Civic Intelligence

William D Morgan Charitable Foundation

990PF • Fiscal year 2011 • EIN 43-6783275

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
133 North 33rd Street62301
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,449,300

Flat from 2011

Net Assets

$1,449,300

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$107,176

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $1,443,997Liabilities 2010: $0Net Assets 2010: $1,443,9972010Assets 2011: $1,449,300Liabilities 2011: $0Net Assets 2011: $1,449,3002011Assets 2011: $1,449,300Liabilities 2011: $12011Assets 2012: $1,878,999Liabilities 2012: $0Net Assets 2012: $1,878,9992012Assets 2013: $1,832,000Liabilities 2013: $0Net Assets 2013: $1,832,0002013Assets 2014: $1,828,639Liabilities 2014: $0Net Assets 2014: $1,828,6392014Assets 2015: $1,820,468Liabilities 2015: $0Net Assets 2015: $1,820,4682015Assets 2016: $1,871,814Liabilities 2016: $0Net Assets 2016: $1,871,8142016Assets 2017: $1,772,403Liabilities 2017: $0Net Assets 2017: $1,772,4032017Assets 2018: $1,693,188Liabilities 2018: $0Net Assets 2018: $1,693,1882018Assets 2019: $1,639,814Liabilities 2019: $0Net Assets 2019: $1,639,8142019Assets 2020: $1,573,436Liabilities 2020: $0Net Assets 2020: $1,573,4362020Assets 2021: $1,603,383Liabilities 2021: $0Net Assets 2021: $1,603,3832021Assets 2022: $1,483,813Liabilities 2022: $0Net Assets 2022: $1,483,8132022Assets 2023: $1,558,001Liabilities 2023: $0Net Assets 2023: $1,558,0012023Assets 2024: $2,242,312Liabilities 2024: $0Net Assets 2024: $2,242,3122024

Highlighted filing

2011

Assets$1,449,300
Liabilities$0
Net Assets$1,449,300
Open 2011 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $93,4532010Expenses 2011: $107,1762011Revenue 2011: $112,479Expenses 2011: $107,176Net Income 2011: $5,3032011Expenses 2012: $114,9962012Revenue 2013: $73,698Expenses 2013: $120,695Net Income 2013: -$46,9972013Revenue 2014: $125,148Expenses 2014: $128,509Net Income 2014: -$3,3612014Revenue 2015: $127,370Expenses 2015: $134,394Net Income 2015: -$7,0242015Revenue 2016: $183,553Expenses 2016: $137,156Net Income 2016: $46,3972016Revenue 2017: $134,849Expenses 2017: $33,447Net Income 2017: $101,4022017Revenue 2018: $100,734Expenses 2018: $255,061Net Income 2018: -$154,3272018Revenue 2019: $97,762Expenses 2019: $155,459Net Income 2019: -$57,6972019Revenue 2020: $105,619Expenses 2020: $169,282Net Income 2020: -$63,6632020Revenue 2021: $194,402Expenses 2021: $163,697Net Income 2021: $30,7052021Revenue 2022: $70,754Expenses 2022: $197,856Net Income 2022: -$127,1022022Revenue 2023: $256,677Expenses 2023: $182,673Net Income 2023: $74,0042023Revenue 2024: $850,907Expenses 2024: $178,429Net Income 2024: $672,4782024

Highlighted filing

2011

Revenue-
Expenses$107,176
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERCANTILE TRUST SAVINGS BANKTrusteePT$2,751-$2,751
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLESCHOOLST JOSEPH, MO, US$70,377
Paid Grant-CHARITABLE501(C)(3)ST JOSEPH, MO, US$7,500
Paid Grant-CHARITABLE501(C)(3)ST JOSEPH, MO, US$4,000
Paid Grant-CHARITABLEPUBLIC CHARIST JOSEPH, MO, US$2,000
Paid Grant-CHARITABLESCHOOLST JOSEPH, MO, US$1,000
Filing and Contact Details

Filer

EIN
43-6783275
Raw XML AppendixShowing 400 of 402 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0860
AccountingFeesSchedule/AccountingFees/Category0COCHRAN HEAD VICK & CO
CompensationExplanation/Compensation/PersonName0MERCANTILE TRUST SAVINGS BANK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis024869
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis117500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis236450
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis374324
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis425000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis519845
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis69340
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis748475
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02010-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12004-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22002-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32002-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42004-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52009-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62008-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired72009-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold72011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice027951
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice115890
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice243386
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice392859
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice424369
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice520963
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice68998
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice784240
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0AT&T INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1CORTS TR II GOLDMAN SACHS CAP I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2MFC I SHARES TR RUSSELL 3000 VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3MFC ISHARES TR RUSSELL 3000 GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4PUB STORAGE INC DEP SH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5AT&T INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name6MFC ISHARES TR RUSSELL 1000 INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name7MFC ISHARES TR RUSSELL 1000 INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet03082
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-1610
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet26936
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet318535
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4-631
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet51118
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet6-342
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet735765
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue049625
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV050303
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0GEN ELEC CAP CORP 5.875%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue013611
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue149444
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue241334
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue362463
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue452659
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue545501
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue69329
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue785488
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue865276
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue941028
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1024537
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1125939
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1243027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1343214
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1443010
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1543049
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1643034
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1753017
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18126311
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1953579
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2010173
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2178182
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2267087
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2344658
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2431265
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2528316
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2699503
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV022266
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV149431
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV247140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV389328
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV483755
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV569370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV69809
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7119605
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV897958
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV950856
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1029350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1134870
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1266690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1367152
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1463480
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1574122
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1673650
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1770480
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV18116025
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1946710
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2015230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2176440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2284442
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2333250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2435035
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2525700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV26137493
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORTS TR II GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ISHARES S&P SMALLCAP 600 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ISHARES TR MSCI EAFE INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES TR RUSSELL 3000 GROWTH INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES TR RUSSELL 3000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5PUBLIC STORAGE INC DEP SH REPSTG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6MFC POWERSHARES QQQ TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ISHARES TR RUSSELL MIDCAP INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ISHARES TR RUSSELL 1000 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ISHARES TR RUSSELL 2000 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10ISHARES TR DJ US INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13EXXON MOBILE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14ISHARES COMEX GOLD TR/MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15WINDSTREAM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16ISHARES FTSE XINHUA HK CHINA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17ISHARES S&P US PFD STK INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18ISHARES TR RUSSELL 2000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19ISHARES TR RUSSELL 1000 GROWTH INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20ISHARES TR RUSSELL 1000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21ISHARES TR RUSSELL 2000 GROWTH INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22ISHARES TR RUSSELL MIDCAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26ISHARES GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27ROYAL BANK CANADA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28MFC SPDR DOW JONES INDL AVG ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30MONSANTO CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31PEOPLES UNITED FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32MFC I SHARES S&P US PFD STK INDEX FD
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue024453
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV025833
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount043493
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome062853
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount06133
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount049626
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome062853
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0112479
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0860
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss02751
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps084877
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss084877
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm043493
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss043493
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses05303
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0318656
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm06133
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss06133
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss062853
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome032326
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm017300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss017300
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01388
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps084877
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm017300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0107176
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome049626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0112479
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm017300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss022299
IRS990PF/BalanceSheets/CapitalStockBOY02506504
IRS990PF/BalanceSheets/CapitalStockEOY02506504
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY049625
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY049625
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV050303
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01393026
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01324034
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01689637
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY024453
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY024453
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV025833
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0-1062507
IRS990PF/BalanceSheets/RetainedEarningsEOY0-1057204
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0-23107
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY051188
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV051188
IRS990PF/BalanceSheets/TotalAssetsBOY01443997
IRS990PF/BalanceSheets/TotalAssetsEOY01449300
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01816961
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01443997
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01449300
IRS990PF/BalanceSheets/TotalNetAssetsBOY01443997
IRS990PF/BalanceSheets/TotalNetAssetsEOY01449300
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses05303
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01449300
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01443997
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01449300
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted094991
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj094991
IRS990PF/DistributableAmount/DistributableAmountBeforeDed094991
IRS990PF/DistributableAmount/MinimumInvestmentReturn095638
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0647
IRS990PF/DistributableAmount/TotalTax0647
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0162
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0820
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0647
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0173
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0647
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0647
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0820
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01816961
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01941892
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0115608
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01826284
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable029128
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn095638
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01912764
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01941892
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation02751
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MERCANTILE TRUST SAVINGS BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10133 NORTH 33RD STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0QUINCY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode062301
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions084877
IRS990PF/QualifyingDistributions/ExpensesAndContributions084877
IRS990PF/QualifyingDistributions/QualifyingDistributions084877
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber08
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0SECURITY SALES
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MERCANTILE TRUST SAVINGS BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02172237310
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10133 NORTH 33RD STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0QUINCY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode062301
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MO
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIFIC FORM, JUST A LETTER SHOWING PURPOSE AND VERIFICATION OF 501(C)(3) STATUS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ADVISORY COMMITTEE PERMANENT MEMBE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02172237310
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 410889
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0KANSAS CITY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode064141
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount070377
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount37500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ST JOSEPH SCHOOL DISTRIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1AMERICAN RED CROSS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2AG EXPO CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4CENTRAL HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10925 FELIX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11401 N 12TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine124620 S 169 HWY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131704 BUCKINGHAM STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142602 EDMOND STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode064501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode164501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode264507
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode364506
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode464501
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear084877
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear1084877
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted094991
IRS990PF/UndistributedIncome/QualifyingDistributions084877
IRS990PF/UndistributedIncome/UndistributedIncomeCY094991
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear084877
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount017300
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0RAYMOND JAMES & ASSOCIATES INC
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome017300
TaxesSchedule/Taxes/Amount0820
TaxesSchedule/Taxes/Amount1429
TaxesSchedule/Taxes/Amount2139
TaxesSchedule/Taxes/Category02011 FEDERAL ESTIMATES
TaxesSchedule/Taxes/Category1FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/Category22010 TAX BALANCE DUE
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0436783275
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM D MORGAN CHARITABLE TRUST
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone02172237310
ReturnHeader/Filer/USAddress/AddressLine10133 NORTH 33RD STREET
ReturnHeader/Filer/USAddress/City0QUINCY
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode062301
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0MERCANTILE TRUST SERVICES
ReturnHeader/Officer/Phone02172237310
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10COCHRAN HEAD VICK & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10400 JULES ST STE 415
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAINT JOSEPH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0645011738
ReturnHeader/Preparer/Name0ANN HOY
ReturnHeader/Preparer/Phone08163641118
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,449,300
Liabilities
$0
Net assets
$1,449,300
Revenue
-
Expenses
$107,176
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.85$0.18$0.67
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.26$0.18$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.07$0.20$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.19$0.16$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.11$0.17$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.10$0.16$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.10$0.26$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.13$0.03$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.18$0.14$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.13$0.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.13$0.13$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.07$0.12$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.11
2011Summary only. Only limited summary data is available for this year.$1.45$0.00$0.11$0.11$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.09