SINQUEFIELD CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SINQUEFIELD CHARITABLE FOUNDATION (EIN 20-0510360)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201541349349102879
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T15:49:21-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N BROADWAY SUITE 600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631022733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200510360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sinquefield Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LARRY LEGRAND | InCareOfNm |
| Business Name Control | SINQ | BusinessNameControlTxt |
| Phone | 6365327824 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 Maryville Centre Drive Suite 1 | AddressLine1Txt |
| Address Line2 | Suite 105 | AddressLine2Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REX SINQUEFIELD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6365327824 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donna J Larson | PreparerPersonNm |
| PTIN | P00043751 | PTIN |
| Phone | 6365327824 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,175,580 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $184,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,587 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,229 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,229 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $228,316 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,816 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,718 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,859 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,859 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $937 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,277 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,859 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,136 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,247 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,247 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,859 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,383 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,198 | CashBOYAmt |
| Cash EOY | $94,520 | CashEOYAmt |
| Cash EOYFMV | $94,520 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,067,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,111,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,081,060 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,163,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,205,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,175,580 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,163,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,205,836 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,163,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,205,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,163,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,205,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,163,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,137 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,205,836 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,205,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $14,229 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,229 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,171,254 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082265 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $779,019 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,224,227 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.636335 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,584,878 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,990,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.801446 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,912,420 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,008,595 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.449979 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,650,382 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,120,274 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 4.151111 | DistributionYr5Rt |
| Total Distribution | 8.121136 | TotalDistributionRt |
| Average Distribution | 1.624227 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,304,786 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,119,269 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $420 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,119,689 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $183,383 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $839 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $839 | SubtotalAmt |
| Tax Based On Investment Income | $839 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $39 | TaxDueAmt |
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 | LARRY LEGRAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6365327824 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 MARYVILLE CENTRE DRIVE SUITE 1 | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JEANNE SINQUEFIELD | ||||||||
| HCR 65 BOX 95 | WESTPHALIA | MO | 65085 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| REX SINQUEFIELD | ||||||||
| HCR 65 BOX 95 | WESTPHALIA | MO | 65085 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| RANDOLPH CAIRNS SINQUEFIELD | ||||||||
| HCR 65 BOX 95 | WESTPHALIA | MO | 65085 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,229,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,359 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,324,656 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,324,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,304,786 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $839 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $839 | TotalTaxAmt |
| Distributable Before Adj | $64,400 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $64,400 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $64,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,383 | 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 | $183,383 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $183,383 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,623,420 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,838,992 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,506,816 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $718,441 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,567 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,726,236 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $183,383 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $64,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,983 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,845,219 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,623,420 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,221,799 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,838,992 | ExcessFromYear4Amt |
| Excess From Year3 | $3,506,816 | ExcessFromYear3Amt |
| Excess From Year2 | $718,441 | ExcessFromYear2Amt |
| Excess From Year1 | $38,567 | ExcessFromYear1Amt |
| Excess From Current Year | $118,983 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEANNE SINQUEFIELD | ContributingManagerNm |
| Contributing Manager | REX SINQUEFIELD | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHELDON ARTS FOUNDATION | |||||||
| 3648 WASHINGTON BLVD | SAINT LOUIS | MO | 63108 | NONE | PC | SUPPORT OF THE ARTS | $108,500 |
| BOY SCOUTS OF AMERICA | |||||||
| 7125 FALL CREEK RD N | INDIANAPOLIS | IN | 46256 | NONE | PC | YOUTH EDUCATION | $55,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,247 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,587 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,229 | 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 | $43,816 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,816 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | REX AND JEANNE SINQUEFIELD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 244 Bent Walnut Lane | AddressLine1Txt |
| City | Westphalia | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 650852022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $184,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,718 | Amt |
| Net Investment Income | $1,859 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,859 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US MICRO CAP PORT | $2,532 | $3,286 |
| ASIA PACIFIC SMALL COMPANY | $129,215 | $119,348 |
| EMERGING MARKETS VALUE | $721,781 | $596,736 |
| JAPANESE SMALL COMPANY | $111,914 | $141,386 |
| UNITED KINGDOM SMALL COMPANY | $139,665 | $211,210 |
| TAXMANAGED US MARKETWIDE VALUE | $2,497 | $3,940 |
| TAXMANAGED US TARGETED VALUE | $3,712 | $5,154 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LECTURER FEE | $5,607 | $5,607 |
| POSTAGE | $7 | $7 |
| EVENT SPONSORSHIP | $5,663 | $5,663 |
| MEMBERSHIP & DUES | $6,000 | $6,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX REFUND | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U.S. TREASURY | CategoryTxt |
| Amt | $937 | Amt |