JULIA J MINGENBACK FDN INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JULIA J MINGENBACK FDN INC (EIN 48-6109567)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-22
IRS object ID
202631129349100513
Schema version
2025v4.0
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)
Return2026-04-22T11:04:09-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-04-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN E ALBRECHT CPAPreparerPersonNm
PTINP01056634PTIN
Phone6202411826PhoneNum
Preparation2026-04-21PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,478,657FMVAssetsEOYAmt
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$4,084InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,084InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$80,005DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,005DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$4,623GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$4,623GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$488NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$116,651NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,993,902GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$116,651CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$205,363TotalRevAndExpnssAmt
Total Net Invst Incm$205,363TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$105LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$105LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,825AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,825AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$52,109OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$52,109OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,525TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,445TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$80TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,117TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$5,117TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss$4,165OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,094OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$67,846TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$64,765TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,010TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$175,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$175,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$242,846TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$64,765TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$178,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,483ExcessRevenueOverExpensesAmt
Net Investment Income$140,598NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$248,915SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$266,097SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$266,097SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,731,719CorporateStockBOYAmt
Corporate Stock EOY$3,672,644CorporateStockEOYAmt
Corporate Stock EOYFMV$4,198,691CorporateStockEOYFMVAmt
Other Assets BOY$39OtherAssetsBOYAmt
Other Assets EOY$39OtherAssetsEOYAmt
Other Assets EOYFMV$13,869OtherAssetsEOYFMVAmt
Total Assets BOY$3,980,673TotalAssetsBOYAmt
Total Assets EOY$3,938,780TotalAssetsEOYAmt
Total Assets EOYFMV$4,478,657TotalAssetsEOYFMVAmt
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$2,792,289RetainedEarningBOYAmt
Retained Earning EOY$2,750,396RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,980,673TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,938,780TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,980,673TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,938,780TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,980,673TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,483ExcessRevenueOverExpensesAmt
Other Increases$1,913OtherIncreasesAmt
Subtotal$3,945,103SubtotalAmt
Other Decreases$6,323OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,938,780TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RAYMOND JAMES - SHORT TERM SALESP2024-06-282025-06-27$73,539$69,802$3,737$3,737
RAYMOND JAMES - LONG TERM SALESP2021-02-182025-11-10$367,251$378,051-$10,800-$10,800
UBS - SHORT TERM COVERED SALESP2024-10-112025-10-10$14,015$13,706$309$309
UBS - LONG TERM COVERED SALESP2023-08-162025-11-21$521,766$472,723$49,043$49,043
PBT AGENCY ACCT - LONG TERM SALESP2014-05-072025-12-19$961,841$942,969$18,872$18,872
FieldValueIRS element (for citing)
Capital Gain Net Income$116,651CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$53,089NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,954InvestmentIncomeExciseTaxAmt
Subtotal$1,954SubtotalAmt
Tax Based On Investment Income$1,954TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,280EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,280TotalPaymentsAndCreditsAmt
Overpayment$326OverpaymentAmt
Applied To ES Tax$326AppliedToESTaxAmt

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$4,098,107AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$170,988AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$13,869FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,282,964TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,282,964AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,244CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,218,720NetVlNoncharitableAssetsAmt
Minimum Investment Return$210,936MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$210,936MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,954TaxBasedOnInvestmentIncomeAmt
Total Tax$1,954TotalTaxAmt
Distributable Before Adj$208,982DistributableBeforeAdjAmt
Distributable Before Ded$208,982DistributableBeforeDedAmt
Distributable As Adjusted$208,982DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$178,010ExpensesAndContributionsAmt
Qualifying Distributions$178,010QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$208,982DistributableAsAdjustedAmt
Undistributed Income PY$167,652UndistributedIncomePYAmt
Qualifying Distributions$178,010QualifyingDistributionsAmt
Applied To Year1$167,652AppliedToYear1Amt
Applied To Current Year$10,358AppliedToCurrentYearAmt
Undistributed Income CY$198,624UndistributedIncomeCYAmt

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 (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MCPHERSON OPERA HOUSE COMPANY
219 SOUTH MAINMCPHERSONKS67460NONEPCOPERA HOUSE ENDOWMENT FUND$70,000
CENTRAL CHRISTIAN COLLEGE
1200 SOUTH MAINMCPHERSONKS67460NONEPCRESIDENCE HALL EXPANSION PROJECT$60,000
MCPHERSON VALLEY UPLANDS LRNING CTR
732 LIMESTONE RDMCPHERSONKS67460NONENCUPLAND OUTDOOR LIFE EDUCATION CENTER$25,000
CENTRAL KANSAS CONSERVANCY INC
PO BOX 322MCPHERSONKS67460NONEPCMEADOWLARK TRAIL GRANT$10,000
BIRGER SANDZEN MEMORIAL FOUNDATION
PO BOX 348LINDSBORGKS67456NONEPCBUILDING ADDITION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$175,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,084ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$80,005ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$488ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$116,651ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$201,228ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$201,228TotalIncomeProducingActyAmt

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$2,825Amt
Disbursements Charitable Prps$2,825DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY$3,233,684$3,808,690
FIXED$438,960$390,001

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEES - WISE & REBERCategoryTxt
Legal Fees$105LegalFeesAmt
Disbursements Charitable Prps$105DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MINERAL INTEREST$37$37$13,869
REMAINDER INTEREST IN TRUST$2$2

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUSTMENT FOR 2025 POSTED IN 2026$4,574
BASIS ADJUSTMENTS$1,749

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OIL & GAS ROYALTIES
OK REGISTRY FEES$44$44
ANNUAL MEMBERSHIP DUES$1,700$1,700
EXPENSES
LIABILITY INSURANCE$2,350$2,350
MISCELLANEOUS EXPENSE$71

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR 2024 POSTED IN 2025Desc
Amt$1,913Amt

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$21,360$21,360
BROKER & WIRE FEES - UBS$12,582$12,582
INVESTMENT EXPENSES - UBS$167$167

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES - RAYMOND JAMES$897$897
FOREIGN TAXES - UBS FINANCIAL$157$157
ANNUAL REPORT FILING FEES$80$80
OIL & GAS ROYALTIES$2,391$2,391

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