GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-15
- IRS object ID
- 202001369349100715
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T09:56:16-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431530865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGDON & HALE CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6310 LAMAR AVE STE 110 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662024284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 WETZEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WETZ | BusinessNameControlTxt |
| Phone | 6608855124 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 S EIGHTH ST | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64735 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUS S WETZEL II | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2020-01-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM F WESEMANN | PreparerPersonNm |
| PTIN | P00035124 | PTIN |
| Phone | 9138317000 | PhoneNum |
| Preparation | 2020-01-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.197.53.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-15 | IPDt |
| IP Tm | 09:56:16 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D6B3266B5625E7584409292859CD4A5510C080FF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D6B3266B5625E7584409292859CD4A5510C080FF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $88,067 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,565 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,076 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,935 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $28 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $682 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,466 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,466 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,466 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$4,090 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$3,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$3,760 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $128,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $91,827 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $124,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,067 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $124,328 | RetainedEarningBOYAmt |
| Retained Earning EOY | $67,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $124,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,208 | ExcessRevenueOverExpensesAmt |
| Subtotal | $67,120 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $67,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,076 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,112 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $156,008 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.430183 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,805 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $194,614 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.363823 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $80,254 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $257,991 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.311073 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,537 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $319,957 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.257963 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,913 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $284,268 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.267047 | DistributionYr5Rt |
| Total Distribution | 1.630089 | TotalDistributionRt |
| Average Distribution | 0.326018 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $102,332 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,362 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,401 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,466 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $39 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $39 | SubtotalAmt |
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $39 | 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 |
| 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 II | IndividualWithBooksNm |
| Phone | 6608855124 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 SOUTH EIGHTH 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 II | ||||||||
| 1700 SOUTH EIGHTH STREET | CLINTON | MO | 64735 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| SANDRA H WETZEL | ||||||||
| 1700 SOUTH EIGHTH STREET | CLINTON | MO | 64735 | SECRETARY | 000.00 | $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 | $99,185 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,890 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $103,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39 | TotalTaxAmt |
| Distributable Before Adj | $5,078 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,078 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,078 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,466 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $66,466 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,427 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,078 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $61,846 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,386 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,368 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $316,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,466 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,388 | RemainingDistriFromCorpusAmt |
| Total Corpus | $377,787 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $61,846 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $315,941 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,665 | ExcessFromYear4Amt |
| Excess From Year3 | $67,386 | ExcessFromYear3Amt |
| Excess From Year2 | $61,134 | ExcessFromYear2Amt |
| Excess From Year1 | $59,368 | ExcessFromYear1Amt |
| Excess From Current Year | $61,388 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| HENRY COUNTY GOLF CLASSIC | 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | CIVIC | $200 | |
| BIG BROTHERS BIG SISTERS | |||||||
| OF HENRY COUNTY MO | 137 W FRANKLIN ST | CLINTON | MO | 64735 | CHARITABLE | $1,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 1325 W WALNUT HILL LN | IRVING | TX | 75035 | CIVIC | $3,000 | ||
| CLINTON ARTS COUNCIL | |||||||
| PO BOX 314 | CLINTON | MO | 64735 | CIVIC | $500 | ||
| CLINTON CHRISTIAN ACADEMY | |||||||
| 271 W DIVISION RD | CLINTON | MO | 64735 | EDUCATION | $1,000 | ||
| CLINTON CHRISTIAN CHURCH | |||||||
| 1201 E OHIO ST | CLINTON | MO | 64735 | CHARITABLE | $25 | ||
| CLINTON HIGH SCHOOL | |||||||
| 1106 S 2ND ST | CLINTON | MO | 64735 | EDUCATION | $2,987 | ||
| CLINTON ROTARY CLUB | |||||||
| 200 W FRANKLIN ST | CLINTON | MO | 64735 | CIVIC | $500 | ||
| CLINTON UNITED METHODIST CHURCH | |||||||
| 601 S 4TH STREET | CLINTON | MO | 64735 | CHARITABLE | $16,525 | ||
| FIRST BAPTIST CHURCH | |||||||
| 1531 N VANSANT RD | CLINTON | MO | 64735 | CHARITABLE | $100 | ||
| GABBY GIRLS INC | |||||||
| 1705 S WASHINGTON ST | CLINTON | MO | 64735 | CIVIC | $500 | ||
| GOLDEN VALLEY MEMORIAL HOSPITAL FDN | |||||||
| 1600 NORTH SECOND | CLINTON | MO | 64735 | CIVIC | $1,325 | ||
| HAITIAN CHRISTIAN MISSION | |||||||
| PO BOX 880808 | BOCA RATON | FL | 33488 | CIVIC | $2,500 | ||
| HEART OF AMERICA COUCIL BSA | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 64131 | CHARITABLE | $1,000 | ||
| HENRY COUNTY MEMORY FUND | |||||||
| PO BOX 741 | CLINTON | MO | 64735 | CIVIC | $1,000 | ||
| HENRY COUNTY MUSEUM | |||||||
| 203 W FRANKLIN ST | CLINTON | MO | 64735 | CIVIC | $625 | ||
| HOLY ROSARY SCHOOL | |||||||
| 400 E WILSON ST | CLINTON | MO | 64735 | EDUCATIONAL | $1,000 | ||
| INDEPENDENT PRESBYTERIAN CHURCH | |||||||
| 3100 HIGHLAND AVENUE S | BIRMINGHAM | AL | 35205 | CHARITABLE | $50 | ||
| KCPT | |||||||
| 125 E 31ST STREET | KANSAS CITY | MO | 64108 | CIVIC | $1,000 | ||
| LEAWOOD PTO | |||||||
| 2400 W 123RD STREET | LEAWOOD | KS | 66209 | EDUCTIONAL | $1,000 | ||
| MAKE A WISH | |||||||
| 1702 E HIGHLAND AVE | PHOENIX | AZ | 85016 | CIVIC | $5,000 | SUITE 400 | |
| MAP INTERNATIONAL | |||||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | CHARITABLE | $500 | ||
| MULTIPLE SCLEROSIS SOCIETY | |||||||
| 7611 STATE LINE RD | KANSAS CITY | MO | 64114 | CIVIC | $1,000 | ||
| OLDE GLORY DAYS | |||||||
| 200 S MAIN STREET | CLINTON | MO | 64735 | CIVIC | $500 | ||
| POWELL GARDENS | |||||||
| 1609 US-50 | KINGSVILLE | MO | 64061 | CIVIC | $500 | ||
| RAINBOW NETWORK | |||||||
| 2840 E CHESTNUT EXPY A | SPRINGFIELD | MO | 65802 | CIVIC | $1,000 | ||
| RED MOUNTAIN MEMORIAL GARDEN | |||||||
| 2000 REV ABRAHAM WOODS JR | BIRMINGHAM | AL | 35203 | CIVIC | $50 | BOULEVARD | |
| REMEMBER TO DREAM THERAPEUTIC | |||||||
| RIDING CENTER | 25388 HIGHWAY 52 | COLE CAMP | MO | 65325 | CHARITABLE | $100 | |
| SAGRADA SCHOLARSHIP BIBLE CAMP | |||||||
| 33495 SAGRADA BEACH RD | LINCOLN | MO | 65338 | CHARITABLE | $100 | ||
| SHOW ME CHRISTIAN YOUTH HOME | |||||||
| 24302 MAHIN RD | LA MONTE | MO | 65337 | EDUCATION | $1,000 | ||
| ST PAUL SCHOOL OF THEOLOGY | |||||||
| 4370 W 109TH STREET | OVERLAND PARK | KS | 66211 | EDUCATIONAL | $1,000 | ||
| THE NELSON-ATKINS MUSEUM OF ART | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | CIVIC | $200 | ||
| THE RAINBOW NETWORK | |||||||
| 2840 E CHESTNUT EXPRESSWY | SPRINGFIELD | MO | 65802 | CIVIC | $180 | ||
| THE UNIVERSITY OF ALABAMA | |||||||
| 500 UNIVERSITY BLVD EAST | TUSCALOOSA | AL | 35401 | EDUCATION | $249 | ||
| TRUMAN LAKE COMMUNITY FOUNDATION | |||||||
| PO BOX 463 | CLINTON | MO | 64735 | CIVIC | $1,050 | ||
| UNIVERSITY OF CENTRAL MISSOURI | |||||||
| PO BOX 800 | WARRENSBURG | MO | 64093 | EDUCATIONAL | $17,200 | ||
| WESTMINSTER COLLEGE | |||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | EDUCATIONAL | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,466 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,841 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,076 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,033 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,935 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,033 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,968 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| AMERICAN BEACON INTL EQUITY | PURCHASE | 2019-01 | $5,000 | $4,682 | $318 |
| DIAMOND HILL SMALL MID CAP FD CL I | PURCHASE | 2019-01 | $2,000 | $1,929 | $71 |
| VANGUARD 500 INDEX FUND ADMIRAL | PURCHASE | 2019-01 | $3,000 | $1,463 | $1,537 |
| AQR MULTI-STRAT ALT FUND CL R6 | PURCHASE | 2019-03 | $13,734 | $17,506 | -$3,772 |
| JPMORGAN STRATEGIC INCOME OPPORT I | PURCHASE | 2019-08 | $12,755 | $12,952 | -$197 |
| VANGUARD 500 INDEX FUND ADMIRAL | PURCHASE | 2019-10 | $10,000 | $3,989 | $6,011 |
| AMERICAN BEACON STEPHENS SM CAP | PURCHASE | 2019-12 | $3,000 | $3,122 | -$122 |
| DIAMOND HILL SMALL MID CAP FD CL I | PURCHASE | 2019-12 | $8,000 | $6,817 | $1,183 |
| VANGUARD S/T INVESTMENT GRADE FD | PURCHASE | 2019-12 | $9,000 | $8,996 | $4 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAIEX | $3,727 | $5,366 |
| SPWYX | $372 | $377 |
| QSARX | ||
| DHMIX | $9,683 | $11,198 |
| DODFX | $7,511 | $7,507 |
| JSOSX | ||
| VFSUX | $40,724 | $40,819 |
| VFIAX | $8,863 | $26,560 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| SCHWAB MANAGEMENT FEES | $682 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAID | CategoryTxt |
| Amt | $28 | Amt |
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