SARVER CHARITABLE TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SARVER CHARITABLE TR (EIN 48-6298990)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201241369349100224
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-15T08:49:31-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742842755 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUDENKAUF & MALONE INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 631 | AddressLine1 |
| City | RUSSELL | City |
| State | KS | State |
| ZIP Code | 67665 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486298990 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARVER CHARITABLE TRUST CO THE PEOPLES BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SARV | NameControl |
| Phone | 7852826682 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1 |
| City | SMITH CENTER | City |
| State | KS | State |
| ZIP Code | 66967 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHANE T MCCALL | Name |
| Title | TRUST OFFICER | Title |
| Phone | 7852826682 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAMELA J GUDENKAUF | Name |
| PTIN | P01212778 | PTIN |
| Phone | 7854836220 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10690060 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 4001 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4001 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 360602 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 360602 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 28088 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 28088 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 28088 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 7251 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1669558 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7251 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 109049 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 109049 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 508991 | TotalRevenueAndExpenses |
| Total Net Investment Income | 508991 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 48298 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 28979 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 19319 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3600 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 3600 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 21894 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 21894 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 924 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 924 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 30260 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 30260 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 108476 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 82057 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 26419 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 438043 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 539392 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 546519 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 82057 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 565811 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -37528 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 426934 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1383 | CashBOY |
| Cash EOY | 4810 | CashEOY |
| Cash EOYFMV | 4810 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 490043 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 583159 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 583159 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 5641450 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 4951144 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 5155715 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1304109 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1326696 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1872231 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 371939 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 802390 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 805964 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc Basis | 805148 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 15190 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 790882 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 789958 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 2104260 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 153855 | InvestmentsOtherBOY |
| Investments Other EOY | 153855 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 149100 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 12047 | OtherAssetsBOY |
| Other Assets EOY | 14821 | OtherAssetsEOY |
| Other Assets EOYFMV | 14821 | OtherAssetsEOYFMV |
| Total Assets BOY | 8765708 | TotalAssetsBOY |
| Total Assets EOY | 8626833 | TotalAssetsEOY |
| Total Assets EOYFMV | 10690060 | TotalAssetsEOYFMV |
| Grants Payable BOY | 173166 | GrantsPayableBOY |
| Grants Payable EOY | 71819 | GrantsPayableEOY |
| Total Liabilities BOY | 173166 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 71819 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 6433342 | CapitalStockBOY |
| Capital Stock EOY | 6433342 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2159200 | RetainedEarningsBOY |
| Retained Earnings EOY | 2121672 | RetainedEarningsEOY |
| Total Net Assets BOY | 8592542 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8555014 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8765708 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8626833 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8592542 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -37528 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 8555014 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8555014 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (29 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| FEDERAL HOME LOAN MORTGAGE | P | 2011-09-19 | 2011-09-21 | 29000 | 29000 | 0 | 0 |
| FEDERAL NATL MORTGAGE ASSN | P | 2010-07-13 | 2011-06-28 | 334000 | 336505 | -2505 | -2505 |
| FEDERAL NATL MORTGAGE ASSN | P | 2011-08-02 | 2011-10-21 | 50000 | 50000 | 0 | 0 |
| THE PEOPLES BANK CD | P | 2010-03-24 | 2011-02-24 | 50000 | 50000 | 0 | 0 |
| BP PLC | P | 2009-11-27 | 2011-04-28 | 9270 | 11680 | -2410 | -2410 |
| CHANUTE KS ELEC LT & GAS REV | P | 2009-12-01 | 2011-11-01 | 50000 | 50126 | -126 | -126 |
| CONOCOPHILLIPS | P | 1998-11-24 | 2011-10-04 | 922 | 412 | 510 | 510 |
| CONOCOPHILLIPS | P | 1998-11-12 | 2011-10-04 | 11073 | 4939 | 6134 | 6134 |
| FEDERAL HOME LOAN MORTGAGE | P | 2009-09-21 | 2011-06-07 | 10000 | 10001 | -1 | -1 |
| FEDERAL FARM CREDIT | P | 2009-01-06 | 2011-11-07 | 20000 | 20002 | -2 | -2 |
| FEDERAL HOME LOAN BANK | P | 2006-04-07 | 2011-05-03 | 305000 | 305000 | 0 | 0 |
| FEDERAL HOME LOAN BANK | P | 2006-06-19 | 2011-06-30 | 150000 | 150000 | 0 | 0 |
| FEDERAL HOME LOAN BANK | P | 2006-07-11 | 2011-07-12 | 15000 | 15000 | 0 | 0 |
| FEDERAL HOME LOAN BANK | P | 2006-06-28 | 2011-07-12 | 20000 | 20000 | 0 | 0 |
| FEDERAL HOME LOAN BANK | P | 2008-12-19 | 2011-07-27 | 50000 | 50006 | -6 | -6 |
| FEDERAL HOME LOAN BANK | P | 2007-11-16 | 2011-05-18 | 85000 | 85002 | -2 | -2 |
| FEDERAL HOME LOAN BANK | P | 2007-12-17 | 2011-12-27 | 30000 | 30000 | 0 | 0 |
| FEDERAL HOME LOAN BANK | P | 2009-02-19 | 2011-07-25 | 35000 | 35003 | -3 | -3 |
| FEDERAL NATL MORTGAGE ASSN | P | 2009-08-26 | 2011-04-28 | 5000 | 5001 | -1 | -1 |
| FEDERAL NATL MORTGAGE ASSN | P | 20000 | 20002 | -2 | -2 | ||
| FEDERAL NATL MORTGAGE ASSN | P | 2008-02-14 | 2011-04-28 | 100000 | 100010 | -10 | -10 |
| FEDERAL NATL MORTGAGE ASSN | P | 2009-04-27 | 2011-01-13 | 30000 | 30003 | -3 | -3 |
| FEDERAL NATL MORTGAGE ASSN | P | 2009-01-21 | 2011-03-08 | 90000 | 90007 | -7 | -7 |
| FEDERAL NATL MORTGAGE ASSN | P | 2010-06-10 | 2011-06-30 | 50000 | 49875 | 125 | 125 |
| FEDERAL NATL MORTGAGE ASSN | P | 2009-04-07 | 2011-06-21 | 25000 | 25003 | -3 | -3 |
| FEDERAL NATL MORTGAGE ASSN | P | 2009-04-23 | 2011-12-15 | 35000 | 35004 | -4 | -4 |
| FORTUNE BRAND INC | P | 2009-03-23 | 2011-01-15 | 20000 | 19988 | 12 | 12 |
| GENERAL ELECTRIC CAP CORP | P | 2009-01-13 | 2011-11-14 | 35000 | 34738 | 262 | 262 |
| Capital Gains Dividends | P | 5293 | 5293 | 5293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7251 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 381441 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9642941 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.039557 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 376109 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9474128 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039699 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 454564 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9765690 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046547 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 448483 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9803025 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045749 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 397955 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9405235 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042312 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.213864 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042773 | AverageDistributionRatio |
| Net Noncharitable Assets | 10288776 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 440082 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4269 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 444351 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 565811 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4269 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4269 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4269 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8480 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8480 | TotalCreditsAndPayments |
| Overpayment | 4211 | Overpayment |
| Amount Credited To Next Year | 4211 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | KS | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PEOPLES BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7852826682 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1 |
| City | SMITH CENTER | City |
| State | KS | State |
| ZIP Code | 669670307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| THE PEOPLES BANK | ||||||||
| PO BOX 307 | SMITH CENTER | KS | 66967 | TRUSTEE | 1.00 | 48298 | 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 | ||||||||
| PO BOX 345 | OSBORNE | KS | 67473 | BOARD MEMBER | 0.00 | 0 | 0 | 0 |
| FRANCES LEADABRAND | ||||||||
| 630 W VERMONT | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7667944 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 856034 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1921480 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10445458 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10445458 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 156682 | CashDeemedCharitable |
| Net Noncharitable Assets | 10288776 | NetNoncharitableAssets |
| Minimum Investment Return | 514439 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 514439 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4269 | TaxBasedOnInvestmentIncome |
| Total Tax | 4269 | TotalTax |
| Distributable Amount Before Adj | 510170 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 510170 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 510170 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 565811 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 565811 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4269 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 561542 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 510170 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 249626 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 565811 | QualifyingDistributions |
| Applied To Year1 | 249626 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 316185 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 193985 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo (3 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Phone NumberRecipientPhoneNumber | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards |
|---|---|---|---|---|---|---|---|---|
| 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, HIGH SCHOOL INFORMATION, SCHOOL AND COMMUNITY ACTIVITIES, NUMBER OF SIBLINGS AND WHAT GRADES, OTHER SCHOLARSHIP AND GRANTS RECEIVING, HOW YOU WILL FINANCE EDUCATION, WHAT YOU HAVE DONE TO PREPARE SELF, WHY YOU DESERVE THE SCHOLARSHIP, 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, ATTACH A CERTIFIED TRANSCRIPT FORM POST-SECONDARY SCHOOL AND GPA, SCHOOL AND COMMUNITY ACTIVITIES, NUMBER OF SIBLINGS AND WHAT GRADES, OTHER SCHOLARSHIP AND GRANTS RECEIVING, HOW YOU WILL FINANCE EDUCATION, WHAT YOU HAVE DONE TO PREPARE SELF, WHY YOU DESERVE THE SCHOLARSHIP, AND ANY OTHER INFORMATION THAT WILL HELP THE BOARD SELECTION. | SCHOLARSHIP APRIL 1ST | ANY HIGH SCHOOL GRADUATE OR RESIDENT OF OSBORNE COUNTY |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (209 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| AARON GEIST | ||||||
| 546 N 2ND | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| ADAM CONWAY | ||||||
| 465 S 120TH AVE | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| ADRIENNE KOOPS | ||||||
| 343 S HWY 181 | DOWNS | KS | 67437 | SCHOLARSHIP | $800 | |
| ALISA ROTMAN | ||||||
| 30072 310 RD | CAWKER CITY | KS | 67430 | SCHOLARSHIP | $800 | |
| ALLISON SCHOEN | ||||||
| 1609 LEAVENWORTH | MANHATTAN | KS | 66502 | SCHOLARSHIP | $400 | |
| AMBERLEIGH PLOWMAN | ||||||
| 2242 EMERSON ST | DENVER | CO | 80204 | SCHOLARSHIP | $600 | |
| AMERICAN CANCER SOCIETY INC | ||||||
| 1315 SW ARROWHEAD RD C/O T FURJANIC | TOPEKA | KS | 66604 | CHARITABLE GRANT | $53,520 | |
| ANDREA CADY | ||||||
| 515 W MAIN | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| ASSEMBLY OF GOD CHURCH - OSBORNE | ||||||
| 125 S OAK | OSBORNE | KS | 67473 | CHARITABLE GRANT | $1,000 | |
| BAILOR HARDMAN | ||||||
| 204 E MAIN | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| BETHANY KNOLL | ||||||
| 233 N 5TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| BIBLE BAPTIST CHURCH OF OSBRONE | ||||||
| 131 SOUTH 2ND | OSBORNE | KS | 67473 | CHARITABLE GRANT | $1,000 | |
| BLAKE NICHOLS | ||||||
| 216 N 4TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| BRADLEY STANLEY | ||||||
| 918 BROWN AVE | DOWNS | KS | 67437 | SCHOLARSHIP | $600 | |
| CASSIDY STORER | ||||||
| 615 LAKE DR | CAWKER CITY | KS | 67430 | SCHOLARSHIP | $1,000 | |
| CHELSEA GRIEVE | ||||||
| 1843 W 100TH DR | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| CHELSEY OLIVER | ||||||
| 1264 W 107TH DR | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| CHRISTIAN CHURCH OF DOWNS | ||||||
| 1071 MORGAN AVE | DOWNS | KS | 67437 | CHARITABLE GRANT | $1,000 | |
| CHRISTOPHER EAKIN | ||||||
| 225 S 8TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| CLAYTON THELEMAN | ||||||
| 2242 S 260TH AVE | NATOMA | KS | 67651 | SCHOLARSHIP | $800 | |
| CLINT SHOEMAKER | ||||||
| 209 S MARSHALL | GLEN ELDER | KS | 67446 | SCHOLARSHIP | $800 | |
| DARRIN SIMMONS | ||||||
| 713 DIVISION | DOWNS | KS | 67437 | SCHOLARSHIP | $1,000 | |
| DAVID CARY | ||||||
| 443 W 45TH DRIVE | DOWNS | KS | 67437 | SCHOLARSHIP | $1,000 | |
| DAVID ELLIOTT | ||||||
| 1952 COUNTY 412 DR | WALDO | KS | 67673 | SCHOLARSHIP | $800 | |
| DEMI FRENCH | ||||||
| 118 S 9TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| DEVIN SPEARS | ||||||
| 934 S HWY 281 | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| DOWNS ART COUNCIL | ||||||
| PO BOX 211 | DOWNS | KS | 67437 | CHARITABLE GRANT | $1,500 | |
| EASTIN CASEY | ||||||
| 2140 28TH RD | NATOMA | KS | 67651 | SCHOLARSHIP | $1,000 | |
| EMILY GIRARD | ||||||
| 755 COUNTY 388 DR | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| EMILY WOLTERS | ||||||
| PO BOX 55 | PORTIS | KS | 67474 | SCHOLARSHIP | $600 | |
| ERIC MANS | ||||||
| 913 S 130TH AVE | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| FAITH LUTHERAN CHRUCH OF OSBORNE | ||||||
| 629 N 2ND | OSBORNE | KS | 67473 | CHARITABLE GRANT | $1,500 | |
| FORD FUND | ||||||
| PO BOX 189 | OSBORNE | KS | 67473 | CHARITABLE GRANT | $750 | |
| FORT HAYS STATE UNIVERISTY FOUNDATION | ||||||
| 610 PARK STREET | HAYS | KS | 67601 | CHARITABLE GRANT | $53,519 | |
| FRANK KOGBEY | ||||||
| 602 PETERMAN | DOWNS | KS | 67437 | SCHOLARSHIP | $600 | |
| FREE METHODIST CHURCH OF OSBORNE | ||||||
| 724 WEST MAIN STREET | OSBORNE | KS | 67473 | CHARITABLE GRANT | $1,000 | |
| GINA GOHEEN | ||||||
| 809 S 130TH AVE | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| GRACE BRETHREN CHURCH | ||||||
| 108 E 5TH | PORTIS | KS | 67437 | CHARITABLE GRANT | $1,000 | |
| HANNAH THIBAULT | ||||||
| 840 S 150TH AVE | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| HEARTLAND SERVE | ||||||
| 123 S 9TH | OSBORNE | KS | 67473 | CHARITABLE GRANT | $2,500 | |
| JAMES FLOYD | ||||||
| 224 N 4TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $300 | |
| JARI BOLAND | ||||||
| 321 W VERMONT | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| JENIFER WOLTERS | ||||||
| 906 W MAIN | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| JOCELYN CONWAY | ||||||
| 206 SOUTH 10TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| JODI KOOPS | ||||||
| 606 DELAWARE ST | DOWNS | KS | 67437 | SCHOLARSHIP | $800 | |
| JODI MURPHY | ||||||
| 1866 W 300TH DR | WALDO | KS | 67673 | SCHOLARSHIP | $800 | |
| JOEL CARLIN | ||||||
| 116 N 5TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| JOEL CUSHING | ||||||
| 16 CIRCLE DR | DOWNS | KS | 67437 | SCHOLARSHIP | $800 | |
| JON EICKENBERG | ||||||
| 232 S 2ND | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| JONATHAN TROTTER | ||||||
| 30051 280 RD | DOWNS | KS | 67437 | SCHOLARSHIP | $1,000 | |
| JOSEPH SUMPTER | ||||||
| 541 W 47TH DR | DOWNS | KS | 67437 | SCHOLARSHIP | $800 | |
| KACI REYNOLDS | ||||||
| 688 S 230TH AVE | ALTON | KS | 67623 | SCHOLARSHIP | $400 | |
| KANSAS NATURAL RESOURCE FOUNDATION | ||||||
| 1117 W HWY 24 | OSBORNE | KS | 67473 | CHARITABLE GRANT | $250 | |
| KATELYN WOLTERS | ||||||
| 111 MERCURY AVE | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| KAYLA WILLIAMS | ||||||
| 917 W DELAY | DOWNS | KS | 67437 | SCHOLARSHIP | $800 | |
| KIMBERLY BRINKER | ||||||
| 216 S MARSHALL | GLEN ELDER | KS | 67446 | SCHOLARSHIP | $800 | |
| LACEY GORSUCH | ||||||
| 209 N 3RD | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| LAURA HOFFLINGER | ||||||
| 2000 HWY 24 | GLEN ELDER | KS | 67446 | SCHOLARSHIP | $1,000 | |
| LEANNA STREIT | ||||||
| 140 W HWY 181 | TIPTON | KS | 67485 | SCHOLARSHIP | $1,000 | |
| LEE ANN MICHEL | ||||||
| 327 S 80TH AVE | DOWNS | KS | 67437 | SCHOLARSHIP | $1,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||
| ATTN JAN R SUMNER 6611 E CENTRAL | WICHITA | KS | 67206 | CHARITABLE GRANT | $53,519 | SUITE C |
| LEVI SPRICK | ||||||
| 800 APOLO AVE | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| LIGHTHOUSE COMMUNITY CHURCH | ||||||
| 901 W BLUNT | DOWNS | KS | 67437 | CHARITABLE GRANT | $1,000 | |
| LINCOLN GRIFFIN | ||||||
| 3030 R RD | NATOMA | KS | 67651 | SCHOLARSHIP | $600 | |
| LINDSEY HOAR | ||||||
| 210 W JEFFERSON | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| LINDSEY MURPHY | ||||||
| 401 CHATHAM | PORTIS | KS | 67474 | SCHOLARSHIP | $1,000 | |
| LUTHERAN CHURCH OF DOWNS | ||||||
| 1019 BLUNT | DOWNS | KS | 67437 | CHARITABLE GRANT | $1,000 | |
| MADISON LEROCK | ||||||
| 535 N 2ND | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| MARIAH WILES | ||||||
| 1760 S RD | HUNTER | KS | 67452 | SCHOLARSHIP | $800 | |
| MASON ANGEL | ||||||
| 2539 W HWY 18 | PARADISE | KS | 67658 | SCHOLARSHIP | $800 | |
| MEGAN BERKLEY | ||||||
| 1333 COUNTY 671 AVE | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| MEGAN BURCH | ||||||
| 303 S 3RD | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| MICHAELA GASPER | ||||||
| 159 W 180TH DR | TIPTON | KS | 67485 | SCHOLARSHIP | $500 | |
| MORGAN MCNEAL | ||||||
| 2154 W 240TH DR | PARADISE | KS | 67658 | SCHOLARSHIP | $1,000 | |
| MT AYR FRIENDS CHURCH | ||||||
| 1265 COUNTY 656 AVE | ALTON | KS | 67623 | CHARITABLE GRANT | $1,000 | |
| NATHAN FOSTER | ||||||
| 913 MICHIGAN ST APT 1 | LAWRENCE | KS | 66044 | SCHOLARSHIP | $400 | |
| NATHAN MORRISON | ||||||
| 111 S 5TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| NATHANIEL MICK | ||||||
| 1864 W 70TH DR | ALTON | KS | 67623 | SCHOLARSHIP | $1,000 | |
| NICK ROACH | ||||||
| 2550 W 70TH DR | ALTON | KS | 67623 | SCHOLARSHIP | $800 | |
| NICOLE CARL | ||||||
| 617 DELAWARE | DOWNS | KS | 67437 | SCHOLARSHIP | $800 | |
| NICOLE CARLIN | ||||||
| 1894 W 70TH DR | ALTON | KS | 67623 | SCHOLARSHIP | $1,000 | |
| OLIVIA ARAMENDI | ||||||
| 715 W WISCONSIN ST | CAWKER CITY | KS | 67430 | SCHOLARSHIP | $1,000 | |
| OSBORNE COUNTY FAIR ASSOCIATION | ||||||
| 1771 COUNTY 388 DR | OSBORNE | KS | 67473 | CHARITABLE GRANT | $3,500 | |
| OSBORNE COUNTY KANSAS LIVESTOCK ASSOC | ||||||
| 808 APOLLO AVE | OSBORNE | KS | 67473 | CHARITABLE GRANT | $1,425 | |
| OSBORNE COUNTY MEMORIAL HOSPITAL | ||||||
| 424 W NEW HAMPSHIRE ST | OSBORNE | KS | 67473 | CHARITABLE GRANT | $83,140 | |
| OSBORNE MINISTERIAL ALLIANCE (FOOD BANK) | ||||||
| 125 S OAK | OSBORNE | KS | 67473 | CHARITABLE GRANT | $1,000 | |
| OSBORNE PUBLIC LIBRARY | ||||||
| 325 W MAIN | OSBORNE | KS | 67473 | CHARITABLE GRANT | $808 | |
| OSBORNE SENIOR CENTER | ||||||
| 108 W MAIN | OSBORNE | KS | 67473 | CHARITABLE GRANT | $1,000 | |
| PAIGE EICKHOFF | ||||||
| 913 5TH STREET | NATOMA | KS | 67651 | SCHOLARSHIP | $800 | |
| PAIGE NOEL | ||||||
| 315 W 3RD | PORTIS | KS | 67474 | SCHOLARSHIP | $800 | |
| PARADISE VALLEY CHURCH | ||||||
| PO BOX 37 | NATOMA | KS | 67651 | CHARITABLE GRANT | $1,000 | |
| PEACE LUTHERAN CHURCH OF NATOMA | ||||||
| 705 5TH | NATOMA | KS | 67651 | CHARITABLE GRANT | $1,000 | |
| PLEASANT PLAIN CHURCH | ||||||
| 2780 W 160TH DR | ALTON | KS | 67623 | CHARITABLE GRANT | $1,000 | |
| PORTIS PRIDE | ||||||
| PO BOX 114 | PORTIS | KS | 67474 | CHARITABLE GRANT | $500 | |
| RACHEL RENKEN | ||||||
| 27051 DD RD | DOWNS | KS | 67437 | SCHOLARSHIP | $1,000 | |
| REBECCA BEAR | ||||||
| 2305 S 130TH AVE | WALDO | KS | 67673 | SCHOLARSHIP | $1,000 | |
| RENZO DRAAYER | ||||||
| 15 CIRCLE DR | DOWNS | KS | 67437 | SCHOLARSHIP | $800 | |
| RIKKI LUNDY | ||||||
| 2452 W 170TH DR | ALTON | KS | 67623 | SCHOLARSHIP | $1,000 | |
| RIORDAN CALDWELL | ||||||
| 302 DIVISION ST | DOWNS | KS | 67437 | SCHOLARSHIP | $800 | |
| ROSE VALLEY CHURCH | ||||||
| 107 COUNTY 685 AVE | DOWNS | KS | 67437 | CHARITABLE GRANT | $1,000 | |
| ROXANNE WALLACE | ||||||
| R1 BOX 17A | TIPTON | KS | 67485 | SCHOLARSHIP | $1,000 | |
| RYAN GASPER | ||||||
| 159 W 18TH DR | TIPTON | KS | 67485 | SCHOLARSHIP | $600 | |
| SARA WINKEL | ||||||
| 1677 GLEN LANE | GLEN ELDER | KS | 67446 | SCHOLARSHIP | $800 | |
| SARAH WAUGH | ||||||
| 227 N 1ST | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| SASHA WORLEY | ||||||
| 126 N OAK | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| SHAWNA FRESQUEZ | ||||||
| 821 ROSS | DOWNS | KS | 67437 | SCHOLARSHIP | $400 | |
| SIDNEY DOANE | ||||||
| 28081 BB RD | DOWNS | KS | 67437 | SCHOLARSHIP | $1,000 | |
| SLOANE HARMAN | ||||||
| 204 E MAIN | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| ST ALOYSIUS CATHOLIC CHURCH | ||||||
| 203 N ELM | OSBORNE | KS | 67473 | CHARITABLE GRANT | $53,519 | |
| ST MARY'S CATHOLIC CHURCH OF DOWNS | ||||||
| 1312 PRENTISS STREET | DOWNS | KS | 67437 | CHARITABLE GRANT | $1,000 | |
| STEPHANIE PLOWMAN | ||||||
| 211 S 2ND | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| STEVIE ST CLAIR | ||||||
| 233 S 120TH AVE | PORTIS | KS | 67474 | SCHOLARSHIP | $1,000 | |
| TANA SPEARS | ||||||
| 918 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| TAYLOR FUNKE | ||||||
| PO BOX 97 | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| TAYLOR THIBAULT | ||||||
| 840 S 150TH AVE | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| TAYLOR WIESE | ||||||
| 508 LOCUST ST | CAWKER CITY | KS | 67430 | SCHOLARSHIP | $600 | |
| THE SALVATION ARMY | ||||||
| C/O MAJOR HARRY BROCKSIECK 126 N | WICHITA | KS | 67202 | CHARITABLE GRANT | $53,519 | EMPORIA |
| TRACEY MANS | ||||||
| 913 S 130TH AVE | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| TRAVIS GODFREY | ||||||
| 601 W ST | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| TRAVIS THIBAULT | ||||||
| 622 W 25TH APT C | LAWRENCE | KS | 66046 | SCHOLARSHIP | $800 | |
| TREVOR OLIVER | ||||||
| 1264 W 107TH DR | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| UNITED CHRISTIAN CHURCH OF OSBORNE | ||||||
| 212 N 2ND | OSBORNE | KS | 67473 | CHARITABLE GRANT | $1,000 | |
| UNITED MEOTHODIST CHURCH OF PORTIS | ||||||
| PO BOX 103 | PORTIS | KS | 67474 | CHARITABLE GRANT | $1,000 | |
| UNITED METHODIST CHURCH OF ALTON | ||||||
| 408 MILL ST | ALTON | KS | 67623 | CHARITABLE GRANT | $1,000 | |
| UNITED METHODIST CHURCH OF NATOMA | ||||||
| 804 4TH ST | NATOMA | KS | 67651 | CHARITABLE GRANT | $1,000 | |
| UNITED METHODIST CHURCH OF OSBORNE | ||||||
| PO BOX 287 | OSBORNE | KS | 67473 | CHARITABLE GRANT | $1,000 | |
| UNITED METHODIST OF DOWNS | ||||||
| 1000 MORGAN AVE | DOWNS | KS | 67437 | CHARITABLE GRANT | $1,000 | |
| JORDAN NICHOLSON | ||||||
| 340 N HOBART | GLEN ELDER | KS | 67446 | SCHOLARSHIP | $1,000 | |
| ALIDA DRAAYER | ||||||
| 15 CIRCLE DR | DOWNS | KS | 67437 | SCHOLARSHIP | $1,000 | |
| BRIANNA HAMEL | ||||||
| 829 W VERMONT | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| STEVEN MICK | ||||||
| 1864 W 70TH DR | ALTON | KS | 67623 | SCHOLARSHIP | $600 | |
| KYLIE NABER | ||||||
| 1092 W 50TH DR | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| HANNAH RENKEN | ||||||
| 27051 DD RD | DOWNS | KS | 67437 | SCHOLARSHIP | $1,000 | |
| LUKAS SPRICK | ||||||
| 800 APOLLO AVE | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| RYAN STURGEON | ||||||
| 730 RATONE | MANHATTAN | KS | 66502 | SCHOLARSHIP | $600 | |
| BENJAMIN WEBB | ||||||
| 1105 W VERMONT | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| JUSTIN THELEMAN | ||||||
| 2242 S 260TH AVE | NATOMA | KS | 67651 | SCHOLARSHIP | $600 | |
| KELSEY BEISNER | ||||||
| 503 S WEST ST | HILL CITY | KS | 67642 | SCHOLARSHIP | $600 | |
| KHOLE MATHEWS | ||||||
| 416 WEST AVENUE | NATOMA | KS | 67651 | SCHOLARSHIP | $1,000 | |
| SKILAR BOLAND | ||||||
| 321 W VERMONT | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| ZACHARY CADY | ||||||
| 515 W MAIN | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| CAMERON EICKHOFF | ||||||
| PO BOX 305 | NATOMA | KS | 67651 | SCHOLARSHIP | $1,000 | |
| JENSEN FARRINGTON | ||||||
| 716 BAUM | NATOMA | KS | 67651 | SCHOLARSHIP | $1,000 | |
| CHASE LAFFERY | ||||||
| 2551 S 290TH AVE | NATOMA | KS | 67651 | SCHOLARSHIP | $600 | |
| JARED LYLE | ||||||
| 205 N 2ND ST | NATOMA | KS | 67651 | SCHOLARSHIP | $800 | |
| TABER PATEE | ||||||
| 718 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| BRIDGETTE SCHNEIDER | ||||||
| 441 SE 3RD ST | PLAINVILLE | KS | 67663 | SCHOLARSHIP | $600 | |
| DEREK SCHROEDER | ||||||
| 82 W HWY 181 | TIPTON | KS | 67485 | SCHOLARSHIP | $600 | |
| TRAVIS SCHROEDER | ||||||
| 82 W HWY 181 | TIPTON | KS | 67485 | SCHOLARSHIP | $600 | |
| BRADEN SCHULTZ | ||||||
| 2728 COUNTY 685 AVE | LUCAS | KS | 67628 | SCHOLARSHIP | $600 | |
| JESSICA SCOTT | ||||||
| 1118 CLARK ST | DOWNS | KS | 67437 | SCHOLARSHIP | $600 | |
| CONNOR SHOEMAKER | ||||||
| CONNOR SHOEMAKER | GLEN ELDER | KS | 67446 | SCHOLARSHIP | $1,000 | |
| DYLAN SPEARS | ||||||
| 918 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| CONNOR STORER | ||||||
| 615 LAKE DR | CAWKER CITY | KS | 67430 | SCHOLARSHIP | $800 | |
| JORDYN STURGEON | ||||||
| 215 S 5TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| BRYNAE THOMPSON | ||||||
| PO BOX 116 | PARADISE | KS | 67658 | SCHOLARSHIP | $600 | |
| RHIANNON HENKE | ||||||
| 355 W 105TH DR | DOWNS | KS | 67437 | SCHOLARSHIP | $1,000 | |
| ANDREW SCHULTZ | ||||||
| 2728 COUNTY 685 AVE | LUCAS | KS | 67648 | SCHOLARSHIP | $600 | |
| SHAYNA WINKEL | ||||||
| 1677 GLEN LANE | GLEN ELDER | KS | 67446 | SCHOLARSHIP | $800 | |
| JENNIFER FREDERICK | ||||||
| 607 DIVISION ST | DOWNS | KS | 67437 | SCHOLARSHIP | $400 | |
| SHELBY JONES | ||||||
| 126 E ADAMS | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| KIMBERLY MILLSTEAD | ||||||
| 117 SUNRISE DR | CAWKER CITY | KS | 67430 | SCHOLARSHIP | $400 | |
| JUSTIN PRUTER | ||||||
| 321 S 2ND | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| JESSICA ALLDAFFER | ||||||
| 642 W MAIN | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| JESSICA GREGORY | ||||||
| 218 S 4TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| JERILEE CAMERON | ||||||
| 213 N LOCUST | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| MEAGHAN CRENSHAW | ||||||
| 5407 E ASHTON | BEL AIRE | KS | 67220 | SCHOLARSHIP | $600 | |
| BAILEY PFORTMILLER | ||||||
| PO BOX 247 | NATOMA | KS | 67651 | SCHOLARSHIP | $600 | |
| MONTEENE BARTH | ||||||
| 1605 HOMESTEAD RD | HAYS | KS | 67601 | SCHOLARSHIP | $900 | |
| TAYLOR TIBBITS | ||||||
| PO BOX 265 | LURAY | KS | 67649 | SCHOLARSHIP | $600 | |
| AMANDA WILL | ||||||
| 212 N 1ST | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| VICTORIA NEUMANN | ||||||
| 515 W NEW HAMPSHIRE | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| JANA EAKIN | ||||||
| 225 S 8TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| SHELBY BRUMMER | ||||||
| 221 S 7TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| AUDREY DOANE | ||||||
| 28081 BB RD | DOWNS | KS | 67437 | SCHOLARSHIP | $1,000 | |
| JAKOB DEMARS | ||||||
| 201 S 5TH | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| COE WEIS | ||||||
| 1009 ROSS | DOWNS | KS | 67437 | SCHOLARSHIP | $600 | |
| MATHEW BLAND | ||||||
| 966 W 280TH DR | LURAY | KS | 67649 | SCHOLARSHIP | $600 | |
| BAILEY CONWAY | ||||||
| 726 W VERMONT | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| GRADY CARL | ||||||
| 617 DELAWARE | DOWNS | KS | 67437 | SCHOLARSHIP | $500 | |
| JOSHUA WORLEY | ||||||
| PO BOX 45 | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| TERAH STROUP | ||||||
| 218 E MONROE | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| ETHAN BERTRAND | ||||||
| 334 S 2ND | OSBORNE | KS | 67473 | SCHOLARSHIP | $800 | |
| ANDREW PLOWMAN | ||||||
| 211 S 2ND | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| ARELYN FALLIS | ||||||
| 1336 W 300TH DR | LURAY | KS | 67649 | SCHOLARSHIP | $800 | |
| JULIAN ARAMENDI | ||||||
| 715 WISCONSIN ST | CAWKER CITY | KS | 67430 | SCHOLARSHIP | $600 | |
| JANAYA CASHMAN | ||||||
| 311 E BLUNT | DOWNS | KS | 67437 | SCHOLARSHIP | $1,000 | |
| YINGLIANG LI | ||||||
| 2165 21 RD | PLAINVILLE | KS | 67663 | SCHOLARSHIP | $600 | |
| RACHEL WETJEN | ||||||
| 6611 HIMEBAUGH AVE | OMAHA | NE | 68104 | SCHOLARSHIP | $400 | |
| ASHLEY OLIVER | ||||||
| 1264 W 107TH DR | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| MOLLY GALE | ||||||
| 907 MILL ST | ALTON | KS | 67623 | SCHOLARSHIP | $600 | |
| SAMANTHA GOURLEY | ||||||
| 300 E VERMONT APT H2 | OSBORNE | KS | 67473 | SCHOLARSHIP | $600 | |
| BRICE GRABST | ||||||
| 332 N 2ND | OSBORNE | KS | 67473 | SCHOLARSHIP | $400 | |
| JED JOHNSON | ||||||
| 2421 W 177TH DR | ALTON | KS | 67623 | SCHOLARSHIP | $600 | |
| TYLER LAPAILLE | ||||||
| 116 E 5TH ST | PORTIS | KS | 67474 | SCHOLARSHIP | $600 | |
| RAQUEL SHARP | ||||||
| 141 POWER AVE | LUCAS | KS | 67648 | SCHOLARSHIP | $600 | |
| AUBREY GEIST | ||||||
| 546 N 2ND | OSBORNE | KS | 67473 | SCHOLARSHIP | $1,000 | |
| LINDSEY ALT | ||||||
| 206 D AVE | PARADISE | KS | 67658 | SCHOLARSHIP | $600 | |
| NATOMA COMMUNITY CENTER | ||||||
| 709 N 2ND ST | NATOMA | KS | 67651 | CHARITABLE GRANT | $750 | |
| OSBORNE FREE METHODIST CHRUCH | ||||||
| 724 W MAIN ST | OSBORNE | KS | 67473 | CHARITABLE GRANT | $1,000 | |
| OSBORNE COUNTY RURAL FIRE DEPT #3 | ||||||
| 2763 W 5TH DR | ALTON | KS | 67623 | CHARITABLE GRANT | $15,000 | |
| OSBORNE ELEMENTARY PTO | ||||||
| 234 N 3RD | OSBORNE | KS | 67473 | CHARITABLE GRANT | $5,000 | |
| DOWNS SENIOR CENTER | ||||||
| 514 MORGAN AVE | DOWNS | KS | 67437 | CHARITABLE GRANT | $823 | |
| OSBORNE COUNTY EMS | ||||||
| 117 N 1ST | OSBORNE | KS | 67473 | CHARITABLE GRANT | $5,500 | |
| OSBORNE COUNTY MUSEUM | ||||||
| 929 N 2ND | OSBORNE | KS | 67473 | CHARITABLE GRANT | $2,000 | |
| ALTON AMERICAN LEGION | ||||||
| 812 APOLLO AVE | OSBORNE | KS | 67473 | CHARITABLE GRANT | $750 | |
| OSBORNE LITTLE DAWG FOOTBALL CLUB | ||||||
| 102 GEMINI | OSBORNE | KS | 67473 | CHARITABLE GRANT | $1,500 | |
| OSBORNE COUNTY HEALTH DEPARTMENT | ||||||
| 115 N 1ST | OSBORNE | KS | 67473 | CHARITABLE GRANT | $5,000 | |
| DOWNS MINISTERIAL ALLIANCE (FOOD BANK) | ||||||
| 1017 MORGAN AVE | DOWNS | KS | 67437 | CHARITABLE GRANT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 539392 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| PAIGE NOEL | |||||
| 315 W 3RD | PORTIS | KS | 67474 | SCHOLARSHIP | $400 |
| MONTEENE BARTH | |||||
| 1605 HOMESTEAD RD | HAYS | KS | 67601 | SCHOLARSHIP | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 700 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4001 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 360602 | RelatedOrExemptFunctionIncome |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 28088 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 109049 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 7251 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 508991 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 508991 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (5 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 DISTRIBUTIONS |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3500 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (13 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALCOA INC. | 26952 | 27026 |
| GENERAL ELECTRIC CAPITAL COR | 25000 | 26734 |
| WM WRIGLEY JR. CO | 48880 | 51750 |
| ZURICH REINSURANCE | 49500 | 53720 |
| ISHARES INV GRADE CORP BOND | 14421 | 17064 |
| AMEREN ENERGY | 59813 | 60522 |
| J.C. PENNEY COMPANY | 28344 | 27250 |
| POWERSHARES BUILD AMERICA BOND EFT | 64872 | 71750 |
| FARM BUREAU FINANCIAL | 25981 | 27619 |
| JC PENNY CORP INC. | 49188 | 49000 |
| ISHARES HIGH YIELD CORPORATE BOND FUND | 9439 | 9837 |
| VANGUARD INTERMEDIATE TERM INV GRADE CORP FUND | 250000 | 248507 |
| TEMPLETON GLOBAL BOND FUND CL A | 150000 | 135185 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (77 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AT&T INC | 23594 | 24192 |
| ABBOTT LABS | 34103 | 41610 |
| AMERICAN STS WTR CO | 13781 | 13088 |
| AQUA AMERICA INC | 151150 | 143325 |
| BERKSHIRE HATHAWAY INC | 13671 | 38150 |
| BRISTOL MYERS SQUIBB CO. | 5099 | 7048 |
| CARNIVAL CORP | 34744 | 22032 |
| CATERPILLAR INC DEL | 2800 | 9060 |
| CHEVERON CORP | 7885 | 32558 |
| COCA COLA CO | 45603 | 59125 |
| COMMERCE BANKSHARES INC | 17261 | 29429 |
| CONAGRA | 16352 | 18480 |
| CONOCOPHILLIPS | 7130 | 19383 |
| DANAHER CORP | 14174 | 28224 |
| DISNEY WALT CO COM DISNEY | 34707 | 60000 |
| DOW CHEM CO | 29988 | 28760 |
| DUKE ENERGY CORP | 78094 | 90420 |
| E M C CORP MASS | 7027 | 4308 |
| EMERSON ELEC CO | 21943 | 51249 |
| EXELON CORP | 4790 | 4337 |
| EXXON MOBIL CORP | 18989 | 41702 |
| FRANKLIN RES INC | 13269 | 26897 |
| GENERAL DYNAMICS CORP | 16386 | 33205 |
| GENERAL ELEC CO | 17661 | 13074 |
| HEINZ H J CO | 8068 | 10808 |
| HOME DEPOT INC | 23976 | 33001 |
| INTEL CORP | 15182 | 15763 |
| I SHARES INC MSCI AUSTRALIA INDEX F | 9352 | 8147 |
| ISHARES TR DJ SEL DIVIDEND INDEX | 2980 | 2689 |
| I SHARE S&P 500 GROWTH INDEX FUND | 23068 | 33715 |
| I SHARE S&P 500 VALUE INDEX FUND | 19331 | 25677 |
| JOHNSON & JOHNSON | 22415 | 49316 |
| KIMBERLY CLARK CORP | 10359 | 14712 |
| KRAFT FOODS INC. | 5126 | 7472 |
| LOWES COS INC | 17512 | 21319 |
| MMEC ELECTRONICS MATERIAL INC | 3305 | 197 |
| MCDONALDS CORP | 21788 | 100330 |
| MERCK & CO INC. NEW | 1295 | 641 |
| MICROSOFT CORP | 17047 | 10384 |
| NOKIA CORP SPONDARED ADR | 2638 | 964 |
| MIDWAY COOP, OSBORNE | 10 | 10 |
| PEABODY ENERGY CORP | 21106 | 19866 |
| PEPSICO INC | 28369 | 72985 |
| PFIZER INC | 12816 | 9630 |
| POWERSHARES QQQ | 7231 | 13120 |
| PROCTER & GAMBLE CO | 19059 | 33355 |
| PROGRESS ENERGY INC | 28703 | 37926 |
| QUEST DIAGNOXTICS INC | 7207 | 7838 |
| SCHLUMBERGER LTD | 5766 | 20493 |
| S & P SPDR MATERIALS | 3198 | 3350 |
| S & P SPYDER HEALTHCARE | 3325 | 3469 |
| S & P SPDR CONSUMER STAPLES | 2541 | 3249 |
| S & P SPDR CONSUMER DISCRETIONARY | 5353 | 6243 |
| S & P SPDR ENERGY | 5262 | 6913 |
| S & P SPDR FINANCIALS | 7851 | 5200 |
| S & P SPDR INDUSTRIALS | 3430 | 3375 |
| S & P SPDR TECHNOLOGY SBI INT-TECH | 2231 | 2545 |
| I SH S & P UTILITIES | 3456 | 3598 |
| SOUTHERN CO | 6371 | 9258 |
| SYSCO CORP | 13887 | 58660 |
| TARGET CORP | 13106 | 25610 |
| VALERO ENERGY CORP NEW | 16366 | 5789 |
| VERIZON COMMUNICATIONS INC. | 5863 | 8024 |
| WALMART | 48280 | 59760 |
| WALGREEN CO | 14741 | 19836 |
| AMERICAN ELEC PWR INC | 3467 | 4131 |
| CVS CAREMARK CORPORATION | 3504 | 4078 |
| CISCO SYS INC | 30900 | 27120 |
| ILLINOIS TOOL WORKS INC | 4679 | 4671 |
| JP MORGAN CHASE & CO | 7544 | 6650 |
| MEDTRONIC INC | 59457 | 66364 |
| METLIFE INC | 26726 | 21826 |
| NEXTERA ENERGY INC. COM | 44778 | 88276 |
| S&P SPDR 500 TRUST UNIT SER 1 | 8703 | 12550 |
| SPDR DOW JONES INDUSTRIAL AVE ETF TRUST | 9218 | 12185 |
| GUGGENHEIM BRIC ETF | 2090 | 1752 |
| DEERE & CO | 6459 | 7735 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1423219 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1459155 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 3527925 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 3696560 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (8 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BRANDYWINE BLUE | AT COST | 11500 | 7774 |
| DODGE AND COX | AT COST | 4600 | 2987 |
| FIDELITY SEL. ENERGY | AT COST | 5000 | 10926 |
| FIDELITY SELECT | AT COST | 48491 | 56738 |
| FRANKLIN UTILITIES FUND | AT COST | 6200 | 8339 |
| NORTHERN INTERNATIONAL GROWTH EQUITY | AT COST | 50000 | 35652 |
| TEMPLETON FDS INC FOREIGN FD A | AT COST | 6251 | 4181 |
| VANGUARD INDEX - 500 | AT COST | 21813 | 22503 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $3,600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3600 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DEFFERED PATRONAGE | 9944 | 10575 | 10575 |
| ACCRUED DIVIDENDS, INTEREST, AND CAPITAL GAINS RECEIVABLE | 2103 | 4246 | 4246 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CHEMICAL | 5837 | 5837 | 0 |
| FERTILIZER | 9784 | 9784 | 0 |
| INSURANCE | 7800 | 7800 | 0 |
| FARM REPAIRS | 4008 | 4008 | 0 |
| MISCELLANEOUS EXPENSE | 125 | 125 | 0 |
| CONTRACT LABOR | 2627 | 2627 | 0 |
| SEVERENCE TAX | 79 | 79 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| GRAIN SALES | 92665 | 92665 | 92665 |
| PATRONAGE DIVIDEND | 2143 | 2143 | 2143 |
| ASCS PAYMENT | 720 | 720 | 720 |
| INSURANCE PROCEEDS | 524 | 524 | 524 |
| REIMBURSEMENTS | 3735 | 3735 | 3735 |
| SCHOLARSHIP & GRANTS REFUNDS | 4800 | 4800 | 4800 |
| SECURITY LITIGATION RECEIPTS | 77 | 77 | 77 |
| ROYALTY | 4385 | 4385 | 4385 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| REAL ESTATE TAXES | $12,499 | 12499 | 0 |
| INCOME TAX | $9,395 | 9395 | 0 |
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