KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN (EIN 20-5137010)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349100956
- Schema version
- 2017v2.2
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T08:44:20-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | YOUR ESTATE MATTERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10805 SUNSET OFFICE DRIVE SUITE 100 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 10805 SUNSET OFFICE DRIVE SUITE 100 | 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 | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA A KIBLER CPA | PreparerPersonNm |
| PTIN | P01403260 | PTIN |
| Phone | 3149668077 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $4,147,349 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $294,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,873 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $432,686 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $432,686 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $561,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $561,009 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,119 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,603 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $298 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $163 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $163 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $493,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $453,038 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,249 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $526,592 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,000 | CashBOYAmt |
| Cash EOY | $17,929 | CashEOYAmt |
| Cash EOYFMV | $17,929 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,918 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,976 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,976 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $459,357 | CorporateStockBOYAmt |
| Corporate Stock EOY | $459,357 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $846,154 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,980,883 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,032,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,264,290 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,461,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,528,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,147,349 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,461,158 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,528,407 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,461,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,528,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,461,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,528,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,461,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,249 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,528,407 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,528,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 979.624 SHS AMERICAN FUNDS CAP WORLD GROWTH & INCOME | 2007-12-17 | 2007-12-15 | $46,000 | $40,625 | $5,375 | $5,375 | |
| 1,085.554 SHS AMERICAN FUNDS GROWTH FUND OF AMERICA | 2009-12-23 | 2017-08-30 | $50,000 | $29,293 | $20,707 | $20,707 | |
| 4,065.265 SHS AMERICAN INCOME FUND OF AMERICA | 2010-06-22 | 2017-12-15 | $91,000 | $66,430 | $24,570 | $24,570 | |
| 978.2 SHS SMALLCAP WORLD FUND | 2007-11-01 | 2017-08-30 | $50,000 | $47,361 | $2,639 | $2,639 | |
| 100 SHS BARD C R INC. | 2012-11-16 | 2017-12-29 | $33,174 | $9,555 | $23,619 | $23,619 | |
| .77 SHS BECTON DICKENSON & CO. | 2017-12-29 | 2017-12-29 | $168 | $165 | $3 | $3 | |
| CAPITAL GAINS DIVIDENDS | $23,960 | $23,960 | $23,960 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,873 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $268,795 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,816,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070434 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $312,077 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,124,729 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075660 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $347,472 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,291,368 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080970 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $181,447 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,114,695 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044097 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $276,962 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,940,846 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070280 | DistributionYr5Rt |
| Total Distribution | 0.341441 | TotalDistributionRt |
| Average Distribution | 0.068288 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,938,632 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $268,961 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,266 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $274,227 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $453,038 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,266 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,073 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,073 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,193 | TaxDueAmt |
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 | MO | 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 | CHARLES A AMEN | IndividualWithBooksNm |
| Phone | 3149668077 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10805 SUNSET OFFICE DRIVE STE 100 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63127 | 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 |
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 | ST LOUIS | MO | 63122 | TRUSTEE | 10.00 | $10,000 | $0 | $0 |
| MARY HASLIP | ||||||||
| 7086 MARDEL AVE | ST LOUIS | MO | 63109 | TRUSTEE | 10.00 | $20,000 | $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 |
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 | $3,917,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,998,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,998,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,938,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $196,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $196,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,266 | TotalTaxAmt |
| Distributable Before Adj | $191,666 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $191,666 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $191,666 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $453,038 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $453,038 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,266 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $447,772 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,666 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,776 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $135,020 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $110,355 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $78,965 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $406,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $453,038 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $191,666 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $261,372 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $667,488 | 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 | $81,776 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $585,712 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $135,020 | ExcessFromYear3Amt |
| Excess From Year2 | $110,355 | ExcessFromYear2Amt |
| Excess From Year1 | $78,965 | ExcessFromYear1Amt |
| Excess From Current Year | $261,372 | 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 | 10805 SUNSET OFFICE DRIVE SUITE 100 | AddressLine1Txt |
| City | ST 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 | RESTRICTED TO ORGANIZATIONS INVOLVED WITH THE HUMANE TREATMENT OF ANIMALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL RESCUE FOUNDATION OF MISSOURI | |||||||
| 2881 YAEGER ROAD | ST LOUIS | MO | 63129 | NONE | PC | TO ASSIST IN FACILITATING ANIMAL RESCUES. | $10,000 |
| HUMANE SOCIETY OF MONROE COUNTY | |||||||
| 4221 HANOVER RD | COLUMBIA | IL | 62236 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $1,000 |
| CARE (COALITION FOR ANIMAL RESCUE) | |||||||
| PO BOX 2203 | HILLSBORO | MO | 63050 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $25,000 |
| CLOWDER HOUSE CAT SANCTUARY | |||||||
| 3134 WYOMING STREET | ST LOUIS | MO | 63118 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED CATS. | $10,000 |
| THE FERAL COMPANION | |||||||
| 2527 JANUARY AVE | ST LOUIS | MO | 63139 | NONE | PC | TO EDUCATE AND SUPPORT COMMUNITIES ACROSS THE NATION BY PROVIDING A SAFE HAVEN FOR FERAL, SHY AND SPECIAL NEEDS DOGS. | $500 |
| FIVE ACRES ANIMAL SHELTER | |||||||
| 1099 PRALLE LANE | ST CHARLES | MO | 63303 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $17,000 |
| HUMANE SOCIETY OF MISSOURI | |||||||
| 1201 MACKLAND AVENUE | ST LOUIS | MO | 63110 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $50,000 |
| JEFFERSON COUNTY HUMANE SOCIETY | |||||||
| PO BOX 475 | FENTON | MO | 63026 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $10,000 |
| PAPIN SUPPORT FACILITY | |||||||
| PO BOX 15153 | ST LOUIS | MO | 63110 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $6,000 |
| TENTH LIFE CAT RESCUE | |||||||
| 3202 CHEROKEE ST | ST LOUIS | MO | 63118 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED CATS AND KITTENS IN THE ST. LOUIS AREA. | $500 |
| GATEWAY PET GUARDIANS | |||||||
| 5321 MANCHESTER AVE | ST LOUIS | MO | 63110 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $1,000 |
| SENIOR DOGS FOR SENIORS | |||||||
| 1109 BABLER FOREST COURT | CHESTERFIELD | MO | 63005 | NONE | PC | TO RESCUE DOGS AND PROVIDE COMPANION ANIMALS TO SENIOR CITIZENS. | $11,000 |
| STRAY HAVEN RESCUE | |||||||
| PO BOX 190586 | ST LOUIS | MO | 63119 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $14,000 |
| STRAY RESCUE | |||||||
| 1463 S 18TH STREET | ST LOUIS | MO | 63104 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $132,800 |
| THE CLAIRE FOUNDATION | |||||||
| 4955 LONDON ROAD | FARMINGTON | MO | 63640 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $7,000 |
| WILD BIRD REHAB | |||||||
| 9624 MIDLAND BOULEVARD | ST LOUIS | MO | 63114 | NONE | PC | TO PROVIDE SHELTER AND REHABILITATION TO INJURED NATIVE WILD SONGBIRDS. | $27,200 |
| WORLD BIRD SANCTUARY | |||||||
| 125 BALD EAGLE RIDGE ROAD | VALLEY PARK | MO | 63088 | NONE | PC | TO PROVIDE SHELTER AND REHABILITATION TO INJURED BIRDS. | $33,000 |
| ALL PAWS RESCUE | |||||||
| PO BOX 1274 | OFALLON | MO | 63366 | NONE | PC | TO RESCUE HOMELESS, ABUSED AND NEGLECTED DOGS AND CATS, PROVIDE MEDICAL CARE AND ADOPTION SERVICES. | $250 |
| RESCUE WARRIORS CORP | |||||||
| 1118 LITTLE FALLS DR | ELGIN | IL | 60120 | NONE | PC | TO SAVE ABANDONED ANIMALS FROM BEING EUTHANIZED BECAUSE OF NO OTHER REASON THAN SOMEONE NOT WANTING THEM. | $1,150 |
| MISSOURI ALLIANCE FOR ANIMAL LEGISLATION | |||||||
| 5340 DELMAR BLVD STE 105 | ST LOUIS | MO | 63112 | NONE | PC | TO ADVOCATE FOR ANIMALS BY HELPING TO PASS LEGISLATION TO PROTECT ANIMALS FROM ABUSE AND NEGLECT. | $35,000 |
| OPEN DOOR ANIMAL SANCTUARY | |||||||
| 6065 DUDA RD | HOUSE SPRINGS | MO | 63051 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $10,475 |
| ANIMAL PROTECTIVE ASSOCIATION OF MISSOURI | |||||||
| 1705 S HANLEY RD | BRENTWOOD | MO | 63144 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $15,000 |
| PARTNERS FOR PETS | |||||||
| 9136 LOWER MARINE RD | ST JACOB | IL | 62281 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR ABUSED AND ABANDONED ANIMALS. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,875 | 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 | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,429 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $432,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,873 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $561,009 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $561,009 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO ADVISORS STOCKS | StockNm |
| EOY Book Value | $459,357 | EOYBookValueAmt |
| EOYFMV | $846,154 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO ADVISORS MUTUAL FUNDS | AT COST | $464,354 | $602,759 |
| JACKSON NATIONAL LIFE INSURANCE PERSPECTIVE II FIXED AND VARIABLE ANNUITY | AT COST | $2,567,791 | $2,661,531 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,000 | LegalFeesAmt |
| Net Investment Income | $20,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON NATIONAL LIFE INSURANCE CO. | Desc |
| Revenue And Expenses Per Books | $432,686 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $432,686 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $432,686 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $14,119 | Amt |
| Net Investment Income | $14,119 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX ON NET INVESTMENT INCOME | $1,305 | $0 | $0 |
| FOREIGN TAXES | $298 | $298 | $0 |