GUS S WETZEL FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GUS S WETZEL FAMILY FOUNDATION (EIN 43-1801574)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-10
- IRS object ID
- 201101619349100200
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-10T08:59:40-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 AVENUE SUITE 110 | AddressLine1 |
| City | OVERLAND PARK | City |
| State | KS | State |
| ZIP Code | 66202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | GUSW | 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 Wetzel | Name |
| Title | President | Title |
| Phone | 6608855124 | Phone |
| Date Signed | 2011-05-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John A Keech | Name |
| Phone | 9138317000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 453086 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 139361 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 14429 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14429 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -7303 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 87445 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 146487 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14429 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 850 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 410 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1591 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2851 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 64825 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 64825 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 67676 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 64825 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 78811 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14429 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1810 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 36428 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 36428 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 242183 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 316376 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 306868 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 138000 | InvestmentsOtherBOY |
| Investments Other EOY | 108000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 109790 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 381993 | TotalAssetsBOY |
| Total Assets EOY | 460804 | TotalAssetsEOY |
| Total Assets EOYFMV | 453086 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 381993 | CapitalStockBOY |
| Capital Stock EOY | 460804 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 381993 | TotalNetAssetsBOY |
| Total Net Assets EOY | 460804 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 381993 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 460804 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 381993 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 78811 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 460804 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 460804 | 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 |
|---|---|---|---|---|---|---|---|
| 599 Banco Bilbao Vizcaya Argentaria Spons ADR | D | 2008-07-25 | 2010-05-21 | 6280 | 7883 | -1603 | -1603 |
| 569 Banco Bilbao Vizcaya Argentaria Spons ADR | D | 2009-05-05 | 2010-05-21 | 5965 | 7488 | -1523 | -1523 |
| 113 Banco Bilbao Vizcaya Argentaria Spons ADR | D | 2009-05-05 | 2010-05-21 | 1185 | 1487 | -302 | -302 |
| 1115 Banco Bilbao Vizcaya Argentaria Spons ADR | D | 2010-04-30 | 2010-05-21 | 11689 | 14640 | -2951 | -2951 |
| 2875 Banco Bilbao Vizcaya Argentaria Spons ADR | D | 2010-04-30 | 2010-10-27 | 37326 | 37749 | -423 | -423 |
| 104.676 Dreyfus/Bstn Small Cap | P | 2001-02-12 | 2010-01-19 | 3226 | 3995 | -769 | -769 |
| 219.806 Dreyfus/Bstn Small Cap | P | 2003-12-03 | 2010-01-19 | 6774 | 7386 | -612 | -612 |
| 220.720 CRM Mid Cap Value Instl | P | 2002-05-02 | 2010-01-19 | 5000 | 3999 | 1001 | 1001 |
| 609.119 American Beacon IntlEq Ins | P | 2001-05-01 | 2010-01-19 | 10000 | 10121 | -121 | -121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -7303 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 52968 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 355412 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.149033 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 54202 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 478901 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.113180 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 65902 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 571885 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.115236 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 51803 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 533866 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.097034 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 39806 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 555798 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.071620 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.546103 | TotalDistributionRatio |
| Average Distribution Ratio | 0.109221 | AverageDistributionRatio |
| Net Noncharitable Assets | 402046 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 43912 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 144 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 44056 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 64825 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 144 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 144 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 144 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 238 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 238 | TotalCreditsAndPayments |
| Overpayment | 94 | Overpayment |
| Amount Credited To Next Year | 94 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MO | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | 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 | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 | 2.00 | 0 | 0 | 0 |
| Susan H Wetzel | ||||||||
| 1700 South Eighth Street | Clinton | MO | 64735 | Secretary | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 389619 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18550 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 408169 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 408169 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6123 | CashDeemedCharitable |
| Net Noncharitable Assets | 402046 | NetNoncharitableAssets |
| Minimum Investment Return | 20102 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 20102 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 144 | TaxBasedOnInvestmentIncome |
| Total Tax | 144 | TotalTax |
| Distributable Amount Before Adj | 19958 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19958 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19958 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 64825 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 64825 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 144 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 64681 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19958 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 12412 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 25804 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 38014 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 30823 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 35361 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 142414 | TotalExcessDistriCarryover |
| Qualifying Distributions | 64825 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19958 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 44867 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 187281 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 12412 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 174869 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 25804 | ExcessFromYear4 |
| Excess From Year3 | 38014 | ExcessFromYear3 |
| Excess From Year2 | 30823 | ExcessFromYear2 |
| Excess From Year1 | 35361 | ExcessFromYear1 |
| Excess From Current Year | 44867 | 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 |
|---|---|---|---|---|---|
| Boy Scouts of America | |||||
| 10210 Holmes Road | Kansas City | MO | 64131 | Civic | $2,600 |
| Clinton Christian Academy | |||||
| 271 West Division Road | Clinton | MO | 64735 | Charitable | $1,000 |
| Clinton United Methodist Church | |||||
| 601 South Fourth Street | Clinton | MO | 64735 | Charitable | $8,800 |
| Diffa Designa Foundation | |||||
| 200 Lexington Avenue | New York | NY | 10016 | Cultural | $1,000 |
| Golden Valley Memorial Hospital | |||||
| 1600 North Second | Clinton | MO | 64735 | Civic | $1,175 |
| MAP International | |||||
| 4700 Glynco Parkway | Brunswick | GA | 31525 | Charitable | $1,500 |
| Pembroke Hill School | |||||
| 5121 State Line Road | Kansas City | MO | 64112 | Educational | $500 |
| Red Bird Mission | |||||
| 70 Queendale Center | Beverly | KY | 40913 | Charitable | $1,500 |
| Samaritan Center | |||||
| 209 S Center St | Clinton | MO | 64735 | Charitable | $6,400 |
| Seekers Sunday School | |||||
| 610 South 4th Street | Clinton | MO | 64735 | Charitable | $3,900 |
| Show Me Christian Youth Home | |||||
| PO Box 6 | La Monte | MO | 65337 | Charitable | $1,500 |
| St Simons Land Trust | |||||
| PO Box 24615 | St Simons Island | GA | 31522 | Civic | $1,000 |
| The University of Central Missouri | |||||
| PO Box 800 | Warrensburg | MO | 64093 | Educational | $11,500 |
| Truman Lake Community Foundation | |||||
| PO Box 463 | Clinton | MO | 64735 | Civic | $6,000 |
| Westminster College | |||||
| 501 Westminster Ave | Fulton | MO | 65251 | Educational | $1,000 |
| William Jewell College | |||||
| 500 College Hill | Liberty | MO | 64068 | Educational | $2,000 |
| American Cancer Society | |||||
| 1100 Pennsylvania Ave | Kansas City | MO | 64105 | Charitable | $1,000 |
| CARE | |||||
| 210 S 2nd St | Clinton | MO | 647352104 | Civic | $500 |
| Clinton Arts Council | |||||
| PO Box 314 | Clinton | MO | 64735 | Civic | $500 |
| Door of Hope | |||||
| 205 S Washington St | Clinton | MO | 647352072 | Civic | $500 |
| Education Foundation for Clinton Students | |||||
| 701 S 8th St | Clinton | MO | 647352901 | Educational | $1,500 |
| First Christian Church | |||||
| 1201 E Ohio | Clinton | MO | 647352459 | Charitable | $100 |
| Girl Scouts of America | |||||
| 420 Fifth Avenue | New York | NY | 100182798 | Civic | $1,000 |
| Henry County Library | |||||
| 123 E Green St | Clinton | MO | 647351586 | Civic | $250 |
| Henry County Museum | |||||
| 203 W Franklin | Clinton | MO | 64735 | Civic | $1,000 |
| Missouri Annual Conference | |||||
| 3601 Amron Court | Columbia | MO | 65202 | Charitable | $5,000 |
| Immaculate Conception Church | |||||
| 206 W 6th St | Montrose | MO | 64770 | Charitable | $100 |
| Tony Komer Foundation | |||||
| PO Box 572 | Clinton | MO | 64735 | Charitable | $500 |
| Versailes United Methodist Church | |||||
| 210 N Monroe St | Versailles | MO | 65084 | Charitable | $1,000 |
| Allen Street Baptist Church | |||||
| 210 W Allen St | Clinton | MO | 647352650 | Charitable | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 64825 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,429 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -7303 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal Excise Tax Refund | Description |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $14,429 | ExclusionAmount |
| Related Or Exempt Function Income | -7303 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7126 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumber |
| Relationship Statement | Refund of excess excise tax deducted in prior year | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | Susie Wetzel Trust | 1700 S 8th Street | Clinton | MO | 64735 | 122503 | X |
| 2 | Gus Susie Wetzel | 1700 S 8th Street | Clinton | MO | 64735 | 16858 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 9330.000 Shares of Banco Bilbao Vizcaya Argentaria Spons ADR | 122503 | 2010-04-29 |
| 2 | 1281.000 Shares of Banco Bilbao Vizcaya Argentaria Spons ADR | 16858 | 2010-04-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Higdon & Hale, C.P.A.'s, P.C. | Category |
| Amount | $850 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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 | 316376 | EOYBookValue |
| EOYFMV | 306868 | 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 | 108000 | BookValue |
| EOYFMV | 109790 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Schwab management fees | Description |
| Revenue And Expenses Per Books | 1591 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Secretary of State - Registration | $38 | 0 | 0 |
| Estimated excise tax on investment income | $370 | 0 | 0 |
| Exise Tax Paid | $2 | 0 | 0 |
Comments