SARVER CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SARVER CHARITABLE TR (EIN 48-6298990)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202201269349100510
- Schema version
- 2021v4.0
- 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 | 2022-05-06T08:58:11-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-05 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA GUDENKAUF | PreparerPersonNm |
| PTIN | P01212778 | PTIN |
| Phone | 7854836220 | PhoneNum |
| Preparation | 2022-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,002,222 | 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 |
| Interest On Sav Rev And Expnss | $1,900 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,900 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $236,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $236,826 | 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 | $332,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,600,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $332,634 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $137,525 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $137,525 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $750,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $750,485 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $59,749 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,132 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,616 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,600 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,750 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $445 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $445 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $56,389 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,389 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $150,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $673,477 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $686,554 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $823,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $718,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,325 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $631,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $374,309 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,523 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,825,298 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,137,040 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,192,532 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,201,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,217,324 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,010,560 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,343,812 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,223,056 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,235,067 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $801,906 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $18,308 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $784,043 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $783,598 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,462,956 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,779 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,584 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,584 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,548,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,462,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,002,222 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $146,836 | GrantsPayableBOYAmt |
| Grants Payable EOY | $133,758 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $146,836 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,758 | 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 | $968,350 | RetainedEarningBOYAmt |
| Retained Earning EOY | $895,025 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,401,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,328,367 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,548,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,462,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,401,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,325 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,328,367 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,328,367 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WESTERN ASSET MORTGAGE BACKED SEC | P | 2021-08-24 | 2021-11-18 | $2,826 | $2,862 | -$36 | -$36 |
| NUTRIEN LTD | P | 2018-10-04 | 2021-12-16 | $20,798 | $19,812 | $986 | $986 |
| PIMCO INTERNATIONAL BOND INSTL | P | 2020-09-01 | 2021-08-24 | $30,055 | $30,000 | $55 | $55 |
| ORACLE CORPORATION | P | 2020-03-25 | 2021-10-01 | $26,956 | $14,307 | $12,649 | $12,649 |
| VANGUARD MALVERN FDS CORE BOND ADMIR | P | 2020-10-15 | 2021-08-24 | $98,126 | $100,085 | -$1,959 | -$1,959 |
| PIMCO INTERNATIONAL BOND | P | 2019-02-05 | 2021-08-24 | $121,632 | $119,997 | $1,635 | $1,635 |
| AMBEV SA | P | 2020-05-07 | 2021-08-20 | $6,370 | $4,040 | $2,330 | $2,330 |
| PEPSICO INC | P | 1994-06-09 | 2021-10-01 | $18,858 | $1,864 | $16,994 | $16,994 |
| BERKSHIRE HATHAWAY INC | P | 2010-04-06 | 2021-10-01 | $27,603 | $2,734 | $24,869 | $24,869 |
| VISA INC | P | 2016-08-01 | 2021-10-01 | $45,895 | $15,630 | $30,265 | $30,265 |
| META PLATFORMS INC | P | 2016-10-11 | 2021-08-20 | $115,538 | $40,140 | $75,398 | $75,398 |
| WALMART STORES INC | P | 2005-04-12 | 2021-10-01 | $13,735 | $4,828 | $8,907 | $8,907 |
| HOME DEPOT INC | P | 2002-10-28 | 2021-10-01 | $24,796 | $1,951 | $22,845 | $22,845 |
| CASPER WY COM COLLEGE | P | 2010-07-22 | 2021-08-30 | $100,000 | $100,459 | -$459 | -$459 |
| JPMORGAN TR I EMERGING MRKTS | P | 2020-05-19 | 2021-08-24 | $46,148 | $30,000 | $16,148 | $16,148 |
| DOLTON ILL | P | 2011-11-22 | 2021-12-01 | $20,000 | $20,590 | -$590 | -$590 |
| KDFA KS STATE UNIV | P | 2015-04-21 | 2021-01-28 | $80,000 | $92,224 | -$12,224 | -$12,224 |
| DOUGLAS CNTY NE | P | 2010-12-10 | 2021-07-01 | $167,478 | $142,471 | $25,007 | $25,007 |
| LAKE CO IL BAB | P | 2016-03-22 | 2021-05-10 | $30,000 | $33,398 | -$3,398 | -$3,398 |
| LEXINGTON MO USD | P | 2010-06-29 | 2021-03-01 | $75,000 | $75,000 | ||
| WESTERN ASSET MORTGAGE BACKED | P | 2019-10-08 | 2021-11-18 | $147,174 | $150,000 | -$2,826 | -$2,826 |
| SOUTHERN ILLINOIS UNIV | P | 2010-04-14 | 2021-06-02 | $100,000 | $100,562 | -$562 | -$562 |
| MASSMUTUAL SELECT MID CAP | P | 2020-07-30 | 2021-10-05 | $1,286 | $1,025 | $261 | $261 |
| TUCSON AZ TAXABLE | P | 2011-06-14 | 2021-07-01 | $95,000 | $96,182 | -$1,182 | -$1,182 |
| MCDONALDS CORP | P | 1997-06-04 | 2021-10-01 | $24,336 | $2,423 | $21,913 | $21,913 |
| WESTERN PLAINS MO | P | 2011-09-06 | 2021-03-15 | $25,000 | $26,020 | -$1,020 | -$1,020 |
| MICROSOFT CORPORATION | P | 2000-04-03 | 2021-10-01 | $21,523 | $3,400 | $18,123 | $18,123 |
| MEDTRONIC | P | 2010-12-02 | 2021-10-01 | $25,435 | $6,617 | $18,818 | $18,818 |
| NUTRIEN LTD | P | 2018-10-04 | 2021-12-16 | $31,662 | $29,647 | $2,015 | $2,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $332,634 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,940 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,782 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,782 | SubtotalAmt |
| Tax Based On Investment Income | $8,782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,919 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,919 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,863 | TaxDueAmt |
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 | false | 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 | $59,749 | $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 | $8,205,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $312,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,476,831 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,994,525 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,994,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,769,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $738,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $738,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,782 | TotalTaxAmt |
| Distributable Before Adj | $729,698 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $729,698 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $729,698 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $718,170 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $718,170 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $729,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $679,704 | UndistributedIncomePYAmt |
| Qualifying Distributions | $718,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $679,704 | AppliedToYear1Amt |
| Applied To Current Year | $38,466 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $691,232 | 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 (117 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 | $67,970 |
| AMERICAN LEGION AUXILIARY | ||||||
| 2891 W 257TH DR | NATOMA | KS | 67641 | PC | CHARITABLE GRANT | $5,300 |
| ASSEMBLY OF GOD CHURCH OSBORNE | ||||||
| 125 S OAK | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $4,000 |
| BIBLE BAPTIST CHURCH OF OSBORNE | ||||||
| 131 SOUTH 2ND | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $4,000 |
| BRINGING IT HOME TO OZ INC | ||||||
| PO BOX 54 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,000 |
| BULL CITY COMMUNITY FOUNDATION | ||||||
| PO BOX 161 | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $2,500 |
| CHRISTIAN CHURCH OF DOWNS | ||||||
| 1071 MORGAN AVE | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $4,000 |
| CITY OF OSBORNE | ||||||
| 129 S 1ST | OSBORNE | KS | 67473 | GOV | CHARITABLE GRANT | $49,800 |
| COMMUNITY MARKET PLACE | ||||||
| PO BOX 133 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,000 |
| 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 | $4,000 |
| FAITH LUTHEAN CHURCH OF OSBORNE | ||||||
| 629 N 2ND | OSBORNE | KS | 67473 | I | CHARITABLE GRANT | $4,000 |
| 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 | $67,970 |
| FREE METHODIST CHURCH OF OSBORNE | ||||||
| 724 WEST MAIN STREET | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $4,000 |
| GRACE METHODIST CHURCH OF PORTIS | ||||||
| 108 E 5TH | PORTIS | KS | 67473 | PC | CHARITABLE GRANT | $4,000 |
| KANSAS NATURAL RESOURCE FOUNDATION | ||||||
| 1117 W HWY 24 | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $250 |
| LAKESIDE ELEMENTARY PRESCHOOL | ||||||
| 913 7TH ST | CAWKER CITY | KS | 67430 | GOV | CHARITABLE GRANT | $8,000 |
| LAKESIDE HIGH SCHOOL | ||||||
| 1306 MORGAN AVE | DOWNS | KS | 67437 | GOV | CHARITABLE GRANT | $500 |
| 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 | $67,970 |
| LIGHTHOUSE COUMMUNITY CHURCH OF DOW | ||||||
| 901 W BLUNT | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $4,000 |
| LUTHERAN CHURCH OF DOWNS | ||||||
| 1019 BLUNT | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $4,000 |
| MT AYE FRIENDS CHURCH | ||||||
| 1265 COUNTY 656 AVE | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $4,000 |
| OSBORNE CO GENALOGICAL & HISTORICA | ||||||
| 307 W MAIN | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $1,000 |
| OSBORNE COUNTY FAIR BOARD | ||||||
| 231 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $38,604 |
| OSBORNE MINISTERIAL ALLIANCE (FOOD | ||||||
| 125 S OAK | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $4,000 |
| 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 | $17,500 |
| OSBORNE SENIOR CENTER | ||||||
| 108 W MAIN | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $4,000 |
| PEACH LUTHERAN CHURCH OF NATOMA | ||||||
| 705 5TH | NATOMA | KS | 67651 | PC | CHARITABLE GRANT | $4,000 |
| PLEASANT PLAIN CHURCH | ||||||
| 2780 W 160TH DR | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $4,000 |
| ROSE VALLEY CHURCH | ||||||
| 107 COUNTY 685 AVE | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $4,000 |
| ST ALOYSIUS CATHOLIC CHURCH | ||||||
| 203 N ELM | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $67,970 |
| ST MARYS CATHOLIC CHURCH OF DOWNS | ||||||
| 1312 PRENTISS STREET | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $4,000 |
| THE SALVATION ARMY | ||||||
| PO BOX 412577 | KANSAS CITY | MO | 64141 | PC | CHARITABLE GRANT | $67,970 |
| UNITED CHRISTIAN CHURCH OF OSBORNE | ||||||
| 212 N 2ND | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $4,000 |
| UNITED METHODIST CHURCH OF ALTON | ||||||
| 408 MILL ST | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $4,000 |
| UNITED METHODIST CHURCH OF DOWNS | ||||||
| 1000 MORGAN AVE | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $4,000 |
| UNITED METHODIST CHURCH OF NATOMA | ||||||
| 804 4TH ST | NATOMA | KS | 67651 | PC | CHARITABLE GRANT | $4,000 |
| UNITED METHODIST CHURCH OF OSBORNE | ||||||
| PO BOX 287 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $4,000 |
| USD 392 OSBORNE | ||||||
| 213 W ADAMS | OSBORNE | KS | 67473 | GOV | CHARITABLE GRANT | $500 |
| USD 272 | ||||||
| 1306 N MORGAN AVE | DOWNS | KS | 67437 | GOV | CHARITABLE GRANT | $6,000 |
| ALTON PRIDE | ||||||
| 415 1ST AVE | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $600 |
| CITY OF DOWNS | ||||||
| 715 RAILROAD AVE | DOWNS | KS | 67437 | GOV | CHARITABLE GRANT | $1,000 |
| DSNWK | ||||||
| 2703 HALL ST STE 10 | HAYS | KS | 67601 | PC | CHARITABLE GRANT | $2,000 |
| SOLOMON VALLEY TRANSPORTATION INC | ||||||
| PO BOX 70 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,000 |
| ABIGAIL BOWLES | ||||||
| 700 RAY | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 |
| ADDISON BRACY | ||||||
| 724 S MAPLE ST | GARDENER | KS | 66030 | I | SCHOLARSHIP | $1,400 |
| ALEX KETTER | ||||||
| 313 W 160TH DR | TIPTON | KS | 67485 | I | SCHOLARSHIP | $1,400 |
| ALISHA SCHWINN | ||||||
| 5130 SW 53RD ST | TOPEKA | KS | 66610 | I | SCHOLARSHIP | $1,000 |
| ALLISON GRABAST | ||||||
| 332 N 2ND | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| ALYVIA ZEIGLER | ||||||
| 2820 HWY 18 | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,700 |
| ASHTON BAXA | ||||||
| 201 S 5TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| ASHTON WOLTERS | ||||||
| 217 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| AVERY BERKELY | ||||||
| 901 INGALLS | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 |
| BRETTON BOLTERS | ||||||
| 68 S 120TH AVE | PORTIS | KS | 67474 | I | SCHOLARSHIP | $1,000 |
| BRITTANI CONVERSE | ||||||
| 1020 2ND ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| CALIE WOLTERS | ||||||
| 217 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| CAMERON DELANEY | ||||||
| 134 N 5TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $700 |
| CARLEY CHRISLER | ||||||
| 5747 175TH ST | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,400 |
| CARTER BROWN | ||||||
| 1015 ROSS ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 |
| CHARLIE SEIFERT | ||||||
| 312 S 2ND ST | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| CONNOR GOHEEN | ||||||
| 1060 S 125TH AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,000 |
| COREY DUNLAP | ||||||
| 804 E 4TH ST | KINSLEY | KS | 67547 | I | SCHOLARSHIP | $1,400 |
| COURTNEY BAETZ | ||||||
| 615 DELAWARE | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 |
| CULLEN GRABAST | ||||||
| 332 N 2ND | OISBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| DARRIEN HOLLOWAY | ||||||
| 1306 C 671 AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| DEREK NAEGELE | ||||||
| PO BOX 67 | PORTIS | KS | 67474 | I | SCHOLARSHIP | $700 |
| DYLEN TRECEK | ||||||
| 549 COUNTY 657 AVE | ALTON | KS | 67623 | 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 |
| HALEY FALLIS | ||||||
| 1336 W 300TH DR | LURAY | KS | 67649 | I | SCHOLARSHIP | $1,400 |
| HANNAH CHAMBRAY | ||||||
| PO BOX 265 | NATOMA | KS | 67651 | I | SCHOLARSHIP | $2,000 |
| ISAAC SCHOEN | ||||||
| 26094 280TH ROAD | DOWNS | KS | 67651 | I | SCHOLARSHIP | $2,000 |
| JADE HERRICK | ||||||
| 109 W VERMONT | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| JANESA ELLIS | ||||||
| 619 ROSS | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| JERICA NOPENS | ||||||
| 513 N 2ND | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| JESSICA ENGLER | ||||||
| 673 W HWY 24 | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| JOSHUA BERKLEY | ||||||
| 901 INGALLS | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 |
| KADE MILLER | ||||||
| 102 GEMINI AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 |
| KAITLYN HOWLAND | ||||||
| 906 DIVISION | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| KATHERINE HINDMAN | ||||||
| 402 W 7TH ST 5 | HAYS | KS | 67601 | I | SCHOLARSHIP | $500 |
| KENTON UBELAKER | ||||||
| 1125 E 9TH ST | COLBY | KS | 67701 | I | SCHOLARSHIP | $850 |
| KOLBIE HENNES | ||||||
| 1097 C 693 AVE | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 |
| LANCE KASER | ||||||
| 629 C 388 DR | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 |
| LEONIE HARZMAN | ||||||
| 288 COUNTY 685 AVE | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| LEVI DEMPSEY | ||||||
| 404 IOWA ST | TIPTON | KS | 67485 | I | SCHOLARSHIP | $700 |
| LOGAN SPRICK | ||||||
| 800 APOLLO AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,000 |
| LORYN SPRICK | ||||||
| 800 APOLLO AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| LUKAS SPRICK | ||||||
| 800 APOLLO AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| MARYSSA SCHLAEFLI | ||||||
| 313 LAKE DR | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $2,000 |
| NICOLE CARLIN | ||||||
| 901 NORTHWOOD DR APT 7 | BELOIT | KS | 67420 | I | SCHOLARSHIP | $1,400 |
| PARKER WOLTERS | ||||||
| 217 W NEW HAMPSHIRE | OSBORNE | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| PAYTON HAKE | ||||||
| 609 LOCUST | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $2,000 |
| PEYTON OSTMEYER | ||||||
| 820 N 2ND | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,000 |
| 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 |
| RHYANN BROWN | ||||||
| 130 VAN BUREN ST | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 |
| ROXTON BROWN | ||||||
| 130 VAN BUREN ST | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,000 |
| SARAH PELTON | ||||||
| 5713 181TH ST | PARADISE | KS | 67658 | I | SCHOLARSHIP | $2,000 |
| SHANDRA GRIFFIN | ||||||
| 2495 13 RD | PLAINVILLE | KS | 67663 | I | SCHOLARSHIP | $1,400 |
| SHAYLA GRIFFIN | ||||||
| 2495 13 ROAD | PLAINVILLE | KS | 67663 | I | SCHOLARSHIP | $700 |
| SHELBY SENGER | ||||||
| PO BOX 3 | GLEN ELDER | KS | 67446 | I | SCHOLARSHIP | $1,700 |
| SPENCER HEISE | ||||||
| 1006 COUNTY 388 DR | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 |
| STASHA CONWAY | ||||||
| 226 N 2ND | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $850 |
| STEELE WOLTERS | ||||||
| 112 S 11TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 |
| TANNA CUNNINGHAM | ||||||
| 316 N HIGH | GLEN ELDER | KS | 67446 | I | SCHOLARSHIP | $2,000 |
| TATEM ZEIGLER | ||||||
| 2820 HWY 18 | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,700 |
| TAYLOR COUTOIS | ||||||
| 2339 JEFFREY LANE | EW BRAUNFE | TX | 78130 | I | SCHOLARSHIP | $1,700 |
| THOMAS SPURGIN | ||||||
| 209 N 1ST | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 |
| TRENTON BRUMMER | ||||||
| 1531 S 1ST AVE | TIPTON | KS | 67485 | I | SCHOLARSHIP | $1,700 |
| TRYSTAN SCHLAEFLI | ||||||
| 246 W HWY 24 | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 |
| TYANNA WOOD | ||||||
| 228 S ELM | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 |
| TYLER HEINSE | ||||||
| 1006 C 388 DR | 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 | $1,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $686,554 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSBORNE COUNTY KLA | BusinessNameLine1Txt |
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 CONTRIBUTION | 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
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,900 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $236,826 | 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 | $137,525 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $332,634 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $750,485 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $750,485 | 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 | $4,400 | Amt |
| Disbursements Charitable Prps | $4,400 | 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 | $4,673 | 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 (33 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BIARD CORE PLUS BOND FUND | $150,000 | $144,824 |
| BLACK HILLS CORP | $30,150 | $31,505 |
| CITIGROUP | $87,143 | $87,512 |
| COLUMBIA PIPLINE | $20,648 | $21,579 |
| COLUMBIA PROPERTY | $19,904 | $21,692 |
| COLUMBIA STRATEGIC INCOME FND | $239,883 | $238,682 |
| CONOCOPHILLIPS | $14,892 | $15,837 |
| DODGE & COX INCOME FUND | $150,000 | $141,994 |
| EATON VANCE MUT FDS TR FLT RT L | $245,133 | $250,826 |
| INVESCO TAXABLE MUNICIPAL BOND | $274,304 | $296,640 |
| ISHARES TR IBONDS | $25,015 | $25,670 |
| ISHARES TR IBONDS | $24,894 | $26,420 |
| ISHARES TR IBONDS | $24,950 | $25,930 |
| ISHARES TR IBONDS | $26,401 | $26,560 |
| JOHN HANDCOCK BOND CL I | $250,000 | $242,167 |
| MORGAN STANLEY FIN 2.25% | $75,000 | $73,871 |
| NATIONAL RURAL UTIL COOP FIN | $25,000 | $26,579 |
| NATIONAL RURAL UTILS COOP FIN | $30,000 | $31,071 |
| NUTRIEN LTD 3.5% | ||
| NUTRIEN LTD 3.625% | ||
| PIMCO INTERNATIONAL BOND INSTL | ||
| T ROWE PRICE GBL MLT SECTR I | $230,093 | $227,506 |
| VANGUARD EMERGING MKTS | $229,962 | $227,576 |
| VANGUARD MALVERN FDS | ||
| VIACOMCBS INC 4.75% | $100,785 | $109,710 |
| WELLS FARGO 3.45% DUE 02/13/2023 | $14,978 | $15,434 |
| WESTERN ASSETMORTGAGE BACKED SEC | $102,138 | $100,930 |
| BOEING | $60,939 | $60,244 |
| 1ST UNION NATL NK | $19,644 | $19,569 |
| AB HIGH INCOME FD INC | $150,000 | $148,753 |
| FIDELITY CAPITAL & INCOME | $251,687 | $248,763 |
| PIMCO LOW DURATION | $200,000 | $199,306 |
| ISHARES HIGH YIELD CORPORATE | $149,513 | $147,917 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMBEV SA | ||
| AMERISOURCEBERGEN CORP | $31,271 | $53,156 |
| ANALOG DEVICES, INC. | $53,278 | $87,885 |
| ANTHEM INC | $84,168 | $139,062 |
| BANK NEW YORK MELLON CORP | $18,761 | $23,232 |
| BERKSHIRE HATHAWAY INC | $17,987 | $134,550 |
| CHARLES SCHWAB CORP | $20,950 | $42,050 |
| COMCAST CORP | $53,109 | $75,495 |
| COMPASS MINERALS INTL | $46,328 | $35,756 |
| DOMINION ENERGY INC | $36,355 | $39,280 |
| ENBRIDGE INC | $27,481 | $31,264 |
| EXXON MOBIL CORP | $23,213 | $30,595 |
| FACEBOOK INC | ||
| FIDELITY SEL HEALTH CARE | $10,000 | $26,759 |
| FIDELITY SELECT BIOTECH PORTFO | $8,510 | $37,570 |
| HOME DEPOT INC | $50,792 | $176,379 |
| HONEYWELL INT'L INC | $43,078 | $62,553 |
| INVESCO QQQ | $19,328 | $119,355 |
| ISAHRES MSCI EAFE | $21,342 | $23,604 |
| ISHARES SELECT DIVIDEND INDEX | $45,217 | $61,295 |
| ISHARES TR U.S. PFD STK ETF | $93,494 | $98,575 |
| JPMORGAN CHASE & CO | $31,497 | $47,505 |
| JPMORGAN TR I EMERGING MRKTS I | ||
| MASSMUTUAL SELECT MID CAP GROWTH | ||
| MASTERCARD INC | $16,560 | $64,678 |
| MCDONALDS CORP | $68,698 | $241,263 |
| MEDTRONIC INC | $124,055 | $186,210 |
| MFS SER TR VI GLB EQTY FD R6 | $172,486 | $226,379 |
| MICROSOFT CORP | $30,187 | $142,936 |
| MIDWAY COOP, OSBORNE | $10 | $10 |
| NEW PERSPECTIVE FD INC CL F 3 | $167,414 | $237,594 |
| ORACLE CORPORATION | $57,227 | $104,652 |
| PEPSICO INC | $25,096 | $151,996 |
| PFIZER INC | $14,046 | $29,525 |
| PROCTER & GAMBLE CO | $23,348 | $81,790 |
| S&P SPDR CONSUMER DISCRETION | $5,353 | $32,710 |
| S&P SPDR ENERGY | $52,076 | $66,600 |
| S&P SPDR FINANCIALS | $33,517 | $58,575 |
| S&P SPDR TECHNOLOGY | $30,938 | $86,935 |
| SANOFI ADR | $11,348 | $15,030 |
| SELECT SECTOR SPDR | $34,969 | $51,810 |
| SPDR DOW JONES INDUSTRIAL AVE | $16,991 | $54,498 |
| UNILEVER PLC ADR | $106,936 | $107,580 |
| UNITEDHEALTH GROUP INC | $28,388 | $50,214 |
| VANGUARD COMMUNICATION SERVICES | $32,949 | $54,224 |
| VANGUARD S&P 500 INDEX ETF | $117,372 | $218,285 |
| VANGUARD WORLD FD INTL GR FD ADM | $100,000 | $87,594 |
| VERIZON COMMUNICATIONS INC | $5,863 | $10,392 |
| VISA INC | ||
| WALMART | $33,796 | $101,283 |
| META PLATFORMS INC | $26,547 | $58,861 |
| OMNICOM GROUP INC | $100,299 | $102,578 |
| AMERICAN NEW WORLD FUND | $44,686 | $40,428 |
| CENTRAL VALLEY AG COOPERATIVE | $10 | $10 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $64,568 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $70,069 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,072,472 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,122,463 | 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 | $18,308 | $3,791 | $3,791 |
| LAND | $779,807 | $779,807 | $6,456,852 | |
| MINERALS | $2,313 |
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 | $17,331 | $18,800 | $18,800 |
| ACCRUED DIVIDENDS, INTEREST, AND CAP | $2,448 | $4,784 | $4,784 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CHEMICAL | $6,319 | $6,319 |
| FERTILIZER | $16,171 | $16,171 |
| INSURANCE | $6,022 | $6,022 |
| UTILITIES | $1,197 | $1,197 |
| SEVERENCE TAX | $1 | $1 |
| REPAIRS | $2,218 | $2,218 |
| MISCELLANEOUS EXPENSE | $70 | $70 |
| SEED | $339 | $339 |
| TERRACE REBUILD | $24,052 | $24,052 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| GRAIN SALES | $90,322 | $90,322 |
| PATRONAGE DIVIDEND | $3,561 | $3,561 |
| REIMBURSEMENTS | $4,698 | $4,698 |
| SCHOLARSHIP & GRANTS REFUNDS | $6,850 | $6,850 |
| FARM GOVERNMENT PAYMENTS | $6,667 | $6,667 |
| ROYALTY | $679 | $679 |
| TERRACE REBUILD REIMBURSEMENT | $24,052 | $24,052 |
| MISC FARM INCOME | $696 | $696 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| REAL ESTATE TAXES | $25,660 | $25,660 |
| EXCISE TAXES | ||
| OIL ROYALTY TAXES | $90 | $90 |
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