EDNA HADDAD CHAR TR 125590: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: EDNA HADDAD CHAR TR 125590 (EIN 43-6557476)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2024-11-14
IRS object ID: 202443199349103614
Schema version: 2023v5.1
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
Other Decreases Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T14:01:26-06:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	436557476	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EDNA HADDAD CHARITABLE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HADD	BusinessNameControlTxt
Phone	3147467329	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 11356	AddressLine1Txt
City	CLAYTON	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	631050156	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	COMMERCE TRUST CO	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	3147467329	PhoneNum
Signature	2024-11-14	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$380,046	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$9,590	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$9,590	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$2,400	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$90,802	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$120	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$7,310	TotalRevAndExpnssAmt
Total Net Invst Incm	$9,590	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$7,130	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$4,879	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$2,251	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$72	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$72	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$7,202	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,951	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,251	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$17,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$17,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$24,702	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,951	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$19,751	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$17,392	ExcessRevenueOverExpensesAmt
Net Investment Income	$4,639	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,413	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,729	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,729	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY	$200,517	CorporateStockBOYAmt
Corporate Stock EOY	$188,183	CorporateStockEOYAmt
Corporate Stock EOYFMV	$246,500	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$143,384	CorporateBondsBOYAmt
Corporate Bonds EOY	$135,638	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$128,817	CorporateBondsEOYFMVAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$346,314	TotalAssetsBOYAmt
Total Assets EOY	$328,550	TotalAssetsEOYAmt
Total Assets EOYFMV	$380,046	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$346,314	CapitalStockBOYAmt
Capital Stock EOY	$328,550	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$346,314	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$328,550	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$346,314	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$328,550	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$346,314	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$17,392	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$328,922	SubtotalAmt
Other Decreases	$372	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$328,550	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
35. SCHWAB SHORT TERM US TREASURY ETF	2023-04-04	2023-07-05	$1,674	$1,715	-$41	-$41
95. SCHWAB SHORT TERM US TREASURY ETF	2022-06-28	2023-07-05	$4,545	$4,663	-$118	-$118
57.625 INVESCO MAIN STREET SMALL CAP FUND R6	2022-01-04	2023-07-06	$1,104	$1,244	-$140	-$140
23.652 ARTISAN MID CAP FUND-INS	2021-03-26	2023-07-06	$912	$1,277	-$365	-$365
53.02 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337	2022-01-04	2023-07-06	$2,158	$2,613	-$455	-$455
14.114 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL #339	2021-05-04	2023-07-06	$601	$778	-$177	-$177
66.333 FIDELITY MID CAP VALUE INDEX FUND	2020-06-05	2023-07-06	$1,571	$1,248	$323	$323
39.052 JPMORGAN HEDGED EQUITY FUND-R6	2021-09-28	2023-07-06	$1,079	$1,024	$55	$55
29.676 MFS RESEARCH INTERNATIONAL FUND R6	2022-03-25	2023-07-06	$629	$652	-$23	-$23
762.103 NORTHERN FUNDS ACTIVE M EMERGING MARKETS	2022-03-25	2023-07-06	$10,227	$13,266	-$3,039	-$3,039
34.508 T ROWE PRICE GROWTH STOCK FUND-I	2022-06-29	2023-07-06	$2,803	$3,264	-$461	-$461
59.884 T ROWE PRICE OVERSEAS STOCK FUND-I	2021-06-25	2023-07-06	$710	$794	-$84	-$84
28.888 NUVEEN LARGE CAP GROWTH INDEX FUND- R6 #7292	2021-05-04	2023-07-06	$1,371	$1,101	$270	$270
5. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF	2022-06-28	2023-10-03	$457	$457
64.572 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND K	2022-01-04	2023-10-04	$632	$674	-$42	-$42
75. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF	2023-07-05	2024-01-03	$6,854	$6,865	-$11	-$11
110. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF	2022-08-10	2024-01-03	$10,052	$10,065	-$13	-$13
416.921 INVESCO MAIN STREET SMALL CAP FUND R6	2022-01-04	2024-01-04	$8,418	$8,997	-$579	-$579
74.754 ARTISAN MID CAP FUND-INS	2021-03-26	2024-01-04	$2,994	$4,035	-$1,041	-$1,041
59.76 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL #339	2022-01-04	2024-01-04	$2,530	$2,990	-$460	-$460
265.642 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO	2022-03-25	2024-01-04	$5,029	$5,448	-$419	-$419
266.825 FIDELITY MID CAP VALUE INDEX FUND	2022-09-29	2024-01-04	$6,569	$5,086	$1,483	$1,483
185.303 COMMERCE BOND FUND FUND #333	2022-01-04	2024-04-03	$3,252	$3,631	-$379	-$379
11.913 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337	2022-01-04	2024-04-03	$559	$571	-$12	-$12
244.202 DODGE & COX INCOME FUND	2021-03-26	2024-04-03	$3,021	$3,448	-$427	-$427
13.459 T ROWE PRICE GROWTH STOCK FUND-I	2022-06-29	2024-04-03	$1,309	$861	$448	$448
227.468 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO	2022-09-29	2024-06-13	$4,547	$4,183	$364	$364
159.464 DODGE & COX INCOME FUND	2021-03-26	2024-06-13	$2,009	$2,252	-$243	-$243
237.361 DODGE & COX INCOME FUND	2021-03-26	2024-06-13	$2,991	$3,352	-$361	-$361
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P
CAPITAL GAIN DIVIDENDS					$3,186		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$2,400	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$64	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$64	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$64	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$237	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$237	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$173	OverpaymentAmt
Applied To ES Tax	$173	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	COMMERCE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3147463971	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	8000 FORSYTH BLVD	AddressLine1Txt
City	CLAYTON	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	63105	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	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

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
COMMERCE TRUST
PO BOX 11356	CLAYTON	MO	63105	TRUSTEE	1	$4,380
COMMERCE TRUST
PO BOX 11356	CLAYTON	MO	63105	TAX PREPARATION	01	$2,750

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

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$362,351	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$10,322	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$372,673	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$372,673	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$5,590	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$367,083	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$18,354	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$18,354	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$64	TaxBasedOnInvestmentIncomeAmt
Total Tax	$64	TotalTaxAmt
Distributable Before Adj	$18,290	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$18,290	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$18,290	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$19,751	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$19,751	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$18,290	DistributableAsAdjustedAmt
Undistributed Income PY	$17,217	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$19,751	QualifyingDistributionsAmt
Applied To Year1	$17,217	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,534	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$15,756	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
PLACES FOR PEOPLE INCORPORATED
1001 LYNCH STREET	ST LOUIS	MO	63118	NONE	PC	GENERAL OPERATIONS	$5,800
DEPAUL USA
5725 SPRAGUE ST	PHILADELPHIA	PA	19138	NONE	PC	GENERAL OPERATIONS	$5,900
WORLD BIRD SANCTUARY
125 BALD EAGLE RIDGE RD	VALLEY PARK	MO	63088	NONE	PC	GENERAL OPERATIONS	$5,800

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$17,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$9,590	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$2,400	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$7,310	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$7,310	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

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	Yes (true)	RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail (8 entries)

Organization TypeOrganizationTypeDesc	Relationship DescriptionRelationshipDescriptionTxt
ANN A TRAVER CHARITABLE TRUST B
501(c)(4)	COMMON TRUSTEE
IVY J TRIMMER - CHRISTIAN CHURCH
501(c)(4)	COMMON TRUSTEE
IVY J TRIMMER TRUST
501(c)(4)	COMMON TRUSTEE
ALICE G OGG TRUST UNDER WILL
501(c)(4)	COMMON TRUSTEE
MARY HARTMANN FOUNDATION
501(c)(4)	COMMON TRUSTEE
SHAARE SHOLEM CEMETERY TRUST
501(c)(13)	COMMON TRUSTEE
ADATH JOSEPH CEMETERY FUND
501(c)(13)	COMMON TRUSTEE
NINA BOZARTH TUW FBO KAMPF
501(c)(13)	COMMON TRUSTEE

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	BOOK-TO-TAX ADJUSTMENT	Desc
Amt	$372	Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Revenue And Expenses Per Books	$120	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON QUALIFIED FOR	$56	$56	$0
FOREIGN TAXES ON NONQUALIFIED	$16	$16	$0