JULIA J MINGENBACK FDN INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JULIA J MINGENBACK FDN INC (EIN 48-6109567)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201921349349101967
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T11:30:26-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481041128 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWINDOLL JANZEN HAWK & LOYD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S MAIN ST PO BOX 1337 | AddressLine1Txt |
| City | MCPHERSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 674601337 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486109567 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIA J MINGENBACK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 6202415023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1226 PEOPLES BANK TRUST | AddressLine1Txt |
| City | MCPHERSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67460 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES L KETCHERSIDE | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 6202415023 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | B CARVER SWINDOLL CPA | PreparerPersonNm |
| PTIN | P00027810 | PTIN |
| Phone | 6202411826 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.204.122.132 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 11:30:26 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 41D41D300968790C1CDC9120CA9FFB2A589D3EC7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 41D41D300968790C1CDC9120CA9FFB2A589D3EC7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,944,047 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,521 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,521 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,687 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $14,755 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $14,755 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $9,964 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $179,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $461,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,948 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $298,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,911 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $51,804 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,804 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,803 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,404 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,404 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $66,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,961 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,012 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,961 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $87,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,950 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $222,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $189,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $189,412 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,332,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,452,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,464,085 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $112,062 | OtherAssetsBOYAmt |
| Other Assets EOY | $112,040 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $290,550 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,666,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,753,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,944,047 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,188,384 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,188,384 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,478,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,565,226 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,666,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,753,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,666,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,753,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,666,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $87,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,860 | OtherIncreasesAmt |
| Subtotal | $3,757,306 | SubtotalAmt |
| Other Decreases | $3,696 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,753,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TOTAL LONG TERM TRANSACTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-05-07 | AcquiredDt |
| Sold | 2018-12-14 | SoldDt |
| Gross Sales Price | $309,657 | GrossSalesPriceAmt |
| Cost Or Other Basis | $281,351 | CostOrOtherBasisAmt |
| Gain Or Loss | $28,306 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $28,306 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,948 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $175,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,050,787 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043201 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $241,231 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,733,251 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064617 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $175,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,113,766 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042662 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $202,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,309,593 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046988 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $185,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,059,744 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045693 | DistributionYr5Rt |
| Total Distribution | 0.243161 | TotalDistributionRt |
| Average Distribution | 0.048632 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,122,446 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $200,483 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,360 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $202,843 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $145,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,719 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,719 | SubtotalAmt |
| Tax Based On Investment Income | $4,719 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,320 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,601 | OverpaymentAmt |
| Applied To ES Tax | $1,601 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLES BANK & TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6202415023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1226 | AddressLine1Txt |
| City | MCPHERSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES L KETCHERSIDE | ||||||||
| 609 WICKERSHAM | MCPHERSON | KS | 67460 | PRESIDENT/DI | 000.00 | $0 | $0 | $0 |
| BRETT REBER | ||||||||
| 320 S WALNUT | MCPHERSON | KS | 67460 | V-PRESIDENT/ | 000.00 | $0 | $0 | $0 |
| BEV HESS | ||||||||
| 1002 TURKEY CREEK DR | MCPHERSON | KS | 67460 | SEC/TRES/DIR | 000.00 | $0 | $0 | $0 |
| KEITH BIRKHEAD | ||||||||
| 1560 NORTHVIEW ROAD | MCPHERSON | KS | 67460 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| B CARVER SWINDOLL | ||||||||
| 1451 JANASU ROAD | MCPHERSON | KS | 67460 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,869,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $206,283 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,185,224 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,185,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,122,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,122 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,122 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,719 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,719 | TotalTaxAmt |
| Distributable Before Adj | $201,403 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $201,403 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $201,403 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $145,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $145,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,403 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $141,692 | UndistributedIncomePYAmt |
| Qualifying Distributions | $145,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $141,692 | AppliedToYear1Amt |
| Applied To Current Year | $3,308 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $198,095 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES KETCHERSIDE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 WICKERSHAM | AddressLine1Txt |
| City | MCPHERSON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6202413893 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE IN LETTER FORM STATING SPECIFIC NEEDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY LIMITED TO EDUCATIONAL AND CULTURAL ACTIVITIES OF ORGANIZATIONS IN MCPHERSON COUNTY, KS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MCPHERSON HEALTHCARE FOUNDATION | |||||||
| 1000 HOSPITAL DRIVE | MCPHERSON | KS | 67460 | NONE | PUBLIC CHARI | CAPITAL IMPROVEMENTS | $50,000 |
| THE CEDARS | |||||||
| 1021 CEDARS DRIVE | MCPHERSON | KS | 67460 | NONE | PUBLIC CHARI | MEMORY CARE FACILITY | $25,000 |
| CANTON TOWNSHIP CARNEGIE LIBRARY | |||||||
| 203 N MAIN ST | CANTON | KS | 67428 | NONE | PUBLIC CHARI | BUILDING RESTORATION | $30,000 |
| BETHANY COLLEGE | |||||||
| 335 EAST SWENSON ST | LINDSBORG | KS | 67456 | NONE | PUBLIC CHARI | ROOF REPLACEMENT ON ART CENTER | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CANTON TOWNSHIP CARNEGIE LIBRARY | |||||||
| 203 N MAIN ST | CANTON | KS | 67428 | NONE | PUBLIC CHARI | BUILDING RESTORATION | $20,000 |
| MCPHERSON HEALTHCARE FOUNDATION | |||||||
| 1000 HOSPITAL DRIVE | MCPHERSON | KS | 67460 | NONE | PUBLIC CHARI | CAPITAL IMPROVEMENTS | $100,000 |
| MOUNDRIDGE MERCY HOSPITAL | |||||||
| 218 E PACK ST | MOUNDRIDGE | KS | 67107 | NONE | PUBLIC CHARI | CAPITAL IMPROVEMENTS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $140,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,521 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,687 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $9,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $294,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $294,120 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SWINDOLL JANZEN HAWK & LOYD | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES HELD AT PBT | ||
| EQUITY | $2,452,318 | $2,512,072 |
| FIXED | $999,840 | $952,013 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MINERAL INTEREST | $61 | $39 | $20,580 |
| MORTON COUNTY LAND - 160 ACRES | $112,000 | $112,000 | $176,340 |
| REMAINDER INTEREST IN TRUST | $1 | $1 | $93,630 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2019 POSTED IN CURRENT YEAR | $2,740 |
| RETURN OF CAPITAL | $956 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTIES | ||
| EXPENSES | $2,285 | $2,285 |
| TAXES | $116 | $116 |
| EXPENSES | ||
| ACCOUNT FEES | $29 | $29 |
| MISC. EXPENSE | $165 | $165 |
| LIABILITY INS. | $2,950 | $2,950 |
| ANNUAL MEETING EXPENSE | $859 | $859 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 POSTED IN FUTURE YEAR | Desc |
| Amt | $2,860 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER FEES | $32,604 | $32,604 |
| FIDUCIARY FEES | $18,000 | $18,000 |
| MORTON COUNTY FARM | $1,200 | $1,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL REPORT | $40 | $40 |
| ANNUAL FEES | $785 | $785 |
| FOREIGN TAXES | $788 | $788 |
| FEDERAL EXCISE TAXES | $3,051 | |
| MORTON COUNTY FARM | $1,190 | $1,190 |
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