JOY SPIVA CRAGIN CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOY SPIVA CRAGIN CHARITABLE TRUST (EIN 43-6365083)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-05-03
- IRS object ID
- 202421249349100332
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T16:47:12-04:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431870827 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER DAVIS RODERIQUE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 E 15TH ST | AddressLine1Txt |
| City | JOPLIN | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 648042266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436365083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAGIN JOY SPIVA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAG | BusinessNameControlTxt |
| Phone | 4176233424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 32ND STREET | AddressLine1Txt |
| City | JOPLIN | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOUTHWEST MISSOURI BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4176233424 | PhoneNum |
| Signature | 2024-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SOUTHWEST MO | PersonFirstNm |
| Person Last | BANK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN GAITHER CPA | PreparerPersonNm |
| PTIN | P00656701 | PTIN |
| Phone | 4177820829 | PhoneNum |
| Preparation | 2024-04-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $757,938 | 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 | $96,058 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $20 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,157 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,157 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,762 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $1,460 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $5 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $111,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,177 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,642 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,982 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,982 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,186 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,186 | OthEmplSlrsWgsNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $189 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $189 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $154 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,322 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,189 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,322 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,642 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,507 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,620 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,620 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $143,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $277,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $336,818 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $471,608 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $361,520 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $378,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $619,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $681,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $757,938 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $619,349 | CapitalStockBOYAmt |
| Capital Stock EOY | $619,349 | CapitalStockEOYAmt |
| Retained Earning EOY | $62,372 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $619,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $681,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $619,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $681,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $619,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,379 | OtherIncreasesAmt |
| Subtotal | $681,721 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $681,721 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES US BANK | P | 2023-01-01 | 2023-09-30 | $35,886 | $35,775 | $111 | $111 |
| PUBLIC TRADED SECURITIES US BANK | P | 2021-01-01 | 2023-09-30 | $79,332 | $82,053 | -$2,721 | -$2,721 |
| PUBLIC TRADED SECURITIES SMB | P | 2023-01-01 | 2023-09-30 | $1,349 | $1,349 | $1,349 | |
| PUBLIC TRADED SECURITIES SMB | P | 2021-01-01 | 2023-09-30 | $1,420 | -$1,420 | -$1,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,486 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,460 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $109 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $109 | SubtotalAmt |
| Tax Based On Investment Income | $109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $96 | TotalPaymentsAndCreditsAmt |
| Tax Due | $13 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST MISSOURI BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4176233424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 32ND STREET | AddressLine1Txt |
| City | JOPLIN | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64804 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2020 | UndistrIncmSect4942a2AppYr1Yr |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST MISSOURI BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 32ND STREET | AddressLine1Txt |
| City | JOPLIN | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,982 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $657,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $680,839 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $680,839 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $670,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $109 | TotalTaxAmt |
| Distributable Before Adj | $33,422 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,422 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,422 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,439 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,439 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,396 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Total For Prior Years | $4,141 | TotalForPriorYearsAmt |
| Qualifying Distributions | $42,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,396 | AppliedToYear1Amt |
| Applied To Current Year | $33,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,621 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,621 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $4,141 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $4,141 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,621 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,621 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTAUR RISING | ||||||
| 12889 S PARKER AVE | PINE | CO | 80470 | NONE | GENERAL SUPPORT | $500 |
| OSAGE PRAIRIE YMCA | ||||||
| 500 W HIGHLAND | NEVADA | MO | 64772 | NONE | GENERAL SUPPORT | $1,000 |
| TRINTY LUTHERAN CHURCH | ||||||
| 1630 NORTH ASH STREET | NEVADA | MO | 64772 | NONE | GENERAL SUPPORT | $500 |
| VERNON COUNTY CANCER RELIEF | ||||||
| PO BOX 24 | NEVADA | MO | 64772 | NONE | GENERAL SUPPORT | $2,500 |
| INTERMOUNTAIN HUMANE SOCIETY | ||||||
| PO BOX 1250 | CONIFER | CO | 80433 | NONE | GENERAL SUPPORT | $1,000 |
| ST PAULS METHODIST CHURCH | ||||||
| 2423 W 26 STREET | JOPLIN | MO | 64804 | NONE | GENERAL SUPPORT | $1,000 |
| MISSOURI SOUTHERN FOUNDATION | ||||||
| 3950 NEWMAN RD | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $6,000 |
| LAFAYETTE HOUSE | ||||||
| PO BOX 1765 | JOPLIN | MO | 64802 | NONE | GENERAL SUPPORT | $2,000 |
| CROSSLINES CHURCHES OF JOPLIN | ||||||
| 131 S HIGH | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $500 |
| PRO MUSICA | ||||||
| 211 S MAIN | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $1,000 |
| COMMUNITY HEALTH CLINIC | ||||||
| 701 S JOPLIN | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $1,000 |
| CHILDRENS CENTER OF SW MO | ||||||
| 921 E 34TH STREET | JOPLIN | MO | 64804 | NONE | GENERAL SUPPORT | $1,000 |
| ST PILLIPS EPISCOPAL CHURCH | ||||||
| 706 BYERS AVE | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $500 |
| JOPLIN LITTLE THEATER | ||||||
| PO BOX 374 | JOPLIN | MO | 64802 | NONE | GENERAL SUPPORT | $500 |
| GEORGE A SPIVA CENTER FOR THE ARTS | ||||||
| 222 W 2ND | JOPLIN | MO | 64801 | NONW | GENERAL SUPPORT | $5,000 |
| SW MISSOURI HUMANE SOCIETY | ||||||
| 3161 W NORTHON RD | SPRINGFIELD | MO | 65803 | NONE | GENERAL SUPPORT | $250 |
| JOPLIN HUMANE SOCIETY | ||||||
| 140 E EMPEROR LN | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $500 |
| WATERED GARDENS RESCUE MISSION | ||||||
| 531 KENTUCKY AVE | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $1,000 |
| CONIFER AREA COUNCIL TRAILS | ||||||
| PO BOX 787 | CONIFER | CO | 80433 | NONE | GENERAL SUPPORT | $500 |
| JOPLIN TRAILS COALITIONS | ||||||
| PO BOX 2102 | JOPLIN | MO | 64803 | NONE | GENERAL SUPPORT | $500 |
| WILDCAT GLADES FRIENDS GROUP | ||||||
| PO BOX 3063 | JOPLIN | MO | 64803 | NONE | GENERAL SUPPORT | $500 |
| CONNECT2CULTURE | ||||||
| 407 S PENNSYVANIA AVE | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $2,500 |
| JOPLIN NALA READ | ||||||
| 123 S MAIN | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $500 |
| REGIONAL HEALTH & WELFARE | ||||||
| 320 S SCHOOL STREET | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $1,000 |
| RAPHA INTERNATIONAL | ||||||
| 712 S MAIN | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $1,000 |
| OZARK PUBLIC TELEVISION | ||||||
| 901 S NATIONAL | SPRINGFIELD | MO | 65897 | NONE | GENERAL SUPPORT | $1,000 |
| FREEMAN HEALTH SYSYTEMS | ||||||
| 2808 S PICHER | JOPLIN | MO | 64804 | NONE | GENERAL SUPPORT | $3,000 |
| JASPER COUNTY CASA | ||||||
| 420 GRAND AVE | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $1,000 |
| RECOVERY OUTREACH COMMUNITY CENTER | ||||||
| 1402 S MAIN | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $1,000 |
| JOPLIN PLANNED PARENTHOOD | ||||||
| 710 ILLINOIS | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 13 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,157 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,195 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,681 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US BANK | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,377 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,681 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,696 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $277,581 | EOYBookValueAmt |
| EOYFMV | $336,818 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHEDULE ATACHED-MUTUAL FUNDS EQ | AT COST | $193,555 | $223,552 |
| SCHEDULE ATTACHED-MUTUAL FDS ETF | AT COST | $149,506 | $134,951 |
| SCHEDULE ATTACHED-MUTUAL FDS FIXED | AT COST | $18,459 | $19,997 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| US BANK | $91 | $91 |
| SOUTHWEST MISSOURI BANK | $98 | $98 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US BANK | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPORATE ACTIONS AND ROUNDIND ERRORS | Desc |
| Amt | $2,379 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $154 | Amt |
| Net Investment Income | $154 | NetInvestmentIncomeAmt |