MINERAL AREA HEALTH GROUP INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MINERAL AREA HEALTH GROUP INC (EIN 43-1535177)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-30
- IRS object ID
- 201901209349101160
- Schema version
- 2018v3.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-30T15:00:16-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST 8TH FL | AddressLine1Txt |
| City | Providence | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 431535177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IA MINERAL AREA OSTEOPATHIC FOUNDATION 134243 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AREA | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2019-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 3128795176 | PhoneNum |
| Preparation | 2019-04-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.111.183.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4CF5AFC82CCF381F3E1741D79A775B5E1BA7BEEF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D6F43BCC65E791FD6F9831F9B49F5B2153310792 | 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 | $6,612,425 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $167,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,577 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,239,359 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,350 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $437,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $437,927 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $51,885 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,943 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,943 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,765 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,136 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $57,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,708 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $342,166 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $342,166 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $399,343 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,708 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $368,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $410,219 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,182 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,504 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,989,549 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,022,194 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,519,921 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,073,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,114,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,612,425 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,073,731 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,114,698 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,073,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,114,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,073,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,114,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,073,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,523 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,366 | OtherIncreasesAmt |
| Subtotal | $5,115,620 | SubtotalAmt |
| Other Decreases | $922 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,114,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 13329.2057 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15 | 2009-09-15 | 2018-01-16 | $404 | $413 | -$9 | -$9 |
| 13849.463 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-01-22 | $251 | $256 | -$5 | -$5 |
| 13118.5259 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15 | 2009-09-15 | 2018-02-15 | $211 | $216 | -$5 | -$5 |
| 13421.921 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-02-20 | $428 | $436 | -$8 | -$8 |
| 12776.0497 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15 | 2009-09-15 | 2018-03-15 | $342 | $351 | -$9 | -$9 |
| 13166.774 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-03-20 | $255 | $260 | -$5 | -$5 |
| 12546.1126 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15 | 2009-09-15 | 2018-04-16 | $230 | $235 | -$5 | -$5 |
| 100000. MONSANTO CO DTD 4/15/2008 5.125% 4/15/2018 | 2011-04-13 | 2018-04-16 | $100,000 | $103,254 | -$3,254 | -$3,254 |
| 12794.409 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-04-20 | $372 | $380 | -$8 | -$8 |
| 100000. BP CAPITAL MARKETS PLC DTD 5/10/2013 1.375% 5/10/2018 | 2015-09-29 | 2018-05-10 | $100,000 | $99,554 | $446 | $446 |
| 9000. ISHARES MSCI EAFE | 2016-10-18 | 2018-05-10 | $642,983 | $487,807 | $155,176 | $155,176 |
| 2500. ISHARES MSCI EAFE SMALL CAP INDEX FUND | 2015-05-21 | 2018-05-10 | $166,049 | $129,568 | $36,481 | $36,481 |
| 12120.3904 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15 | 2009-09-15 | 2018-05-15 | $426 | $436 | -$10 | -$10 |
| 12611.222 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-05-21 | $183 | $187 | -$4 | -$4 |
| 11773.5135 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15 | 2009-09-15 | 2018-06-15 | $347 | $355 | -$8 | -$8 |
| 12399.061 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-06-20 | $212 | $216 | -$4 | -$4 |
| 11578.4858 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15 | 2009-09-15 | 2018-07-16 | $195 | $200 | -$5 | -$5 |
| 11719.521 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-07-20 | $680 | $693 | -$13 | -$13 |
| 2158. INVESCO S&P 500 LOW VOLATILITY ETF | 2014-05-21 | 2018-07-23 | $103,367 | $71,282 | $32,085 | $32,085 |
| 850. ISHARES RUSSELL MIDCAP VALUE INDEX FUND | 2014-01-30 | 2018-07-23 | $75,981 | $55,103 | $20,878 | $20,878 |
| 200. ISHARES RUSSELL MIDCAP INDEX FUND | 2009-09-21 | 2018-07-23 | $43,353 | $14,649 | $28,704 | $28,704 |
| 11221.5297 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15 | 2009-09-15 | 2018-08-15 | $357 | $366 | -$9 | -$9 |
| 11438.936 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-08-20 | $281 | $286 | -$5 | -$5 |
| 10791.4932 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15 | 2009-09-15 | 2018-09-17 | $430 | $440 | -$10 | -$10 |
| 11244.314 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-09-20 | $195 | $199 | -$4 | -$4 |
| 10492.9789 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15 | 2009-09-15 | 2018-10-15 | $299 | $306 | -$7 | -$7 |
| 10774.126 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-10-22 | $470 | $480 | -$10 | -$10 |
| 10186.1594 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15 | 2009-09-15 | 2018-11-15 | $307 | $314 | -$7 | -$7 |
| 10581.938 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-11-20 | $192 | $196 | -$4 | -$4 |
| 9978.2078 GOVERNMENT NATIONAL MORTGAGE POOL DTD 8/1/2009 4.0000% 8/15/ | 2009-09-15 | 2018-12-17 | $208 | $213 | -$5 | -$5 |
| 10231.179 GOVERNMENT NATIONAL MORTGAGE POOL II DTD 9/1/2009 4.0000% 9/ | 2009-09-14 | 2018-12-20 | $351 | $358 | -$7 | -$7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,350 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $419,287 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,259,445 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057757 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $374,391 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,894,357 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054304 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $367,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,188,685 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05107 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $382,395 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,403,765 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051649 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $381,016 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,274,131 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05238 | DistributionYr5Rt |
| Total Distribution | 0.26716 | TotalDistributionRt |
| Average Distribution | 0.053432 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,269,858 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $388,443 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,102 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $392,545 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $368,909 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,420 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,420 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,784 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MO | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DR DWAYNE DAMBA | ||||||
| 16 MAHOGANY RUN | FARMINGTON | MO | 63640 | PRESIDENT | 1 | $0 |
| DR VICTORIA DAMBA | ||||||
| 16 MAHOGANY RUN | FARMINGTON | MO | 63640 | BOARD MEMBER | 1 | $0 |
| DR MARIANNE KLEMM | ||||||
| 530 N MIDDLE ST | FARMINGTON | MO | 63640 | BOARD MEMBER | 1 | $0 |
| DR JAMES MOORE | ||||||
| 608 MAPLE VALLEY DRIVE | FARMINGTON | MO | 63640 | BOARD MEMBER | 1 | $0 |
| DR RICHARD SECOR | ||||||
| 322 N STATE STREET | DESLOGE | MO | 63601 | BOARD MEMBER | 1 | $0 |
| DR SCOTT VANNESS | ||||||
| 606 MAPLE VALLEY DRIVE | FARMINGTON | MO | 63640 | BOARD MEMBER | 1 | $0 |
| DR MICHAEL ZARICOR | ||||||
| 1212 WEBER ROAD | FARMINGTON | MO | 63640 | BOARD MEMBER | 1 | $0 |
| MR JAMES EATON | ||||||
| 800 BONHOMME CREEK CT | BONNE TERRE | MO | 63628 | BOARD MEMBER | 1 | $0 |
| MS LANA L JINKERSON | ||||||
| 9678 MAGNOLIA DR | HILLSBORO | MO | 63050 | BOARD MEMBER | 1 | $0 |
| UMB BANK NA | ||||||
| 1010 GRAND AVE | KANSAS CITY | MO | 64106 | TRUSTEE | 2 | $51,885 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,114,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,380,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,380,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,269,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $363,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $363,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,204 | TotalTaxAmt |
| Distributable Before Adj | $355,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $355,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $355,289 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $368,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $368,909 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $368,909 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,788 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,631 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,218 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,153 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $139,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $368,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $355,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,620 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $153,577 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $21,788 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $131,789 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,631 | ExcessFromYear4Amt |
| Excess From Year3 | $11,218 | ExcessFromYear3Amt |
| Excess From Year2 | $32,167 | ExcessFromYear2Amt |
| Excess From Year1 | $59,153 | ExcessFromYear1Amt |
| Excess From Current Year | $13,620 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MINERAL AREA COLLEGE | ||||||||
| 5270 FLAT RIVER ROAD | PARK HILLS | MO | 63601 | NONE | PC | SCHOLARSHIPS FOR VARIOUS | $36,000 | |
| ST VINCENT DEPAUL | ||||||||
| 1010 W WEBSTER AVENUE | CHICAGO | IL | 60614 | NONE | PC | SCHOLARSHIPS FOR VARIOUS | $2,000 | |
| FARMINGTON MINISTERIAL ALLIANCE | ||||||||
| 1101 GENEVIEVE AVENUE | FARMINGTON | MO | 63640 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| KANSAS CITY UNIVERSITY OF | ||||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 64106 | NONE | PC | SCHOLARSHIPS FOR VARIOUS | $100,000 | MEDICINE AND BIOSCIENCES |
| UNIVERSITY OF MISSOURI-ST LOUIS | ||||||||
| 1 UNIVERSITY BLVD | ST LOUIS | MO | 63121 | NONE | PC | SCHOLARSHIPS FOR VARIOUS | $20,000 | |
| SEMO FAMILY VIOLENCE COUNCIL INC | ||||||||
| PO BOX 465 | BONNE TERRE | MO | 636280465 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| WILLIAM L WETZEL OSTEOPATHIC EDUCATION | ||||||||
| 1423 RANDY LANE | JEFFERSON CITY | MO | 65101 | NONE | PC | SUPPORT OF CHARITBALE | $30,000 | |
| PARKLAND PREGNANCY RESOURCE | ||||||||
| 815 E MAIN ST | PARK HILLS | MO | 63601 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| MINERAL ARREA MINISTERIAL ALLIANCE | ||||||||
| PO BOX 362 | PARK HILLS | MO | 63601 | NONE | PC | SUPPORT OF CHARITBALE | $1,000 | |
| HANDS OF CHRIST MINISTRIES | ||||||||
| PO BOX 30703 | CHARLESTON | SC | 29407 | NONE | PC | SUPPORT OF CHARITBALE | $1,000 | |
| IMMACULATE CONCEPTION | ||||||||
| 102 ASHMAN ST | DANVILLE | KS | 67036 | NONE | PC | SUPPORT OF CHARITBALE | $1,000 | |
| ELVINS FOOD PANTRY | ||||||||
| 17 W MAIN ST | PARK HILLS | MO | 63601 | NONE | PC | SUPPORT OF CHARITBALE | $1,000 | |
| AT STILL UNIVERSITY OF HEALTH SCIENCES | ||||||||
| 800 W JEFFERSON ST | KIRKSVILLE | MO | 63501 | NONE | PC | SUPPORT OF CHARITABLE | $126,568 | |
| THE CHURCH OF GOD -FOOD PANTRY | ||||||||
| 454 HICKORY PL | ELGIN | IL | 60120 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| CENTRAL METHODIST UNIVERSITY | ||||||||
| 411 CENTRAL METHODIST SQUARE | FAYETTE | MO | 65248 | NONE | PC | SUPPORT OF CHARITABLE | $4,890 | |
| UMKC SCHOOL OF MEDICINE | ||||||||
| 2411 HOLMES | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $10,708 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $342,166 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,516 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $270,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $437,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $437,866 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| ADJUST TAX LOT COST BASIS | $920 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $1,136 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF SCHOLARSHIP DISTRIBUTION | Desc |
| Amt | $3,366 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $171 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,420 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,314 | $1,314 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $451 | $451 | $0 |