GLADYS F GOSSAGE CHARITABLEFOUNDATION TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GLADYS F GOSSAGE CHARITABLEFOUNDATION TRUST (EIN 20-7334366)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349102466
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T12:01:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480841034 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDBURG VOGEL PIERCE FARIS CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 N HALSTEAD - P O BOX 2047 | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 675042047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207334366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLADYS F GOSSAGE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLAD | BusinessNameControlTxt |
| Phone | 6206942261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 913 | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 675040913 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL BANK OF HUTCHINSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6206942261 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BILLY J KLUG | PreparerPersonNm |
| PTIN | P00707301 | PTIN |
| Phone | 6206690461 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $914,378 | 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 |
| Dividends Rev And Expnss | $28,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,100 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,435 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,435 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,246 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,311 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,935 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,610 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,610 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $690 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $639 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $387 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,235 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,177 | CashBOYAmt |
| Cash EOY | $1,339 | CashEOYAmt |
| Cash EOYFMV | $1,339 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,803 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,803 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $288,898 | CorporateStockBOYAmt |
| Corporate Stock EOY | $275,078 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $341,845 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $500,508 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $525,848 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $500,741 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,571 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $1,571 | LandBOYAmt |
| Land EOY | $1,571 | LandEOYAmt |
| Land EOYFMV | $10,650 | LandEOYFMVAmt |
| Total Assets BOY | $851,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $863,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $914,378 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $900,751 | CapitalStockBOYAmt |
| Capital Stock EOY | $900,751 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$48,792 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$37,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $851,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $863,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $851,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $863,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $851,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,680 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $863,639 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $863,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON DYNAMIC VALUE FUND | P | 2025-01-24 | 2025-08-26 | $154 | $146 | $8 | $8 |
| BLACKROCK COMMODITY STRATEGIES | P | 2021-09-22 | 2025-03-10 | $565 | $575 | -$10 | -$10 |
| BLACKROCK COMMODITY STRATEGIES | P | 2021-09-22 | 2025-08-26 | $162 | $154 | $8 | $8 |
| CALAMOS INVT TR NEW EVOLVING WORLD | P | 2023-06-16 | 2025-03-10 | $715 | $630 | $85 | $85 |
| CALAMOS INVT TR NEW EVOLVING WORLD | P | 2023-06-16 | 2025-08-26 | $1,300 | $976 | $324 | $324 |
| EATON VANCE SHORT DUR INFL PROT | P | 2024-08-21 | 2025-03-10 | $377 | $370 | $7 | $7 |
| FEDERATED HERMES MDT MID CAP GROWTH | P | 2024-08-21 | 2025-03-10 | $455 | $445 | $10 | $10 |
| FEDERATED HERMES MDT MID CAP GROWTH | P | 2024-08-21 | 2025-08-26 | $773 | $619 | $154 | $154 |
| FEDERATED HERMES MDT LARGE CAP GROWTH | P | 2024-03-21 | 2025-03-10 | $272 | $258 | $14 | $14 |
| FEDERATED HERMES MDT LARGE CAP GROWTH | P | 2024-03-21 | 2025-08-26 | $948 | $743 | $205 | $205 |
| FIDELITY INTERNATIONAL INDEX | P | 2024-01-02 | 2025-03-10 | $778 | $702 | $76 | $76 |
| FIDELITY INTERNATIONAL INDEX | P | 2024-01-02 | 2025-08-26 | $720 | $573 | $147 | $147 |
| FIDELITY INTERNATIONAL INDEX | P | 2024-08-21 | 2025-08-26 | $60 | $53 | $7 | $7 |
| FIDELITY EMERGING MARKETS | P | 2024-01-02 | 2024-03-10 | $123 | $113 | $10 | $10 |
| FIDELITY EMERGING MARKETS | P | 2024-01-02 | 2025-08-26 | $718 | $563 | $155 | $155 |
| FIDELITY LARGE CAP GROWTH INDEX | P | 2024-01-02 | 2025-03-10 | $1,871 | $1,530 | $341 | $341 |
| FIDELITY LARGE CAP GROWTH INDEX | P | 2024-01-02 | 2025-08-26 | $4,429 | $2,940 | $1,489 | $1,489 |
| MFS INTERNATIONAL EQUITY | P | 2022-01-13 | 2025-03-10 | $2,402 | $2,177 | $225 | $225 |
| MFS INTERNATIONAL EQUITY | P | 2022-01-13 | 2025-08-26 | $28,256 | $23,723 | $4,533 | $4,533 |
| MFS INTERNATIONAL EQUITY | P | 2022-03-01 | 2025-08-26 | $6,449 | $4,900 | $1,549 | $1,549 |
| MFS INTERNATIONAL EQUITY | P | 2022-07-06 | 2025-08-26 | $10,368 | $6,926 | $3,442 | $3,442 |
| MFS VALUE | P | 2021-03-03 | 2025-01-24 | $9,962 | $9,212 | $750 | $750 |
| MANNING & NAPIER HIGH YIELD BOND | P | 2024-08-21 | 2025-03-10 | $38 | $38 | $0 | $0 |
| PIMCO RAE US SMALL CAP INSTL | P | 2024-11-29 | 2025-08-26 | $328 | $359 | -$31 | -$31 |
| CONGRESS SMALL CAP GROWTH INSTL | P | 2024-01-02 | 2025-08-26 | $1,180 | $910 | $270 | $270 |
| T ROWE PRICE MID CAP VALUE | P | 2024-08-21 | 2025-06-23 | $6,596 | $7,533 | -$937 | -$937 |
| T ROWE PRICE MID CAP VALUE | P | 2025-03-10 | 2025-06-23 | $819 | $819 | $0 | $0 |
| VANGUARD SMALL CAP VALUE | P | 2024-01-02 | 2025-03-10 | $76 | $73 | $3 | $3 |
| VANGUARD SMALL CAP VALUE | P | 2024-03-21 | 2025-08-26 | $22 | $20 | $2 | $2 |
| VANGUARD SMALL CAP VALUE | P | 2024-08-21 | 2025-08-26 | $66 | $61 | $5 | $5 |
| VANGUARD MID CAP VALUE INDEX | P | 2023-10-20 | 2025-03-10 | $310 | $243 | $67 | $67 |
| VANGUARD MID CAP VALUE INDEX | P | 2024-01-02 | 2025-03-10 | $181 | $164 | $17 | $17 |
| VANGUARD SMALL CAP GROWTH | P | 2024-01-02 | 2025-03-10 | $166 | $157 | $9 | $9 |
| VANGUARD SMALL CAP GROWTH | P | 2024-03-21 | 2025-08-26 | $173 | $155 | $18 | $18 |
| VANGUARD MID CAP GROWTH | P | 2023-10-20 | 2025-03-10 | $1,044 | $811 | $233 | $233 |
| VANGUARD MID CAP GROWTH | P | 2024-01-02 | 2025-03-10 | $4 | $3 | $1 | $1 |
| VANGUARD MID CAP GROWTH | P | 2023-10-20 | 2025-08-26 | $474 | $310 | $164 | $164 |
| VANGUARD MID CAP GROWTH | P | 2024-08-21 | 2025-08-26 | $427 | $350 | $77 | $77 |
| VANGUARD VALUE INDEX | P | 2024-01-02 | 2025-03-10 | $2,133 | $1,862 | $271 | $271 |
| VICTORY TRIVALENT INTERNATIONAL SMALL CAP | P | 2021-06-17 | 2025-03-10 | $695 | $812 | -$117 | -$117 |
| VICTORY TRIVALENT INTERNATIONAL SMALL CAP | P | 2021-06-17 | 2025-08-26 | $8,505 | $7,940 | $565 | $565 |
| CAPITAL GAINS DIVIDENDS | P | $3,954 | $3,954 | $3,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,100 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $571 | TaxDueAmt |
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 | FIRST NATIONAL BANK | IndividualWithBooksNm |
| Phone | 6206942261 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH MAIN | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67501 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 913 | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 675040913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,246 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $883,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,650 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $894,335 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $894,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $880,920 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,046 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,046 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $559 | TotalTaxAmt |
| Distributable Before Adj | $43,487 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,487 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,487 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,487 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $12,662 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $12,662 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,662 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,662 | 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 | $2,520 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF HUTCHINSON | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 EAST B | AddressLine1Txt |
| City | HUTCHINSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | GOV | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | CAPITAL IMPROVEMENTS TO ANIMAL SHELTER | GrantOrContributionPurposeTxt |
| Amt | $22,070 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,070 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,435 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,435 | 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 | ACCOUNTANT FEES | CategoryTxt |
| Amt | $690 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $690 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE SHORT DUR INFL PROT INC | $24,125 | $24,387 |
| FIDELITY INVESTMENT GRADE BOND | $121,682 | $108,178 |
| MANNING & NAPIER HIGH YIELD BOND | $21,241 | $21,293 |
| PGIM GLOBAL TOTAL RETURN | $94,012 | $86,146 |
| VANGUARD EMERGING MARKETS BOND FUND | $42,025 | $44,107 |
| VANGUARD INTER TERM TREASURY ADM | $126,464 | $129,654 |
| VANGUARD MORTGAGE BACKED SECS | $96,299 | $86,976 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK COMMODITY STRATEGIES FUND | $11,477 | $14,605 |
| BNY MELLON DYNAMIC VALUE FUND | $10,424 | $10,957 |
| CALAMOS EVOLVING WORLD GROWTH | $15,675 | $21,740 |
| COHEN & STEERS INSTL REALTY SHARES | $12,504 | $12,845 |
| CONGRESS SMALL CAP GROWTH | $12,204 | $15,757 |
| DEAN MID CAP VALUE | $7,686 | $7,578 |
| FEDERATED HERMES MDT LARGE CAP GROWTH | $8,663 | $11,403 |
| FEDERATED HERMES MDT MID CAP GROWTH | $6,437 | $7,592 |
| FIDELITY EMERGING MARKETS INDEX | $7,021 | $9,672 |
| FIDELITY INTERNATIONAL INDEX | $15,501 | $20,130 |
| FIDELITY LARGE CAP GROWTH INDEX | $29,391 | $46,797 |
| HARBOR INTERNATIONAL CORE INSTL | $45,473 | $47,850 |
| PIMCO RAE US SMALL CAP INSTL | $17,361 | $16,181 |
| VANGUARD MID CAP GROWTH INDEX | $7,880 | $11,697 |
| VANGUARD MID CAP VALUE INDEX | $8,769 | $12,318 |
| VANGUARD SMALL CAP GROWTH INDEX | $3,328 | $4,168 |
| VANGUARD SMALL CAP VALUE INDEX | $3,480 | $4,076 |
| VANGUARD VALUE INDEX | $36,520 | $46,127 |
| VICTORY TRIVALENT INTERNATIONAL SMALL CAP | $15,284 | $20,352 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $1,610 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,610 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MOWING LOTS | Desc |
| Revenue And Expenses Per Books | $4,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE PROPERTY TAXES | $212 | $212 | $0 |
| FOREIGN TAX | $175 | $175 | $0 |
| PY EXCISE TAX | $252 | $0 | $0 |