KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN (EIN 20-5137010)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-26
- IRS object ID
- 202211469349101001
- Schema version
- 2021v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-26T09:02:49-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-16 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca A Kibler CPA | PreparerPersonNm |
| PTIN | P01403260 | PTIN |
| Phone | 3147123802 | PhoneNum |
| Preparation | 2022-05-26 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,057,719 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,135 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $163,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $211,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $163,677 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $82 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $154,809 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $154,809 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $338,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $338,621 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $82 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $15,500 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,193 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,865 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $106 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $45,664 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $347,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $393,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,428 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $82 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,862 | CashBOYAmt |
| Cash EOY | $6,000 | CashEOYAmt |
| Cash EOYFMV | $6,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,104 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,048 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $414,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $366,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $854,171 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $2,507,125 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,507,125 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,141,500 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,990,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,936,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,057,719 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,990,474 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,936,078 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,990,474 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,936,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,990,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,936,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,990,474 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,396 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,936,078 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,936,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 8 SHS ABBOTT LABORATORIES | P | 2012-11-16 | 2021-12-09 | $1,065 | $0 | $243 | $822 | $0 | $0 | $0 | $822 |
| 16 SHS ARCHER-DANIELS-MIDLND CO | P | 2012-11-16 | 2021-12-09 | $1,017 | $0 | $396 | $621 | $0 | $0 | $0 | $621 |
| 56 SHS AUTOMATIC DATA PROCESSING | P | 2012-11-16 | 2021-12-09 | $11,444 | $0 | $2,670 | $8,774 | $0 | $0 | $0 | $8,774 |
| 14 SHS AVANOS MED INC | P | 2012-11-16 | 2021-12-09 | $437 | $0 | $391 | $46 | $0 | $0 | $0 | $46 |
| 32 SHS BECTON DICKINSON & CO | P | 2012-11-16 | 2021-12-09 | $7,801 | $0 | $2,435 | $5,366 | $0 | $0 | $0 | $5,366 |
| 77 SHS CINCINNATI FINANCIAL CORP | P | 2012-11-16 | 2021-12-09 | $9,090 | $0 | $2,963 | $6,127 | $0 | $0 | $0 | $6,127 |
| 136 SHS CINTAS CORP | P | 2012-11-16 | 2021-12-09 | $48,902 | $0 | $5,376 | $43,526 | $0 | $0 | $0 | $43,526 |
| 22 SHS CLOROX COMPANY | P | 2012-11-16 | 2021-12-09 | $4,057 | $0 | $1,623 | $2,434 | $0 | $0 | $0 | $2,434 |
| 21 SHS DOVER CORP COMMON | P | 2012-11-16 | 2021-12-09 | $3,621 | $0 | $857 | $2,764 | $0 | $0 | $0 | $2,764 |
| 52 SHS ECOLAB INC | P | 2012-11-16 | 2021-12-09 | $11,391 | $0 | $3,580 | $7,811 | $0 | $0 | $0 | $7,811 |
| 11 SHS GENUINE PARTS CO | P | 2012-11-16 | 2021-12-09 | $1,487 | $0 | $664 | $823 | $0 | $0 | $0 | $823 |
| 2 SHS GRAINGER W INC | P | 2012-11-16 | 2021-12-09 | $1,008 | $0 | $378 | $630 | $0 | $0 | $0 | $630 |
| 22 SHS HORMEL FOODS CORPORATION | P | 2012-11-16 | 2021-12-09 | $992 | $0 | $338 | $654 | $0 | $0 | $0 | $654 |
| 2 SHS ILLINOIS TOOL WORKS INC | P | 2012-11-16 | 2021-12-09 | $485 | $0 | $119 | $366 | $0 | $0 | $0 | $366 |
| 23 SHS JOHNSON & JOHNSON | P | 2012-11-16 | 2021-12-09 | $3,909 | $0 | $1,586 | $2,323 | $0 | $0 | $0 | $2,323 |
| 50 SHS LOWES COMPANIES INC | P | 2012-11-16 | 2021-12-09 | $12,154 | $0 | $1,595 | $10,559 | $0 | $0 | $0 | $10,559 |
| 13 SHS MCDOALDS CORP | P | 2012-11-16 | 2021-12-09 | $3,374 | $0 | $1,091 | $2,283 | $0 | $0 | $0 | $2,283 |
| 18 SHS NUCOR CORP | P | 2012-11-16 | 2021-12-09 | $2,057 | $0 | $711 | $1,346 | $0 | $0 | $0 | $1,346 |
| 6 SHS PPG INDUSTRIES INC | P | 2012-11-16 | 2021-12-09 | $988 | $0 | $346 | $642 | $0 | $0 | $0 | $642 |
| 21 SHS PEPSICO INCORPORATED | P | 2012-11-16 | 2021-12-09 | $3,469 | $0 | $1,434 | $2,035 | $0 | $0 | $0 | $2,035 |
| 42 SHS T ROWE PRICE GROUP INC | P | 2012-11-16 | 2021-12-09 | $8,440 | $0 | $2,652 | $5,788 | $0 | $0 | $0 | $5,788 |
| 13 SHS PROCTER & GAMBLE CO | P | 2012-11-16 | 2021-12-09 | $2,001 | $0 | $862 | $1,139 | $0 | $0 | $0 | $1,139 |
| 90 SHS S&P GLOBAL INC | P | 2012-11-16 | 2021-12-09 | $34,827 | $0 | $4,573 | $30,254 | $0 | $0 | $0 | $30,254 |
| 47 SHS SHERWIN WILLIAMS CO | P | 2012-11-16 | 2021-12-09 | $14,987 | $0 | $2,396 | $12,591 | $0 | $0 | $0 | $12,591 |
| 20 SHS STANLEY BLACK & DECKER INC | P | 2012-11-16 | 2021-12-09 | $3,904 | $0 | $1,348 | $2,556 | $0 | $0 | $0 | $2,556 |
| 42 SHS SYSCO CORPORATION | P | 2012-11-16 | 2021-12-09 | $3,474 | $0 | $1,262 | $2,212 | $0 | $0 | $0 | $2,212 |
| 37 TARGET CORP | P | 2012-11-16 | 2021-12-09 | $8,769 | $0 | $2,307 | $6,462 | $0 | $0 | $0 | $6,462 |
| 6 SHS 3M CO | P | 2012-11-16 | 2021-12-09 | $1,061 | $0 | $531 | $530 | $0 | $0 | $0 | $530 |
| 13 SHS VF CORPORATION | P | 2012-11-16 | 2021-12-09 | $994 | $0 | $474 | $520 | $0 | $0 | $0 | $520 |
| 6 SHS WALMART INC | P | 2012-11-16 | 2021-12-09 | $830 | $0 | $410 | $420 | $0 | $0 | $0 | $420 |
| 24 SHS MEDTRONIC PLC | P | 2015-01-27 | 2021-12-09 | $2,987 | $0 | $1,816 | $1,171 | $0 | $0 | $0 | $1,171 |
| WELLS FARGO CAPITAL GAIN DISTRIBUTIONS | P | 2021-12-31 | 2021-12-31 | $82 | $0 | $0 | $82 | $0 | $0 | $0 | $82 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $163,677 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $82 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,537 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,537 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,028 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,645 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,673 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,673 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,136 | OverpaymentAmt |
| Applied To ES Tax | $1,136 | 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 | $10,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,537 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $78,965 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $261,372 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $194,229 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $408,105 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $353,450 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,296,121 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,296,121 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $78,965 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,217,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $261,372 | ExcessFromYear4Amt |
| Excess From Year3 | $194,229 | ExcessFromYear3Amt |
| Excess From Year2 | $408,105 | ExcessFromYear2Amt |
| Excess From Year1 | $353,450 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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. | $25,000 |
| BI-STATE WILDLIFE HOTLINE | ||||||
| 375 UTHE LN | BLACK JACK | MO | 63033 | PC | TO PROVIDE SHELTERAND CARE FOR INJUREDWILDLIFE. | $6,000 |
| CARE | ||||||
| PO BOX 2203 | HILLSBORO | MO | 63050 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $27,000 |
| COALITION FOR ANIMAL RESCUE | ||||||
| PO BOX 2203 | HILLSBORO | MO | 63050 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $6,000 |
| 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 |
| THE FERAL COMPANION | ||||||
| 2527 JANUARY AVE | ST LOUIS | MO | 63139 | 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. | $13,500 |
| HUMANE SOCIETY OF MISSOURI | ||||||
| 1201 MACKLAND AVE | ST LOUIS | MO | 63110 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $50,000 |
| JEFFERSON COUNTY HUMANE SOCIETY | ||||||
| PO BOX 475 | FENTON | MO | 63026 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $12,000 |
| MISSOURI ALLIANCE FOR ANIMAL LEGISLATION | ||||||
| 5340 DELMAR BLVD STE 105 | ST LOUIS | MO | 63112 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $25,000 |
| OPEN DOOR ANIMAL SANCTUARY | ||||||
| 6065 DUDA RD | HOUSE SPRINGS | MO | 63051 | PC | TO PROVIDE SHELTERAND CARE FOR ABUSEDAND ABANDONED ANIMALS. | $3,000 |
| 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. | $12,000 |
| 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. | $6,000 |
| 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. | $40,000 |
| WILD BIRD REHAB | ||||||
| 9624 MIDLAND BLVD | ST LOUIS | MO | 63114 | PC | TO PROVIDE SHELTER ANDREHABILITATION TOINJURED BIRDS. | $34,000 |
| WORLD BIRD SANCTUARY | ||||||
| 125 BALD EAGLE RIDGE RD | VALLEY PARK | MO | 63088 | PC | TO PROVIDE SHELTER ANDREHABILITATION TOINJURED BIRDS. | $34,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $347,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,279 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $163,677 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $183,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,959 | 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 | 2012-11 | Purchased | 2021-12 | $211,022 | $47,427 | $163,595 |
| WELLS FARGO CAPITAL GAIN DISTRIBUTIONS | 2021-12 | Purchased | 2021-12 | $82 | $82 |
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 | $366,905 | EOYBookValueAmt |
| EOYFMV | $854,171 | 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 | $3,141,500 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FORM 1099-R JACKSON NATIONAL LIFE INSURANCE | $418,930 | $418,930 |
| LESS: RETURN OF CAPITAL | -$264,121 | -$264,121 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO ADVISORS INVESTMENT FEES | CategoryTxt |
| Amt | $12,193 | Amt |
| Net Investment Income | $12,193 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $2,865 | Amt |