EDNA HADDAD CHAR TR 125590: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDNA HADDAD CHAR TR 125590 (EIN 43-6557476)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-14
- IRS object ID
- 202533189349103938
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T17:01:31-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436557476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDNA HADDAD CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HADD | BusinessNameControlTxt |
| Phone | 3147467329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11356 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631050156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST CO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147467329 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | 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 | $397,892 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,371 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,371 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $19,732 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,732 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,337 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,045 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,292 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,123 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,292 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,315 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,123 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,192 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,609 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,660 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $188,183 | CorporateStockBOYAmt |
| Corporate Stock EOY | $187,941 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $263,133 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $135,638 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $135,401 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $133,099 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $328,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $325,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $397,892 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $328,550 | CapitalStockBOYAmt |
| Capital Stock EOY | $325,002 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $328,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $325,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $328,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $325,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $328,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,583 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35 | OtherIncreasesAmt |
| Subtotal | $325,002 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $325,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 41.647 ARTISAN MID CAP FUND-INS | 2021-03-26 | 2024-07-02 | $1,802 | $2,248 | -$446 | -$446 | |
| 111.238 COMMERCE BOND FUND FUND #333 | 2007-11-20 | 2024-07-02 | $1,948 | $2,070 | -$122 | -$122 | |
| 34.254 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2022-01-04 | 2024-07-02 | $1,766 | $1,641 | $125 | $125 | |
| 47.189 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL #339 | 2020-06-05 | 2024-07-02 | $2,136 | $2,085 | $51 | $51 | |
| 20.726 DFA EMERGING MARKETS PORTFOLIO | 2023-07-06 | 2024-07-02 | $611 | $552 | $59 | $59 | |
| 155.474 FIDELITY MID CAP VALUE INDEX FUND | 2023-04-05 | 2024-07-02 | $4,059 | $3,036 | $1,023 | $1,023 | |
| 2. ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2024-04-02 | 2024-07-02 | $176 | $177 | -$1 | -$1 | |
| 22.472 JPMORGAN HEDGED EQUITY FUND-R6 | 2021-09-28 | 2024-07-02 | $706 | $589 | $117 | $117 | |
| 39.098 MFS RESEARCH INTERNATIONAL FUND R6 | 2022-03-25 | 2024-07-02 | $910 | $859 | $51 | $51 | |
| 15.936 T ROWE PRICE GROWTH STOCK FUND-I | 2019-01-29 | 2024-07-02 | $1,695 | $971 | $724 | $724 | |
| 20.41 NUVEEN LARGE CAP GROWTH INDEX FUND- R6 #7292 | 2023-01-05 | 2024-07-02 | $1,299 | $741 | $558 | $558 | |
| 19.686 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2021-06-25 | 2024-10-01 | $683 | $693 | -$10 | -$10 | |
| 1. ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2024-04-02 | 2024-10-01 | $93 | $89 | $4 | $4 | |
| 41.73 T ROWE PRICE OVERSEAS STOCK FUND-I | 2021-05-04 | 2024-10-01 | $576 | $542 | $34 | $34 | |
| 34.041 NUVEEN LARGE CAP VALUE INDEX FUND-R6 | 2020-11-20 | 2024-10-01 | $911 | $658 | $253 | $253 | |
| 170.877 ARTISAN MID CAP FUND-INS | 2023-01-05 | 2025-04-02 | $6,698 | $8,163 | -$1,465 | -$1,465 | |
| 456.751 COMMERCE BOND FUND FUND #333 | 2007-11-20 | 2025-04-02 | $8,203 | $8,500 | -$297 | -$297 | |
| 42.069 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2021-09-28 | 2025-04-02 | $1,363 | $1,463 | -$100 | -$100 | |
| 222.848 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2024-07-02 | 2025-04-02 | $4,564 | $4,415 | $149 | $149 | |
| 32.19 DFA US LARGE CAP VALUE PORTFOLIO | 2024-01-04 | 2025-04-02 | $1,622 | $1,427 | $195 | $195 | |
| 658.847 DODGE & COX INCOME FUND | 2021-03-26 | 2025-04-02 | $8,328 | $9,303 | -$975 | -$975 | |
| 62.596 NUVEEN LARGE CAP VALUE INDEX FUND-R6 | 2024-01-04 | 2025-04-02 | $1,646 | $1,433 | $213 | $213 | |
| 15.251 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2024-01-04 | 2025-06-20 | $776 | $666 | $110 | $110 | |
| 5.468 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL #339 | 2020-06-05 | 2025-06-20 | $247 | $242 | $5 | $5 | |
| 22.64 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2024-04-03 | 2025-06-20 | $726 | $751 | -$25 | -$25 | |
| 10.657 DFA US LARGE CAP VALUE PORTFOLIO | 2024-01-04 | 2025-06-20 | $534 | $472 | $62 | $62 | |
| 17.127 FIDELITY MID CAP VALUE INDEX FUND | 2023-10-04 | 2025-06-20 | $467 | $380 | $87 | $87 | |
| 7.367 FIDELITY MID CAP GROWTH INDEX FUND | 2025-04-02 | 2025-06-20 | $257 | $231 | $26 | $26 | |
| 7.467 T ROWE PRICE GROWTH STOCK FUND-I | 2024-01-04 | 2025-06-20 | $791 | $630 | $161 | $161 | |
| 20.46 NUVEEN LARGE CAP VALUE INDEX FUND-R6 | 2024-01-04 | 2025-06-20 | $541 | $468 | $73 | $73 | |
| 6.008 NUVEEN LARGE CAP GROWTH INDEX FUND- R6 #7292 | 2024-01-04 | 2025-06-20 | $406 | $303 | $103 | $103 | |
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,629 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,371 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $173 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $173 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $30 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3147463971 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 FORSYTH BLVD | AddressLine1Txt |
| City | CLAYTON | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| COMMERCE TRUST | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TRUSTEE | 1 | $4,587 |
| COMMERCE TRUST | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TAX PREPARATION | 01 | $2,750 |
| 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 |
| 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 | $383,917 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $395,794 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $395,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $389,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $203 | TotalTaxAmt |
| Distributable Before Adj | $19,290 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,290 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,290 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,192 | 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 | $18,192 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,756 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,192 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,756 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,436 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,854 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PLACES FOR PEOPLE INCORPORATED | |||||||
| 1001 LYNCH STREET | ST LOUIS | MO | 63118 | NONE | PC | GENERAL OPERATIONS | $5,300 |
| DEPAUL USA | |||||||
| 5725 SPRAGUE ST | PHILADELPHIA | PA | 19138 | NONE | PC | GENERAL OPERATIONS | $5,300 |
| WORLD BIRD SANCTUARY | |||||||
| 125 BALD EAGLE RIDGE RD | VALLEY PARK | MO | 63088 | NONE | PC | GENERAL OPERATIONS | $5,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,900 | 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 | $10,361 | 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 | $9,371 | 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 | $19,732 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,732 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (8 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(c)(4) | COMMON TRUSTEE |
| ALICE G OGG TRUST UNDER WILL | |
| 501(c)(4) | COMMON TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(c)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(c)(13) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(c)(13) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF | |
| 501(c)(13) | COMMON TRUSTEE |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TO-TAX ADJUSTMENT | Desc |
| Amt | $35 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $63 | $63 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $15 | $15 | $0 |