RISDAL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RISDAL FAMILY FOUNDATION (EIN 46-1534883)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-14
- IRS object ID
- 201911049349100606
- Schema version
- 2018v3.1
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-14T17:05:18-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J HELM | PreparerPersonNm |
| PTIN | P01401872 | PTIN |
| Phone | 4178870585 | PhoneNum |
| Preparation | 2019-04-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.98.103.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-14 | IPDt |
| IP Tm | 17:05:18 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 24F85D1DDFAEC0F7C962B155E131DF3F7605CCAE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AEA31FD645FC60DD7F56824F7D9B57AC9129708E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $848,945 | 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 |
| Interest On Sav Rev And Expnss | $51 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $51 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,524 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,524 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,009 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,674 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $243,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,249 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,575 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $283 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $283 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,809 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,809 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,092 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,092 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $192,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,157 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,575 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,989 | CashBOYAmt |
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Corporate Stock BOY | $374,844 | CorporateStockBOYAmt |
| Corporate Stock EOY | $349,394 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $349,394 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $384,237 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $499,548 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $499,548 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $762,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $848,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $848,945 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $762,070 | UnrestrictedBOYAmt |
| Unrestricted EOY | $848,945 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $762,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $848,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $762,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $848,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $762,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $192,492 | ExcessRevenueOverExpensesAmt |
| Subtotal | $954,562 | SubtotalAmt |
| Other Decreases | $105,617 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $848,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,674 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,717 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $689,442 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057607 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,463 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $436,038 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053810 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,868 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $122,960 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039590 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $8,208 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.151007 | TotalDistributionRt |
| Average Distribution | 0.050336 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $888,486 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,723 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $402 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,125 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,000 | 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 | $402 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $402 | SubtotalAmt |
| Tax Based On Investment Income | $402 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $402 | 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 | $896,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $902,016 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $902,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $888,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,424 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $402 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $402 | TotalTaxAmt |
| Distributable Before Adj | $44,022 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,022 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,022 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $46,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $402 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,598 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,022 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $309 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,811 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $44,022 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,978 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,098 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $309 | ExcessFromYear2Amt |
| Excess From Year1 | $5,811 | ExcessFromYear1Amt |
| Excess From Current Year | $1,978 | 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 (15 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 | PLEDGE FOR BEAL'S MATCHING PROGRAM | $7,500 |
| SALVATION ARMY | |||||
| 1707 WEST CHESTNUT EXPWY | SPRINGFIELD | MO | 65802 | HARBOR HOUSE | $2,500 |
| COUNCIL OF CHURCHES | |||||
| 627 N GLENSTONE AVE | SPRINGFIELD | MO | 65802 | AMBASADORS FOR CHILDREN, CROSSLINES | $7,500 |
| PTSD FOUNDATION OF AMERICA | |||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | CAMP HOPE | $5,000 |
| NW ASSISTANCE MINISTRIES | |||||
| 15555 KUYKENDAHL RD | HOUSTON | TX | 77090 | EMERGENCY NEEDS | $4,000 |
| CASA OF SW MISSOURI | |||||
| 1111 S GLENSTONE AVE | SPRINGFIELD | MO | 65804 | CHARITY | $3,000 |
| HARMONY HOUSE | |||||
| 3404 E RIDGEVIEW DR | SPRINGFIELD | MO | 65809 | CHARITY | $2,500 |
| 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 |
| THE KITCHEN | |||||
| 1630 N JEFFERSON AVE | SPRINGFIELD | MO | 65803 | RARE BREED YOUTH SERVICES | $2,000 |
| KSMU | |||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | CHARITY | $1,500 |
| OZARKS PUBLIC TELEVISION | |||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | CHARITY | $1,500 |
| HONOR FLIGHT OF THE OZARKS | |||||
| PO BOX 3964 | SPRINGFIELD | MO | 65808 | CHARITY | $2,000 |
| ISABEL'S HOUSE CRISIS CENTER OF THE | |||||
| 2750 W BENNETT | SPRINGFIELD | MO | 65802 | CHARITY | $2,000 |
| CARE ANIMAL RESCUE | |||||
| 1328 W SUNSHINE ST | SPRINGFIELD | MO | 65807 | CHARITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $51 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,524 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,009 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,584 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,584 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JON M RISDAL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3331 E MONTCLAIR | AddressLine1Txt |
| Address Line2 | STE L | AddressLine2Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO - ST | 2017-07 | PURCHASE | 2018-07 | $341 | $311 | $30 |
| WELLS FARGO - LT | 2016-06 | PURCHASE | 2018-12 | $37,000 | $38,695 | -$1,695 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $349,394 | EOYBookValueAmt |
| EOYFMV | $349,394 | EOYFMVAmt |
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 | $499,548 | BookValueAmt |
| EOYFMV | $499,548 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN | Desc |
| Amt | $105,617 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEES ON INVESTMENT | $4,809 | $4,809 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $283 | Amt |
| Net Investment Income | $283 | NetInvestmentIncomeAmt |