JULIA J MINGENBACK FDN INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JULIA J MINGENBACK FDN INC (EIN 48-6109567)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-08
IRS object ID
202001299349100220
Schema version
2019v5.0
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)
Return2020-05-08T08:58:11-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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 Line1P O BOX 1226 PEOPLES BANK TRUSTAddressLine1Txt
CityMCPHERSONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP67460ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES L KETCHERSIDEPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone6202415023PhoneNum
Signature2020-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonB CARVER SWINDOLL CPAPreparerPersonNm
PTINP00027810PTIN
Phone6202411826PhoneNum
Preparation2020-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,295,681FMVAssetsEOYAmt
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$1,764InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,764InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$79,342DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,342DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$15,462GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$15,462GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$10,495NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$145,321NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,737,042GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$145,321CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$241,889TotalRevAndExpnssAmt
Total Net Invst Incm$241,889TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,300AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$51,602OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$51,602OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,964TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,964TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,729OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,729OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$61,595TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,595TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$223,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$223,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$285,345TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,595TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$223,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,456ExcessRevenueOverExpensesAmt
Net Investment Income$180,294NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$189,412SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$165,505SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$165,505SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,452,158CorporateStockBOYAmt
Corporate Stock EOY$3,435,701CorporateStockEOYAmt
Corporate Stock EOYFMV$3,921,891CorporateStockEOYFMVAmt
Other Assets BOY$112,040OtherAssetsBOYAmt
Other Assets EOY$112,040OtherAssetsEOYAmt
Other Assets EOYFMV$208,285OtherAssetsEOYFMVAmt
Total Assets BOY$3,753,610TotalAssetsBOYAmt
Total Assets EOY$3,713,246TotalAssetsEOYAmt
Total Assets EOYFMV$4,295,681TotalAssetsEOYFMVAmt
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$2,565,226RetainedEarningBOYAmt
Retained Earning EOY$2,524,862RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,753,610TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,713,246TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,753,610TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,713,246TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,753,610TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,456ExcessRevenueOverExpensesAmt
Other Increases$2,740OtherIncreasesAmt
Subtotal$3,712,894SubtotalAmt
Other Decreases-$352OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,713,246TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TOTAL SHORT TERM TRANSACTIONSP2018-12-112019-08-29$50,790$46,724$4,066$4,066
TOTAL LONG TERM TRANSACTIONSP2017-12-122019-01-14$1,628,292$1,544,997$83,295$83,295
FieldValueIRS element (for citing)
Capital Gain Net Income$145,321CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,066NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$145,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,122,446NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035173DistributionYr1Rt
Adjusted Qlfy Distri Yr2$175,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,050,787NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043201DistributionYr2Rt
Adjusted Qlfy Distri Yr3$241,231AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,733,251NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.064617DistributionYr3Rt
Adjusted Qlfy Distri Yr4$175,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,113,766NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042662DistributionYr4Rt
Adjusted Qlfy Distri Yr5$202,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,309,593NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046988DistributionYr5Rt
Total Distribution0.232641TotalDistributionRt
Average Distribution0.046528AverageDistributionRt
Net Vl Noncharitable Assets$4,243,038NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$197,420AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,803NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$199,223AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$223,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,803InvestmentIncomeExciseTaxAmt
Subtotal$1,803SubtotalAmt
Tax Based On Investment Income$1,803TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,601EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,601TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4EsPenaltyAmt
Tax Due$206TaxDueAmt

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
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 & TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6202415023PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1226AddressLine1Txt
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 L KETCHERSIDE
609 WICKERSHAMMCPHERSONKS67460PRESIDENT/DI000.00$0$0$0
BRETT REBER
320 S WALNUTMCPHERSONKS67460V-PRESIDENT/000.00$0$0$0
BEV HESS
1002 TURKEY CREEK DRMCPHERSONKS67460SEC/TRES/DIR000.00$0$0$0
KEITH BIRKHEAD
1560 NORTHVIEW ROADMCPHERSONKS67460TRUSTEE000.00$0$0$0
B CARVER SWINDOLL
1451 JANASU ROADMCPHERSONKS67460TRUSTEE000.00$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$3,874,285AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$156,158AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$277,210FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,307,653TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,307,653AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,615CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,243,038NetVlNoncharitableAssetsAmt
Minimum Investment Return$212,152MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$212,152MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,803TaxBasedOnInvestmentIncomeAmt
Total Tax$1,803TotalTaxAmt
Distributable Before Adj$210,349DistributableBeforeAdjAmt
Distributable Before Ded$210,349DistributableBeforeDedAmt
Distributable As Adjusted$210,349DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$223,750ExpensesAndContributionsAmt
Qualifying Distributions$223,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,803PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$221,947AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$210,349DistributableAsAdjustedAmt
Undistributed Income PY$198,095UndistributedIncomePYAmt
Qualifying Distributions$223,750QualifyingDistributionsAmt
Applied To Year1$198,095AppliedToYear1Amt
Applied To Current Year$25,655AppliedToCurrentYearAmt
Undistributed Income CY$184,694UndistributedIncomeCYAmt

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
Form And Info And MaterialsAPPLICATIONS SHOULD BE IN LETTER FORM STATING SPECIFIC NEEDSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGENERALLY LIMITED TO EDUCATIONAL AND CULTURAL ACTIVITIES OF ORGANIZATIONS IN MCPHERSON COUNTY, KS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MCPHERSON HEALTHCARE FOUNDATION
1000 HOSPITAL DRIVEMCPHERSONKS67460NONEPUBLIC CHARICAPITAL IMPROVEMENTS$50,000
THE CEDARS
1021 CEDARS DRIVEMCPHERSONKS67460NONEPUBLIC CHARIMEMORY CARE FACILITY$25,000
MCPHERSON OPERA HOUSE
2019 S MAIN STMCPHERSONKS67460NONEPUBLIC CHARIHVAC AND PROJECTION EQUIPMENT$65,000
CITY OF MCPHERSON
400 E KANSASMCPHERSONKS67460NONEMUNICIPALITYCOMMUNITY BUILDING SCULPTURE$43,750
MERCY HOSPITAL
218 E PACK STREETMOUNDRIDGEKS67104NONEPUBLIC CHARICAPITAL IMPROVEMENTS$20,000
CANTON TOWNSHIP CARNEGI LIBRARY
203 N MAIN STCANTONKS67428NONEPUBLIC CHARIBUILDING RESTORATION$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$223,750TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MCPHERSON HEALTHCARE FOUNDATION
1000 HOSPITAL DRIVEMCPHERSONKS67460NONEPUBLIC CHARICAPITAL IMPROVEMENTS$50,000
CITY OF MCPHERSON
400 E KANSASMCPHERSONKS67460NONEMUNICIPALITYLIGHTING PROJECT$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$90,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,764ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79,342ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$10,495ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$145,321ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$236,922ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$236,922TotalIncomeProducingActyAmt

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$1,300Amt
Net Investment Income$1,300NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITIES HELD AT PBT
EQUITY$2,115,137$2,582,887
FIXED$1,320,564$1,339,004

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MINERAL INTEREST$39$39$21,025
MORTON COUNTY LAND - 160 ACRES$112,000$112,000$93,630
REMAINDER INTEREST IN TRUST$1$1$93,630

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2020 POSTED IN CURRENT YEARDesc
Amt-$352Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OIL & GAS ROYALTIES
EXPENSES$2,346$2,346
TAXES$123$123
EXPENSES
ACCOUNT FEES$29$29
LIABILITY INS.$2,950$2,950
MISC. EXPENSE$281$281

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2017 POSTED IN FUTURE YEARDesc
Amt$2,740Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
BROKER FEES$32,402$32,402
FIDUCIARY FEES$18,000$18,000
MORTON COUNTY FARM$1,200$1,200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ANNUAL REPORT$40$40
ANNUAL FEES$1,542$1,542
FOREIGN TAXES$84$84
OIL & GAS ROYALTIES$645$645
MORTON COUNTY FARM$653$653

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