RISDAL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RISDAL FAMILY FOUNDATION (EIN 46-1534883)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-28
- IRS object ID
- 202531189349101618
- Schema version
- 2024v5.0
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T17:12:15-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 3331 E MONTCLAIR RM/STE STE L | 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 | 2025-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | ROBERT J HELM | PreparerPersonNm |
| PTIN | P01401872 | PTIN |
| Phone | 4178870585 | PhoneNum |
| Preparation | 2025-03-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,146,606 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,049 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $59,049 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,800 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $344,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,090 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $267,849 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,139 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,049 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,100 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,303 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,946 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,946 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,349 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $602,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $602,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $613,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,349 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $602,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$345,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,790 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $59,049 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,577 | CashBOYAmt |
| Cash EOY | $101,778 | CashEOYAmt |
| Cash EOYFMV | $101,780 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,394,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,824,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,824,797 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,302,220 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,220,029 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,220,029 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,765,557 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,146,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,146,606 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,765,557 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,146,604 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,765,557 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,146,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,765,557 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,146,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,765,557 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$345,500 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,420,057 | SubtotalAmt |
| Other Decreases | -$726,547 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,146,604 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,090 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,901 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,901 | SubtotalAmt |
| Tax Based On Investment Income | $1,901 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Tax Due | $861 | 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 |
| 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 | $3,983,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $270,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,253,419 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,253,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,189,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,901 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,901 | TotalTaxAmt |
| Distributable Before Adj | $207,580 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $207,580 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $207,580 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $602,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $602,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $207,580 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,216 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,987 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,454 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,421 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $129,262 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $209,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $602,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $207,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $394,420 | RemainingDistriFromCorpusAmt |
| Total Corpus | $603,760 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,216 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $593,544 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,987 | ExcessFromYear4Amt |
| Excess From Year3 | $8,454 | ExcessFromYear3Amt |
| Excess From Year2 | $57,421 | ExcessFromYear2Amt |
| Excess From Year1 | $129,262 | ExcessFromYear1Amt |
| Excess From Current Year | $394,420 | 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| NATURE CONSERVANCY OF MO | |||||
| 2816 SUTTON BLVD | ST LOUIS | MO | 63143 | MISSOURI TSTEE MATCHING PROG. | $5,000 |
| COUNCIL OF CHURCHES | |||||
| 627 N GLENSTONE AVE | SPRINGFIELD | MO | 65802 | AMBASSADORS FOR CHILDREN, CROSSLINES | $25,000 |
| PTSD FOUNDATION OF AMERICA | |||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | CHARITY | $5,000 |
| CASA OF SW MISSOURI | |||||
| 1111 S GLENSTONE AVE | SPRINGFIELD | MO | 65804 | CHARITY | $5,000 |
| HARMONY HOUSE | |||||
| 3404 E RIDGEVIEW DR | SPRINGFIELD | MO | 65809 | CHARITY | $5,000 |
| MO PRAIRIE FOUNDATION | |||||
| PO BOX 200 | COLUMBIA | MO | 65205 | CHARITY | $2,000 |
| LOST AND FOUND | |||||
| 1555 S GLENSTONE AVE | SPRINGFIELD | MO | 65804 | CHARITY | $2,000 |
| KSMU | |||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | CHARITY | $2,000 |
| OZARKS PUBLIC TELEVISION | |||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | CHARITY | $2,000 |
| CARE ANIMAL RESCUE | |||||
| 1328 W SUNSHINE ST | SPRINGFIELD | MO | 65807 | CHARITY | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOCIA | |||||
| 1110 VERMONT AVE NW STE | WASHINGTON | DC | 20005 | CHARITY | $1,000 |
| NATIONAL WILDLIFE FEDERATION | |||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | CHARITY | $1,000 |
| CARE TO LEARN | |||||
| 1740 S GLENSTONE AVE | SPRINGFIELD | MO | 65804 | CHARITY-SPS STUDENTS | $3,000 |
| DEFENDERS OF WILDLIFE | |||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | CHARITY | $1,000 |
| BOYS AND GIRLS CLUB OF SPRINGFIELD | |||||
| 2205 W KEARNEY ST | SPRINGFIELD | MO | 65803 | WILLIAMS SCHOOL | $500,000 |
| OZARKS FOOD HARVEST | |||||
| 2810 N CEDARBROOK AVE | SPRINGFIELD | MO | 65803 | CHARITY | $5,000 |
| THE WARRIOR'S JOURNEY | |||||
| 3003 E CHESTNUT EXPRESSWA | SPRINGFIELD | MO | 65802 | CHARITY | $3,000 |
| CONSERVATION FEDERATION OF MISSOURI | |||||
| 728 W MAIN ST | JEFFERSON CITY | MO | 65101 | CHARITY | $1,000 |
| MISSOURI PARKS ASSOCIATION | |||||
| PO BOX 8531 | KANSAS CITY | MO | 64114 | CHARITY | $500 |
| ST ANDREWS EPISCOPAL CHURCH | |||||
| 6401 WORNALL TERRACE | KANSAS CITY | MO | 64113 | CHARITY | $12,500 |
| CHRIST EPISCOPAL CHURCH | |||||
| 601 E WALNUT ST | SPRINGFIELD | MO | 65806 | CHARITY | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $602,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,049 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,849 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,849 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| 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) | |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FIDELITY LONG TERM | AssetDesc |
| Acquired | 2022-03 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $255,414 | GrossSalesPriceAmt |
| Basis | $335,704 | BasisAmt |
| Total Net | -$80,290 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | $2,273,247 | $2,273,247 |
| EXCHANGE TRADED PRODUCTS | $551,550 | $551,550 |
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 | $1,220,029 | BookValueAmt |
| EOYFMV | $1,220,029 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/LOSS | Desc |
| Amt | -$726,547 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEES ON INVESTMENT | $7,656 | $7,656 |
| BANK CHARGES AND ADJUSTMENTS | $290 | $290 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES- IRS | CategoryTxt |
| Amt | $1,303 | Amt |
| Net Investment Income | $1,303 | NetInvestmentIncomeAmt |