THE M ROSALIE FUSZ CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE M ROSALIE FUSZ CHARITABLE FOUNDATION (EIN 43-6936482)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-13
IRS object ID
202521039349100507
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-13T09:16:32-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431593769PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRENEMAN GOMEZ AND COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1102 CRAFTON DRAddressLine1Txt
CityO FALLONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63366ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436936482EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE M ROSALIE FUSZ CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMROSBusinessNameControlTxt
Phone3143247671PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19005 GREENRIDGE DRIVEAddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRGINIA D KLEINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3143247671PhoneNum
Signature2025-03-19SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn P BrenemanPreparerPersonNm
PTINP00486871PTIN
Phone6369780234PhoneNum
Preparation2025-04-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$16InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$5,546DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$48,566CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$5,562TotalRevAndExpnssAmt
Total Net Invst Incm$48,566TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$30,200CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$5,107LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$525AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$11OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$35,843TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$144,161ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,693TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$144,161TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,131ExcessRevenueOverExpensesAmt
Net Investment Income$48,566NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,430SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$0SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$0SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$89,370CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$106,800TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$106,800CapitalStockBOYAmt
Tot Net Ast Or Fund Balances BOY$106,800TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$106,800TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50SH ECOLAB INCP2011-03-092024-12-03$12,251$0$2,419$9,832$0$0$0$9,832
100SH FASTENAL COP2011-10-182024-12-03$8,166$0$1,721$6,445$0$0$0$6,445
40SH VISAP2015-04-212024-11-15$12,285$0$2,650$9,635$0$0$0$9,635
50SH APPLEP2007-07-262024-11-15$11,147$0$254$10,893$0$0$0$10,893
60SH JOHNSON & JOHNSONP2007-01-092024-12-03$9,123$0$4,011$5,112$0$0$0$5,112
100SH PRICE T ROWE GRPP2008-07-222024-12-03$12,165$0$5,516$6,649$0$0$0$6,649
FieldValueIRS element (for citing)
Capital Gain Net Income$48,566CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$675InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$675SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$675TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$36EsPenaltyAmt
Tax Due$711TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STIFEL NICOLAUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8004880970PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18182 MARYLAND AVE STE 1000AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631053786ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonVIRGINIA D KLEINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19005 GREENRIDGE DRAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63117ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos15.00AverageHrsPerWkDevotedToPosRt
Compensation$30,200CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$399,340AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$404,340TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$404,340AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,065CashDeemedCharitableAmt
Net Vl Noncharitable Assets$398,275NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,914MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,914MinimumInvestmentReturnAmt
Tax Based On Investment Income$675TaxBasedOnInvestmentIncomeAmt
Total Tax$675TotalTaxAmt
Distributable Before Adj$19,239DistributableBeforeAdjAmt
Distributable Before Ded$19,239DistributableBeforeDedAmt
Distributable As Adjusted$19,239DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$144,161ExpensesAndContributionsAmt
Qualifying Distributions$144,161QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,239DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$55,369ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,004ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$51,156ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$74,129ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$39,053ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$249,711TotalExcessDistributionCyovAmt
Qualifying Distributions$144,161QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,239AppliedToCurrentYearAmt
Remaining Distri From Corpus$124,922RemainingDistriFromCorpusAmt
Total Corpus$374,633TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$55,369ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$319,264ExcessDistriCyovToNextYrAmt
Excess From Year4$30,004ExcessFromYear4Amt
Excess From Year3$51,156ExcessFromYear3Amt
Excess From Year2$74,129ExcessFromYear2Amt
Excess From Year1$39,053ExcessFromYear1Amt
Excess From Current Year$124,922ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PARTNERS IN SUSTAINABLE DEVELOPMENT
600 WEST BLVDCOLUMBIAMO65203501(c)(3)FIGHT EXTREMEPOVERTY$13,000
AFRICAN MISSION HEALTHCARE
PO BOX 8598PUEBLOCO810088598501(c)(3)PROVIDE MEDICAL CARE$10,000
KENRICK-GLENNON SEMINARY
5200 GLENNON DRIVEST LOUISMO63119501(c)(3)PREPARE MEN FORCATHOLIC MINISTRY$5,850
THE IMMACOLATA CATHOLIC CHURCH
8900 CLAYTON ROADST LOUISMO63117501(c)(3)SUPPORT THECATHOLIC FAITH$3,000
MOTHER OF GOOD COUNSEL HOME
6825 NATURAL BRIDGE RDST LOUISMO63121501(c)(3)RELIGIOUS SUPPORT$3,000
COALITION FOR LIFE ST LOUIS
11780 BORMAN DR SUITE 128ST LOUISMO63146501(c)(3)PRO LIFE$10,000
MISSIONARIES OF CHARITY
3629 COTTAGE AVEST LOUISMO63113501(c)(3)RELIGIOUS SUPPORT$3,000
ANNUNCIATION HOUSE
PO BOX 11189EL PASOTX79995501(c)(3)HELP HOMELESS,IMMIGRANTS AND REFUGEES$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,546ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$48,566ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$54,128ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,128TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBRENEMAN GOMEZ TAX PREPARATIONCategoryTxt
Amt$525Amt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryHUSCH BLACKWELL ATTORNEYCategoryTxt
Legal Fees$5,107LegalFeesAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
FEDERAL TAX$923
BOOK VALUE OF STOCK TRANSFERED AT TERMINATION$72,798
CASH TRANSFERED AT TERMINATION$513

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$11RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescREALIZED GAINSDesc
Amt$48,565Amt

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