KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN (EIN 20-5137010)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-04
- IRS object ID
- 201423089349100507
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-04T09:46:51-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | AMEN GANTNER & CAPRIANO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10805 SUNSET OFFICE DRIVE | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63127 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 NO 100 | AddressLine1 |
| City | STLOUIS | City |
| State | MO | State |
| ZIP Code | 63127 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES A AMEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3149668077 | PhoneNum |
| Signature | 2014-11-03 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA A KIBLER CPA | PreparerPersonNm |
| PTIN | P01403260 | PTIN |
| Phone | 3149668077 | PhoneNum |
| Preparation | 2014-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,342,522 | 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 | $63,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,625 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $367,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,329 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $97,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,956 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,985 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,985 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $823 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $823 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $628 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $628 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $452 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $452 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,213 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,737 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$107,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,728 | CashBOYAmt |
| Cash EOY | $8,728 | CashEOYAmt |
| Cash EOYFMV | $8,728 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | -$47,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,709 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,709 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $489,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $460,372 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $611,376 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,976,191 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,498,330 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,670,709 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,429,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,019,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,342,522 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,429,976 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,019,139 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,429,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,019,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,429,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,019,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,429,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$107,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $696,303 | OtherIncreasesAmt |
| Subtotal | $4,019,139 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,019,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | P | 2007-08-28 | 2013-11-15 | $150,494 | $149,262 | $1,232 | $1,232 |
| STIFEL NICOLAUS (0642) | P | 2012-11-16 | 2013-01-15 | $27,490 | $24,814 | $2,676 | $2,676 |
| STIFEL NICOLAUS (4627) | P | 2007-08-09 | 2013-05-21 | $149,100 | $158,623 | -$9,523 | -$9,523 |
| CAPITAL GAINS DIVIDENDS | P | $39,944 | $39,944 | $39,944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,329 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $276,962 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,940,846 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070280 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $276,136 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,986,649 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069265 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $432,637 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,975,322 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.108831 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $166,770 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,515,481 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047439 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $136,594 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,405,487 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031005 | DistributionYr5Rt |
| Total Distribution | 0.326820 | TotalDistributionRt |
| Average Distribution | 0.065364 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,114,695 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $268,953 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $743 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $269,696 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $181,447 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,486 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,486 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,844 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,844 | TotalPaymentsAndCreditsAmt |
| Overpayment | $358 | OverpaymentAmt |
| Applied To ES Tax | $358 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63127 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEROME ZITZMANN | ||||||||
| 8182 MARYLAND ST | ST LOUIS | MO | 63105 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CHARLES A AMEN | ||||||||
| 1974 DOUGHERTY FERRY RD | ST LOUIS | MO | 63122 | TRUSTEE | 10.00 | $19,985 | $0 | $0 |
| MARY HASLIP | ||||||||
| 7086 MARDEL AVE | ST LOUIS | MO | 63109 | TRUSTEE | 10.00 | $5,000 | $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 | $4,162,695 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,177,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,177,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,660 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,114,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,486 | TotalTaxAmt |
| Distributable Before Adj | $204,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $204,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $204,249 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,447 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $181,447 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $181,447 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $125,226 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $236,433 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,315 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,776 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $522,750 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $181,447 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $181,447 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,802 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,802 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $499,948 | 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 | $102,424 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $397,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $236,433 | ExcessFromYear3Amt |
| Excess From Year2 | $79,315 | ExcessFromYear2Amt |
| Excess From Year1 | $81,776 | ExcessFromYear1Amt |
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 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63127 | ZIPCode |
| 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ANIMAL PROTECTIVE ASSOCIATION OF MISSOURI | ||||||||
| 1705 S HANLEY RD | KIRKWOOD | MO | 63144 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $35,000 | |
| CARE (COALITION FOR ANIMAL RESCUE) | ||||||||
| PO BOX 2203 | HILLSBORO | MO | 63050 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $11,000 | |
| CLOWDER HOUSE CAT SANCTUARY | ||||||||
| 3134 WYOMING STREET | ST LOUIS | MO | 63118 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $4,500 | |
| DENT COUNTY ANIMAL WELFARE SOCIETY | ||||||||
| PO BOX 565 MASTERS INDUSTRIAL PARK | SALEM | MO | 65560 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $20,000 | HWY 32E |
| FIVE ACRES ANIMAL SHELTER | ||||||||
| 1099 PRALLE LANE | ST CHARLES | MO | 63303 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $25,160 | |
| JEFFERSON COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 475 | FENTON | MO | 63026 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $4,000 | |
| SENIOR DOGS FOR SENIORS | ||||||||
| 1109 BABLER FOREST COURT | CHESTERFIELD | MO | 63005 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $5,000 | |
| STRAY HAVEN RESCUE | ||||||||
| PO BOX 190586 | ST LOUIS | MO | 63119 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $9,150 | |
| STRAY RESCUE | ||||||||
| 1463 S 18TH STREET | ST LOUIS | MO | 63104 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $3,900 | |
| THE CLAIRE FOUNDATION | ||||||||
| 4955 LONDON ROAD | FARMINGTON | MO | 63640 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $12,000 | |
| WILD BIRD REHAB | ||||||||
| 9624 MIDLAND BOULEVARD | ST LOUIS | MO | 63114 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $15,000 | |
| WORLD BIRD SANCTUARY | ||||||||
| 125 BALD EAGLE RIDGE ROAD | VALLEY PARK | MO | 63088 | NONE | WILDLIFE CONSERVATIO | FINANCIAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,710 | 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 | $63,640 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,329 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $97,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,971 | 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 | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STIFEL NICOLAUS EQUITIES (0642) | $0 | $0 |
| WELLS FARGO ADVISORS STOCKS | $460,372 | $611,376 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STIFEL NICOLAUS MUTUAL FUNDS (4627) | AT COST | $0 | $0 |
| WELLS FARGO ADVISORS MUTUAL FUNDS | AT COST | $3,498,330 | $3,670,709 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $3,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $22,213 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,213 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT TO BOOK VALUE OF INVESTMENTS | Description |
| Amount | $696,303 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $628 | Amt |
| Net Investment Income | $628 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |