2021-06-15T16:30:54-05:00 2020-12-31 481041128 SWINDOLL JANZEN HAWK & LOYD LLC 123 S MAIN ST PO BOX 1337 MCPHERSON KS 674601337 990PF 2020-01-01 753040372 ELMER DALKE CHARITABLE FOUNDATION ELME 6202415023 972 12TH AVENUE MCPHERSON KS 67460 RODGER A SWANSON TRUSTEE 6202415023 2021-06-15 true RODGER A SWANSON XXX-XX-XXXX JOHN E ALBRECHT CPA P01056634 6202411826 2021-06-09 2020 2022-09-23 18:48:47Z X X 1864813 X 2711598 32685 15341 17851 17851 324070 4034028 324070 3086204 357262 24000 24000 2050 2050 22460 22460 41 41 278 48829 48551 0 2500000 2500000 2548829 48551 2500000 537375 308711 597 408208 408208 271142 695147 712867 784556 76632 76650 99589 132796 138330 133638 513407 528758 1289522 1826190 1864813 0 X 1289522 1826190 1289522 1826190 1289522 1826190 1289522 537375 152 1827049 859 1826190 PBT AGENCY ACOUNT S/T SALES P 2019-12-22 2020-12-21 2575916 2579605 -3689 -3689 PBT AGENCY ACCOUNT L/T SALES P 2011-07-13 2020-12-03 1456260 1130353 325907 325907 324070 4291 4291 4291 534 534 3757 false false false false false false false true true true false false false false true N/A PEOPLES BANK AND TRUST 6202415023 PO BOX 1169 MCPHERSON KS 67460 false false false false false false false false false false false false false false false false false false false false RODGER A SWANSON 972 12TH AVENUE MCPHERSON KS 67460 TRUSTEE 10.00 24000 0 0 NONE NONE N/A 1785116 1283464 0 3068580 3068580 46029 3022551 151128 151128 4291 4291 146837 146837 146837 2500000 2500000 2500000 146837 40276 2500000 40276 146837 2312887 2312887 0 2312887 2312887 RODGER SWANSON 972 12TH AVENUE MCPHERSON KS 67460 6202427521 THERE IS NO SPECIFIC APPLICATION FORM OR INFORMATION THAT SHOULD BE INCLUDED ALL REQUESTS MUST BE IN WRITING. NONE ONLY 501(C)(3) ORGANIZATIONS THAT WILL QUALIFY THE TRUST AS A CHARITABLE TRUST UNDER SECTION 501(C)(3) IRC OF 1986. THE ORGANIZATIONS MUST BE LOCATED IN MCPHERSON COUNTY KANSAS. THE TRUSTOR REQUESTED, BUT DID NOT REQUIRE THAT DISTRIBUTIONS BE MADE TO ORGANIZATIONS THAT ENHANCE THE OPPORTUNITY OF INDIVIDUALS WITH SPECIAL NEEDS. BEDTIME ROCKS 368 W NAVAJO RD MCPHERSON KS 67460 NONE PUBLIC CHARI DEVELOP HEALTHY BEDTIME HABITS 3000 CENTRAL CHRISTIAN COLLEGE OF KANSAS 1100 S MAPLE MCPHERSON KS 67460 NONE PUBLIC CHARI IMPROVE SAFETY & ONLINE CAPABILITIES 330000 KIDS WITH DREAMS 430 E SUTHERLAND MCPHERSON KS 67460 NONE PUBLIC CHARI HELPS HANDICAPPED CHILDREN 2000 MCPHERSON COLLEGE 1600 E EUCLID MCPHERSON KS 67460 NONE PUBLIC CHARI EXPERIENTIAL LEARNING CENTER BLDG 2000000 MCPHERSON COUNTY FOOD BANK 707 S MAIN MCPHERSON KS 67460 NONE PUBLIC CHARI FEED NEEDY 5000 MCPHERSON FAMILY YMCA 220 N WALNUT MCPHERSON KS 67460 NONE PUBLIC CHARI NEEDY YOUTH 3000 MEALS ON WHEELS OF MCPHERSON 915 N WALNUT MCPHERSON KS 67460 NONE PUBLIC CHARI HELP FEED ELDERLY 5000 SPECIAL OLYMPICS OF MCPHERSON 1312 NORTHCOURT MCPHERSON KS 67460 NONE PUBLIC CHARI HELPS DISABLED 2000 MCPHERSON HEALTHCARE FOUNDATION 1000 HOSPITAL DR MCPHERSON KS 67460 NONE PUBLIC CHARI RELOCATION/REMODEL PROJECT 150000 2500000 14 32685 14 17851 14 324070 374606 374606 false false false false false false false false false false X X 1 ELMER DALKE MARITAL TRUST PO BOX 1169 MCPHERSON KS 67460 2711598 X X 1 PUBLICLY TRADED SECURITIES 1294729 2020-03-03 SWINDOLL, JANZEN, HAWK & LOYD LL 2050 2050 PEPSICO INC TARGET CORP BERKSHIRE HATHAWAY 39614 41949 BLACKROCK INC 42281 43938 DISCOVERY COMMUNICATIONS 50901 52443 COMMON STOCK - AGRESSIVE GROWTH COMMON STOCK - ETF COMMON STOCK - GROWTH/INCOME 25464 25550 MUTUAL FUNDS - FOREIGN STOCK MUTUAL FUNDS - GLOBAL STOCK MUTUAL FUNDS - STOCK FUNDS STOCK - COMMON PREFERRED STOCK - GROWTH/INCOME 51168 51100 695147 712867 MUTUAL FUND BOND FUNDS AT COST 513407 528758 MUTUAL FUND GLOBAL BOND FUNDS AT COST 2021 POSTED IN CURRENT YEAR 856 ADJUSTMENT 3 EXPENSES CEMETARY FLOWERS 278 2019 POSTED IN 2020 152 PEOPLES BANK & TRUST-TRUST FEES 22460 22460 FOREIGN TAXES 41 41