SARVER CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SARVER CHARITABLE TR (EIN 48-6298990)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201831359349100938
- Schema version
- 2017v2.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other 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 | 2018-05-15T09:14:39-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | DAVID L MACE | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Phone | 7852826682 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA J GUDENKAUF | PreparerPersonNm |
| PTIN | P01212778 | PTIN |
| Phone | 7854836220 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $13,492,099 | 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 | $1,126 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,126 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $318,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $318,516 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $46,040 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $46,040 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $46,040 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $219,927 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $714,264 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $219,927 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $69,478 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $69,478 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $655,087 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $655,087 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,002 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,070 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,932 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,350 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,893 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,893 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $27,135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,135 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $607 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $607 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $30,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,844 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $123,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $629,323 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $647,959 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $753,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $681,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $564,431 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $116 | CashEOYAmt |
| Cash EOYFMV | $116 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $347,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,385 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,548,473 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,599,664 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,684,743 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,048,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,887,102 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,358,757 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $337,687 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $496,617 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $526,272 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $805,148 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $19,674 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $786,081 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $785,474 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,622,790 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $103,275 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $112,985 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $112,985 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $13,664 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,051 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,051 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,185,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,068,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,492,099 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $174,300 | GrantsPayableBOYAmt |
| Grants Payable EOY | $155,665 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $174,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $155,665 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,433,342 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,433,342 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,577,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,479,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,010,796 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,912,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,185,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,068,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,010,796 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,912,729 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,912,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PFIZER INC | P | 2016-03-08 | 2017-01-24 | $1,708 | $1,633 | $75 | $75 |
| DODGE & COX INTL FD | P | 2013-02-14 | 2017-07-27 | $6,271 | $5,000 | $1,271 | $1,271 |
| FIDELITY SEL ENERGY | P | 2013-02-12 | 2017-07-27 | $20,615 | $20,700 | -$85 | -$85 |
| KINDER MORGAN INC | P | 2012-10-12 | 2017-01-19 | $67,349 | $103,497 | -$36,148 | -$36,148 |
| KROGER CO | P | 2016-04-07 | 2017-08-01 | $2,440 | $3,870 | -$1,430 | -$1,430 |
| MCKESSON CORPORATION | P | 2016-07-18 | 2017-07-21 | $16,565 | $19,670 | -$3,105 | -$3,105 |
| PHILLIPS 66 | P | 2012-08-23 | 2017-01-03 | $33 | $16 | $17 | $17 |
| T ROWE PRICE GROWTH STOCK FD INVESTOR CLASS | P | 2016-01-26 | 2017-07-13 | $20,000 | $14,632 | $5,368 | $5,368 |
| ABBOTT LABS | P | 2005-11-09 | 2017-06-06 | $11,172 | $5,125 | $6,047 | $6,047 |
| ABBVIE INC | P | 2005-11-09 | 2017-06-06 | $16,209 | $5,558 | $10,651 | $10,651 |
| AMERICAN ELEC PWR INC | P | 2010-03-19 | 2017-03-29 | $6,735 | $3,467 | $3,268 | $3,268 |
| AQUA AMERICA INC | P | 2006-05-10 | 2017-05-12 | $126,662 | $74,412 | $52,250 | $52,250 |
| BRISTOL-MYERS SQUIBB CO | P | 2009-11-27 | 2017-03-22 | $11,158 | $5,099 | $6,059 | $6,059 |
| DOW CHEMICAL CO | P | 1998-12-24 | 2017-07-21 | $19,842 | $9,133 | $10,709 | $10,709 |
| FIDELITY SEL ENERGY | P | 2003-05-30 | 2017-07-27 | $5,646 | $3,182 | $2,464 | $2,464 |
| ILLINOIS STATE TAXABLE G.O. 4.35% | P | 2010-08-03 | 2017-06-01 | $50,000 | $50,000 | $0 | $0 |
| JP MORGAN CHASE & CO | P | 2010-11-23 | 2017-01-06 | $17,222 | $7,544 | $9,678 | $9,678 |
| LOWE'S COMPANIES INC | P | 2001-08-29 | 2017-04-04 | $40,789 | $9,844 | $30,945 | $30,945 |
| MICROSOFT CORPORATION | P | 2000-04-03 | 2017-06-08 | $7,200 | $4,533 | $2,667 | $2,667 |
| MONDELEZ INTERNATIONAL INC | P | 2009-03-19 | 2017-04-04 | $8,692 | $3,327 | $5,365 | $5,365 |
| NEXTRA ENERGY INC | P | 1999-02-23 | 2017-01-11 | $41,730 | $9,258 | $32,472 | $32,472 |
| JC PENNEY COMPANY 7.95% | P | 2010-08-25 | 2017-01-10 | $60,561 | $60,707 | -$146 | -$146 |
| PFIZER INC | P | 2005-05-26 | 2017-01-24 | $13,821 | $12,816 | $1,005 | $1,005 |
| PHILLIPS 66 | P | 1998-11-24 | 2017-01-03 | $8,638 | $1,224 | $7,414 | $7,414 |
| S&P SPDR MATERIALS | P | 2006-10-06 | 2017-03-09 | $5,212 | $3,198 | $2,014 | $2,014 |
| SYSCO CORP | P | 1995-10-05 | 2017-08-01 | $52,499 | $6,819 | $45,680 | $45,680 |
| UNION MO WTR & SWR REV BAB 4.75% DUE 10/01/2020 | P | 2010-09-23 | 2017-12-15 | $40,000 | $40,417 | -$417 | -$417 |
| WAL-MART STORES INC | P | 2005-04-12 | 2017-07-06 | $14,759 | $9,656 | $5,103 | $5,103 |
| CAPITAL GAIN DISTRIBUTION | P | $11,026 | $11,026 | $11,026 | |||
| K-1 CAPITAL GAIN DISTRIBUTION | P | $9,710 | $9,710 | $9,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $219,927 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $727,423 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,715,095 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053038 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $726,252 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,796,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049082 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $626,275 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,667,540 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042698 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $496,986 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,408,545 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037065 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $308,806 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,154,127 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027685 | DistributionYr5Rt |
| Total Distribution | 0.209568 | TotalDistributionRt |
| Average Distribution | 0.041914 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,275,791 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $556,442 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,644 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $562,086 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $681,134 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,644 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,644 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,644 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,960 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,316 | OverpaymentAmt |
| Applied To ES Tax | $1,316 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PEOPLES BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 669670307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | TRUSTEE | 1.00 | $57,002 | $0 | $0 |
| PETE BOHM | ||||||||
| 632 SOUTH BROADWAY | SALINA | KS | 67401 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| GEORGE EAKIN | ||||||||
| 225 SOUTH 8TH | OSBORNE | KS | 67473 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| PAUL S GREGORY | ||||||||
| 218 SOUTH 4TH | OSBORNE | KS | 67473 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| LANCE R WOLTERS | ||||||||
| 111 MERCURY AVE | OSBORNE | KS | 67473 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| MELVIN WILCOXSON | ||||||||
| 2149 C 677 AVENUE | OSBORNE | KS | 67473 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,520,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $278,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,678,895 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,477,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,477,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $202,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,275,791 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $663,790 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $663,790 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,644 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,644 | TotalTaxAmt |
| Distributable Before Adj | $658,146 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $658,146 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $658,146 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $681,134 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $681,134 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,644 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $675,490 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $658,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $646,095 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $681,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $646,095 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,039 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $623,107 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| SARVER CHARITABLE TRUST PAUL GREGOR | |||||||
| PO BOX 12 | OSBORNE | KS | 67473 | 7853465445 | APPLICATION FOR CHARITABLE TRUST - NAME, ADDRESS, PHONE NUMBER, CONTACT PERSON, AMOUNT REQUESTED AND REASON FOR REQUEST SHOULD BE ON THE APPLICATION. | CHARITABLE ORGANIZATION - DECEMBER 31ST | ANY CHARITABLE ORGANIZATION OF OSBORNE COUNTY. |
| SARVER CHARITABLE TRUST PAUL GREGOR | |||||||
| PO BOX 12 | OSBORNE | KS | 67473 | 7853465445 | HIGH SCHOOL SENIOR APPLICATION - NAME, ADDRESS, PARENTS NAME, EMAIL ADDRESS, PHONE NUMBER, HIGH SCHOOL TRANSCRIPT, HIGH SCHOOL INFORMATION, SCHOOL AND COMMUNITY ACTIVITIES, NUMBER OF SIBLINGS AND GRADE LEVEL, OTHER SCHOLARSHIP AND GRANTS RECEIVING, HOW YOU WILL FINANCE EDUCATION, WHAT YOU HAVE DONE TO PREPARE SELF, WHY YOU DESERVE THE SCHOLARSHIP, IF WILL BE ATTENDING SCHOOL FULL TIME, EMPLOYED, MARRIED, CHILDREN, AND ANY OTHER INFORMATION THAT WILL HELP THE BOARD SELECTION. | SCHOLARSHIP APRIL 1ST | ANY HIGH SCHOOL GRADUATE OR RESIDENT OF OSBORNE COUNTY |
| SARVER CHARITABLE TRUST PAUL GREGOR | |||||||
| PO BOX 12 | OSBORNE | KS | 67473 | 7853465445 | COLLEGE STUDENT APPLICATION - NAME, ADDRESS, PARENTS NAME, EMAIL ADDRESS, PHONE NUMBER, HIGH SCHOOL TRANSCRIPT, HIGH SCHOOL INFORMATION, ATTACH A CERTIFIED TRANSCRIPT FORM POST-SECONDARY SCHOOL AND GPA, SCHOOL AND COMMUNITY ACTIVITIES, NUMBER OF SIBLINGS AND GRADE LEVEL, OTHER SCHOLARSHIP AND GRANTS RECEIVING, HOW YOU WILL FINANCE EDUCATION, WHAT YOU HAVE DONE TO PREPARE SELF, WHY YOU DESERVE THE SCHOLARSHIP, IF WILL BE ATTENDING FULL TIME, EMPLOYED, MARRIED, CHILDREN, AND ANY OTHER INFORMATION THAT WILL HELP THE BOARD SELECTION. | SCHOLARSHIP APRIL 1ST | ANY HIGH SCHOOL GRADUATE OR RESIDENT OF OSBORNE COUNTY |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (169 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AARON HENKE | |||||||
| 1642 W 110TH DR | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 | |
| ADDISON FUNKE | |||||||
| 761 W 210 DR | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| ADRIAN BUZZELL | |||||||
| 216 S MAIN | WALDO | KS | 67673 | I | SCHOLARSHIP | $1,400 | |
| ADRIANNA BOLAND | |||||||
| 586 COUNTY 641 AVE | ALTON | KS | 67623 | I | SCHOLARSHIP | $1,400 | |
| ALEXANDER WETHMANN | |||||||
| 326 W MAIN | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 | |
| ALEXIS KOOPS | |||||||
| 345 S US HQY 181 | DOWNS | KS | 67437 | I | SCHOLARSHIP | $850 | |
| ALIDA DRAAYER | |||||||
| 15 CIRCLE DR | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 | |
| ALLISON GRABAST | |||||||
| 332 N 2ND | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 | |
| ALTON PRIDE | |||||||
| 415 1ST AVE | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $200 | |
| ALYSSA CARSWELL | |||||||
| 231 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| ALYSSA WINDLE | |||||||
| PO BOX 56 | LURAY | KS | 67649 | I | SCHOLARSHIP | $1,400 | |
| AMERICAN CANCER SOCIETY | |||||||
| 1315 SW ARROWHEAD RD C/O T FURJANIC | TOPEKA | KS | 66604 | PC | CHARITABLE GRANT | $64,610 | |
| ANDREW PLOWMAN | |||||||
| 2262 S PERSHING | WICHITA | KS | 67218 | I | SCHOLARSHIP | $1,700 | |
| ANNA PETERSON | |||||||
| 917 MILL | ALTON | KS | 67623 | I | SCHOLARSHIP | $2,000 | |
| ASHLYN THIBAULT | |||||||
| 840 S 15OTH AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 | |
| ASSEMBLY OF GOD - OSBORNE | |||||||
| 125 S OAK | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $2,000 | |
| AUDREY DOANE | |||||||
| 28081 BB RD | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 | |
| AUSTIN GASPER | |||||||
| 159 W 180TH DR | TIPTON | KS | 67485 | I | SCHOLARSHIP | $1,400 | |
| AUSTIN MURPHY | |||||||
| 1866 W 300TH DR | WALDO | KS | 67673 | I | SCHOLARSHIP | $1,400 | |
| BAYLEE WOLTERS | |||||||
| 68 S 120TH AVE | PORTIS | KS | 67474 | I | SCHOLARSHIP | $850 | |
| BENJAMIN BOERSMA | |||||||
| 298 N 10 RD | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $1,400 | |
| BETHANY KNOLL | |||||||
| 317 S 2ND | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,000 | |
| BIBLE BAPTIST CHURCH OF OSBORNE | |||||||
| 131 SOUTH 2ND | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $2,000 | |
| BILLY NEUMANN | |||||||
| 515 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,000 | |
| BLAINE DUCOTE | |||||||
| PO BOX 112 | PORTIS | KS | 67474 | I | SCHOLARSHIP | $2,000 | |
| BOONE CADY | |||||||
| 515 W MAIN | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 | |
| BRANT WOLTERS | |||||||
| 68 S 120TH AVE | PORTIS | KS | 67474 | I | SCHOLARSHIP | $1,700 | |
| BREANA RIFFEL | |||||||
| PO BOX 242 | GLEN ELDER | KS | 67446 | I | SCHOLARSHIP | $1,400 | |
| BREANNA EULERT-MANROSE | |||||||
| 17711 SALINE LANE | PARADISE | KS | 67658 | I | SCHOLARSHIP | $1,400 | |
| BRENDAN BERTRAND | |||||||
| 334 S 2ND | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| BRETTON WOLTERS | |||||||
| 68 S 120TH AVE | PORTIS | KS | 67474 | I | SCHOLARSHIP | $1,959 | |
| BRITTANI COVERSE | |||||||
| 1020 2ND ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 | |
| BRITTANY GRABAST | |||||||
| 315 N 5TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| BROOKE ENGLER | |||||||
| 6736 W US HWY 24 | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 | |
| CAITLYN MILLER | |||||||
| 102 GEMINI AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 | |
| CAITLYN THOMPSON | |||||||
| PO BOX 116 | PARADISE | KS | 67658 | I | SCHOLARSHIP | $1,400 | |
| CALLIE DUNLAP | |||||||
| 918 5TH ST | NATOMA | KS | 67651 | I | SCHOLARSHIP | $2,000 | |
| CAMILA FAUNDEZ INOSTROZA | |||||||
| 114 W 3RD | SMITH CENTER | KS | 66967 | I | SCHOLARSHIP | $1,700 | |
| CAROLINA HARZMAN | |||||||
| 288 COUNTY 685 AVE | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 | |
| CARRIDY STORER | |||||||
| 615 LAKE DR | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $2,000 | |
| CHANCE HOFFMAN | |||||||
| 519 12TH | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $1,400 | |
| CHARLEY ROBINSON | |||||||
| 916 BROWN AVE 16 | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 | |
| CHEYANNE BECKER | |||||||
| 1200 1ST ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 | |
| CHEYENNE HARDING | |||||||
| 429 E 12TH ST | HAYS | KS | 67601 | I | SCHOLARSHIP | $1,400 | |
| CHLOE MCKEON | |||||||
| 803 APOLLO AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| CHRISTIAN CHURCH OF DOWNS | |||||||
| 1071 MORGAN AVE | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $2,000 | |
| CITY OF DOWNS | |||||||
| 715 RAILROAD AVE | DOWNS | KS | 67437 | GOV | CHARITABLE GRANT | $500 | |
| CITY OF OSBORNE | |||||||
| 129 S 1ST | OSBORNE | KS | 67473 | GOV | CHARITABLE GRANT | $3,500 | |
| CODY DUNLAP | |||||||
| 712 WEST AVE | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,000 | |
| CULLEN GRABAST | |||||||
| 332 N 2ND | OSBORNE | KS | 67473 | I | SCHOLARHSIP | $2,000 | |
| DALE BEAMS | |||||||
| PO BOX 62 | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,300 | |
| DEAN MASTERS | |||||||
| 804 4TH ST | NATOMA | KS | 67651 | I | SCHOLARSHIP | $2,000 | |
| DEBRA MCREYNOLDS | |||||||
| 623 S 260TH AVE | ALTON | KS | 67623 | I | SCHOLARSHIP | $1,000 | |
| DEREK NAEGELE | |||||||
| PO BOX 67 | PORTIS | KS | 67474 | I | SCHOLARSHIP | $1,400 | |
| DOWNS ART COUNCIL | |||||||
| PO BOX 211 | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $1,500 | |
| DOWNS MINISTERIAL ALLIANCE (FOOD BANK) | |||||||
| 345 S HWY 181 | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $3,000 | |
| DRAKE KOOPS | |||||||
| 345 S HWY 181 | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 | |
| DYLAND PRUTER | |||||||
| PO BOX 6 | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,400 | |
| EASTIN CASEY | |||||||
| 2140 28TH RD | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,400 | |
| EILEEN MICK | |||||||
| 2546 CANDLECREST CIRCLE | MANHATTAN | KS | 66503 | I | SCHOLARSHIP | $2,000 | |
| EMMA CARLIN | |||||||
| 2016 W 90TH DR | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 | |
| ERIKA GEORGE | |||||||
| 519 ELM ST | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,400 | |
| ERIN BROWN | |||||||
| 1015 ROSS ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 | |
| ERIN LEIVAN | |||||||
| 910 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| ETHAN BERTRAND | |||||||
| 630 GYPSUM AVE | SALINA | KS | 67401 | I | SCHOLARSHIP | $1,000 | |
| ETHAN RODEHORST | |||||||
| 1613 WILLOW CORE | LAWRENCE | KS | 66046 | I | SCHOLARSHIP | $1,000 | |
| ETHAN SLOTHOWER | |||||||
| 340 N 5TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| FAITH LUTHERAN CHURCH OF OSBORNE | |||||||
| 629 N 2ND | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $2,000 | |
| FORD FUND | |||||||
| PO BOX 189 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $1,000 | |
| FORT HAYS STATE UNIVERSITY FOUNDATI | |||||||
| 610 PARK STREET | HAYS | KS | 67601 | PC | CHARITABLE GRANT | $64,610 | |
| FREE METHODIST CHURCH OF OSBORNE | |||||||
| 724 WEST MAIN STREET | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $2,000 | |
| GRACE BRETHREN CHURCH OF PORTIS | |||||||
| 108 E 5TH | PORTIS | KS | 67437 | PC | CHARITABLE GRANT | $2,000 | |
| JACOB CHAMBRAY | |||||||
| PO BOX 265 | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,700 | |
| JAMES ROENNE | |||||||
| 216 W CONNECTICUT | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,000 | |
| JARRETT EARL | |||||||
| 220 W ADAMS | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| JAYDE BLAIN | |||||||
| 617 70TH ROAD | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $2,000 | |
| JAYSON CARSWELL | |||||||
| 231 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 | |
| JENNA DIBBEL | |||||||
| 409 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 | |
| JENNA KETTER | |||||||
| 313 W 160TH DR | TIPTON | KS | 67485 | I | SCHOLARSHIP | $2,000 | |
| JENSEN FARRINGTON | |||||||
| 716 BAUM AVE | NATOMA | KS | 67651 | I | SCHOLARHSIP | $1,000 | |
| JESSA COCKERHAM | |||||||
| 525 COUNTY 388 DR | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 | |
| JESSICA ARNOLDY | |||||||
| 51 S 50TH AVE | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 | |
| JESSICA ENGLER | |||||||
| 673 W HWY 24 | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 | |
| JESSICA GREGORY | |||||||
| 218 S 4TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,000 | |
| JESSICA LAROCQUE | |||||||
| 336 70 ROAD | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $1,700 | |
| JESSICA PRINC | |||||||
| 221 W MADISON | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $850 | |
| JOSHUA ARNOLDY | |||||||
| 51 S 50TH AVE | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 | |
| JUSTIN BURCH | |||||||
| 101 MERCURY AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $700 | |
| JUSTIN THELEMAN | |||||||
| 2242 S 260THE AVE | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,400 | |
| KANSAS NATURAL RESOURCE FOUNDATION | |||||||
| 1117 W HWY 24 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $250 | |
| KATELYN MOORE | |||||||
| 3017 SHERMAN AVE | HAYS | KS | 67601 | I | SCHOLARSHIP | $2,000 | |
| KAYLEE ANGLIN | |||||||
| 362 W WISCONSIN | RUSSEL | KS | 67665 | I | SCHOLARSHIP | $1,400 | |
| KAYLEY CHRISLER | |||||||
| 5747 175TH ST | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,400 | |
| KEEGAN KOHL | |||||||
| 304 MORGAN AVE | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 | |
| KENDRA BRUMMER | |||||||
| 318 W 120TH DR | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 | |
| KENTON UBELAKER | |||||||
| 117 S 8TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 | |
| KOURTNEY GRAFEL | |||||||
| PO BOX 135 | NATOMA | KS | 67651 | I | SCHOLARSHIP | $2,000 | |
| KRISTIN WAGNER | |||||||
| 340 S HWY 181 | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,000 | |
| LACEY HOLLOWAY | |||||||
| 233 N 3RD | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,000 | |
| LANDON LACKEY | |||||||
| PO BOX 125 | PORTIS | KS | 67474 | I | SCHOLARSHIP | $1,400 | |
| LEE ANN MICHEL | |||||||
| 8802 W 95TH TERRACE | OVERLAND PARK | KS | 66212 | I | SCHOLARSHIP | $2,000 | |
| LIGHTHOUSE COMMUNITY CHURCH OF DOWNS | |||||||
| 901 W BLUNT | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $2,000 | |
| LOGAN SPRICK | |||||||
| 800 APOLLO AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 | |
| LUKAS SPRICK | |||||||
| 800 APOLLO AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 | |
| LUKEMIA & LYMPOHOMA SOCIETY | |||||||
| ATTN JAN R SUMNER 6611 E CENTRAL | WICHITA | KS | 67206 | PC | CHARITABLE GRANT | $64,610 | SUITE C |
| LUTHERAN CHUCH OF DOWNS | |||||||
| 1019 BLUNT | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $2,000 | |
| MADILYN STAPLES | |||||||
| 431 W ADAMS | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 | |
| MADISON BURDA | |||||||
| 1011 INGALLS ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 | |
| MAVERICK LEROCK | |||||||
| 535 N 2ND | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| MT AYE FRIENDS CHURCH | |||||||
| 1265 COUNTY 656 AVE | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $2,000 | |
| MT AYR HOLINESS ASSOCIATION | |||||||
| 431 W ADAMS | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $1,000 | |
| NATOMA BASEBALL ASSOCIATION | |||||||
| 908 6TH ST | NATOMA | KS | 67651 | PC | CHARITABLE GRANT | $3,000 | |
| NATOMA HERITAGE SEEKERS | |||||||
| PO BOX 116 | NATOMA | KS | 67651 | PC | CHARITABLE GRANT | $2,000 | |
| NATOMA PRIDE COMMITTEECITY OF NATOM | |||||||
| 811 4TH ST | NATOMA | KS | 67651 | I | CHARITABLE GRANT | $1,000 | |
| NICHOLAS CADY | |||||||
| 515 W MAIN | OSBORNE | KS | 67473 | PC | SCHOLARSHIP | $1,700 | |
| NORTH CENTRAL KANSAS OUTDOOR YOUTH FAIR | |||||||
| PO BOX 228 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $1,000 | |
| OSBORNE COMMUNITY FOUNDATION | |||||||
| 128 N 1ST | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $25,000 | |
| OSBORNE COUNTY FAIR BOARD | |||||||
| 231 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $10,000 | |
| OSBORNE COUNTY KANSAS LIVESTOCK ASSOC | |||||||
| 808 APOLLO AVE | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $2,500 | |
| OSBORNE COUNTY MEMORIAL HOSPITAL | |||||||
| 424 W NEW HAMPSHIRE ST | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $25,000 | |
| OSBORNE HOUSING AUTHORITY | |||||||
| 200 E VERMONT | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $1,000 | |
| OSBORNE MINISTERIAL ALLIANCE (FOOD BANK) | |||||||
| 125 S OAK | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $3,000 | |
| OSBORNE SENIOR CENTER | |||||||
| 108 W MAIN | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $1,500 | |
| PARADISE VALLEY CHURCH OF NATOMA | |||||||
| PO BOX 37 | NATOMA | KS | 67651 | PC | CHARITABLE GRANT | $2,000 | |
| PARKERS WOLTERS | |||||||
| 217 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 | |
| PEACE LUTHERAN CHURCH OF NATOMA | |||||||
| 705 5TH | NATOMA | KS | 67651 | PC | CHARITABLE GRANT | $2,000 | |
| PIECE WOLTERS | |||||||
| 217 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| PLEASANT PLAIN CHURCH | |||||||
| 2780 W 160TH DR | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $2,000 | |
| RACHEL LUND | |||||||
| 2576 C 671 AVE | SALDO | KS | 67673 | I | SCHOLARSHIP | $850 | |
| RACHEL ST CLAIR | |||||||
| 223 S 120TH AVE | PORTIS | KS | 67474 | I | SCHOLARSHIP | $850 | |
| REGAN CASEY | |||||||
| 2140 28TH RD | NATOMA | KS | 67651 | I | SCHOLARSHIP | $2,000 | |
| ROSE VALLEY CHURCH | |||||||
| 107 COUNTY 685 AVE | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $2,000 | |
| SAGE SCHLAEFLI | |||||||
| 320 LAKE DR | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $1,700 | |
| SARAH NEUMANN | |||||||
| 515 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,700 | |
| SARAH PELTON | |||||||
| 5713 181ST ST | PARADISE | KS | 67658 | I | SCHOLARSHIP | $2,000 | |
| SAVANA BRUSH | |||||||
| 5 CIRCLE DR | DOWNS | KS | 67473 | I | SCHOLARSHIP | $850 | |
| SETH CONWAY | |||||||
| 465 S 120TH AVE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 | |
| SHAY ENDSLEY | |||||||
| 809 DIVISION | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 | |
| SHAYLA GRIFFIN | |||||||
| 2495 13 ROAD | PLAINVILLE | KS | 67663 | I | SCHOLARSHIP | $2,000 | |
| SHAYNE RENKEN | |||||||
| 29022 240TH RD | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 | |
| SHAYNNE BRUMMER | |||||||
| 509 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| SHEILA ELMORE | |||||||
| 1306 4TH ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,700 | |
| SHELBY KREIDER | |||||||
| 402 W MAIN | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $2,000 | |
| SIERRA SENGER | |||||||
| PO BOX 37 | GLEN ELDER | KS | 67446 | I | SCHOLARSHIP | $1,700 | |
| SOLOMON VALLEY TRASPORTATION | |||||||
| PO BOX 70 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $5,500 | |
| SONNY GRIDLEY | |||||||
| 19414 LURAY LANE | LURAY | KS | 67649 | I | SCHOLARSHIP | $1,700 | |
| ST ALOYSIUS CATHOLIC CHURCH | |||||||
| 203 N ELM | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $64,610 | |
| ST MARYS CATHOLIC CHURCH OF DOWNS | |||||||
| 1312 PRENTISS STREET | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $2,000 | |
| STACEY CARSWELL | |||||||
| 231 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,000 | |
| TAITEM ZEIGLER | |||||||
| 2820 HWY 18 | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,400 | |
| TANNER BOWLES | |||||||
| 402 OAK ST | CAWKER CITY | KS | 67430 | I | SCHOLARSHIP | $1,400 | |
| TANNER CONWAY | |||||||
| 119 S 10TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $1,400 | |
| TATUM PFORTMILLER | |||||||
| PO BOX 247 | NATOMA | KS | 67651 | I | SCHOLARSHIP | $1,700 | |
| TAYLOR BECKER | |||||||
| 1200 FIRST ST | DOWNS | KS | 67437 | I | SCHOLARSHIP | $1,400 | |
| TAYLOR NOEL | |||||||
| 315 W 3RD ST | PORTIS | KS | 67474 | I | SCHOLARSHIP | $1,700 | |
| TERRAN HOMBURG | |||||||
| 1784 190TH ST | MARION | KS | 66861 | I | SCHOLARSHIP | $2,000 | |
| THE SALVATION ARMY | |||||||
| PO BOX 412577 | KANSAS CITY | MO | 64141 | PC | CHARITABLE GRANT | $64,610 | |
| TRISTEN WINKEL | |||||||
| 1677 GLEN LANE | GLEN ELDER | KS | 67446 | I | SCHOLARSHIP | $1,000 | |
| TRYSTAN SCHLAEFLID | |||||||
| 246 W HWY 24 | DOWNS | KS | 67437 | I | SCHOLARSHIP | $2,000 | |
| TYLER LUND | |||||||
| 2576 COUNTY 671 AVE | WALDO | KS | 67673 | I | SCHOLARSHIP | $1,400 | |
| TYRON GRUEWELL | |||||||
| 300 E ALLEN ST | GLEN ELDER | KS | 67446 | I | SCHOLARSHIP | $1,400 | |
| UNITED CHRISTIAN CHURCH OF OSBORNE | |||||||
| 212 N 2ND | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $2,000 | |
| UNITED METHODIST CHURCH OF ALTON | |||||||
| 408 MILL ST | ALTON | KS | 67623 | PC | CHARITABLE GRANT | $2,000 | |
| UNITED METHODIST CHURCH OF DOWNS | |||||||
| 1000 MORGAN AVE | DOWNS | KS | 67437 | PC | CHARITABLE GRANT | $2,000 | |
| UNITED METHODIST CHURCH OF NATOMA | |||||||
| 804 4TH ST | NATOMA | KS | 67651 | PC | CHARITABLE GRANT | $2,000 | |
| UNITED METHODIST CHURCH OF OSBORNE | |||||||
| PO BOX 287 | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $2,000 | |
| UNITED METHODIST CHURCH OF PORTIS | |||||||
| PO BOX 103 | PORTIS | KS | 67623 | PC | CHARITABLE GRANT | $2,000 | |
| USD 392 | |||||||
| 213 W ADAMS | OSBORNE | KS | 67473 | PC | CHARITABLE GRANT | $1,000 | |
| WESTERN KANSAS CHILD ADVOCACY CENTER | |||||||
| 103 E 9TH ST | SCOTT CITY | KS | 67871 | PC | CHARITABLE GRANT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $647,959 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRETTON WOLTERS | ||||||
| 68 S 120TH AVE | PORTIS | KS | 67474 | I | SCHOLARSHIP | $700 |
| TANNER CONWAY | ||||||
| 119 S 10TH | OSBORNE | KS | 67473 | I | SCHOLARSHIP | $700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,400 | 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 | $1,126 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $318,516 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $46,040 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $69,478 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $219,927 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $655,087 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $655,087 | 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 |
| 5 | ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS |
| 7 | ALL INVESTMENT INCOME USED IN CONTRIBUTION DISTRIBUTIONS |
| 8 | PRINCIPAL INCOME (LOSS) GENERATED NOT SUBJECT TO DISTRIBUTIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,893 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,893 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ZURICH REINSURANCE | $49,500 | $58,422 |
| ISHARES INV GRADE CORP BOND | $21,684 | $24,312 |
| POWERSHARES BUILD AMERICA BOND EFT | $75,585 | $87,467 |
| ISHARES HIGH YIELD CORPORATE BOND FUND | $9,439 | $9,599 |
| BLACK HILLS CORP | $30,291 | $31,398 |
| EBAY INC | $19,333 | $20,326 |
| NATIONAL RURAL UTIL COOP FIN | $25,000 | $25,325 |
| WELLS FARGO 3.45% DUE 02/13/2023 | $14,978 | $15,286 |
| CONOCOPHILLIPS | $14,892 | $15,443 |
| DISCOVERY COMMUNICATIONS | $21,041 | $21,336 |
| COLUMBIA PIPELINE | $21,039 | $21,295 |
| GOLDMAN SACHS | $49,850 | $50,196 |
| HOME BANCSHARES | $20,525 | $20,880 |
| VERIZON | $24,158 | $24,506 |
| GOLDMAN SACHS | $19,850 | $19,626 |
| ISHARES TR IBONDS | $20,023 | $20,307 |
| ISHARES TR IBONDS | $20,056 | $20,234 |
| ISHARES TR IBONDS | $19,725 | $20,274 |
| ISHARES TR IBONDS | $19,648 | $20,040 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $23,594 | $31,104 |
| ABBOTT LABS | $11,236 | $28,535 |
| BERKSHIRE HATHAWAY INC | $20,721 | $109,021 |
| CHEVERON CORP | $7,743 | $37,557 |
| COCA COLA CO | $29,956 | $45,880 |
| DISNEY WALT CO COM DISNEY | $20,029 | $107,510 |
| DUKE ENERGY CORP | $57,007 | $84,110 |
| EXXON MOBIL CORP | $17,444 | $37,638 |
| GENERAL ELEC CO | $23,841 | $17,450 |
| HOME DEPOT INC | $20,861 | $132,671 |
| JOHNSON & JOHNSON | $17,305 | $55,888 |
| KIMBERLY-CLARK CORP | $9,929 | $24,132 |
| LOWES CO INC | $20,632 | $46,470 |
| MCDONALDS CORP | $21,788 | $172,120 |
| MICROSOFT CORP | $12,514 | $25,662 |
| MIDWAY COOP, OSBORNE | $10 | $10 |
| PEPSICO INC | $26,960 | $119,920 |
| PFIZER INC | $14,850 | $18,110 |
| POWERSHARES QQQ | $7,231 | $36,604 |
| PROCTER & GAMBLE CO | $23,348 | $45,940 |
| S & P SPDR CONSUMER DISCRETIONARY | $5,353 | $15,790 |
| S & P SPDR ENERGY | $18,406 | $21,678 |
| S & P SPDR FINANCIALS | $21,151 | $30,701 |
| VALERO ENERGY CORP NEW | $15,016 | $25,275 |
| VERIZON COMMUNICATIONS INC. | $5,863 | $10,586 |
| WALMART | $38,624 | $79,000 |
| WALGREEN CO | $14,741 | $43,572 |
| CVS HEALTH CORPORATION | $12,714 | $14,500 |
| CISCO SYS INC | $30,900 | $57,450 |
| MEDTRONIC INC | $33,087 | $80,750 |
| NEXTERA ENERGY INC. COM | $32,876 | $156,190 |
| S&P SPDR 500 ETF | $8,703 | $26,686 |
| SPDR DOW JONES INDUSTRIAL AVE ETF TRUST | $16,991 | $37,107 |
| MONDELEZ INTERNATIONAL INC COM | $12,165 | $12,840 |
| ABBVIE INC | $12,185 | $48,355 |
| FIDELITY SEL HEALTH CARE | $10,000 | $18,531 |
| FIDELITY SELECT BIOTECH PORTFOLIO | $8,510 | $42,601 |
| OAKMARK INTERNATIONAL 109C | $75,000 | $90,801 |
| JOHN HANCOCK DISCIPLINED VAL MID CAP | $33,200 | $42,768 |
| VANGUARD EQUITY INCOME ADM | $7,500 | $10,485 |
| VANGUARD INDEX FDS 500 IDX FD SHS | $13,003 | $24,639 |
| APPLE INC | $38,218 | $56,692 |
| BARON SELECT FUNDS EMGMKTS RETAIL | $57,900 | $71,871 |
| ISHARES TR U.S. PFD STK ETF | $47,465 | $45,684 |
| VANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL SHS | $25,000 | $32,095 |
| ALPHABET INC | $49,677 | $73,738 |
| AMERISOURCEBERGEN CORP | $47,610 | $55,092 |
| COMPASS MINERALS INTL | $48,344 | $50,575 |
| EXPRESS SCRIPTS HLDG | $64,620 | $67,176 |
| FACEBOOK INC | $75,045 | $105,876 |
| MASTERCARD INC | $37,240 | $60,544 |
| MCKESSON CORPORATION | $240,865 | $233,925 |
| ORACLE CORPORATION | $20,500 | $23,640 |
| UNITED TECHNOLOGIES CORP | $52,750 | $63,785 |
| VISA INC | $39,075 | $57,010 |
| WELLS FARGO & CO | $23,250 | $30,335 |
| S & P SPDR TECHNOLOGY | $13,140 | $19,185 |
| SELECT SECTOR SPDR | $4,556 | $6,588 |
| VANGUARD TELECOM SERVICES | $9,513 | $9,115 |
| SANOFI ADR | $11,348 | $12,900 |
| T ROWE PRICE GROWTH STOCK | $35,368 | $44,257 |
| ANALOG DEVICES, INC | $78,079 | $89,030 |
| DOWDUPONT INC | $20,856 | $49,854 |
| ENBRIDGE INC | $7,816 | $7,822 |
| UNILEVER PLC ADR | $10,880 | $11,068 |
| BRANDES INTL SMALL CAP | $15,000 | $14,263 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $55,920 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $56,629 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,543,744 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,628,114 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | B.A.G. DIVERSIFIED PREMIUM LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $112,985 | BookValueAmt |
| EOYFMV | $112,985 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,350 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,350 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFFERED PATRONAGE | $13,136 | $13,928 | $13,928 |
| ACCRUED DIVIDENDS, INTEREST, AND CAPITAL GAINS RECEIVABLE | $528 | $1,123 | $1,123 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHEMICAL | $898 | $898 | $0 |
| FERTILIZER | $14,438 | $14,438 | $0 |
| INSURANCE | $5,063 | $5,063 | $0 |
| UTILITIES | $1,755 | $1,755 | $0 |
| SEVERENCE TAX | $4 | $4 | $0 |
| REPAIRS | $8,571 | $8,571 | $0 |
| MISCELLANEOUS EXPENSE | $115 | $115 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GRAIN SALES | $42,111 | $42,111 | $42,111 |
| PATRONAGE DIVIDEND | $3,048 | $3,048 | $3,048 |
| INSURANCE PROCEEDS | $4,365 | $4,365 | $4,365 |
| REIMBURSEMENTS | $3,948 | $3,948 | $3,948 |
| SCHOLARSHIP & GRANTS REFUNDS | $9,059 | $9,059 | $9,059 |
| ROYALTY | $1,875 | $1,875 | $1,875 |
| LAND DAMAGES | $2,480 | $2,480 | $2,480 |
| GOVERNMENT PAYMENTS | $2,592 | $2,592 | $2,592 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $17,899 | $17,899 | $0 |
| INCOME TAXES | $9,053 | $9,053 | $0 |
| OIL ROYALTY TAXES | $183 | $183 | $0 |
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