GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-07
- IRS object ID
- 201201599349100115
- Schema version
- 2011v1.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-07T16:40:43-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN A KEECH | Name |
| Phone | 9138317000 | Phone |
| Date Prepared | 2012-06-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 405006 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3047 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3047 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 8458 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8458 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4822 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 74895 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4822 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 90 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 16417 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16327 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1528 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 750 | AccountingFeesNetInvstIncm |
| Interest Rev And Expnss | 2 | InterestRevAndExpnss |
| Taxes Rev And Expnss | 621 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 621 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 1862 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1862 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 4013 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3233 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 48945 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 48945 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 52958 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3233 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 48945 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -36541 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13094 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 36428 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 57115 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 57115 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 316376 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 317148 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 297747 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 108000 | InvestmentsOtherBOY |
| Investments Other EOY | 50000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 50144 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 460804 | TotalAssetsBOY |
| Total Assets EOY | 424263 | TotalAssetsEOY |
| Total Assets EOYFMV | 405006 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 460804 | CapitalStockBOY |
| Capital Stock EOY | 424263 | CapitalStockEOY |
| Total Net Assets BOY | 460804 | TotalNetAssetsBOY |
| Total Net Assets EOY | 424263 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 460804 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 424263 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 460804 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -36541 | ExcessOfRevenueOverExpenses |
| Subtotal | 424263 | Subtotal |
| Total Net Assets Fund Balances EOY | 424263 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BANCO BILBAO VIZCAYA ARGENTARIA SPON | D | 2010-04-30 | 2011-04-28 | 33920 | 35057 | -1137 | -1137 |
| VANGUARD GROWTH INDEX SIGNAL | P | 2001-03-19 | 2011-09-19 | 10000 | 8125 | 1875 | 1875 |
| DREYFUS BOSTON SMALL CAP T/S EQ | P | 2003-12-03 | 2011-04-28 | 15382 | 12634 | 2748 | 2748 |
| DREYFUS BOSTON SMALL CAP T/S EQ | P | 2005-12-14 | 2011-04-28 | 2464 | 2413 | 51 | 51 |
| DREYFUS BOSTON SMALL CAP T/S EQ | P | 2005-12-14 | 2011-04-28 | 598 | 586 | 12 | 12 |
| DREYFUS BOSTON SMALL CAP T/S EQ | P | 2006-12-14 | 2011-04-28 | 5328 | 5058 | 270 | 270 |
| DREYFUS BOSTON SMALL CAP T/S EQ | P | 2006-12-14 | 2011-04-28 | 2524 | 2396 | 128 | 128 |
| DREYFUS BOSTON SMALL CAP T/S EQ | P | 2007-12-14 | 2011-04-28 | 2282 | 2162 | 120 | 120 |
| DREYFUS BOSTON SMALL CAP T/S EQ | P | 2007-12-17 | 2011-04-28 | 1733 | 1642 | 91 | 91 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4822 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 64681 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 402046 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.160880 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 52968 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 355412 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.149033 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 54202 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 478901 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.113180 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 65902 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 571885 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.115236 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 51803 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 533866 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.097034 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.635363 | TotalDistributionRatio |
| Average Distribution Ratio | 0.127073 | AverageDistributionRatio |
| Net Noncharitable Assets | 436532 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 55471 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 131 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55602 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 48945 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 262 | InvestmentIncomeExciseTax |
| Subtotal | 262 | Subtotal |
| Tax Based On Investment Income | 262 | TaxBasedOnInvestmentIncome |
| Tax Due | 262 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
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 |
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 | 420511 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 22669 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 443180 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 443180 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6648 | CashDeemedCharitable |
| Net Noncharitable Assets | 436532 | NetNoncharitableAssets |
| Minimum Investment Return | 21827 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21827 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 262 | TaxBasedOnInvestmentIncome |
| Total Tax | 262 | TotalTax |
| Distributable Amount Before Adj | 21565 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 21565 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 21565 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 48945 | ExpensesAndContributions |
| Qualifying Distributions | 48945 | QualifyingDistributions |
| Adj Qualifying Distributions | 48945 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21565 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 25804 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 38014 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 30823 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 35361 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 44867 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 174869 | TotalExcessDistriCarryover |
| Qualifying Distributions | 48945 | QualifyingDistributions |
| Applied To Current Year | 21565 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 27380 | RemainingDistriFromCorpus |
| Total Corpus | 202249 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 25804 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 176445 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 38014 | ExcessFromYear4 |
| Excess From Year3 | 30823 | ExcessFromYear3 |
| Excess From Year2 | 35361 | ExcessFromYear2 |
| Excess From Year1 | 44867 | ExcessFromYear1 |
| Excess From Current Year | 27380 | 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 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| 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 | |
| CHAPTER IU PEO | ||||||
| 3700 GRAND AVENUE | DES MOINES | IA | 50312 | CIVIC | $3,000 | |
| CLINTON ARTS COUNCIL | ||||||
| 203 WEST FRANKLIN ST | CLINTON | MO | 64735 | CIVIC | $450 | |
| CLINTON CHRISTIAN ACADEMY | ||||||
| 271 WEST DIVISION ROAD | CLINTON | MO | 64735 | CHARITABLE | $1,000 | |
| CLINTON SCOUT CENTER | ||||||
| 808 AUGUSTA STREET | CLINTON | MO | 64735 | CIVIC | $2,200 | |
| CLINTON UNITED METHODIST | ||||||
| 601 SOUTH FOURTH STREET | CLINTON | MO | 64735 | CHARITABLE | $10,500 | |
| DIFFA DESIGNA FOUNDATION | ||||||
| PO BOX 10406 | KANSAS CITY | MO | 64171 | CULTURAL | $500 | |
| GABBY GIRLS SCHOLARSHIP FUND | ||||||
| 425 E TRAFFICWAY | SPRINGFIELD | MO | 65806 | EDUCATIONAL | $1,000 | |
| GOLDEN VALLEY MEMORIAL HO | ||||||
| 1600 NORTH SECOND | CLINTON | MO | 64735 | CIVIC | $1,250 | |
| HERITAGE FOUNDATION | ||||||
| 2901 W TRUMAN BLVD | JEFFERSON CITY | MO | 65109 | CIVIC | $500 | |
| HOLY ROSARY CATHOLIC CHURCH | ||||||
| 610 S 4TH ST | CLINTON | MO | 64735 | CHARITABLE | $300 | |
| JEWELL FUND | ||||||
| 500 COLLEGE HILL | LIBERTY | MO | 64068 | EDUCATIONAL | $500 | |
| LAKESHORE FOUNDATION | ||||||
| 4000 RIDGEWAY DRIVE | BIRMINGHAM | AL | 35209 | CIVIC | $25 | |
| LIVING WATER INTERNATIONAL | ||||||
| PO BOX 35496 | HOUSTON | TX | 77235 | CHARITABLE | $1,000 | |
| MAP INTERNATIONAL | ||||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | CHARITABLE | $1,000 | |
| REMEMBER TO DREAM | ||||||
| 25388 HWY 52 | COLE CAMP | MO | 65325 | EDUCATIONAL | $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 | $3,000 | |
| SEEKERS SUNDAY SCHOOL | ||||||
| 601 S 4TH STREET | CLINTON | MO | 64735 | CHARITABLE | $1,700 | |
| SHOW ME CHRISTIAN YOUTH HOME | ||||||
| PO BOX 6 | LA MONTE | MO | 65337 | CIVIC | $500 | |
| ST SIMONS LAND TRUST | ||||||
| PO BOX 24615 | ST SIMONS ISLAND | GA | 31522 | CIVIC | $2,000 | |
| SUSAN G KOMEN FOUNDATION | ||||||
| 3301 W BROADWAY | COLUMBIA | MO | 65203 | CHARITABLE | $1,000 | SUITE C ROOM 503 |
| THE ALTAMONT SCHOOL | ||||||
| 4801 ALTAMONT ROAD SOUTH | BIRMINGHAM | AL | 35222 | EDUCATIONAL | $520 | |
| THE NELSON GALLERY FOUNDATION | ||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | CIVIC | $100 | |
| TRUMAN LAKE COMMUNITY FOUNDATION | ||||||
| PO BOX 463 | CLINTON | MO | 64735 | CIVIC | $1,500 | |
| UNITED WAY OF COASTAL GEORGIA | ||||||
| 3400 PARKWOOD DRIVE | BRUNSWICK | GA | 31520 | CHARITABLE | $100 | SUITE A 2ND FLOOR |
| UNIVERSITY OF ALABAMA | ||||||
| THE UNIVERSITY OF ALABAMA | TUSCALOOSA | AL | 35487 | EDUCATIONAL | $100 | |
| UNIVERSITY OF CENTRAL MISSOURI | ||||||
| PO BOX 800 | WARRENSBURG | MO | 64093 | EDUCATIONAL | $11,000 | |
| WESTMINSTER COLLEGE | ||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | EDUCATIONAL | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 48945 | 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 | $3,047 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,458 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,822 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $90 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,417 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16417 | 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 (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| HIGDON & HALE, C.P.A.'S, P.C. | $1,500 | 750 |
| $28 |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| GUS S WETZEL II |
| SUSAN H WETZEL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SCHWAB INVESTMENT ACCOUNT | NameOfStock |
| EOY Book Value | 317148 | EOYBookValue |
| EOYFMV | 297747 | EOYFMV |
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 | 50144 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| SCHWAB MANAGEMENT FEES | 1862 | 1862 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 90 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| SECRETARY OF STATE - REGISTRATIO | ||
| ESTIMATED EXCISE TAX ON INVESTME | ||
| EXISE TAX PAID | $144 | 144 |
| FOREIGN TAX WITHHELD FROM DIVIDE | $477 | 477 |
Comments