TRUSLER FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TRUSLER FOUNDATION INC (EIN 48-6117374)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201421339349102272
- Schema version
- 2013v3.0
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T15:22:31-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480894999 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGLER & GAEDDERT CHARTERED | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 W 6TH AVE PO BOX 704 | AddressLine1 |
| City | EMPORIA | City |
| State | KS | State |
| ZIP Code | 66801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486117374 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUSLER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 6203427641 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 704 | AddressLine1 |
| City | EMPORIA | City |
| State | KS | State |
| ZIP Code | 66801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS D THOMAS | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6203427641 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS D THOMAS CPA | PreparerPersonNm |
| PTIN | P00018800 | PTIN |
| Phone | 6203427641 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,213,828 | 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 |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,882 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $63,325 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $63,325 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $54,478 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $180,159 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,181,367 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,159 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,337 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,337 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $294,705 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,705 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,896 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,948 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,948 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,475 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,738 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,737 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,461 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,730 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,731 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,292 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $40 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,709 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,709 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $32,988 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,688 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,756 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $398,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $398,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $474,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $414,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$179,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,600 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $221,844 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,238 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,238 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,068,682 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $32,296 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,038,094 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,036,386 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,858,398 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,783,466 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,744,401 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,272,191 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,043,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,864,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,213,828 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $456,979 | CapitalStockBOYAmt |
| Capital Stock EOY | $456,979 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,586,425 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,407,047 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,043,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,864,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,043,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,864,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,043,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$179,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,864,026 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,864,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DFA ONE YEAR FIXED INCOME | P | 2008-05-01 | 2013-10-23 | $1,223 | $1,225 | -$2 | -$2 |
| DFA INVESTMENT GRADE | P | 2013-10-23 | 2013-11-22 | $72,950 | $72,979 | -$29 | -$29 |
| AMERICAN FD AMCAP FUND | P | 2002-09-23 | 2013-12-27 | $28,200 | $15,804 | $12,396 | $12,396 |
| AMERICAN FD EUROPACIFIC | P | 2006-12-26 | 2013-12-02 | $10,600 | $6,866 | $3,734 | $3,734 |
| AMERICAN FD HIGH INCOME | P | 2002-09-23 | 2013-11-22 | $27,000 | $23,419 | $3,581 | $3,581 |
| DFA FIVE YEAR GLBL FIXED | P | 2001-02-12 | 2013-11-22 | $158,917 | $149,202 | $9,715 | $9,715 |
| DFA INFLATION PROTECTED | P | 2008-01-24 | 2013-10-23 | $271,420 | $253,961 | $17,459 | $17,459 |
| DFA INTL REAL ESTATE | P | 2008-01-24 | 2013-12-02 | $5,480 | $5,747 | -$267 | -$267 |
| DFA INTL SMALL CAP VALUE | P | 2008-08-26 | 2013-12-02 | $16,160 | $11,408 | $4,752 | $4,752 |
| DFA LARGE CAP INTL PORT | P | 2002-09-23 | 2013-10-23 | $6,380 | $4,863 | $1,517 | $1,517 |
| DFA ONE YEAR FIXED INCOME | P | 2008-05-01 | 2013-11-22 | $284,677 | $283,075 | $1,602 | $1,602 |
| DFA REAL ESTATE | P | 2007-06-21 | 2013-04-24 | $14,980 | $7,321 | $7,659 | $7,659 |
| DFA TAX MANAGED INTL | P | 2008-08-26 | 2013-09-23 | $6,980 | $5,366 | $1,614 | $1,614 |
| DFA TAX MANAGED US MARKET | P | 2008-11-03 | 2013-12-02 | $66,930 | $35,889 | $31,041 | $31,041 |
| DFA TAX MANAGED US MARKET | P | 2008-11-03 | 2013-12-02 | $57,709 | $31,105 | $26,604 | $26,604 |
| DFA TAX-MNG US SMALL CAP | P | 2008-01-24 | 2013-12-02 | $36,320 | $18,954 | $17,366 | $17,366 |
| DFA US LARGE CO | P | 2001-03-16 | 2013-12-02 | $62,338 | $49,002 | $13,336 | $13,336 |
| DODGE & COX STOCK FUND | P | 2004-03-29 | 2013-12-27 | $37,340 | $25,022 | $12,318 | $12,318 |
| CAPITAL GAINS DIVIDENDS | P | $15,763 | $15,763 | $15,763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,159 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $280,422 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,135,362 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034470 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $252,805 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,666,456 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044614 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $297,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,670,263 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052548 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $302,101 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,429,049 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055645 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $320,326 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,091,852 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052583 | DistributionYr5Rt |
| Total Distribution | 0.239860 | TotalDistributionRt |
| Average Distribution | 0.047972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,121,550 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $389,607 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,396 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $392,003 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $414,835 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $1,321 | OverpaymentAmt |
| Applied To ES Tax | $1,321 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS D THOMAS CPA | IndividualWithBooksNm |
| Phone | 6203427641 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 W 6TH AVENUE | AddressLine1 |
| City | EMPORIA | City |
| State | KS | State |
| ZIP Code | 66801 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J MICHAEL TURNBULL | ||||||||
| 1505 DOVER | EMPORIA | KS | 66801 | PRESIDENT | 2.00 | $1,200 | $0 | $0 |
| THOMAS D THOMAS | ||||||||
| P O BOX 704 | EMPORIA | KS | 66801 | SEC/TREAS | 2.00 | $1,200 | $0 | $0 |
| ESB FINANCIAL | ||||||||
| 801 MERCHANT | EMPORIA | KS | 66801 | TRUSTEE | 40.00 | $7,496 | $0 | $0 |
| KEN BUCHELE | ||||||||
| W 22ND AVE | EMPORIA | KS | 66801 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARK SCHREIBER | ||||||||
| 1722 YUCCA LN | EMPORIA | KS | 66801 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JEFF DEBAUGE | ||||||||
| 2931 W 15TH AVE | EMPORIA | KS | 66801 | TREASURER | 2.00 | $0 | $0 | $0 |
| SHIRLEY ANTES | ||||||||
| 1967 BURLINGAME ROAD | EMPORIA | KS | 66801 | SECRETARY | 2.00 | $0 | $0 | $0 |
| BOB SYMMONDS | ||||||||
| 427 COMMERICAL ST | EMPORIA | KS | 66801 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DJ GLASER | ||||||||
| 900 OVERLANDER RD | EMPORIA | KS | 66801 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| CYNTHIA KRAFT | ||||||||
| 2200 E BAYFRONT CT | EMPORIA | KS | 66801 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KAY LAUER | ||||||||
| PO BOX 563 | COTTONWOOD FALLS | KS | 66845 | BOARD MEMBER | 2.00 | $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 | $3,326,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,858,398 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,245,228 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,245,228 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,121,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $406,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $406,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,396 | TotalTaxAmt |
| Distributable Before Adj | $403,682 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $403,682 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $403,682 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $414,835 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $414,835 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,396 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $412,439 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,682 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $397,738 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $414,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $397,738 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,097 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $386,585 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS D THOMAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 W SIXTH AVE | AddressLine1 |
| City | EMPORIA | City |
| State | KS | State |
| ZIP Code | 66801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6203427641 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| EMPORIA PUBLIC LIBRARY | |||||||
| 110 E 6TH AVE | EMPORIA | KS | 66801 | N/A | COMPUTER REPLACEMENT | $12,064 | |
| ESU FOUNDATION | |||||||
| 1200 COMMERCIAL ST | EMPORIA | KS | 66801 | N/A | SCHOOL OF BUSINESS MARKETING | $50,000 | |
| ESU FOUNDATION | |||||||
| 1200 COMMERCIAL ST | EMPORIA | KS | 66801 | N/A | TRUSLER SPORTS COMPLEX IMPROVEMENTS | $25,000 | |
| BIG BROTHERS BIG SISTERS OF THE FLINT HILLS | |||||||
| 609 MERCHANT ST | EMPORIA | KS | 66801 | N/A | MATCH OF A MILLION PROJECT | $2,050 | NONE |
| SYMPHONY IN THE FLINT HILLS INC | |||||||
| 331 BROADWAY | COTTONWOOD FALLS | KS | 66845 | N/A | 2014 EVENT | $30,000 | NONE |
| HETLINGER DEVELOPMENTAL SERVICES | |||||||
| 707 S COMMERCIAL | EMPORIA | KS | 66801 | N/A | PROGRAM SERVICES AND FACILITIES ENHANCEMENT | $19,905 | |
| LYON COUNTY HISTORICAL SOCIETY | |||||||
| 118 EAST 6TH AVE | EMPORIA | KS | 66801 | N/A | PROGRAM SERVICES AND FACILITIES ENHANCEMENT | $150,000 | |
| CAMP WOOD YMCA | |||||||
| CAMPWOOD ROAD | ELMDALE | KS | 66850 | N/A | TRUSLER ART PAVILION | $50,000 | |
| UNITED WAY OF THE FLINT HILLS | |||||||
| 702 COMMERICAL ST | EMPORIA | KS | 66801 | N/A | DOLLY PARTON IMAGINATION LIBRARY | $6,000 | |
| EMPORIA FRIENDS OF THE ZOO | |||||||
| 75 SODEN ROAD | EMPORIA | KS | 66801 | N/A | LEMUR EXHIBIT | $23,000 | |
| CHASE COUNTY CHAMBER OF COMMERCE | |||||||
| 318 BROADWAY ST | COTTONWOOD FALLS | KS | 66845 | N/A | BRANDING INITATIVE | $30,060 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $398,079 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,882 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $54,478 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,337 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,763 | ExclusionAmt |
| Related Or Exempt Function Incm | $164,396 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,462 | ExclusionAmt |
| Related Or Exempt Function Incm | $164,396 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,858 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SALE OF ASSETS | RelationshipStatementTxt |
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 | AGLER & GAEDDERT, CHARTERED | CategoryTxt |
| Amt | $5,461 | Amt |
| Net Investment Income | $2,730 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,731 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DFA LARGE CAP INTL PORT | AT COST | $47,734 | $63,245 |
| DFA TAX-MANAGED INTL VALUE PORT | AT COST | $55,756 | $75,566 |
| DFA TAX MANAGED US MARKETWIDE VALUE PORT | AT COST | $113,367 | $223,326 |
| DFA US LARGE CO PORT | AT COST | $6,230 | $8,562 |
| DODGE & COX STOCK FUND | AT COST | $38,437 | $60,741 |
| DFA REAL ESTATE SECURITIES PORT | AT COST | $64,306 | $104,362 |
| DFA TAX MANAGED US 5-10 VALUE PORT | AT COST | $92,836 | $174,814 |
| DFA TAX MANAGED 6-10 SMALL CAP PORT | AT COST | $42,306 | $93,405 |
| DFA FIVE YEAR GLOBAL FIXED INCOME PORT | AT COST | $83,419 | $86,549 |
| DFA ONE YEAR FIXED INCOME PORT | AT COST | $762,993 | $764,577 |
| EUROPACIFIC GROWTH FUND | AT COST | $45,149 | $69,928 |
| AMCAP FUND CLASS F | AT COST | $55,365 | $93,775 |
| HIGH INCOME TRUST CLASS F | AT COST | $94,751 | $103,110 |
| DFA TAX MANAGED US EQUITY PORTFOLIO | AT COST | $92,567 | $182,610 |
| DFA INTL SMALL CAP VALUE PORT | AT COST | $45,641 | $67,551 |
| VANGUARD HIGH YIELD | AT COST | $94,948 | $93,242 |
| DFA TWO YR GLOBAL FIXED INC | AT COST | $108,343 | $106,473 |
| DFA INFLATION PROCTECTION | AT COST | $194,129 | $192,153 |
| DFA INTL REAL ESTATE | AT COST | $71,788 | $58,102 |
| AMERICAN FD WASHINGTON | AT COST | $36,015 | $64,428 |
| DFA INVESTMENT GRADE | AT COST | $598,321 | $585,672 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,475 | LegalFeesAmt |
| Net Investment Income | $8,738 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,737 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $29,842 | $29,842 | $0 |
| BOOK KEEPING | $300 | $0 | $300 |
| INSURANCE | $300 | $300 | $0 |
| REPAIR AND MAINTENANCE | $2,546 | $2,546 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARLES SCHWAB SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $2,337 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,337 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,337 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KANSAS CORPORATION FEE | $40 | $0 | $40 |
| TAXES PAID | $4,143 | $0 | $0 |
| PROPERTY TAXES | $4,292 | $4,292 | $0 |