PERSHING CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PERSHING CHARITABLE TRUST (EIN 43-6103545)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-02-20
- IRS object ID
- 202520519349100122
- Schema version
- 2023v6.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-20T15:54:50-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S HANLEY RD STE 800 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436103545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pershing Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | PERS | BusinessNameControlTxt |
| Phone | 6185202977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7711 Bonhomme Suite 875 | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William L Polk Jr | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3144521856 | PhoneNum |
| Signature | 2025-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Kimberly A Tortora CPA | PreparerPersonNm |
| PTIN | P01856820 | PTIN |
| Phone | 3148891100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $117,290,041 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,263,661 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,263,661 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,871,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,647,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,871,241 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,134,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,134,902 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,391 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,196 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,196 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $142 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $71 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $71 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,650 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $795 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $795 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $70,697 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $355,398 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $305,930 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,594 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $514,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $350,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,733,755 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,733,755 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,248,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $350,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,820,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $886,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,784,260 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,493,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,319,351 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,319,351 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $86,785 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $77,658 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $77,658 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $82,255,301 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,868,486 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $113,221,221 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,188,445 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $688,445 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,671,811 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $85,023,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,953,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,290,041 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $85,023,687 | CapitalStockBOYAmt |
| Capital Stock EOY | $85,953,940 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $85,023,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,953,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $85,023,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,953,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $85,023,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $886,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $43,829 | OtherIncreasesAmt |
| Subtotal | $85,953,940 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $85,953,940 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN STOCK SALES | P | 2022-01-01 | 2023-12-31 | $12,647,792 | $8,758,893 | $3,888,899 | $3,888,899 |
| LEWIS & CLARK AGRIFOOD FUND II, LP | P | 2022-01-01 | 2023-12-31 | $17,658 | -$17,658 | -$17,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,871,241 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $80,401 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $80,401 | SubtotalAmt |
| Tax Based On Investment Income | $80,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,083 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $90,083 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $212 | EsPenaltyAmt |
| Overpayment | $9,470 | OverpaymentAmt |
| Applied To ES Tax | $9,470 | 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 | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6185202977 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7711 BONHOMME SUITE 875 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM L POLK JR | ||||||||
| 7711 Bonhomme Suite 875 | St Louis | MO | 63105 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MARIAN MEHAN | ||||||||
| 7711 Bonhomme Suite 875 | St Louis | MO | 63105 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| REV STEVE LAWLER | ||||||||
| 7711 Bonhomme Suite 875 | St Louis | MO | 63105 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| REBECCA BLANKENSHIP | ||||||||
| 7711 Bonhomme Suite 875 | St Louis | MO | 63105 | EXECUTIVE DIRECTOR | 10.0 | $58,391 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $105,784,983 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,069,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $107,854,523 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $107,854,523 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,617,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,236,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,311,835 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,311,835 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80,401 | TotalTaxAmt |
| Distributable Before Adj | $5,231,434 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,231,434 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,231,434 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,820,266 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,820,266 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,231,434 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $66,154 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,154 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,820,266 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $4,820,266 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $66,154 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $66,154 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $345,014 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BECKI BLANKENSHIP EXECUTIVE DIR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7711 BONHOMME SUITE 875 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6185202977 | RecipientPhoneNum |
| Recipient Email Address | bblankenship@pctfunds.com | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUESTS ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| St Louis Symphony Orchestra | ||||||||
| 718 North Grand Blvd | St Louis | MO | 63103 | None | PC | General Charitable Purposes | $550,000 | |
| Great Rivers Greenway Foundation | ||||||||
| 6174 Delmar Blvd | St Louis | MO | 63112 | None | PC | General Charitable Purposes | $500,000 | |
| Concordance Academy | ||||||||
| 1845 Borman Ct | St Louis | MO | 63146 | None | PC | General Charitable Purposes | $400,000 | |
| Access Academies | ||||||||
| 3500 Lindell Blvd Suite 200 | St Louis | MO | 63103 | None | PC | General Charitable Purposes | $300,000 | |
| Missouri Historical Society | ||||||||
| 5700 Lindell Blvd | St Louis | MO | 63112 | None | PC | General Charitable Purposes | $250,000 | |
| Greater St Louis Inc Foundation | ||||||||
| 211 North Broadway Suite 1300 | St Louis | MO | 63102 | None | PC | General Charitable Purposes | $179,000 | |
| Beyond Housing | ||||||||
| 6221 Vetter Pl | St Louis | MO | 63121 | None | PC | General Charitable Purposes | $125,000 | |
| St Louis University FBO Pershing Fellows | ||||||||
| 1 North Grand Blvd | St Louis | MO | 63103 | None | PC | General Charitable Purposes | $120,000 | |
| Donald Danforth Plant Science Center | ||||||||
| 975 N Warson Rd | St Louis | MO | 63132 | None | PC | General Charitable Purposes | $100,000 | |
| Metropolitan Golf Foundation | ||||||||
| 11724 Lackland Industrial Drive | St Louis | MO | 63146 | None | PC | General Charitable Purposes | $100,000 | |
| Peter & Paul Community Services | ||||||||
| 2612 Wyoming Street | St Louis | MO | 63118 | None | PC | General Charitable Purposes | $100,000 | |
| The Scholarship Foundation of ST Louis | ||||||||
| 6825 Clayton Road | St Louis | MO | 63136 | None | PC | General Charitable Purposes | $100,000 | STE 100 |
| Urban League of Metropolitan St Louis | ||||||||
| 1440 Compton Avenue | St Louis | MO | 63104 | None | PC | General Charitable Purposes | $100,000 | |
| Washington University FBO Pershing Fellows | ||||||||
| One Brookings Dr MSC 1082-414-2555 | St Louis | MO | 63130 | None | PC | General Charitable Purposes | $100,000 | |
| City Academy | ||||||||
| 4175 North Kingshighway Blvd | St Louis | MO | 63115 | None | PC | General Charitable Purposes | $75,000 | |
| Assisi House | ||||||||
| 117 Green Acres Road | St Louis | MO | 63137 | None | PC | General Charitable Purposes | $70,000 | |
| Casa de Salud | ||||||||
| 3200 Choteau Avenue | St Louis | MO | 63103 | None | PC | General Charitable Purposes | $70,000 | |
| EarthDance | ||||||||
| 233 S Dade Avenue | Ferguson | MO | 63135 | None | PC | General Charitable Purposes | $65,000 | |
| Mission Realty Advisors | ||||||||
| 135 North Meramec Ave | St Louis | MO | 63105 | None | PC | General Charitable Purposes | $59,000 | Suite 650 |
| Tanzanian Children's Fund | ||||||||
| 9 Waterhouse Street | Cambridge | MA | 02138 | None | PC | General Charitable Purposes | $52,200 | |
| Colorado Outdoor Education Center | ||||||||
| PO Box 167 | Florissant | CO | 80816 | None | PC | General Charitable Purposes | $50,000 | |
| Episcopal Church of St Michael and St George | ||||||||
| 6345 Wydown Boulevard | St Louis | MO | 63105 | None | PC | General Charitable Purposes | $50,000 | |
| Harris-Stowe State University FBO Pershing Fellows | ||||||||
| 3026 Laclede Ave | St Louis | MO | 63103 | None | PC | General Charitable Purposes | $50,000 | |
| Med and Food for Kids | ||||||||
| 8050 Watson Road Suite 355 | St Louis | MO | 63119 | None | PC | General Charitable Purposes | $50,000 | |
| St Louis Children's Hospital Foundation | ||||||||
| One Childrens Place | St Louis | MO | 63110 | None | PC | General Charitable Purposes | $50,000 | |
| St Louis Shakespeare Festival | ||||||||
| 5715 Elizabeth Avenue | St Louis | MO | 63110 | None | PC | General Charitable Purposes | $50,000 | |
| Univ of Missouri-St Louis FBO Pershing Fellows | ||||||||
| 1 University Blvd | St Louis | MO | 631214400 | None | PC | General Charitable Purposes | $50,000 | |
| World Pediatric Project | ||||||||
| 1325 N Warson Road | St Louis | MO | 63132 | None | PC | General Charitable Purposes | $45,000 | |
| Flance Early Learning Center | ||||||||
| 1908 OFallon Street | St Louis | MO | 63106 | None | PC | General Charitable Purposes | $40,000 | |
| Nine PBS | ||||||||
| 3655 Olive Street | St Louis | MO | 63108 | None | PC | General Charitable Purposes | $35,000 | |
| Radio Arts Foundation | ||||||||
| 7711 Carondelet Avenue | St Louis | MO | 63105 | None | PC | General Charitable Purposes | $35,000 | |
| Almost Home | ||||||||
| 3200 St Vincent Avenue | St Louis | MO | 63104 | None | PC | General Charitable Purposes | $30,000 | |
| Curators of the Univ of Missouri Special Trust | ||||||||
| 407 Reynolds Alumni Ctr | Columbia | MO | 65211 | None | PC | General Charitable Purposes | $30,000 | |
| Marian Middle School | ||||||||
| 4130 Wyoming Street | St Louis | MO | 63116 | None | PC | General Charitable Purposes | $30,000 | |
| Opera Theatre of Saint Louis | ||||||||
| 210 Hazel Avenue | St Louis | MO | 63119 | None | PC | General Charitable Purposes | $30,000 | |
| Campfire Academy - Tgthr LLC | ||||||||
| 3015 Locust Street | St Louis | MO | 63103 | None | PC | General Charitable Purposes | $26,555 | |
| Bridge of Hope Ministries | ||||||||
| 4001 Cottage Avenue | St Louis | MO | 63113 | None | PC | General Charitable Purposes | $25,000 | |
| Child Center - Marygrove | ||||||||
| 2705 Mullanphy Lane | Florissant | MO | 63031 | None | PC | General Charitable Purposes | $25,000 | |
| Eden Theological Seminary - Gleaning and Garden | ||||||||
| 475 East Lockwood Avenue | St Louis | MO | 63119 | None | PC | General Charitable Purposes | $25,000 | |
| HomeWorks | ||||||||
| 1968 Innerbelt Business Center Driv | St Louis | MO | 63114 | None | PC | General Charitable Purposes | $25,000 | |
| International Mentoring Program | ||||||||
| 513 Eaglesridge Drive | Wildwood | MO | 63021 | None | PC | General Charitable Purposes | $25,000 | |
| Missouri Veterans Endeavor | ||||||||
| 8410 Engler Park Ct | St Louis | MO | 63114 | None | PC | General Charitable Purposes | $25,000 | |
| Prison Performing Arts | ||||||||
| 3333 Washington Ave Suite 203-B | St Louis | MO | 63103 | None | PC | General Charitable Purposes | $25,000 | |
| Repertory Theatre of Saint Louis | ||||||||
| 130 Edgar Road | St Louis | MO | 63119 | None | PC | General Charitable Purposes | $25,000 | |
| Saint Louis Zoo Association | ||||||||
| 1 Government Drive | St Louis | MO | 63110 | None | PC | General Charitable Purposes | $25,000 | |
| Sherwood Forest | ||||||||
| 2708 Sutton Blvd | St Louis | MO | 63143 | None | PC | General Charitable Purposes | $25,000 | |
| St Louis BicycleWorks | ||||||||
| 2414 Menard Street | St Louis | MO | 63104 | None | PC | General Charitable Purposes | $25,000 | |
| St Patrick Center | ||||||||
| 800 North Tucker Blvd | St Louis | MO | 63101 | None | PC | General Charitable Purposes | $25,000 | |
| Tabernacle Community Development Corporation | ||||||||
| 3801 Ashland Ave | St Louis | MO | 63107 | None | PC | General Charitable Purposes | $25,000 | |
| Main Street Community Center | ||||||||
| 1003 N Main Street | Edwardsville | IL | 62025 | None | PC | General Charitable Purposes | $22,000 | |
| Independence Center | ||||||||
| 4245 Forest Part Avenue | St Louis | MO | 63108 | None | PC | General Charitable Purposes | $20,000 | |
| Lift for Life Academy | ||||||||
| 1731 South Broadway | St Louis | MO | 63104 | None | PC | General Charitable Purposes | $20,000 | |
| Loyola Academy of ST Louis | ||||||||
| 3851 Washington Avenue | St Louis | MO | 63108 | None | PC | General Charitable Purposes | $20,000 | |
| Tower Grove Park Foundation | ||||||||
| 4257 Northeast Drive | St Louis | MO | 63110 | None | PC | General Charitable Purposes | $20,000 | |
| Welcome Neighbor STL | ||||||||
| 3627 Arsenal Street | St Louis | MO | 63116 | None | PC | General Charitable Purposes | $20,000 | |
| Rosati-Kain Academy | ||||||||
| 4389 Lindell Boulevard | St Louis | MO | 63108 | None | PC | General Charitable Purposes | $15,500 | |
| Episcopal City Mission | ||||||||
| 1210 Locust St Suite 306 | St Louis | MO | 63103 | None | PC | General Charitable Purposes | $15,000 | |
| Home Sweet Home | ||||||||
| 290 Hanley Industrial Court | St Louis | MO | 63144 | None | PC | General Charitable Purposes | $15,000 | |
| Paraquad | ||||||||
| 5420 Oakland Ave | St Louis | MO | 63110 | None | PC | General Charitable Purposes | $15,000 | |
| Promise Community Homes | ||||||||
| 1240 Dautel Lane Street | St Louis | MO | 63146 | None | PC | General Charitable Purposes | $15,000 | |
| Ranken Technical College | ||||||||
| 4431 Finney Avenue | St Louis | MO | 63113 | None | PC | General Charitable Purposes | $15,000 | |
| Ready Readers | ||||||||
| 10403 Baur Blvd Ste H | St Louis | MO | 63132 | None | PC | General Charitable Purposes | $15,000 | |
| Ranken Jordan Pediatric Bridge Hospital | ||||||||
| 11365 Dorsett Road | Maryland Heights | MO | 63043 | None | PC | General Charitable Purposes | $14,000 | |
| CASA of St Louis | ||||||||
| 105 South Central Avenue | St Louis | MO | 63105 | None | PC | General Charitable Purposes | $10,000 | |
| Central Institute for the Deaf | ||||||||
| 825 South Taylor Avenue | St Louis | MO | 63110 | None | PC | General Charitable Purposes | $10,000 | |
| Gateway EITC Community Coalition | ||||||||
| 910 North 11th Street | St Louis | MO | 63101 | None | PC | General Charitable Purposes | $10,000 | |
| Navigate STL Schools | ||||||||
| 5501 Delmar Blvd | St Louis | MO | 63111 | None | PC | General Charitable Purposes | $10,000 | Suite 200A |
| St Andrew's Charitable Foundation | ||||||||
| 1001 Craig Road | St Louis | MO | 63146 | None | PC | General Charitable Purposes | $10,000 | Suite 200 |
| Boys Hope Girls Hope St Louis | ||||||||
| 9027 Elinor Avenue | Richmond Heights | MO | 63117 | None | PC | General Charitable Purposes | $7,500 | |
| Good Shepherd School for Children | ||||||||
| 1170 Timber Run Drive | St Louis | MO | 63146 | None | PC | General Charitable Purposes | $7,500 | |
| Provident Behavioral Health | ||||||||
| 2650 Olive Street | St Louis | MO | 63103 | None | PC | General Charitable Purposes | $7,500 | |
| Friends of Bellefontaine Cemetery | ||||||||
| 4947 West Florissant Ave | St Louis | MO | 63115 | None | PC | General Charitable Purposes | $5,000 | |
| Places for People | ||||||||
| 1001 Lynch Street | St Louis | MO | 63118 | None | PC | General Charitable Purposes | $5,000 | |
| St Louis ARC | ||||||||
| 1177 North Warson Road | St Louis | MO | 63132 | None | PC | General Charitable Purposes | $5,000 | |
| St Louis Area Diaper Bank | ||||||||
| 6141 Etzel Avenue | St Louis | MO | 63133 | None | PC | General Charitable Purposes | $5,000 | |
| Wyman Center Inc | ||||||||
| 600 Kiwanis Drive | Eureka | MO | 63025 | None | PC | General Charitable Purposes | $5,000 | |
| Emmaus Homes | ||||||||
| 3731 Mueller Road | St Louis | MO | 63301 | None | PC | General Charitable Purposes | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,733,755 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,263,661 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,871,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,134,902 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,134,902 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN ACCT 2009 CORP STOCK | $31,960,092 | $31,664,864 |
| JP MORGAN ACCT 2007 CORP STOCK | $49,698,023 | $80,187,607 |
| L&C AGRIFOOD | $577,632 | $740,500 |
| L&C VENTURES II | $382,739 | $378,250 |
| PCT BLOCKER | $250,000 | $250,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A-SERIES 1204 | $500,000 | $1,040,848 |
| EGIS FUNDS | $188,445 | $630,963 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $305,930 | $305,930 | |
| PERSHING FELLOWS | $38,952 | $38,952 | |
| MISCELLANEOUS FEES | $6,874 | ||
| INFORMATION TECHNOLOGY | $3,642 | $3,642 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT: PREPAID TAXES | $28,600 |
| OTHER PRIOR PERIOD ADJUSTMENTS | $15,229 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $70,697 | Amt |