2025-05-06T13:01:26-04:00 2024-12-31 010604131 TRUST PROCESSING SOLUTIONS PO BOX 894 MILFORD OH 451500894 990PF 2024-01-01 436783275 WILLIAM D MORGAN CHARITABLE FOUNDATION 005827 MORG 515 WASHINGTON STREET CHILLICOTHE MO 64601 TRUSTEE TRUSTEE 2025-05-06 true false DOUG P HART P00241831 5137748805 2025-05-06 2024 2025-03-06 01:10:19Z X 3071710 0 X 8 8 89097 89097 760230 1470215 760230 0 1572 1572 850907 850907 21134 21134 21134 0 0 0 0 0 0 2071 0 0 2071 20922 0 0 879 437 0 0 0 0 0 0 0 45006 21571 0 23205 133423 133423 178429 21571 0 156628 672478 829336 0 0 0 0 0 1558001 2242312 3071710 0 1558001 2242312 3071710 0 X 1558001 2242312 1558001 2242312 1558001 2242312 1558001 672478 11833 2242312 0 2242312 144. DEERE & COMPANY 2018-01-17 2024-07-24 53520 24278 29242 29242 148. DEERE & COMPANY 2020-02-10 2024-07-24 55007 24861 30146 30146 142. DUKE ENERGY HLDG CORP 2014-03-27 2024-07-24 15447 9970 5477 5477 773. DUKE ENERGY HLDG CORP 2012-10-11 2024-07-24 84090 50016 34074 34074 430. EVERGY INC COM 2021-10-05 2024-07-24 24102 27063 -2961 -2961 136. HOME DEPOT INC 2017-09-12 2024-07-24 48234 21746 26488 26488 100. HOME DEPOT INC 2018-01-11 2024-07-24 35466 19342 16124 16124 39. HOME DEPOT INC 2020-04-28 2024-07-24 13832 8482 5350 5350 266. JOHNSON & JOHNSON COM 2012-10-11 2024-07-24 41427 18136 23291 23291 115. JOHNSON & JOHNSON COM 2020-04-28 2024-07-24 17910 17518 392 392 295. KIMBERLY CLARK CORP COM 2015-04-23 2024-07-24 41183 33033 8150 8150 561. KIMBERLY CLARK CORP COM 2012-10-11 2024-07-24 78317 46301 32016 32016 682. LOWES COMPANIES INC 2018-04-10 2024-07-24 160053 58976 101077 101077 330. PEPSICO, INC 2021-10-05 2024-07-24 55316 50012 5304 5304 159. STANDARD & POORS 2015-04-27 2024-07-24 86618 33759 52859 52859 163. STANDARD & POORS 2014-03-27 2024-07-24 88797 30121 58676 58676 2445. WAL MART STORES INC COM 2015-12-14 2024-07-24 172607 48378 124229 124229 300. WAL MART STORES INC COM 2018-01-11 2024-07-24 21179 10008 11171 11171 315. WASTE MANAGEMENT INC 2023-08-22 2024-07-24 68887 50066 18821 18821 12. J P MORGAN CHASE & CO 2013-11-04 2024-09-13 2452 629 1823 1823 58. J P MORGAN CHASE & CO 2001-01-01 2024-09-13 11853 3041 8812 8812 260. MERCK & CO INC COM 2013-03-14 2024-09-13 30087 11281 18806 18806 259. PROCTER & GAMBLE CO 2012-10-11 2024-09-13 45079 24864 20215 20215 860. ROYAL BK CDA MONTREAL QUE COM 2001-01-01 2024-09-13 106392 44824 61568 61568 100. ROYAL BK CDA MONTREAL QUE COM 2018-01-11 2024-09-13 12371 8390 3981 3981 36. VANGUARD INDEX FDS TOTAL STK MKT 2014-04-04 2024-09-13 9982 5168 4814 4814 10000. SCHWAB CHARLES FAMILY FD GOVT MONEY INV 2024-09-13 2024-10-02 10000 10000 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 1415 1376 39 39 50. PROCTER & GAMBLE CO 2012-10-11 2024-10-03 8585 3402 5183 5183 285. J P MORGAN CHASE & CO 2001-01-01 2024-11-18 70006 14943 55063 55063 760230 11528 0 11528 0 11528 430 0 0 430 0 11098 0 0 false false false false false false false true true MO true false false false false false SOUTHERN BANK 6606468500 515 WASHINGTON STREET CHILLICOTHE MO 64601 false false false false false false false false false false false false false false false false false false false false false SOUTHERN BANK 515 WASHINGTON STREET CHILLICOTHE MO 64601 TRUSTEE 0 21134 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 NONE 0 NONE 0 3014495 0 0 3014495 0 0 3014495 45217 2969278 148464 148464 11528 11528 136936 0 136936 0 136936 156628 0 0 0 0 156628 136936 133423 0 0 0 0 0 0 0 156628 133423 0 0 23205 0 0 0 0 0 0 0 0 113731 0 0 0 0 0 0 0 0 X SAMARITAN'S PURSE 801 BAMBOO RD BOONE NC 28607 NONE 501 (C) (3) RELIEF AND EVANGELISM 63423 AVENUE CITY SCHOOL DISTRICT 18069 US-169 COSBY MO 64506 NONE GOVERNMENT ENTITY GENERAL OPERATING 10000 HABITAT FOR HUMANITY 3131 FREDERICK AVE ST JOSEPH MO 64506 NONE PC AFFORDABLE HOUSING FOR LOW 10000 BISHOP LEBLOND HIGH SCHOOL 3529 FREDERICK AVENUE SAINT JOSEPH MO 64506 NONE 501 (C) (3) STUDENT ACTIVITIES 20000 WYATT PARK BAPTIST CHURCH 902 N LEONARD ROAD ST JOSEPH MO 64506 NONE 501 (C) (3) PASTORIAL SERVICES 10000 SAVANNAH SCHOOL DISTRICT 408 W MARKET STREET SAVANNAH MO 64485 NONE 501 (C) (3) STUDENT ACTIVITIES 10000 ST JOSEPH SCHOOL DISTRICT N 26TH STREET ST JOSEPH MO 64506 NONE 501 (C) (3) STUDENT ACTIVITIES 10000 133423 14 8 14 89097 18 760230 1572 850907 850907 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2071 2071 OTHER REVENUE 1572 1572 ADJUSTMENT TO MATCH 1099 SALES 11833 INVESTMENT FEES 20922 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