STRATEGY STUDIO / PUBLIC DATA EXPLORER

EDNA HADDAD CHAR TR 125590: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
EDNA HADDAD CHAR TR 125590 (EIN 43-6557476)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-09
IRS object ID
202313139349102546
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-09T16:00:06-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436557476EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDNA HADDAD CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHADDBusinessNameControlTxt
Phone3147467329PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 11356AddressLine1Txt
CityCLAYTONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631050156ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOMMERCE TRUST COPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3147467329PhoneNum
Signature2023-11-09SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$362,554FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,662DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,662DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$421NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,934GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$421CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$9,083TotalRevAndExpnssAmt
Total Net Invst Incm$9,083TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$6,605CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,284CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,321CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$403TaxesRevAndExpnssAmt
Taxes Net Invst Incm$115TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$7,008TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,399TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,321TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,008TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,399TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$18,321TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,925ExcessRevenueOverExpensesAmt
Net Investment Income$3,684NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,474SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,413SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,413SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$222,627CorporateStockBOYAmt
Corporate Stock EOY$200,517CorporateStockEOYAmt
Corporate Stock EOYFMV$225,671CorporateStockEOYFMVAmt
Corporate Bonds BOY$128,339CorporateBondsBOYAmt
Corporate Bonds EOY$143,384CorporateBondsEOYAmt
Corporate Bonds EOYFMV$134,470CorporateBondsEOYFMVAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$361,440TotalAssetsBOYAmt
Total Assets EOY$346,314TotalAssetsEOYAmt
Total Assets EOYFMV$362,554TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$361,440CapitalStockBOYAmt
Capital Stock EOY$346,314CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$361,440TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$346,314TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$361,440TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$346,314TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$361,440TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,925ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$346,515SubtotalAmt
Other Decreases$201OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$346,314TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
104.098 INVESCO MAIN STREET SMALL CAP FUND R62021-05-042022-08-11$2,006$1,804$202$202
13.326 ARTISAN MID CAP FUND-INS2021-03-262022-08-11$549$719-$170-$170
19.442 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 3392021-05-042022-08-11$834$1,072-$238-$238
99.271 COMMERCE VALUE FUND INSTITUTIONAL FUND #3462021-06-252022-08-11$3,477$3,521-$44-$44
38.981 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO2021-05-042022-08-11$715$860-$145-$145
61.071 DFA US LARGE CAP VALUE PORTFOLIO2021-05-042022-08-11$2,636$2,577$59$59
195.953 FIDELITY MID CAP VALUE INDEX FUND2021-05-042022-08-11$4,795$4,843-$48-$48
37.512 MFS RESEARCH INTERNATIONAL FUND R62021-05-042022-08-11$769$863-$94-$94
38.976 NORTHERN FUNDS ACTIVE M EMERGING MARKETS2021-05-042022-08-11$527$869-$342-$342
71.653 T ROWE PRICE OVERSEAS STOCK FUND-I2021-06-252022-08-11$809$963-$154-$154
125.156 TIAA-CREF LARGE-CAP VALUE INDEX FUND2021-05-042022-08-11$2,920$2,915$5$5
20. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF2022-06-282022-09-28$1,830$1,830
10. SCHWAB SHORT TERM US TREASURY ETF2022-08-102022-09-28$482$492-$10-$10
95.556 COMMERCE BOND FUND FUND #3332021-08-122022-09-29$1,647$1,853-$206-$206
97.118 DODGE & COX INCOME FUND2021-08-122022-09-29$1,164$1,384-$220-$220
51.3 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO2022-01-042023-01-05$897$1,119-$222-$222
12.094 DFA US LARGE CAP VALUE PORTFOLIO2015-06-242023-01-05$505$421$84$84
34.833 FIDELITY MID CAP VALUE INDEX FUND2020-06-052023-01-05$795$656$139$139
74.831 MFS RESEARCH INTERNATIONAL FUND R62021-08-122023-01-05$1,486$1,673-$187-$187
20.448 ARTISAN MID CAP FUND-INS2021-03-262023-04-05$736$1,104-$368-$368
43.173 COMMERCE GROWTH FUND INSTITUTIONAL FUND #3372021-06-252023-04-05$1,591$2,181-$590-$590
137.904 MFS RESEARCH INTERNATIONAL FUND R62022-03-252023-04-05$2,915$3,028-$113-$113
30.614 T ROWE PRICE GROWTH STOCK FUND-I2022-01-042023-04-05$2,179$3,202-$1,023-$1,023
23.821 TIAA-CREF LARGE-CAP GROWTH INDEX FUND2021-05-042023-04-05$997$1,243-$246-$246
80. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF2023-04-042023-06-21$7,330$7,321$9$9
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
CAPITAL GAIN DIVIDENDS$4,343P
FieldValueIRS element (for citing)
Capital Gain Net Income$421CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$51InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$51SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$51TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$349OverpaymentAmt
Applied To ES Tax$349AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COMMERCE TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3147463971PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18000 FORSYTH BLVDAddressLine1Txt
CityCLAYTONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
COMMERCE TRUST COMPANY
PO BOX 11356CLAYTONMO63105TRUSTEE1$4,355
COMMERCE TRUST COMPANY
PO BOX 11356CLAYTONMO63105TAX PREPARATION01$2,250
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$366,589AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,966AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$378,555TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$378,555AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,678CashDeemedCharitableAmt
Net Vl Noncharitable Assets$372,877NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,644MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,644MinimumInvestmentReturnAmt
Tax Based On Investment Income$51TaxBasedOnInvestmentIncomeAmt
Total Tax$51TotalTaxAmt
Distributable Before Adj$18,593DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,593DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,593DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,321ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$18,321QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,593DistributableAsAdjustedAmt
Undistributed Income PY$16,945UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$18,321QualifyingDistributionsAmt
Applied To Year1$16,945AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,376AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$17,217UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PLACES FOR PEOPLE INCORPORATED
1001 LYNCH STREETST LOUISMO63118NONEPCGENERAL OPERATIONS$5,800
DEPAUL USA
5725 SPRAGUE STPHILADELPHIAPA19138NONEPCGENERAL OPERATIONS$5,800
WORLD BIRD SANCTUARY
125 BALD EAGLE RIDGE RDVALLEY PARKMO63088NONEPCGENERAL OPERATIONS$5,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,662ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$421ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,083ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,083TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (true)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail (8 entries)

Organization TypeOrganizationTypeDescRelationship 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

FieldValueIRS element (for citing)
DescBOOK-TO-TAX ADJUSTMENTDesc
Amt$201Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL ESTIMATES - INCOME$288$0$0
FOREIGN TAXES ON QUALIFIED FOR$108$108$0
FOREIGN TAXES ON NONQUALIFIED$7$7$0