MILDRED AND ROLLAND MIDDLEKAUFF: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MILDRED AND ROLLAND MIDDLEKAUFF (EIN 35-2199154)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-14
- IRS object ID
- 202403199349101400
- Schema version
- 2023v5.1
- 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
- Applied To Prior Year Election
- Dissolution Stmt
- Expln Of Non Filing With AG Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T00:47:58-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480567703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINION LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3030 CORTLAND CIR | AddressLine1Txt |
| City | SALINA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352199154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILDRED AND ROLLAND MIDDLEKAUFF | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILD | BusinessNameControlTxt |
| Phone | 7858277251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 198 | AddressLine1Txt |
| City | SALINA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 674020198 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY A REITZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7858277251 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOREN J YOUNG | PreparerPersonNm |
| PTIN | P00005242 | PTIN |
| Phone | 7858251561 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,622 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,622 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $170,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,242 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $655,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,238,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $655,560 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $829,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $829,424 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,872 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,581 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,237 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,237 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,023 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,812 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $216 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $216 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,948 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $559,448 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $481,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $269,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $769,078 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,982 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $53,484 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $2,205,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,993,255 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,410 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,371,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,371,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,371,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,371,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,371,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $269,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,641,653 | SubtotalAmt |
| Other Decreases | $5,641,653 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,037,151 | $583,288 | $453,863 | $453,863 |
| CAPITAL GAINS DIVIDENDS | P | $201,697 | $201,697 | $201,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $655,560 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,690 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,690 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | 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 | $6,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,890 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | 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 | 0 | 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 | SIDNEY A REITZ | IndividualWithBooksNm |
| Phone | 7858277251 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 W IRON AVE | AddressLine1Txt |
| City | SALINA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67401 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SIDNEY A REITZ | ||||||||
| 119 W IRON AVE | SALINA | KS | 67401 | PRESIDENT | 2.00 | $22,500 | $0 | $0 |
| SUSAN N REITZ | ||||||||
| 119 W IRON AVE | SALINA | KS | 67401 | SECRETARY/TREASURER | 4.00 | $22,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,042,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,305,796 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,305,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,151,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $507,560 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $507,560 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,690 | TotalTaxAmt |
| Distributable Before Adj | $496,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $496,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $496,870 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $481,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $481,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $496,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $472,778 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $481,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $472,778 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,222 | 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 | $488,648 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIDNEY A REITZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 W IRON AVE | AddressLine1Txt |
| City | SALINA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7858277251 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ORGANIZATION WILL DISTRIBUTE FUNDS TO OTHER TAX-EXEMPT ORGANIZATIONS OR CHARITABLE PURSUITS WHICH BENEFIT SCHOOL AGE CHILDREN, AND ANY OTHER RELIGIOUS, CHARITABLE, EDUCATIONAL OR SCIENTIFIC ORGANIZATIONS OR PURSUITS LOCATED IN KANSAS, WITH EMPHASIS ON THOSE LOCATED IN SALINA AND SALINE COUNTY, KANSAS, WILL BE GIVEN PREFERENTIAL TREATMENT FOR CONTRIBUTIONS. THE BOARD OF TRUSTEES WILL REVIEW ALL SUCH REQUESTS AND SELECT THE TAX-EXEMPT ORGANIZATIONS WHICH WILL RECEIVE DISTRIBUTIONS. THE ORGANIZATIONS SELECTED AND THE TIMING OF THE DISTRIBUTIONS WILL BE DETERMINED BY THE BOARD OF TRUSTEES. SOME GRANTS MADE TO EDUCATIONAL ORGANIZATIONS MAY BE EARMARKED FOR SCHOLARSHIPS. IN SUCH CIRCUMSTANCES, THE SELECTION OF THE RECIPIENT STUDENTS WILL BE MADE BY THE EDUCATIONAL ORGANIZATION. THERE WILL BE NO LIMITATIONS BASED ON RACE, EMPLOYMENT STATUS OF THE PROSPECTIVE RECIPIENT, OR FAMILY RELATIONSHIP OF THE PROSPECTIVE RECIPIENT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PUBLIC | CENTRAL & WESTERN KANSAS | $5,000 |
| DOMESTIC VIOLENCE ASSOCIATION OF CENTRAL KANSAS | |||||||
| 148 N OAKDALE AVE | SALINA | KS | 67401 | NONE | PUBLIC | OPERATING BUDGET ASSISTANCE | $5,000 |
| FRIENDS OF THE SALINA PUBLIC LIBRARY INC | |||||||
| 301 W ELM ST | SALINA | KS | 67401 | NONE | PUBLIC | RE-IMAGINING LIBRARY PROJECT YOUTH PROGRAM ROOM | $50,000 |
| GREATER SALINA COMMUNITY FOUNDATION | |||||||
| 119 W IRON AVE | SALINA | KS | 67401 | NONE | PUBLIC | BACK TO SCHOOL FAIR | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 1425 SHERWOOD LN | SALINA | KS | 67401 | NONE | PUBLIC | HOMES FOR SALINA FAMILIES | $25,000 |
| ROLLING HILLS ZOO | |||||||
| 625 N HEDVILLE RD | SALINA | KS | 67401 | NONE | PUBLIC | SCHOOL & EDUCATIONAL PROGRAMS | $20,000 |
| SALINA ART CENTER | |||||||
| 242 S SANTA FE AVE | SALINA | KS | 67401 | NONE | PUBLIC | OPERATING BUDGET ASSISTANCE | $5,000 |
| SALINA ARTS & HUMANITIES | |||||||
| 211 W IRON AVE | SALINA | KS | 67401 | NONE | PUBLIC | PROVIDING ENRICHED CULTURE EXPENSES FOR SALINA CHILDREN | $2,000 |
| SALINA COMMUNITY THEATRE | |||||||
| 303 E IRON AE | SALINA | KS | 67401 | NONE | PUBLIC | OPERATING BUDGET ASSISTANCE | $5,000 |
| SALINA GRACE FOUNDATION | |||||||
| 645 E CRAWFORD ST UNIT E8 | SALINA | KS | 67401 | NONE | PUBLIC | SALINA GRACE / COMMUNITY RESOURCE CENTER | $5,000 |
| SALINA PRESBYTERIAN MANOR ENDOWMENT FUND | |||||||
| 2601 E CRAWFORD ST | SALINA | KS | 67401 | NONE | PUBLIC | PRESERVING LEGACIES & ENRICHING LIVES CAMPAIGN | $250,000 |
| SALINA REGIONAL HEALTH FOUNDATION | |||||||
| 400 S SANTA FE AVE | SALINA | KS | 67401 | NONE | PUBLIC | MAINTENANCE OF PARK & OLIVIA'S PLAYGROUND | $10,000 |
| SALINA SYMPHONY | |||||||
| 151 S SANTA FE AVE | SALINA | KS | 67401 | NONE | PUBLIC | OPERATING BUDGET ASSISTANCE | $5,000 |
| STIEFEL THEATRE FOR THE PERFORMING ARTS | |||||||
| 151 S SANTA FE AVE | SALINA | KS | 67401 | NONE | PUBLIC | GRANT | $5,000 |
| SYLVAN SENIOR CENTER INC | |||||||
| 109 S MAIN ST | SYLVAN GROVE | KS | 67481 | NONE | PUBLIC | GRANT | $15,000 |
| VESPER CEMETERY | |||||||
| LINCOLN COUNTY | VESPER | KS | 67439 | NONE | PUBLIC | CEMETERY CARE | $1,000 |
| PRAIRIELAND MARKET | |||||||
| 305 E WALNUT ST | SALINA | KS | 67401 | NONE | PUBLIC | "BUILDING A HEALTHY COMMUNITY" BUILDING CAMPAIGN | $20,000 |
| CITY OF LINCOLN | |||||||
| 555 SOUTH 10TH STREET | LINCOLN | NE | 68508 | NONE | PUBLIC | RENOVATION CAMPAIGN- YOUTH PROGRAM ROOM | $1,500 |
| KANSAS MISSION DENTAL CHARITABLE FOUNDATION | |||||||
| 5200 SW HUNTOON ST | TOPEKA | KS | 66604 | NONE | PUBLIC | GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,622 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,242 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $655,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $829,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $829,424 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,872 | Amt |
| Net Investment Income | $6,581 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE DIRECTORS OF THE MILDRED AND ROLLAND MIDDLEKAUFF FOUNDATION ELECT UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO APPLY 2010 QUALIFYING DISTRIBUTIONS FIRST AGAINST ITS UNDISTRIBUTED INCOME FOR 2009 AND ANY REMAINING AMOUNT AGAINST 2010. | ElectionDesc |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON C AND FLORENCE M MCCUNE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 198 | AddressLine1Txt |
| City | SALINA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | SEE ATTACHED DETAILED LIST OF ASSETS TRANSFERRED. | ShortExplanationTxt |
| Dissolution | $12,070,165 | DissolutionAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | MILDRED AND ROLLAND MIDDLEKAUFF FOUNDATION (TRANSFEROR) AND DON C. AND FLORENCE M. MCCUNE FOUNDATION (TRANSFEREE) MADE AND ENTERED INTO AN AGREEMENT OF MERGER ON THE 13TH OF JUNE, 2024 RESULTING IN THE COMPLETE TRANSFER OF EQUITY FROM THE MIDDLEKAUFF FOUNDATION TO THE MCCUNE FOUNDATION BY JUNE 30, 2024. SEE ATTACHED LIQUIDATION STATEMENT AND DETAILED LIST OF ASSETS TRANSFERRED. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,600 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL INCOME TAX | Desc |
| BOY Book Value | $7,410 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERGER- TRANSFER ASSETS | Desc |
| Amt | $5,641,653 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $40 | $40 | $0 |
| POSTAGE | $76 | $76 | $0 |
| INVESTMENT TERMINATION FEE | $100 | $100 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $47,237 | Amt |
| Net Investment Income | $47,237 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,812 | $1,812 | $0 |
| FEDERAL INCOME TAX | $13,211 | $0 | $0 |