BETA

KAMERON TY WALLACE MEMORIAL SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KAMERON TY WALLACE MEMORIAL SCHOLARSHIP FOUNDATION (EIN 84-4065953)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202141379349102344
Schema version
2020v4.0
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)
Return2021-05-17T15:20:52-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421130301PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WELGAARD CPAS AND ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1916 W 16TH STAddressLine1Txt
CityPELLACityNm
State AbbreviationIAStateAbbreviationCd
ZIP502197918ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844065953EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAMERON TY WALLACE MEMORIAL SCHOLARBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAMEBusinessNameControlTxt
Phone6605414157PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14528 STATE HIGHWAY OAddressLine1Txt
CitySTANBERRYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64489ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRESTON WALLACEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6605414157PhoneNum
Signature2021-04-30SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTRESTONPersonFirstNm
Person LastWALLACEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER MCQUINNPreparerPersonNm
PTINP02258881PTIN
Phone6416284521PhoneNum
Preparation2021-04-30PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,135ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$122InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$122InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,064DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,064DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,716NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,716GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,716CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,037TotalRevAndExpnssAmt
Total Net Invst Incm$2,902TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$983AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$493AccountingFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$983TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$493TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,518ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,518ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,501TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$493TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,518TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,464ExcessRevenueOverExpensesAmt
Net Investment Income$2,409NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$64,919SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$56,455SavAndTempCashInvstEOYAmt
Total Assets BOY$64,919TotalAssetsBOYAmt
Total Assets EOY$56,455TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$64,919NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$56,455NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$64,919TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$56,455TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$64,919TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,455TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$64,919TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,464ExcessRevenueOverExpensesAmt
Subtotal$56,455SubtotalAmt
Tot Net Ast Or Fund Balances EOY$56,455TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,716CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$33InvestmentIncomeExciseTaxAmt
Subtotal$33SubtotalAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Tax Due$33TaxDueAmt

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
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
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 BooksLINDA B HOCUMBRINKIndividualWithBooksNm
Phone8163646677PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14528 STATE HWY OAddressLine1Txt
CitySTANBERRYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64489ZIPCd
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
TRESTON WALLACE
4528 STATE HWY OSTANBERRYMO64489TRUSTEE000.00$0$0$0
TAMMY WALLACE
4528 STATE HWY OSTANBERRYMO64489TRUSTEE000.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$77,621FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$77,621TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$77,621AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,164CashDeemedCharitableAmt
Net Vl Noncharitable Assets$76,457NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,823MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,823MinimumInvestmentReturnAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Total Tax$33TotalTaxAmt
Distributable Before Adj$3,790DistributableBeforeAdjAmt
Distributable Before Ded$3,790DistributableBeforeDedAmt
Distributable As Adjusted$3,790DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,518ExpensesAndContributionsAmt
Qualifying Distributions$11,518QualifyingDistributionsAmt
Adjusted Qualifying Distri$11,518AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,790DistributableAsAdjustedAmt
Undistributed Income PY$79UndistributedIncomePYAmt
Qualifying Distributions$11,518QualifyingDistributionsAmt
Applied To Year1$79AppliedToYear1Amt
Applied To Current Year$3,790AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,649RemainingDistriFromCorpusAmt
Total Corpus$7,649TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,649ExcessDistriCyovToNextYrAmt
Excess From Current Year$7,649ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTRESTON TAMMY WALLACERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14528 STATE HWY OAddressLine1Txt
CitySTANBERRYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64489ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6605414157RecipientPhoneNum
Recipient Email AddressTLWX2@HOTMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsPREFERENCE WILL BE GIVEN TO STUDENTS WHO GRADUATE FROM STANBERRY R-LL HIGH SCHOOL, OR SUCCESSOR SCHOOL DISTRICT IN GENTRY COUNTY, MISSOURI; WERE ACTIVE IN EXTRACURRICULAR ACTIVITIES THROUGHOUT THEIR HIGH SCHOOL CAREER; EXPRESS AN INTEREST IN FARMING OR HAVE WORKED ON A FARM; AND DISPLAY THE CHARACTERISTICS THAT KAMERON TY WALLACE DISPLAYED DURING HIS LIFE, SUCH AS PERSEVERANCE, DETERMINATION, LEADERSHIP, HARD-WORK, AND THE ABILITY TO MOTIVATE OTHERS TO BE THEIR BEST.FormAndInfoAndMaterialsTxt
Restrictions On AwardsAPPLICANTS MUST BE GRADUATING STUDENTS FROM A HIGH SCHOOL IN NORTHWEST MISSOURI. SCHOLARSHIPS WILL BE AWARDED ON A ONE-TIME BASIS AND ARE NOT ELIGIBLE FOR RENEWAL.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIE GAGE
2572 STATE HWY BRAVENWOODMO64479SCHOLARSHIP$1,556
ASHLEY PETERSON
520 E 9TH STREETSTANBERRYMO64489SCHOLARSHIP$1,556
TANNER DERKS
1310 N MAPLE STSTANBERRYMO64489SCHOLARSHIP$1,556
ELLIE ELLIS
918 N MAPLE STSTANBERRYMO64489SCHOLARSHIP$1,556
HUNTER JOHNSON
308 ROSEBARRY AVEBURLINGTON JUNCTIONMO64428SCHOLARSHIP$1,556
SYDNEY MATTSON
3328 470TH RDSTANBERRYMO64489SCHOLARSHIP$1,556
HAILEY STOLL
40925 370TH STREETSTANBERRYMO64489SCHOLARSHIP$1,556
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,892TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$122ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,064ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,716ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,902ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,902TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$983Amt
Net Investment Income$493NetInvestmentIncomeAmt

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