PERSHING CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PERSHING CHARITABLE TRUST (EIN 43-6103545)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-03-23
- IRS object ID
- 202340829349100404
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-23T08:57:33-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7676 FORSYTH BLVD SUITE 2100 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436103545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERSHING CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERS | BusinessNameControlTxt |
| Phone | 3144521856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7711 BONHOMME SUITE 875 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM L POLK JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3142594205 | PhoneNum |
| Signature | 2023-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | POLK JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A RYAN | PreparerPersonNm |
| PTIN | P00829977 | PTIN |
| Phone | 3142903300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $88,492,169 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,697,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,697,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,716,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,791,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,716,220 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,413,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,413,711 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $33,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,025 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $51,875 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $319,715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $312,993 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $437,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $346,018 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,871,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,871,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,309,040 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $346,018 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,904,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,895,329 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,067,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,218,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $844,622 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $844,622 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $31,421 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $29,446 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $29,446 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $84,316,192 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,723,632 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $85,588,787 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,351,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,424,870 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,029,314 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $86,917,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,022,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,492,169 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $86,917,899 | CapitalStockBOYAmt |
| Capital Stock EOY | $85,022,570 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,917,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,022,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,917,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,022,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,917,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,895,329 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $85,022,570 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,022,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $26,393,445 | $25,075,056 | $1,318,389 | $1,318,389 | |
| CAPITAL GAINS DIVIDENDS | $397,831 | $397,831 | $397,831 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,716,220 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,321 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $81,321 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $38,680 | OverpaymentAmt |
| Applied To ES Tax | $38,680 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM L POLK JR | IndividualWithBooksNm |
| Phone | 3142594205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7711 BONHOMME AVENUE SUITE 875 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM L POLK JR | ||||||||
| 7711 BONHOMME SUITE 875 | ST LOUIS | MO | 63105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARIAN MEHAN | ||||||||
| 7711 BONHOMME SUITE 875 | ST LOUIS | MO | 63105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| REV STEVE LAWLER | ||||||||
| 7711 BONHOMME SUITE 875 | ST LOUIS | MO | 63105 | TRUSTEE | 1.00 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $105,481,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,406,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,888,264 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $106,888,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,603,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $105,284,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,264,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,264,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,641 | TotalTaxAmt |
| Distributable Before Adj | $5,221,606 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,221,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,221,606 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,904,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,904,425 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,221,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $40,515 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,927 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $14,835 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,904,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,904,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $73,277 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $73,277 | 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 | $243,904 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM L POLK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ST ANDREWS LANE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3144521856 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AT STILL UNIVERSITY OF HEALTH SCIENCES | |||||||
| 800 W JEFFERSON | KIRKSVILLE | MO | 63501 | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| ACCESS ACADEMIES | |||||||
| 3500 LINDELL BLVD 200 | ST LOUIS | MO | 63103 | PC | GENERAL CHARITABLE PURPOSES | $300,000 | |
| ALMOST HOME | |||||||
| 22 S 4TH AVE SUITE 102 | BRIGHTON | CO | 80601 | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| ANGLICAN DIGEST | |||||||
| 805 COUNTY ROAD 102 | EUREKA SPRINGS | AR | 72632 | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| ARCH GRANTS | |||||||
| 2315 LOCUST ST | ST LOUIS | MO | 63103 | PC | GENERAL CHARITABLE PURPOSES | $69,500 | |
| ASSISI HOUSE | |||||||
| 117 GREEN ACRES RD | ST LOUIS | MO | 63137 | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| BEYOND HOUSING | |||||||
| 6221 VETTER PI | ST LOUIS | MO | 63121 | PC | GENERAL CHARITABLE PURPOSES | $125,000 | |
| BOYS AND GIRLS CLUB | |||||||
| 2901 N GRAND BLVD | ST LOUIS | MO | 63107 | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| BOYS HOPE GIRLS HOPE ST LOUIS | |||||||
| 9027 ELINOR AVE | RICHMOND HEIGHTS | MO | 63117 | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| CASA DE SALUD | |||||||
| 3200 CHOUTEAU AVE | ST LOUIS | MO | 63103 | PC | GENERAL CHARITABLE PURPOSES | $70,000 | |
| CASA OF ST LOUIS | |||||||
| 105 S CENTRAL AVE | ST LOUIS | MO | 63105 | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| CENTRAL INSTITUTE FOR THE DEAF | |||||||
| 825 S TAYLOR AVE | ST LOUIS | MO | 63110 | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| CITY ACADEMY | |||||||
| 4175 N KINGSHIGHWAY BLVD | ST LOUIS | MO | 63115 | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |
| COCA - CENTER OF CREATIVE ARTS | |||||||
| 6880 WASHINGTON AVE | ST LOUIS | MO | 63130 | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |
| COLORADO OUTDOOR EDUCATION CENTER INC | |||||||
| PO BOX 167 | FLORISSANT | CO | 80816 | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| CONCORDANCE ACADEMY | |||||||
| 1845 BORMAN CT | ST LOUIS | MO | 63146 | PC | GENERAL CHARITABLE PURPOSES | $400,000 | |
| EARTHDANCE FARMS | |||||||
| 233 S DADE AVE | FERGUSON | MO | 63135 | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| EDEN THEOLOGICAL SEMINARY | |||||||
| 475 EAST LOCKWOOD AVENUE | ST LOUIS | MO | 63119 | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |
| EMMAUS HOMES INC | |||||||
| 3731 MUELLER RD | ST LOUIS | MO | 63301 | PC | GENERAL CHARITABLE PURPOSES | $3,000 | |
| EPISCOPAL CHURCH OF ST MICHAEL & ST GEORGE | |||||||
| 6345 WYDOWN BLVD | ST LOUIS | MO | 63105 | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| EPISCOPAL CITY MISSION OF THE DIOCESE OF MISSOURI | |||||||
| 1210 LOCUST ST STE 306 | ST LOUIS | MO | 63103 | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| FLANCE EARLY LEARNING CENETER | |||||||
| 1908 OFALLON ST | ST LOUIS | MO | 63106 | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DRIVE IN FOREST PARK | ST LOUIS | MO | 63112 | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| FRIENDS OF BELLEFONTAINE CEMETERY | |||||||
| 4947 W FLORISSANT AVE | ST LOUIS | MO | 63115 | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| GATEWAY EITC COMMUNITY COALITION | |||||||
| 910 N 11TH STREET | ST LOUIS | MO | 63101 | PC | GENERAL CHARITABLE PURPOSES | $9,000 | |
| GOOD SHEPHERD SCHOOL FOR CHILDREN | |||||||
| 1170 TIMBER RUN DR | ST LOUIS | MO | 63146 | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| GREAT CIRCLE | |||||||
| PO BOX 189 | ST JAMES | MO | 65559 | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| GREAT RIVERS GREENWAY FOUNDATION | |||||||
| 6174 DELMAR BLVD | ST LOUIS | MO | 63112 | PC | GENERAL CHARITABLE PURPOSES | $500,000 | |
| GREATER ST LOUIS INC FOUNDATION | |||||||
| 211 NORTH BROADWAY STE 1300 | ST LOUIS | MO | 63102 | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| HAWTHORN LEADERSHIP SCHOOL FOR GIRLS | |||||||
| 1901 N KINGSHIGHWAY BLVD | ST LOUIS | MO | 63113 | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| HOME SWEET HOME | |||||||
| 5707 W CERMAK RD | CICERO | IL | 60804 | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| HOMEWORKS | |||||||
| 1968 INNERBELT BUSINESS CENTER DR | ST LOUIS | MO | 63114 | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| INDEPENDENCE CENTER | |||||||
| 4245 FOREST PARK AVE | ST LOUIS | MO | 63108 | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| LIFT FOR LIFE ACADEMY | |||||||
| 1731 S BROADWAY | ST LOUIS | MO | 63104 | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| MAIN STREET COMMUNITY CENTER | |||||||
| 1003 N MAIN ST | EDWARDSVILLE | IL | 62025 | PC | GENERAL CHARITABLE PURPOSES | $18,000 | |
| MARIAN MIDDLE SCHOOL | |||||||
| 4130 WYOMING ST | ST LOUIS | MO | 63116 | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| MARYGROVE | |||||||
| 8425 W MCNICHOLAS RD | DETRIOT | MI | 48224 | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| MISSOURI VETERANS ENDEAVOR | |||||||
| 8410 ENGLER PARK CT | ST LOUIS | MO | 63114 | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| NASHOTAH HOUSE | |||||||
| 2777 MISSION RD | NASHOTAH | WI | 53058 | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| NINE NETWORK OF PUBLIC MEDIA | |||||||
| 3655 OLIVE ST | ST LOUIS | MO | 63108 | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| NORTH SIDE COMMUNITY SCHOOL | |||||||
| 3033 N EUCLID AVE | ST LOUIS | MO | 63115 | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| NPOWER INC | |||||||
| 55 WASHINGTON ST STE 560 | BROOKLYN | NY | 11201 | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| ONE WEST FLORISSANT COMMUNITY DEVELOPMENT CORP | |||||||
| 1321 HUDSON RD | FERGUSON | MO | 63135 | PC | GENERAL CHARITABLE PURPOSES | $80,000 | |
| OPERA THEATRE OF SAINT LOUIS | |||||||
| 210 HAZEL AVE | ST LOUIS | MO | 63119 | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| OPERATION FOOD SEARCH | |||||||
| 1644 LOTSIE BLVD | ST LOUIS | MO | 63132 | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| PARAQUAD | |||||||
| 5240 OAKLAND AVE | ST LOUIS | MO | 63110 | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| PETER AND PAUL COMMUNITY SERVICES | |||||||
| 2612 WYOMING ST | ST LOUIS | MO | 63118 | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| PLACES FOR PEOPLE | |||||||
| 1001 LYNCH ST | ST LOUIS | MO | 63118 | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| PROMISE COMMUNITY HOMES | |||||||
| 1240 DAUTEL LANE ST | ST LOUIS | MO | 63146 | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| PROVIDENT BEHAVIORAL HEALTH | |||||||
| 2650 OLIVE ST | ST LOUIS | MO | 63103 | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| QUEEN OF PEACE CENTER | |||||||
| 325 NORTH NEWSTEAD AVE | ST LOUIS | MO | 63108 | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| RADIO ARTS FOUNDATION | |||||||
| 7711 CARONDELET AVE 302 | ST LOUIS | MO | 63105 | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |
| RANKEN JORDAN PEDIATRIC BRIDGE HOSPITAL | |||||||
| 11365 DORSETT RD | MARYLAND HEIGHTS | MO | 63043 | PC | GENERAL CHARITABLE PURPOSES | $14,000 | |
| RANKEN TECHNICAL COLLEGE | |||||||
| 4431 FINNEY AVE | ST LOUIS | MO | 63113 | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| READY READERS | |||||||
| 10403 BAUR BLVD STE H | ST LOUIS | MO | 63132 | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| SAINT LOUIS MERCANTILE LIBRARY | |||||||
| 1 UNIVERSITY BLVD | ST LOUIS | MO | 63121 | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| SHAKESPEARE FESTIVAL OF SAINT LOUIS | |||||||
| 5715 ELIZABETH AVE | ST LOUIS | MO | 63110 | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| ST LOUIS UNIVERSITY - TRANSFORMATIVE WORKFORCE ACADEMY | |||||||
| 1 N GRAND BLVD | ST LOUIS | MO | 63103 | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| SAINT LOUIS ZOO ASSOCIATION | |||||||
| 1 GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| SOULFISHER MINISTRIES | |||||||
| 7267 NATURAL BRIDGE RD | ST LOUIS | MO | 63121 | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| SSM HEALTH CARDINAL GLENNON CHILDREN'S FOUNDATION | |||||||
| 3800 PARK AVE | ST LOUIS | MO | 63110 | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| ST ANDREW'S CHARITABLE FOUNDATION | |||||||
| 1001 CRAIG RD STE 200 | ST LOUIS | MO | 63146 | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| ST LOUIS ARC | |||||||
| 1177 N WARSON RD | ST LOUIS | MO | 63132 | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| SAINT LOUIS AREA DIAPER BANK | |||||||
| 6141 ETZEL AVE | ST LOUIS | MO | 63133 | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| SAINT LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | PC | GENERAL CHARITABLE PURPOSES | $1,000,000 | |
| ST LOUIS UNIVERSITY - MORRISON RESEARCH LAB | |||||||
| NORTH GRAND BLD DUBOURG HALL 450 | ST LOUIS | MO | 63121 | PC | GENERAL CHARITABLE PURPOSES | $70,000 | |
| SAINT PATRICK CENTER | |||||||
| 800 N TUCKER BLVD | ST LOUIS | MO | 63101 | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| TANZANIAN CHILDREN'S FUND | |||||||
| 9 WATERHOUSE ST | CAMBRIDGE | MA | 02138 | PC | GENERAL CHARITABLE PURPOSES | $120,400 | |
| THE LAUNCHCODE FOUNDATION | |||||||
| 4811 DELMAR BLVD | ST LOUIS | MO | 63108 | PC | GENERAL CHARITABLE PURPOSES | $80,000 | |
| THE SCHOLARSHIP FOUNDATION OF ST LOUIS | |||||||
| 6825 CLAYTON AVE STE 100 | ST LOUIS | MO | 63139 | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| UNLEASHING POTENTIAL | |||||||
| 1000 N VANDEVENTER AVE STE 2 | ST LOUIS | MO | 63113 | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| URBAN LEAGUE OF METRO SAINT LOUIS | |||||||
| 1440 S COMPTON AVE | ST LOUIS | MO | 63104 | PC | GENERAL CHARITABLE PURPOSES | $200,000 | |
| VARIETY CHILDREN'S CHARITY OF ST LOUIS | |||||||
| 11840 WESTLINE INDUSTRIAL DR STE | ST LOUIS | MO | 63146 | PC | GENERAL CHARITABLE PURPOSES | $5,000 | 220 |
| WORLD PEDIATRIC PROJECT | |||||||
| 7201 GLEN FOREST DR STE 304 | RICHMOND | VA | 23226 | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,871,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,697,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,716,220 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,413,711 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,413,711 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX RETURN PREPARATION | $22,050 | $11,025 | $11,025 |
| BOOKKEEPING SERVICES | $44,000 | $22,000 | $22,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT | $822,731 | $679,930 |
| FIDELITY 500 INDEX | $20,163,275 | $25,984,833 |
| FINANCIAL SELECT SECTOR SPDR | $553,823 | $697,066 |
| INDUSTRIAL SELECT SECT SPDR | $452,960 | $672,247 |
| SIX CIRCLE MDG EQ US UNICON | $21,589,386 | $22,744,871 |
| FIDELITY INTL INDX- INST PRM | $2,195,975 | $1,675,053 |
| JP MORGAN BETABUILDERS CANADA | $1,272,790 | $1,511,993 |
| SIX CIRCLE MGD EQ INTL UNCON | $9,113,506 | $8,404,631 |
| JP MORGAN BETABUILDER EUROPE ETF | $943,774 | $655,763 |
| JPMORGAN BETABUILDER JAPAN ETF | $3,071,834 | $2,586,091 |
| JPM BTABLDRS DEV ASIA Z-JPN | $1,578,088 | $1,340,835 |
| BLCKRCK HI YLD BND PORT K | $192,170 | $176,383 |
| ISHARES 7-10 YEAR TREASURY B | $376,915 | $361,114 |
| ISHARES US TREASURY BOND ETF | $377,210 | $363,591 |
| PIMCO SHORT-TERM FUND-INST | $194,197 | $191,172 |
| PIMCO INV GRD CRD BND-INST | $756,555 | $623,424 |
| PIMCO INCOME FUND-INS | $211,826 | $180,236 |
| PGIM HIGH YIELD- R6 | $192,170 | $174,593 |
| VANGUARD TOT BD MKT IDX-ADM | $7,943,417 | $6,951,679 |
| VANGUARD SHORT-TERM BOND ETF | $588,547 | $554,790 |
| VANGUARD TOTAL BOND MARKET | $1,601,624 | $1,433,733 |
| VANGUARD MORTGAGE-BACKED SEC | $2,686,813 | $2,356,539 |
| ALLSPRING CORE BOND - R6 | $4,361,361 | $3,813,998 |
| VANGUARD TTL INTL BND-ADM | $868,731 | $753,873 |
| PCT BLOCKER | $250,000 | $250,000 |
| L&C AGRIFOOD FUND II, LP | $363,954 | $450,349 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EGIS SECURITY II LP | AT COST | $160,634 | $384,550 |
| EGIS CAPITAL III LP | AT COST | $264,236 | $272,649 |
| A-57 | AT COST | $1,000,000 | $0 |
| A- SERIES 1204 | AT COST | $0 | $1,372,115 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $312,993 | $312,993 | $0 |
| MISCELLANEOUS EXPENSES | $6,722 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $51,875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |