GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201441359349102334
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- 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 | 2014-05-15T16:37:29-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGDON & HALE CPA'S PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6310 LAMAR AVE STE 110 | AddressLine1 |
| City | OVERLAND PARK | City |
| State | KS | State |
| ZIP Code | 662024284 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CLINTON | City |
| State | MO | State |
| ZIP Code | 64735 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUS S WETZEL | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6608855124 | PhoneNum |
| Signature | 2014-04-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A KEECH | PreparerPersonNm |
| PTIN | P01254786 | PTIN |
| Phone | 9138317000 | PhoneNum |
| Preparation | 2014-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $365,021 | 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 | $263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $263 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,780 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $933 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $15,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,641 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,820 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $185 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,399 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,399 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,404 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,404 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,710 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,696 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,737 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$2,512 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$2,512 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $291,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $269,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $317,687 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,846 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $387,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $317,400 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $365,021 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $387,096 | RetainedEarningBOYAmt |
| Retained Earning EOY | $317,400 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $387,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $317,400 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $387,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $317,400 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $387,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,696 | ExcessRevenueOverExpensesAmt |
| Subtotal | $317,400 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $317,400 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,780 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,812 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $405,395 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105606 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,945 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $436,532 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.112122 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,681 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $402,046 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.160880 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,968 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $355,412 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.149033 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,202 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $478,901 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.113180 | DistributionYr5Rt |
| Total Distribution | 0.640821 | TotalDistributionRt |
| Average Distribution | 0.128164 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $341,313 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,744 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $32 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,776 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,710 | 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 | $32 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32 | SubtotalAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $32 | 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 | AddressLine1 |
| City | CLINTON | City |
| State | MO | State |
| ZIP Code | 64735 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $329,827 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $346,511 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $346,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $341,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32 | TotalTaxAmt |
| Distributable Before Adj | $17,034 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,034 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,034 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,710 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,710 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $32 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,678 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,034 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,823 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,361 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,867 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,380 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,727 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,158 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,710 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,034 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,676 | RemainingDistriFromCorpusAmt |
| Total Corpus | $220,834 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,823 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $190,011 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,361 | ExcessFromYear4Amt |
| Excess From Year3 | $44,867 | ExcessFromYear3Amt |
| Excess From Year2 | $27,380 | ExcessFromYear2Amt |
| Excess From Year1 | $22,727 | ExcessFromYear1Amt |
| Excess From Current Year | $59,676 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALTAMONT SCHOOL | |||||
| 4801 ALTAMONT ROAD SOUTH | BIRMINGHAM | AL | 35222 | EDUCATIONAL | $150 |
| ALZHEIMER'S ASSOCIATION | |||||
| 2400 BLUFF CREEK DRIVE | COLUMBIA | MO | 65201 | CHARITABLE | $100 |
| 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 MAIN STREET | |||||
| 200 S MAIN | CLINTON | MO | 64735 | CIVIC | $1,000 |
| CLINTON UNITED METHODIST CHURCH | |||||
| 601 SOUTH FOURTH STREET | CLINTON | MO | 64735 | CHARITABLE | $12,610 |
| COLLEGIATE SCHOOL | |||||
| 103 N MORELAND RD | RICHMOND | VA | 23229 | EDUCATIONAL | $500 |
| DIFFA DESIGNA FOUNDATION | |||||
| PO BOX 10406 | KANSAS CITY | MO | 64171 | CULTURAL | $500 |
| DOCTORS WITHOUT BORDERS | |||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | CIVIC | $100 |
| EDUCATION FOUNDATION CLINTON STUDEN | |||||
| 701 S EIGHTH STREET | CLINTON | MO | 64735 | EDUCATIONAL | $1,900 |
| GV MEMORIAL HEALTHCARE AUXILIARY | |||||
| 1600 NORTH SECOND | CLINTON | MO | 64735 | CIVIC | $500 |
| GOLDEN VALLEY MEMORIAL HOSPITAL | |||||
| 1600 NORTH SECOND | CLINTON | MO | 64735 | CIVIC | $200 |
| HOLY ROSARY CATHOLIC CHURCH | |||||
| 610 S 4TH ST | CLINTON | MO | 64735 | CIVIC | $1,000 |
| MAP INTERNATIONAL | |||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | CHARITABLE | $1,000 |
| POWELL GARDENS | |||||
| 1609 NW US HIGHWAY 50 | KINGSVILLE | MO | 64064 | EDUCATIONAL | $100 |
| RED BIRD MISSION | |||||
| 70 QUEENDALE CENTER | BEVERLY | KY | 409139607 | CIVIC | $500 |
| SEEKERS SUNDAY SCHOOL | |||||
| 601 S 4TH STREET | CLINTON | MO | 64735 | CHARITABLE | $1,000 |
| SHOW ME CHRISTIAN YOUTH HOME | |||||
| PO BOX 6 | LA MONTE | MO | 65337 | CIVIC | $500 |
| ST CATHERINE'S SCHOOL | |||||
| 6001 GROVE AVE | RICHMOND | VA | 23226 | EDUCATIONAL | $6,500 |
| ST PAUL SCHOOL OF THEOLOGY | |||||
| 5123 E TRUMAN ROAD | KANSAS CITY | MO | 64127 | EDUCATIONAL | $1,000 |
| ST SIMON'S LAND TRUST | |||||
| PO BOX 24615 | ST SIMONS ISLAND | GA | 31522 | CIVIC | $1,500 |
| THE HERITAGE FOUNDATION | |||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | CIVIC | $500 |
| TRUMAN LAKE COMMUNITY FOUNDATION | |||||
| PO BOX 463 | CLINTON | MO | 64735 | CIVIC | $2,100 |
| 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 | $22,000 |
| VMI-DEWITT WORRELL SCHOLARSHIP | |||||
| 304 LETCHER AVENUE | LEXINGTON | VA | 24450 | EDUCATIONAL | $250 |
| WASHINGTON AND LEE UNIVERSITY | |||||
| 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | EDUCATIONAL | $1,000 |
| WESTMINSTER COLLEGE | |||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | EDUCATIONAL | $17,000 |
| WILLIAM JEWELL COLLEGE | |||||
| 500 COLLEGE HILL | LIBERTY | MO | 64068 | EDUCATIONAL | $500 |
| WOUNDED WARRIOR PROJECT | |||||
| 4899 BELFORT ROAD SUITE | JACKSONVILLE | FL | 32256 | CHARITABLE | $1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,710 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,780 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,844 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| SETTLEMENT PROCEEDS | $433 |
| VOIDED CHECK | $500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,641 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,777 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,418 | 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 | $1,820 | Amt |
| Net Investment Income | $1,820 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| GUS S WETZEL II |
| SUSAN H WETZEL |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (73 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AMERICAN BEACON INTL EQUITY FUND | 2001-05 | PURCHASE | 2013-10 | $7,568 | $6,448 | $1,120 |
| AMERICAN BEACON INTL EQUITY FUND | 2001-12 | PURCHASE | 2013-10 | $1,082 | $775 | $307 |
| AMERICAN BEACON INTL EQUITY FUND | 2002-12 | PURCHASE | 2013-10 | $1,350 | $820 | $530 |
| BLACKROCK SMALL CAP GROWTH EQUITY | 2011-04 | PURCHASE | 2013-05 | $29,910 | $30,311 | -$401 |
| BLACKROCK SMALL CAP GROWTH EQUITY | 2011-12 | PURCHASE | 2013-05 | $767 | $664 | $103 |
| BLACKROCK SMALL CAP GROWTH EQUITY | 2011-12 | PURCHASE | 2013-05 | $95 | $79 | $16 |
| BLACKROCK SMALL CAP GROWTH EQUITY | 2011-12 | PURCHASE | 2013-05 | $1,989 | $1,668 | $321 |
| BLACKROCK SMALL CAP GROWTH EQUITY | 2011-12 | PURCHASE | 2013-05 | $1,588 | $1,332 | $256 |
| PIMCO TOTAL RETURN INST | 2010-11 | PURCHASE | 2013-10 | $23,333 | $25,000 | -$1,667 |
| PIMCO TOTAL RETURN INST | 2010-11 | PURCHASE | 2013-10 | $36 | $38 | -$2 |
| PIMCO TOTAL RETURN INST | 2010-12 | PURCHASE | 2013-10 | $366 | $366 | |
| PIMCO TOTAL RETURN INST | 2010-12 | PURCHASE | 2013-10 | $801 | $799 | $2 |
| PIMCO TOTAL RETURN INST | 2010-12 | PURCHASE | 2013-10 | $79 | $79 | |
| PIMCO TOTAL RETURN INST | 2011-01 | PURCHASE | 2013-10 | $65 | $66 | -$1 |
| PIMCO TOTAL RETURN INST | 2011-02 | PURCHASE | 2013-10 | $68 | $68 | |
| PIMCO TOTAL RETURN INST | 2011-03 | PURCHASE | 2013-10 | $70 | $71 | -$1 |
| PIMCO TOTAL RETURN INST | 2011-04 | PURCHASE | 2013-10 | $70 | $72 | -$2 |
| PIMCO TOTAL RETURN INST | 2011-05 | PURCHASE | 2013-10 | $33,244 | $33,920 | -$676 |
| PIMCO TOTAL RETURN INST | 2011-05 | PURCHASE | 2013-10 | $159 | $163 | -$4 |
| PIMCO TOTAL RETURN INST | 2011-06 | PURCHASE | 2013-10 | $159 | $162 | -$3 |
| PIMCO TOTAL RETURN INST | 2011-07 | PURCHASE | 2013-10 | $149 | $153 | -$4 |
| PIMCO TOTAL RETURN INST | 2011-08 | PURCHASE | 2013-10 | $141 | $144 | -$3 |
| PIMCO TOTAL RETURN INST | 2011-09 | PURCHASE | 2013-10 | $163 | $163 | |
| PIMCO TOTAL RETURN INST | 2011-10 | PURCHASE | 2013-10 | $160 | $162 | -$2 |
| PIMCO TOTAL RETURN INST | 2011-11 | PURCHASE | 2013-10 | $176 | $176 | |
| PIMCO TOTAL RETURN INST | 2011-12 | PURCHASE | 2013-10 | $356 | $356 | |
| PIMCO TOTAL RETURN INST | 2011-12 | PURCHASE | 2013-10 | $174 | $175 | -$1 |
| PIMCO TOTAL RETURN INST | 2012-01 | PURCHASE | 2013-10 | $161 | $166 | -$5 |
| PIMCO TOTAL RETURN INST | 2012-02 | PURCHASE | 2013-10 | $151 | $155 | -$4 |
| PIMCO TOTAL RETURN INST | 2012-03 | PURCHASE | 2013-10 | $187 | $192 | -$5 |
| PIMCO TOTAL RETURN INST | 2012-04 | PURCHASE | 2013-10 | $172 | $178 | -$6 |
| PIMCO TOTAL RETURN INST | 2012-05 | PURCHASE | 2013-10 | $190 | $198 | -$8 |
| PIMCO TOTAL RETURN INST | 2012-06 | PURCHASE | 2013-10 | $170 | $178 | -$8 |
| PIMCO TOTAL RETURN INST | 2012-07 | PURCHASE | 2013-10 | $136 | $144 | -$8 |
| PIMCO TOTAL RETURN INST | 2012-08 | PURCHASE | 2013-10 | $147 | $156 | -$9 |
| PIMCO TOTAL RETURN INST | 2012-09 | PURCHASE | 2013-10 | $118 | $126 | -$8 |
| PIMCO TOTAL RETURN INST | 2012-10 | PURCHASE | 2013-10 | $173 | $186 | -$13 |
| PIMCO TOTAL RETURN INST | 2012-11 | PURCHASE | 2013-10 | $178 | $191 | -$13 |
| PIMCO TOTAL RETURN INST | 2012-12 | PURCHASE | 2013-10 | $616 | $647 | -$31 |
| PIMCO TOTAL RETURN INST | 2012-12 | PURCHASE | 2013-10 | $839 | $881 | -$42 |
| PIMCO TOTAL RETURN INST | 2012-12 | PURCHASE | 2013-10 | $641 | $666 | -$25 |
| PIMCO TOTAL RETURN INST | 2012-12 | PURCHASE | 2013-10 | $141 | $146 | -$5 |
| PIMCO TOTAL RETURN INST | 2013-01 | PURCHASE | 2013-10 | $108 | $112 | -$4 |
| PIMCO TOTAL RETURN INST | 2013-02 | PURCHASE | 2013-10 | $121 | $126 | -$5 |
| PIMCO TOTAL RETURN INST | 2013-03 | PURCHASE | 2013-10 | $155 | $161 | -$6 |
| PIMCO TOTAL RETURN INST | 2013-04 | PURCHASE | 2013-10 | $182 | $191 | -$9 |
| PIMCO TOTAL RETURN INST | 2013-05 | PURCHASE | 2013-10 | $155 | $159 | -$4 |
| PIMCO TOTAL RETURN INST | 2013-06 | PURCHASE | 2013-10 | $110 | $109 | $1 |
| PIMCO TOTAL RETURN INST | 2013-07 | PURCHASE | 2013-10 | $135 | $135 | |
| PIMCO TOTAL RETURN INST | 2013-08 | PURCHASE | 2013-10 | $146 | $144 | $2 |
| PIMCO TOTAL RETURN INST | 2013-09 | PURCHASE | 2013-10 | $112 | $112 | |
| VANGUARD VAL IDX SIG | 2001-03 | PURCHASE | 2013-10 | $1,716 | $1,260 | $456 |
| VANGUARD VAL IDX SIG | 2001-03 | PURCHASE | 2013-10 | $229 | $168 | $61 |
| VANGUARD VAL IDX SIG | 2001-03 | PURCHASE | 2013-10 | $767 | $564 | $203 |
| VANGUARD VAL IDX SIG | 2001-06 | PURCHASE | 2013-10 | $262 | $201 | $61 |
| VANGUARD VAL IDX SIG | 2001-09 | PURCHASE | 2013-10 | $339 | $202 | $137 |
| VANGUARD VAL IDX SIG | 2001-12 | PURCHASE | 2013-10 | $323 | $218 | $105 |
| VANGUARD VAL IDX SIG | 2001-12 | PURCHASE | 2013-10 | $402 | $271 | $131 |
| VANGUARD VAL IDX SIG | 2002-03 | PURCHASE | 2013-10 | $260 | $179 | $81 |
| VANGUARD VAL IDX SIG | 2002-06 | PURCHASE | 2013-10 | $292 | $180 | $112 |
| VANGUARD VAL IDX SIG | 2002-09 | PURCHASE | 2013-10 | $419 | $206 | $213 |
| VANGUARD VAL IDX SIG | 2002-12 | PURCHASE | 2013-10 | $468 | $246 | $222 |
| VANGUARD VAL IDX SIG | 2003-03 | PURCHASE | 2013-10 | $360 | $183 | $177 |
| VANGUARD VAL IDX SIG | 2003-06 | PURCHASE | 2013-10 | $258 | $157 | $101 |
| VANGUARD VAL IDX SIG | 2003-09 | PURCHASE | 2013-10 | $478 | $290 | $188 |
| VANGUARD VAL IDX SIG | 2003-12 | PURCHASE | 2013-10 | $518 | $350 | $168 |
| VANGUARD VAL IDX SIG | 2004-03 | PURCHASE | 2013-10 | $390 | $267 | $123 |
| VANGUARD VAL IDX SIG | 2004-06 | PURCHASE | 2013-10 | $384 | $268 | $116 |
| VANGUARD VAL IDX SIG | 2004-09 | PURCHASE | 2013-10 | $419 | $297 | $122 |
| VANGUARD VAL IDX SIG | 2004-12 | PURCHASE | 2013-10 | $523 | $404 | $119 |
| VANGUARD VAL IDX SIG | 2005-03 | PURCHASE | 2013-10 | $396 | $300 | $96 |
| VANGUARD VAL IDX SIG | 2005-06 | PURCHASE | 2013-10 | $425 | $329 | $96 |
| VANGUARD VAL IDX SIG | 2005-09 | PURCHASE | 2013-10 | $370 | $287 | $83 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAIEX | $33,068 | $34,775 |
| AQMIX | $20,390 | $22,967 |
| PSGIX | ||
| CRIMX | $27,289 | $37,170 |
| IGLIX | $21,367 | $23,593 |
| PTTRX | ||
| VIGSX | $8,599 | $15,676 |
| VFSUX | $115,960 | $115,496 |
| VVISX | $7,541 | $10,262 |
| VIFSX | $35,698 | $57,748 |
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 | $49,846 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| SCHWAB MANAGEMENT FEES | $6,399 | $6,399 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| SETTLEMENT PROCEEDS | $433 |
| VOIDED CHECK | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAID | $185 | $185 |
| FOREIGN TAX WITHHELD FROM DIVIDE |
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