GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-02-04
- IRS object ID
- 201530359349100653
- Schema version
- 2014v5.0
- 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
- Schedule B
- 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 | 2015-02-04T14:54:02-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6608855124 | PhoneNum |
| Signature | 2015-01-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A KEECH | PreparerPersonNm |
| PTIN | P01254786 | PTIN |
| Phone | 9138317000 | PhoneNum |
| Preparation | 2015-02-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $399,216 | 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 | $101,776 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $525 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $525 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,741 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,106 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,807 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $127,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,073 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,836 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,836 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $32 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,928 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,928 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,764 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,986 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,986 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,782 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,764 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,366 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,309 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$2,512 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,081 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,081 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $269,912 | CorporateStockBOYAmt |
| Corporate Stock EOY | $248,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $287,824 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,311 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $317,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $359,766 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $399,216 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $317,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $359,766 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $317,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $359,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $317,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $359,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $317,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,366 | ExcessRevenueOverExpensesAmt |
| Subtotal | $359,766 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $359,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,807 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,678 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $341,313 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.224656 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,812 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $405,395 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105606 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,945 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $436,532 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.112122 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,681 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $402,046 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.160880 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,968 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $355,412 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.149033 | DistributionYr5Rt |
| Total Distribution | 0.752297 | TotalDistributionRt |
| Average Distribution | 0.150459 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $284,268 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,771 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $73 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,844 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,986 | 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 | $73 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $73 | SubtotalAmt |
| Tax Based On Investment Income | $73 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $73 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
| SUSAN 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 | $283,514 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,083 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $288,597 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $288,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $284,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73 | TotalTaxAmt |
| Distributable Before Adj | $14,140 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,140 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,140 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,986 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,986 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $73 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,913 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,140 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $35,361 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,867 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,380 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,727 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,676 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $190,011 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,986 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,846 | RemainingDistriFromCorpusAmt |
| Total Corpus | $251,857 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $35,361 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $216,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,867 | ExcessFromYear4Amt |
| Excess From Year3 | $27,380 | ExcessFromYear3Amt |
| Excess From Year2 | $22,727 | ExcessFromYear2Amt |
| Excess From Year1 | $59,676 | ExcessFromYear1Amt |
| Excess From Current Year | $61,846 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||
| 2400 BLUFF CREEK DRIVE | COLUMBIA | MO | 65201 | CHARITABLE | $1,100 |
| CLINTON ARTS COUNCIL | |||||
| 203 WEST FRANKLIN ST | CLINTON | MO | 64735 | CIVIC | $500 |
| CLINTON CHRISTIAN ACADEMY | |||||
| 271 WEST DIVISION ROAD | CLINTON | MO | 64735 | CHARITABLE | $2,000 |
| CLINTON ROTARY CLUB | |||||
| 200 W FRANKLIN ST | CLINTON | MO | 64735 | CIVIC | $500 |
| CLINTON SCOUT CENTER INC | |||||
| PO BOX 386 | CLINTON | MO | 647350386 | CHARITABLE | $3,000 |
| CLINTON UNITED METHODIST CHURCH | |||||
| 601 SOUTH FOURTH STREET | CLINTON | MO | 64735 | CHARITABLE | $26,736 |
| DIFFA DESIGNA FOUNDATION | |||||
| PO BOX 10406 | KANSAS CITY | MO | 64171 | CULTURAL | $500 |
| GIRLS TOWN | |||||
| PO BOX 189 | ST JAMES | MO | 65559 | CHARITABLE | $500 |
| GOLDEN VALLEY MEMORIAL HOSPITAL | |||||
| 1600 NORTH SECOND | CLINTON | MO | 64735 | CIVIC | $2,200 |
| HEART OF AMERICA COUCIL BSA | |||||
| 10210 HOLMES RD | KANSAS CITY | MO | 64131 | CHARITABLE | $1,000 |
| MAP INTERNATIONAL | |||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | CHARITABLE | $500 |
| NELSON GALLERY FOUNDATION | |||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | CHARITABLE | $100 |
| RED BIRD MISSION | |||||
| 70 QUEENDALE CENTER | BEVERLY | KY | 409139607 | CIVIC | $500 |
| SAMARITAN CENTER | |||||
| 1317 S 2ND ST | CLINTON | MO | 64735 | CHARITABLE | $5,500 |
| SCIENCE CENTER OF VIRGINIA | |||||
| 2500 W BROAD ST | RICHMOND | VA | 23220 | EDUCATIONAL | $5,000 |
| SEEKERS SUNDAY SCHOOL | |||||
| 601 S 4TH STREET | CLINTON | MO | 64735 | CHARITABLE | $2,000 |
| SHOW ME CHRISTIAN YOUTH HOME | |||||
| PO BOX 6 | LA MONTE | MO | 65337 | CIVIC | $1,000 |
| ST CATHERINE'S SCHOOL | |||||
| 6001 GROVE AVE | RICHMOND | VA | 23226 | EDUCATIONAL | $5,000 |
| ST SIMON'S LAND TRUST | |||||
| PO BOX 24615 | ST SIMONS ISLAND | GA | 31522 | CIVIC | $1,500 |
| STATE FAIR COMMUNITY COLLEGE | |||||
| 3201 W 16TH ST | SEDALIA | MO | 653012199 | EDUCATIONAL | $500 |
| THE ALTAMONT SCHOOL | |||||
| 4801 ALTAMONT ROAD SOUTH | BIRMINGHAM | AL | 35222 | EDUCATIONAL | $450 |
| THE HERITAGE FOUNDATION | |||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | CIVIC | $500 |
| 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 | $1,000 |
| UNITED WAY OF COSTAL GEORGIA | |||||
| 3400 PARKWOOD DR STE A | BRUNSWICK | GA | 31521 | CHARITABLE | $100 |
| UNIVERSITY OF ALABAMA-BAMA CIRCLE | |||||
| THE UNIVERSITY OF ALABAMA | TUSCALOOSA | AL | 35487 | EDUCATIONAL | $200 |
| UNIVERSITY OF CENTRAL MISSOURI | |||||
| PO BOX 800 | WARRENSBURG | MO | 64093 | EDUCATIONAL | $11,000 |
| WASHINGTON AND LEE UNIVERSITY | |||||
| 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | EDUCATIONAL | $100 |
| WEBSTER UNIVERSITY | |||||
| 470 E LOCKWOOD AVE | ST LOUIS | MO | 63119 | EDUCATIONAL | $500 |
| WESTMINSTER COLLEGE | |||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | EDUCATIONAL | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||
| 4899 BELFORT ROAD SUITE | JACKSONVILLE | FL | 32256 | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,986 | 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 | $7,741 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,299 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,073 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,299 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,372 | 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 | $101,776 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 81 SHARES ACTAVIS PLC STOCK | $19,812 | 2014-11-14 |
| 1 | 40 SHARES GOOGLE CL C NONVOTING | $21,769 | 2014-11-14 |
| 1 | 60 SHARES GOOGLE CL A VOTING | $33,269 | 2014-11-14 |
| 1 | 320 SHARES MASTERCARD INC | $26,926 | 2014-11-14 |
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 | $1,836 | Amt |
| Net Investment Income | $1,836 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (74 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| VANGUARD GR IDX SIG | 2001-03 | PURCHASE | 2014-01 | $7,361 | $3,934 | $3,427 |
| VANGUARD GR IDX SIG | 2001-06 | PURCHASE | 2014-01 | $87 | $50 | $37 |
| VANGUARD GR IDX SIG | 2001-09 | PURCHASE | 2014-01 | $163 | $75 | $88 |
| VANGUARD GR IDX SIG | 2001-12 | PURCHASE | 2014-01 | $212 | $120 | $92 |
| VANGUARD GR IDX SIG | 2002-03 | PURCHASE | 2014-01 | $151 | $83 | $68 |
| VANGUARD GR IDX SIG | 2002-06 | PURCHASE | 2014-01 | $182 | $84 | $98 |
| VANGUARD GR IDX SIG | 2002-09 | PURCHASE | 2014-01 | $250 | $101 | $149 |
| VANGUARD GR IDX SIG | 2002-12 | PURCHASE | 2014-01 | $268 | $113 | $155 |
| VANGUARD GR IDX SIG | 2003-03 | PURCHASE | 2014-01 | $279 | $118 | $161 |
| VANGUARD GR IDX SIG | 2003-06 | PURCHASE | 2014-01 | $144 | $68 | $76 |
| VANGUARD GR IDX SIG | 2003-09 | PURCHASE | 2014-01 | $107 | $51 | $56 |
| VANGUARD GR IDX SIG | 2003-12 | PURCHASE | 2014-01 | $118 | $61 | $57 |
| VANGUARD GR IDX SIG | 2004-03 | PURCHASE | 2014-01 | $130 | $68 | $62 |
| VANGUARD GR IDX SIG | 2004-06 | PURCHASE | 2014-01 | $95 | $51 | $44 |
| VANGUARD GR IDX SIG | 2004-09 | PURCHASE | 2014-01 | $134 | $68 | $66 |
| VANGUARD GR IDX SIG | 2004-12 | PURCHASE | 2014-01 | $570 | $316 | $254 |
| VANGUARD GR IDX SIG | 2005-03 | PURCHASE | 2014-01 | $161 | $86 | $75 |
| VANGUARD GR IDX SIG | 2005-06 | PURCHASE | 2014-01 | $126 | $69 | $57 |
| VANGUARD GR IDX SIG | 2005-09 | PURCHASE | 2014-01 | $155 | $86 | $69 |
| VANGUARD GR IDX SIG | 2005-12 | PURCHASE | 2014-01 | $190 | $112 | $78 |
| VANGUARD GR IDX SIG | 2006-03 | PURCHASE | 2014-01 | $202 | $121 | $81 |
| VANGUARD GR IDX SIG | 2006-06 | PURCHASE | 2014-01 | $154 | $87 | $67 |
| VANGUARD GR IDX SIG | 2006-09 | PURCHASE | 2014-01 | $149 | $87 | $62 |
| VANGUARD GR IDX SIG | 2006-12 | PURCHASE | 2014-01 | $191 | $120 | $71 |
| VANGUARD GR IDX SIG | 2007-03 | PURCHASE | 2014-01 | $163 | $105 | $58 |
| VANGUARD GR IDX SIG | 2007-06 | PURCHASE | 2014-01 | $182 | $123 | $59 |
| VANGUARD GR IDX SIG | 2007-09 | PURCHASE | 2014-01 | $176 | $123 | $53 |
| VANGUARD GR IDX SIG | 2007-12 | PURCHASE | 2014-01 | $204 | $141 | $63 |
| VANGUARD GR IDX SIG | 2008-03 | PURCHASE | 2014-01 | $188 | $120 | $68 |
| VANGUARD GR IDX SIG | 2008-06 | PURCHASE | 2014-01 | $122 | $81 | $41 |
| VANGUARD GR IDX SIG | 2008-09 | PURCHASE | 2014-01 | $140 | $81 | $59 |
| VANGUARD GR IDX SIG | 2008-12 | PURCHASE | 2014-01 | $228 | $96 | $132 |
| VANGUARD GR IDX SIG | 2009-03 | PURCHASE | 2014-01 | $211 | $87 | $124 |
| VANGUARD GR IDX SIG | 2009-06 | PURCHASE | 2014-01 | $188 | $86 | $102 |
| VANGUARD GR IDX SIG | 2009-09 | PURCHASE | 2014-01 | $158 | $85 | $73 |
| VANGUARD GR IDX SIG | 2009-12 | PURCHASE | 2014-01 | $188 | $108 | $80 |
| VANGUARD GR IDX SIG | 2010-03 | PURCHASE | 2014-01 | $144 | $87 | $57 |
| VANGUARD GR IDX SIG | 2010-06 | PURCHASE | 2014-01 | $161 | $91 | $70 |
| VANGUARD GR IDX SIG | 2010-09 | PURCHASE | 2014-01 | $207 | $121 | $86 |
| VANGUARD GR IDX SIG | 2010-12 | PURCHASE | 2014-01 | $184 | $123 | $61 |
| VANGUARD GR IDX SIG | 2011-03 | PURCHASE | 2014-01 | $150 | $103 | $47 |
| VANGUARD GR IDX SIG | 2011-06 | PURCHASE | 2014-01 | $172 | $117 | $55 |
| VANGUARD GR IDX SIG | 2011-09 | PURCHASE | 2014-01 | $126 | $77 | $49 |
| VANGUARD GR IDX SIG | 2011-12 | PURCHASE | 2014-01 | $151 | $101 | $50 |
| VANGUARD GR IDX SIG | 2012-03 | PURCHASE | 2014-01 | $113 | $86 | $27 |
| VANGUARD GR IDX SIG | 2012-06 | PURCHASE | 2014-01 | $47 | $34 | $13 |
| VANGUARD GR IDX SIG | 2012-09 | PURCHASE | 2014-01 | $51 | $41 | $10 |
| VANGUARD GR IDX SIG | 2012-12 | PURCHASE | 2014-01 | $91 | $70 | $21 |
| VANGUARD GR IDX SIG | 2013-03 | PURCHASE | 2014-01 | $46 | $38 | $8 |
| VANGUARD GR IDX SIG | 2013-06 | PURCHASE | 2014-01 | $51 | $43 | $8 |
| VANGUARD GR IDX SIG | 2013-09 | PURCHASE | 2014-01 | $51 | $47 | $4 |
| VANGUARD GR IDX SIG | 2013-12 | PURCHASE | 2014-01 | $58 | $58 | |
| AQR MANAGED FUTURES STATEGY CL I | 2012-04 | PURCHASE | 2014-04 | $4,000 | $3,809 | $191 |
| VANGUARD SHORT-TERM INVESTMENT GRADE | 2012-04 | PURCHASE | 2014-04 | $20,000 | $20,033 | -$33 |
| VOYA GLOBAL REAL ESTATE I | 2012-04 | PURCHASE | 2014-04 | $6,000 | $5,135 | $865 |
| VOYA GLOBAL REAL ESTATE I | 2012-04 | PURCHASE | 2014-04 | $10,000 | $8,774 | $1,226 |
| AMERICAN BEACON INTL EQUITY FUND | 2002-12 | PURCHASE | 2014-06 | $187 | $106 | $81 |
| AMERICAN BEACON INTL EQUITY FUND | 2003-12 | PURCHASE | 2014-06 | $1,418 | $1,085 | $333 |
| AMERICAN BEACON INTL EQUITY FUND | 2004-12 | PURCHASE | 2014-06 | $707 | $671 | $36 |
| AMERICAN BEACON INTL EQUITY FUND | 2005-12 | PURCHASE | 2014-06 | $1,188 | $1,180 | $8 |
| AMERICAN BEACON INTL EQUITY FUND | 2005-12 | PURCHASE | 2014-06 | $2,970 | $2,951 | $19 |
| AMERICAN BEACON INTL EQUITY FUND | 2005-12 | PURCHASE | 2014-06 | $743 | $739 | $4 |
| AMERICAN BEACON INTL EQUITY FUND | 2006-12 | PURCHASE | 2014-06 | $1,022 | $1,153 | -$131 |
| AMERICAN BEACON INTL EQUITY FUND | 2006-12 | PURCHASE | 2014-06 | $1,524 | $1,721 | -$197 |
| AMERICAN BEACON INTL EQUITY FUND | 2006-12 | PURCHASE | 2014-06 | $3,629 | $4,097 | -$468 |
| AMERICAN BEACON INTL EQUITY FUND | 2007-12 | PURCHASE | 2014-06 | $1,592 | $1,722 | -$130 |
| ACTAVIS PLC | 2014-11 | DONATION | 2014-11 | $14,862 | $13,716 | $1,146 |
| ACTAVIS PLC | 2014-11 | DONATION | 2014-11 | $6,635 | $6,097 | $538 |
| GOOGLE INC CL C NONVOTING | 2014-11 | DONATION | 2014-11 | $7,989 | $8,159 | -$170 |
| GOOGLE INC CL C NONVOTING | 2014-11 | DONATION | 2014-11 | $13,316 | $13,610 | -$294 |
| GOOGLE INC CL A VOTING | 2014-11 | DONATION | 2014-11 | $18,997 | $19,389 | -$392 |
| GOOGLE INC CL A VOTING | 2014-11 | DONATION | 2014-11 | $13,569 | $13,880 | -$311 |
| MASTERCARD INC | 2014-11 | DONATION | 2014-11 | $13,488 | $13,475 | $13 |
| MASTERCARD INC | 2014-11 | DONATION | 2014-11 | $13,488 | $13,451 | $37 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAIEX | $18,164 | $18,803 |
| SPWYX | $5,205 | $5,030 |
| AQMIX | $18,287 | $20,481 |
| CLSIX | $10,011 | $10,334 |
| PSGIX | ||
| CRIMX | $36,113 | $39,392 |
| DODFX | $10,218 | $9,682 |
| IGLIX | $7,769 | $9,368 |
| PTTRX | ||
| VIGSX | ||
| VFSUX | $98,224 | $97,493 |
| VVISX | ||
| VIFSX | ||
| VVIAX | $7,795 | $11,615 |
| VFIAX | $36,899 | $65,626 |
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 | $50,311 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| SCHWAB MANAGEMENT FEES | $6,928 | $6,928 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX PAID | $32 |
| FOREIGN TAX WITHHELD FROM DIVIDE |
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