RUSS AND HELEN MEYER CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RUSS AND HELEN MEYER CHARITABLE TRUST (EIN 48-6336357)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202211309349102321
- Schema version
- 2021v4.2
- 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 Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T10:37:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W SCOTT CLAYTON CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1839 FARMSTEAD ST | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | RUSSELL W MEYER JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3166342071 | PhoneNum |
| Signature | 2022-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUSSELL | PersonFirstNm |
| Person Last | MEYER JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W SCOTT CLAYTON | PreparerPersonNm |
| PTIN | P00010289 | PTIN |
| Phone | 3165589998 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,603,707 | 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 | $955 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,162 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,779 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $510 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$131,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,401 | CashBOYAmt |
| Cash EOY | $35,716 | CashEOYAmt |
| Cash EOYFMV | $35,716 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $205,924 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $215,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $215,804 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $155,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,352,187 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $459,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $333,220 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,603,707 | 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 | $459,267 | RetainedEarningBOYAmt |
| Retained Earning EOY | $333,220 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $459,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $333,220 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $459,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $333,220 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $459,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$131,597 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,550 | OtherIncreasesAmt |
| Subtotal | $333,220 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $333,220 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 4992 SH LUMEN TECHNOLOGIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2002-11-19 | AcquiredDt |
| Sold | 2021-12-09 | SoldDt |
| Gross Sales Price | $59,822 | GrossSalesPriceAmt |
| Cost Or Other Basis | $79,792 | CostOrOtherBasisAmt |
| Gain Or Loss | -$19,970 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$19,970 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,970 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $475 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $475 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | 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 | $600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $125 | OverpaymentAmt |
| Applied To ES Tax | $125 | 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 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | 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 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | $1,260,639 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,536 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,542,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,542,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,519,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $475 | TotalTaxAmt |
| Distributable Before Adj | $75,477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,477 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $100,537 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,948 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,375 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,502 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,494 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $391,856 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,023 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $457,879 | 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 | $100,537 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $357,342 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,948 | ExcessFromYear4Amt |
| Excess From Year3 | $40,375 | ExcessFromYear3Amt |
| Excess From Year2 | $124,502 | ExcessFromYear2Amt |
| Excess From Year1 | $44,494 | ExcessFromYear1Amt |
| Excess From Current Year | $66,023 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUSS MEYER | ContributingManagerNm |
| Contributing Manager | HELEN MEYER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 707 NORTH MAIN | WICHITA | KS | 67203 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $10,000 |
| CO-IMMUNITY FOUNDATION | |||||||
| 245 NORTH WACO SUITE 100 | WICHITA | KS | 67202 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 |
| BOYS & GIRLS CLUBS OF SOUTH CENTRAL KANSAS | |||||||
| 2400 NORTH OPPORTUNITY DRIVE | WICHITA | KS | 67219 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 |
| IOWA QUAD-CITY ROTARY CLUB | |||||||
| 2940 SUN VALLEY COURT | BETTENDORF | IA | 52722 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 |
| WICHITA SYMPHONY | |||||||
| 225 WEST DOUGLAS | WICHITA | KS | 67202 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $10,000 |
| DUKE UNIVERSITY | |||||||
| BOX 90581 | DURHAM | NC | 277080581 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $1,500 |
| GIVING THE BASICS WICHITA | |||||||
| 10921 EAST 26TH STREET NORTH | WICHITA | KS | 67226 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $10,000 |
| WSUMUSIC ASSOCIATES | |||||||
| CAMPUS BOX 2 1845 FAIRMOUNT ST | WICHITA | KS | 672600002 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $1,000 |
| KANSAS BIG BROTHERS BIG SISTERS | |||||||
| 310 EAST 2ND STREET NORTH | WICHITA | KS | 672029911 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 |
| KANSAS BIG BROTHERS BIG SISTERS | |||||||
| 310 EAST 2ND STREET NORTH | WICHITA | KS | 672029911 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $15,000 |
| LEAGUE 42 FOUNDATION | |||||||
| PO BOX 20026 | WICHITA | KS | 67208 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $10,000 |
| FIRST TEE - GREATER WICHITA | |||||||
| PO BOX 8313 | WICHITA | KS | 67208 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $10,000 |
| CO-IMMUNITY FOUNDATION | |||||||
| 245 NORTH WACO SUITE 100 | WICHITA | KS | 67202 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $3,000 |
| SCHWAB CHARITABLE FUND CO MRS ELIZABETH FERRARI | |||||||
| 3113 EAST 87TH PLACE | TULSA | OK | 74137 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $10,000 |
| SKIDMORE COLLEGE | |||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 128661632 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 |
| WSU FOUNDATIONMUSIC ASSOCIATES | |||||||
| CAMPUS BOX 2 1845 FAIRMOUNT ST | WICHITA | KS | 672600002 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $1,000 |
| SEDGWICK COUNTY ZOO | |||||||
| 5555 WEST ZOO BOULEVARD | WICHITA | KS | 67212 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 |
| VICTORY IN THE VALLEY | |||||||
| 3755 EAST DOUGLAS | WICHITA | KS | 67218 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $1,000 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7227 | WINSTONSALEM | NC | 271097227 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $2,000 |
| WE TREAT KIDS RIGHT | |||||||
| 7933 WEST NANTUCKET | WICHITA | KS | 672121540 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $2,500 |
| WICHITA COLLEGIATE SCHOOL | |||||||
| 9115 EAST 13TH STREET | WICHITA | KS | 67206 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $10,000 |
| KSU FOUNDATION | |||||||
| 1800 KIMBALL AVENUE SUITE 200 | MANHATTAN | KS | 665023373 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $1,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| PO BOX 1521 | WICHITA | KS | 67201 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $1,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $1,500 |
| WICHITA FAMILY CRISIS CENTER | |||||||
| 1111 NORTH ST FRANCIS | WICHITA | KS | 67214 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $10,000 |
| THE SALVATION ARMY | |||||||
| 350 NORTH MARKET | WICHITA | KS | 67202 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $1,000 |
| THE LORD'S DINER | |||||||
| 520 NORTH BROADWAY | WICHITA | KS | 672143504 | NONE | PUBLIC | FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,500 | 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 | $20 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,970 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,192 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,192 | 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 | $955 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $28,000 | $233,804 |
| GENERAL DYNAMICS | $53,700 | $1,118,383 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $510 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT - 2019 AMENDED RETURN CONTRIBUTIONS | Desc |
| Amt | $5,550 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX - PY BALANCE DUE | $3,179 | $0 | $0 |
| FEDERAL TAX - CY ESTIMATED TAX | $600 | $0 | $0 |