JULIA J MINGENBACK FDN INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JULIA J MINGENBACK FDN INC (EIN 48-6109567)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201741319349100714
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T08:09:42-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 KETCHERSIDE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6202415023 | PhoneNum |
| Signature | 2017-05-09 | 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 | 2017-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 5036175584BBD42D86F8BCBA0332DE994E40ED75 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 18AE3B509006AD6663B56B30EDCAC38DB947C247 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,871,850 | 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 | $90 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $90 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,409 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,409 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $10,279 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $10,279 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $5,175 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$65,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $900,857 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $5,218 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,218 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,996 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $540 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $540 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $24,429 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,429 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,527 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,527 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,369 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,369 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $52,765 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,483 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,483 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $294,248 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$281,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,231 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28 | CashBOYAmt |
| Cash EOY | $28 | CashEOYAmt |
| Cash EOYFMV | $28 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $69,745 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,040 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,040 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,603,266 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,344,083 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,692,332 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $138,668 | OtherAssetsBOYAmt |
| Other Assets EOY | $128,029 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $140,450 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,811,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,511,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,871,850 | 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 | $2,623,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,322,796 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,811,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,511,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,811,707 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,511,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,811,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$281,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,976 | OtherIncreasesAmt |
| Subtotal | $3,532,023 | SubtotalAmt |
| Other Decreases | $20,843 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,511,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PBT SHORT TERM TRANSACTIONS | P | $43,252 | $45,236 | -$1,984 | -$1,984 |
| PBT LONG TERM TRANSACTIONS | P | $824,427 | $921,029 | -$96,602 | -$96,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$65,408 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $175,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,113,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042662 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $202,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,309,593 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046988 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $185,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,059,744 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045693 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $214,052 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,810,183 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056179 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $189,765 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,904,995 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048595 | DistributionYr5Rt |
| Total Distribution | 0.240117 | TotalDistributionRt |
| Average Distribution | 0.048023 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,733,251 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $179,282 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $179,534 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $241,483 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $252 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $252 | SubtotalAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,505 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,505 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,253 | OverpaymentAmt |
| Applied To ES Tax | $3,253 | 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6202415023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S MAIN | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| BEV HESS | ||||||||
| 1002 TURKEY CREEK DRIVE | MCPHERSON | KS | 67460 | SEC/TREAS | 1.00 | $0 | $0 | $0 |
| DON C STEFFES | ||||||||
| 333-A S LAKESIDE DR | MCPHERSON | KS | 67460 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRETT REBER | ||||||||
| 320 S WALNUT | MCPHERSON | KS | 67460 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| JAMES KETCHERSIDE | ||||||||
| 609 WICKERSHAM DR | MCPHERSON | KS | 67460 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| B CARVER SWINDOLL | ||||||||
| 1451 JANASU RD | MCPHERSON | KS | 67460 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEITH K BURKHEAD | ||||||||
| 1560 E NORTHVIEW RD | MCPHERSON | KS | 67460 | DIRECTOR | 1.00 | $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 | $3,619,248 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $140,449 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,790,103 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,790,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,733,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $186,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $186,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $252 | TotalTaxAmt |
| Distributable Before Adj | $186,411 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $186,411 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $186,411 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,483 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $241,483 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $252 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $241,231 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $175,529 | UndistributedIncomePYAmt |
| Qualifying Distributions | $241,483 | QualifyingDistributionsAmt |
| Applied To Year1 | $175,529 | AppliedToYear1Amt |
| Applied To Current Year | $65,954 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $120,457 | 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 DR | 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, KANSAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MCPHERSON MUSEM ART FOUNDATION | |||||||
| 1130 E EUCLID | MCPHERSON | KS | 67460 | NONE | PUBLIC CHARI | CAPITAL IMPROVEMENTS | $70,000 |
| MCPHERSON HEALTHCARE FOUNDATION | |||||||
| 1000 HOSPITAL DRIVE | MCPHERSON | KS | 67460 | NONE | PUBLIC CHARI | CAPITAL IMPROVEMENTS | $50,000 |
| MCPHERSON OPERA HOUSE | |||||||
| 219 S MAIN ST | MCPHERSON | KS | 67460 | NONE | PUBLIC CHARI | CAPITAL PURCHASE | $50,000 |
| LIVE FREE MINISTRIES | |||||||
| 201 S CHESTNUT | MCPHERSON | KS | 67460 | NONE | PUBLIC CHARI | WOMEN'S CENTER PROJECT | $25,000 |
| MOUNT HOPE SANCTUARY | |||||||
| 303 N WALNUT | MCPHERSON | KS | 67460 | NONE | PUBLIC CHARI | CAPITAL IMPROVEMENTS | $20,000 |
| MCPHERSON COMMUNITY THEATER | |||||||
| 707 E HULSE | MCPHERSON | KS | 67460 | NONE | PUBLIC CHARI | ACQUISITION OF BUILDING | $25,000 |
| CITY OF MCPHERSON | |||||||
| 400 E KANSAS | MCPHERSON | KS | 67460 | NONE | MUNICIPALITY | PLAQUE | $1,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,483 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MCPHERSON HOSPITAL | |||||||
| 1000 HOSPITAL DRIVE | MCPHERSON | KS | 67460 | NONE | PUBLIC CHARI | CAPITAL IMPROVEMENTS | $250,000 |
| MCPHERSON COMMUNITY THEATER | |||||||
| 707 E HULSE | MCPHERSON | KS | 67460 | NONE | PUBLIC CHARI | ACQUISITION OF BUILDING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $275,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,409 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $5,175 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$65,408 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MINERAL LEASE INCOIME | 1 | $4,200 |
| CHEVRON | 1 | $9 |
| MISCELLANEOUS INCOME | 1 | $1,009 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,484 | 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 | TAX PREPARATION FORM 990-PF | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES HELD AT PBT | StockNm |
| EOY Book Value | $3,344,083 | EOYBookValueAmt |
| EOYFMV | $3,692,332 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WISE-REBER | CategoryTxt |
| Legal Fees | $540 | LegalFeesAmt |
| Net Investment Income | $540 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MINERAL RIGHTS | $8,690 | $28 | $12,448 |
| MORTON COUNTY LAND - 200 ACRES | $128,000 | $128,000 | $128,001 |
| REMAINDER INTEREST IN TRUST | $2 | $1 | $1 |
| ITEMS POSTED IN NEXT BELONG IN CURR | $1,976 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR BASIS ADJUSTMENT | $9,800 |
| ITEMS POSTED TO FUTURE BELONGING IN CY | $2,110 |
| ADJUSTMENT TO OIL AND GAS ROYALTY INTEREST | $8,933 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTIES | ||
| MANAGEMENT FEES | $125 | $125 |
| OTHER EXPENSES | $750 | $750 |
| TAXES | $659 | $659 |
| MINERAL REGISTRY | $35 | $35 |
| TAXES | $3 | $3 |
| DEDUCTIONS | $871 | $871 |
| TAXES | $9 | $9 |
| DEDUCTIONS | $49 | $49 |
| TAXES | -$38 | -$38 |
| DEDUCTIONS | $245 | $245 |
| MORTON COUNTY FARM | ||
| FARM LIABILITY INSURANCE | $600 | $600 |
| EXPENSES | ||
| LIABILITY INS. | $2,350 | $2,350 |
| MISC. EXPENSE | $711 | $711 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MINERAL LEASE INCOIME | $4,200 | $4,200 |
| CHEVRON | $9 | $9 |
| MISCELLANEOUS INCOME | $1,009 | $1,009 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ITEMS BELONGING TO PY | Desc |
| Amt | $1,976 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER FEES | $23,229 | $23,229 |
| MORTON COUNTY FARM | $1,200 | $1,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $891 | $891 |
| KS SEC OF STATE | $40 | $40 |
| MORTON COUNTY FARM | $596 | $596 |
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