GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-19
- IRS object ID
- 202403249349100810
- Schema version
- 2023v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-19T16:52:01-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 844073420 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLOR NOLD KENNEY & MITCHELL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 N MAIN ST | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431801574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GUS S WETZEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUSS | BusinessNameControlTxt |
| Phone | 6608851550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 SOUTH 8TH STREET | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64735 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUS S WETZEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6608851550 | PhoneNum |
| Signature | 2024-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MINDY NOLD | PreparerPersonNm |
| PTIN | P01723072 | PTIN |
| Phone | 6608856996 | PhoneNum |
| Preparation | 2024-11-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $277,007 | 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 | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $89 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,957 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,957 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,098 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,037 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $12,539 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,144 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,083 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $359 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,015 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,015 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,441 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,441 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$150,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,379 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,083 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,559 | CashBOYAmt |
| Cash EOY | $10,877 | CashEOYAmt |
| Cash EOYFMV | $10,877 | CashEOYFMVAmt |
| Corporate Stock BOY | $338,301 | CorporateStockBOYAmt |
| Corporate Stock EOY | $228,698 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $266,130 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $389,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $239,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $277,007 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $389,860 | RetainedEarningBOYAmt |
| Retained Earning EOY | $239,575 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $389,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $239,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $389,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $239,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $389,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$150,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $141 | OtherIncreasesAmt |
| Subtotal | $239,575 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $239,575 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB US MC | P | 2022-06-13 | 2023-03-15 | $10,052 | $9,943 | $109 | $109 |
| SCHWAB INTERNATIONAL | P | 2022-06-13 | 2023-05-04 | $35,044 | $32,873 | $2,171 | $2,171 |
| SCHWAB US DIVIDEND | P | 2022-06-13 | 2023-03-15 | $35,082 | $33,692 | $1,390 | $1,390 |
| SCHWAB US LARGE CAP ETF | P | 2022-06-13 | 2023-03-15 | $15,020 | $14,653 | $367 | $367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,098 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,037 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $130 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $130 | SubtotalAmt |
| Tax Based On Investment Income | $130 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $130 | TaxDueAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GUS S WETZEL | IndividualWithBooksNm |
| Phone | 6608851550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 SOUTH 8TH STREET | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| GUS S WETZEL | ||||||||
| 1700 SOUTH 8TH STREET | CLINTON | MO | 64735 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SUSIE HEARD WETZEL | ||||||||
| 1700 SOUTH 8TH STREET | CLINTON | MO | 64735 | SECRETARY | 2.00 | $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 | $288,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $312,497 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $312,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $307,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,391 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,391 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $130 | TotalTaxAmt |
| Distributable Before Adj | $15,261 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,261 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,261 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,441 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $159,441 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,261 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $59,368 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,388 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,708 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,673 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $183,688 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $425,825 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,441 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $144,180 | RemainingDistriFromCorpusAmt |
| Total Corpus | $570,005 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $59,368 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $510,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,388 | ExcessFromYear4Amt |
| Excess From Year3 | $50,708 | ExcessFromYear3Amt |
| Excess From Year2 | $70,673 | ExcessFromYear2Amt |
| Excess From Year1 | $183,688 | ExcessFromYear1Amt |
| Excess From Current Year | $144,180 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIMEE KAISER MEMORIAL GOLF TOURNAME | ||||||||
| 1000 WATSON PKWY | CLINTON | MO | 64735 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 | ||
| ALABAMA NATIONAL ALUMNI ASSOCIATION | ||||||||
| 224 PAUL BRYANT DR | TUSCALOOSA | AL | 35401 | NONE | EDUCATIONAL | $100 | ||
| ALASKA VILLAGE MISSIONS | ||||||||
| 1295 MISSION RD | HOMER | AK | 99603 | NONE | RELIGIOUS MISSIONS | $1,000 | ||
| ANGEL TREE INC | ||||||||
| 219 SOUTH MAIN ST | CLINTON | MO | 64735 | NONE | COMMUNITY WELFARE | $500 | ||
| BOY SCOUTS OF AMERICA | ||||||||
| 1325 W WALNUT HILL LANE | IRVING | TX | 75035 | NONE | YOUTH | $6,500 | ||
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200015403 | NONE | CIVIC | $200 | ||
| CLINTON ARTS COUNCIL | ||||||||
| PO BOX 314 | CLINTON | MO | 64735 | NONE | PROMOTION OF ARTS | $100 | ||
| CLINTON ATHLETICS ASSOCIATION | ||||||||
| 1106 SOUTH 2ND ST | CLINTON | MO | 64735 | NONE | YOUTH & HEALTH | $2,305 | ||
| CLINTON CHAMBER OF COMMERCE | ||||||||
| 200 SOUTH MAIN STREET | CLINTON | MO | 64735 | NONE | COMMUNITY SUPPORT | $1,675 | ||
| CLINTON FIRE DEPARTMENT | ||||||||
| 301 SOUTH WASHINGTON ST | CLINTON | MO | 64735 | NONE | COMMUNITY SUPPORT | $350 | ||
| CLINTON METHODIST CHURCH | ||||||||
| 601 SOUTH 4TH STREET | CLINTON | MO | 64735 | NONE | RELIGIOUS | $7,700 | ||
| COTTEY COLLEGE | ||||||||
| 1000 WEST AUSTIN BLVD | NEVADA | MO | 64772 | NONE | EDUCATIONAL | $1,000 | ||
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 2405 GRAND BLVD STE 250 | KANSAS CITY | MO | 64108 | NONE | HEALTH AWARENESS | $100 | ||
| EDUCATION FDTN FOR CLINTON STUDENTS | ||||||||
| 701 SOUTH 8TH ST | CLINTON | MO | 64735 | NONE | EDUCATIONAL | $2,000 | ||
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 220 EAST FRANKLIN ST | CLINTON | MO | 64735 | NONE | RELIGIOUS | $150 | ||
| GOLDEN VALLEY MEMORIAL HOSP FDTN | ||||||||
| 1600 NORTH SECOND ST | CLINTON | MO | 64735 | NONE | HEALTH AWARENESS | $101,675 | ||
| HAITIAN CHRISTIAN MISSION | ||||||||
| PO BOX 880808 | BOCA RATON | FL | 33488 | NONE | RELIGIOUS | $100 | ||
| HIGGINS BROS SURGICENTER FOR HOPE | ||||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | NONE | HEALTH AWARENESS | $1,000 | ||
| HOLY ROSARY PARISH | ||||||||
| 610 SOUTH 4TH ST | CLINTON | MO | 64735 | NONE | RELIGIOUS | $100 | ||
| HOLY ROSARY SCHOOL | ||||||||
| 400 EAST WILSON ST | CLINTON | MO | 64735 | NONE | EDUCATIONAL | $1,000 | ||
| JUNIOR BOARD OF SHELTERING ARMS | ||||||||
| 2000 WILKES RIDGE DR | RICHMOND | VA | 23233 | NONE | HEALTH AWARENESS | $5,000 | ||
| MAKE A WISH FOUNDATION | ||||||||
| 1702 EAST HIGHLAND AVE | PHOENIX | AZ | 85016 | NONE | YOUTH SUPPORT | $5,000 | ||
| MAP INTERNATIONAL | ||||||||
| 4700 GLYNCO PKWY | BRUNSWICK | GA | 31525 | NONE | HEALTH AWARENESS | $500 | ||
| MISSOURI GIRLS TOWN FOUNDATION | ||||||||
| 8548 JADE RD | KINGDOM CITY | MO | 65262 | NONE | YOUTH SUPPORT | $100 | ||
| MULE TRAIN (UCM) | ||||||||
| PO BOX 800 | WARRENSBURG | MO | 64093 | NONE | EDUCATIONAL | $500 | ||
| NAVAL WAR COLLEGE FOUNDATION | ||||||||
| LUCE HALL | NEWPORT | RI | 02841 | NONE | EDUCATIONAL | $100 | 686 CUSHING RD | |
| SAGRADA SCHOLARSHIP BIBLE CAMP | ||||||||
| 33495 SAGRADA BEACH RD | LINCOLN | MO | 65338 | NONE | RELIGIOUS YOUTH EDUCATION | $500 | ||
| SCALLORNS FAMILY FOUNDATION | ||||||||
| PO BOX 19 | CALIFORNIA | MO | 65018 | NONE | COMMUNITY WELFARE | $100 | ||
| SHOW-ME CHRISTIAN YOUTH HOME | ||||||||
| 24302 MAHIN RD | LAMONTE | MO | 65337 | NONE | RELIGIOUS EDUCATION | $500 | ||
| THE RAINBOW NETWORK | ||||||||
| 2840 EAST CHESTNUT EXPY | SPRINGFIELD | MO | 65802 | NONE | RELIGIOUS EDUCATION & WELFARE | $360 | ||
| THE ST CHRISTOPHER'S FUND | ||||||||
| 711 SAINT CHRISTOPHERS RD | RICHMOND | VA | 23226 | NONE | RELIGIOUS EDUCATION | $500 | ||
| UCM ALUMNI FOUNDATION | ||||||||
| PO BOX 800 | WARRENSBURG | MO | 64093 | NONE | EDUCATIONAL | $6,800 | ||
| VETERANS FRIENDS & NEIGHBORS | ||||||||
| 1400 EAST OHIO ST | CLINTON | MO | 64735 | NONE | HEALTH AWARENESS | $500 | ||
| WESTMINSTER COLLEGE | ||||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | NONE | RELIGIOUS EDUCATION | $1,000 | ||
| YOUTH NETS ORGANIZATION | ||||||||
| 1520 EAST OHIO ST | CLINTON | MO | 64735 | NONE | YOUTH & HEALTH | $2,500 | ||
| HENRY COUNTY MEMORIAL FUND | ||||||||
| PO BOX 741 | CLINTON | MO | 64735 | NONE | HEALTH AWARENESS | $1,000 | ||
| HENRY COUNTY HISTORICAL SOCIETY | ||||||||
| 203 W FRANKLIN | CLINTON | MO | 64735 | NONE | COMMUNITY SUPPORT | $1,000 | ||
| CHILDREN'S MIRACLE NETWORK | ||||||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66103 | NONE | YOUTH HEALTH | $100 | ||
| ST PAUL SCHOOL OF THEOLOGY | ||||||||
| 13720 ROE AVE | LEAWOOD | KS | 66224 | NONE | RELIGIOUS EDUCATION | $2,500 | BUILDING C | |
| CHART | ||||||||
| 1100 SOUTH 7TH ST | CLINTON | MO | 64735 | NONE | COMMUNITY HEALTH | $250 | ||
| COMMUNITY FOUNDATION OF THE OZARKS | ||||||||
| 425 E TRAFFICWAY ST | SPRINGFIELD | MO | 65806 | NONE | COMMUNITY SUPPORT | $100 | ||
| THE DAUGHTERS OF AMERICAN REV | ||||||||
| 1776 D STREET NW | WASHINGTON | DC | 20006 | NONE | EDUCATIONAL SCHOLARSHIP | $76 | ||
| FIRST BAPTIST CHURCH | ||||||||
| 1531 N VANSANT | CLINTON | MO | 64735 | NONE | RELIGIOUS | $50 | ||
| GABBY GIRLS SCHOLARSHIP | ||||||||
| PO BOX 423 | CLINTON | MO | 64735 | NONE | EDUCATIONAL SCHOLARSHIP | $100 | ||
| THE HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | EDUCATIONAL | $200 | ||
| JUDICIAL WATCH | ||||||||
| 425 THIRD ST SW | WASHINGTON | DC | 20024 | NONE | EDUCATIONAL | $100 | SUITE 800 | |
| KANSAS CITY PBS | ||||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | YOUTH EDUCATION | $500 | ||
| LOVELADY CENTER | ||||||||
| 2402 OLD SPRINGVILLE RD | BIRMINGHAM | AL | 35215 | NONE | RELIGIOUS | $100 | ||
| CLINTON SCHOOL DISTRICT | ||||||||
| 701 S 8TH ST | CLINTON | MO | 64735 | NONE | EDUCATION | $1,000 | MELYNEE J & TAMMY C | |
| POWELL GARDENS | ||||||||
| 1609 NW US HWY 50 | KINGSVILLE | MO | 64061 | NONE | EDUCATIONAL | $100 | ||
| NELSON-ATKINS ART MUSEUM | ||||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | EDUCATIONAL | $125 | ||
| THE ROTARY FOUNDATION | ||||||||
| 200 W FRANKLIN | CLINTON | MO | 64735 | NONE | COMMUNITY SUPPORT | $125 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,441 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,957 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,432 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,432 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,539 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,150 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SCHWAB US SMALL CAP ETF | AssetDesc |
| Acquired | 2022-06 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2023-03 | SoldDt |
| Gross Sales Price | $25,004 | GrossSalesPriceAmt |
| Basis | $24,609 | BasisAmt |
| Total Net | $395 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STSIX | $573 | $506 |
| DHMIX | $6,043 | $7,623 |
| DODFX | $5,306 | $6,018 |
| SCHA | $10,850 | $13,039 |
| SCHD | $112,340 | $127,176 |
| SCHF | $50,918 | $58,909 |
| SCHM | $16,532 | $19,662 |
| SCHX | $26,136 | $33,197 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADVISOR FEES | $2,015 | $2,015 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BEGINNING STOCK COST TOO LOW | Desc |
| Amt | $141 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| LICENSES | $20 |
| FEDERAL EXCISE TAX | $158 |
| FOREIGN TAX PAID | $181 |
Comments