2024-12-03T13:40:53-06:00 2024-09-30 480841034 LINDBURG VOGEL PIERCE FARIS CHARTERED 2301 N HALSTEAD - P O BOX 2047 HUTCHINSON KS 675042047 990PF 2023-10-01 486127296 SUTTON MEMORIAL TRUST SUTT 6206942261 PO BOX 913 HUTCHINSON KS 675040913 FIRST NATIONAL BANK OF HUTCHINSON TRUSTEE 6206942262 2024-11-25 1 0 BILLY J KLUG P00707301 6206690461 2024-11-25 2023 2024-10-15 13:58:12Z X 388235 X X 10549 10549 -7762 201934 0 2787 10549 4197 1049 3148 810 0 810 212 148 0 5219 1197 3958 17025 17025 22244 1197 20983 -19457 9352 89 -4133 -4133 15637 7299 7299 217511 207635 236130 153112 155503 148939 386349 366304 388235 0 0 X 463496 462908 0 0 -77147 -96604 386349 366304 386349 366304 386349 -19457 0 366892 588 366304 AMERICAN FUNDS INFLATION LINKED BOND F3 P 2021-03-17 2023-12-14 480 554 -74 -74 AMERICAN FUNDS INFLATION LINKED BOND F3 P 2022-01-14 2023-12-14 34 40 -6 -6 AMERICAN FUNDS INFLATION LINKED BOND F3 P 2021-05-24 2023-12-14 35 41 -6 -6 AMERICAN FUNDS INFLATION LINKED BOND F3 P 2023-06-21 2024-03-06 722 725 -3 -3 AMERICAN FUNDS INFLATION LINKED BOND F3 P 2021-03-17 2024-03-06 5892 6920 -1028 -1028 BLACKROCK COMMODITY STRATEGIES INSTL P 2001-09-28 2023-12-14 2605 2916 -311 -311 BLACKROCK COMMODITY STRATEGIES INSTL P 2022-09-08 2023-12-14 592 663 -71 -71 BLACKROCK COMMODITY STRATEGIES INSTL P 2021-09-28 2024-09-09 170 187 -17 -17 CALAMOS INVT TR NEW EVOLVING WRLD I P 2022-09-08 2023-12-14 583 562 21 21 CALAMOS INVT TR NEW EVOLVING WRLD I P 2022-09-08 2024-03-06 11 10 1 1 CALAMOS INVT TR NEW EVOLVING WRLD I P 2023-06-21 2024-09-09 265 233 32 32 COHEN & STEERS INSTL REALTY SHARES P 2022-09-08 2023-12-14 183 194 -11 -11 COHEN & STEERS INSTL REALTY SHARES P 2021-09-28 2023-12-14 4925 5619 -694 -694 COHEN & STEERS INSTL REALTY SHARES P 2022-09-08 2024-09-09 170 158 12 12 EATON VANCE SHORT DUR INFL-PROT INCOME P 2024-08-21 2024-09-09 138 137 1 1 FEDERATED HERMES MDT LARDGE CAP GROWTH P 2024-08-21 2024-09-09 100 103 -3 -3 FEDERATED HERMES MDT LARDGE CAP GROWTH P 2024-03-06 2024-08-21 70 63 7 7 FEDERATED HERMES MDT LARDGE CAP GROWTH P 2024-03-06 2024-09-09 138 129 9 9 FIDELITY INTERNATIONAL IDX P 2023-12-14 2024-03-06 668 630 38 38 FIDELITY INTERNATIONAL IDX P 2024-08-21 2024-09-09 246 250 -4 -4 FIDELITY FLOATING RATE HIGH INCOME P 2023-12-14 2024-03-06 523 520 3 3 FIDELITY FLOATING RATE HIGH INCOME P 2021-09-28 2024-03-06 4843 4931 -88 -88 FIDELITY MID-CAP ENHANCED IDX MUTUAL P 2021-03-17 2023-10-19 11118 13800 -2682 -2682 FIDELITY MID-CAP ENHANCED IDX MUTUAL P 2021-09-28 2023-10-19 982 1284 -302 -302 FIDELITY MID-CAP ENHANCED IDX MUTUAL P 2022-09-08 2023-11-10 2891 2974 -83 -83 FIDELITY MID-CAP ENHANCED IDX MUTUAL P 2022-01-14 2023-11-10 1843 2130 -287 -287 FIDELITY MID-CAP ENHANCED IDX MUTUAL P 2021-03-17 2023-01-10 7366 8945 -1579 -1579 FIDELITY INVESTMENT GRADE BOND P 2021-03-17 2023-12-14 803 918 -115 -115 FIDELITY INVESTMENT GRADE BOND P 2021-09-28 2023-12-14 811 941 -130 -130 FIDELITY INVESTMENT GRADE BOND P 2021-03-17 2024-09-09 596 665 -69 -69 FIDELITY EMERGING MARKETS IDX P 2023-12-14 2024-03-06 549 544 5 5 FIDELITY EMERGING MARKETS IDX P 2023-12-14 2024-09-09 79 74 5 5 FIDELITY EMERGING MARKETS IDX P 2024-08-24 2024-09-09 34 35 -1 -1 FIDELITY SHORT-TERM TREASURY BOND IDX P 2021-03-17 2023-12-14 6335 6743 -408 -408 FIDELITY SHORT-TERM TREASURY BOND IDX P 2022-09-08 2024-03-06 5197 5145 52 52 FIDELITY SHORT-TERM TREASURY BOND IDX P 2021-05-24 2024-03-06 5368 5714 -346 -346 FIDELITY SHORT-TERM TREASURY BOND IDX P 2021-03-17 2024-03-06 24039 25662 -1623 -1623 FIDELITY LARGE CAP GROWTH IDX P 2024-03-06 2024-08-21 633 564 69 69 FIDELITY LARGE CAP GROWTH IDX P 2023-12-14 2024-09-09 479 410 69 69 FIDELITY LARGE CAP GROWTH IDX P 2024-03-06 2024-09-09 74 70 4 4 HEARTLAND MID CAP VALUE P 2023-12-14 2024-03-06 1152 1161 -9 -9 HEARTLAND MID CAP VALUE P 2023-11-10 2024-08-20 3403 2979 424 424 HEARTLAND MID CAP VALUE P 2023-12-14 2024-08-20 1881 1791 90 90 JPMORGAN LARGE-CAP GROWTH I P 2022-09-08 2023-12-14 7753 6420 1333 1333 JPMORGAN LARGE-CAP GROWTH I P 2022-09-08 2024-03-06 7056 5053 2003 2003 MFS INTERNATIONAL EQUITY R6 P 2022-01-14 2023-12-14 9812 9895 -83 -83 MFS INTERNATIONAL EQUITY R6 P 2022-01-14 2024-03-06 1321 1282 39 39 MFS INTERNATIONAL EQUITY R6 P 2022-01-14 2024-09-09 573 533 40 40 MFS VALUE I P 2021-03-17 2023-12-14 30958 32016 -1058 -1058 MFS VALUE I P 2022-09-08 2023-12-14 9637 10185 -548 -548 MFS VALUE I P 2021-03-17 2024-09-09 138 125 13 13 CONGRESS SMALL-CAP GROWTH INSTL P 2023-12-14 2024-03-06 778 742 36 36 CONGRESS SMALL-CAP GROWTH INSTL P 2023-06-21 2024-08-21 65 55 10 10 CONGRESS SMALL-CAP GROWTH INSTL P 2023-06-21 2024-09-09 201 177 24 24 PGIM GLOBAL TOTAL RETURN P 2022-01-14 2024-09-09 475 551 -76 -76 T ROWE PRICE MID-CAP VALUE FD P 2024-08-21 2024-09-09 100 101 -1 -1 ROYCE SMALL-CAP OPPORTUNITY INSTL P 2021-03-17 2023-12-14 9528 13239 -3711 -3711 ROYCE SMALL-CAP OPPORTUNITY INSTL P 2021-03-17 2024-03-06 103 138 -35 -35 ROYCE SMALL-CAP OPPORTUNITY INSTL P 2021-03-17 2024-09-09 201 276 -75 -75 VANGUARD SMALL-CAP VALUE IDX ADM P 2024-08-21 2024-09-09 51 52 -1 -1 VANGUARD MID-CAP VALUE INDEX ADMIRAL P 2023-12-14 2024-03-06 924 895 29 29 VANGUARD MID-CAP VALUE INDEX ADMIRAL P 2024-08-21 2024-09-09 153 152 1 1 VANGUARD SMALL-CAP GROWTH IDX ADM P 2024-08-21 2024-09-09 51 53 -2 -2 VANGUARD MID-CAP GROWTH INDEX ADM P 2023-12-14 2024-03-06 1145 1077 68 68 VANGUARD MID-CAP GROWTH INDEX ADM P 2024-08-21 2024-09-09 153 157 -4 -4 VANGUARD EMERGING MARKETS BOND ADM P 2021-03-17 2024-03-06 125 147 -22 -22 VANGUARD EMERGING MARKETS BOND ADM P 2021-05-24 2024-03-06 70 84 -14 -14 VANGUARD EMERGING MARKETS BOND ADM P 2021-03-17 2024-09-09 238 274 -36 -36 VANGUARD INT-TERM TREASURY P 2024-08-21 2024-09-09 833 827 6 6 VANGUARD MORTGAGE-BACKED SECS IDX ADM P 2021-03-18 2023-12-14 8060 9303 -1243 -1243 VANGUARD MORTGAGE-BACKED SECS IDX ADM P 2021-03-18 2024-09-09 477 538 -61 -61 VANGUARD VALUE INDEX ADM P 2024-08-21 2024-09-09 554 553 1 1 VICTORY TRIVALENT INTERNATIONAL SMALL-CAP P 2021-09-28 2024-09-09 314 366 -52 -52 VIRTUS KAR MID-CAP CORE I P 2023-06-21 2023-12-14 660 603 57 57 VIRTUS KAR MID-CAP CORE I P 2023-06-21 2024-03-06 1463 1291 172 172 VIRTUS KAR MID-CAP CORE I P 2023-06-21 2024-08-20 4970 4402 568 568 CAPITAL GAINS DIVIDENDS P 3968 3968 3968 -7762 130 0 130 0 130 0 0 0 0 0 0 130 0 0 0 0 0 0 0 0 0 0 1 1 KS 1 0 0 0 0 1 N/A FIRST NATIONAL BANK 6206942261 1 NORTH MAIN HUTCHINSON KS 67501 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FIRST NATIONAL BANK PO BOX 913 HUTCHINSON KS 675040913 TRUSTEE 1.00 4197 0 0 NONE 0 NONE 0 0 373922 -126 0 373796 0 0 373796 5607 368189 18409 18409 130 130 18279 0 18279 0 18279 20983 0 20983 18279 17025 0 0 20983 17025 0 0 3958 0 0 0 0 0 0 0 0 14321 0 0 0 X AMERICAN BIBLE SOCIETY 101 N INDEPENDENCE MALL EAST 8TH FL PHILADELPHIA PA 19106 N/A PUBLIC CHARITY UNRESTRICTED GRANT 4256 CHICAGO TRAINING SCHOOL 2121 SHERIDAN RD EVANSTON IL 60201 N/A PUBLIC CHARITY SCHOLARSHIP FUND 4256 GENERAL BOARD OF GLOBAL MINISTRIES 458 PONCE DE LEON AVE NE BLDG A STE 1 ATLANTA GA 30308 N/A PUBLIC CHARITY UNRESTRICTED GRANT 4256 PACIFIC GARDEN MISSION 1458 S CANAL ST CHICAGO IL 60607 N/A PUBLIC CHARITY UNRESTRICTED GRANT 4257 17025 0 14 10549 18 -7762 0 2787 0 2787 0 0 0 0 0 0 0 0 0 0 PREPARATION OF FORM 990-PF 810 0 810 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 9/30/10 (2009 TAX YEAR) IN THE AMOUNT OF $13,271.SIGNED:_______________________________ DATE:____________________ VANGUARD MORTGAGE-BACKED SECS IDX ADM 28204 25706 VANGUARD INT-TERM TREASURY 37453 38393 VANGUARD EMERGING MARKETS BOND FUND ADMIRAL 12826 12927 PRUDENTIAL GLOBAL TOTAL RETURN 28062 25809 MANNING & NAPIER HIGH YIELD BOND 6397 6578 FIDELITY INVESTMENT GRADE BOND 35183 32091 EATON VANCE SHORT DUR INFL-PROT INCOME 7378 7435 VICTORY TRIVALENT INTERNATIONAL SMALL-CAP FUND 18408 17605 T ROWE PRICE MID-CAP VALUE FD 5348 5524 ROYCE SMALL-CAP OPPORTUNITY INSTL 11749 11104 MFS VALUE FD CL I 6917 7583 MFS INTERNATIONAL EQUITY FUND 28464 31845 FIDELITY LARGE CAP GROWTH IDX 24176 30350 FIDELITY INTERNATIONAL IDX 11895 13620 FIDELITY EMERGING MARKETS IDX 5528 6375 FEDERATED HERMES MDT MID-CAP GROWTH 5323 5575 FEDERATED HERMES MDT LARGE CAP GROWTH 6658 7634 CONGRESS SMALL-CAP GROWTH INSTL 9254 11243 COHEN & STEERS INSTL REALTY SHARES 8479 9627 CALAMOS EVOLVING WORLD GROWTH I 12002 14978 BLACKROCK COMMODITY STRATEGIES FUND INST 8519 9374 VANGUARD MID-CAP GROWTH INDEX ADM 6702 8524 VANGUARD MID-CAP VALUE INDEX ADMIRAL 6570 8628 VANGUARD SMALL-CAP GROWTH IDX ADM 2592 2858 VANGUARD SMALL-CAP VALUE IDX ADM 2583 2860 VANGUARD VALUE INDEX ADM 26468 30823 BASIS ADJUSTMENT 588 EXCISE TAX ON INV INCOME 64 0 0 FOREIGN TAX PAID 148 148 0