FRANK & BESSIE SPIELBERG FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRANK & BESSIE SPIELBERG FOUNDATION (EIN 43-6042034)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202621259349102362
- Schema version
- 2025v4.1
- 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 Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T10:57:16-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431305800 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MIDWEST INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 SUNNEN DRIVE SUITE 100 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631433819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436042034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK AND BESSIE SPIELBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 3146064658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 GOLDEN CHERRY DRIVE | AddressLine1Txt |
| City | WILDWOOD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY MASSA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3146064658 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE PISCIOTTA | PreparerPersonNm |
| PTIN | P00560435 | PTIN |
| Phone | 3146151200 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $400,868 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,138 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,224 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,980 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,980 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $410 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $410 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,948 | CashBOYAmt |
| Cash EOY | $4,871 | CashEOYAmt |
| Cash EOYFMV | $4,871 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,033 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,702 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $81,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,564 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $136,461 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $267,797 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $265,317 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $251,486 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,361 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,348 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,348 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $359,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $339,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $400,868 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $359,315 | CapitalStockBOYAmt |
| Capital Stock EOY | $339,802 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $359,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $339,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $359,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $339,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $359,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,141 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $345,174 | SubtotalAmt |
| Other Decreases | $5,372 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $339,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ANNALY CAPITAL MANAGEMENT INC REIT | P | 2001-02-22 | 2025-12-01 | $8,586 | $19,112 | -$10,526 | -$10,526 |
| DT MIDSTREAM INC. | P | 1995-06-28 | 2025-12-01 | $6,051 | $457 | $5,594 | $5,594 |
| CAPITAL GAINS DIVIDENDS | P | $6,070 | $6,070 | $6,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,138 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $326 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $326 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $326 | 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 | STACEY MASSA | IndividualWithBooksNm |
| Phone | 3146064658 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 GOLDEN CHERRY DRIVE | AddressLine1Txt |
| City | WILDWOOD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63040 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK J SPIELBERG | ||||||||
| 1001 YELLOWWOOD CT | CHESTERFIELD | MO | 63005 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EDWARD SPIELBERG | ||||||||
| 4565 FLAD AVE | ST LOUIS | MO | 63110 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STACEY MASSA | ||||||||
| 305 GOLDEN CHERRY DRIVE | WILDWOOD | MO | 63040 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| ANDY SPIELBERG | ||||||||
| 16730 CHESTERIELD MANOR | CHESTERFIELD | MO | 63005 | TRUSTEE | 0.00 | $0 | $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 | $399,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $410,537 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $410,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $404,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $326 | TotalTaxAmt |
| Distributable Before Adj | $19,893 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,893 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,893 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,625 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,893 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,297 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,175 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,581 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,767 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,243 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,893 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,732 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $111,795 | 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 | $22,297 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $89,498 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,175 | ExcessFromYear4Amt |
| Excess From Year3 | $17,581 | ExcessFromYear3Amt |
| Excess From Year2 | $19,767 | ExcessFromYear2Amt |
| Excess From Year1 | $18,243 | ExcessFromYear1Amt |
| Excess From Current Year | $17,732 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AISH HATOTAH | |||||||
| 8149 DELMAR BLVD | ST LOUIS | MO | 63130 | PC | GIFTS | $100 | |
| AMERICAN ASSOCIATES BEN GUIRON | |||||||
| 1001 AVENUE OF THE AMERICAN 19TH | NEW YORK | NY | 10018 | PC | GIFTS | $100 | FLOOR |
| AMERICAN HEART ASSOCIATION | |||||||
| 460 N LINDBERGH BLVD | ST LOUIS | MO | 63141 | PC | GIFTS | $100 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH | NEW YORK | NY | 10022 | PC | GIFTS | $100 | |
| AMERICAN JEWISH HISTORICAL SOCIETY | |||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | PC | GIFTS | $100 | |
| AMERICAN KIDNEY FUND | |||||||
| 6110 EXECUTIVE BLV SUITE 1010 | ROCKVILLE | MD | 20852 | PC | GIFTS | $100 | |
| AMERICAN PRINTING HOUSE FOR THE BLIND | |||||||
| 1839 FRANKFORT AVE | LOUISVILLE | KY | 40206 | PC | GIFTS | $100 | |
| AMERICAN RED CROSS | |||||||
| 10195 CORPORATE SQUARE | ST LOUIS | MO | 63132 | PC | GIFTS | $100 | |
| AMVETS | |||||||
| 4647 FORBES BLVD | LANHAM | MD | 20706 | PC | GIFTS | $100 | |
| ARTS AND EDUCATION FUND | |||||||
| 3547 OLIVE ST | ST LOUIS | MO | 63103 | PC | GIFTS | $100 | |
| ARZA | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | PC | GIFTS | $100 | |
| BEVERLY FARMS FOUNDATION | |||||||
| 6301 HUMBERT RD | GODFREY | IL | 62035 | PC | GIFTS | $100 | |
| CANCER SUPPORT COMMUNITY | |||||||
| 1058 OLD DES PERES RD | ST LOUIS | MO | 63131 | PC | GIFTS | $100 | |
| CARDINAL GLENNON HOSPITAL | |||||||
| 3800 PARK AVE | ST LOUIS | MO | 63110 | PC | GIFTS | $100 | |
| CENTRAL INSTITUTE FOR THE DEAF | |||||||
| 4560 CLAYTON AVE | ST LOUIS | MO | 63110 | PC | GIFTS | $100 | |
| CHANNEL 9 | |||||||
| 3655 OLIVE ST | ST LOUIS | MO | 63108 | PC | GIFTS | $100 | |
| DISMAS HOUSE | |||||||
| 5025 COTE BRILLIANTE AVE | ST LOUIS | MO | 63113 | PC | GIFTS | $100 | |
| EPILEPSY FOUNDATION | |||||||
| 4351 GARDEN CITY DRIVE | LANDOVER | MD | 20785 | PC | GIFTS | $100 | |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DR | ST LOUIS | MO | 63112 | PC | GIFTS | $100 | |
| HEBREW UNION COLLEGE | |||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 45220 | PC | GIFTS | $100 | |
| HILLEL FOUNDATION MIZZOU | |||||||
| 1107 UNIVERSITY AVE | COLUMBIA | MO | 65201 | PC | GIFTS | $100 | |
| HOLOCAUST MUSEUM AND LEARNING | |||||||
| 12 MILSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | PC | GIFTS | $100 | |
| HUMANE SOCIETY OF MISSOURI | |||||||
| 1201 MACKLIND AVE | ST LOUIS | MO | 63110 | PC | GIFTS | $200 | |
| JEWISH COMMUNITY CENTER | |||||||
| 2 MILLSTON CAMPUS DRIVE | ST LOUIS | MO | 63146 | PC | GIFTS | $2,881 | |
| JEWISH FAMILY AND CHILDREN SERVICE | |||||||
| 10950 SCHUETZ RD | ST LOUIS | MO | 63146 | PC | GIFTS | $100 | |
| JEWISH FEDERATION | |||||||
| 12 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | PC | GIFTS | $5,000 | |
| JEWISH FOOD PANTRY | |||||||
| 10950 SCHUETZ RD | ST LOUIS | MO | 63146 | PC | GIFTS | $100 | |
| KEREN OR | |||||||
| 350 7TH AVE | NEW YORK | NY | 10001 | PC | GIFTS | $100 | |
| LOGOS HIGH SCHOOL | |||||||
| 9137 OLD BONHOMME RD | ST LOUIS | MO | 63132 | PC | GIFTS | $100 | |
| LUNG CANCER CONNECTIONS | |||||||
| 12015 MANCHESTER RD SUTIE 102 | ST LOUIS | MO | 63131 | PC | GIFTS | $309 | |
| MACULAR DEGENERATION | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | PC | GIFTS | $100 | |
| MASONIC HOME OF MISSOURI | |||||||
| 6033 MASONIC DR | COLUMBIA | MO | 65202 | PC | GIFTS | $100 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | PC | GIFTS | $100 | |
| MENTAL HEALTH ASSOCIATION | |||||||
| 1905 S GRAND BLVD | ST LOUIS | MO | 63104 | PC | GIFTS | $100 | |
| MIRIAM FOUNDATION | |||||||
| 501 BACON AVE | ST LOUIS | MO | 63119 | PC | GIFTS | $100 | |
| MISSOURI BOTANICAL GARDEN | |||||||
| 4344 SHAW BOULEVARD | ST LOUIS | MO | 63110 | PC | GIFTS | $125 | |
| MISSOURI HISTORICAL SOCIETY | |||||||
| PO BOX 775460 | ST LOUIS | MO | 63177 | PC | GIFTS | $100 | |
| NATIONAL JEWISH MEDICAL AND RESEARCH | |||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | PC | GIFTS | $100 | |
| NATIONAL MS SOCIETY | |||||||
| 1867 LACKLAND HILL | ST LOUIS | MO | 63146 | PC | GIFTS | $200 | |
| NATIONAL YIDDISH BOOK CENTER | |||||||
| 1021 WEST ST | AMHERST | MA | 01002 | PC | GIFTS | $120 | |
| OPERATION FOOD SEARCH | |||||||
| 6282 OLIVE BOULEVARD | ST LOUIS | MO | 63130 | PC | GIFTS | $100 | |
| SAUL MIROWITZ DAY SCHOOL | |||||||
| 348 S MASON ROAD | ST LOUIS | MO | 63141 | PC | GIFTS | $100 | |
| SCHOLARSHIP FOUNDATION OF ST LOUIS | |||||||
| 6825 CLAYTON AVE | ST LOUIS | MO | 63139 | PC | GIFTS | $200 | |
| ST JUDE'S CHILDREN HOSPITAL | |||||||
| 680 CRAIG RD | ST LOUIS | MO | 63141 | PC | GIFTS | $100 | |
| ST LOUIS AREA FOODBANK | |||||||
| 70 CORPORATE WOODS DR | BRIDGETON | MO | 63044 | PC | GIFTS | $100 | |
| ST LOUIS ART MUSEUM | |||||||
| 1 FINE ARTS DRIVE | ST LOUIS | MO | 63110 | PC | GIFTS | $200 | |
| ST LOUIS HILLEL | |||||||
| 6300 FORSYTH BLVD | ST LOUIS | MO | 63105 | PC | GIFTS | $100 | |
| ST LOUIS PEREGRINE SOCIETY | |||||||
| 2343 HAMPTON AVE | ST LOUIS | MO | 63139 | PC | GIFTS | $100 | |
| ST LOUIS RABBINICAL ASSOCIATION | |||||||
| 36 QUEENSBROOK PLACE | ST LOUIS | MO | 63132 | PC | GIFTS | $100 | |
| ST LOUIS SYMPHONY | |||||||
| 718 NORTH GRAND BOULEVARD | ST LOUIS | MO | 63103 | PC | GIFTS | $100 | |
| THE MUNY | |||||||
| 200 FOREST PARK | ST LOUIS | MO | 63112 | PC | GIFTS | $100 | |
| TIGER SCHOLARSHIP FUND | |||||||
| 1 CHAMPIONS DR | COLUMBIA | MO | 65211 | PC | GIFTS | $3,000 | |
| TWOTEN CHARITY TRUST | |||||||
| 1466 MAIN STREET | WALTHAM | MA | 02451 | PC | GIFTS | $100 | |
| UNION FOR REFORM JUDAISM | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | PC | GIFTS | $100 | |
| UNITED FARM WORKERS | |||||||
| 29700 WOODFORD-TEHACHAPI RD | KEENE | CA | 93531 | PC | GIFTS | $100 | |
| UNITED HEBREW CONGREGATION | |||||||
| 13788 CONWAY RD | ST LOUIS | MO | 63141 | PC | GIFTS | $17,400 | |
| UNITED STATES HOLOCAUST MUESUEM | |||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | PC | GIFTS | $100 | |
| UNITED WAY OF ST LOUIS | |||||||
| 910 NORTH 11TH STEET | ST LOUIS | MO | 63101 | PC | GIFTS | $500 | |
| UNIVERSITY OF MISSOURI | |||||||
| 1 CHAMPIONS DR | COLUMBIA | MO | 65211 | PC | GIFTS | $2,440 | |
| WOMEN'S AMERICAN ORT | |||||||
| 75 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | PC | GIFTS | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,275 | 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 | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,074 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,224 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,224 | 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 | $700 | Amt |
| Net Investment Income | $350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CAPITAL AGENCY CORP | $22,560 | $12,328 |
| DTE ENERGY COMPANY | $12,563 | $64,490 |
| ALERIAN MLP | $8,929 | $9,404 |
| VISA INC. | $15,682 | $26,303 |
| DT MIDSTREAM | $1,830 | $23,936 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EATON VANCE TAX MAN. EQUITY FUND | AT COST | $6,829 | $15,340 |
| NUVEEN CORE EQUITY FUND | AT COST | $37,375 | $46,497 |
| ALLIANCEBERNSTEIN GLOBAL HIGH INC. FUND | AT COST | $24,958 | $32,070 |
| EATON VANCE LTD DURATION INC FUND | AT COST | $19,715 | $15,460 |
| NUVEEN QUALITY PREF. INC. FUND | AT COST | $21,486 | $20,275 |
| WESTERN ASSET HIGH INC. FUND | AT COST | $48,222 | $22,730 |
| CALAMOS STRAT TOTAL RET. FUND | AT COST | $25,173 | $43,027 |
| STONE HBR EMERGING MKTS INCOME | AT COST | $22,825 | $8,494 |
| VOYA INFRUSTRUCTURE INDLS & MT | AT COST | $9,528 | $12,300 |
| BROOKFIELD REAL ASSETS INCOME | AT COST | $32,002 | $20,866 |
| JOHN HANCOCK HEDGED EQUITY AND INCOME FD | AT COST | $17,204 | $14,427 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $3,361 | BOYBookValueAmt |
| EOY Book Value | $3,348 | EOYBookValueAmt |
| EOYFMV | $3,348 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD UNREALIZED GAIN ADJUSTMENT | Desc |
| Amt | $5,372 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $2,980 | Amt |
| Net Investment Income | $2,980 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $410 | Amt |
| Net Investment Income | $410 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |