2016-05-16T13:59:28-05:00 2015-12-31 481041128 SWINDOLL JANZEN HAWK & LOYD LLC 123 S MAIN ST PO BOX 1337 MCPHERSON KS 674601337 990PF 2015-01-01 753040372 ELMER DALKE CHARTITABLE FOUNDATION ELME 6202415023 PO BOX 1226 MCPHERSON KS 67460 ROBERT W WISE CO-TRUSTEE 6202415023 2016-04-20 true B CARVER SWINDOLL CPA P00027810 6202411826 2016-04-20 2015 2016-12-15 16:53:06Z X 1689842 X X 19889 10759 22039 22039 19616 180111 19616 61544 52414 1925 1925 13736 13736 195 146 15856 15807 0 96000 96000 111856 15807 96000 -50312 36607 168297 32755 32755 226715 276274 287588 663911 690954 851623 500951 507249 494216 23782 26931 23660 1583656 1534163 1689842 0 X 1583656 1534163 1583656 1534163 1583656 1534163 1583656 -50312 3770 1537114 2951 1534163 19616 false 91000 1818625 0.050038 91000 1743354 0.052198 86500 1689515 0.051198 84000 1705982 0.049239 81000 1695709 0.047768 0.250441 0.050088 1752242 87766 366 88132 96000 X 366 366 366 500 500 134 134 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 1637231 141695 0 1778926 1778926 26684 1752242 87612 87612 366 366 87246 87246 87246 96000 96000 366 95634 87246 76735 96000 76735 19265 67981 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. BIG BROTHERS BIG SISTERS OF MCPHERS 222 E KANSAS MCPHERSON KS 67460 NONE PUBLIC CHARI HELP NEEDY CHILDREN 5000 CASA - COURT APPOINTED SPECIAL ADVO PO BOX 687 NEWTON KS 67114 NONE PUBLIC CHARI HELPS THE NEEDY 2000 CENTRAL CHRISTIAN COLLEGE 1100 S MAPLE MCPHERSON KS 67460 NONE PUBLIC CHARI STUDENT SCHOLARSHIPS 25000 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 MEMORIAL HOSPITAL INC HESS FITNESS 1000 HOSPITAL DRIVE MCPHERSON KS 67460 NONE PUBLIC CHARI HOSPITAL-FITNESS CENTER 5000 MERCY CHILDREN'S HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 NONE PUBLIC CHARI HOSPITAL 2000 SPECIAL OLYMPICS OF MCPHERSON 1312 NORTHCOURT MCPHERSON KS 67460 NONE PUBLIC CHARI HELPS DISABLED 2000 MEALS ON WHEELS OF MCPHERSON 915 N WALNUT MCPHERSON KS 67460 NONE PUBLIC CHARI FEED NEEDY 5000 KIDS WITH DREAMS 430 E SUTHERLAND MCPHERSON KS 67460 NONE PUBLIC CHARI HELPS HANDICAPPED CHILDREN 2000 MCPHERSON FAMILY YMCA 220 N WALNUT MCPHERSON KS 67460 NONE PUBLIC CHARI NEEDY YOUTH 3000 SALVATION ARMY PO BOX 324 MCPHERSON KS 67460 NONE PUBLIC CHARI HELDS NEEDY 4000 MCPHERSON COUNTY COMMUNITY FOUNDATI 206 S MAIN MCPHERSON KS 67460 NONE PUBLIC CHARI HELPS NEEDY 1000 WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA KS 66675 NONE PUBLIC CHARI ASSIST VETERANS 5000 96000 14 19889 14 22039 14 19616 61544 61544 false false false false false false false false false false SWINDOLL, JANZEN, HAWK & LOYD LL 1925 1925 VOLKTRUST 2010-01 PURCHASE 2015-12 160495 160495 AMERICAN TOWER CORP 25563 26137 BLACKROCK INCOME TRUST 56100 47850 CISCO SYSTEMS INC 49999 51248 GENERAL ELECTRIC COMPANY 56242 53510 LORD ABBETT SHORT DURATION 168080 158717 MORGAN STANLEY 50000 50565 PEPSICO INC 29230 31042 TARGET CORP 30745 32268 WAL-MART STORES INC 41290 42879 AMG YACKTMAN FUND 26314 29515 AT&T 3576 3441 BRISTOL-MYERS SQUIBB 3684 6879 CGM FOCUS FUND 815 21796 15225 CONAGRA 3383 4216 CONOCOPHILLIP 5780 4669 CONSOLIDATED EDISON 5864 6427 DODGE & COX INTERNATIONAL 24264 20629 DOW 3098 5148 ELI LILLY 5430 8426 GENERAL ELECTRIC 2314 3115 GUGGENHEIM DEFENSIVE 3084 3483 MARSICO 21ST CENTURY 20440 25779 MONDELEZ 2695 4484 PFIZER INC 2713 3228 PUTNAM FUND GROWTH AND INCOME 171994 192539 PUTNAM GLOBAL EQUITY FD 47931 77337 PUTNAM INVESTORS FUND 67411 122330 SOUTHERN COMPANY 4504 4679 T ROWE HEALTH SERVICES 41823 75746 T ROWE PRICE MID CAP GROWTH 34577 42024 T ROWE PRICE NEW ERA 26843 13554 T ROWE PRICE SMALL CAP 35463 41514 TOTAL S A ADR 4924 4495 VALERO 3953 7071 VANGUARD ENERGY 26394 14160 VANGUARD MEGA 5778 8304 VANGUARD SELECT VALUE FUND 12982 16245 VANGUARD SMALL CAP GR INDEX 21428 36372 VANGUARD TOTAL INT ST IN 113 23735 18050 WASTE MGMT 3683 5337 WESTAR ENERGY 3096 4241 WILLIAM BLAIR 20000 22961 276274 287588 CGM REALTY FUND 137 AT COST 26931 23660 2015 POSTED IN FUTURE YEAR 2951 2014 POSTED IN CURRENT YEAR 3770 PEOPLES BANK & TRUST-TRUST FEES 13736 13736 FOREIGN TAXES 84 84 FOREIGN TAXES 62 62 FEDERAL EXCISE TAX 49