JOY SPIVA CRAGIN CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOY SPIVA CRAGIN CHARITABLE TRUST (EIN 43-6365083)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2025-11-19
- IRS object ID
- 202513239349100316
- 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
- Accounting Fees Schedule
- 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 | 2025-11-19T14:08:49-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | 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 | 2024-10-01 | 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 | 2025-11-17 | 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 | JOHN GAITHER CPA | PreparerPersonNm |
| PTIN | P00656701 | PTIN |
| Phone | 4177820829 | PhoneNum |
| Preparation | 2025-11-17 | 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 | $1,130,209 | 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 | $768 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,798 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,798 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,798 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $24,879 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,879 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,879 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $28,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,677 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,677 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,319 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,319 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $10,319 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,319 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,322 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,322 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,322 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,322 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $95 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $95 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $95 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,736 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,736 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,736 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,941 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,941 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $105,126 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,444 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,444 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $288,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $288,842 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $544,752 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $404,572 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $404,572 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $517,013 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $798,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $761,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,130,209 | 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 BOY | $179,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $142,509 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $798,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $761,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $798,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $761,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $798,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,541 | ExcessRevenueOverExpensesAmt |
| Subtotal | $761,999 | SubtotalAmt |
| Other Decreases | $141 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $761,858 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $222 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $222 | SubtotalAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $222 | 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 |
| Undistributed Income PY2 | 2020 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2020 | UndistrIncmSect4942a2AppYr1Yr |
| Undistr Incm Sect4942a2 App Yr2 | 2020 | UndistrIncmSect4942a2AppYr2Yr |
| 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 | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,319 | 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 | $983,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,043,385 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,043,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,027,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $222 | TotalTaxAmt |
| Distributable Before Adj | $51,165 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,165 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,986 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $64,986 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,165 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Total For Prior Years | $8,282 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,411 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,411 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,986 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,821 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,232 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $8,282 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $8,282 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $17,232 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,411 | ExcessFromYear2Amt |
| Excess From Current Year | $13,821 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 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 | $1,000 |
| 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 | $1,000 |
| VERNON COUNTY CANCER RELIEF | ||||||
| PO BOX 24 | NEVADA | MO | 64772 | NONE | GENERAL SUPPORT | $3,000 |
| ST PAULS METHODIST CHURCH | ||||||
| 2423 W 26 STREET | JOPLIN | MO | 64804 | NONE | GENERAL SUPPORT | $250 |
| MISSOURI SOUTHERN FOUNDATION | ||||||
| 3950 NEWMAN RD | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $7,000 |
| LAFAYETTE HOUSE | ||||||
| PO BOX 1765 | JOPLIN | MO | 64802 | NONE | GENERAL SUPPORT | $2,500 |
| 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 | $500 |
| CHILDRENS CENTER OF SW MO | ||||||
| 921 E 34TH STREET | JOPLIN | MO | 64804 | NONE | GENERAL SUPPORT | $1,000 |
| ST PHILLIPS EPISCOPAL CHURCH | ||||||
| 706 BYERS AVE | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $1,000 |
| JOPLIN LITTLE THEATER | ||||||
| PO BOX 374 | JOPLIN | MO | 64802 | NONE | GENERAL SUPPORT | $1,000 |
| GEORGE A SPIVA CENTER FOR THE ARTS | ||||||
| 222 W 2ND | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $5,000 |
| JOPLIN HUMANE SOCIETY | ||||||
| 140 E EMPEROR LN | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $1,000 |
| WATERED GARDENS RESCUE MISSION | ||||||
| 531 KENTUCKY AVE | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $500 |
| CONIFER AREA COUNCIL TRAILS | ||||||
| PO BOX 787 | CONIFER | CO | 80433 | NONE | GENERAL SUPPORT | $1,000 |
| 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 | $1,000 |
| CONNECT2CULTURE | ||||||
| 407 S PENNSYVANIA AVE | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $5,000 |
| JOPLIN NALA READ | ||||||
| 123 S MAIN | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $500 |
| 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 | $500 |
| FREEMAN HEALTH SYSYTEMS | ||||||
| 2808 S PICHER | JOPLIN | MO | 64804 | NONE | GENERAL SUPPORT | $1,000 |
| JASPER COUNTY CASA | ||||||
| 420 GRAND AVE | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $1,000 |
| FORE THE KIDS FOUNDATION | ||||||
| 6830 W 135TH ST | OVERLAND PARK | KS | 66223 | NONE | GENERAL SUPPORT | $1,000 |
| BEAVER RANCH COMMUNITY INC | ||||||
| 11369 S FOXTON RD | CONIFER | CO | 80433 | NONE | GENERAL SUPPORT | $500 |
| THE ROCC | ||||||
| 1402 S MAIN ST | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $500 |
| CREATIVE LEARNING ALLIANCE | ||||||
| 300 S MAIN ST | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $2,000 |
| BRIGHT FUTURES JOPLIN | ||||||
| 310 W 8TH ST | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $2,500 |
| DOWNTOWN JOPLIN ALLIANCE | ||||||
| 931 E 4TH ST | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $1,000 |
| JOPLIN INTERFAITH COALITION | ||||||
| PO BOX 4842 | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $500 |
| REGIONAL HEALTH & WELFARE ASSOC | ||||||
| PO BOX 8182 | JOPLIN | MO | 64802 | NONE | GENERAL SUPPORT | $500 |
| COMMUNITY FOUNDATION OF THE OZARKS | ||||||
| 425 E TRAFFICWAY ST | SPRINGFIELD | MO | 65806 | NONE | GENERAL SUPPORT | $4,000 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 3402 S JACKSON AVE | JOPLIN | MO | 64804 | NONE | GENERAL SUPPORT | $1,000 |
| JOPLIN PLANNED PARENTHOOD | ||||||
| 710 S ILLINOIS AVE | JOPLIN | MO | 64801 | NONE | GENERAL SUPPORT | $500 |
| KANSAS CITY PUBLIC TV | ||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | GENERAL SUPPORT | $500 |
| ST LAURENCE EPISCOPAL CHURCH | ||||||
| 26812 BARKLEY RD | CONIFER | CO | 80433 | NONE | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,798 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,879 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,677 | 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 | $1,322 | Amt |
| Net Investment Income | $1,322 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,322 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,322 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $288,842 | EOYBookValueAmt |
| EOYFMV | $544,752 | 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 | $310,579 |
| SCHEDULE ATTACHED-MUTUAL FDS ETF | AT COST | $192,558 | $186,169 |
| SCHEDULE ATTACHED-MUTUAL FDS FIXED | AT COST | $18,459 | $20,265 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENT | Desc |
| Amt | $141 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| EXPENSES |
| NONDEDUCTIBLE EXPENSES |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $95 | Amt |
| Net Investment Income | $95 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $95 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $95 | DisbursementsCharitablePrpsAmt |