JULIA J MINGENBACK FDN INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JULIA J MINGENBACK FDN INC (EIN 48-6109567)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-30
IRS object ID
202511209349100141
Schema version
2024v5.0
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)
Return2025-04-30T14:02:06-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-04-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
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
Preparation2025-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,220,068FMVAssetsEOYAmt
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$6,711InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,711InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$78,981DividendsRevAndExpnssAmt
Dividends Net Invst Incm$78,981DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$5,668GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$5,668GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$2,383NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$149,638NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,829,744GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$130,160CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$240,998TotalRevAndExpnssAmt
Total Net Invst Incm$221,520TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,415AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,415AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$52,902OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$52,194OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$708OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,534TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,534TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,224OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,224OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$62,075TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$58,952TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,123TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$220,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$220,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$282,075TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$58,952TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$223,123TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$41,077ExcessRevenueOverExpensesAmt
Net Investment Income$162,568NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$163,427SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$248,915SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$248,915SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,750,130CorporateStockBOYAmt
Corporate Stock EOY$3,731,719CorporateStockEOYAmt
Corporate Stock EOYFMV$3,954,149CorporateStockEOYFMVAmt
Other Assets BOY$112,042OtherAssetsBOYAmt
Other Assets EOY$39OtherAssetsEOYAmt
Other Assets EOYFMV$17,004OtherAssetsEOYFMVAmt
Total Assets BOY$4,025,599TotalAssetsBOYAmt
Total Assets EOY$3,980,673TotalAssetsEOYAmt
Total Assets EOYFMV$4,220,068TotalAssetsEOYFMVAmt
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$2,837,215RetainedEarningBOYAmt
Retained Earning EOY$2,792,289RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,025,599TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,980,673TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,025,599TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,980,673TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,025,599TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$41,077ExcessRevenueOverExpensesAmt
Other Increases$3,769OtherIncreasesAmt
Subtotal$3,988,291SubtotalAmt
Other Decreases$7,618OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,980,673TotNetAstOrFundBalancesEOYAmt

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
UBS - SHORT TERM COVERED SALESP2023-12-042024-12-03$24,047$22,794$1,253$1,253
UBS - SHORT TERM NONCOVERED SALESP2023-08-252024-07-10$5,444$5,284$160$160
UBS - LONG TERM COVERED SALESP2022-03-152024-12-03$800,676$745,504$55,172$55,172
UBS - LONG TERM NONCOVERED SALESP2023-06-202024-07-10$154,120$146,643$7,477$7,477
RAYMOND JAMES - SHORT TERM SALESP2023-06-012024-05-06$38,216$35,128$3,088$3,088
RAYMOND JAMES - LONG TERM SALESP2021-02-182024-08-06$248,448$248,823-$375-$375
PBT AGENCY ACCT - LONG TERM SALESP2014-05-172024-12-23$1,364,212$1,356,403$7,809$7,809
FieldValueIRS element (for citing)
Capital Gain Net Income$130,160CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,501NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,260InvestmentIncomeExciseTaxAmt
Subtotal$2,260SubtotalAmt
Tax Based On Investment Income$2,260TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,914EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,914TotalPaymentsAndCreditsAmt
Overpayment$654OverpaymentAmt
Applied To ES Tax$654AppliedToESTaxAmt

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$3,847,887AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$306,731AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$17,004FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,171,622TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,171,622AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$62,574CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,109,048NetVlNoncharitableAssetsAmt
Minimum Investment Return$205,452MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$205,452MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,260TaxBasedOnInvestmentIncomeAmt
Total Tax$2,260TotalTaxAmt
Distributable Before Adj$203,192DistributableBeforeAdjAmt
Distributable Before Ded$203,192DistributableBeforeDedAmt
Distributable As Adjusted$203,192DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$223,123ExpensesAndContributionsAmt
Qualifying Distributions$223,123QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$203,192DistributableAsAdjustedAmt
Undistributed Income PY$187,583UndistributedIncomePYAmt
Qualifying Distributions$223,123QualifyingDistributionsAmt
Applied To Year1$187,583AppliedToYear1Amt
Applied To Current Year$35,540AppliedToCurrentYearAmt
Undistributed Income CY$167,652UndistributedIncomeCYAmt

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
CITY OF MCPHERSON KS
400 E KANSAS AVENUEMCPHERSONKS67460NONELOCAL GOVNEW FIRE STATION / FIRETRUCK$50,000
MCPHERSON OPERA HOUSE COMPANY
219 SOUTH MAINMCPHERSONKS67460NONE501C(3)OPERA HOUSE ENDOWMENT FUND$70,000
CENTRAL CHRISTIAN COLLEGE
1200 SOUTH MAINMCPHERSONKS67460NONE501C(3)STUDENT CENTER DINING HALL REMODEL$50,000
MCPHERSON COLLEGE
1600 E EUCLIDMCPHERSONKS67460NONE501C(3)COLLEGE CAMPUS CENTER PROJECT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$220,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,711ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,981ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$2,383ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$149,638ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$237,713ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$237,713TotalIncomeProducingActyAmt

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$2,415Amt
Disbursements Charitable Prps$2,415DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetL 3-4 & E/2 SW/4 6-35-41, MORTON CTYAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Sold2024-01SoldDt
Gross Sales Price$139,005GrossSalesPriceAmt
Basis$119,527BasisAmt
Total Net$19,478TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY$3,302,126$3,587,454
FIXED$429,593$366,695

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MINERAL INTEREST$39$37$17,004
MORTON COUNTY LAND - 160 ACRES$112,000
REMAINDER INTEREST IN TRUST$3$2

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUSTMENT FOR 2024 POSTED IN 2025$1,913
BASIS ADJUSTMENTS$5,705

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OIL & GAS ROYALTIES
OK REGISTRY FEES$44$44
ANNUAL MEMBERSHIP DUES$830$830
EXPENSES
LIABILITY INSURANCE$2,350$2,350

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

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

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FIDICUARY FEES - PBT$18,000$18,000
BROKER FEES - RAYMOND JAMES$20,558$20,558
BROKER & WIRE FEES - UBS$13,636$13,636
ATTORNEY FEES - WISE & REBER$708$708

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES - RAYMOND JAMES$840$840
FOREIGN TAXES - UBS FINANCIAL$283$283
OIL & GAS ROYALTIES$2,409$2,409
MORTON COUNTY FARM$2$2

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