GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201931339349103658
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T16:00:07-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-03-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM F WESEMANN | PreparerPersonNm |
| PTIN | P00035124 | PTIN |
| Phone | 9138317000 | PhoneNum |
| Preparation | 2019-03-26 | 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 | 2019-05-13 | IPDt |
| IP Tm | 16:00:07 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $150,888 | 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 | $20,896 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,079 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,371 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $26 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $30 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $988 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $988 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,594 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,538 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,538 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,833 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$1,442 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$4,090 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$4,090 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $160,503 | CorporateStockBOYAmt |
| Corporate Stock EOY | $128,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $154,978 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $159,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $150,888 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $159,061 | RetainedEarningBOYAmt |
| Retained Earning EOY | $124,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $159,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $124,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $124,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,733 | ExcessRevenueOverExpensesAmt |
| Subtotal | $124,328 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $124,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,079 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $194,614 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.363823 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,254 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $257,991 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.311073 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,537 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $319,957 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.257963 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,913 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $284,268 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.267047 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,678 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $341,313 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.224656 | DistributionYr5Rt |
| Total Distribution | 1.424562 | TotalDistributionRt |
| Average Distribution | 0.284912 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $156,008 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,449 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,477 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,140 | 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 | $28 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28 | SubtotalAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $28 | 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 | $149,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $158,384 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $158,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $156,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28 | TotalTaxAmt |
| Distributable Before Adj | $7,772 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,772 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,772 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,140 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $67,140 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $28 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,112 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,772 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $59,676 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,846 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,665 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,386 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $316,707 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,140 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,772 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,368 | RemainingDistriFromCorpusAmt |
| Total Corpus | $376,075 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $59,676 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $316,399 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,846 | ExcessFromYear4Amt |
| Excess From Year3 | $66,665 | ExcessFromYear3Amt |
| Excess From Year2 | $67,386 | ExcessFromYear2Amt |
| Excess From Year1 | $61,134 | ExcessFromYear1Amt |
| Excess From Current Year | $59,368 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | |||||||
| OF HENRY COUNTY MO | 137 W FRANKLIN ST | CLINTON | MO | 64735 | CHARITABLE | $2,500 | |
| BOY SCOUTS OF AMERICA | |||||||
| 1325 W WALNUT HILL LN | IRVING | TX | 75035 | CIVIC | $2,000 | ||
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | CIVIC | $1,000 | ||
| CLINTON CHAMBER OF COMMERCE | |||||||
| 200 S MAIN STREET | CLINTON | MO | 64735 | CIVIC | $100 | ||
| CLINTON CHRISTIAN ACADEMY | |||||||
| 271 W DIVISION RD | CLINTON | MO | 64735 | EDUCATION | $1,000 | ||
| CLINTON HIGH SCHOOL | |||||||
| 1106 S 2ND ST | CLINTON | MO | 64735 | EDUCATION | $1,000 | ||
| CLINTON ROTARY CLUB | |||||||
| 200 W FRANKLIN ST | CLINTON | MO | 64735 | CIVIC | $500 | ||
| CLINTON UNITED METHODIST CHURCH | |||||||
| 601 S 4TH STREET | CLINTON | MO | 64735 | CHARITABLE | $14,300 | ||
| GOLDEN VALLEY MEMORIAL HOSPITAL FDN | |||||||
| 1600 NORTH SECOND | CLINTON | MO | 64735 | CIVIC | $300 | ||
| HAITIAN CHRISTIAN MISSION | |||||||
| PO BOX 880808 | BOCA RATON | FL | 33488 | CIVIC | $3,100 | ||
| 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 | $200 | ||
| KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | CIVIC | $2,500 | ||
| KCPT | |||||||
| 125 E 31ST STREET | KANSAS CITY | MO | 64108 | CIVIC | $1,000 | ||
| LEAWOOD PTO | |||||||
| 2400 W 123RD STREET | LEAWOOD | KS | 66209 | EDUCTIONAL | $500 | ||
| MAKE A WISH | |||||||
| 1702 E HIGHLAND AVE | PHOENIX | AZ | 85016 | CIVIC | $2,500 | SUITE 400 | |
| MAP INTERNATIONAL | |||||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | CHARITABLE | $500 | ||
| OLDE GLORY DAYS | |||||||
| 200 S MAIN STREET | CLINTON | MO | 64735 | CIVIC | $500 | ||
| REDBRIDGE UNITED METHODIST CHURCH | |||||||
| 636 E 117TH ST | KANSAS CITY | MO | 64131 | CHARITABLE | $500 | ||
| RONALD MCDONALD HOUSE | |||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | CHARITABLE | $1,000 | ||
| SAMARITAN CENTER | |||||||
| 1317 S 2ND ST | CLINTON | MO | 64735 | CIVIC | $3,200 | ||
| SCOUTING UNLIMITED | |||||||
| 205 S 7TH ST | CLINTON | MO | 64735 | CIVIC | $100 | ||
| SEEDS OF FAITH PRESCHOOL | |||||||
| 619A E LINCOLN ST | CLINTON | MO | 64735 | EDUCATION | $500 | ||
| ST PAUL SCHOOL OF THEOLOGY | |||||||
| 4370 W 109TH STREET | OVERLAND PARK | KS | 66211 | EDUCATIONAL | $1,000 | ||
| THE RAINBOW NETWORK | |||||||
| 2840 E CHESTNUT EXPRESSWY | SPRINGFIELD | MO | 65802 | CIVIC | $1,000 | ||
| THE UNIVERSITY OF ALABAMA | |||||||
| 500 UNIVERSITY BLVD EAST | TUSCALOOSA | AL | 35401 | EDUCATION | $200 | ||
| TRUMAN LAKE COMMUNITY FOUNDATION | |||||||
| PO BOX 463 | CLINTON | MO | 64735 | CIVIC | $5,400 | ||
| UNITED METHODIST RED BIRD MISSION | |||||||
| 70 QUEENDALE CENTER | BEVERLY | KY | 40913 | CHARITABLE | $100 | ||
| UNIVERSITY OF CENTRAL MISSOURI | |||||||
| PO BOX 800 | WARRENSBURG | MO | 64093 | EDUCATIONAL | $18,640 | ||
| WASHINGTON & LEE UNIVERSITY | |||||||
| 204 W WASHINGTON ST | LEXINGTON | VA | 24450 | EDUCATION | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,140 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,079 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,734 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,734 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,105 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HIGDON & HALE, C.P.A.'S, P.C. | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 38.685 VANGUARD 500 INDEX ADMIRAL | 2003-12 | PURCHASE | 2018-01 | $10,000 | $3,995 | $6,005 |
| 298.576 DIAMOND HILL SMAILL MID CAP | 2015-05 | PURCHASE | 2018-02 | $6,500 | $5,995 | $505 |
| 2640.000 BANCO BILBAO ARGEN | 2018-05 | DONATION | 2018-05 | $20,565 | $20,896 | -$331 |
| 191.980 AMERICAN BEACON STEPHENS | 2014-11 | PURCHASE | 2018-10 | $4,500 | $3,292 | $1,208 |
| 20.643 VANGUARD 500 INDEX FD | 2003-12 | PURCHASE | 2018-10 | $5,500 | $2,578 | $2,922 |
| 645.995 AQR MGD FUTURES STRAT FD | 2017-10 | PURCHASE | 2018-12 | $5,000 | $6,197 | -$1,197 |
| 440.529 JPMORGAN STRATEGIC INCOME OP | 2017-04 | PURCHASE | 2018-12 | $5,000 | $5,138 | -$138 |
| 957.854 VANGUARD S/T INVESTMENT GRAD | 2013-10 | PURCHASE | 2018-12 | $10,000 | $10,240 | -$240 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAIEX | $8,256 | $9,267 |
| SPWYX | $3,173 | $2,732 |
| QSARX | $17,506 | $13,985 |
| DHMIX | $17,574 | $16,890 |
| DODFX | $7,227 | $6,114 |
| JSOSX | $12,828 | $17,369 |
| VFSUX | $58,423 | $57,083 |
| VFIAX | $3,431 | $31,538 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB INVESTMENT ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| SCHWAB MANAGEMENT FEES | $988 | $988 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAID | CategoryTxt |
| Amt | $30 | Amt |
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