RUSS AND HELEN MEYER CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUSS AND HELEN MEYER CHARITABLE TRUST (EIN 48-6336357)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202421319349101632
- Schema version
- 2023v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T15:50:42-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 3166342071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 TARA COURT | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSS MEYER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3166342071 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUSS | PersonFirstNm |
| Person Last | MEYER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY D REGIER CPA | PreparerPersonNm |
| PTIN | P00010445 | PTIN |
| Phone | 3162604955 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,777,904 | 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 | $305,715 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,634 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,634 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,634 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $35,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,217 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $35,217 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $385,279 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $412,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $385,279 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $731,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $426,130 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $40,851 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $7,073 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $342,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $342,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $350,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $342,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $381,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $426,130 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,851 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,146 | CashBOYAmt |
| Cash EOY | $22,673 | CashEOYAmt |
| Cash EOYFMV | $22,673 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $196,940 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,551 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,551 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $81,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $324,198 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,691,324 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $356 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $356 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $311,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $410,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,777,904 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $311,786 | RetainedEarningBOYAmt |
| Retained Earning EOY | $410,778 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $311,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $410,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $311,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $410,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $311,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $381,022 | ExcessRevenueOverExpensesAmt |
| Subtotal | $692,808 | SubtotalAmt |
| Other Decreases | $282,030 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $410,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERCK & CO | P | 1996-09-20 | 2023-10-09 | $75,706 | $1,297 | $74,409 | $74,409 |
| PAYCHEX INC | P | 1996-09-20 | 2023-10-09 | $152,997 | $14,500 | $138,497 | $138,497 |
| WALMART INC | P | 1996-09-20 | 2023-10-09 | $75,196 | $6,638 | $68,558 | $68,558 |
| GENERAL DYNAMICS CORP | P | 2023-09-08 | $108,815 | $5,000 | $103,815 | $103,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $385,279 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,923 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,923 | SubtotalAmt |
| Tax Based On Investment Income | $5,923 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,780 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,780 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,143 | 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 | RUSSELL W MEYER JR | IndividualWithBooksNm |
| Phone | 3166342071 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 TARA COURT | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | 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 (2 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 |
| 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 | $1,598,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $178 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,756,613 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,756,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,730,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,923 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,923 | TotalTaxAmt |
| Distributable Before Adj | $80,590 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $80,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $80,590 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $342,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $342,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,590 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $40,375 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $124,502 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,494 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,023 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224,078 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $499,472 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $342,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $80,590 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $261,910 | RemainingDistriFromCorpusAmt |
| Total Corpus | $761,382 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,375 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $721,007 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $124,502 | ExcessFromYear4Amt |
| Excess From Year3 | $44,494 | ExcessFromYear3Amt |
| Excess From Year2 | $66,023 | ExcessFromYear2Amt |
| Excess From Year1 | $224,078 | ExcessFromYear1Amt |
| Excess From Current Year | $261,910 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOTANICA | ||||||||
| 701 NORTH AMIDON | WICHITA | KS | 67203 | PC | FUTHER CHARITABLE PURPOSE | $1,500 | ||
| WE TREAT KIDS RIGHT | ||||||||
| 7933 W NANTUCKET ST | WICHITA | KS | 67212 | PC | FURTHER CHARITABLE PURPSOE | $2,500 | ||
| UNITED WAY OF THE PLAINS | ||||||||
| 245 NORTH WATER | WICHITA | KS | 67202 | PC | FURTHER CHARITABLE PURPOSE | $150,000 | ||
| RADIO KANSAS | ||||||||
| 815 NORTH WALNUT | HUTCHINSON | KS | 675016389 | PC | FURTHER CHARITABLE PURPOSE | $1,000 | SUITE 300 | |
| SEDGWICK COUNTY ZOO | ||||||||
| 5555 ZOO BLVD | WICHITA | KS | 67212 | PC | FURTHER CHARITABLE PURPOSE | $2,500 | ||
| KU ENDOWMENT | ||||||||
| 1010 NORTH KANSAS | WICHITA | KS | 67214 | PC | FURTHER CHARITABLE PURPOSE | $5,000 | ||
| GIVING THE BASICS WICHITA | ||||||||
| 5440 N MILL HEIGHTS DR | PARK CITY | KS | 67219 | PC | FURTHER CHARITABLE PURPOSE | $15,000 | ||
| AMERICAN RED CROSS | ||||||||
| 707 NORTH MAIN | WICHITA | KS | 67203 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| WICHITA COLLEGIATE SCHOOL | ||||||||
| 9115 E 13TH ST | WICHITA | KS | 67206 | PC | FURTHER CHARITABLE PURPOSE | $15,000 | ||
| WICHITA SYMPHONY | ||||||||
| 225 WEST DOUGLAS | WICHITA | KS | 67202 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | SUITE 207 | |
| TOP EARLY LEARNING CENTERS | ||||||||
| 1625 N WATERFRONT PARKWAY | WICHITA | KS | 67206 | PC | FURTHER CHARITABLE PURPOSE | $5,000 | SUITE 100 | |
| LEAGUE 42 | ||||||||
| PO BOX 20026 | WICHITA | KS | 67208 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| WICHITA FAMILY CRISIS CENTER | ||||||||
| 1111 NORTH ST FRANCIS | WICHITA | KS | 67214 | PC | FUTHER CHARITABLE PURPOSE | $10,000 | ||
| THE LORD'S DINER | ||||||||
| 520 N BROADWAY | WICHITA | KS | 672143504 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| SKIDMORE COLLEGE | ||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 128661632 | PC | FURTHER CHARITABLE PURPOSE | $1,500 | ||
| WAKE FOREST UNIVERSITY | ||||||||
| PO BOX 7227 | WINSTONSALEM | NC | 271097227 | PC | FURTHER CHARITABLE PURPOSE | $1,500 | ||
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLAMSTOWN | MA | 01267 | PC | FURTHER CHARITABLE PURPOSE | $1,500 | ||
| DUKE UNIVERSITY | ||||||||
| BOX 90581 | DURHAM | NC | 277080581 | PC | FURTHER CHARITABLE PURPOSE | $1,500 | ||
| KANSAS FELLOWSHIP OF CHRISTIAN | ||||||||
| 5025 EAST KELLOGG DRIVE | WICHITA | KS | 67218 | PC | FURTHER CHARITABLE PURPOSE | $2,000 | SUITE 100 | ATHLETES |
| THE FIRST TEE OF GREATER WICHITA | ||||||||
| PO BOX 8313 | WICHITA | KS | 67208 | PC | FURTHER CHARITABLE PURPOSE | $14,000 | ||
| FLOWERS ON DOUGLAS | ||||||||
| 1551 NORTH WATERFRONT PWY | WICHITA | KS | 67206 | PC | FURTHER CHARITABLE PURPOSE | $500 | SUITE 320 | |
| MUSIC THEATRE WICHITA | ||||||||
| 225 WEST DOUGLAS AVE | WICHITA | KS | 67202 | PC | FURTHER CHARITABLE PURPOSE | $5,000 | SUITE 202 | |
| WOMEN OF WICHITA | ||||||||
| 2929 NORTH ROCK ROAD | WICHITA | KS | 67226 | PC | FURTHER CHARITABLE PURPOSE | $1,000 | SUITE 165 | |
| CATHOLIC CHARITIES | ||||||||
| 437 NORTH TOPEKA | WICHITA | KS | 67202 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| WICHITA CHILDREN'S HOME | ||||||||
| 7271 EAST 37TH ST N | WICHITA | KS | 67226 | PC | FURTHER CHARITABLE PURPOSE | $13,500 | ||
| SPECIAL OLYMPICS OF KANSAS | ||||||||
| 5280 FOXRIDGE DRIVE | MISSION | KS | 66202 | PC | FURTHER CHARITABLE PURPOSE | $3,000 | ||
| EAA AVIATION FOUNDATION | ||||||||
| PO BOX 3816 | OSHKOSH | WI | 54903 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| 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 | ||
| ENVISION INC | ||||||||
| 610 NORTH MAIN STREET | WICHITA | KS | 67203 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $342,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,634 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,217 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $385,279 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $426,130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $426,130 | 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 | $1,250 | 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 | $175,757 |
| GENERAL DYNAMICS | $48,700 | $1,264,593 |
| MUTUAL FUNDS | $247,498 | $250,974 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED DIVIDENDS | CategoryOrItemTxt |
| Book Value | $356 | BookValueAmt |
| EOYFMV | $356 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN INCLUDED IN CONTRIBUTIONS | Desc |
| Amt | $282,030 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL INCOME TAX - 2023 ESTIMA | $3,780 |
| FEDERAL INCOME TAXES-22 BALANCE | $3,293 |