STRATEGY STUDIO / PUBLIC DATA EXPLORER

REDBUD FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
REDBUD FOUNDATION (EIN 26-0375951)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202501339349104170
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-13T15:57:23-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN481026809PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wendling Noe Nelson & Johnson LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1623 SW 10th Ave Suite 300AddressLine1Txt
CityTopekaCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66612ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260375951EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Redbud FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlREDBBusinessNameControlTxt
Phone7854088003PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14848 SW 21st Street STE 201AddressLine1Txt
CityTopekaCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDave NewberyPersonNm
Person TitleAssistant TreasurerPersonTitleTxt
Phone7854088003PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBrian J FloreaPreparerPersonNm
PTINP00339701PTIN
Phone7852334226PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,962,772FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,541ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$95,050InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$95,050InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$353,967DividendsRevAndExpnssAmt
Dividends Net Invst Incm$353,967DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$12,932GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$12,932GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$4,200NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$85,742NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,695,125GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$85,742CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$60,186OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$643,418TotalRevAndExpnssAmt
Total Net Invst Incm$547,691TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$228,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$26,902LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$777LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,399AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,290OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$19,047TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,594TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,048DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$2,048DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$3,559OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$3,559OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$30,777OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,654OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$337,022TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,632TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,774,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,774,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,111,822TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,632TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,774,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,468,404ExcessRevenueOverExpensesAmt
Net Investment Income$527,059NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,597,137SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,560,725SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,560,725SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,180AcctRcvblAmt
Acct Rcvbl BOY$4,578AcctRcvblBOYAmt
Acct Rcvbl EOY$3,180AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,180AcctRcvblEOYFMVAmt
US Government Obligations BOY$6,481,920USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,227,528USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,273,523USGovtObligationsEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$772,810CorporateStockEOYAmt
Corporate Stock EOYFMV$776,906CorporateStockEOYFMVAmt
Corporate Bonds BOY$494,830CorporateBondsBOYAmt
Corporate Bonds EOY$3,715,964CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,712,992CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$208,645InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$6,912InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$207,466LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$201,733LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$213,980LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$565,908OtherInvestmentsBOYAmt
Other Investments EOY$761,939OtherInvestmentsEOYAmt
Other Investments EOYFMV$759,766OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,172,664OtherAssetsBOYAmt
Other Assets EOY$812,220OtherAssetsEOYAmt
Other Assets EOYFMV$661,700OtherAssetsEOYFMVAmt
Total Assets BOY$12,524,503TotalAssetsBOYAmt
Total Assets EOY$11,056,099TotalAssetsEOYAmt
Total Assets EOYFMV$10,962,772TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,524,503RetainedEarningBOYAmt
Retained Earning EOY$11,056,099RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,524,503TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,056,099TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,524,503TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,056,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,524,503TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,468,404ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,056,099SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,056,099TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
UST NOTE 2.625%2022-12-162024-01-02$250,000$245,215$4,785$4,785
UST NOTE 2.75%2022-11-042024-02-15$500,000$487,494$12,506$12,506
UST NOTE 2.0%2022-10-242024-04-01$260,000$250,153$9,847$9,847
UST NOTE 2.25%2022-11-042024-04-30$260,000$250,892$9,108$9,108
UST NOTE 3%2023-06-052024-07-01$1,000,000$977,492$22,508$22,508
UST NOTE 3.00%2023-01-092024-07-31$500,000$489,324$10,676$10,676
UST NOTE 3.25%2022-10-112024-09-03$250,000$245,103$4,897$4,897
FHLMC 5.4%2023-12-272024-09-23$250,000$250,200-$200-$200
The Toronto - DOM 5.35%2023-12-272024-09-20$100,000$100,178-$178-$178
UST NOTE 4.375%2023-12-042024-10-31$320,000$317,850$2,150$2,150
UST NOTE 4.5%2023-07-262024-12-02$1,000,000$990,152$9,848$9,848
0 NE Fairchild St2021-08-082024-10-01$5,125$5,330-$205-$205D
FieldValueIRS element (for citing)
Capital Gain Net Income$85,742CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,326InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,326SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,326TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,726TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksC David NewberyIndividualWithBooksNm
Phone7854088003PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14848 SW 21st Street STE 201AddressLine1Txt
CityTopekaCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66604ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Thomas E Zanecchia
8314 Whisperwood CtParkerCO80134Secretary, Director10.00$60,000$0$0
JC Bloom
6675 South Holly St 4009CentennialCO80121Treasurer, Director10.00$60,000$0$0
Dave Newbery
4848 SW 21st St STE 201TopekaKS66604Asst. Treasurer/Secretary, Director8.00$48,000$0$0
Gerald Lauber
1912 SW 33rd StreetTopekaKS66611President, Director10.00$60,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1No Direct Charitable ActivitiesDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1No Program - Related InvestmentsDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,944,015AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,763,778AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$875,680FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,583,473TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,583,473AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$173,752CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,409,721NetVlNoncharitableAssetsAmt
Minimum Investment Return$570,486MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$570,486MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,326TaxBasedOnInvestmentIncomeAmt
Income Tax$12,429IncomeTaxAmt
Total Tax$19,755TotalTaxAmt
Distributable Before Adj$550,731DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$550,731DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$550,731DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,774,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,774,800QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$550,731DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,233,265ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$837,250ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,068,411ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$277,865ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,182,709ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,599,500TotalExcessDistributionCyovAmt
Qualifying Distributions$1,774,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$550,731AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,224,069RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,823,569TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,233,265ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,590,304ExcessDistriCyovToNextYrAmt
Excess From Year4$837,250ExcessFromYear4Amt
Excess From Year3$1,068,411ExcessFromYear3Amt
Excess From Year2$277,865ExcessFromYear2Amt
Excess From Year1$3,182,709ExcessFromYear1Amt
Excess From Current Year$1,224,069ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACE Scholarships
1201 East Colfax Avenue St 302DenverCO80218NonePublic CharitySupport scholarships.$500,000
American Council on Science and Health
PO Box 1791New YorkNY10156NonePublic CharityTo provide current scientific analyses on key issues related to chemicals, health, energy, and food.$100,000
Friends For Life Inc
5912 South Cody Street Suite 301LittletonCO80123NonePublic CharityProvide superior care & companionship for cancer patients with duty, dignity & discretion.$3,000
Hillsdale College
33 E College StreetHillsdaleMI49242NonePublic CharityTo provide students with literary, scientific, and theological education. This grant establishes an endowed scholarship fund for students of the college.$615,000
Kansas Children's Discovery Center
4400 SW 10th AveTopekaKS66604NonePublic CharityEnhance the lives of children; inspire creativity and a lifelong love of learning; enrich the health of our community through education; and provide an exciting and safe place for families to learn, play and interact. Grant earmarked for Access Discovery Programs.$62,800
Kansas Policy Institute
250 N Water Street Suite 216WichitaKS67202NonePublic CharityTo support student-focused education programs and to support the Kansas School Board Resource Center.$200,000
North Topeka Arts District Inc
935 N Kansas AveTopekaKS66601NonePublic CharityEstablish a viable arts community in North Topeka.$114,000
SENT Inc
455 SE Golf Park BlvdTopekaKS66605NonePublic CharityTo accomplish the holistic tranformation of neighborhoods in Shawnee County through relationships and strategic development. Grant earmarked for Early Childhood Education Program.$50,000
Sunflower Music Festival (Washburn University)
1700 SW College AveTopekaKS66621NonePublic CharitySunflower Music Festival of Topeka, Kansas presents an annual series of orchestra concerts, chamber music evenings, educational projects and other artistic events of the highest caliber. These events occur throughout a two week period each June in White Concert Hall on the Washburn University campus.$25,000
The Topeka Symphony Society
PO Box 2206TopekaKS666012206NonePublic CharityTo encourage and cultivate appreciation and support for fine music in northeast Kansas. Grant earmarked for Youth Symphony Concerts and School Days Concerts.$15,000
Washburn University Foundation
1729 MacVicar AvenueTopekaKS66604NonePublic CharityStrengthen Washburn University and enhance the educational opportunities and experiences of our students. Grant earmarked for scholarships for participants of the Ichabod Success Institute.$90,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,774,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$95,050ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$353,967ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion-$4,200ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business522291BusinessCd
Unrelated Business Taxbl Incm$60,186UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$85,742ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$60,186UnrelatedBusinessTaxblIncmAmt
Exclusion$530,559ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$590,745TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Glenn Swogger Jr MD Revocable Trust co Kaw Valley BankBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 8009AddressLine1Txt
CityTopekaCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66608ZIPCd
FieldValueIRS element (for citing)
Total Contributions$35,541TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWendling Noe Nelson & Johnson LLC (tax preparation and accounting)CategoryTxt
Amt$8,399Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtPrior Year DepreciationPriorYearDepreciationAmtLifeLifeRt
1101 N Kansas Avenue Land2021-08-08$13,320L$0$0$0
1101 N Kanas Building2021-08-08$79,880SL$2,048$2,048$2,048$4,86439.000000000000
1035 NE Quincy Land2021-08-08$98,180L$0$0$0
1105 N Kansas Avenue Land2021-08-08$13,080L$0$0$0
0 NE Gordon Street Land (aka 934 NE Quincy)2021-08-08$3,190L$0$0$0
0 NE Fairchild ST2021-08-08$4,680L$0$0$0
1101-1105 N Kansas Ave - Bunting Appraisal Fees2024-11-25$995L$0$0$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSchedule of Controlled EntitiesIdentifierTxt
Form And Line ReferencePart VI-A, Line 11FormAndLineReferenceDesc
Medium ExplanationName of Controlled Entity Employer ID No------------------------- --------------Tenth Inning Strategies, LLC 26-0375951 (No Separte EIN)(Single Member LLC)Address Excess Business Holding [ ] Yes [X] No-------4848 SW 21st St STE 201Topeka, KS 66604-------------------------------------------------------------------------------------------------Name of Controlled Entity Employer ID No------------------------- --------------CES Holdings, LLC 82-1137186Address Excess Business Holding [ ] Yes [X] No-------1912 SW 33rdTopeka, KS 66611MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Charles Schwab - Corporate Bonds$3,698,604$3,695,632
Charles Schwab - Corporate Bonds - Purchased Interest$17,360$17,360

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCharles Schwab - EquitiesStockNm
EOY Book Value$772,810EOYBookValueAmt
EOYFMV$776,906EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,227,528USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,273,523USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (6 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
1101 N Kansas Avenue Land$13,320$0$13,320$13,930
1101 N Kanas Building$79,880$6,912$72,968$84,370
1035 NE Quincy Land$98,180$0$98,180$98,810
1105 N Kansas Avenue Land$13,080$0$13,080$13,680
0 NE Gordon Street Land (aka 934 NE Quincy)$3,190$0$3,190$3,190
1101-1105 N Kansas Ave - Bunting Appraisal Fees$995$0$995$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Charles Schwab - Agency SecuritiesAT COST$315,483$322,074
Charles Schwab - Exchange Traded FundsAT COST$245,934$238,713
Charles Schwab - Other AssetsAT COST$200,522$198,979

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (3 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Stevens & Brand, LLP (legal expense)$25,607$0$0$0
Tenth Inning Strategies - Legal Fees$518$0$0$0
Legal & Administration$777$777$0

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCES Holdings, LLC 54.11676% InterestDesc
BOY Book Value$1,172,664BOYBookValueAmt
EOY Book Value$812,220EOYBookValueAmt
EOYFMV$661,700EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
D & O Insurance$2,887$0$0$0
Kaw Valley Bank Trust Fees$3,500$3,500$0$0
Professional Liability Insurance$2,953$0$0$0
Tenth Inning Strategies - Insurance$3,037$0$0$0
Tenth Inning Strategies - Maintenance$15,089$0$0$0
Tenth Inning Strategies - Fees$157$0$0$0
Insurance$1,429$1,429$0
Maintenance$1,725$1,725$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCES Holdings, LLC - ordinary business incomeDesc
Revenue And Expenses Per Books$60,186RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryStevens & Brand, LLP (office administration expense)CategoryTxt
Amt$18,290Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
Glenn Swogger Jr
5815 SW Turnberry CtTopekaKS66614
Claire Swogger
5815 SW Turnberry CtTopekaKS66614
Glenn Swogger Jr MD Revocable Trust
PO Box 8009TopekaKS66608
Glenn Swogger Jr IRA co Kaw Valley
PO Box 8009TopekaKS66608
Claire Swogger Revocable Trust UA D
PO Box 8009TopekaKS66608

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2023 990-PF (extension payment)$6,643$0$0$0
Tenth Inning Strategies - Real Estate Taxes$4,810$0$0$0
Real Estate Taxes$7,532$7,532$0
Real Estate Taxes$62$62$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CES Holdings LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11912 SW 33rdAddressLine1Txt
CityTopekaCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66611ZIPCd
FieldValueIRS element (for citing)
EIN821137186EIN
DescLLC distributions to Member of $108,234 on 4/6/2024 and $324,701 on 11/15/2024.Desc
Amt$0Amt
FieldValueIRS element (for citing)
Total$432,935TotalAmt