RUSS AND HELEN MEYER CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RUSS AND HELEN MEYER CHARITABLE TRUST (EIN 48-6336357)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349103659
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T14:52:58-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461112048 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIER & JURESIC LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7829 E ROCKHILL ST SUITE 302 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672063914 | 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 | 486336357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSS & HELEN MEYER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 9184072599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3113 E 87TH PLACE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74137 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH M FERRARI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3166342071 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY D REGIER CPA | PreparerPersonNm |
| PTIN | P00010445 | PTIN |
| Phone | 3162604955 | PhoneNum |
| Preparation | 2026-05-08 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,993,632 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $330,340 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $67,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,346 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $67,346 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $804,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $899,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $804,212 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,201,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $871,562 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $67,350 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,410 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $13,606 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,297 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,297 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $580,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $580,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $597,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $580,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $604,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $869,265 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,350 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,340 | CashBOYAmt |
| Cash EOY | $242,072 | CashEOYAmt |
| Cash EOYFMV | $242,072 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,469 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,592 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,592 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $464,214 | CorporateStockBOYAmt |
| Corporate Stock EOY | $454,763 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,636,340 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $735 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $628 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $628 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $527,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $812,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,993,632 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $527,758 | RetainedEarningBOYAmt |
| Retained Earning EOY | $812,055 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $527,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $812,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $527,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $812,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $527,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $604,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48 | OtherIncreasesAmt |
| Subtotal | $1,132,395 | SubtotalAmt |
| Other Decreases | $320,340 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $812,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | P | $829,231 | $25,000 | $804,231 | $804,231 | ||
| AMERICAN CENTY ETF T R SHORT DURATIO | P | $8,680 | $8,740 | -$60 | -$60 | 2024-10-17 | 2025-02-14 |
| GOLDMAN SACHS ETF TR TR ACCESS ULTRA | P | $1,564 | $1,568 | -$4 | -$4 | 2024-09-17 | 2025-02-14 |
| ISHARES US ETF TR I SHARES | P | $8,705 | $8,807 | -$102 | -$102 | 2024-09-17 | 2025-02-14 |
| PGIM ETF TR SHORT | P | $14,701 | $14,748 | -$47 | -$47 | 2024-10-17 | 2025-02-14 |
| PIMCO ETF TR ENHANCE D LOW | P | $36,927 | $36,757 | $170 | $170 | 2025-02-14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $804,212 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$43 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,083 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,083 | SubtotalAmt |
| Tax Based On Investment Income | $12,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,770 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,770 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $2,328 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH M FERRARI | IndividualWithBooksNm |
| Phone | 9184072599 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3113 E 87TH PLACE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| RUSS MEYER | ||||||||
| 600 TARA COURT | WICHITA | KS | 67206 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HELEN MEYER | ||||||||
| 600 TARA COURT | WICHITA | KS | 67206 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH M FERRARI | ||||||||
| 3113 E 87TH PLACE | TULSA | OK | 74137 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| RUSSELL W MEYER III | ||||||||
| 1635 N RED OAKS CT | WICHITA | KS | 67206 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,585,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $209,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $681 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,795,670 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,795,670 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,753,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,083 | TotalTaxAmt |
| Distributable Before Adj | $125,604 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $125,604 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $125,604 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $580,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $580,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,604 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $44,494 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,023 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $224,078 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $261,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $560,517 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,157,022 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $580,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $125,604 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $454,396 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,611,418 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $44,494 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,566,924 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,023 | ExcessFromYear4Amt |
| Excess From Year3 | $224,078 | ExcessFromYear3Amt |
| Excess From Year2 | $261,910 | ExcessFromYear2Amt |
| Excess From Year1 | $560,517 | ExcessFromYear1Amt |
| Excess From Current Year | $454,396 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUSS MEYER | ContributingManagerNm |
| Contributing Manager | HELEN MEYER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 707 NORTH MAIN | WICHITA | KS | 67203 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| ENVISION INC | ||||||||
| 610 NORTH MAIN STREET | WICHITA | KS | 67203 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| FLOWERS ON DOUGLAS | ||||||||
| 1551 NORTH WATERFRONT PWY | WICHITA | KS | 67206 | PC | FURTHER CHARITABLE PURPOSE | $500 | SUITE 320 | |
| GUADALUPE CLINIC | ||||||||
| 940 SOUTH ST FRANCIS | WICHITA | KS | 67211 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| KANSAS HUMANE SOCIETY | ||||||||
| 3313 NORTH HILLSIDE | WICHITA | KS | 67219 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| LEAGUE 42 | ||||||||
| 1212 EAST 17TH ST N | WICHITA | KS | 67214 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| MUSIC THEATRE WICHITA | ||||||||
| 225 WEST DOUGLAS AVE | WICHITA | KS | 67202 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | SUITE 202 | |
| RADIO KANSAS | ||||||||
| 815 NORTH WALNUT | HUTCHINSON | KS | 675016389 | PC | FURTHER CHARITABLE PURPOSE | $2,000 | SUITE 300 | |
| SEDGWICK COUNTY ZOO | ||||||||
| 5555 ZOO BLVD | WICHITA | KS | 67212 | PC | FURTHER CHARITABLE PURPOSE | $2,500 | ||
| THE FIRST TEE OF GREATER WICHITA | ||||||||
| 1034 NORTH ROOSEVELT | WICHITA | KS | 67208 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| THE KANSAS AFRICAN AMERICAN MUSEUM | ||||||||
| 601 NORTH WATER | WICHITA | KS | 67203 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| THE LORD'S DINER | ||||||||
| 520 N BROADWAY | WICHITA | KS | 672143504 | PC | FURTHER CHARITABLE PURPOSE | $25,000 | ||
| TOP EARLY LEARNING CENTERS | ||||||||
| 1625 N WATERFRONT PARKWAY | WICHITA | KS | 67206 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | SUITE 100 | |
| UNITED WAY OF THE PLAINS | ||||||||
| 245 NORTH WATER | WICHITA | KS | 67202 | PC | FURTHER CHARITABLE PURPOSE | $250,000 | ||
| WE TREAT KIDS RIGHT | ||||||||
| 7933 W NANTUCKET ST | WICHITA | KS | 67212 | PC | FURTHER CHARITABLE PURPSOE | $2,500 | ||
| WICHITA COLLEGIATE SCHOOL | ||||||||
| 9115 E 13TH ST | WICHITA | KS | 67206 | PC | FURTHER CHARITABLE PURPOSE | $30,000 | ||
| WICHITA FAMILY CRISIS CENTER | ||||||||
| 7824 EAST 32ND ST N | WICHITA | KS | 67226 | PC | FUTHER CHARITABLE PURPOSE | $12,500 | ||
| WICHITA SYMPHONY | ||||||||
| 225 WEST DOUGLAS | WICHITA | KS | 67202 | PC | FURTHER CHARITABLE PURPOSE | $30,000 | SUITE 207 | |
| SKIDMORE COLLEGE | ||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 128661632 | PC | FURTHER CHARITABLE PURPOSE | $1,500 | ||
| EPISCOPAL DIOCESE OF KANSAS | ||||||||
| 835 SW POLK STREET | TOPEKA | KS | 66612 | PC | FURTHER CHARITABLE PURPOSE | $2,500 | ||
| WSU MUSIC ASSOCIATES | ||||||||
| 1845 FAIRMOUNT STREET | WICHITA | KS | 672600002 | PC | FURTHER CHARITABLE PURPOSE | $1,000 | ||
| CHILD ADVOCACY CENTER OF SG COUNTY | ||||||||
| 1211 SOUTH EMPORIA AVENUE | WICHITA | KS | 67211 | PC | FURTHER CHARITABLE PURPOSE | $25,000 | ||
| GRANDVIEW BAPTIST CHURCH CHILDREN'S | ||||||||
| 2505 GRAND AVENUE | DAVENPORT | IA | 52803 | PC | FURTHER CHARITABLE PURPOSE | $50,000 | MINISTRY | |
| CHILDREN'S CHARTER TRAUMA CLINIC | ||||||||
| 77 RUMFORD AVENUE | WALTHAM | MA | 02453 | PC | FURTHER CHARITABLE PURPOSE | $5,000 | ||
| KANSAS HEALTH FOUNDATION | ||||||||
| 309 EAST DOUGLAS AVENUE | WICHITA | KS | 67202 | PC | FURTHER CHARITABLE PURPOSE | $25,000 | ||
| SIMPLY HYGIENE | ||||||||
| 5440 NORTH MILL HEIGHTS | PARK CITY | KS | 67219 | PC | FURTHER CHARITABLE PURPOSE | $25,000 | DRIVE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $580,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $804,188 | ExclusionAmt |
| Related Or Exempt Function Incm | $24 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $871,534 | ExclusionAmt |
| Related Or Exempt Function Incm | $28 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $871,562 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $1,410 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO REQUIREMENT | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $28,000 | $287,100 |
| GENERAL DYNAMICS | $58,700 | $1,976,194 |
| MUTUAL FUNDS | $368,063 | $373,046 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED DIVIDENDS | CategoryOrItemTxt |
| Book Value | $628 | BookValueAmt |
| EOYFMV | $628 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN INCLUDED IN CONTRIBUTIONS | Desc |
| Amt | $320,340 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $2,297 | $2,297 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $48 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL INCOME TAX-2025 ESTIMATE | $9,770 |
| FEDERAL INCOME TAX-24 BALANCE DU | $3,836 |