KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN (EIN 20-5137010)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-13
- IRS object ID
- 202321349349100102
- Schema version
- 2022v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-13T21:16:36-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | AMEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca A Kibler CPA | PreparerPersonNm |
| PTIN | P01403260 | PTIN |
| Phone | 3147123802 | PhoneNum |
| Preparation | 2023-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $2,822,744 | 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 | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,805 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,842 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $40 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $143,966 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $143,966 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $271,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,620 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $40 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,600 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,114 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,114 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,404 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $223 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $223 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $36,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $422,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $386,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$150,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $265,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,000 | CashBOYAmt |
| Cash EOY | $2,597 | CashEOYAmt |
| Cash EOYFMV | $2,597 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $366,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $301,093 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $591,309 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $2,507,125 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,507,125 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,228,838 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,936,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,810,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,822,744 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,427 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,427 | 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 | $2,936,078 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,785,388 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,936,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,785,388 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,936,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,810,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,936,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$150,690 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,785,388 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,785,388 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 24 SHS ABBOTT LABORATORIES | P | 2012-11-16 | 2022-02-01 | $3,050 | $0 | $730 | $2,320 | $0 | $0 | $0 | $2,320 |
| 140 SHS ARCHER-DANIELS-MIDLAND CO | P | 2012-11-16 | 2022-10-24 | $12,036 | $0 | $3,469 | $8,567 | $0 | $0 | $0 | $8,567 |
| 29 SHS AUTOMATIC DATA PROCESSING | P | 2012-11-16 | 2022-10-24 | $6,914 | $0 | $1,383 | $5,531 | $0 | $0 | $0 | $5,531 |
| 25 SHS BECTON DICKINSON & CO | P | 2012-11-16 | 2022-10-24 | $6,071 | $0 | $1,886 | $4,185 | $0 | $0 | $0 | $4,185 |
| 58 SHS BROWN-FORMAN CORP | P | 2012-11-16 | 2022-10-24 | $3,974 | $0 | $1,504 | $2,470 | $0 | $0 | $0 | $2,470 |
| 58 SHS CDK GLOBAL HOLDINGS CHG LLC | P | 2012-11-16 | 2022-07-08 | $3,182 | $0 | $1,200 | $1,982 | $0 | $0 | $0 | $1,982 |
| 54 SHS CARDINAL HEALTH INC | P | 2013-01-15 | 2022-10-24 | $3,980 | $0 | $2,347 | $1,633 | $0 | $0 | $0 | $1,633 |
| 19 SHS CHEVRON CORPORATION | P | 2013-01-15 | 2022-10-24 | $3,118 | $0 | $2,144 | $974 | $0 | $0 | $0 | $974 |
| 53 SHS CINCINNATI FINANCIAL CORP | P | 2012-11-16 | 2022-10-24 | $6,134 | $0 | $2,039 | $4,095 | $0 | $0 | $0 | $4,095 |
| 14 SHS CINTAS CORP | P | 2012-11-16 | 2022-10-24 | $5,652 | $0 | $553 | $5,099 | $0 | $0 | $0 | $5,099 |
| 21 SHS CLOROX COMPANY | P | 2012-11-16 | 2022-10-24 | $2,987 | $0 | $1,549 | $1,438 | $0 | $0 | $0 | $1,438 |
| 50 SHS COCA-COLA COMPANY | P | 2012-11-16 | 2022-10-24 | $2,970 | $0 | $1,826 | $1,144 | $0 | $0 | $0 | $1,144 |
| 14 SHS COLGATE-PALMOLIVE CO | P | 2012-11-16 | 2022-10-24 | $999 | $0 | $733 | $266 | $0 | $0 | $0 | $266 |
| 40 SHS CONSOLIDATED EDISON INC | P | 2012-11-16 | 2022-10-24 | $3,585 | $0 | $2,185 | $1,400 | $0 | $0 | $0 | $1,400 |
| 40 SHS DOVER CORP COMMON | P | 2012-11-16 | 2022-02-01 | $3,032 | $0 | $734 | $2,298 | $0 | $0 | $0 | $2,298 |
| 0.8 SHS EMBECTA CORP | P | 2017-12-29 | 2022-04-01 | $25 | $0 | $17 | $8 | $0 | $0 | $0 | $8 |
| 68 SHS EMERSON ELECTRIC CO | P | 2012-11-16 | 2022-10-24 | $6,062 | $0 | $3,271 | $2,791 | $0 | $0 | $0 | $2,791 |
| 13 SHS EXXON MOBIL CORP | P | 2012-11-16 | 2022-03-01 | $1,027 | $0 | $1,122 | -$95 | $0 | $0 | $0 | -$95 |
| 72 SHS GENUINE PARTS CO COM | P | 2012-11-16 | 2022-10-24 | $11,101 | $0 | $4,344 | $6,757 | $0 | $0 | $0 | $6,757 |
| 13 SHS GRAINGER W W INC | P | 2012-11-16 | 2022-10-24 | $6,949 | $0 | $2,454 | $4,495 | $0 | $0 | $0 | $4,495 |
| 123 SHS HORMEL FOODS CORPORATION | P | 2012-11-16 | 2022-10-24 | $5,982 | $0 | $1,890 | $4,092 | $0 | $0 | $0 | $4,092 |
| 19 SHS ILLINOIS TOOL WORKS INC | P | 2012-11-16 | 2022-10-24 | $4,067 | $0 | $1,126 | $2,941 | $0 | $0 | $0 | $2,941 |
| 42 SHS JOHNSON & JOHNSON | P | 2012-11-16 | 2022-10-24 | $7,274 | $0 | $2,896 | $4,378 | $0 | $0 | $0 | $4,378 |
| 9 SHS LOWES COMPANIES INC | P | 2012-11-16 | 2022-02-01 | $2,134 | $0 | $287 | $1,847 | $0 | $0 | $0 | $1,847 |
| 30 SHS MCCORMICK & CO INC | P | 2012-11-16 | 2022-02-01 | $2,986 | $0 | $953 | $2,033 | $0 | $0 | $0 | $2,033 |
| 28 SHS MCDONALDS CORP | P | 2012-11-16 | 2022-10-24 | $7,137 | $0 | $2,351 | $4,786 | $0 | $0 | $0 | $4,786 |
| 81 SHS NUCOR CORP | P | 2012-11-16 | 2022-10-24 | $11,160 | $0 | $3,200 | $7,960 | $0 | $0 | $0 | $7,960 |
| 7 SHS PPG INDUSTRIES INC | P | 2012-11-16 | 2022-02-01 | $1,091 | $0 | $403 | $688 | $0 | $0 | $0 | $688 |
| 47 SHS PEPSICO INCORPORATED | P | 2012-11-16 | 2022-10-24 | $8,153 | $0 | $3,210 | $4,943 | $0 | $0 | $0 | $4,943 |
| 40 SHS PROCTER & GAMBLE CO | P | 2012-11-16 | 2022-10-24 | $5,876 | $0 | $2,653 | $3,223 | $0 | $0 | $0 | $3,223 |
| 3 SHS S&P GLOBAL INC | P | 2012-11-16 | 2022-10-24 | $893 | $0 | $152 | $741 | $0 | $0 | $0 | $741 |
| 12 SHS STANLEY BLACK & DECKER INC | P | 2012-11-16 | 2022-02-01 | $2,060 | $0 | $809 | $1,251 | $0 | $0 | $0 | $1,251 |
| 125 SHS SYSCO CORPORATION | P | 2012-11-16 | 2022-10-24 | $10,144 | $0 | $3,755 | $6,389 | $0 | $0 | $0 | $6,389 |
| 5 SHS TARGET CORP | P | 2012-11-16 | 2022-02-01 | $1,091 | $0 | $312 | $779 | $0 | $0 | $0 | $779 |
| 45 SHS WALMART INC | P | 2012-11-16 | 2022-10-24 | $6,493 | $0 | $3,074 | $3,419 | $0 | $0 | $0 | $3,419 |
| 0.914 SHS WARNER BROS DISCOVERY INC | P | 2012-11-16 | 2022-04-11 | $22 | $0 | $30 | -$8 | $0 | $0 | $0 | -$8 |
| 427 SHS AMCOR PLC | P | 2012-11-16 | 2022-10-24 | $5,006 | $0 | $2,709 | $2,297 | $0 | $0 | $0 | $2,297 |
| 9 SHS MEDTRONIC PLC | P | 2015-01-27 | 2022-04-08 | $1,013 | $0 | $681 | $332 | $0 | $0 | $0 | $332 |
| 15 SHS CHUBB LTD | P | 2016-01-15 | 2022-10-24 | $3,018 | $0 | $1,665 | $1,353 | $0 | $0 | $0 | $1,353 |
| WELLS FARGO CLEARING SERVICES LLC | P | 2022-12-31 | 2022-12-31 | $40 | $0 | $0 | $40 | $0 | $0 | $0 | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,842 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $40 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,687 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,687 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,540 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,540 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,540 | OriginalReturnOverpaymentAmt |
| Overpayment | $853 | OverpaymentAmt |
| Applied To ES Tax | $853 | 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 | $7,000 | $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 | $3,757,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,767,076 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,767,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,710,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $185,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $185,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,687 | TotalTaxAmt |
| Distributable Before Adj | $181,842 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $181,842 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $181,842 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $386,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $386,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,842 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $261,372 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $194,229 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $408,105 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $353,450 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $347,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,564,656 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $386,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $386,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,950,656 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $181,842 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $261,372 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,689,284 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $194,229 | ExcessFromYear4Amt |
| Excess From Year3 | $408,105 | ExcessFromYear3Amt |
| Excess From Year2 | $353,450 | ExcessFromYear2Amt |
| Excess From Year1 | $347,500 | ExcessFromYear1Amt |
| Excess From Current Year | $386,000 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | 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. | $8,500 |
| CARE | ||||||
| PO BOX 2203 | HILLSBORO | MO | 63050 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $24,000 |
| COALITION FOR ANIMAL RESCUE | ||||||
| PO BOX 2203 | HILLSBORO | MO | 63050 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $13,200 |
| CLOWDER HOUSE CAT SANCTUARY | ||||||
| 3134 WYOMING ST | ST LOUIS | MO | 63118 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $6,000 |
| THE CLAIRE FOUNDATION | ||||||
| 4955 LONDON RD | FARMINGTON | MO | 63640 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $6,000 |
| FIVE ACRES ANIMAL SHELTER | ||||||
| 1099 PRALLE LANE | ST CHARLES | MO | 63303 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $53,800 |
| GATEWAY PET GUARDIANS | ||||||
| 5321 MANCHESTER RD | ST LOUIS | MO | 63110 | PC | TO PROVIDE SHELTERAND CARE FOR HOMELESS ANIMALS. | $3,000 |
| 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. | $10,500 |
| MISSOURI ALLIANCE FOR ANIMAL LEGISLATION | ||||||
| 5340 DELMAR BLVD STE 105 | ST LOUIS | MO | 63112 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $30,000 |
| OPEN DOOR ANIMAL SANCTUARY | ||||||
| 6065 DUDA RD | HOUSE SPRINGS | MO | 63051 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $5,000 |
| 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. | $13,000 |
| SHELTER FRIENDS | ||||||
| 2835 W RANDOLPH ST | ST CHARLES | MO | 63301 | 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 PAWS RESCUE | ||||||
| 8651 HIGHWAY N BOX 204 | LAKE ST LOUIS | MO | 63367 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $11,000 |
| STRAY HAVEN RESCUE | ||||||
| PO BOX 190586 | ST LOUIS | MO | 63119 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $12,000 |
| STRAY RESCUE | ||||||
| 1463 S 18TH ST | ST LOUIS | MO | 63104 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $17,000 |
| WILD BIRD REHAB | ||||||
| 9624 MIDLAND BLVD | ST LOUIS | MO | 63114 | PC | TO PROVIDE SHELTER ANDREHABILITATION TOINJURED BIRDS. | $29,000 |
| WORLD BIRD SANCTUARY | ||||||
| 125 BALD EAGLE RIDGE RD | VALLEY PARK | MO | 63088 | PC | TO PROVIDE SHELTER ANDREHABILITATION TOINJURED BIRDS. | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,836 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,842 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,685 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,685 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 2022-12 | Purchased | 2022-12 | $40 | $0 | $40 |
| WELLS FARGO CLEARING SERVICES LLC | 2016-01 | Purchased | 2022-10 | $178,448 | $67,646 | $110,802 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO STOCKS, OPTIONS & ETFS | StockNm |
| EOY Book Value | $301,093 | EOYBookValueAmt |
| EOYFMV | $591,309 | EOYFMVAmt |
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 | $2,507,125 | BookValueAmt |
| EOYFMV | $2,228,838 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON NATIONAL LIFE INSURANCE | Desc |
| Revenue And Expenses Per Books | $143,966 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $143,966 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELLS FARGO MARGIN LOAN | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $25,427 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO ADVISORS INVESTMENT FEES | CategoryTxt |
| Amt | $6,114 | Amt |
| Net Investment Income | $6,114 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $3,404 | Amt |