CARL C AND ARDATH HUDNALL FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CARL C AND ARDATH HUDNALL FOUNDATION INC (EIN 46-0469481)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-01-12
- IRS object ID
- 202130139349100503
- Schema version
- 2019v5.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-12T20:47:43-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440615592 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDEN CUMMINS MOSS & MILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 WASHINGTON ST PO BOX 620 | AddressLine1Txt |
| City | CHILLICOTHE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460469481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL C & ARDATH HUDNALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 6606465690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12478 LIV 222 | AddressLine1Txt |
| City | CHILLICOTHE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRY M SAVAGE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6606465690 | PhoneNum |
| Signature | 2021-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLINT B WILLIAMS | PreparerPersonNm |
| PTIN | P00727113 | PTIN |
| Phone | 6606462336 | PhoneNum |
| Preparation | 2021-01-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $690,187 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,130 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,462 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,988 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,988 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $761 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $118 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,990 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,402 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,402 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,392 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,344 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,539 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,964 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $111,606 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $75,826 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $93,190 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $415,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $429,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $547,906 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,690 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,659 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $32,127 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $559,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $547,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $690,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $655,612 | CapitalStockBOYAmt |
| Capital Stock EOY | $655,612 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$95,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$107,810 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $559,712 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $547,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $559,712 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $547,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $559,712 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,910 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $547,802 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $547,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EDWARD JONES-PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $55,130 | GrossSalesPriceAmt |
| Cost Or Other Basis | $57,349 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,219 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,219 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,219 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,854 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $697,418 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047108 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,598 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $666,181 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047432 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,560 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $645,864 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048865 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,482 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $596,832 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049397 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,152 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $617,644 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048818 | DistributionYr5Rt |
| Total Distribution | 0.241620 | TotalDistributionRt |
| Average Distribution | 0.048324 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $703,892 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,015 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $253 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,392 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $253 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $253 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $307 | OverpaymentAmt |
| Applied To ES Tax | $307 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | SHERRY M SAVAGE | IndividualWithBooksNm |
| Phone | 6606465690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12478 LIV 222 | AddressLine1Txt |
| City | CHILLICOTHE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| SHERRY SAVAGE | ||||||||
| 12478 LIV 222 | CHILLICOTHE | MO | 64601 | PRESIDENT, SECRETARY, TREA | 0.10 | $0 | $0 | $0 |
| DENNIS W SAVAGE | ||||||||
| 12478 LIV 222 | CHILLICOTHE | MO | 64601 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| THOMAS L ASHBROOK | ||||||||
| 2112 WOODCREST DRIVE | CHILLICOTHE | MO | 64601 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $697,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,539 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $714,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $714,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,719 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $703,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $253 | TotalTaxAmt |
| Distributable Before Adj | $34,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,942 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,392 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,392 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $253 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,139 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,402 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,392 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,402 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,990 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $32,952 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERRY M SAVAGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12478 LIV 222 | AddressLine1Txt |
| City | CHILLICOTHE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6606465690 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF NO MORE THAN THREE PAGES WITH APPROPRIATE ATTACHMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 31 AND JULY 31 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS RESTRICTED TO CHARITABLE ORGANIZATIONS IN LIVINGSTON COUNTY MISSOURI | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP RAINBOW | |||||||
| 1409 ATKINS DRIVE | CHILLICOTHE | MO | 64601 | NONE | PUBLIC CHARITY | EDUCATION | $1,500 |
| CHILLICOTHE AREA CHRISTIAN BUILDERS | |||||||
| PO BOX 913 | CHILLICOTHE | MO | 64601 | NONE | PUBLIC CHARITY | HOUSING FOR POOR | $2,500 |
| HOUSE OF PRAYER | |||||||
| 144 HERRIFORD | CHILLICOTHE | MO | 64601 | NONE | PUBLIC CHARITY | HOUSE OF PRAYER MINISTRY | $4,453 |
| KI-LI-RO-CO | |||||||
| 10478 LIV 2308 | CHILLICOTHE | MO | 64601 | NONE | PUBLIC CHARITY | COMMUNITY DEVELOPMENT | $2,000 |
| LIVINGSTON COUNTY VETERANS ASSOCIATION | |||||||
| PO BOX 1141 | CHILLICOTHE | MO | 64601 | NONE | PUBLIC CHARITY | COMMUNITY DEVELOPMENT | $5,000 |
| UNITED METHODIST CHURCH | |||||||
| 1414 WALNUT STREET | CHILLICOTHE | MO | 64601 | NONE | PUBLIC CHARITY | COMMUNITY DEVELOPMENT | $2,996 |
| GRAND RIVER AREA FAMILY YMCA | |||||||
| 1725 LOCUST STREET | CHILLICOTHE | MO | 64601 | NONE | PUBLIC CHARITY | COMMUNITY DEVELOPMENT | $2,500 |
| GRAND RIVER MULTIPURPOSE CENTER | |||||||
| 607 W BUSINESS HWY 36 | CHILLICOTHE | MO | 64601 | NONE | PUBLIC CHARITY | SENIOR SERVICES | $7,000 |
| KELLY POLING ARTS DISTRICT | |||||||
| 1412 FOREST DRIVE | CHILLICOTHE | MO | 64601 | NONE | PUBLIC CHARITY | COMMUNITY DEVELOPMENT | $4,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,402 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,219 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,243 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARDEN, CUMMINS, MOSS & MILLER, L.L.C. | CategoryTxt |
| Amt | $1,988 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,988 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY SENIOR NOTE | $10,004 | $10,418 |
| PRUDENTIAL FINANCIAL INC MEDIUM TERM NOTES | $5,260 | $6,763 |
| GOLDMAN SACHS GROUP INC | $10,395 | $14,946 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONOCOPHILLIPS | $18,765 | $10,784 |
| HSBC HOLDINGS PLC ADR NEW | $28,541 | $9,961 |
| BAXTER INTERNATIONAL INC | $11,759 | $23,892 |
| WELLTOWER INC REIT | $25,150 | $21,304 |
| HONEYWELL INTERNATIONAL INC | $19,454 | $36,012 |
| MCDONALDS CORP | $19,241 | $43,636 |
| MERCK & CO INC | $18,307 | $33,172 |
| PEPSICO INC | $18,948 | $30,049 |
| PROCTOR & GAMBLE | $24,844 | $41,286 |
| THOMSON REUTERS CORP | $18,984 | $41,281 |
| VERIZON COMMUNICATIONS | $14,385 | $17,817 |
| VODAFONE GROUP PLC NEW | $26,253 | $12,306 |
| IBM | $9,976 | $7,494 |
| ONEOK INC | $27,698 | $18,758 |
| MICROSOFT CORP | $10,127 | $43,642 |
| QUALCOMM INC | $11,622 | $24,045 |
| EVERGY INC | $18,797 | $30,023 |
| DOW INC | $25,378 | $24,631 |
| AMERICAN HIGH-INCOME TRUST CL A | $45,612 | $42,420 |
| AMERICAN SHORT-TERM BOND FUND OF AMERICA CL A | $9,117 | $9,266 |
| CARRIER GLOBAL CORP | $4,523 | $6,708 |
| OTIS WORLDWIDE CORP | $6,782 | $6,771 |
| RAYTHEON TECHNOLOGIES CORP | $15,090 | $12,648 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $45,831 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $60,470 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $29,995 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $32,720 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $643 | $0 | $0 |
| FOREIGN TAX WITHHOLDING | $118 | $118 | $0 |