WILLIAM M & EDITH E ZEHR CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M & EDITH E ZEHR CHARITABLE TR (EIN 48-6332337)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349101046
- Schema version
- 2025v4.1
- 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
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T14:54:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480841034 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDBURG VOGEL PIERCE FARIS CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 N HALSTEAD - P O BOX 2047 | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 675042047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486332337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M ZEHR & EDITH E ZEHR | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZEHR | BusinessNameControlTxt |
| Phone | 6206942261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 913 | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 675040913 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL BANK OF HUTCHINSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6206942261 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BILLY J KLUG | PreparerPersonNm |
| PTIN | P00707301 | PTIN |
| Phone | 6206690461 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $336,077 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,091 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,884 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,753 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $938 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,815 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $792 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $792 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $785 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $345 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,037 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,037 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,847 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $290 | CashBOYAmt |
| Cash EOY | $340 | CashEOYAmt |
| Cash EOYFMV | $340 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,402 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $154,195 | CorporateStockBOYAmt |
| Corporate Stock EOY | $152,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $195,232 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $115,994 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $125,938 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $127,103 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $289,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $291,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $336,077 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $324,425 | CapitalStockBOYAmt |
| Capital Stock EOY | $324,425 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$35,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$32,544 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $289,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $291,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $289,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $291,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $289,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,469 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $291,881 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $291,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON DYNAMIC VALUE FUND I | P | 2025-01-24 | 2025-08-26 | $1 | $1 | $0 | $0 |
| BLACKROCK COMMODITY STRATEGIES INSTL | P | 2021-09-28 | 2025-03-10 | $140 | $147 | -$7 | -$7 |
| BLACKROCK COMMODITY STRATEGIES INSTL | P | 2023-02-27 | 2025-03-10 | $120 | $126 | -$6 | -$6 |
| CALAMOS INVT TR NEW EVOLVING WRLD I | P | 2024-03-06 | 2025-03-10 | $315 | $297 | $18 | $18 |
| CALAMOS INVT TR NEW EVOLVING WRLD I | P | 2024-03-06 | 2025-08-26 | $75 | $56 | $19 | $19 |
| CALAMOS INVT TR NEW EVOLVING WRLD I | P | 2022-08-22 | 2025-08-26 | $362 | $268 | $94 | $94 |
| CALAMOS INVT TR NEW EVOLVING WRLD I | P | 2022-07-06 | 2025-08-26 | $133 | $107 | $26 | $26 |
| FEDERATED HERMES MDT MID-CAP GROWTH | P | 2024-08-21 | 2025-03-10 | $222 | $217 | $5 | $5 |
| FEDERATED HERMES MDT MID-CAP GROWTH | P | 2024-08-21 | 2025-08-26 | $374 | $300 | $74 | $74 |
| FEDERATED HERMES MDT LARGE-CAP GROWTH IS | P | 2024-03-06 | 2025-03-10 | $109 | $101 | $8 | $8 |
| FEDERATED HERMES MDT LARGE-CAP GROWTH IS | P | 2024-03-06 | 2025-08-26 | $450 | $342 | $108 | $108 |
| FIDELITY INTERNATIONAL INDEX | P | 2023-11-20 | 2025-03-10 | $359 | $319 | $40 | $40 |
| FIDELITY INTERNATIONAL INDEX | P | 2023-11-20 | 2025-08-26 | $288 | $226 | $62 | $62 |
| FIDELITY EMERGING MARKETS INDEX | P | 2023-11-20 | 2025-03-10 | $33 | $30 | $3 | $3 |
| FIDELITY EMERGING MARKETS INDEX | P | 2023-11-20 | 2025-08-26 | $336 | $265 | $71 | $71 |
| FIDELITY LARGE-CAP GROWTH INDEX | P | 2023-11-20 | 2025-03-10 | $874 | $699 | $175 | $175 |
| FIDELITY LARGE-CAP GROWTH INDEX | P | 2023-11-20 | 2025-08-26 | $2,158 | $1,400 | $758 | $758 |
| MFS INTERNATIONAL EQUITY R6 | P | 2022-01-13 | 2025-03-10 | $1,166 | $1,057 | $109 | $109 |
| MFS INTERNATIONAL EQUITY R6 | P | 2022-01-13 | 2025-08-26 | $2,571 | $2,158 | $413 | $413 |
| MFS INTERNATIONAL EQUITY R6 | P | 2022-03-01 | 2025-08-26 | $2,998 | $2,278 | $720 | $720 |
| MFS INTERNATIONAL EQUITY R6 | P | 2022-07-06 | 2025-08-26 | $4,968 | $3,319 | $1,649 | $1,649 |
| MFS INTERNATIONAL EQUITY R6 | P | 2023-02-27 | 2025-08-26 | $9,678 | $7,297 | $2,381 | $2,381 |
| MFS INTERNATIONAL EQUITY R6 | P | 2023-03-29 | 2025-08-26 | $5,179 | $3,976 | $1,203 | $1,203 |
| MFS VALUE I | P | 2023-03-29 | 2025-01-24 | $4,846 | $4,424 | $422 | $422 |
| MFS VALUE I | P | 2024-03-06 | 2025-01-24 | $724 | $714 | $10 | $10 |
| PIMCO RAE US SMALL-CAP INSTL | P | 2024-11-29 | 2025-08-26 | $60 | $66 | -$6 | -$6 |
| CONGRESS SMALL-CAP GROWTH INSTL | P | 2023-11-20 | 2025-08-26 | $541 | $383 | $158 | $158 |
| T. ROWE PRICE MID-CAP VALUE | P | 2024-08-21 | 2025-06-23 | $3,688 | $4,211 | -$523 | -$523 |
| T. ROWE PRICE MID-CAP VALUE | P | 2025-03-10 | 2025-06-23 | $490 | $490 | $0 | $0 |
| VANGUARD SMALL-CAP VALUE IDX ADM | P | 2023-11-20 | 2025-03-10 | $27 | $23 | $4 | $4 |
| VANGUARD SMALL-CAP VALUE IDX ADM | P | 2023-11-20 | 2025-08-26 | $18 | $14 | $4 | $4 |
| VANGUARD MID-CAP VLAUE INDEX ADM | P | 2023-10-20 | 2025-03-10 | $227 | $179 | $48 | $48 |
| VANGUARD SMALL-CAP GROWTH IDX ADM | P | 2023-11-20 | 2025-03-10 | $84 | $72 | $12 | $12 |
| VANGUARD SMALL-CAP GROWTH IDX ADM | P | 2023-11-20 | 2025-08-26 | $67 | $50 | $17 | $17 |
| VANGUARD MID-CAP GROWTH INDEX | P | 2023-10-20 | 2025-03-10 | $539 | $418 | $121 | $121 |
| VANGUARD MID-CAP GROWTH INDEX | P | 2023-10-20 | 2025-08-26 | $368 | $240 | $128 | $128 |
| VANGUARD MID-CAP GROWTH INDEX | P | 2024-08-21 | 2025-08-26 | $47 | $39 | $8 | $8 |
| VANGUARD VALUE INDEX ADM | P | 2023-11-20 | 2025-03-10 | $1,019 | $836 | $183 | $183 |
| VICTORY TRIVALENT INTERNATIONAL SMALL-CAP | P | 2024-03-06 | 2025-03-10 | $291 | $279 | $12 | $12 |
| VICTORY TRIVALENT INTERNATIONAL SMALL-CAP | P | 2023-02-27 | 2025-08-26 | $1,906 | $1,325 | $581 | $581 |
| VICTORY TRIVALENT INTERNATIONAL SMALL-CAP | P | 2023-11-20 | 2025-08-26 | $1,673 | $1,186 | $487 | $487 |
| VICTORY TRIVALENT INTERNATIONAL SMALL-CAP | P | 2024-03-06 | 2025-08-26 | $1,057 | $810 | $247 | $247 |
| CAPITAL GAINS DIVIDENDS | P | $2,255 | $2,255 | $2,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,091 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $276 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $276 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $276 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $276 | TaxDueAmt |
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 |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | FIRST NATIONAL BANK | IndividualWithBooksNm |
| Phone | 6206942261 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH MAIN | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67501 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 913 | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 675040913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,753 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $329,084 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $329,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $329,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $324,210 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $276 | TotalTaxAmt |
| Distributable Before Adj | $15,935 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,935 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,935 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,132 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,132 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,935 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,529 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,529 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,603 | 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 | $9,332 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETHEL COLLEGE | |||||||
| 300 EAST 27TH | NORTH NEWTON | KS | 67117 | N/A | NC | FINANCIAL AID TO STUDENT NURSES | $2,548 |
| BOARD OF MISSIONS-MENNONITE CHURCH | |||||||
| 718 N MAIN ST | NEWTON | KS | 67114 | N/A | NC | UNRESTRICTED | $5,096 |
| HESSTON COLLEGE | |||||||
| PO BOX 3000 | HESSTON | KS | 67062 | N/A | NC | FINANCIAL AID TO STUDENT NURSES | $2,548 |
| MENNONITE BIBLICAL SEMINARY | |||||||
| 3003 BENHAM AVE | ELKHART | IN | 46517 | N/A | NC | UNRESTRICTED | $2,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,740 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,793 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,091 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,884 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,884 | TotalIncomeProducingActyAmt |
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 | PREPARATION OF 990 | CategoryTxt |
| Amt | $785 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $785 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENT GRADE BOND | $28,238 | $27,459 |
| PGIM GLOBAL TOTAL RETURN | $21,628 | $21,866 |
| VANGUARD MORTGAGE-BACKED SECS | $22,283 | $22,077 |
| VANGUARD EMERGING MARKETS GOVT BOND | $10,398 | $11,196 |
| VANGUARD INTER-TERM TREASURY ADM | $31,907 | $32,910 |
| MANNING & NAPIER HIGH YIELD BOND | $5,371 | $5,405 |
| EATON VANCE SHORT DUR INFL-PROT INC I | $6,113 | $6,190 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK COMMODITY STRATEGIES FUND | $6,734 | $8,341 |
| COHEN & STEERS INSTL | $6,056 | $7,337 |
| CONGRESS SMALL-CAP GROWTH INSTL | $6,510 | $8,998 |
| FIDELITY LARGE-CAP GROWTH | $16,404 | $26,725 |
| FIDELITY EMERGING MARKETS IDX | $4,034 | $5,524 |
| FIDELITY INTERNATIONAL IDX | $8,702 | $11,497 |
| CALAMOS INVT TR NEW EVOLVING WORLD I | $8,582 | $12,417 |
| VANGUARD MID-CAP GROWTH INDEX | $4,500 | $6,680 |
| VANGUARD MID-CAP VALUE INDEX | $5,033 | $7,035 |
| VANGUARD SMALL-CAP GROWTH INDEX | $1,708 | $2,380 |
| VANGUARD SMALL-CAP VALUE INDEX | $1,798 | $2,328 |
| VANGUARD VALUE INDEX ADM | $19,703 | $26,344 |
| VICTORY TRIVALENT INTERNATIONAL SMALL-CAP FUND | $7,738 | $11,624 |
| FEDERATED HERMES MDT LARGE-CAP GRWOTH IS | $4,804 | $6,512 |
| FEDERATED HERMES MDT MID-CAP GROWTH | $3,676 | $4,335 |
| PIMCO RAE US SMALL-CAP INSTL | $9,905 | $9,242 |
| DEAN MID-CAP VALUE | $4,392 | $4,328 |
| HARBOR INTERNATIONAL CORE INSTL | $25,970 | $27,328 |
| BNY MELLON DYNAMIC VALUE FUND | $5,952 | $6,257 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $792 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $792 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $99 | $99 | $0 |
| 2024 EXCISE TAX | $246 | $0 | $0 |
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