Dolezal Charitable Trust

990PF • Fiscal year 2023 • EIN 83-6549400

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile

PO Box 1507Cedar Rapids, IA 52406-1507

(319) 270-4814

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $25M-$50M nonprofits • Source year 2023

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $25M-$50M nonprofits • Source year 2023

-40%

Higher net margin than 13% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

$92,846

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

-2.4%

Faster asset growth than 21% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

100%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets15th percentile

Assets

Down

$26,915,201

Down $661,317 (-2.4%) from 2022

Net Assets

Down

$26,915,201

Down $661,317 (-2.4%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue14th percentile Net Margin13th percentile

Revenue

$1,677,019

Up $839,982 (+100%) from 2022

Expenses

$2,342,041

Up $1,863,567 (+389%) from 2022

Net Income

Down

-$665,022

Down $1,023,585 (-285%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

Highlighted filing

2023

Assets$26,915,201

Liabilities$0

Net Assets$26,915,201

Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

Highlighted filing

2023

Revenue$1,677,019

Expenses$2,342,041

Net Income-$665,022

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 6, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay26th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JONATHAN E GALLAGHER	Trustee	-	$92,846	-	$92,846

Filing and Contact Details

Filer

Filer Name: Dolezal Charitable Trust
EIN: 83-6549400
Phone: 3192704814
Address: PO BOX 1507, CEDAR RAPIDS, IA 52406-1507

Signing Officer

Name: Jonathan E Gallagher
Title: Trustee
Phone: 3192704814
Signed: 2024-05-06
Discuss with paid preparer: Yes

Preparer

Firm: Creative Planning Tax LLC
Address: PO BOX 2100, WATERLOO, IA 50704-2100
Preparer: Heather Gunderson CPA
Phone: 3192346885

Raw XML AppendixShowing 400 of 623 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.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	2800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	2800
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	0	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	1	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	2	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	3	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	4	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	5	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	6	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	7	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	8	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	9	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	10	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	11	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	12	2019-02-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	13	2020-03-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	14	2020-09-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	15	2021-10-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	16	2022-12-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	17	2018-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	18	2019-02-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	19	2023-11-03
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	0	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	1	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	2	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	3	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	4	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	5	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	6	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	7	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	8	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	9	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	10	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	11	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	12	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	13	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	14	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	15	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	16	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	17	L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	18	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	19	SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	0	3067
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	1	9061
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	2	1173
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	3	4879
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	4	25179
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	5	7874
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	6	17361
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	7	5400
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	8	1300
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	9	14000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	10	7269
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	11	22707
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	12	5627
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	13	1549
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	14	10156
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	15	9168
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	16	43588
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	17	12943000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	18	5264
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	19	18880
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	0	204
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	1	604
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	2	78
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	3	325
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	4	1679
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	5	525
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	6	1157
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	7	360
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	8	87
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	9	933
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	10	485
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	11	1514
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	12	0
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	13	0
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	14	0
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	15	0
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	16	2906
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	17	0
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	18	0
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	19	86
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	0	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	1	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	2	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	3	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	4	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	5	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	6	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	7	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	8	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	9	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	10	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	11	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	12	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	13	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	14	5.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	15	7.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	16	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	17	15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	18	27.500000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	0	204
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	1	604
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	2	78
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	3	325
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	4	1679
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	5	525
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	6	1157
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	7	360
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	8	87
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	9	933
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	10	485
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	11	1514
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	12	0
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	13	0
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	14	0
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	15	0
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	16	2906
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	17	0
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	18	0
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	19	86
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	0	510
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	1	1510
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	2	195
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	3	1300
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	4	6716
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	5	2101
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	6	4632
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	7	900
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	8	217
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	9	2334
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	10	1940
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	11	6059
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	12	5627
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	13	1549
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	14	10156
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	15	9168
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	16	363
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	17	5264
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	0	TILING - THARP ROAD SOUTH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	1	TILING - SHUEYVILLE FARM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	2	TILING INTAKE - THARP NORTH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	3	EARTH MOVING (08/11/2011) - THARP RD SOUTH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	4	WATERWAY REPAIR (12/24/2011) - THARP RD SOUTH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	5	EARTH WORK (12/07/2013) - THARP RD SOUTH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	6	EARTH WORK (12/07/2013) - SHUEYVILLE FARM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	7	TILING - SHUEYVILLE FARM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	8	TILING - THARP SOUTH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	9	EARTH WORK TO LEVEL LAND - THARP RD SOUTH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	10	TILING 4 16 - SHUEYVILLE FARM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	11	TILING 10 16 - THARP RD SOUTH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	12	TILING - KLIMA DRAINAGE - SHUEYVILLE FARM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	13	TILING REPAIRS - THARP SOUTH FARM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	14	PAINTING FARM OUTBUILDINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	15	COVER CROP EXPENSES - 20% TO SWISHER E 40 AND 80% TO SWISHER W 160
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	16	SCHWISHER 160 LAND IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	17	LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	18	TILING - KLIMA DRAINAGE - THARP RD SOUTH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	19	ROOF REPLACEMENT - HOME FARM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	13523343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	17856938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	CORPORATE STOCK - COMMON
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	0	714
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	1	2114
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	2	273
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	3	1625
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	4	8395
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	5	2626
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	6	5789
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	7	1260
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	8	304
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	9	3267
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	10	2425
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	11	7573
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	12	5627
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	13	1549
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	14	10156
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	15	9168
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	16	3269
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	17	0
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	18	5264
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	19	86
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	0	2353
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	1	6947
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	2	900
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	3	3254
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	4	16784
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	5	5248
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	6	11572
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	7	4140
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	8	996
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	9	10733
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	10	4844
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	11	15134
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	12	0
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	13	0
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	14	0
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	15	0
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	16	40319
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	17	12943000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	18	0
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	19	18794
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	0	TILING - THARP ROAD SOUTH
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	1	TILING - SHUEYVILLE FARM
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	2	TILING INTAKE - THARP NORTH
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	3	EARTH MOVING (08/11/2011) - THARP RD SOUTH
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	4	WATERWAY REPAIR (12/24/2011) - THARP RD SOUTH
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	5	EARTH WORK (12/07/2013) - THARP RD SOUTH
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	6	EARTH WORK (12/07/2013) - SHUEYVILLE FARM
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	7	TILING - SHUEYVILLE FARM
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	8	TILING - THARP SOUTH
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	9	EARTH WORK TO LEVEL LAND - THARP RD SOUTH
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	10	TILING 4 16 - SHUEYVILLE FARM
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	11	TILING 10 16 - THARP RD SOUTH
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	12	TILING - KLIMA DRAINAGE - SHUEYVILLE FARM
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	13	TILING REPAIRS - THARP SOUTH FARM
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	14	PAINTING FARM OUTBUILDINGS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	15	COVER CROP EXPENSES - 20% TO SWISHER E 40 AND 80% TO SWISHER W 160
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	16	SCHWISHER 160 LAND IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	17	LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	18	TILING - KLIMA DRAINAGE - THARP RD SOUTH
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	19	ROOF REPLACEMENT - HOME FARM
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	0	3067
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	1	9061
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	2	1173
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	3	4879
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	4	25179
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	5	7874
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	6	17361
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	7	5400
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	8	1300
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	9	14000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	10	7269
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	11	22707
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	12	5627
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	13	1549
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	14	10156
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	15	9168
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	16	43588
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	17	12943000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	18	5264
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	19	18880
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	0	2353
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	1	6947
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	2	900
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	3	3254
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	4	16784
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	5	5248
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	6	11572
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	7	4140
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	8	996
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	9	10733
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	10	4844
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	11	15134
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	12	0
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	13	0
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	14	0
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	15	0
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	16	40319
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	17	21526722
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	18	0
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	19	18794
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	425904
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	836916
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	35082
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt	0	247384
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd	0	16
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	EXCISE TAX FEDERAL REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	0	4117
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	1549403
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	1549403
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	2800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	2800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	836916
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	92846
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	92846
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	2000418
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	2000418
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt	0	10943
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	10943
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	425904
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	425904
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-665022
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt	0	375000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt	0	375000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	6977360
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	35082
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	35082
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	26490
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	26490
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	836916
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	1337679
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt	0	247384
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	122727
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	122727
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	4117
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	37454
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	37454
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	41963
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	48363
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	2000418
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	335223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	2342041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	1672902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	1677019
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	335223
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	341623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	6140444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	833376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	3540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	833376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	3540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	6973820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	3540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	836916
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-665022
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	3705
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	26915201
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	27576518
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	26915201
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	1965028
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	1965028
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	1965028
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	1983622
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	18594
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	18594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	6400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	18594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	18594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	18594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	12194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	6400
IRS990PF/FMVAssetsEOYAmt	0	39832518
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	14070647
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	13523343
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	17856938
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt	0	71484
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt	0	13156502
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt	0	13077081
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	13085018
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt	0	21668740
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	27576518
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	26915201
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	428790
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	306840
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	306840
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	27576518
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	26915201
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	39832518
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	27576518
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	26915201
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	27576518
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	26915201
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	40276582
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	1221761
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	17386081
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	604149
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	21668740
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	1983622
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	39672433
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $26,915,201
Liabilities: $0
Net assets: $26,915,201
Revenue: $1,677,019
Expenses: $2,342,041
Net income: -$665,022

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$25.6	$0.00	$25.6	$1.03	$2.38	$1.36
2023Detailed filing. Detailed filing data is available for this year.	$26.9	$0.00	$26.9	$1.68	$2.34	$0.67
2022Detailed filing. Detailed filing data is available for this year.	$27.6	$0.00	$27.6	$0.84	$0.48	$0.36
2021Detailed filing. Detailed filing data is available for this year.	$34.4	$0.00	$34.4	$38.7	$0.09	$38.6
2020Detailed filing. Detailed filing data is available for this year.	$0.97	$0.00	$0.97	$0.74	$0.06	$0.68