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GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202343189349106509
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T22:52:18-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431530865PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HIGDON & HALE CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16310 LAMAR AVE STE 110AddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP662024284ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431801574EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GUS WETZEL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWETZBusinessNameControlTxt
Phone6608855124PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 S EIGHTH STAddressLine1Txt
CityCLINTONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64735ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGUS S WETZEL IIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2023-11-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGUSPersonFirstNm
Person LastWETZELPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM F WESEMANNPreparerPersonNm
PTINP00035124PTIN
Phone9138317000PhoneNum
Preparation2023-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$410,556FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$445,636ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,012DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,012DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,519NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$479,280GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$335CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$486,187TotalRevAndExpnssAmt
Total Net Invst Incm$11,367TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,320AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$66TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,664OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,050TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$208,080ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$207,830ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$212,130TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$207,830TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$274,057ExcessRevenueOverExpensesAmt
Net Investment Income$11,367NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,356SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$51,559SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$51,559SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$103,447CorporateStockBOYAmt
Corporate Stock EOY$338,301CorporateStockEOYAmt
Corporate Stock EOYFMV$358,997CorporateStockEOYFMVAmt
Total Assets BOY$115,803TotalAssetsBOYAmt
Total Assets EOY$389,860TotalAssetsEOYAmt
Total Assets EOYFMV$410,556TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$115,803RetainedEarningBOYAmt
Retained Earning EOY$389,860RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$115,803TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$389,860TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$115,803TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$389,860TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$115,803TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$274,057ExcessRevenueOverExpensesAmt
Subtotal$389,860SubtotalAmt
Tot Net Ast Or Fund Balances EOY$389,860TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$335CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$158InvestmentIncomeExciseTaxAmt
Subtotal$158SubtotalAmt
Tax Based On Investment Income$158TaxBasedOnInvestmentIncomeAmt
Tax Due$158TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGUS S WETZEL IIIndividualWithBooksNm
Phone6608855124PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11700 SOUTH EIGHTH STREETAddressLine1Txt
CityCLINTONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64735ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GUS S WETZEL II
1700 SOUTH EIGHTH STREETCLINTONMO64735PRESIDENT000.00$0$0$0
SANDRA H WETZEL
1700 SOUTH EIGHTH STREETCLINTONMO64735SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$441,611AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,783AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$493,394TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$493,394AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,401CashDeemedCharitableAmt
Net Vl Noncharitable Assets$485,993NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,300MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,300MinimumInvestmentReturnAmt
Tax Based On Investment Income$158TaxBasedOnInvestmentIncomeAmt
Total Tax$158TotalTaxAmt
Distributable Before Adj$24,142DistributableBeforeAdjAmt
Distributable Before Ded$24,142DistributableBeforeDedAmt
Distributable As Adjusted$24,142DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$207,830ExpensesAndContributionsAmt
Qualifying Distributions$207,830QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,142DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$61,134ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$59,368ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$61,388ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,708ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$70,673ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$303,271TotalExcessDistributionCyovAmt
Qualifying Distributions$207,830QualifyingDistributionsAmt
Applied To Current Year$24,142AppliedToCurrentYearAmt
Remaining Distri From Corpus$183,688RemainingDistriFromCorpusAmt
Total Corpus$486,959TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$61,134ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$425,825ExcessDistriCyovToNextYrAmt
Excess From Year4$59,368ExcessFromYear4Amt
Excess From Year3$61,388ExcessFromYear3Amt
Excess From Year2$50,708ExcessFromYear2Amt
Excess From Year1$70,673ExcessFromYear1Amt
Excess From Current Year$183,688ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
ALABAMA NATIONAL ALUMNI ASSOCIATION
224 PAUL BRYANT DRIVETUSCALOOSAAL35401EDUCATIONAL$100
BIG BROTHERS BIG SISTERS-HENRY CO
203 S MAIN STCLINTONMO64735CIVIC$2,500
BOY SCOUTS OF AMERICA
1325 W WALNUT HILL LNIRVINGTX75035CIVIC$5,500
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC200015403CIVIC$500
CLINTON CHAMBER OF COMMERCE
200 S MAIN STCLINTONMO64735CIVIC$500
CLINTON CHRISTIAN CHURCH
1201 E OHIO STCLINTONMO64735CHARITABLE$100
CLINTON ELKS LODGE 1034
115 W FRANKLIN STCLINTONMO64735CIVIC$1,000
CLINTON HIGH SCHOOL
1106 S 2ND STCLINTONMO64735EDUCATION$4,000
CLINTON MAINSTREET INC
116 W JEFFERSON STE BCLINTONMO64735CIVIC$1,000
CLINTON ROTARY CLUB
200 W FRANKLIN STCLINTONMO64735CIVIC$125
CLINTON UNITED METHODIST CHURCH
601 S 4TH STREETCLINTONMO64735CHARITABLE$6,650
COACHES VS CANCER SOCIETY
PO BOX 902PEWAUKEEWI53072CIVIC$100
COMMEMORATIVE AIR FORCE
6 AERO PLAZANEW CENTURYKS66031CIVIC$500
DLP POSITIVE RETURNS FOUNDATION
405 GOLFWAY WEST DRIVEST AUGUSTINEFL32095CIVIC$500
DRAKE'S CHAPEL UNITED METHODIST CH
569 NE 251ST RDCLINTONMO64735CHARITABLE$100
FIRST BAPTIST CHURCH
1531 N VANSANT RDCLINTONMO64735CHARITABLE$150
FIRST PRESBYTERIAN CHURCH
220 E FRANKLIN STCLINTONMO64735CHARITABLE$200
FIRST UNITED METHODIST CH SEDALIA
1701 W 32ND STSEDALIAMO65301CHARITABLE$100
GOLDEN VALLEY MEMORIAL HOSPITAL FDN
1600 NORTH SECONDCLINTONMO64735CIVIC$151,075
GREATER KC COMMUNITY FOUNDATION
1055 BROADWAY BLVD 130KANSAS CITYMO64105CHARITABLE$1,000HIGGIN BROS SURGICENTER FOR HOPE
HAITIAN CHRISTIAN MISSION
PO BOX 880808BOCA RATONFL33488CHARITABLE$100
HENRY COUNTY MEMORY FUND
PO BOX 741CLINTONMO64735CIVIC$1,000
KCPT
125 E 31ST STREETKANSAS CITYMO64108CIVIC$500
LIVING WATER FOUNDATION
PO BOX 1017PROSPERITYSC29127CIVIC$300
MAKE-A-WISH FOUNDATION
1702 E HIGHLAND AVE STEPHOENIXAZ85016CHARITABLE$5,000
MAP INTERNATIONAL
4700 GLYNCO PARKWAYBRUNSWICKGA31525CHARITABLE$500
POWELL GARDENS
1609 NW US HWY 50KINGSVILLEMO64061CHARITABLE$500
RED BIRD MISSION
458 PONCE DE LEON AVE NEATLANTAGA30308CHARITABLE$100GLOBAL MINISTRIES THE UNITED METHODIST CHURCHBUILDING A SUITE 1
RETRIEVING FREEDOM INC
20360 TANGLE NOOK ROADSEDALIAMO65301CIVIC$500
RVA1004100
11800 W BROAD ST STE 1096RICHMONDVA23233CHARITABLE$400
SAGRADA SCHOLARSHIP BIBLE CAMP
33495 SAGRADA BEACH RDLINCOLNMO65338EDUCATIONAL$500
SHOW ME CHRISTIAN YOUTH HOME
24302 MAHIN RDLA MONTEMO65337EDUCATION$500
ST PAUL SCHOOL OF THEOLOGY
4370 W 109TH STREETOVERLAND PARKKS66211EDUCATIONAL$10,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC200024999EDUCATION$500
THE NELSON GALLERY FOUNDATION
4525 OAK STKANSAS CITYMO64111EDUCATIONAL$500
THE RAINBOW NETWORK
2840 E CHESTNUT EXPYSPRINGFIELDMO65802CHARITABLE$680SUITE A
TRINITY LUTHERAN CHURCH
1267 E HWY 7CLINTONMO64735CIVIC$50
UNIVERSITY OF CENTRAL MISSOURI
PO BOX 800WARRENSBURGMO64093EDUCATIONAL$9,000
WESTMINSTER COLLEGE
501 WESTMINSTER AVEFULTONMO65251EDUCATIONAL$1,000
WYLIE DRURY BROWN MEMORIAL FUND
PO BOX 447CLINTONMO64735CHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$207,830TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,012ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$335ExclusionAmt
Related Or Exempt Function Incm$29,184RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,367ExclusionAmt
Related Or Exempt Function Incm$29,184RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,551TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementPROVIDE CHARITABLE SUPPORTRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,320Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
VFIAX2022-04PURCHASE2022-04$16,010$4,125$11,885
CERN2022-06PURCHASE2022-06$462,935$445,636$17,299

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STSIX$567$423
DHMIX$5,973$6,838
DODFX$3,436$5,157
SCHA$35,270$36,364
SCHD$144,611$159,290
SCHF$81,937$82,708
SCHM$26,186$27,149
SCHX$40,321$41,068
VFIAX

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SCHWAB MANAGEMENT FEES$2,623
MISSOURI FILING FEE$41

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX PAIDCategoryTxt
Amt$66Amt

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