GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-03
- IRS object ID
- 201331239349100313
- Schema version
- 2012v2.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-03T11:49:35-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGDON & HALE CPA'S PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431801574 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GUS WETZEL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WETZ | NameControl |
| Phone | 6608855124 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GUS S WETZEL | Name |
| Title | OFFICER | Title |
| Phone | 6608855124 | Phone |
| Date Signed | 2013-03-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN A KEECH | Name |
| Phone | 9138317000 | Phone |
| Date Prepared | 2013-04-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 401606 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2800 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 451 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 451 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10958 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10958 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -2836 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 104767 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2405 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 11373 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13814 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 912 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 663 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 400 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 3240 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3240 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 5728 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4552 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42812 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42812 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 48540 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4552 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 42812 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -37167 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9262 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 57115 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 45737 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 45737 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 317148 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 291359 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 305887 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 50000 | InvestmentsOtherBOY |
| Investments Other EOY | 50000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 49982 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 424263 | TotalAssetsBOY |
| Total Assets EOY | 387096 | TotalAssetsEOY |
| Total Assets EOYFMV | 401606 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 424263 | CapitalStockBOY |
| Retained Earnings EOY | 387096 | RetainedEarningsEOY |
| Total Net Assets BOY | 424263 | TotalNetAssetsBOY |
| Total Net Assets EOY | 387096 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 424263 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 387096 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 424263 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -37167 | ExcessOfRevenueOverExpenses |
| Subtotal | 387096 | Subtotal |
| Total Net Assets Fund Balances EOY | 387096 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2405 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48945 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 436532 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.112122 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 64681 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 402046 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.160880 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 52968 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 355412 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.149033 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 54202 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 478901 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.113180 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 65902 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 571885 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.115236 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.650451 | TotalDistributionRatio |
| Average Distribution Ratio | 0.130090 | AverageDistributionRatio |
| Net Noncharitable Assets | 405395 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 52738 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 93 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 52831 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 42812 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 185 | InvestmentIncomeExciseTax |
| Subtotal | 185 | Subtotal |
| Tax Based On Investment Income | 185 | TaxBasedOnInvestmentIncome |
| Tax Due | 185 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GUS S WETZEL II | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6608855124 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 360276 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 51293 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 411569 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 411569 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6174 | CashDeemedCharitable |
| Net Noncharitable Assets | 405395 | NetNoncharitableAssets |
| Minimum Investment Return | 20270 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 20270 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 185 | TaxBasedOnInvestmentIncome |
| Total Tax | 185 | TotalTax |
| Distributable Amount Before Adj | 20085 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 20085 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 20085 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 42812 | ExpensesAndContributions |
| Qualifying Distributions | 42812 | QualifyingDistributions |
| Adj Qualifying Distributions | 42812 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 20085 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 38014 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 30823 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 35361 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 44867 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 27380 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 176445 | TotalExcessDistriCarryover |
| Qualifying Distributions | 42812 | QualifyingDistributions |
| Applied To Current Year | 20085 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 22727 | RemainingDistriFromCorpus |
| Total Corpus | 199172 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 38014 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 161158 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 30823 | ExcessFromYear4 |
| Excess From Year3 | 35361 | ExcessFromYear3 |
| Excess From Year2 | 44867 | ExcessFromYear2 |
| Excess From Year1 | 27380 | ExcessFromYear1 |
| Excess From Current Year | 22727 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GUS S WETZEL II | ContributingManager |
| Contributing Manager | SUSAN H WETZEL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||
| 2400 BLUFF CREEK DRIVE | COLUMBIA | MO | 65201 | CHARITABLE | $100 |
| BOY SCOUTS OF AMERICA | |||||
| 10210 HOLMES ROAD | KANSAS CITY | MO | 64131 | CIVIC | $1,000 |
| CLINTON ARTS COUNCIL | |||||
| 203 WEST FRANKLIN ST | CLINTON | MO | 64735 | CIVIC | $1,500 |
| CLINTON CHRISTIAN ACADEMY | |||||
| 271 WEST DIVISION ROAD | CLINTON | MO | 64735 | CHARITABLE | $500 |
| CLINTON SCOUT CENTER | |||||
| 808 AUGUSTA STREET | CLINTON | MO | 64735 | CIVIC | $3,200 |
| CLINTON UNITED METHODIST | |||||
| 601 SOUTH FOURTH STREET | CLINTON | MO | 64735 | CHARITABLE | $7,500 |
| DIFFA DESIGNA FOUNDATION | |||||
| PO BOX 10406 | KANSAS CITY | MO | 64171 | CULTURAL | $500 |
| EDUCATION FOUNDATION CLINTON STUDEN | |||||
| 701 S EIGHTH STREET | CLINTON | MO | 64735 | EDUCATIONAL | $2,650 |
| FIRST BAPTIST CHURCH | |||||
| 209 E JEFFERSON ST | CLINTON | MO | 64735 | CHARITABLE | $1,000 |
| GABBY GIRLS SCHOLARSHIP FUND | |||||
| 425 E TRAFFICWAY | SPRINGFIELD | MO | 65806 | EDUCATIONAL | $1,000 |
| GOLDEN VALLEY MEMORIAL HO | |||||
| 1600 NORTH SECOND | CLINTON | MO | 64735 | CIVIC | $4,662 |
| HERITAGE FOUNDATION | |||||
| 2901 W TRUMAN BLVD | JEFFERSON CITY | MO | 65109 | CIVIC | $500 |
| KCPT KANSAS CITY PUBLIC TELEVISION | |||||
| 125 E 31ST STREET | KANSAS CITY | MO | 64108 | CIVIC | $500 |
| MAP INTERNATIONAL | |||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | CHARITABLE | $750 |
| MISSOURI GAMMA SIGMA ALPHA EPSILON | |||||
| 315 W 5TH STREET | FULTON | MO | 652511754 | EDUCATIONAL | $100 |
| RED BIRD MISSION | |||||
| 70 QUEENDALE CENTER | BEVERLY | KY | 409139607 | CIVIC | $1,000 |
| SAC-OSAGE HOSPITAL FOUNDATION | |||||
| 700 GIESLER ROAD | OSCEOLA | MO | 647766279 | CIVIC | $100 |
| SAINT PAUL SCHOOL OF THEOLOGY | |||||
| 5123 E TRUMAN ROAD | KANSAS CITY | MO | 64127 | EDUCATIONAL | $1,000 |
| SAMARITAN CENTER | |||||
| 1310 E MCCARTY ST | JEFFERSON CITY | MO | 65101 | CIVIC | $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 | $250 |
| ST CATHERINE'S SCHOOL | |||||
| 6001 GROVE AVE | RICHMOND | VA | 23226 | EDUCATIONAL | $500 |
| ST SIMONS LAND TRUST | |||||
| PO BOX 24615 | ST SIMONS ISLAND | GA | 31522 | CIVIC | $1,000 |
| THE COLLEGIATE SCHOOL | |||||
| 103 N MOORELAND RD | RICHMOND | VA | 23229 | EDUCATIONAL | $500 |
| THE NELSON GALLERY FOUNDATION | |||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | CIVIC | $100 |
| TRUMAN LAKE COMMUNITY FOUNDATION | |||||
| PO BOX 463 | CLINTON | MO | 64735 | CIVIC | $2,000 |
| UNIVERSITY OF ALABAMA | |||||
| THE UNIVERSITY OF ALABAMA | TUSCALOOSA | AL | 35487 | EDUCATIONAL | $100 |
| UNIVERSITY OF CENTRAL MISSOURI | |||||
| PO BOX 800 | WARRENSBURG | MO | 64093 | EDUCATIONAL | $1,550 |
| WASHINGTON AND LEE UNIVERSITY | |||||
| 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | EDUCATIONAL | $1,000 |
| WESTMINSTER COLLEGE | |||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | EDUCATIONAL | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42812 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $451 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,958 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,405 | ExclusionAmount |
| Related Or Exempt Function Income | -5241 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,814 | ExclusionAmount |
| Related Or Exempt Function Income | -5241 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8573 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HIGDON & HALE, C.P.A.'S, P.C. | Category |
| Amount | $1,825 | Amount |
| Net Investment Income | 912 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| GUS S WETZEL II |
| SUSAN H WETZEL |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (92 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| AAIEX | 2001-05 | PURCHASE | 2012-10 | 10000 | 10380 | -380 |
| REACX | 1999-08 | PURCHASE | 2012-04 | 263 | 151 | 112 |
| REACX | 1999-09 | PURCHASE | 2012-04 | 452 | 245 | 207 |
| REACX | 1999-11 | PURCHASE | 2012-04 | 5573 | 3000 | 2573 |
| REACX | 1999-12 | PURCHASE | 2012-04 | 898 | 445 | 453 |
| REACX | 2000-03 | PURCHASE | 2012-04 | 376 | 201 | 175 |
| REACX | 2000-06 | PURCHASE | 2012-04 | 484 | 284 | 200 |
| REACX | 2000-09 | PURCHASE | 2012-04 | 443 | 278 | 165 |
| REACX | 2000-12 | PURCHASE | 2012-04 | 477 | 298 | 179 |
| REACX | 2001-03 | PURCHASE | 2012-04 | 299 | 191 | 108 |
| REACX | 2001-06 | PURCHASE | 2012-04 | 384 | 267 | 117 |
| REACX | 2001-09 | PURCHASE | 2012-04 | 573 | 382 | 191 |
| REACX | 2001-12 | PURCHASE | 2012-04 | 325 | 223 | 102 |
| REACX | 2002-03 | PURCHASE | 2012-04 | 221 | 163 | 58 |
| REACX | 2002-06 | PURCHASE | 2012-04 | 358 | 276 | 82 |
| REACX | 2002-09 | PURCHASE | 2012-04 | 407 | 288 | 119 |
| REACX | 2002-12 | PURCHASE | 2012-04 | 435 | 306 | 129 |
| REACX | 2003-03 | PURCHASE | 2012-04 | 215 | 153 | 62 |
| REACX | 2003-06 | PURCHASE | 2012-04 | 306 | 245 | 61 |
| REACX | 2003-09 | PURCHASE | 2012-04 | 302 | 261 | 41 |
| REACX | 2003-12 | PURCHASE | 2012-04 | 134 | 126 | 8 |
| REACX | 2003-12 | PURCHASE | 2012-04 | 27 | 26 | 1 |
| REACX | 2003-12 | PURCHASE | 2012-04 | 206 | 196 | 10 |
| REACX | 2004-03 | PURCHASE | 2012-04 | 88 | 89 | -1 |
| REACX | 2004-06 | PURCHASE | 2012-04 | 78 | 76 | 2 |
| REACX | 2004-09 | PURCHASE | 2012-04 | 107 | 114 | -7 |
| REACX | 2004-12 | PURCHASE | 2012-04 | 596 | 662 | -66 |
| REACX | 2004-12 | PURCHASE | 2012-04 | 942 | 1046 | -104 |
| REACX | 2004-12 | PURCHASE | 2012-04 | 218 | 244 | -26 |
| REACX | 2005-03 | PURCHASE | 2012-04 | 59 | 64 | -5 |
| REACX | 2005-06 | PURCHASE | 2012-04 | 57 | 68 | -11 |
| REACX | 2005-09 | PURCHASE | 2012-04 | 192 | 239 | -47 |
| REACX | 2005-12 | PURCHASE | 2012-04 | 1127 | 1310 | -183 |
| REACX | 2005-12 | PURCHASE | 2012-04 | 1534 | 1783 | -249 |
| REACX | 2005-12 | PURCHASE | 2012-04 | 182 | 212 | -30 |
| REACX | 2006-03 | PURCHASE | 2012-04 | 45 | 58 | -13 |
| REACX | 2006-06 | PURCHASE | 2012-04 | 204 | 255 | -51 |
| REACX | 2006-09 | PURCHASE | 2012-04 | 99 | 140 | -41 |
| REACX | 2006-12 | PURCHASE | 2012-04 | 1202 | 1688 | -486 |
| REACX | 2006-12 | PURCHASE | 2012-04 | 1872 | 2628 | -756 |
| REACX | 2006-12 | PURCHASE | 2012-04 | 163 | 224 | -61 |
| REACX | 2007-03 | PURCHASE | 2012-04 | 20 | 29 | -9 |
| REACX | 2007-06 | PURCHASE | 2012-04 | 203 | 269 | -66 |
| REACX | 2007-09 | PURCHASE | 2012-04 | 144 | 180 | -36 |
| REACX | 2007-12 | PURCHASE | 2012-04 | 2901 | 2951 | -50 |
| REACX | 2007-12 | PURCHASE | 2012-04 | 2910 | 2961 | -51 |
| REACX | 2007-12 | PURCHASE | 2012-04 | 348 | 333 | 15 |
| REACX | 2008-06 | PURCHASE | 2012-04 | 38 | 38 | |
| REACX | 2008-09 | PURCHASE | 2012-04 | 148 | 144 | 4 |
| REACX | 2008-12 | PURCHASE | 2012-04 | 660 | 320 | 340 |
| REACX | 2009-03 | PURCHASE | 2012-04 | 111 | 40 | 71 |
| REACX | 2009-06 | PURCHASE | 2012-04 | 326 | 149 | 177 |
| REACX | 2009-09 | PURCHASE | 2012-04 | 109 | 67 | 42 |
| REACX | 2009-12 | PURCHASE | 2012-04 | 148 | 99 | 49 |
| REACX | 2010-03 | PURCHASE | 2012-04 | 124 | 90 | 34 |
| REACX | 2010-06 | PURCHASE | 2012-04 | 45 | 34 | 11 |
| REACX | 2010-09 | PURCHASE | 2012-04 | 132 | 104 | 28 |
| REACX | 2010-12 | PURCHASE | 2012-04 | 113 | 94 | 19 |
| REACX | 2011-09 | PURCHASE | 2012-04 | 70 | 61 | 9 |
| REACX | 2011-12 | PURCHASE | 2012-04 | 335 | 311 | 24 |
| BBVA | 2010-04 | DONATION | 2012-10 | 808 | 1313 | -505 |
| BBVA | 2010-04 | DONATION | 2012-10 | 808 | 1313 | -505 |
| BBVA | 2010-04 | DONATION | 2012-10 | 808 | 1313 | -505 |
| BBVA | 2010-04 | DONATION | 2012-10 | 808 | 1313 | -505 |
| BBVA | 2010-04 | DONATION | 2012-10 | 1615 | 2626 | -1011 |
| BBVA | 2010-04 | DONATION | 2012-10 | 807 | 1313 | -506 |
| BBVA | 2010-04 | DONATION | 2012-10 | 4844 | 7878 | -3034 |
| BBVA | 2010-04 | DONATION | 2012-10 | 807 | 1313 | -506 |
| BBVA | 2010-04 | DONATION | 2012-10 | 807 | 1313 | -506 |
| BBVA | 2010-04 | DONATION | 2012-10 | 807 | 1313 | -506 |
| BBVA | 2010-04 | DONATION | 2012-10 | 807 | 1313 | -506 |
| BBVA | 2010-04 | DONATION | 2012-10 | 807 | 1313 | -506 |
| BBVA | 2010-04 | DONATION | 2012-10 | 807 | 1313 | -506 |
| BBVA | 2010-04 | DONATION | 2012-10 | 807 | 1313 | -506 |
| BBVA | 2010-04 | DONATION | 2012-10 | 3229 | 5252 | -2023 |
| BBVA | 2010-04 | DONATION | 2012-10 | 807 | 1313 | -506 |
| BBVA | 2010-04 | DONATION | 2012-10 | 807 | 1313 | -506 |
| BBVA | 2010-04 | DONATION | 2012-10 | 565 | 919 | -354 |
| VIFSX | 2001-03 | PURCHASE | 2012-04 | 20000 | 13981 | 6019 |
| VVISX | 1999-12 | PURCHASE | 2012-04 | 13808 | 14818 | -1010 |
| VVISX | 1999-12 | PURCHASE | 2012-04 | 216 | 217 | -1 |
| VVISX | 1999-12 | PURCHASE | 2012-04 | 913 | 916 | -3 |
| VVISX | 1999-12 | PURCHASE | 2012-04 | 1708 | 1715 | -7 |
| VVISX | 2000-03 | PURCHASE | 2012-04 | 177 | 181 | -4 |
| VVISX | 2000-03 | PURCHASE | 2012-04 | 795 | 813 | -18 |
| VVISX | 2000-03 | PURCHASE | 2012-04 | 110 | 113 | -3 |
| VVISX | 2000-06 | PURCHASE | 2012-04 | 210 | 208 | 2 |
| VVISX | 2000-09 | PURCHASE | 2012-04 | 202 | 208 | -6 |
| VVISX | 2000-12 | PURCHASE | 2012-04 | 231 | 228 | 3 |
| VVISX | 2000-12 | PURCHASE | 2012-04 | 354 | 349 | 5 |
| VVISX | 2000-12 | PURCHASE | 2012-04 | 990 | 977 | 13 |
| VVISX | 2001-03 | PURCHASE | 2012-04 | 285 | 263 | 22 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (12 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AAIEX | 40559 | 36431 |
| REACX | ||
| AQMIX | 20159 | 20994 |
| BBVA | ||
| PSGIX | 34053 | 29467 |
| CRIMX | 21792 | 27863 |
| IGLIX | 20823 | 22708 |
| PTTRX | 66341 | 66287 |
| VIGSX | 22395 | 11842 |
| VFSUX | 30585 | 30788 |
| VVISX | 13983 | 15866 |
| VIFSX | 20669 | 43641 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB INVESTMENT ACCOUNT | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 50000 | BookValue |
| EOYFMV | 49982 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| SCHWAB MANAGEMENT FEES | 3240 | 3240 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL EXCISE TAX PAID | $263 | |
| FOREIGN TAX WITHHELD FROM DIVIDE | $400 | 400 |
Comments