KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN (EIN 20-5137010)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-06
- IRS object ID
- 202611879349100616
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-06T13:33:14-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453420268 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMEN GANTNER & CAPRIANO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10733 SUNSET OFFICE DRIVE SUITE 425 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205137010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN G FAVRE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 3149668077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10733 SUNSET OFFICE DR STE 425 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES A AMEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3149668077 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca A Kibler CPA | PreparerPersonNm |
| PTIN | P01403260 | PTIN |
| Phone | 3147123802 | PhoneNum |
| Preparation | 2026-07-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,817,795 | 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 |
| Interest On Sav Rev And Expnss | $115 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $146,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,370 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $143,966 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $220,753 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,787 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $7,000 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $9,359 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,359 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,490 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $29,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,428 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,454 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,454 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $116,766 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $91,143 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $2,319,797 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,312,786 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,712,198 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,458,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,368,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,817,795 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,458,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,368,485 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,458,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,368,485 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,458,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,368,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,458,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,596 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,368,485 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,368,485 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | STIFEL | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2024-12-31 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $146,880 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $75,510 | CostOrOtherBasisAmt |
| Gain Or Loss | $71,370 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $71,370 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,370 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $937 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $937 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $937 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,935 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,735 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,735 | OriginalReturnOverpaymentAmt |
| Overpayment | $3,798 | OverpaymentAmt |
| Applied To ES Tax | $3,798 | AppliedToESTaxAmt |
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 |
| Individual With Books | REBECCA A KIBLER CPA | IndividualWithBooksNm |
| Phone | 3149668077 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10733 SUNSET OFFICE DR STE 425 | AddressLine1Txt |
| City | STLOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63127 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES A AMEN | ||||||||
| 1974 DOUGHERTY FERRY RD | SAINT LOUIS | MO | 63122 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| MARY HAISLIP | ||||||||
| 7086 MARDEL AVE | SAINT LOUIS | MO | 63109 | TRUSTEE | 10.00 | $5,000 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,830,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,235 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,859,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,859,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,817,044 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,852 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $937 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $937 | TotalTaxAmt |
| Distributable Before Adj | $139,915 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $139,915 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $139,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $280,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,915 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $353,450 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $347,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $386,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $304,091 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $304,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,695,041 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $280,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $280,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,975,541 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $139,915 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $353,450 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,622,091 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $347,500 | ExcessFromYear4Amt |
| Excess From Year3 | $386,000 | ExcessFromYear3Amt |
| Excess From Year2 | $304,091 | ExcessFromYear2Amt |
| Excess From Year1 | $304,000 | ExcessFromYear1Amt |
| Excess From Current Year | $280,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES A AMEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10733 SUNSET OFFICE DR STE 425 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3149668077 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| APA OF MISSOURI | ||||||
| 1705 S HANLEY | BRENTWOOD | MO | 63144 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $20,000 |
| BI-STATE WILDLIFE HOTLINE | ||||||
| 375 UTHE LN | BLACK JACK | MO | 63033 | PC | TO PROVIDE SHELTERAND CARE FOR INJUREDWILDLIFE. | $6,000 |
| COALITION FOR ANIMAL RESCUE | ||||||
| 16981 STATE HWY E | CADET | MO | 63630 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $26,500 |
| CLARE'S HOUSE | ||||||
| 1606 BARDMAN CT | HIGH RIDGE | MO | 63049 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $6,000 |
| HEADED HOME IN THE HEARTLAND | ||||||
| 1007 OLIVE ST | DEXTER | MO | 63841 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $2,000 |
| HUMANE SOCIETY OF MISSOURI | ||||||
| 1201 MACKLAND AVE | ST LOUIS | MO | 63110 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $60,000 |
| JEFFERSON COUNTY HUMANE SOCIETY | ||||||
| PO BOX 475 | FENTON | MO | 63026 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $6,000 |
| MISSOURI ALLIANCE FOR ANIMAL LEGISLATION | ||||||
| 5340 DELMAR BLVD STE 105 | ST LOUIS | MO | 63112 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $25,000 |
| PAPIN SUPPORT FACILITY | ||||||
| PO BOX 15153 | ST LOUIS | MO | 63110 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $12,000 |
| RANDY'S RESCUE RANCH | ||||||
| 1400 E HWY 50 | OFALLON | IL | 62269 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $9,000 |
| SHELTER FRIENDS OF ST CHARLES | ||||||
| 4850 MID RIVERS MALL DR | ST PETERS | MO | 63376 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $6,000 |
| ST LOUIS FERAL CAT OUTREACH | ||||||
| 3529 SALENA ST | ST LOUIS | MO | 63118 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED FELINES. | $6,000 |
| STRAY HAVEN RESCUE | ||||||
| PO BOX 190586 | ST LOUIS | MO | 63119 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $12,000 |
| STRAY PAWS RESCUE | ||||||
| 8651 HIGHWAY N BOX 204 | LAKE ST LOUIS | MO | 63367 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $6,000 |
| STRAY RESCUE | ||||||
| 1463 S 18TH ST | ST LOUIS | MO | 63104 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $18,000 |
| THE CLOWDER HOUSE CAT SANCTUARY | ||||||
| 3134 WYOMING ST | ST LOUIS | MO | 63118 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED CATS. | $6,000 |
| WILD BIRD REHAB | ||||||
| 9624 MIDLAND BLVD | ST LOUIS | MO | 63114 | PC | TO PROVIDE SHELTER ANDREHABILITATION TOINJURED BIRDS. | $24,000 |
| WORLD BIRD SANCTUARY | ||||||
| 125 BALD EAGLE RIDGE RD | VALLEY PARK | MO | 63088 | PC | TO PROVIDE SHELTER ANDREHABILITATION TOINJURED BIRDS. | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,302 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143,966 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,370 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $220,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $220,753 | 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 | REBECCA KIBLER, CPA ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $5,000 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 54 SHS AT&T INC | $1,379 | $1,341 |
| 7 SHS ABBOTT LABORATORIES | $213 | $877 |
| 53 SHS ARCHER DANIELS MIDLAND COMPANY | $1,313 | $3,047 |
| 9 SHS AUTOMATIC DATA PROCESSING INC | $429 | $2,315 |
| 12 SHS BECTON DICKINSON & CO | $2,513 | $2,329 |
| 63 SHS BROWN-FORMAN CORPORATION | $1,633 | $1,642 |
| 8 SHS CARDINAL HEALTH INC | $348 | $1,644 |
| 4 SHS CHEVRON CORPORATION | $451 | $610 |
| 17 SHS CINCINNATI FINANCIAL CORPORATION | $654 | $2,776 |
| 9 SHS CINTAS CORPORATION | $89 | $1,693 |
| 16 SHS CLOROX COMPANY | $1,180 | $1,613 |
| 38 SHS COCA-COLA COMPANY | $1,388 | $2,657 |
| 27 SHS COLGATE-PALMOLIVE COMPANY | $1,413 | $2,134 |
| 23 SHS CONSOLIDATED EDISON INC | $1,256 | $2,284 |
| 13 SHS DOVER CORPORATION | $530 | $2,538 |
| 5 SHS ECOLAB INC | $344 | $1,313 |
| 21 SHS EMERSON ELECTRIC COMPANY | $1,010 | $2,787 |
| 23 SHS EXXON MOBIL CORPORATION | $1,985 | $2,768 |
| 4 SHS FRANKLIN RESOURCES INC | $170 | $96 |
| 8 SHS GENUINE PARTS COMPANY | $483 | $984 |
| 3 SHS GRAINGER WW INC | $566 | $3,027 |
| 87 SHS HORMEL FOOD CORPORATION | $1,337 | $2,062 |
| 9 SHS ILLINOIS TOOL WORKS INC | $533 | $2,217 |
| 15 SHS JOHNSON & JOHNSON | $1,034 | $3,104 |
| 18 SHS KIMBERLY CLARK CORPORATION | $1,462 | $1,816 |
| 10 SHS LOWES COMPANIES INC | $319 | $2,412 |
| 34 SHS MCCORMICK & COMPANY INC | $1,080 | $2,316 |
| 9 SHS MCDONALDS CORPORATION | $756 | $2,751 |
| 22 SHS NUCOR CORPORATION | $869 | $3,588 |
| 21 SHS PPG INDUSTRIES INC | $1,209 | $2,152 |
| 18 SHS PEPSICO INC | $1,229 | $2,583 |
| 24 SHS T ROWE PRICE GROUP INC | $1,515 | $2,457 |
| 14 SHS PROCTER & GAMBLE COMPANY | $929 | $2,006 |
| 4 SHS S&P GLOBAL INC | $203 | $2,090 |
| 7 SHS SHERMAN WILLIAMS COMPANY | $357 | $2,268 |
| 9 SHS SOLVENTUM CORPORATION | $495 | $713 |
| 26 SHS STANLEY BLACK & DECKER INC | $1,752 | $1,931 |
| 15 SHS SYSCO CORPORATION | $451 | $1,105 |
| 19 SHS TARGET CORPORATION | $1,185 | $1,857 |
| 16 SHS 3M COMPANY | $1,197 | $2,562 |
| 12 SHS WALMART INC | $273 | $1,337 |
| 269 SHS AMCOR PLC | $1,706 | $2,243 |
| 11 SHS MEDTRONIC PLC | $832 | $1,057 |
| 9 SHS NVENT ELECTRIC PLC | $152 | $918 |
| 24 SHS PENTAIR PLC | $801 | $2,499 |
| 2 SHS CHUBB LTD | $222 | $624 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JACKSON NATIONAL LIFE INSURANCE PERSPECTIVE II ANNUITY | CategoryOrItemTxt |
| Book Value | $2,312,786 | BookValueAmt |
| EOYFMV | $2,712,198 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AMEN, GANTNER & CAPRIANO, LLC LEGAL SERVICES | CategoryTxt |
| Legal Fees | $7,000 | LegalFeesAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON NATIONAL LIFE INSURANCE CO INC - RETURN OF CAPITAL | Desc |
| Revenue And Expenses Per Books | $143,966 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STIFEL INVESTMENT FEES | CategoryTxt |
| Amt | $9,359 | Amt |
| Net Investment Income | $9,359 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $3,490 | Amt |