GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-18
- IRS object ID
- 202513229349100301
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-18T00:09:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 844073420 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLOR NOLD KENNEY & MITCHELL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 N MAIN ST | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 S WETZEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUSS | BusinessNameControlTxt |
| Phone | 6608851550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 SOUTH 8TH STREET | 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 | PRESIDENT | PersonTitleTxt |
| Phone | 6608851550 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MINDY NOLD | PreparerPersonNm |
| PTIN | P01723072 | PTIN |
| Phone | 6608856996 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $270,199 | 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 | $58,052 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $97 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $97 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,075 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,075 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $267,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,653 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $20 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $99,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,825 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,192 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $130 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $903 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,153 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,642 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,642 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,153 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$106,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,672 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,192 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,877 | CashBOYAmt |
| Cash EOY | $74,176 | CashEOYAmt |
| Cash EOYFMV | $74,176 | CashEOYFMVAmt |
| Corporate Stock BOY | $228,698 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $196,023 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $239,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,229 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $270,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $239,575 | RetainedEarningBOYAmt |
| Retained Earning EOY | $132,229 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $239,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,229 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $239,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,229 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $239,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$106,048 | ExcessRevenueOverExpensesAmt |
| Subtotal | $133,527 | SubtotalAmt |
| Other Decreases | $1,298 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $132,229 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| SCHWAB - AMERICAN BEACON STEPHENS | P | 2024-01-26 | $503 | $573 | -$70 | -$70 | |
| SCHWAB - DIAMOND HILL SMALL-MID C | P | 2024-01-26 | $7,584 | $6,043 | $1,541 | $1,541 | |
| SCHWAB - DODGE & COX INTERNATIONAL | P | 2024-01-26 | $5,855 | $5,306 | $549 | $549 | |
| SCHWAB - US MC ETF | P | 2024-01-29 | $10,057 | $8,540 | $1,517 | $1,517 | 2022-06-13 |
| SCHWAB - INTERNATIONAL EQUITY ETF | P | 2024-01-29 | $34,980 | $30,636 | $4,344 | $4,344 | 2022-06-13 |
| SCHWAB - US DIVIDEND EQUITY EFT | P | 2024-01-29 | $109,899 | $96,297 | $13,602 | $13,602 | 2021-02-05 |
| SCHWAB - US LARGE CAP EFT | P | 2024-01-29 | $14,989 | $11,521 | $3,468 | $3,468 | 2022-06-13 |
| SCHWAB - US SMALL CAP EFT | P | 2024-01-29 | $5,005 | $4,281 | $724 | $724 | 2022-06-13 |
| SCHWAB - US MC EFT | P | 2024-04-24 | $35 | $15 | $20 | $20 | 2024-01-01 |
| SCHWAB - US MC EFT | P | 2024-04-24 | $9,573 | $8,011 | $1,562 | $1,562 | 2022-06-13 |
| SCHWAB - INTERNATIONAL EQUITY | P | 2024-04-24 | $23,711 | $20,282 | $3,429 | $3,429 | 2022-06-13 |
| SCHWAB - US DIVIDEND EQUITY EFT | P | 2024-04-24 | $18,422 | $16,188 | $2,234 | $2,234 | 2021-02-05 |
| SCHWAB - US LARGE CAP EFT | P | 2024-04-24 | $19,374 | $14,680 | $4,694 | $4,694 | 2022-06-13 |
| SCHWAB - US SMALL CAP EFT | P | 2024-04-24 | $7,626 | $6,587 | $1,039 | $1,039 | 2022-06-13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,653 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $20 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $551 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $551 | SubtotalAmt |
| Tax Based On Investment Income | $551 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $559 | 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 |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| 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 | IndividualWithBooksNm |
| Phone | 6608851550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 SOUTH 8TH 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 | ||||||||
| 1700 SOUTH 8TH STREET | CLINTON | MO | 64735 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| SUSIE HEARD WETZEL | ||||||||
| 1700 SOUTH 8TH 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 | $36,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,435 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $131,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $551 | TotalTaxAmt |
| Distributable Before Adj | $5,922 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,922 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,642 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $203,642 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,922 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $61,388 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,708 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,673 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $183,688 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $144,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $510,637 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,642 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $197,720 | RemainingDistriFromCorpusAmt |
| Total Corpus | $708,357 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $61,388 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $646,969 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,708 | ExcessFromYear4Amt |
| Excess From Year3 | $70,673 | ExcessFromYear3Amt |
| Excess From Year2 | $183,688 | ExcessFromYear2Amt |
| Excess From Year1 | $144,180 | ExcessFromYear1Amt |
| Excess From Current Year | $197,720 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIMEE KAISER MEMORIAL GOLF TOURNAME | ||||||||
| 1000 WATSON PKWY | CLINTON | MO | 64735 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 | ||
| ALABAMA NATIONAL ALUMNI ASSOCIATION | ||||||||
| 224 PAUL BRYANT DR | TUSCALOOSA | AL | 35401 | NONE | EDUCATIONAL | $150 | ||
| ALASKA VILLAGE MISSIONS | ||||||||
| 1295 MISSION RD | HOMER | AK | 99603 | NONE | RELIGIOUS MISSIONS | $1,000 | ||
| ANGEL TREE INC | ||||||||
| 219 SOUTH MAIN ST | CLINTON | MO | 64735 | NONE | COMMUNITY WELFARE | $1,000 | ||
| BOY SCOUTS OF AMERICA | ||||||||
| 1325 W WALNUT HILL LANE | IRVING | TX | 75035 | NONE | YOUTH SUPPORT | $6,500 | ||
| CHART | ||||||||
| 1100 SOUTH 7TH ST | CLINTON | MO | 64735 | NONE | COMMUNITY HEALTH | $250 | ||
| CLINTON METHODIST CHURCH | ||||||||
| 601 SOUTH 4TH STREET | CLINTON | MO | 64735 | NONE | RELIGIOUS | $8,937 | ||
| CLINTON ARTS COUNCIL | ||||||||
| PO BOX 314 | CLINTON | MO | 64735 | NONE | PROMOTION OF ARTS | $100 | ||
| CLINTON CHAMBER OF COMMERCE | ||||||||
| 200 SOUTH MAIN STREET | CLINTON | MO | 64735 | NONE | COMMUNITY SUPPORT | $1,100 | ||
| CLINTON BOOSTER CLUB | ||||||||
| 701 S 8TH ST | CLINTON | MO | 64735 | NONE | EDUCATION | $500 | ||
| COMMUNITY FOUNDATION OF THE OZARKS | ||||||||
| 425 E TRAFFICWAY ST | SPRINGFIELD | MO | 65806 | NONE | COMMUNITY SUPPORT | $1,000 | ||
| EDUCATION FDTN FOR CLINTON STUDENTS | ||||||||
| 701 SOUTH 8TH ST | CLINTON | MO | 64735 | NONE | EDUCATIONAL | $12,500 | ||
| GABBY GIRLS SCHOLARSHIP | ||||||||
| PO BOX 423 | CLINTON | MO | 64735 | NONE | EDUCATIONAL SCHOLARSHIP | $100 | ||
| GOLDEN VALLEY MEMORIAL HOSP FDTN | ||||||||
| 1600 NORTH SECOND ST | CLINTON | MO | 64735 | NONE | HEALTH AWARENESS | $152,100 | ||
| HAITIAN CHRISTIAN MISSION | ||||||||
| PO BOX 880808 | BOCA RATON | FL | 33488 | NONE | RELIGIOUS | $100 | ||
| HENRY COUNTY MEMORY FUND | ||||||||
| PO BOX 741 | CLINTON | MO | 64735 | NONE | HEALTH AWARENESS | $1,000 | ||
| HIGGINS BROS SURGICENTER FOR HOPE | ||||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | NONE | HEALTH AWARENESS | $2,000 | ||
| HOLY ROSARY SCHOOL | ||||||||
| 400 EAST WILSON ST | CLINTON | MO | 64735 | NONE | EDUCATIONAL | $1,000 | ||
| JUNIOR BOARD OF SHELTERING ARMS | ||||||||
| 2000 WILKES RIDGE DR | RICHMOND | VA | 23233 | NONE | HEALTH AWARENESS | $400 | ||
| KANSAS CITY PBS | ||||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | YOUTH EDUCATION | $500 | ||
| MAP INTERNATIONAL | ||||||||
| 4700 GLYNCO PKWY | BRUNSWICK | GA | 31525 | NONE | HEALTH AWARENESS | $500 | ||
| MISSOURI GIRLS TOWN FOUNDATION | ||||||||
| 8548 JADE RD | KINGDOM CITY | MO | 65262 | NONE | YOUTH SUPPORT | $150 | ||
| NELSON-ATKINS ART MUSEUM | ||||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | EDUCATIONAL | $125 | ||
| POWELL GARDENS | ||||||||
| 1609 NW US HWY 50 | KINGSVILLE | MO | 64061 | NONE | EDUCATIONAL | $100 | ||
| SAGRADA SCHOLARSHIP BIBLE CAMP | ||||||||
| 33495 SAGRADA BEACH RD | LINCOLN | MO | 65338 | NONE | RELIGIOUS YOUTH EDUCATION | $500 | ||
| SHOW-ME CHRISTIAN YOUTH HOME | ||||||||
| 24302 MAHIN RD | LAMONTE | MO | 65337 | NONE | RELIGIOUS EDUCATION | $500 | ||
| ST PAUL SCHOOL OF THEOLOGY | ||||||||
| 13720 ROE AVE | LEAWOOD | KS | 66224 | NONE | RELIGIOUS EDUCATION | $1,000 | BUILDING C | |
| THE RAINBOW NETWORK | ||||||||
| 2840 EAST CHESTNUT EXPY | SPRINGFIELD | MO | 65802 | NONE | RELIGIOUS EDUCATION & WELFARE | $360 | ||
| THE ROTARY FOUNDATION | ||||||||
| 200 W FRANKLIN | CLINTON | MO | 64735 | NONE | COMMUNITY SUPPORT | $500 | ||
| THE ST CHRISTOPHER'S FUND | ||||||||
| 711 SAINT CHRISTOPHERS RD | RICHMOND | VA | 23226 | NONE | RELIGIOUS EDUCATION | $500 | ||
| UCM ALUMNI FOUNDATION | ||||||||
| PO BOX 800 | WARRENSBURG | MO | 64093 | NONE | EDUCATIONAL | $120 | ||
| VETERANS FRIENDS & NEIGHBORS | ||||||||
| 1400 EAST OHIO ST | CLINTON | MO | 64735 | NONE | HEALTH AWARENESS | $500 | ||
| WESTMINSTER COLLEGE | ||||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | NONE | RELIGIOUS EDUCATION | $1,250 | ||
| SIGMA ALPHA EPSILON FOUNDATION | ||||||||
| 1856 SHERIDAN ROAD | EVANSTON | IL | 60201 | NONE | EDUCATIONAL | $1,000 | ||
| ARBOR DAY FOUNDATION | ||||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | NONE | ENVIRONMENTAL | $150 | ||
| CARE | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | RELIGIOUS EDUCATION & WELFARE | $500 | ||
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | YOUTH SUPPORT | $1,000 | ||
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | HEALTH AWARENESS | $100 | ||
| HENRY COUNTY HEALTH CENTER | ||||||||
| 111 N 3RD ST | CLINTON | MO | 64735 | NONE | HEALTH AWARENESS | $500 | ||
| CLINTON CHRISTIAN CHURCH | ||||||||
| 1201 E OHIO | CLINTON | MO | 64735 | NONE | RELIGIOUS | $100 | ||
| CHS PROJECT AFTER PROM | ||||||||
| 701 S 8TH STREET | CLINTON | MO | 64735 | NONE | YOUTH SUPPORT | $200 | ||
| NATIONAL FIRE SAFETY COUNCIL | ||||||||
| PO BOX 378 | MICHIGAN CENTER | MI | 49254 | NONE | YOUTH SUPPORT | $100 | ||
| BIG BROTHERS BIG SISTERS | ||||||||
| PO BOX 183 | CLINTON | MO | 64735 | NONE | YOUTH SUPPORT | $2,500 | OF HENRY COUNTY | |
| THE PEDIATRIC PLACE | ||||||||
| 210 S 2ND ST | CLINTON | MO | 64735 | NONE | YOUTH SUPPORT | $225 | ||
| HENRY COUNTY MUSEUM | ||||||||
| 211 W FRANKLIN ST | CLINTON | MO | 64735 | NONE | COMMUNITY AWARENESS | $100 | ||
| CLINTON POLICE OFFICERS ASSOCIATION | ||||||||
| 243 NW 40TH RD | CLINTON | MO | 64735 | NONE | COMMUNITY AWARENESS | $100 | ||
| REMEMBER TO DREAM THERAPEUTIC RIDIN | ||||||||
| 25388 HWY 52 | COLE CAMP | MO | 65324 | NONE | YOUTH HEALTH | $100 | ||
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | NONE | NATURE PRESERVATION | $25 | ||
| CLINTON ELKS LODGE | ||||||||
| 115 W FRANKLIN ST | CLINTON | MO | 64735 | NONE | YOUTH SCHOLARSHIP | $100 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,642 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,075 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $38,653 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,172 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,653 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,825 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STSIX | ||
| DHMIX | ||
| DODFX | ||
| SCHA | ||
| SCHD | ||
| SCHF | ||
| SCHM | ||
| SCHX | ||
| GOOGL | $6,423 | $44,486 |
| AAPL | $418 | $2,504 |
| AMAT | $4,667 | $16,263 |
| BX | $10,333 | $18,966 |
| CPRT | $5,485 | $11,478 |
| DHI | $5,414 | $22,371 |
| FICO | $9,771 | $27,873 |
| MSFT | $8,796 | $16,860 |
| URI | $6,746 | $35,222 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCT EXPENSES | Desc |
| Amt | $1,298 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADVISOR FEES | $903 | $903 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| LICENSES | |
| FEDERAL EXCISE TAX | $130 |
| FOREIGN TAX PAID |
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