2024-05-07T07:23:28-05:00 2023-06-30 431126847 WILLIAMS-KEEPERS LLC 3220 WEST EDGEWOOD SUITE E JEFFERSON CITY MO 65109 990 2022-07-01 237325582 62ND AND 65TH REGIMENTS LEGACY FOUNDATION INC 62ND 5732915384 P O BOX 1376 JEFFERSON CITY MO 65102 MATTHIAS TOLKSDORF TREASURER 5732915384 2024-05-03 1 MATTHIAS TOLKSDORF 999009999 0 KATHLEEN A GRAESSLE P00048898 5736356196 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHIAS TOLKSDORF PO BOX 1376 JEFFERSON CITY MO 65102 3079977 0 X HTTPS://WWW.62-65RLF.ORG X 1970 MO THE PRIMARY MISSION OF THE FOUNDATION IS TO DEVELOP, MANAGE AND AWARD SCHOLARSHIP FUNDS FOR SCHOLARSHIPS IN ACCORDANCE WITH DONOR INTENT TO QUALIFIED LINCOLN UNIVERSITY STUDENTS. 12 12 3 0 0 0 107593 142247 0 0 564483 991282 68 56 672144 1133585 85500 230452 0 0 84937 99482 0 0 0 150780 170422 321217 500356 350927 633229 10081205 10963535 71243 7758 10009962 10955777 THE PRIMARY MISSION OF THE FOUNDATION IS TO DEVELOP, MANAGE AND AWARD FUNDS FOR SCHOLARSHIPS IN ACCORDANCE WITH DONOR INTENT TO QUALIFIED LINCOLN UNIVERSITY STUDENTS. 0 0 261730 230452 DIRECT PAYMENTS IN SUPPORT OF STUDENT SCHOLARSHIP. 261730 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 3 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 X WILLIAMS-KEEPERS LLC 5736356196 3220 WEST EDGEWOOD STE E JEFFERSON CITY MO 65109 HARDY K DORSEY SR DIRECTOR 1.00 X 0 0 0 DR EMILY MAHON DIRECTOR 3.75 X 0 0 0 JOHN R RENCHER JR DIRECTOR 1.00 X 0 0 0 ALFRED HARRIS SR PRESIDENT 3.75 X 0 0 0 CORTEZ BRADLEY EMERITUS DIRECTOR 0.50 X 0 0 0 JAMES MAHON EMERITUS DIRECTOR 0.50 X 0 0 0 DR JEROME OFFORD JR SECRETARY 3.75 X 0 0 0 LASHAWNDA C JONES DIRECTOR 2.75 X 0 0 0 SHELVY L CONVERT DIRECTOR 3.75 X 0 0 0 ANN E HARRIS VICE PRESIDENT 5.00 X X 0 0 0 COLETTE M HOSIE DIRECTOR 1.00 X 0 0 0 STERLING M LANE DIRECTOR 1.00 X 0 0 0 LEONARD WOODSON DIRECTOR 2.75 X 0 0 0 JOHN L BOWMAN SR DIRECTOR 1.50 X 0 0 0 MATTHIAS TOLKSDORF TREASURER 3.75 X X 0 0 0 JOSHUA BUIE DIRECTOR 1.50 X 0 0 0 CHRIS DAWSON DIRECTOR 1.50 X 0 0 0 QUINCY DUNLAP DIRECTOR 1.50 X 0 0 0 DAVID L HEARD JR DIRECTOR 1.50 X 0 0 0 TERRY WILSON DIRECTOR 1.50 X 0 0 0 SYLVIA WILSON EXECUTIVE DIRECTOR 40.00 X 69917 0 0 69917 0 0 0 0 0 0 0 142247 142247 315903 315903 2621771 1946392 675379 675379 675379 OTHER REVENUE 900099 56 56 56 1133585 0 0 991338 230452 230452 69917 69917 22495 22495 7070 7070 66161 66161 31395 31278 117 442 442 1129 1129 6288 6288 40501 40501 5024 5024 7794 7794 279 279 1020 1020 3972 3972 DUES AND SUBSCRIPTIONS 4161 4161 SOCIAL EVENTS 1216 1216 BANK CHARGES AND FEES 622 622 PROGRAM EVENTS 418 418 500356 261730 238626 0 664179 344763 50786 3112 48694 47674 9368332 10571098 10081205 10963535 28599 7758 42644 71243 7758 X 473764 542974 9536198 10412803 10009962 10955777 10081205 10963535 633229 312586 0 X X 0 1 X 1 0 X 542386 82329 97942 107593 142247 972497 542386 82329 97942 107593 142247 972497 118809 853688 309560 218455 166072 335402 316020 1345509 27204 15243 69 56 42572 2360578 0.36160 0.44610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9128568 108126 1301558 211185 321644 10005423 11382145 81292 -1730819 85500 518550 9128568 8398335 71037 3338964 69650 356541 11382145 9395381 49180 402506 3250 1008495 436987 8398335 9150873 209385 506546 221438 -6018 256004 9395381 0 0 10000 10000 40786 3112 37674 47674 INVESTMENTS 10571098 F 10571098 X 1736542 312586 290370 1 602957 1133585 0 1133585 790728 290370 2 290372 500356 0 500356 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINITY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE FOUNDATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UBTI. THE FOUNDATION WAS NOT SUBJECT TO UBTI FOR THE YEARS ENDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND ENDOWMENT FUNDS ARE INTENDED TO BE USED TO PROVIDE SCHOLARSHIPS, BASED ON FINANCIAL NEED, TO LINCOLN UNIVERSITY STUDENTS. PART X - FIN 48 FOOTNOTE THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINITY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE FOUNDATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UBTI. THE FOUNDATION WAS NOT SUBJECT TO UBTI FOR THE YEARS ENDED. 1 SCHOLARSHIPS 79 230452 PART I, LINE 2 SCHOLARSHIP CHECKS ARE WRITTEN OUT TO THE UNIVERSITY TO ENSURE THAT THE FUNDS ARE USED FOR THE INTENDED PURPOSES. FORM 990, PART VI, SECTION A, LINE 2 JAMES MAHON EMERITUS DIRECTOR AND EMILY MAHON DIRECTOR ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE TREASURER AND THE EXECUTIVE DIRETOR. THE COPY IS ALSO MADE AVAILABLE TO THE GENERAL PUBLIC WITH PROPER REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT REGARDING THE CONFLICT OF INTEREST POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION AGREEMENT. THE BOARD/COMMITTEE SHALL THEN DECIDE IF A CONFLICT EXISTS. THESE PROCEEDINGS SHALL BE DOCUMENTED IN THE MINUTES OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC AND CAN BE VIEWED AT 920 CHESTNUT STREET, JEFFERSON CITY, MO BY APPOINTMENT AND WITH PRIOR APPROVAL OF THE BOARD. FORM 990, PART XII, LINE 2 - CHANGE OF OVERSIGHT OR SELECTION PROCESS THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PREVIOUS YEAR.