GLADYS F GOSSAGE CHARITABLEFOUNDATION TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GLADYS F GOSSAGE CHARITABLEFOUNDATION TRUST (EIN 20-7334366)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202541209349102454
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T14:47:15-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480841034 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDBURG VOGEL PIERCE FARIS CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 N HALSTEAD - P O BOX 2047 | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 675042047 | 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 | 207334366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLADYS F GOSSAGE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLAD | BusinessNameControlTxt |
| Phone | 6206942261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 913 | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 675040913 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL BANK OF HUTCHINSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6206942261 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BILLY J KLUG | PreparerPersonNm |
| PTIN | P00707301 | PTIN |
| Phone | 6206690461 | PhoneNum |
| Preparation | 2025-04-29 | 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 | $847,557 | 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 |
| Dividends Rev And Expnss | $28,044 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,044 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $390,130 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,044 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,016 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,254 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,762 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,963 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,963 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,360 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $491 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $349 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,340 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,943 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,697 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,697 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,943 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,782 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,060 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,101 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $825 | CashBOYAmt |
| Cash EOY | $1,177 | CashEOYAmt |
| Cash EOYFMV | $1,177 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $69,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,805 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $292,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $288,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $320,391 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $513,205 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $500,508 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $456,034 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,571 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $1,571 | LandBOYAmt |
| Land EOY | $1,571 | LandEOYAmt |
| Land EOYFMV | $10,150 | LandEOYFMVAmt |
| Total Assets BOY | $877,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $851,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $847,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $900,751 | CapitalStockBOYAmt |
| Capital Stock EOY | $900,751 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$23,730 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$48,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $877,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $851,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $877,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $851,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $877,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,060 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $851,961 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $851,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FUNDS INFLATION LINKED BOND F3 | P | 2021-05-19 | 2024-01-02 | $1,196 | $1,427 | -$231 | -$231 |
| AMERICAN FUNDS INFLATION LINKED BOND F3 | P | 2023-06-16 | 2024-03-21 | $406 | $407 | -$1 | -$1 |
| AMERICAN FUNDS INFLATION LINKED BOND F3 | P | 2022-08-22 | 2024-03-21 | $251 | $286 | -$35 | -$35 |
| AMERICAN FUNDS INFLATION LINKED BOND F3 | P | 2021-03-03 | 2024-03-21 | $984 | $1,160 | -$176 | -$176 |
| AMERICAN FUNDS INFLATION LINKED BOND F3 | P | 2020-06-17 | 2024-03-21 | $5,276 | $6,229 | -$953 | -$953 |
| AMERICAN FUNDS INFLATION LINKED BOND F3 | P | 2022-01-13 | 2024-03-21 | $1,754 | $2,080 | -$326 | -$326 |
| AMERICAN FUNDS INFLATION LINKED BOND F3 | P | 2020-12-23 | 2024-03-21 | $12,536 | $15,007 | -$2,471 | -$2,471 |
| AMERICAN FUNDS INFLATION LINKED BOND F3 | P | 2021-05-19 | 2024-03-21 | $1,404 | $1,683 | -$279 | -$279 |
| BLACKROCK COMMODITY STRATEGIES INSTL | P | 2021-09-22 | 2024-01-02 | $292 | $318 | -$26 | -$26 |
| BLACKROCK COMMODITY STRATEGIES INSTL | P | 2022-07-06 | 2024-01-02 | $3,297 | $3,820 | -$523 | -$523 |
| BLACKROCK COMMODITY STRATEGIES INSTL | P | 2022-08-22 | 2024-01-02 | $1,301 | $1,511 | -$210 | -$210 |
| BLACKROCK COMMODITY STRATEGIES INSTL | P | 2021-09-22 | 2024-03-21 | $92 | $98 | -$6 | -$6 |
| CALAMOS INVT TR NEW EVOLVING WRLD I | P | 2022-07-06 | 2024-01-02 | $586 | $586 | $0 | $0 |
| CALAMOS INVT TR NEW EVOLVING WRLD I | P | 2023-06-16 | 2024-08-21 | $1,168 | $1,011 | $157 | $157 |
| COHEN & STEERS INSTL REALTY SHARES | P | 2021-09-22 | 2024-01-02 | $7,601 | $8,937 | -$1,336 | -$1,336 |
| COHEN & STEERS INSTL REALTY SHARES | P | 2021-09-22 | 2024-08-21 | $794 | $858 | -$64 | -$64 |
| CONGRESS SMALL-CAP GROWTH INSTL | P | 2024-01-02 | 2024-03-21 | $1,313 | $1,242 | $71 | $71 |
| CONGRESS SMALL-CAP GROWTH INSTL | P | 2023-06-16 | 2024-08-21 | $1,008 | $842 | $166 | $166 |
| FEDERATED HERMES MDT LARGE-CAP GROWTH IS | P | 2024-03-21 | 2024-08-21 | $428 | $395 | $33 | $33 |
| FIDELITY EMERGING MARKETS INDEX | P | 2024-01-02 | 2024-03-21 | $1,354 | $1,306 | $48 | $48 |
| FIDELITY EMERGING MARKETS INDEX | P | 2024-01-02 | 2024-08-21 | $272 | $246 | $26 | $26 |
| FIDELITY FLOATING RATE HIGH INCOME | P | 2024-01-02 | 2024-03-21 | $2,043 | $2,036 | $7 | $7 |
| FIDELITY FLOATING RATE HIGH INCOME | P | 2021-06-17 | 2024-03-21 | $16,205 | $16,431 | -$226 | -$226 |
| FIDELITY INTERNATIONAL INDEX | P | 2024-01-02 | 2024-03-21 | $1,842 | $1,721 | $121 | $121 |
| FIDELITY INVESTMENT GRADE BOND | P | 2021-03-03 | 2024-01-02 | $4,432 | $5,125 | -$693 | -$693 |
| FIDELITY LARGE-CAP GROWTH INDEX | P | 2024-01-02 | 2024-03-21 | $1,608 | $1,415 | $193 | $193 |
| FIDELITY LARGE-CAP GROWTH INDEX | P | 2024-01-02 | 2024-08-21 | $2,133 | $1,718 | $415 | $415 |
| FIDELITY SHORT-TERM TREASURY BOND INDEX | P | 2021-03-03 | 2024-01-02 | $19,016 | $20,258 | -$1,242 | -$1,242 |
| FIDELITY SHORT-TERM TREASURY BOND INDEX | P | 2022-08-22 | 2024-03-21 | $6,093 | $6,075 | $18 | $18 |
| FIDELITY SHORT-TERM TREASURY BOND INDEX | P | 2022-07-06 | 2024-03-21 | $2,036 | $2,042 | -$6 | -$6 |
| FIDELITY SHORT-TERM TREASURY BOND INDEX | P | 2022-06-06 | 2024-03-21 | $3,399 | $3,413 | -$14 | -$14 |
| FIDELITY SHORT-TERM TREASURY BOND INDEX | P | 2022-03-01 | 2024-03-21 | $4,692 | $4,865 | -$173 | -$173 |
| FIDELITY SHORT-TERM TREASURY BOND INDEX | P | 2022-01-13 | 2024-03-21 | $7,031 | $7,338 | -$307 | -$307 |
| FIDELITY SHORT-TERM TREASURY BOND INDEX | P | 2021-06-17 | 2024-03-21 | $5,413 | $5,763 | -$350 | -$350 |
| FIDELITY SHORT-TERM TREASURY BOND INDEX | P | 2021-05-19 | 2024-03-21 | $9,022 | $9,614 | -$592 | -$592 |
| FIDELITY SHORT-TERM TREASURY BOND INDEX | P | 2021-05-13 | 2024-03-21 | $4,193 | $4,472 | -$279 | -$279 |
| FIDELITY SHORT-TERM TREASURY BOND INDEX | P | 2021-03-03 | 2024-03-21 | $75,495 | $80,828 | -$5,333 | -$5,333 |
| HEARTLAND MID-CAP VALUE INSTITUTIONAL | P | 2024-01-02 | 2024-03-21 | $2,229 | $2,144 | $85 | $85 |
| HEARTLAND MID-CAP VALUE INSTITUTIONAL | P | 2023-11-10 | 2024-08-20 | $4,930 | $4,315 | $615 | $615 |
| HEARTLAND MID-CAP VALUE INSTITUTIONAL | P | 2024-01-02 | 2024-08-20 | $2,673 | $2,500 | $173 | $173 |
| JPMORGAN LARGE-CAP GROWTH I | P | 2022-08-22 | 2024-01-02 | $11,484 | $9,803 | $1,681 | $1,681 |
| JPMORGAN LARGE-CAP GROWTH I | P | 2022-08-22 | 2024-03-21 | $10,616 | $7,606 | $3,010 | $3,010 |
| MFS INTERNATIONAL EQUITY R6 | P | 2022-01-13 | 2024-01-02 | $13,591 | $13,918 | -$327 | -$327 |
| MFS INTERNATIONAL EQUITY R6 | P | 2022-01-13 | 2024-03-21 | $3,464 | $3,325 | $139 | $139 |
| MFS INTERNATIONAL EQUITY R6 | P | 2022-01-13 | 2024-08-21 | $84 | $77 | $7 | $7 |
| MFS VALUE I | P | 2021-03-03 | 2024-01-02 | $41,833 | $41,001 | $832 | $832 |
| MFS VALUE I | P | 2022-07-06 | 2024-01-02 | $6,762 | $6,695 | $67 | $67 |
| MFS VALUE I | P | 2022-03-01 | 2024-01-02 | $7,361 | $7,784 | -$423 | -$423 |
| MFS VALUE I | P | 2021-03-03 | 2024-03-21 | $47 | $43 | $4 | $4 |
| MFS VALUE I | P | 2021-03-03 | 2024-08-21 | $27 | $24 | $3 | $3 |
| ROYCE SMALL-CAP OPPORTUNITY INSTL | P | 2021-03-03 | 2024-01-02 | $13,716 | $17,774 | -$4,058 | -$4,058 |
| ROYCE SMALL-CAP OPPORTUNITY INSTL | P | 2021-03-03 | 2024-03-21 | $992 | $1,227 | -$235 | -$235 |
| ROYCE SMALL-CAP OPPORTUNITY INSTL | P | 2021-03-03 | 2024-11-29 | $5,960 | $6,541 | -$581 | -$581 |
| ROYCE SMALL-CAP OPPORTUNITY INSTL | P | 2022-01-13 | 2024-11-29 | $2,286 | $2,163 | $123 | $123 |
| ROYCE SMALL-CAP OPPORTUNITY INSTL | P | 2022-03-01 | 2024-11-29 | $748 | $663 | $85 | $85 |
| ROYCE SMALL-CAP OPPORTUNITY INSTL | P | 2022-06-06 | 2024-11-29 | $1,206 | $1,033 | $173 | $173 |
| ROYCE SMALL-CAP OPPORTUNITY INSTL | P | 2022-07-06 | 2024-11-29 | $6,572 | $4,759 | $1,813 | $1,813 |
| ROYCE SMALL-CAP OPPORTUNITY INSTL | P | 2024-08-21 | 2024-11-29 | $430 | $385 | $45 | $45 |
| VANGUARD EMERGING MARKETS BOND ADM | P | 2021-03-03 | 2024-03-21 | $1,783 | $2,100 | -$317 | -$317 |
| VANGUARD MID-CAP GROWTH INDEX ADM | P | 2024-01-02 | 2024-03-21 | $1,896 | $1,749 | $147 | $147 |
| VANGUARD MID-CAP VALUE INDEX ADM | P | 2024-01-02 | 2024-03-21 | $1,863 | $1,762 | $101 | $101 |
| VANGUARD MID-CAP VALUE INDEX ADM | P | 2024-01-02 | 2024-08-21 | $34 | $31 | $3 | $3 |
| VANGUARD MORTGAGE-BACKED SECS IDX ADM | P | 2021-03-03 | 2024-01-02 | $26,234 | $30,635 | -$4,401 | -$4,401 |
| VANGUARD VALUE INDEX ADM | P | 2024-03-21 | 2024-08-21 | $414 | $395 | $19 | $19 |
| VIRTUS KAR MID-CAP CORE I | P | 2023-06-16 | 2024-01-02 | $911 | $850 | $61 | $61 |
| VIRTUS KAR MID-CAP CORE I | P | 2023-06-16 | 2024-03-21 | $2,396 | $2,093 | $303 | $303 |
| VIRTUS KAR MID-CAP CORE I | P | 2023-06-16 | 2024-08-20 | $7,213 | $6,409 | $804 | $804 |
| CAPITAL GAINS DIVIDENDS | P | $2,409 | $2,409 | $2,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,237 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $252 | TaxDueAmt |
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 | 0 | 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 | Yes (1) | 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 | FIRST NATIONAL BANK | IndividualWithBooksNm |
| Phone | 6206942261 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH MAIN | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67501 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 913 | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 675040913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,016 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $838,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,150 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $849,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $849,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,735 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $836,276 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $252 | TotalTaxAmt |
| Distributable Before Adj | $41,562 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,562 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,782 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,782 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $23,442 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,442 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,782 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,782 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,780 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,780 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,662 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,662 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $12,662 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF HUTCHINSON | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 EAST B | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | GOV | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CAPITAL IMPROVEMENTS TO ANIMAL SHELTER | GrantOrContributionPurposeTxt |
| Amt | $15,697 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,697 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,044 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,237 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,807 | 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 | ACCOUNTANT FEES | CategoryTxt |
| Amt | $1,360 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,360 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE SHORT DUR INFL PROT INC | $23,619 | $23,665 |
| FIDELITY INVESTMENT GRADE BOND | $115,139 | $98,380 |
| MANNING & NAPIER HIGH YIELD BOND | $20,080 | $20,267 |
| PGIM GLOBAL TOTAL RETURN | $90,444 | $76,685 |
| VANGUARD EMERGING MARKETS BOND FUND | $40,734 | $39,904 |
| VANGUARD INTER TERM TREASURY ADM | $119,086 | $118,211 |
| VANGUARD MORTGAGE BACKED SECS | $91,406 | $78,922 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK COMMODITY STRATEGIES FUND | $12,206 | $12,404 |
| CALAMOS EVOLVING WORLD GROWTH | $17,280 | $20,091 |
| COHEN & STEERS INSTL REALTY SHARES | $12,043 | $12,297 |
| CONGRESS SMALL CAP GROWTH | $12,999 | $15,839 |
| FEDERATED HERMES MDT LARGE CAP GROWTH | $9,664 | $11,069 |
| FEDERATED HERMES MDT MID CAP GROWTH | $7,501 | $8,417 |
| FIDELITY EMERGING MARKETS INDEX | $7,697 | $8,108 |
| FIDELITY INTERNATIONAL INDEX | $16,830 | $17,083 |
| FIDELITY LARGE CAP GROWTH INDEX | $33,862 | $45,643 |
| MFS INTERNATIONAL EQUITY | $37,726 | $40,668 |
| MFS VALUE FUND | $9,212 | $9,602 |
| PIMCO RAE US SMALL CAP INSTL | $17,108 | $15,515 |
| T ROWE PRICE MID CAP VALUE | $7,533 | $6,810 |
| VANGUARD MID CAP GROWTH INDEX | $9,353 | $12,529 |
| VANGUARD MID CAP VALUE INDEX | $9,164 | $11,720 |
| VANGUARD SMALL CAP GROWTH INDEX | $3,640 | $4,217 |
| VANGUARD SMALL CAP VALUE INDEX | $3,634 | $3,977 |
| VANGUARD VALUE INDEX | $37,410 | $42,078 |
| VICTORY TRIVALENT INTERNATIONAL SMALL CAP | $24,036 | $22,324 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $9,963 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,963 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTEMENT TO BASIS | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MOWING LOTS | Desc |
| Revenue And Expenses Per Books | $8,340 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE PROPERTY TAXES | $197 | $197 | $0 |
| FOREIGN TAX | $152 | $152 | $0 |
| PY EXCISE TAX | $142 | $0 | $0 |