SHANAHAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHANAHAN FAMILY FOUNDATION (EIN 43-6911537)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-04
- IRS object ID
- 202520949349100512
- Schema version
- 2024v5.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-04T12:00:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200343229 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN M HILLHOUSE CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 S WOODSMILL RD SUITE 325 | AddressLine1Txt |
| City | CHESTERFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436911537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANAHAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 3143360560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 S WOODSMILL ROAD 325 | AddressLine1Txt |
| City | CHESTERFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ANN SHANAHAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3143360560 | PhoneNum |
| Signature | 2025-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00389158 | PTIN |
| Phone | 3143360560 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $8,860,485 | 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 |
| Dividends Rev And Expnss | $150,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,583 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $150,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,583 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,133 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $735 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$1,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $405,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $405,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$261,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,848 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $366,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $354,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $354,482 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,300,310 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,720,401 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,570,891 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,487,128 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,780,574 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,980,599 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,018,873 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,167,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,905,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,860,485 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,167,617 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,905,972 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,167,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,905,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,167,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,905,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,167,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$261,645 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,905,972 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,905,972 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,083 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,083 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $117 | EsPenaltyAmt |
| Overpayment | $2,800 | OverpaymentAmt |
| Applied To ES Tax | $2,800 | 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 | JOHN M HILLHOUSE | IndividualWithBooksNm |
| Phone | 3143360560 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 S WOODSMILL RD SUITE 325 | AddressLine1Txt |
| City | CHESTERFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63017 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARY ANN SHANAHAN | ||||||||
| 424 S WOODMSILL RD SUITE 325 | ST LOUIS MO | MO | 63017 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MEGAN MATTERN | ||||||||
| 424 S WOODMSILL RD SUITE 325 | ST LOUIS MO | MO | 63017 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MICHAEL F SHANAHAN JR | ||||||||
| 424 S WOODMSILL RD SUITE 325 | ST LOUIS MO | MO | 63017 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MAUREEN TWARDOWSKI | ||||||||
| 424 S WOODMSILL RD SUITE 325 | ST LOUIS MO | MO | 63017 | TRUSTEE | 0.25 | $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 | $8,590,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,590,663 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,590,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,461,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $423,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $423,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,083 | TotalTaxAmt |
| Distributable Before Adj | $421,007 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $421,007 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $421,007 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $405,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $421,007 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $33,623 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,713 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,512 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $119,848 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $405,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,507 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,507 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $104,341 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $18,116 | ExcessFromYear3Amt |
| Excess From Year2 | $30,713 | ExcessFromYear2Amt |
| Excess From Year1 | $55,512 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY ANN SHANAHAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGELS ARMS | |||||||
| 12819 TESSON FERRY | ST LOUIS | MO | 63128 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| ANNIES HOPE | |||||||
| 1333 W LOCKWOOD | KIRKWOOD | MO | 63122 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| BACKSTOPPERS | |||||||
| 10411 CLAYTON RD 203 | ST LOUIS | MO | 63124 | NONE | PUBLIC CHARITY | GENEERAL PURPOSES | $20,000 |
| BARNES JEWISH HOSPITAL FOUNDATION | |||||||
| 1001 HIGHLANDS PLZ DR WEST 140 | ST LOUIS | MO | 631101337 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| CARDINAL GLENNON CHILDRENS FOUNDATION | |||||||
| 3800 PARK AVE | ST LOUIS | MO | 63110 | NONE | PUBLIC CHARITY | GENEARL PURPOSES | $50,000 |
| CHAMINADE SCHOOL | |||||||
| 425 S LINDBERGH | ST LOUIS | MO | 63131 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $12,000 |
| COVENANT HOUSE | |||||||
| 2727 N KINGSHIGHWAY | ST LOUIS | MO | 63113 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 |
| CRISIS NURSERY | |||||||
| 11710 ADMINISTRATIVE DR18 | ST LOUIS | MO | 63146 | NONE | PUBLIC CHARITY | GENERAL PURPOSESGGENERAL PURPOSESGENERAL PURPOSES | $2,000 |
| DESMET JESUIT HIGH SCHOOL | |||||||
| 233 N NEW BALLAS RD | ST LOUIS | MO | 63141 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| FAMILY FORWARD | |||||||
| 302 N DUNTON AVE | ARLINGTON HEIGHTS | IL | 60004 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,500 |
| FATHER DEMPSEYS CHARITIES | |||||||
| 3427 WASHINGTON ST | ST LOUIS | MO | 63103 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| FOSTER AND ADOPTIVE CARE COALITION | |||||||
| 1750 S BRENTWOOD 219 | ST LOUIS | MO | 63144 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| FRANCISCAN WORKS | |||||||
| PO BOX 56007 | CHICAGO | IL | 60656 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| FRIENDS OF KIDS WITH CANCER | |||||||
| 16 SUNNEN DR | ST LOUIS | MO | 63113 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $3,000 |
| GUARDIAN ANGEL SETTLEMENT ASSOCIATIO | |||||||
| 1127 N VANDEVENTER | ST LOUIS | MO | 63113 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| HUMANE SOCIETY OF MISSOURI | |||||||
| 1201 MACKLIND | ST LOUIS | MO | 63110 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| IMMACULOTA CHURCH | |||||||
| 15036 CLAYTON RD | ST LOUIS | MO | 63124 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 |
| KEEN ST LOUIS | |||||||
| 8820 LADUE | ST LOUIS | MO | 63124 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| LAFAYETTE INDUSTRIES | |||||||
| 179 GAYWOOD DR | MANCHESTER | MO | 63021 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $6,000 |
| MARINES TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $7,000 |
| MARY GROVE | |||||||
| 2705 MULLANPHY RD | FLORRISANT | MO | 63031 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| MISSOURI BAPTIST MEDICAL CENTER | |||||||
| 3015 N BALLAS RD | ST LOUIS | MO | 63131 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,500 |
| NURSES FOR NEWBORNS | |||||||
| 7259 LANDSDOWNE | ST LOUIS | MO | 63119 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| PILLAR CHURCH | |||||||
| 401 S LINDBERGH | ST LOUIS | MO | 63131 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| PROMISE CHRISTIAN ACADEMY | |||||||
| MARYVILLE CENTER DR 227 | CHESTERFIELD | MO | 63017 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $17,000 |
| SALVATION ARMY | |||||||
| 1130 HAMPTON 3147 | ST LOUIS | MO | 63139 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 4400 CLAYTON RD | ST LOUIS | MO | 63110 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| ST GENEVIEVE DU BOIS CHURCH | |||||||
| 1575 N WOODLAWN | ST LOUIS | MO | 63122 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $16,000 |
| ST JOESEPH'S ACADEMY | |||||||
| 2307 S LINDBERGH | ST LOUIS | MO | 63131 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| ST JOHN VIANEY | |||||||
| 1245 CLARK ST | JANESVILLE | WI | 53545 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 |
| ST JUDE CHILDRENS RESEARCH | |||||||
| 22 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| ST LOUIS ARC | |||||||
| 1177 N WARSON RD | ST LOUIS | MO | 63132 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| ST LOUIS CHILDRENS HOSPITAL | |||||||
| BARNES JEWISH PLAZA | ST LOUIS | MO | 63110 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| ST LOUIS VARIETY CLUB | |||||||
| 11840 WESTLINE INDUST DR | ST LOUIS | MO | 63146 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| SUNNY HILL | |||||||
| 14 SOCCER PARK | FENTON | MO | 63026 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| TEXAS CHRISTIAN UNIVERISTY | |||||||
| PO BOX 298240 | FT WORTH | TX | 76129 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 |
| THE ABILITY EXPERIENCE JOURNEY OF HOPE | |||||||
| 3701 ARCO CORPORATE DRIVE | CHARLOTTE | NC | 28273 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| THE HERO NETWORK | |||||||
| 5963 ROYAL COUNTRY DR | OAKVILLE | MO | 63129 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $6,000 |
| VILLA DUCHENSNE SCHOOL | |||||||
| 801 SPOEDE ROAD | ST LOUIS | MO | 63131 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| LIGHTNING FOUNDATION | |||||||
| 401 CHANNELSIDE DR | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| ST MARY MAGEALEN CHURCH | |||||||
| 2618 S BRENTWOOD | ST LOUIS | MO | 63144 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| SPECIAL EDUCATION FOUNDATION | |||||||
| 11938 WESTLINE INDUSTRIAL DR | ST LOUIS | MO | 63146 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,500 |
| TUNNEL TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $405,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,583 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,583 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,583 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $1,980,599 | EOYBookValueAmt |
| EOYFMV | $2,018,873 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES GROWTH | $213,495 | $1,789,039 |
| ISHARES VALUE | $555,731 | $1,359,780 |
| ISHARES MSCI EAFE | $226,242 | $228,267 |
| VG INDEX 500 | $1,025,020 | $2,508,161 |
| SMALL CAP GWTH | $75,000 | $85,647 |
| SMALL CAP VALUE | $75,000 | $84,014 |
| VANGUARD DIVIDEND | $100,087 | $111,818 |
| VANGUARD ALL WORLD | $100,194 | $103,050 |
| VANGUARD S&P VALUE | $200,122 | $217,352 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST BASIS IN PALM TREE LP | Desc |
| Revenue And Expenses Per Books | -$1,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | CategoryCategoryTxt |
|---|---|---|---|
| $0 | $0 | $0 | |
| $95 | $0 | $0 | INVESTMENT EXPENSES |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $735 | $735 | $0 |
| EXCISE TAXES | $4,398 | $0 | $0 |
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