GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-03
- IRS object ID
- 201840939349100104
- Schema version
- 2017v2.2
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-03T10:42:42-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-02-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM F WESEMANN | PreparerPersonNm |
| PTIN | P00035124 | PTIN |
| Phone | 9138317000 | PhoneNum |
| Preparation | 2018-02-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $192,796 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,912 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,875 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,001 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,032 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,845 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,189 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,034 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,835 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,835 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,034 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,998 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,508 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$1,442 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$1,442 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $175,495 | CorporateStockBOYAmt |
| Corporate Stock EOY | $160,503 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $194,238 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $220,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $192,796 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $220,003 | RetainedEarningBOYAmt |
| Retained Earning EOY | $159,061 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $220,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $159,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $220,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $159,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $220,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,942 | ExcessRevenueOverExpensesAmt |
| Subtotal | $159,061 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $159,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,001 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,254 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $257,991 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.311073 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,537 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $319,957 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.257963 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,913 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $284,268 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.267047 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,678 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $341,313 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.224656 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,812 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $405,395 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105606 | DistributionYr5Rt |
| Total Distribution | 1.166345 | TotalDistributionRt |
| Average Distribution | 0.233269 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $194,614 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,397 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,427 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,835 | 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 | $30 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30 | SubtotalAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $30 | 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 |
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 | $173,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $197,578 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $197,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $194,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30 | TotalTaxAmt |
| Distributable Before Adj | $9,701 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,701 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,835 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,835 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,805 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,701 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,727 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,676 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,846 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,665 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,386 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $278,300 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,835 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,134 | RemainingDistriFromCorpusAmt |
| Total Corpus | $339,434 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,727 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $316,707 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,676 | ExcessFromYear4Amt |
| Excess From Year3 | $61,846 | ExcessFromYear3Amt |
| Excess From Year2 | $66,665 | ExcessFromYear2Amt |
| Excess From Year1 | $67,386 | ExcessFromYear1Amt |
| Excess From Current Year | $61,134 | 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 |
|---|---|---|---|---|---|---|---|
| AUXILIARY OF THE GOLDEN VALLEY | |||||||
| MEMORIAL HOSPITAL INC | 1600 NORTH SECOND | CLINTON | MO | 64735 | CIVIC | $500 | |
| BIG BROTHERS BIG SISTERS | |||||||
| OF HENRY COUNTY MO | 137 W FRANKLIN ST | CLINTON | MO | 64735 | CHARITABLE | $750 | |
| CLINTON CARDINAL BOOSTER CLUB | |||||||
| CLINTON HIGH SCHOOL | CLINTON | MO | 64735 | CIVIC | $150 | ||
| CLINTON CHAMBER OF COMMERCE | |||||||
| 200 S MAIN STREET | CLINTON | MO | 64735 | CIVIC | $100 | ||
| CLINTON HIGH SCHOOL AFTER PROM | |||||||
| 1106 S 2ND ST | CLINTON | MO | 64735 | EDUCATION | $100 | ||
| CLINTON MAIN STREET | |||||||
| 200 S MAIN STREET | CLINTON | MO | 64735 | CIVIC | $100 | ||
| CLINTON ROTARY CLUB | |||||||
| 200 W FRANKLIN ST | CLINTON | MO | 64735 | CIVIC | $600 | ||
| CLINTON UNITED METHODIST CHURCH | |||||||
| 601 S 4TH STREET | CLINTON | MO | 64735 | CHARITABLE | $18,300 | ||
| DEAR JACK FOUNDATION | |||||||
| 1008 S JASON STREET | DENVER | CO | 80223 | CHARITABLE | $1,000 | ||
| EDUCATION FOUNDATION FOR | |||||||
| CLINTON STUDENTS | 701 S 8TH ST | CLINTON | MO | 64735 | EDUCATION | $1,000 | |
| FOUNDATION FOR ABDOMINAL SURGERY | |||||||
| 824 MAIN STREET | MELROSE | MA | 02176 | CHARITABLE | $100 | 2ND FLOOR S1 | |
| GOLDEN VALLEY MEMORIAL HOSPITAL FDN | |||||||
| 1600 NORTH SECOND | CLINTON | MO | 64735 | CIVIC | $1,600 | ||
| GUNNER LEE THOMASON AUTISM | |||||||
| SCHOLARSHIP FUND | 425 E TRAFFICWAY ST | SPRINGFIELD | MO | 65806 | EDUCATIONAL | $500 | |
| HEART OF AMERICA COUCIL BSA | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 64131 | CHARITABLE | $4,600 | ||
| HENRY COUNTY MEMORY FUND | |||||||
| PO BOX 741 | CLINTON | MO | 64735 | CIVIC | $1,100 | ||
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | POLITICAL | $500 | SUITE 800 | |
| KCPT | |||||||
| 125 E 31ST STREET | KANSAS CITY | MO | 64108 | CIVIC | $500 | ||
| LEAWOOD PTO | |||||||
| 2400 W 123RD STREET | LEAWOOD | KS | 66209 | EDUCTIONAL | $1,000 | ||
| MAP INTERNATIONAL | |||||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | CHARITABLE | $1,000 | ||
| NATIONAL CHILD SAFETY COUNCIL | |||||||
| PO BOX 1368 | JACKSON | MI | 492041368 | CHARITABLE | $125 | ||
| NATIONAL FIRE SAFETY COUNCIL INC | |||||||
| 4065 PAGE AVE 378 | MICHIGAN CENTER | MI | 49254 | CHARITABLE | $100 | ||
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | CIVIC | $200 | ||
| OLDE GLORY DAYS | |||||||
| 200 S MAIN STREET | CLINTON | MO | 64735 | CIVIC | $500 | ||
| RONALD MCDONALD HOUSE | |||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | CHARITABLE | $1,000 | ||
| SCALLONS FAMILY FOUNDATION | |||||||
| 425 E TRAFFICWAY | SPRINGFIELD | MO | 65806 | CHARITABLE | $100 | ||
| SHOW ME CHRISTIAN YOUTH HOME | |||||||
| PO BOX 6 | LA MONTE | MO | 65337 | CIVIC | $2,000 | ||
| SHOW-ME LOVE FOR THE VIRGIN ISLANDS | |||||||
| PO BOX 463 | CLINTON | MO | 64735 | CHARITABLE | $1,000 | ||
| ST PAUL SCHOOL OF THEOLOGY | |||||||
| 4370 W 109TH STREET | OVERLAND PARK | KS | 66211 | EDUCATIONAL | $1,000 | ||
| ST CATHERINE'S SCHOOL | |||||||
| 6001 GROVE AVE | RICHMOND | VA | 23226 | EDUCATIONAL | $2,000 | ||
| ST PAUL'S UNITED METHODIST | |||||||
| 7740 LACKMAN ROAD | SHAWNEE MISSION | KS | 66217 | CHARITABLE | $25 | ||
| ST SIMON'S LAND TRUST | |||||||
| PO BOX 24615 | ST SIMONS ISLAND | GA | 31522 | CIVIC | $1,000 | ||
| THE SAMARITAN CENTER - CLINTON MO | |||||||
| 1317 S 2ND ST | CLINTON | MO | 64735 | CHARITABLE | $5,000 | ||
| TRUMAN LAKE COMMUNITY FOUNDATION | |||||||
| PO BOX 463 | CLINTON | MO | 64735 | CIVIC | $5,025 | ||
| TWIN LAKES HOSPICE | |||||||
| 725 E OHIO ST | CLINTON | MO | 64735 | CIVIC | $100 | ||
| UNIVERSITY OF CENTRAL MISSOURI | |||||||
| PO BOX 800 | WARRENSBURG | MO | 64093 | EDUCATIONAL | $17,060 | ||
| WESTMINSTER COLLEGE | |||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | EDUCATIONAL | $1,000 | ||
| WOUNDED WARRIER PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | CHARITABLE | $100 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,835 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,001 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,911 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,911 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,943 | 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 | $1,845 | Amt |
| Net Investment Income | $1,845 | 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 |
|---|---|---|---|---|---|---|
| 212.137 SH AMERICAN BEACON INTL EQUI | 2007-12 | PURCHASE | 2017-04 | $4,000 | $4,160 | -$160 |
| 271.171 SH DIAMOND HILL SMALL-MID CA | 2015-05 | PURCHASE | 2017-04 | $6,000 | $5,301 | $699 |
| 31.806 SH VANGUARD 500 INDEX FD-A | 2001-12 | PURCHASE | 2017-04 | $7,000 | $3,837 | $3,163 |
| 2052.397 SH AQR MGD FUTURES STRAT FD | PURCHASE | 2017-10 | $18,103 | $19,568 | -$1,465 | |
| 86.008 SH DODGE & COX INTL STOCK | PURCHASE | 2017-10 | $4,000 | $3,826 | $174 | |
| 34.058 SH VANGUARD 500 INDEX FD | PURCHASE | 2017-10 | $8,000 | $3,594 | $4,406 | |
| 1036.688 SH VOYA CBRE LONG SHORT FD | PURCHASE | 2017-10 | $10,046 | $11,112 | -$1,066 | |
| 501.8080 SH VOYA GLOBAL REAL ESTATE | PURCHASE | 2017-10 | $9,725 | $8,565 | $1,160 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAIEX | $7,436 | $11,082 |
| SPWYX | $5,674 | $6,278 |
| AQMRX | ||
| QSARX | $23,702 | $22,055 |
| CLSIX | ||
| DHMIX | $22,785 | $26,020 |
| DODFX | $7,054 | $7,455 |
| JSOSX | $17,347 | $17,238 |
| VFSUX | $56,972 | $56,537 |
| VFIAX | $19,533 | $47,573 |
| IGLIX |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| SCHWAB MANAGEMENT FEES | $1,189 | $1,189 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAID | CategoryTxt |
| Amt | $16 | Amt |
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