WILLIAM D MORGAN CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM D MORGAN CHARITABLE FOUNDATION (EIN 43-6783275)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202511269349102346
- Schema version
- 2024v5.1
- 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
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T13:01:26-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436783275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM D MORGAN CHARITABLE FOUNDATION 005827 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORG | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 WASHINGTON STREET | AddressLine1Txt |
| City | CHILLICOTHE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG P HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,071,710 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $760,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,470,215 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $760,230 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,572 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,572 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $850,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $850,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,134 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,134 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,134 | 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 | $2,071 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,071 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,922 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $437 | 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 |
| Tot Opr Expenses Rev And Expnss | $45,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,423 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,423 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $672,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $829,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $0 | CashEOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,558,001 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,242,312 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,071,710 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,558,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,242,312 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,071,710 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,558,001 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,242,312 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,558,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,242,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,558,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,242,312 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,558,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $672,478 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,833 | OtherIncreasesAmt |
| Subtotal | $2,242,312 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,242,312 | 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 |
|---|---|---|---|---|---|---|
| 144. DEERE & COMPANY | 2018-01-17 | 2024-07-24 | $53,520 | $24,278 | $29,242 | $29,242 |
| 148. DEERE & COMPANY | 2020-02-10 | 2024-07-24 | $55,007 | $24,861 | $30,146 | $30,146 |
| 142. DUKE ENERGY HLDG CORP | 2014-03-27 | 2024-07-24 | $15,447 | $9,970 | $5,477 | $5,477 |
| 773. DUKE ENERGY HLDG CORP | 2012-10-11 | 2024-07-24 | $84,090 | $50,016 | $34,074 | $34,074 |
| 430. EVERGY INC COM | 2021-10-05 | 2024-07-24 | $24,102 | $27,063 | -$2,961 | -$2,961 |
| 136. HOME DEPOT INC | 2017-09-12 | 2024-07-24 | $48,234 | $21,746 | $26,488 | $26,488 |
| 100. HOME DEPOT INC | 2018-01-11 | 2024-07-24 | $35,466 | $19,342 | $16,124 | $16,124 |
| 39. HOME DEPOT INC | 2020-04-28 | 2024-07-24 | $13,832 | $8,482 | $5,350 | $5,350 |
| 266. JOHNSON & JOHNSON COM | 2012-10-11 | 2024-07-24 | $41,427 | $18,136 | $23,291 | $23,291 |
| 115. JOHNSON & JOHNSON COM | 2020-04-28 | 2024-07-24 | $17,910 | $17,518 | $392 | $392 |
| 295. KIMBERLY CLARK CORP COM | 2015-04-23 | 2024-07-24 | $41,183 | $33,033 | $8,150 | $8,150 |
| 561. KIMBERLY CLARK CORP COM | 2012-10-11 | 2024-07-24 | $78,317 | $46,301 | $32,016 | $32,016 |
| 682. LOWES COMPANIES INC | 2018-04-10 | 2024-07-24 | $160,053 | $58,976 | $101,077 | $101,077 |
| 330. PEPSICO, INC | 2021-10-05 | 2024-07-24 | $55,316 | $50,012 | $5,304 | $5,304 |
| 159. STANDARD & POORS | 2015-04-27 | 2024-07-24 | $86,618 | $33,759 | $52,859 | $52,859 |
| 163. STANDARD & POORS | 2014-03-27 | 2024-07-24 | $88,797 | $30,121 | $58,676 | $58,676 |
| 2445. WAL MART STORES INC COM | 2015-12-14 | 2024-07-24 | $172,607 | $48,378 | $124,229 | $124,229 |
| 300. WAL MART STORES INC COM | 2018-01-11 | 2024-07-24 | $21,179 | $10,008 | $11,171 | $11,171 |
| 315. WASTE MANAGEMENT INC | 2023-08-22 | 2024-07-24 | $68,887 | $50,066 | $18,821 | $18,821 |
| 12. J P MORGAN CHASE & CO | 2013-11-04 | 2024-09-13 | $2,452 | $629 | $1,823 | $1,823 |
| 58. J P MORGAN CHASE & CO | 2001-01-01 | 2024-09-13 | $11,853 | $3,041 | $8,812 | $8,812 |
| 260. MERCK & CO INC COM | 2013-03-14 | 2024-09-13 | $30,087 | $11,281 | $18,806 | $18,806 |
| 259. PROCTER & GAMBLE CO | 2012-10-11 | 2024-09-13 | $45,079 | $24,864 | $20,215 | $20,215 |
| 860. ROYAL BK CDA MONTREAL QUE COM | 2001-01-01 | 2024-09-13 | $106,392 | $44,824 | $61,568 | $61,568 |
| 100. ROYAL BK CDA MONTREAL QUE COM | 2018-01-11 | 2024-09-13 | $12,371 | $8,390 | $3,981 | $3,981 |
| 36. VANGUARD INDEX FDS TOTAL STK MKT | 2014-04-04 | 2024-09-13 | $9,982 | $5,168 | $4,814 | $4,814 |
| 10000. SCHWAB CHARLES FAMILY FD GOVT MONEY INV | 2024-09-13 | 2024-10-02 | $10,000 | $10,000 | ||
| 1.37 SCHWAB CHARLES FAMILY FD GOVT MONEY INV | 2024-09-16 | 2024-10-02 | $1 | $1 | ||
| 20. ISHARES TR GLOBAL UTILITS ETF | 2024-09-13 | 2024-10-03 | $1,415 | $1,376 | $39 | $39 |
| 50. PROCTER & GAMBLE CO | 2012-10-11 | 2024-10-03 | $8,585 | $3,402 | $5,183 | $5,183 |
| 285. J P MORGAN CHASE & CO | 2001-01-01 | 2024-11-18 | $70,006 | $14,943 | $55,063 | $55,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $760,230 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,528 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,528 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $430 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $430 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,098 | 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 | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6606468500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 WASHINGTON STREET | AddressLine1Txt |
| City | CHILLICOTHE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64601 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SOUTHERN BANK | ||||||
| 515 WASHINGTON STREET | CHILLICOTHE | MO | 64601 | TRUSTEE | 0 | $21,134 |
| R EDWARD MURPHY | ||||||
| 3007 FREDERICK AVENUE | ST JOSEPH | MO | 64506 | ADVISORY COM | 0 | $0 |
| GARY L MYERS | ||||||
| 4810 LAKEWOOD DRIVE | ST JOSEPH | MO | 64506 | ADVISORY COM | 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 |
| 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 | $3,014,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,014,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,014,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,969,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $148,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,528 | TotalTaxAmt |
| Distributable Before Adj | $136,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,936 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,628 | 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 | $156,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $133,423 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $133,423 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,205 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $113,731 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAMARITAN'S PURSE | |||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | NONE | 501 (C) (3) | RELIEF AND EVANGELISM | $63,423 |
| AVENUE CITY SCHOOL DISTRICT | |||||||
| 18069 US-169 | COSBY | MO | 64506 | NONE | GOVERNMENT ENTITY | GENERAL OPERATING | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 3131 FREDERICK AVE | ST JOSEPH | MO | 64506 | NONE | PC | AFFORDABLE HOUSING FOR LOW | $10,000 |
| BISHOP LEBLOND HIGH SCHOOL | |||||||
| 3529 FREDERICK AVENUE | SAINT JOSEPH | MO | 64506 | NONE | 501 (C) (3) | STUDENT ACTIVITIES | $20,000 |
| WYATT PARK BAPTIST CHURCH | |||||||
| 902 N LEONARD ROAD | ST JOSEPH | MO | 64506 | NONE | 501 (C) (3) | PASTORIAL SERVICES | $10,000 |
| SAVANNAH SCHOOL DISTRICT | |||||||
| 408 W MARKET STREET | SAVANNAH | MO | 64485 | NONE | 501 (C) (3) | STUDENT ACTIVITIES | $10,000 |
| ST JOSEPH SCHOOL DISTRICT | |||||||
| N 26TH STREET | ST JOSEPH | MO | 64506 | NONE | 501 (C) (3) | STUDENT ACTIVITIES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,423 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,097 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $760,230 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $850,907 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $850,907 | 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 | $2,071 | Amt |
| Disbursements Charitable Prps | $2,071 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $1,572 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,572 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO MATCH 1099 SALES | Desc |
| Amt | $11,833 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $20,922 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $151 | $151 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $12 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $430 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $215 | $215 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $71 | $71 | $0 |
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