GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-02-22
- IRS object ID
- 201630539349100508
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-22T14:02:01-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A KEECH | PreparerPersonNm |
| PTIN | P01254786 | PTIN |
| Phone | 9138317000 | PhoneNum |
| Preparation | 2016-02-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $316,144 | 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 | $8,252 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $525 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $525 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,426 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,426 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $100 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $23,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,286 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $73 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,391 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,391 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,614 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,809 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,809 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $248,685 | CorporateStockBOYAmt |
| Corporate Stock EOY | $231,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $256,173 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,162 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $359,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $291,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $316,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $359,766 | RetainedEarningBOYAmt |
| Retained Earning EOY | $291,790 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $359,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $291,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $359,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $291,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $359,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,976 | ExcessRevenueOverExpensesAmt |
| Subtotal | $291,790 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $291,790 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CRM MID CAP VALUE FUND | P | 2002-05-02 | 2015-05-01 | $40,542 | $36,113 | $4,429 | $4,429 |
| FRESENIUS MED CARE | D | 2015-07-07 | 2015-07-08 | $5,440 | $5,461 | -$21 | -$21 |
| HOST HOTELS | D | 2015-07-07 | 2015-07-08 | $95 | $104 | -$9 | -$9 |
| VANGUARD S/T INVESTMENT GRADE FD | P | 2012-08-31 | 2015-10-22 | $20,000 | $20,288 | -$288 | -$288 |
| VANGUARD VALUE INDEX FD ADMIRAL | P | 2005-09-23 | 2015-10-22 | $11,483 | $8,007 | $3,476 | $3,476 |
| FRESENIUS MED CARE | D | 2015-11-24 | 2015-11-25 | $2,699 | $2,686 | $13 | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,426 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,913 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $284,268 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.267047 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,678 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $341,313 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.224656 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,812 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $405,395 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105606 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,945 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $436,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.112122 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,681 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $402,046 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.160880 | DistributionYr5Rt |
| Total Distribution | 0.870311 | TotalDistributionRt |
| Average Distribution | 0.174062 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $319,957 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,692 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $63 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,755 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,600 | 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 | $63 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63 | SubtotalAmt |
| Tax Based On Investment Income | $63 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $63 | 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 | 1.00 | $0 | $0 | $0 |
| SANDRA H WETZEL | ||||||||
| 1700 SOUTH EIGHTH STREET | CLINTON | MO | 64735 | SECRETARY | 1.00 | $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 | $296,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,126 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $324,829 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $324,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $319,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63 | TotalTaxAmt |
| Distributable Before Adj | $15,935 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,935 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,935 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $82,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $63 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,537 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,935 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $44,867 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,380 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,727 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,676 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,846 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $216,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,600 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,935 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,665 | RemainingDistriFromCorpusAmt |
| Total Corpus | $283,161 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $44,867 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $238,294 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,380 | ExcessFromYear4Amt |
| Excess From Year3 | $22,727 | ExcessFromYear3Amt |
| Excess From Year2 | $59,676 | ExcessFromYear2Amt |
| Excess From Year1 | $61,846 | ExcessFromYear1Amt |
| Excess From Current Year | $66,665 | 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)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CLINTON ARTS COUNCIL | ||||||
| 203 WEST FRANKLIN ST | CLINTON | MO | 64735 | CIVIC | $500 | |
| CLINTON CHRISTIAN ACADEMY | ||||||
| 271 WEST DIVISION ROAD | CLINTON | MO | 64735 | CHARITABLE | $1,000 | |
| CLINTON ROTARY CLUB | ||||||
| 200 W FRANKLIN ST | CLINTON | MO | 64735 | CIVIC | $1,500 | |
| CLINTON SCOUT CENTER INC | ||||||
| PO BOX 386 | CLINTON | MO | 647350386 | CHARITABLE | $2,000 | |
| CLINTON UNITED METHODIST CHURCH | ||||||
| 601 SOUTH FOURTH STREET | CLINTON | MO | 64735 | CHARITABLE | $28,000 | |
| DIFFA DESIGNA FOUNDATION | ||||||
| PO BOX 10406 | KANSAS CITY | MO | 64171 | CULTURAL | $2,000 | |
| GOLDEN VALLEY MEMORIAL HOSPITAL | ||||||
| 1600 NORTH SECOND | CLINTON | MO | 64735 | CIVIC | $600 | |
| HEART OF AMERICA COUCIL BSA | ||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 64131 | CHARITABLE | $1,000 | |
| RED BIRD MISSION | ||||||
| 70 QUEENDALE CENTER | BEVERLY | KY | 409139607 | CIVIC | $1,500 | |
| SAMARITAN CENTER | ||||||
| 1317 S 2ND ST | CLINTON | MO | 64735 | CHARITABLE | $4,000 | |
| SHOW ME CHRISTIAN YOUTH HOME | ||||||
| PO BOX 6 | LA MONTE | MO | 65337 | CIVIC | $1,100 | |
| ST CATHERINE'S SCHOOL | ||||||
| 6001 GROVE AVE | RICHMOND | VA | 23226 | EDUCATIONAL | $500 | |
| ST SIMON'S LAND TRUST | ||||||
| PO BOX 24615 | ST SIMONS ISLAND | GA | 31522 | CIVIC | $1,500 | |
| THE ALTAMONT SCHOOL | ||||||
| 4801 ALTAMONT ROAD SOUTH | BIRMINGHAM | AL | 35222 | EDUCATIONAL | $1,000 | |
| TRUMAN LAKE CANCER RELIEF FUND | ||||||
| 725 E OHIO ST | CLINTON | MO | 64735 | CHARITABLE | $1,000 | |
| TRUMAN LAKE COMMUNITY FOUNDATION | ||||||
| PO BOX 463 | CLINTON | MO | 64735 | CIVIC | $15,000 | |
| UNIVERSITY OF ALABAMA-BAMA CIRCLE | ||||||
| THE UNIVERSITY OF ALABAMA | TUSCALOOSA | AL | 35487 | EDUCATIONAL | $100 | |
| UNIVERSITY OF CENTRAL MISSOURI | ||||||
| PO BOX 800 | WARRENSBURG | MO | 64093 | EDUCATIONAL | $11,000 | |
| WESTMINSTER COLLEGE | ||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | EDUCATIONAL | $1,000 | |
| ACADEMIC EXCELLENCE | ||||||
| 2545 GAYTON CENTRE DR | RICHMOND | VA | 23238 | EDUCATIONAL | $100 | |
| CENTRAL BAPTIST CHURCH | ||||||
| 1500 COURTHOUSE RD | NORTH CHESTERFIELD | VA | 23236 | CHARITABLE | $100 | |
| CHRISTIAN CHURCH OF CLINTON | ||||||
| 1201 E OHIO | CLINTON | MO | 647352495 | CHARITABLE | $1,000 | |
| CLINTON ANIMAL RESCUE ENDEAVOR | ||||||
| 1307 N WASHINGTON ST | CLINTON | MO | 64735 | CIVIC | $500 | |
| CLINTON CARDINAL BOOSTER CLUB | ||||||
| CLINTON HIGH SCHOOL | CLINTON | MO | 64735 | CIVIC | $150 | |
| FOR THE CHILDREN FOUNDATION | ||||||
| 3000 W MACARTHUR BLVD | SANTA ANA | CA | 92704 | CIVIC | $1,000 | |
| GABBY GIRLS | ||||||
| 1705 S WASHINGTON ST | CLINTON | MO | 64735 | CIVIC | $100 | |
| HARVESTERS | ||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | CIVIC | $100 | |
| HENRY COUNTY MEMORIAL FUND | ||||||
| 100 W FRANKLIN | CLINTON | MO | 64735 | CIVIC | $1,000 | |
| JUDICIAL WATCH | ||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | POLITICAL | $100 | SUITE 800 |
| KCPT | ||||||
| 125 E 31ST STREET | KANSAS CITY | MO | 64108 | CIVIC | $100 | |
| OLDE GLORY DAYS | ||||||
| 200 S MAIN STREET | CLINTON | MO | 64735 | CIVIC | $250 | |
| PEO FOUNDATION | ||||||
| 3700 GRAND AVENUE | DES MOINES | IA | 50312 | CIVIC | $100 | |
| POWELL GARDENS | ||||||
| 1609 NW US 50 | KINGSVILLE | MO | 64061 | EDUCATIONAL | $100 | |
| ST PAUL SCHOOL OF THEOLOGY | ||||||
| 4370 W 109TH STREET | OVERLAND PARK | KS | 66211 | EDUCATIONAL | $2,000 | |
| THE CHURCH OF THE RESURRECTION | ||||||
| 13720 ROE BLVD | LEAWOOD | KS | 66224 | CHARITABLE | $500 | |
| TULANE SCHOOL OF MEDICINE | ||||||
| 1430 TULANE AVE | NEW ORLEANS | LA | 70112 | EDUCATIONAL | $1,000 | |
| WHITEMAN AT MIZZOU | ||||||
| 511 SPIRIT BLVD | WHITEMAN AFB | MO | 65305 | EDUCATIONAL | $100 | BLDG 515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $525 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,826 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,600 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOID OLD OUTSTANDING CHECK | Desc |
| Related Or Exempt Function Incm | $100 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,686 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,700 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,386 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GUS S WETZEL II | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $8,252 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 134 SH FRESENIUS MED CARE | $5,461 | 2015-07-07 |
| 1 | 5 SH HOST HOTELS & RESORT | $105 | 2015-07-07 |
| 1 | 66 SH FRESENIUS MED CARE | $2,686 | 2015-11-24 |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAIEX | $18,605 | $18,469 |
| SPWYX | $5,421 | $4,781 |
| AQMIX | $19,564 | $20,890 |
| CLSIX | $10,781 | $10,218 |
| CRIMX | ||
| DHMIX | $41,068 | $38,808 |
| DODFX | $10,411 | $8,583 |
| IGLIX | $7,969 | $9,211 |
| VFSUX | $79,883 | $78,693 |
| VVIAX | ||
| VFIAX | $38,279 | $66,520 |
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 |
| Book Value | $50,000 | BookValueAmt |
| EOYFMV | $50,162 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| SCHWAB MANAGEMENT FEES | $7,391 | $7,391 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOID OLD OUTSTANDING CHECK | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX PAID | $73 |
| FOREIGN TAX WITHHELD FROM DIVIDE |
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