HOLEKAMP FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOLEKAMP FOUNDATION (EIN 43-6800541)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202411369349102371
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T10:10:52-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261427459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGOS FAMILY OFFICELLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 NLINDBERGH BLVD STE 300 | AddressLine1Txt |
| City | STLOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436800541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOLEKAMP FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM F HOLEKAMP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLE | BusinessNameControlTxt |
| Phone | 3144325457 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 N LINDBERGH BLVD 300 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F HOLEKAMP | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3144325457 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | HOLEKAMP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON ELLISON | PreparerPersonNm |
| PTIN | P01067559 | PTIN |
| Phone | 3148989900 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $718,701 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,254 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,353 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $755,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,353 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $127,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,607 | 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 |
| Other Prof Fees Rev And Expnss | $5,722 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,095 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $361 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,456 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,813 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,456 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,794 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,151 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,802 | CashBOYAmt |
| Cash EOY | $30,658 | CashEOYAmt |
| Cash EOYFMV | $30,658 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,468 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $688,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $688,043 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $647,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $688,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $718,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $718,701 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $688,961 | CapitalStockBOYAmt |
| Capital Stock EOY | $718,701 | 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 | $688,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $718,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $688,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $718,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $688,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,794 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $718,755 | SubtotalAmt |
| Other Decreases | $54 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $718,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2020-12-03 | AcquiredDt |
| Sold | 2023-10-04 | SoldDt |
| Gross Sales Price | $755,044 | GrossSalesPriceAmt |
| Cost Or Other Basis | $647,691 | CostOrOtherBasisAmt |
| Gain Or Loss | $107,353 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $107,353 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,353 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | 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 | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $236 | OverpaymentAmt |
| Applied To ES Tax | $236 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGOS FAMILY OFFICE LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3148989900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 N LINDBERGH BLVD SUITE 300 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F HOLEKAMP | ||||||||
| 6767 N OCEAN BLVD 1 | OCEAN RIDGE | FL | 33435 | PRINCIPAL MANAGER | 1.00 | $0 | $0 | $0 |
| KERRY L HOLEKAMP | ||||||||
| 6767 N OCEAN BLVD 1 | OCEAN RIDGE | FL | 33435 | PRINCIPAL MANAGER | 1.00 | $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 | $590,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $204,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $794,166 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $794,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $782,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,113 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,113 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,753 | TotalTaxAmt |
| Distributable Before Adj | $37,360 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,360 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,360 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,730 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $89,730 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,360 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,752 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,896 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,699 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,853 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,721 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,730 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,360 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,370 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $139,291 | 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 | $11,752 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $127,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,896 | ExcessFromYear4Amt |
| Excess From Year3 | $6,699 | ExcessFromYear3Amt |
| Excess From Year2 | $3,853 | ExcessFromYear2Amt |
| Excess From Year1 | $19,721 | ExcessFromYear1Amt |
| Excess From Current Year | $52,370 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM F HOLEKAMP | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 3RD CHURCH OF CHRIST THE SCIENTIST | ||||||
| 3575 RANCH RD 620 S | AUSTIN | TX | 78738 | PC | FUNDING/SUPPORT MINISTRY NEEDS | $1,000 |
| ARTISPHERE | ||||||
| 101 AUGUSTA ST B | GREENSVILLE | SC | 29601 | PC | ART FESTIVAL IN GREENSVILLE, SC. | $1,500 |
| CAMPING & EDUCATION FOUNDATION (CAMP KOOCH-I-CHING) | ||||||
| 3515 MICHIGAN AVENUE | CHICINNATI | OH | 45208 | PC | SUPPORT CAMPING & EDUCATIONAL FOUNDATION ANNUAL FUND FOR CHILDREN'S SUMMER CAMPS | $1,000 |
| CHILDREN'S WORKSHOP MONTESSORI | ||||||
| 2190 WAYZATA BLVD | LONG LAKE | MN | 55356 | PC | FUNDING TO SUPPORT CHILDREN'S EDUCATION AND ACTIVITIES, SCHOOL OVERHEAD, EXPENSES | $2,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | ||||||
| 245 CAVALIER DRIVE | GREENVILLE | SC | 26907 | PC | PROVIDE SUPPORT FOR ACADEMIC PROGRAMS, FINANCIAL ASSISTANCE, FACULTY PROFESSIONAL DEVELOPMENT, ARTS, ATHLETICS, AND MORE THAT TUITION DOES NOT COVER. | $5,650 |
| CHRISTAN SCIENCE ASSOCIATION OF JANET K VINCENT | ||||||
| 300 LISA DRIVE | AUSTIN | TX | 78733 | PC | FUNDING/SUPPORT MINISTRY NEEDS | $1,000 |
| CITY ACADEMY | ||||||
| 4175 N KINGSHIGHWAY BLVD | ST LOUIS | MO | 63115 | PC | FUNDING FOR EDUCATIONAL SCHOLARSHIPS AND FACILITY DEVELOPMENT | $1,000 |
| COMMUNITY SCHOOL | ||||||
| 900 LAY ROAD | ST LOUIS | MO | 63124 | PC | FUNDING FOR EDUCATIONAL SCHOLARSHIPS AND CURRICULAR ENHANCEMENTS | $10,000 |
| FAMILY FORWARD | ||||||
| 167 CORPORATE LAKE DR | ST LOUIS | MO | 63132 | PC | FUNDING TO SUPPORT PROGRAMS ENRICHING AT-RISK CHILDREN | $27,080 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 200 WEST WASHINGTON | GREENVILLE | SC | 29601 | PC | FUNDING/SUPPORT MINISTRY NEEDS | $3,000 |
| GREENVILLE ZOO FOUNDATION | ||||||
| 150 CLEVELAND PARK DR | GREENVILLE | SC | 29601 | PC | FUNDING FOR ZOO EXPENSES, ANIMAL CARE, EDUCATION PROGRAMS, AND CONSERVATION EFFORTS | $500 |
| HEALTHNETWORK FOUNDATION | ||||||
| 3550 LANDER RD SUITE 225 | CLEVELAND | OH | 44124 | PC | CONNECT BUSINESS LEADERS WITH HOSPITALS TO PROVIDE WORLD-CLASS CARE AND INCREASE RESEARCH FUNDING. | $5,000 |
| LITTLE BIT FOUNDATION | ||||||
| 516 HANLEY INDUSTRIAL COURT | ST LOUIS | MO | 63144 | PC | FUNDING TO SUPPORT YOUTH EDUCATIONAL PROGRAMS AND SERVICES FOR IMPOVERISHED CHILDREN | $2,500 |
| MD ANDERSON CANCER CENTER | ||||||
| PO BOX 301439 - UNIT 705 | HOUSTON | TX | 77230 | PC | PHILANTHROPY DONATION TO SUPPORT THE MD ANDERSON CANCER CENTER RESEARCH AND CARE | $5,000 |
| PEACE CENTER | ||||||
| 101 WEST BROAD STREET | GREENVILLE | SC | 29601 | PC | FUNDING FOR ARTISTIC, CULTURAL, AND EDUCATIONAL PROGRAMMING | $1,000 |
| SHOW-ME INSTITUTE | ||||||
| 4512 WEST PINE BLVD | ST LOUIS | MO | 63108 | PC | FUNDING TO PROMOTE AND ENFORCE MISSOURI PUBLIC POLICY | $2,500 |
| ST LOUIS PRIORY SCHOOL | ||||||
| 500 SOUTH MASON RD | ST LOUIS | MO | 63141 | PC | FUNDING TO SUPPORT PROGRAMS OF THE SCHOOL AND FOR TUITION ASSISTANCE | $10,000 |
| STRAY RESCUE OF ST LOUIS | ||||||
| 2320 PINE STREET | ST LOUIS | MO | 63103 | PC | FUNDING TO SUPPORT ANIMAL SHELTER EXPENSES FOR OVERHEAD AND ANIMAL CARE | $1,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | PC | FUNDING FOR ANNUAL GIVING TO SUPPORT CURRENT STUDENT ACADEMIC PROGRAMS | $4,000 |
| WASHINGTON AND LEE UNIVERSITY | ||||||
| DEVELOPMENT BUILDING | LEXINGTON | VA | 24450 | PC | FUNDING THE ENDOWMENT FOR ENTREPRENEURSHIP FACILITIES AND ANNUAL UNDERGRADUATE FUND | $2,500 |
| WASHINGTON UNIVERSITY | ||||||
| 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | PC | FUNDING FOR THE JOHN M. OLIN SCHOOL OF BUSINESS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,730 | 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 | $20,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,353 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,607 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS NOT RECOGNIZED FOR TAX PURPOSES | Desc |
| Amt | $54 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $5,694 | $1,095 | $0 |
| WIRE FEES | $28 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $361 | $361 | $0 |
| EXCISE TAX | $2,000 | $0 | $0 |
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