KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN G FAVRE CHARITABLEFOUNDATION FOR THE BETTERMENT OF AN (EIN 20-5137010)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-31
- IRS object ID
- 201322129349100102
- Schema version
- 2012v2.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-31T08:19:22-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431661082 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURCELL & AMEN LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205137010 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN G FAVRE CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KATH | NameControl |
| Phone | 3149668077 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES A AMEN | Name |
| Title | TRUSTEE | Title |
| Phone | 3149668077 | Phone |
| Date Signed | 2013-07-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA A KIBLER CPA | Name |
| PTIN | P01403260 | PTIN |
| Phone | 3149668077 | Phone |
| Date Prepared | 2013-07-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4008904 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 100702 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 100702 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -65359 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 828313 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 35343 | TotalRevenueAndExpenses |
| Total Net Investment Income | 100702 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 59482 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 59482 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2000 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 1711 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1711 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5617 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5617 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 290 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 290 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 621 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 581 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 40 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 69721 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7909 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 61812 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 215150 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 215150 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 284871 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7909 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 276962 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -249528 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 92793 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11335 | CashBOY |
| Cash EOY | 11728 | CashEOY |
| Cash EOYFMV | 11728 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | -90845 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | -47893 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | -47893 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 489950 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 505995 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 3759014 | InvestmentsOtherBOY |
| Investments Other EOY | 2976191 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3539074 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3679504 | TotalAssetsBOY |
| Total Assets EOY | 3429976 | TotalAssetsEOY |
| Total Assets EOYFMV | 4008904 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3679504 | UnrestrictedBOY |
| Unrestricted EOY | 3429976 | UnrestrictedEOY |
| Total Net Assets BOY | 3679504 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3429976 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3679504 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3429976 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3679504 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -249528 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3429976 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3429976 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 21,893 SHS GROWTH FD OF AMERICA | P | 2007-08-09 | 2012-11-16 | 719000 | 783509 | -64509 | -64509 |
| 5,498 SHS INCOME FD OF AMERICA | P | 2007-08-09 | 2012-02-21 | 95500 | 110163 | -14663 | -14663 |
| CAPITAL GAINS DIVIDENDS | P | 13813 | 13813 | 13813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -65359 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 276136 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3986649 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.069265 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 432637 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3975322 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.108831 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 166770 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3515481 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047439 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 136594 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4405487 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.031005 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 269093 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2186712 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.123058 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.379598 | TotalDistributionRatio |
| Average Distribution Ratio | 0.075920 | AverageDistributionRatio |
| Net Noncharitable Assets | 3940846 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 299189 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 928 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 300117 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 276962 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1856 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1856 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1856 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3701 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3701 | TotalCreditsAndPayments |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Overpayment | 1844 | Overpayment |
| Amount Credited To Next Year | 1844 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MO | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CHARLES A AMEN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3149668077 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JEROME ZITZMANN | ||||||||
| 8182 MARYLAND ST | ST LOUIS | MO | 63105 | TRUSTEE | 10.00 | 40241 | 0 | 0 |
| CHARLES A AMEN | ||||||||
| 1974 DOUGHERTY FERRY RD | ST LOUIS | MO | 63122 | TRUSTEE | 10.00 | 19241 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4014395 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | -13536 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4000859 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4000859 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 60013 | CashDeemedCharitable |
| Net Noncharitable Assets | 3940846 | NetNoncharitableAssets |
| Minimum Investment Return | 197042 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 197042 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1856 | TaxBasedOnInvestmentIncome |
| Total Tax | 1856 | TotalTax |
| Distributable Amount Before Adj | 195186 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 195186 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 195186 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 276962 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 276962 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 276962 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 195186 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 125226 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 236433 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 79315 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 440974 | TotalExcessDistriCarryover |
| Qualifying Distributions | 276962 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 195186 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 81776 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 522750 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 522750 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 125226 | ExcessFromYear4 |
| Excess From Year2 | 236433 | ExcessFromYear2 |
| Excess From Year1 | 79315 | ExcessFromYear1 |
| Excess From Current Year | 81776 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CHARLES A AMEN | RecipientName |
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 Number | 3149668077 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER OF REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | RESTRICTED TO ORGANIZATIONS INVOLVED WITH THE HUMANE TREATMENT OF ANIMALS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ADOPT - JEFFERSON COUNTY | ||||||||
| 420 INDUSTRIAL DRIVE | NAPERVILLE | IL | 60563 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $20,000 | |
| CARE (COALITION FOR ANIMAL RESCUE) | ||||||||
| PO BOX 2203 | HILLSBORO | MO | 63050 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $13,000 | |
| CLOWDER HOUSE CAT SANCTUARY | ||||||||
| 3134 WYOMING STREET | ST LOUIS | MO | 63118 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $400 | |
| DENT COUNTY ANIMAL WELFARE SOCIETY | ||||||||
| PO BOX 565 MASTERS INDUSTRIAL PARK | SALEM | MO | 65560 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $20,000 | HWY 32E |
| JEFFERSON COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 475 | FENTON | MO | 63026 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $2,000 | |
| FIVE ACRES ANIMAL SHELTER | ||||||||
| 1099 PRALLE LANE | ST CHARLES | MO | 63303 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $42,300 | |
| ST LOUIS ZOO | ||||||||
| PO BOX 790090 | ST LOUIS | MO | 63179 | NONE | WILDLIFE EDUCATION | FINANCIAL SUPPORT | $51,500 | |
| STRAY RESCUE | ||||||||
| 1463 S 18TH STREET | ST LOUIS | MO | 63104 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $22,600 | |
| 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 | $13,500 | |
| WORLD BIRD SANCTUARY | ||||||||
| 125 BALD EAGLE RIDGE ROAD | VALLEY PARK | MO | 63088 | NONE | WILDLIFE CONSERVATIO | FINANCIAL SUPPORT | $10,000 | |
| STRAY HAVEN RESCUE | ||||||||
| PO BOX 190586 | ST LOUIS | MO | 63119 | NONE | ANIMAL WELFARE SOCIE | FINANCIAL SUPPORT | $7,850 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 215150 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $100,702 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$65,359 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $35,343 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35343 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2000 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STIFEL NICOLAUS EQUITIES (0642) | NameOfStock |
| EOY Book Value | 489950 | EOYBookValue |
| EOYFMV | 505995 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STIFEL NICOLAUS MUTUAL FUNDS (4627) | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2976191 | BookValue |
| EOYFMV | 3539074 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 40 | 0 | 40 |
| INVESTMENT FEES | 581 | 581 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT INCOME TAX | $4,527 | 4527 | 0 |
| FOREIGN TAXES | $1,090 | 1090 | 0 |