KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN (EIN 20-5137010)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-07
- IRS object ID
- 201641599349100004
- Schema version
- 2015v2.1
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-07T08:52:42-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 STE 100 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | ST 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 | 2016-06-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA A KIBLER CPA | PreparerPersonNm |
| PTIN | P01403260 | PTIN |
| Phone | 3149668077 | PhoneNum |
| Preparation | 2016-06-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,926,059 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,387 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,387 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $120,455 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $120,455 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $234,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,236 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $850 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $850 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $48 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $48 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,671 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,671 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,548 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,786 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,786 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$88,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $225,715 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,066 | CashBOYAmt |
| Cash EOY | $6,216 | CashEOYAmt |
| Cash EOYFMV | $6,216 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,183 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,808 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $460,341 | CorporateStockBOYAmt |
| Corporate Stock EOY | $459,047 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $671,341 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,299,879 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,159,779 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,185,694 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,776,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,687,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,926,059 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,776,469 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,687,850 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,776,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,687,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,776,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,687,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,776,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$88,619 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,687,850 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,687,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 93.4 SHS CAPITAL WORLD GROWTH & INCOME FUND | P | 2007-11-07 | 2015-01-12 | $4,250 | $4,440 | -$190 | -$190 |
| 35.834 SHS GROWTH FUND AMERICA | P | 2007-12-18 | 2015-01-12 | $1,500 | $1,197 | $303 | $303 |
| 267.51 SHS INCOME FUND AMERICA INC | P | 2009-03-20 | 2015-01-12 | $5,750 | $3,114 | $2,636 | $2,636 |
| 44.563 SHS SMALLCAP WORLD FUND | P | 2007-10-19 | 2015-01-12 | $2,000 | $2,130 | -$130 | -$130 |
| 36.695 SHS CAPITAL WORLD GROWTH & INCOME FUND | P | 2007-11-19 | 2015-02-17 | $1,750 | $1,729 | $21 | $21 |
| 309.11 SHS INCOME FUND AMERICA FUND | P | 2009-03-20 | 2015-02-09 | $6,750 | $3,598 | $3,152 | $3,152 |
| 373.62 SHS CAPITAL WORLD GROWTH & INCOME FUND | P | 2007-11-19 | 2015-03-06 | $17,750 | $17,609 | $141 | $141 |
| 67.889 SHS GROWTH FUND AMERICA | P | 2007-12-18 | 2015-03-06 | $3,000 | $2,268 | $732 | $732 |
| 448.59 SHS INCOME FUND AMERICA INC | P | 2009-03-20 | 2015-03-06 | $9,750 | $5,222 | $4,528 | $4,528 |
| 84.872 SHS SMALLCAP WORLD FUND | P | 2007-10-19 | 2015-03-06 | $4,000 | $4,057 | -$57 | -$57 |
| 35.971 SHS CAPITAL WORLD GROWTH & INCOME FUND | P | 2007-11-19 | 2015-04-15 | $1,750 | $1,695 | $55 | $55 |
| 79.437 SHS INCOME FUND AMERICA INC | P | 2009-03-20 | 2015-04-15 | $1,750 | $925 | $825 | $825 |
| 35.584 SHS CAPITAL WORLD GROWTH & INCOME FUND | P | 2007-11-19 | 2015-05-15 | $1,750 | $1,677 | $73 | $73 |
| 79.01 SHS INCOME FUND AMERICA INC | P | 2009-03-20 | 2015-05-15 | $1,750 | $997 | $753 | $753 |
| 36.588 SHS CAPITAL WORLD GROWTH & INCOME FUND | P | 2007-11-19 | 2015-06-15 | $1,750 | $1,724 | $26 | $26 |
| 1,001.02 SHS INCOME FUND AMERICA INC | P | 2009-06-19 | 2015-06-15 | $21,750 | $13,063 | $8,687 | $8,687 |
| 36.734 SHS CAPITAL WORLD GROWTH & INCOME FUND | P | 2007-11-19 | 2015-07-15 | $1,750 | $1,731 | $19 | $19 |
| 81.471 SHS INCOME FUND AMERICA INC | P | 2009-06-19 | 2015-07-15 | $1,750 | $1,063 | $687 | $687 |
| 37.084 SHS CAPITAL WORLD GROWN & INCOME FUND | P | 2007-11-19 | 2015-08-17 | $1,750 | $1,748 | $2 | $2 |
| 82.392 SHS INCOME FUND AMERICA INC | P | 2009-06-19 | 2015-08-17 | $1,750 | $1,075 | $675 | $675 |
| 39.468 SHS CAPITAL WORLD GROWTH & INCOME FUND | P | 2007-11-19 | 2015-09-15 | $1,750 | $1,860 | -$110 | -$110 |
| 86.164 SHS INCOME FUND AMERICA INC | P | 2009-06-19 | 2015-09-15 | $1,750 | $1,124 | $626 | $626 |
| 38.572 SHS CAPITAL WORLD GROWTH & INCOME FUND | P | 2007-11-19 | 2015-10-15 | $1,750 | $1,818 | -$68 | -$68 |
| 84.459 SHS INCOME FUND AMERICA INC | P | 2009-06-19 | 2015-10-15 | $1,750 | $1,102 | $648 | $648 |
| 1,036.1 SHS AMERICAN INCOME FUND OF AMERICA | P | 2009-06-19 | 2015-11-16 | $21,750 | $15,091 | $6,659 | $6,659 |
| 39.01 SHS AMERICAN FUNDS CAPITAL WORLD GROWTH | P | 2007-11-19 | 2015-11-16 | $1,750 | $1,838 | -$88 | -$88 |
| 139 SHS SIGMA ALDRICH CORP | P | 2012-11-16 | 2015-11-18 | $19,460 | $9,633 | $9,827 | $9,827 |
| 2,019.84 SHS AMERICAN INCOME FUND OF AMERICA | P | 2010-03-23 | 2015-12-15 | $41,750 | $30,985 | $10,765 | $10,765 |
| 493.31 SHS AMERICAN FUNDS CAP WORLD GROWTH & INCOME | P | 2007-12-17 | 2015-12-15 | $21,750 | $22,831 | -$1,081 | -$1,081 |
| 445.534 SHS AMERICAN FUNDS GROWTH FUND OF AMERICA | P | 2007-12-18 | 2015-12-15 | $20,000 | $14,885 | $5,115 | $5,115 |
| 432.62 SHS SMALLCAP WORLD FUND INC | P | 2007-10-19 | 2015-12-15 | $20,000 | $20,859 | -$859 | -$859 |
| CAPITAL GAINS DIVIDENDS | P | $27,015 | $27,015 | $27,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,387 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $347,472 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,291,368 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080970 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $181,447 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,114,695 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044097 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $276,962 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,940,846 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070280 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $276,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,986,649 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069265 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $432,637 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,975,322 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108831 | DistributionYr5Rt |
| Total Distribution | 0.373443 | TotalDistributionRt |
| Average Distribution | 0.074689 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,124,729 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $308,072 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,257 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $310,329 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $314,334 | 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 | $2,257 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,257 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,257 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,312 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $450 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,762 | TotalPaymentsAndCreditsAmt |
| Tax Due | $495 | 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 | $20,000 | $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 | $4,158,819 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,187,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,187,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,124,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,236 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,236 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,257 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,257 | TotalTaxAmt |
| Distributable Before Adj | $203,979 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $203,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $203,979 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $314,334 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,257 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $312,077 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $236,433 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,315 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,776 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $135,020 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $532,544 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $314,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $203,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,355 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $642,899 | 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 | $236,433 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $406,466 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,315 | ExcessFromYear4Amt |
| Excess From Year3 | $81,776 | ExcessFromYear3Amt |
| Excess From Year1 | $135,020 | ExcessFromYear1Amt |
| Excess From Current Year | $110,355 | 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 (17 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 RD | ST LOUIS | MO | 63129 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $2,000 |
| ANIMAL PROTECTIVE ASSOCIATION OF MISSOURI | |||||||
| 1705 S HANLEY RD | KIRKWOOD | MO | 63144 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $10,000 |
| CARE (COALITION FOR ANIMAL RESCUE) | |||||||
| PO BOX 2203 | HILLSBORO | MO | 63050 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $17,000 |
| CLOWDER HOUSE CAT SANCTUARY | |||||||
| 3134 WYOMING STREET | ST LOUIS | MO | 63118 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $1,000 |
| MILLIS ANIMAL HOSPITAL | |||||||
| 1411 S BIG BEND BLVD | RICHMOND HEIGHTS | MO | 63117 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $486 |
| GRANITE CITY APA | |||||||
| 5000 OLD ALTON RD | GRANITE CITY | IL | 62040 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $3,000 |
| FIVE ACRES ANIMAL SHELTER | |||||||
| 1099 PRALLE LANE | ST CHARLES | MO | 63303 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $12,000 |
| DENT COUNTY ANIMAL WELFARE SOCIETY | |||||||
| 5358 MO-19 | SALEM | MO | 65560 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $20,000 |
| HUMANE SOCIETY OF MISSOURI | |||||||
| 1201 MACKLAND AVENUE | ST LOUIS | MO | 63110 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $50,000 |
| JEFFERSON COUNTY HUMANE SOCIETY | |||||||
| PO BOX 475 | FENTON | MO | 63026 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $5,000 |
| PROTECT EVERY PET (PEP INC) | |||||||
| 408 W ST LOUIS STREET | BLAND | MO | 65014 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $7,000 |
| SENIOR DOGS FOR SENIORS | |||||||
| 1109 BABLER FOREST COURT | CHESTERFIELD | MO | 63005 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $12,000 |
| STRAY HAVEN RESCUE | |||||||
| PO BOX 190586 | ST LOUIS | MO | 63119 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $12,500 |
| STRAY RESCUE | |||||||
| 1463 S 18TH STREET | ST LOUIS | MO | 63104 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $55,000 |
| THE CLAIRE FOUNDATION | |||||||
| 4955 LONDON ROAD | FARMINGTON | MO | 63640 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $6,000 |
| WILD BIRD REHAB | |||||||
| 9624 MIDLAND BOULEVARD | ST LOUIS | MO | 63114 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $25,000 |
| WORLD BIRD SANCTUARY | |||||||
| 125 BALD EAGLE RIDGE ROAD | VALLEY PARK | MO | 63088 | NONE | WILDLIFE CONSERVATIO | FINANCIAL SUPPORT | $31,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,786 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,392 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,455 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,387 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $234,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,236 | 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 | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,500 | 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 | $459,047 | EOYBookValueAmt |
| EOYFMV | $671,341 | 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 | $659,779 | $740,005 |
| JACKSON NATIONAL LIFE INSURANCE COMPANY ANNUITY | AT COST | $2,500,000 | $2,445,689 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $7,671 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,671 | 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 COMPANY | Desc |
| Revenue And Expenses Per Books | $120,455 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $120,455 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $120,455 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |