ANTLER FOUNDATION IRRV TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ANTLER FOUNDATION IRRV TR (EIN 43-6768243)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-04-06
IRS object ID: 202100969349100605
Schema version: 2020v4.1
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
Accounting Fees Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-04-06T10:18:50-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	431492019	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DOTZAUER RUNDE LEICHT & BUSHUR LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	424 S WOODS MILL RD STE 320	AddressLine1Txt
City	CHESTERFIELD	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	630173431	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	436768243	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ANTLER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ANTL	BusinessNameControlTxt
Phone	9702625994	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	0881 ANTLER ROAD PIONEER CREEK RAN	AddressLine1Txt
City	SILVERTHORNE	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80498	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	F J CORNWELL JR	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9702625994	PhoneNum
Signature	2021-03-23	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	F	PersonFirstNm
Person Last	CORNWELL JR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAWRENCE J RUNDE CPA	PreparerPersonNm
PTIN	P00115075	PTIN
Phone	3148782944	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	2020	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	$270,476	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	$6	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$6	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$4,936	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$4,936	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$8,320	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$67,468	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$8,320	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$13,262	TotalRevAndExpnssAmt
Total Net Invst Incm	$13,262	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	$2,225	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$646	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$646	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$337	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$87	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,208	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$733	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$69,950	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$69,950	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$73,158	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$733	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$69,950	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$59,896	ExcessRevenueOverExpensesAmt
Net Investment Income	$12,529	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$17,984	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$17,367	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$17,367	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$228,113	OtherInvestmentsBOYAmt
Other Investments EOY	$168,966	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$253,109	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$246,097	TotalAssetsBOYAmt
Total Assets EOY	$186,333	TotalAssetsEOYAmt
Total Assets EOYFMV	$270,476	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$240,122	CapitalStockBOYAmt
Capital Stock EOY	$240,122	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$5,975	RetainedEarningBOYAmt
Retained Earning EOY	-$53,789	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$246,097	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$186,333	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$246,097	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$186,333	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$246,097	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$59,896	ExcessRevenueOverExpensesAmt
Other Increases	$258	OtherIncreasesAmt
Subtotal	$186,459	SubtotalAmt
Other Decreases	$126	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$186,333	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,618.299 SHS DFA 5 YEAR GLOBAL FIXED INC	P	2012-06-26	2020-05-20	$17,500	$18,031	-$531	-$531
3,199.629 SHS VANGUARD S/T INVMT GRADE ADM	P	2013-04-15	2020-05-20	$34,500	$34,492	$8	$8
249.253 SHS DFA US LG CAP VALUE INST	P	2008-11-05	2020-05-20	$5,000	$2,772	$2,228	$2,228
438.266 SHS DFA US LG CO INST	P	2010-09-20	2020-05-20	$10,000	$3,853	$6,147	$6,147
CAPITAL GAINS DIVIDENDS	P			$468		$468	$468

Field	Value	IRS element (for citing)
Capital Gain Net Income	$8,320	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$174	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$174	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$174	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$344	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	$344	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$170	OverpaymentAmt
Applied To ES Tax	$170	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	CO	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	FRANKLIN J CORNWELL JR	IndividualWithBooksNm
Phone	9702625994	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	0881 ANTLER ROAD	AddressLine1Txt
City	SILVERTHORNE	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	804989513	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 (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
FRANKLIN J CORNWELL JR
0881 ANTLER ROAD	SILVERTHORNE	CO	80498	TRUSTEE	1.00	$0	$0	$0
ANN L CORNWELL
0881 ANTLER ROAD	SILVERTHORNE	CO	80498	TRUSTEE	0.00	$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$253,773	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$55,349	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$309,122	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$309,122	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,637	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$304,485	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$15,224	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$15,224	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$174	TaxBasedOnInvestmentIncomeAmt
Total Tax	$174	TotalTaxAmt
Distributable Before Adj	$15,050	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$15,050	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$15,050	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$69,950	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$69,950	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$69,950	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$15,050	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$71,163	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$63,788	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$71,305	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$63,142	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$75,190	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$344,588	TotalExcessDistributionCyovAmt
Qualifying Distributions	$69,950	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$15,050	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$54,900	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$399,488	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$71,163	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$328,325	ExcessDistriCyovToNextYrAmt
Excess From Year4	$63,788	ExcessFromYear4Amt
Excess From Year3	$71,305	ExcessFromYear3Amt
Excess From Year2	$63,142	ExcessFromYear2Amt
Excess From Year1	$75,190	ExcessFromYear1Amt
Excess From Current Year	$54,900	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	FRANKLIN J CORNWELL JR	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CENTRAL ISTITUTE FOR THE DEAF
825 S TAYLOR AVE	ST LOUIS	MO	63110	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTIONGENERAL CONTRIBUTION	$1,000
CHURCHILL SCHOOL
1021 MUNICIPAL CENTER DR	TOWN COUNTRY	MO	63131	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$1,000
KEEN STL
567 HANLEY INDUSTRIAL COURT	ST LOUIS	MO	63144	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$7,500
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICE	HANOVER	NH	03755	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$5,000
JOHN BURROUGHS SCHOOL
755 S PRICE ROAD	ST LOUIS	MO	63124	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$5,500
KUNC-NPR
1901 56TH AVENUE STE 200	GREELEY	CO	80634	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$500
CRAIG HOSPITAL FOUNDATION
3425 S CLARKSON ST	ENGLEWOOD	CO	80113	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$1,000
OPERATION WALK DENVER
950 E HARWARD AVE STE 230	DENVER	CO	80210	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$10,000
KNIGHTS OF COLUMBUS
9200 LACKLAND RD	ST LOUIS	MO	63114	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$100
SUMMIT PUBLIC RADIO
PO BOX 687	DILLON	CO	80435	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$250
ST STEPHEN'S INDIAN MISSION
33 ST STEPHENS ROAD	ST STEPHENS	WY	82524	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$100
SUMMIT FOUNDATION
103 S HARRIS ST STE 204	BRECKENRIDGE	CO	80424	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$3,100
ST LUKES HOSPITAL
232 S WOODS MILL ROAD	CHESTERFIELD	MO	63017	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$1,000
MAKE A WISH - MISSOURI
13523 BARRETT PARKWAY DR 241	BALLWIN	MO	63021	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$3,000
THE NATURE CONSERVANCY OF WYOMING
PO BOX 430	LANDER	WY	82520	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$1,000
VAIL HEALTH FOUNDATION
322 BEARD CREEK RD	EDWARDS	CO	81632	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$15,000
DONALD DANFORTH PLANT SCIENCE CENTER
975 N WARSON RD	ST LOUIS	MO	63132	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTIONGENERAL CONTRIBUTION	$2,750
WYOMING PUBLIC MEDIA
1000 E UNIVERSITY AVE	LARAMIE	WY	82071	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$500
REPERTORY THEATRE OF ST LOUIS
130 EDGAR RD	WEBSTER GROVES	MO	63119	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$500
COLORADO OPEN LANDS
1546 COLE BOULEVARD STE 200	LAKEWOOD	CO	80401	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$1,000
WSGALT
113 E 20TH STREET	CHEYENNE	WY	82003	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$1,000
ST LOUIS ZOO
1 GOVERNMENT DR	ST LOUIS	MO	63110	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$3,000
AIM HIGH ST LOUIS
755 S PRICE ROAD	ST LOUIS	MO	63124	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$2,000
MISSOURI BOTANICAL GARDEN
4344 SHAW BLVD	ST LOUIS	MO	63110	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$3,000
ST JUDE'S CHILDREN RESEARCH HOSPITAL
680 CRAIG RD 300	ST LOUIS	MO	63141	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$100
ALZHEIMER'S ASSOCIATION
9370 OLIVE BLVD	ST LOUIS	MO	63132	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$400
RIVEREDGE NATURE CENTER
PO BOX 26	NEWBURG	WI	53060	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$250
ZERO - THE END OF PROSTATE CANCER
515 KING STREET STE 420	ALEXANDRIA	VA	22314	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$300
THE GOODEN CENTER
191 N EL MOLINO AVE	PASADENA	CA	91101	N/A	PUBLIC CHARITY	GENERAL CONTRIBUTION	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$69,950	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$6	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4,936	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$8,320	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$13,262	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$13,262	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

Field	Value	IRS element (for citing)
Category	TAX RETURN PREPARATION	CategoryTxt
Amt	$2,225	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	MUTUAL FUNDS (THRU PLANCORP, LLC)	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$168,966	BookValueAmt
EOYFMV	$253,109	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	BASIS ADJUSTMENT - VANGUARD S/T INVST PORT (1/4/21 DIVIDEND)	Desc
Amt	$126	Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	BASIS ADJUSTMENT REVERSAL - VANGUARD S/T INVST PORT (1/2/20 DIVIDEND)	Desc
Amt	$258	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$646	Amt
Net Investment Income	$646	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD ON DIVIDEND INCOME	$87	$87	$0
TAX ON INVESTMENT INCOME (2020 ESTIMATED PAYMENT)	$250	$0	$0