STRATEGY STUDIO / PUBLIC DATA EXPLORER

RUSS AND HELEN MEYER CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RUSS AND HELEN MEYER CHARITABLE TRUST (EIN 48-6336357)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-11
IRS object ID
202121319349101667
Schema version
2020v4.1
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)
Return2021-05-11T10:00:09-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1W SCOTT CLAYTON CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11839 FARMSTEAD STAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67208ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN486336357EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUSS & HELEN MEYER CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRUSSBusinessNameControlTxt
Phone3166342071PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 TARA COURTAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUSSELL W MEYER JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3166342071PhoneNum
Signature2021-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRUSSELLPersonFirstNm
Person LastMEYER JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW SCOTT CLAYTONPreparerPersonNm
PTINP00010289PTIN
Phone3165589998PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,223,928FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$945ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$40,588DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,588DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$285,924NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$305,924GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$285,924CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$327,457TotalRevAndExpnssAmt
Total Net Invst Incm$326,512TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$945AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,848TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,793TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$108,293TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$105,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$219,164ExcessRevenueOverExpensesAmt
Net Investment Income$326,512NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$64,161CashBOYAmt
Cash EOY$97,401CashEOYAmt
Cash EOYFMV$97,401CashEOYFMVAmt
Sav And Temp Cash Invst EOY$205,924SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$205,924SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$175,942CorporateStockBOYAmt
Corporate Stock EOY$155,942CorporateStockEOYAmt
Corporate Stock EOYFMV$920,603CorporateStockEOYFMVAmt
Total Assets BOY$240,103TotalAssetsBOYAmt
Total Assets EOY$459,267TotalAssetsEOYAmt
Total Assets EOYFMV$1,223,928TotalAssetsEOYFMVAmt
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$240,103RetainedEarningBOYAmt
Retained Earning EOY$459,267RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$240,103TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$459,267TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$240,103TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$459,267TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$240,103TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$219,164ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$459,267SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$459,267TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property2000 SH GENERAL DYNAMICS CORPPropertyDesc
How AcquiredDHowAcquiredCd
Acquired1997-12-12AcquiredDt
Sold2020-12-08SoldDt
Gross Sales Price$305,924GrossSalesPriceAmt
Cost Or Other Basis$20,000CostOrOtherBasisAmt
Gain Or Loss$285,924GainOrLossAmt
Gains Minus Excess Or Losses$285,924GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$285,924CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,539InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,539SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,539TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,179TaxDueAmt

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 Limit0UnrelatedBusIncmOverLimitInd
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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRUSSELL W MEYER JRIndividualWithBooksNm
Phone3166342071PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 TARA COURTAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RUSS MEYER
600 TARA COURTWICHITAKS67206TRUSTEE1.00$0$0$0
HELEN MEYER
600 TARA COURTWICHITAKS67206TRUSTEE1.00$0$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,186,613AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,439AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,248,052TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,248,052AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,721CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,229,331NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,467MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,467MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,539TaxBasedOnInvestmentIncomeAmt
Total Tax$4,539TotalTaxAmt
Distributable Before Adj$56,928DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,928DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,928DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$105,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$105,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$105,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,928DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$47,666ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$100,537ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$81,948ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,375ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$125,257ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$395,783TotalExcessDistributionCyovAmt
Qualifying Distributions$105,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,928AppliedToCurrentYearAmt
Remaining Distri From Corpus$48,572RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$444,355TotalCorpusAmt
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$47,666ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$396,689ExcessDistriCyovToNextYrAmt
Excess From Year4$100,537ExcessFromYear4Amt
Excess From Year3$81,948ExcessFromYear3Amt
Excess From Year2$40,375ExcessFromYear2Amt
Excess From Year1$125,257ExcessFromYear1Amt
Excess From Current Year$48,572ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRUSS MEYERContributingManagerNm
Contributing ManagerHELEN MEYERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
707 NORTH MAINWICHITAKS67203NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$10,000
GREATER WICHITA YMCA
402 NORTH MARKETWICHITAKS67202NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$1,000
RADIO KANSAS
815 NORTH WALNUT STE 300HUTCHINSONKS675016389NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$1,000
VICTORY IN THE VALLEY
3755 EAST DOUGLASWICHITAKS67218NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$1,000
MARK ARTS
1307 NORTH ROCK ROADWICHITAKS67206NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$5,000
KANSAS BIG BROTHERS BIG SISTERS
310 EAST 2ND STREET NORTHWICHITAKS672029911NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$2,500
WE TREAT KIDS RIGHTFUTURE ALL-AMERICAN BASKETBALL CAMP
7933 WEST NANTUCKETWICHITAKS672121540NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$2,500
BOYS & GIRLS CLUBS OF SOUTH CENTRAL KANSAS
2400 NORTH OPPORTUNITY DRIVEWICHITAKS67219NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$5,000
DOC'S FRIENDS INC
PO BOX 771089WICHITAKS67277NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$10,000
ST GEORGE CATHEDRAL
7313 EAST 13TH STREETWICHITAKS67206NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$2,000
WICHITA EDUCATIONAL FOUNDATION
350 WEST DOUGLAS AVENUEWICHITAKS67202NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$1,500
WICHITA TOP CHILDREN'S FUND
1625 NORTH WATERFRONT PARKWAY 100WICHITAKS67206NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$1,000
AMERICAN RED CROSS
707 NORTH MAINWICHITAKS67203NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$10,000
LEAGUE 42 FOUNDATION
PO BOX 20026WICHITAKS67208NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$10,000
GUADALUPE CLINIC
940 SOUTH ST FRANCISWICHITAKS67211NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$5,000
GIVING THE BASICS WICHITA
10921 EAST 26TH STREET NORTHWICHITAKS67226NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$10,000
WICHITA COLLEGIATE SCHOOL
9115 EAST 13TH STREETWICHITAKS67206NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$10,000
THE KANSAS AFRICAN AMERICAN MUSEUM
601 NORTH WATERWICHITAKS67203NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$1,000
SKIDMORE COLLEGE
815 NORTH BROADWAYSARATOGA SPRINGSNY128661632NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$1,500
WAKE FOREST UNIVERSITY
PO BOX 7227WINSTONSALEMNC271097227NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$1,500
WILLIAMS COLLEGE
75 PARK STREETWILLIAMSTOWNMA01267NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$1,500
DUKE UNIVERSITY
BOX 90581DURHAMNC277080581NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$1,500
BRIDGET'S CRADLES
PO BOX 316KECHIKS67067NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$1,000
SCHWAB CHARITABLE FUND CO MRS ELIZABETH FERRARI
3113 EAST 87TH PLACETULSAOK74137NONEPUBLICFURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,588ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$285,924ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$326,512ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$326,512TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$945Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA$28,000$157,018
GENERAL DYNAMICS$48,150$714,763
LUMEN TECHNOLOGIES (FKA CENTURYLINK, INC)$79,792$48,822

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX - PY BALANCE DUE$488$0$0
FEDERAL TAX - CY ESTIMATED TAX$1,360$0$0