RISDAL FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RISDAL FAMILY FOUNDATION (EIN 46-1534883)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-01
- IRS object ID
- 202641529349100019
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-01T15:38:38-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431189134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT ROBINSON AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 S BLACKMAN RD STE D | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 658092809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461534883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISDAL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RISD | BusinessNameControlTxt |
| Phone | 4178838739 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2733 E BATTLEFIELD ST 354 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON M RISDAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4178838739 | PhoneNum |
| Signature | 2026-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J HELM CPA | PreparerPersonNm |
| PTIN | P01401872 | PTIN |
| Phone | 4178870585 | PhoneNum |
| Preparation | 2026-05-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,394,264 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $759,438 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $62,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,625 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $62,625 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $965,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,147,539 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $150,870 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,787,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,495 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $62,625 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,250 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,781 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,781 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,031 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $242,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $242,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,031 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,540,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $208,464 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,625 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,778 | CashBOYAmt |
| Cash EOY | $111,675 | CashEOYAmt |
| Cash EOYFMV | $111,675 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,824,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,100,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,100,146 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,220,029 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,182,443 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,182,443 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,146,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,394,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,394,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,146,604 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,394,264 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,146,604 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,394,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,146,604 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,394,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,146,604 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,540,223 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,686,827 | SubtotalAmt |
| Other Decreases | $292,563 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,394,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $150,870 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,898 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,898 | SubtotalAmt |
| Tax Based On Investment Income | $2,898 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $978 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,898 | TotalPaymentsAndCreditsAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J HELM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4178870585 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 S BLACKMAN RD | AddressLine1Txt |
| Address Line2 | STE D | AddressLine2Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JON M RISDAL | |||||||||
| 4169 E CANYON DRIVE | SPRINGFIELD | MO | 65809 | PRESIDENT | 000.00 | $0 | $0 | $0 | |
| DAVID J RISDAL | |||||||||
| 10423 HARNWELL CROSSING | SPRING | TX | 77379 | VICE PRESIDE | 000.00 | $0 | $0 | $0 | |
| KATHY A RISDAL | |||||||||
| 4169 E CANYON | SPRINGFIELD | MO | 65809 | SECRETARY | 000.00 | $0 | $0 | $0 | |
| ROBERT J HELM | |||||||||
| 2305 S BLACKMAN ROAD | SPRINGFIELD | MO | 65809 | TREASURER | 000.00 | $0 | $0 | $0 | STE D |
| MICHELLE RISDAL BARNES | |||||||||
| 2851 S NATURAL BRIDGE DRIVE | SPRINGFIELD | MO | 65809 | VICE PRESIDE | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,833,695 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,935,824 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,935,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,861,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,898 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,898 | TotalTaxAmt |
| Distributable Before Adj | $240,191 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $240,191 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $240,191 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $242,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,191 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,987 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,454 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,421 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $129,262 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $394,420 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $593,544 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $240,191 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,809 | RemainingDistriFromCorpusAmt |
| Total Corpus | $595,353 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,987 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $591,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,454 | ExcessFromYear4Amt |
| Excess From Year3 | $57,421 | ExcessFromYear3Amt |
| Excess From Year2 | $129,262 | ExcessFromYear2Amt |
| Excess From Year1 | $394,420 | ExcessFromYear1Amt |
| Excess From Current Year | $1,809 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT J HELM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 S BLACKMAN ROAD | AddressLine1Txt |
| Address Line2 | STE D | AddressLine2Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4178870585 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOT APPLICABLE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NATURE CONSERVANCY OF MO | ||||||
| 2816 SUTTON BLVD | ST LOUIS | MO | 63143 | NC | MISSOURI TSTEE MATCHING PROG. | $5,000 |
| COUNCIL OF CHURCHES | ||||||
| 627 N GLENSTONE AVE | SPRINGFIELD | MO | 65802 | PC | AMBASSADORS FOR CHILDREN, CROSSLINES | $30,000 |
| PTSD FOUNDATION OF AMERICA | ||||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | NC | CHARITY | $5,000 |
| CASA OF SW MISSOURI | ||||||
| 1111 S GLENSTONE AVE | SPRINGFIELD | MO | 65804 | PC | CHARITY | $5,000 |
| MO PRAIRIE FOUNDATION | ||||||
| PO BOX 200 | COLUMBIA | MO | 65205 | NC | CHARITY | $2,000 |
| KSMU | ||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | NC | CHARITY | $5,000 |
| OZARKS PUBLIC TELEVISION | ||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | PC | CHARITY | $5,000 |
| CARE ANIMAL RESCUE | ||||||
| 1328 W SUNSHINE ST | SPRINGFIELD | MO | 65807 | PC | CHARITY | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOCIA | ||||||
| 1110 VERMONT AVE NW STE | WASHINGTON | DC | 20005 | PC | CHARITY | $1,000 |
| NATIONAL WILDLIFE FEDERATION | ||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | PC | CHARITY | $1,000 |
| CARE TO LEARN | ||||||
| 1740 S GLENSTONE AVE | SPRINGFIELD | MO | 65804 | PC | CHARITY-SPS STUDENTS | $3,000 |
| DEFENDERS OF WILDLIFE | ||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | PC | CHARITY | $1,000 |
| BOYS AND GIRLS CLUB OF SPRINGFIELD | ||||||
| 2205 W KEARNEY ST | SPRINGFIELD | MO | 65803 | PC | WILLIAMS SCHOOL | $121,000 |
| OZARKS FOOD HARVEST | ||||||
| 2810 N CEDARBROOK AVE | SPRINGFIELD | MO | 65803 | PC | CHARITY | $5,000 |
| THE WARRIOR'S JOURNEY | ||||||
| 3003 E CHESTNUT EXPRESSWA | SPRINGFIELD | MO | 65802 | PC | CHARITY | $3,000 |
| CONSERVATION FEDERATION OF MISSOURI | ||||||
| 728 W MAIN ST | JEFFERSON CITY | MO | 65101 | PC | CHARITY | $1,000 |
| MISSOURI PARKS ASSOCIATION | ||||||
| PO BOX 8531 | KANSAS CITY | MO | 64114 | PC | CHARITY | $500 |
| ST ANDREWS EPISCOPAL CHURCH | ||||||
| 6401 WORNALL TERRACE | KANSAS CITY | MO | 64113 | NC | CHARITY | $15,000 |
| CHRIST EPISCOPAL CHURCH | ||||||
| 601 E WALNUT ST | SPRINGFIELD | MO | 65806 | NC | CHARITY | $25,000 |
| BGC PARTNERS IN EDUCATION (PIE) | ||||||
| 1410 N FREMONT AVENUE | SPRINGFIELD | MO | 65802 | PC | CHARITY | $5,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 405 N JEFFERSON AVENUE | SPRINGFIELD | MO | 65806 | PC | CHARITY | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $242,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $965,191 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,027,816 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,027,816 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| JON M RISDAL | ||||||||
| 1 | 3331 E MONTCLAIR | STE L | SPRINGFIELD | MO | 65804 | $100,000 | Yes (X) | |
| KATHY RISDAL | ||||||||
| 2 | 3331 E MONTCLAIR | SPRINGFIELD | MO | 65804 | $100,000 | Yes (X) | ||
| RISDAL FARMS INC | ||||||||
| 3 | 2733 E BATTLEFIELD RD 354 | SPRINGFIELD | MO | 65804 | $559,438 | Yes (X) | ||
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | TRANSFER OF SECURITIES | $555,956 | 2025-01-02 |
| 3 | TRANSFER OF SECURITIES | $3,482 | 2025-01-16 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB ST | 2024-05 | PURCHASE | $61,443 | $63,688 | -$2,245 |
| CHARLES SCHWAB LT | 2011-10 | PURCHASE | $935,226 | $118,660 | $816,566 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | $3,349,058 | $3,349,058 |
| EXCHANGE TRADED PRODUCTS | $751,088 | $751,088 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,182,443 | BookValueAmt |
| EOYFMV | $1,182,443 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/LOSS | Desc |
| Amt | $292,563 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES- IRS | CategoryTxt |
| Amt | $2,781 | Amt |
| Net Investment Income | $2,781 | NetInvestmentIncomeAmt |