LEO D RING CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEO D RING CHARITABLE TRUST (EIN 48-6348671)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-04
- IRS object ID
- 202021259349102162
- Schema version
- 2019v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-04T10:20:44-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mason Tax & Accounting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 Broadway PO Box 288 | AddressLine1Txt |
| City | Marysville | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486348671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEO D RING CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEOD | BusinessNameControlTxt |
| Phone | 7855622375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 468 | AddressLine1Txt |
| City | MARYSVILLE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON BRINEGAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7855622375 | PhoneNum |
| Signature | 2020-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA K MASON | PreparerPersonNm |
| PTIN | P01080671 | PTIN |
| Phone | 7855622710 | PhoneNum |
| Preparation | 2020-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $629,325 | 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 |
| Dividends Rev And Expnss | $5,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,805 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,805 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $42,019 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $42,019 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $42,019 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $32,524 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $329 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $48,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,153 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $47,824 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $1,500 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $750 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $135 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $135 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $135 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $9,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,747 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,747 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,748 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $14,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,132 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,132 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,021 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,692 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $276,402 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $267,165 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $267,165 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $81,625 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,363 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $110,660 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $130,299 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $130,299 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $130,299 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $251,500 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $488,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $478,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $629,325 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $488,326 | CapitalStockBOYAmt |
| Capital Stock EOY | $478,827 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $488,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $478,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $488,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $478,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $488,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,229 | ExcessRevenueOverExpensesAmt |
| Subtotal | $479,097 | SubtotalAmt |
| Other Decreases | $270 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $478,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-01-01 | AcquiredDt |
| Sold | 2019-12-23 | SoldDt |
| Gross Sales Price | $329 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $329 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $329 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $329 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,331 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $499,091 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074798 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,037 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $575,578 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071297 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,190 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $567,018 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069116 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,103 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $578,544 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058946 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,864 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $470,012 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.012476 | DistributionYr5Rt |
| Total Distribution | 0.286633 | TotalDistributionRt |
| Average Distribution | 0.057327 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $558,875 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,039 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $410 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,449 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,833 | 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 | $410 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $410 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $410 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | JASON BRINEGAR | IndividualWithBooksNm |
| Phone | 7855622375 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 BROADWAY | AddressLine1Txt |
| City | MARYSVILLE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 665080468 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LLOYD LINK | ||||||||
| 1310 OTOE STREET | MARYSVILLE | KS | 66508 | TRUSTEE | 0.25 | $1,500 | $0 | $0 |
| RICHARD WEBER | ||||||||
| 101 3RD ST | HOME | KS | 66438 | TRUSTEE | 0.25 | $1,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $567,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $567,386 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $567,386 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $558,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $410 | TotalTaxAmt |
| Distributable Before Adj | $27,534 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,534 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,534 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,833 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,833 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $410 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,423 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,534 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,091 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,096 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,210 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,397 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,833 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,534 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,299 | RemainingDistriFromCorpusAmt |
| Total Corpus | $55,696 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,696 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $7,091 | ExcessFromYear3Amt |
| Excess From Year2 | $13,096 | ExcessFromYear2Amt |
| Excess From Year1 | $13,210 | ExcessFromYear1Amt |
| Excess From Current Year | $22,299 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JASON BRINEGAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 BROADWAY P O BOX 468 | AddressLine1Txt |
| City | MARYSVILLE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 665080468 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7855622375 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS DESCRIBED IN SEC 170(B)(1)(A), SEC 170(c) and Sec 2055(a) of IRS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMUNITY MEMORIAL HOSP FOUNDATION | ||||||
| 708 NORTH 18TH | MARYSVILLE | KS | 66508 | CHARITABLE | SUPPORT OFLOCAL HOSPITAL | $2,400 |
| MARYSVILLE PUBLIC LIBRARY | ||||||
| 1009 BROADWAY | MARYSVILLE | KS | 66508 | PUBLIC | SUPPORT OFLOCAL LIBRARY | $1,300 |
| MARYSVILLE RURAL FIRE DEPT | ||||||
| LAW ENFORCEMENT CENTER | MARYSVILLE | KS | 66508 | PUBLIC | SUPPORT OF FIRE DEPARTMENT | $1,300 |
| WATERVILLE FIRE DEPT | ||||||
| 136 EAST COMMERCIAL | WATERVILLE | KS | 66548 | PUBLIC | SUPPORT OFFIRE DEPARTMENT | $1,300 |
| MARYSVILLE COMMUNITY FOUNDATION | ||||||
| 1129 JUNIPER ROAD | MARYSVILLE | KS | 66508 | PUBLIC | SUPPORTOF LOCALCOMMUNITY | $2,000 |
| BlUE RAPIDS FIRE DEPT | ||||||
| 1441 HIGHWAY 9 | BLUE RAPIDS | KS | 66411 | PUBLIC | SUPPORTOF FIREDEPT | $1,300 |
| SUMMERFIELD FIRE DEPT | ||||||
| 300 MAIN ST | SUMMERFIELD | KS | 66541 | PUBLIC | SUPPORT OFFIREDEPT | $1,300 |
| MS CO AGENCY ON AGING | ||||||
| 111 SOUTH 8TH | MARYSVILLE | KS | 66508 | CHARITABLE | SUPPORT ELDERLYIN THE COMMUNITY | $2,400 |
| HELPING HANDS FOOD PANTRY | ||||||
| 911 NORTH 16TH | MARYSVILLE | KS | 66508 | CHARITABLE | SUPPORT OFLOCAL FOODPANTRY | $2,400 |
| EVANGELICAL CHURCH OF MARYSVILLE | ||||||
| 205 SOUTH 10TH | MARYSVILLE | KS | 66508 | CHARITALBE | SUPPORT OFLOCALCHURCH | $1,900 |
| PEPC | ||||||
| 405 NORTH 4TH | MARYSVILLE | KS | 66508 | CHARITABLE | SUPPORT OFCOMMUNITYPROGRAMS | $2,400 |
| LITTLE TIMBER HOUSING | ||||||
| 510 N WALNUT | FRANKFORT | KS | 66427 | CHARITABLE | AFFORDABLEHOUSINGPROGRAM | $1,300 |
| MARSHALL CO FAIR BOARD | ||||||
| P O BOX 65 | BLUE RAPIDS | KS | 66411 | CHARITABLE | SUPPORT OF COUNTYFAIR | $1,300 |
| GOOD SHEPHERD LUTH SCHOOL | ||||||
| 206 S 17TH | MARYSVILLE | KS | 66508 | CHARITABLE | SUPPORT OFELEMENTARYSCHOOL | $1,900 |
| ST GREGORYS CATHOLIC SCHOOL | ||||||
| 207 NORTH 14TH | MARYSVILLE | KS | 66508 | CHARITABLE | SUPPORT OFELEMENTARYSCHOOL | $2,400 |
| BEATTIE FIRE DEPT | ||||||
| BEATTIE RURAL FIRE DEPT | BEATTIE | KS | 66406 | PUBLIC | SUPPORT OFFIREDEPARTMENT | $1,300 |
| OKETO FIRE DEPT | ||||||
| OKETO CITY HALL | OKETO | KS | 66518 | PUBLIC | SUPPORT OFFIREDEPARTMENT | $1,300 |
| HERKIMER FIRE DEPT | ||||||
| 1156 6TH RD | MARYSVILLE | KS | 66508 | PUBLIC | SUPPORT OFFIREDEPARTMENT | $1,300 |
| GOOD FELLOWS CHRISTMAS PROGRAM | ||||||
| 311 SOUTH 15TH | MARYSVILLE | KS | 66508 | CHARITABLE | SUPPORT OFLOCALPROGRAMS | $1,300 |
| RSVP OF NE KANSAS | ||||||
| 813 BROADWAY | MARYSVILLE | KS | 66508 | CHARITABLE | SUPPORT OFSENIOR CITIZENSPROGRAMS | $1,300 |
| MARSHALL COUNTY 4-H | ||||||
| COURTHOUSE | MARYSVILLE | KS | 66508 | CHARITABLE | SUPPORT OF4-H PROGRAM | $1,300 |
| AXTELL FIRE DEPT | ||||||
| AXTELL RURAL FIRE DEPT | AXTELL | KS | 66403 | PUBLIC | SUPPORT OFFIREDEPT | $2,500 |
| FRANKFORT FIRE DEPT | ||||||
| 109 NORTH KANSAS | FRANKFORT | KS | 66427 | PUBLIC | SUPPORT OFFIRE DEPT | $2,500 |
| HABITAT FOR HUMANITY | ||||||
| 2006 CENTER ST | MARYSVILLE | KS | 66508 | CHARITABLE | AFFORDABLEHOUSING FORLOW INCOME | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,805 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $42,019 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $329 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,153 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,153 | 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 | MASON TAX & ACCOUNTING TAX PREPARATION | CategoryTxt |
| Amt | $270 | Amt |
| Net Investment Income | $135 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $135 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $135 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CAPITAL GAIN DISTRIBUTIONS ON MUTUAL FUNDS | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2019-12 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REINVESTED | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $329 | GrossSalesPriceAmt |
| Basis | $0 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $329 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EDWARD JONES | StockNm |
| EOY Book Value | $81,363 | EOYBookValueAmt |
| EOYFMV | $110,660 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE | CategoryOrItemTxt |
| Cost Or Other Basis | $130,299 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $130,299 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GALLOWAY, WIEGERS, & BRINEGAR ANNUAL ACCOUNTING | CategoryTxt |
| Legal Fees | $1,500 | LegalFeesAmt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $750 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS NOT DEPOSITED INTO BANK ACCT YET | Desc |
| Amt | $270 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 990-PF TAX | $417 | $0 | $0 | $0 |
| REAL ESTATE TAXES | $9,495 | $4,747 | $4,747 | $4,748 |