JULIA J MINGENBACK FDN INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JULIA J MINGENBACK FDN INC (EIN 48-6109567)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-01
IRS object ID
202431229349102593
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-01T18:08:04-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN481041128PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SWINDOLL JANZEN HAWK & LOYD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1123 S MAIN ST PO BOX 1337AddressLine1Txt
CityMCPHERSONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP674601337ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN486109567EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JULIA J MINGENBACK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJULIBusinessNameControlTxt
Phone6202415023PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1169 PEOPLES BANK AND TRUSTAddressLine1Txt
CityMCPHERSONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67460ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES KETCHERSIDEPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Signature2024-04-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastKETCHERSIDEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN E ALBRECHT CPAPreparerPersonNm
PTINP01056634PTIN
Phone6202411826PhoneNum
Preparation2024-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,034,009FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,556InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,556InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$89,807DividendsRevAndExpnssAmt
Dividends Net Invst Incm$89,807DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$10,762GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$10,762GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$5,784NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$36,518NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,627,017GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,518CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$141,643TotalRevAndExpnssAmt
Total Net Invst Incm$141,643TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,025AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,025AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$51,050OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$51,050OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,625TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,585TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$4,113OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,113OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$60,813TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$58,748TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$195,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$195,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$255,813TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$58,748TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$197,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$114,170ExcessRevenueOverExpensesAmt
Net Investment Income$82,895NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$81,200SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$163,427SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$163,427SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,944,897CorporateStockBOYAmt
Corporate Stock EOY$3,750,130CorporateStockEOYAmt
Corporate Stock EOYFMV$3,714,761CorporateStockEOYFMVAmt
Other Assets BOY$112,041OtherAssetsBOYAmt
Other Assets EOY$112,042OtherAssetsEOYAmt
Other Assets EOYFMV$155,821OtherAssetsEOYFMVAmt
Total Assets BOY$4,138,138TotalAssetsBOYAmt
Total Assets EOY$4,025,599TotalAssetsEOYAmt
Total Assets EOYFMV$4,034,009TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,188,384CapitalStockBOYAmt
Capital Stock EOY$1,188,384CapitalStockEOYAmt
Retained Earning BOY$2,949,754RetainedEarningBOYAmt
Retained Earning EOY$2,837,215RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,138,138TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,025,599TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,138,138TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,025,599TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,138,138TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$114,170ExcessRevenueOverExpensesAmt
Other Increases$5,400OtherIncreasesAmt
Subtotal$4,029,368SubtotalAmt
Other Decreases$3,769OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,025,599TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PBT - LONG TERM SALES TRANSACTIONSP2014-05-072023-12-27$1,240,111$1,239,810$301$301
UBS - SHORT TERM SALES TRANSACTIONSP2023-08-052023-08-04$15,473$13,691$1,782$1,782
UBS - SHORT TERM NONCOVERED SALESP2022-12-132023-12-12$7,460$7,274$186$186
UBS - LONG TERM SALES TRANSACTIONSP2021-03-112023-12-12$841,856$814,207$27,649$27,649
UBS - LONG TERM NONCOVERED SALESP2022-04-042023-12-12$208,465$221,346-$12,881-$12,881
RAYMOND JAMES - SHORT TERM SALESP2023-09-062023-09-05$8,412$8,470-$58-$58
RAYMOND JAMES - LONG TERM SALESP2021-02-182023-09-05$282,350$285,701-$3,351-$3,351
FieldValueIRS element (for citing)
Capital Gain Net Income$36,518CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,910NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,152InvestmentIncomeExciseTaxAmt
Subtotal$1,152SubtotalAmt
Tax Based On Investment Income$1,152TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,066EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,066TotalPaymentsAndCreditsAmt
Overpayment$2,914OverpaymentAmt
Applied To ES Tax$2,914AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PEOPLES BANK & TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6202415023PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1822 N MAIN STAddressLine1Txt
CityMCPHERSONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67460ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES KETCHERSIDE
609 WICKERSHAMMCPHERSONKS67460PRESIDENT/DI1.00$0$0$0
BRETT REBER
320 S WALNUTMCPHERSONKS67460V-PRESIDENT/1.00$0$0$0
BEV HESS
1002 TURKEY CREEK DRMCPHERSONKS67460SE/TRES/DIRE1.00$0$0$0
KEITH BIRKHEAD
1560 NORTHVIEW RDMCPHERSONKS67460TRUSTEE1.00$0$0$0
B CARVER SWINDOLL
1451 JANASU RDMCPHERSONKS67460TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,671,088AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$108,719AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$139,981FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,919,788TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,919,788AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,797CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,860,991NetVlNoncharitableAssetsAmt
Minimum Investment Return$193,050MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$193,050MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,152TaxBasedOnInvestmentIncomeAmt
Total Tax$1,152TotalTaxAmt
Distributable Before Adj$191,898DistributableBeforeAdjAmt
Distributable Before Ded$191,898DistributableBeforeDedAmt
Distributable As Adjusted$191,898DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$197,025ExpensesAndContributionsAmt
Qualifying Distributions$197,025QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$191,898DistributableAsAdjustedAmt
Undistributed Income PY$192,710UndistributedIncomePYAmt
Qualifying Distributions$197,025QualifyingDistributionsAmt
Applied To Year1$192,710AppliedToYear1Amt
Applied To Current Year$4,315AppliedToCurrentYearAmt
Undistributed Income CY$187,583UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES KETCHERSIDERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1609 WICKERSHAMAddressLine1Txt
CityMCPHERSONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67460ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6202413893RecipientPhoneNum
Recipient Email AddressJLKETCHERSIDE@COX.NETRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATION SHOULD BE IN LETTER FORM STATING SPECIFIC NEEDSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGENERALLY LIMITED TO EDUCATIONAL AND CULTURAL ACTIVITIES OF ORGANIZATIONS IN MCPHERSON COUNTY KSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MCPHERSON COLLEGE
1600 E EUCLIDMCPHERSONKS67460NONEPUBLIC CHARICOLLEGE CAMPUS CENTER PROJECT$50,000
MCPHERSON OPERA HOUSE COMPANY
219 SOUTH MAINMCPHERSONKS67460NONEPUBLIC CHARIOPERA HOUSE ENDOWMENT FUND$70,000
BETHANY COLLEGE
335 E SWENSSON STLINDSBORGKS67456NONEPUBLIC CHARIBURNETT CENTER SUPPORT$25,000
MCPHERSON MUSEUM & ART FOUNDATION
1111 E KANSAS AVEMCPHERSONKS67460NONEPUBLIC CHARTNEW NATIVE AMERICAN DISPLAY$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$195,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,556ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89,807ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$5,784ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,518ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$136,665ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$136,665TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySWINDOLL JANZEN HAWK & LOYDCategoryTxt
Amt$2,025Amt
Disbursements Charitable Prps$2,025DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY$3,350,398$3,371,173
FIXED$399,732$343,588

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MINERAL INTEREST$39$39$30,981
MORTON COUNTY LAND - 160 ACRES$112,000$112,000$124,840
REMAINDER INTEREST IN TRUST$2$3

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR 2023 POSTED IN 2024Desc
Amt$3,769Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OIL & GAS ROYALTIES
OK REGISTRY FEES$44$44
ANNUAL MEMBERSHIP DUES$815$815
KING OPERATING EXPENSES$22$22
EXPENSES
LIABILITY INSURANCE$2,950$2,950
TRAVEL & MEETINGS$282$282

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR 2022 POSTED IN 2023Desc
Amt$5,400Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FIDICUARY FEES - PBT$18,000$18,000
BROKER FEES - RAYMOND JAMES$18,516$18,516
BROKER & WIRE FEES - UBS$13,334$13,334
MORTON COUNTY FARM$1,200$1,200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ANNUAL REPORT$40
FOREIGN TAXES - RAYMOND JAMES$686$686
FOREIGN TAXES - PBT AGENCY$2$2
OIL & GAS ROYALTIES$2,824$2,824
MORTON COUNTY FARM$73$73

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