RUSS AND HELEN MEYER CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RUSS AND HELEN MEYER CHARITABLE TRUST (EIN 48-6336357)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202501359349101745
- Schema version
- 2024v5.0
- 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 | 2025-05-15T09:56:59-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,597,710 | 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 | $1,510,358 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $56,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,049 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $56,049 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $647,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,486,211 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $647,935 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,214,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $703,984 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $56,049 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,325 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $8,073 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,376 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $658,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $658,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $669,274 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $658,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,545,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $702,608 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $56,049 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,673 | CashBOYAmt |
| Cash EOY | $53,340 | CashEOYAmt |
| Cash EOYFMV | $53,340 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $63,551 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,469 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,469 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $324,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $464,214 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,534,166 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $356 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $735 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $735 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $410,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $527,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,597,710 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $410,778 | RetainedEarningBOYAmt |
| Retained Earning EOY | $527,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $410,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $527,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $410,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $527,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $410,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,545,068 | ExcessRevenueOverExpensesAmt |
| Other Increases | $438 | OtherIncreasesAmt |
| Subtotal | $1,956,284 | SubtotalAmt |
| Other Decreases | $1,428,526 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $527,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | P | 2024-02-16 | $135,288 | $5,000 | $130,288 | $130,288 | |
| VANGUARD SCOTTSDALE FDS | P | $97,716 | $98,476 | -$760 | -$760 | ||
| EASTMAN CHEM CO | P | 2024-09-17 | $108,282 | $108,282 | $108,282 | ||
| AMERICAN CENTY ETF | P | 2024-12-04 | $46,737 | $47,040 | -$303 | -$303 | 2024-10-17 |
| ALPHABET INC | P | 2024-09-17 | $68,675 | $11,617 | $57,058 | $57,058 | 2015-04-14 |
| PFIZER INC | P | 2024-09-17 | $87,320 | $87,320 | $87,320 | ||
| BLACKROCK ETF TR II ISHARES | P | 2024-12-04 | $51,578 | $52,153 | -$575 | -$575 | |
| AUTODESK INC | P | 2024-09-17 | $67,238 | $12,382 | $54,856 | $54,856 | 2015-08-24 |
| SOLVENTUM CORP | P | 2024-09-17 | $26,290 | $26,290 | $26,290 | ||
| FIRST TR EXCHANGE TR ADED FD IV | P | 2024-02-15 | $20,411 | $20,013 | $398 | $398 | 2023-12-12 |
| META PLATFORMS INC | P | 2024-09-17 | $66,966 | $9,728 | $57,238 | $57,238 | 2015-03-11 |
| VIATRIS INC. | P | 2024-09-17 | $4,263 | $4,263 | $4,263 | ||
| GOLDMAN SACHS ETF TR TR ACCESS | P | $70,431 | $70,561 | -$130 | -$130 | ||
| INVESCO ACTIVELY MANAGED EXCHANGE | P | 2024-12-04 | $6,984 | $6,951 | $33 | $33 | 2023-10-12 |
| WARNER BROS DISCOVERY | P | 2024-09-17 | $2,040 | $2,040 | $2,040 | ||
| INVESCO ACTIVELY MANAGED EXCHANGE | P | $93,769 | $93,942 | -$173 | -$173 | ||
| ISHARES TR 0-5 YR TIPS BD ETF | P | 2024-10-17 | $13,023 | $12,499 | $524 | $524 | 2023-10-12 |
| ISHARES TR 0-5 YR | P | 2024-10-17 | $28,872 | $28,922 | -$50 | -$50 | |
| JANUS DETROIT STR TR HENDERSON | P | 2024-10-17 | $25,578 | $24,703 | $875 | $875 | 2023-10-12 |
| ISHARES US ETF TR I ISHARES | P | 2024-12-04 | $46,876 | $47,314 | -$438 | -$438 | 2024-09-17 |
| VANGUARD SCOTTSDALE FDS | P | 2024-12-04 | $1,923 | $1,898 | $25 | $25 | 2023-10-12 |
| ISHARES TR 0-5 YR IN VT GRADE | P | 2024-02-15 | $17,918 | $17,485 | $433 | $433 | 2023-10-12 |
| DOW INC | P | 2024-09-17 | $10,552 | $10,552 | $10,552 | 2016-10-04 | |
| JP MORGAN EXCHANGE - TRADED FD TR | P | $75,082 | $75,962 | -$880 | -$880 | ||
| HANES BRANDS INC | P | 2024-09-17 | $19,101 | $3,460 | $15,641 | $15,641 | 1996-09-20 |
| JP MORGAN EXCHANGE - TRADED FD TR | P | 2024-12-04 | $35,193 | $35,269 | -$76 | -$76 | 2024-10-17 |
| NAVIENT CORP | P | 2024-09-17 | $41,986 | $11,648 | $30,338 | $30,338 | 1996-09-20 |
| JANUS DETROIT STR TR HENDERSON | P | $58,407 | $58,270 | $137 | $137 | ||
| ORGANON & CO | P | 2024-09-17 | $9,202 | $399 | $8,803 | $8,803 | 1996-09-20 |
| PGIM ETF TR SHORT DURATION | P | 2024-12-04 | $18,761 | $18,802 | -$41 | -$41 | 2024-10-17 |
| PAYCHEX INC | P | 2024-09-17 | $35,908 | $2,990 | $32,918 | $32,918 | 1996-09-20 |
| PIMCO ETF TR ENHANCE D LOW | P | 2024-12-04 | $46,917 | $47,296 | -$379 | -$379 | 2024-09-17 |
| AT&T INC | P | 2024-09-17 | $21,670 | $21,670 | $21,670 | ||
| VANECK ETF TR CLO ET F | P | 2024-12-04 | $23,506 | $23,496 | $10 | $10 | 2024-10-17 |
| CHEMOURS CO | P | 2024-09-17 | $1,735 | $1,735 | $1,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $647,935 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,202 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,766 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,766 | SubtotalAmt |
| Tax Based On Investment Income | $9,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,930 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,930 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,836 | 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 | Yes (true) | 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 | $2,112,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $545 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,187,806 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,187,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,154,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,766 | TotalTaxAmt |
| Distributable Before Adj | $97,983 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $97,983 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $97,983 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $658,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $658,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,983 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $124,502 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,494 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,023 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $224,078 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $261,910 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $721,007 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $658,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $97,983 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $560,517 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,281,524 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $124,502 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,157,022 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,494 | ExcessFromYear4Amt |
| Excess From Year3 | $66,023 | ExcessFromYear3Amt |
| Excess From Year2 | $224,078 | ExcessFromYear2Amt |
| Excess From Year1 | $261,910 | ExcessFromYear1Amt |
| Excess From Current Year | $560,517 | 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 (35 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 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 707 NORTH MAIN | WICHITA | KS | 67203 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| BOTANICA | ||||||||
| 701 NORTH AMIDON | WICHITA | KS | 67203 | PC | FUTHER CHARITABLE PURPOSE | $2,000 | ||
| DUKE UNIVERSITY | ||||||||
| BOX 90581 | DURHAM | NC | 277080581 | PC | FURTHER CHARITABLE PURPOSE | $1,500 | ||
| 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 | |
| GIVING THE BASICS WICHITA | ||||||||
| 5440 N MILL HEIGHTS DR | PARK CITY | KS | 67219 | PC | FURTHER CHARITABLE PURPOSE | $25,000 | ||
| GUADALUPE CLINIC | ||||||||
| 940 SOUTH ST FRANCIS | WICHITA | KS | 67211 | PC | FURTHER CHARITABLE PURPOSE | $20,000 | ||
| KANSAS FELLOWSHIP OF CHRISTIAN | ||||||||
| 5025 EAST KELLOGG DRIVE | WICHITA | KS | 67218 | PC | FURTHER CHARITABLE PURPOSE | $2,000 | SUITE 100 | ATHLETES |
| KANSAS HUMANE SOCIETY | ||||||||
| 3313 NORTH HILLSIDE | WICHITA | KS | 67219 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| KU ENDOWMENT | ||||||||
| 1010 NORTH KANSAS | WICHITA | KS | 67214 | PC | FURTHER CHARITABLE PURPOSE | $5,000 | ||
| 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 | $1,000 | SUITE 300 | |
| SEDGWICK COUNTY ZOO | ||||||||
| 5555 ZOO BLVD | WICHITA | KS | 67212 | PC | FURTHER CHARITABLE PURPOSE | $2,500 | ||
| THE FIRST TEE OF GREATER WICHITA | ||||||||
| PO BOX 8313 | WICHITA | KS | 67208 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| THE LORD'S DINER | ||||||||
| 520 N BROADWAY | WICHITA | KS | 672143504 | PC | FURTHER CHARITABLE PURPOSE | $20,000 | ||
| 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 | ||
| WAKE FOREST UNIVERSITY | ||||||||
| PO BOX 7227 | WINSTONSALEM | NC | 271097227 | PC | FURTHER CHARITABLE PURPOSE | $1,500 | ||
| 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 | $105,000 | ||
| WICHITA FAMILY CRISIS CENTER | ||||||||
| 7824 EAST 32ND ST | WICHITA | KS | 67226 | PC | FUTHER CHARITABLE PURPOSE | $26,000 | ||
| WICHITA SYMPHONY | ||||||||
| 225 WEST DOUGLAS | WICHITA | KS | 67202 | PC | FURTHER CHARITABLE PURPOSE | $30,000 | SUITE 207 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLAMSTOWN | MA | 01267 | PC | FURTHER CHARITABLE PURPOSE | $1,500 | ||
| THE KANSAS AFRICAN AMERICAN MUSEUM | ||||||||
| 601 NORTH WATER | WICHITA | KS | 67203 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | ||
| WSU FOUNDATION AND ALUMNI | ||||||||
| 1845 FAIRMOUNT STREET | WICHITA | KS | 67260 | PC | FURTHER CHARITABLE PUPOSE | $1,000 | ENGAGEMENT | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 1685 | ATLANTA | GA | 30301 | PC | FURTHER CHARITABLE PURPOSE | $500 | ||
| CEREBRAL PALSY RESEARCH FOUNDATION | ||||||||
| 5111 EAST 21ST ST N | WICHITA | KS | 67208 | PC | FURTHER CHARITABLE PURPOSE | $7,500 | OF KANSAS INC | |
| ST JUDES CHILDRENS RESEARCH | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | FURTHER CHARITABLE PURPOSE | $10,000 | HOSPITAL | |
| DICK POLICH INTERNSHIP FUND | ||||||||
| 609 W SOUTH ORANGE AVE 3E | SOUTH ORANGE | NJ | 07079 | PC | FURTHER CHARITABLE PURPOSE | $2,000 | ||
| THE WICHITA-SEDGWICK COUNTY | ||||||||
| 204 SOUTH MAIN STREET | WICHITA | KS | 67202 | PC | FURTHER CHARITABLE PURPOSE | $500 | HISTORICAL MUSEUM ASSN | |
| EMMA WILLARD SCHOOL | ||||||||
| 285 PAWLING AVE | TROY | NY | 12180 | PC | FURTHER CHARITABLE PURPOSE | $1,000 | ||
| EMPOWER | ||||||||
| 2601 N ARKANSAS AVE | WICHITA | KS | 67204 | PC | FURTHER CHARITABLE PURPOSE | $30,000 | ||
| SCHWAB CHARITABLE FUND | ||||||||
| 3113 EAST 87TH PLACE | TULSA | OK | 74137 | PC | FURTHER CHARITABLE PURPOSE | $25,000 | ||
| WELLINGTON HUMANE SOCIETY | ||||||||
| PO BOX 494 | WELLINGTON | KS | 67152 | PC | FURTHER CHARITABLE PURPOSE | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $658,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,049 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $647,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $13 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $703,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $13 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $703,984 | 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 | $1,325 | 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 | $229,419 |
| GENERAL DYNAMICS | $73,700 | $1,941,921 |
| MUTUAL FUNDS | $362,514 | $362,826 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED DIVIDENDS | CategoryOrItemTxt |
| Book Value | $735 | BookValueAmt |
| EOYFMV | $735 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN INCLUDED IN CONTRIBUTIONS | $1,428,133 |
| OTHER ADJUSTMENT | $393 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $1,376 | $1,376 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $438 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL INCOME TAX-2024 ESTIMATE | $5,930 |
| FEDERAL INCOME TAX-23 BALANCE DU | $2,143 |