Civic Intelligence

Dean E & Cleta J Smith Charitable Fund

990PF • Fiscal year 2023 • EIN 73-6356407

May 01, 2023 to Nov 15, 2023 • Filed on Mar 14, 2024

Organization Profile
PO Box BPaola, KS 66071

(913) 294-3811

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $618,625 (-100%) from 2022

Net Assets

Down

$0

Down $618,625 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$3,221

Down $40,885 (-93%) from 2022

Expenses

Up

$213,367

Up $174,286 (+446%) from 2022

Net Income

Down

-$210,146

Down $215,171 (-4282%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $388,538Liabilities 2011: $0Net Assets 2011: $388,5382011Assets 2012: $383,633Liabilities 2012: $0Net Assets 2012: $383,6332012Assets 2013: $371,197Liabilities 2013: $0Net Assets 2013: $371,1972013Assets 2014: $362,861Liabilities 2014: $0Net Assets 2014: $362,8612014Assets 2015: $384,150Liabilities 2015: $0Net Assets 2015: $384,1502015Assets 2016: $375,981Liabilities 2016: $02016Assets 2020: $597,907Liabilities 2020: $02020Assets 2021: $613,600Liabilities 2021: $0Net Assets 2021: $613,6002021Assets 2022: $618,625Liabilities 2022: $0Net Assets 2022: $618,6252022Assets 2023: $209,626Liabilities 2023: $0Net Assets 2023: $209,6262023Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400K-$600KExpenses 2011: $23,3392011Expenses 2012: $19,6272012Expenses 2013: $33,8152013Revenue 2014: $16,084Expenses 2014: $26,921Net Income 2014: -$10,8372014Revenue 2015: $16,190Expenses 2015: $28,932Net Income 2015: -$12,7422015Revenue 2016: $16,658Expenses 2016: $31,189Net Income 2016: -$14,5312016Revenue 2020: $20,393Expenses 2020: $39,308Net Income 2020: -$18,9152020Revenue 2021: $53,866Expenses 2021: $38,173Net Income 2021: $15,6932021Revenue 2022: $44,106Expenses 2022: $39,081Net Income 2022: $5,0252022Revenue 2023: -$46,301Expenses 2023: $362,697Net Income 2023: -$408,9982023Revenue 2023: $3,221Expenses 2023: $213,367Net Income 2023: -$210,1462023

Highlighted filing

2023

Revenue$3,221
Expenses$213,367
Net Income-$210,146
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Nov 15, 2023
Signed
Mar 14, 2024
Return Version
2023v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST OPTION BANKTrustee-$7,407-$7,407
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMIAMI COUNTY COMMUNITY FOUNDATIONMATCHING GRANT FUNDS $100,000; CLOSE FOUNDATION TO 501(C)3 ORGANIZATION.PCPAOLA, KS, US$201,635
Filing and Contact Details

Filer

Filer Name
Dean E & Cleta J Smith Charitable Fund
EIN
73-6356407
Phone
9132943811
Address
PO BOX B, PAOLA, KS 66071

Signing Officer

Name
First Option Bank
Title
Trustee
Phone
9132592110
Signed
2024-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Agler & Gaeddert Chartered
Address
PO BOX 1020, OTTAWA, KS 66067
Preparer
Lucille L Hinderliter CPA
Phone
7852423170
Raw XML Appendix321 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/Amt04050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04050
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0MIAMI COUNTY COMMUNITY FOUNDATION
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1LAKEMARY CENTER INC
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt2CITY OF LOUISBURG - POLICE DEPARTMENT
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt00
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt10
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt20
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0CASH DISTRIBUTION OF $100,000 WERE MADE ON 9/29/2023 FOR A MATCHING FUNDS GRANT; CASH DISTRIBUTION OF $101,043.82 AND $591.40 WERE MADE ON NOVEMBER 3, 2023 AND NOVEMBER 15, 2023, RESPECTIVELY, TO COMPLETE LIQUIDATION OF THIS FOUNDATION BY DISTRIBUTION TO A QUALIFYING 501(C)3 ORGANIZATION.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1CASH DISTRIBUTIONS MADE ON 2/28/2023 OF $15,000 AND ON 4/6/2023 IN THE AMOUNT OF $150,000 FOR THEIR CAPITAL CAMPAIGN.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt2CASH DISTRIBUTION MADE ON 4/5/2023 FOR TECHNOLOGY UPGRADES
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt0702 BAPTISTE DRIVE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0REQUESTS MUST BE RECEIVED BEFORE MARCH 1 EACH YEAR TO BE CONSIDERED.
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0201635
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04732
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0305045
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0512534
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0207489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0305045
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0212221
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0207489
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0512534
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0305045
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THIS FOUNDATION IS TO TERMINATE 20 YEARS FOLLOWING THE DATE OF THE TRUSTOR'S (CLETA J. SMITH) DEATH. THAT WOULD BE IN 2023. THIS FOUNDATION USED AN APRIL 30 YEAR END WITH ITS FORM 990-PF BEING DUE ON SEPTEMBER 15 EACH YEAR. ALTHOUGH A FORMAL LIQUIDATION PLAN WAS NOT ADOPTED, THE FOUNDATION BEGAN LIQUIDATING ASSETS IN THEIR TAX YEAR ENDED APRIL 30, 2023. LIQUIDATION OF THE FOUNDATION WAS COMPLETED BY NOVEMBER 15, 2023. PART XIV CONTAINS A LIST OF THE NAME AND ADDRESS OF ALL RECIPIENTS OF CASH DISTRIBUTIONS DURING THE FINAL TAX YEAR (5/1/2023 - 11-15/2023) FOR REGULAR REQUIRED DISTRIBUTIONS AND FOR THE FINAL LIQUIDATING DISTRIBUTION. ONLY CASH DISTRIBUTIONS WERE MADE TO LIQUIDATE THE FOUNDATION.
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt039
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ACCRETIONS ON CORP BDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt039
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0518
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0REFUND OF PRIOR YEAR EXCISE TAXES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt0271
TaxesSchedule/TaxesDetail/Amt14
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD FROM DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST OPTION BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09132592110
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEAN E & CLETA J SMITH CHARITABLE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST OPTION BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0DEAN
ReturnHeader/Filer/EIN0736356407
ReturnHeader/Filer/PhoneNum09132943811
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX B
ReturnHeader/Filer/USAddress/CityNm0PAOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066071
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480894999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGLER & GAEDDERT CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1020
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OTTAWA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066067
ReturnHeader/PreparerPersonGrp/PhoneNum07852423170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCILLE L HINDERLITER CPA
ReturnHeader/ReturnTs02024-03-14T15:44:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FIRST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OPTION BANK
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02023-11-15
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,221
Expenses
$213,367
Net income
-$210,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.46$3.63$4.09
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$2.13$2.10
2022Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.44$0.39$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.54$0.38$0.16
2020Summary only. Only limited summary data is available for this year.$5.98$0.00$0.20$0.39$0.19
2016Summary only. Only limited summary data is available for this year.$3.76$0.00$0.17$0.31$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.16$0.29$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.16$0.27$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.34
2012Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.23