2017-05-04T13:46:52-05:00 2016-12-31 481041128 SWINDOLL JANZEN HAWK & LOYD LLC 123 S MAIN ST PO BOX 1337 MCPHERSON KS 674601337 990PF 2016-01-01 753040372 ELMER DALKE CHARTITABLE FOUNDATION ELME 6202415023 PO BOX 1226 MCPHERSON KS 67460 ROBERT W WISE CO-TRUSTEE 6202415023 2017-05-01 true B CARVER SWINDOLL CPA P00027810 6202411826 2017-05-01 5036175584BBD42D86F8BCBA0332DE994E40ED75 ACE5046E9B3F4EE06E034779CEFB41549A05546B 2016 2021-01-29 14:40:06Z X 1674636 X X 20909 10521 22359 22359 -8521 111550 6920 1079 35826 39800 1600 1600 12964 12964 81 81 14645 14645 0 92000 92000 106645 14645 92000 -70819 25155 32755 58384 58384 276274 276274 281180 690954 684280 905948 507249 444826 429124 26931 1534163 1463764 1674636 0 X 1534163 1463764 1534163 1463764 1534163 1463764 1534163 -70819 2951 1466295 2531 1463764 6920 false 96000 1752242 0.054787 91000 1818625 0.050038 91000 1743354 0.052198 86500 1689515 0.051198 84000 1705982 0.049239 0.257460 0.051492 1682347 86627 252 86879 92000 X 252 252 252 134 134 118 false false false false false false false true true true false false false false true N/A PEOPLES BANK AND TRUST 6202415023 PO BOX 1226 MCPHERSON KS 67460 false false false false false false false false false false false false false false false false false false false ROBERT W WISE 120 W KANSAS AVE SUITE B MCPHERSON KS 67460 CO-TRUSTEE 1.00 0 0 0 RODGER A SWANSON PO BOX 1226 MCPHERSON KS 67460 CO-TRUSTEE 1.00 0 0 0 LUCILLE A DALKE 2823 WESTMINSTER DR HUTCHINSON KS 67502 CO-TRUSTEE 1.00 0 0 0 NONE NONE N/A 1655650 52317 0 1707967 1707967 25620 1682347 84117 84117 252 252 83865 83865 83865 92000 92000 252 91748 83865 67981 92000 67981 24019 59846 RODGER SWANSON PO BOX 1226 MCPHERSON KS 67460 6202415023 THERE IS NO SPECIFIC APPLICATION FORM OR INFORMATION THAT SHOULD BE INCLUDED ALL REQUESTS MUST BE IN WRITING. NONE ONLY 501(C)(3) ORGANIZATIONS THAT WILL QUALIFY THE TRUST AS A CHARITABLE TRUST UNDER SECTION 501(C)(3) IRC OF 1986. THE ORGANIZATIONS MUST BE LOCATED IN MCPHERSON COUNTY KANSAS. THE TRUSTOR REQUESTED, BUT DID NOT REQUIRE THAT DISTRIBUTIONS BE MADE TO ORGANIZATIONS THAT ENHANCE THE OPPORTUNITY OF INDIVIDUALS WITH SPECIAL NEEDS. BEDTIME ROCKS 368 W NAVAJO RD MCPHERSON KS 67460 NONE PUBLIC CHARI DEVELOP HEALTHY BEDTIME HABITS 1000 BIG BROTHERS BIG SISTERS OF MCPHERS 222 E KANSAS MCPHERSON KS 67460 NONE PUBLIC CHARI HELP NEEDY CHILDREN 5000 CENTRAL CHRISTIAN COLLEGE 1100 S MAPLE MCPHERSON KS 67460 NONE PUBLIC CHARI STUDENT SCHOLARSHIPS 25000 KIDS WITH DREAMS 430 E SUTHERLAND MCPHERSON KS 67460 NONE PUBLIC CHARI HELPS HANDICAPPED CHILDREN 2000 MCPHERSON COLLEGE 1600 E EUCLID MCPHERSON KS 67460 NONE PUBLIC CHARI STUDENT SCHOLARSHIPS 30000 MCPHERSON COUNTY FOOD BANK 707 S MAIN MCPHERSON KS 67460 NONE PUBLIC CHARI FEED NEEDY 5000 MCPHERSON FAMILY YMCA 220 N WALNUT MCPHERSON KS 67460 NONE PUBLIC CHARI NEEDY YOUTH 3000 MEALS ON WHEELS OF MCPHERSON 915 N WALNUT MCPHERSON KS 67460 NONE PUBLIC CHARI HELP FEED ELDERLY 5000 MEMORIAL HOSPITAL INC HESS FITNESS 1000 HOSPITAL DRIVE MCPHERSON KS 67460 NONE PUBLIC CHARI HOSPITAL-FITNESS CENTER 5000 SALVATION ARMY PO BOX 324 MCPHERSON KS 67460 NONE PUBLIC CHARI HELDS NEEDY 4000 SPECIAL OLYMPICS OF MCPHERSON 1312 NORTHCOURT MCPHERSON KS 67460 NONE PUBLIC CHARI HELPS DISABLED 2000 WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA KS 66675 NONE PUBLIC CHARI ASSIST VETERANS 5000 92000 14 20909 14 22359 14 -8521 LEHMAN BROTHERS - SETTLEMENT 14 1077 ROUNDING ADJUSTMENT 14 2 35826 35826 false false false false false false false false false false SWINDOLL, JANZEN, HAWK & LOYD LL 1600 1600 PBT AGENCY ACCOUNT - S/T SALES 2016-01 PURCHASE 2016-08 2373 2405 -32 PBT AGENCY ACCOUNT - L/T SALES 2007-11 PURCHASE 2016-12 102257 117666 -15409 AMERICAN TOWER CORP 25563 25641 BLACKROCK INCOME TRUST 56100 47475 CISCO SYSTEMS INC 49999 50219 GENERAL ELECTRIC COMPANY 56242 51750 LORD ABBETT SHORT DURATION 105657 100001 MORGAN STANLEY 50000 49375 PEPSICO INC 29230 30992 TARGET CORP 30745 31692 WAL-MART STORES INC 41290 41979 COMMON STOCK - AGRESSIVE GROWTH 7051 12554 COMMON STOCK - ETF 8861 12601 COMMON STOCK - GROWTH 2695 4433 COMMON STOCK - GROWTH/INCOME 44032 59091 MUTUAL FUNDS - FOREIGN STOCK 24278 18894 MUTUAL FUNDS - GLOBAL STOCK 94206 122433 MUTUAL FUNDS - STOCK FUNDS 498233 670845 STOCK - FOREIGN GROWTH/INCOME 4924 5097 276274 281180 CGM REALTY FUND 137 AT COST 2015 POSTED IN CURRENT YEAR 2531 LEHMAN BROTHERS - SETTLEMENT 1077 ROUNDING ADJUSTMENT 2 2015 POSTED IN FUTURE YEAR 2951 PEOPLES BANK & TRUST-TRUST FEES 12964 12964 FOREIGN TAXES 81 81 FEDERAL EXCISE TAX