WEBSTER-MACLEAN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WEBSTER-MACLEAN FOUNDATION (EIN 81-3757147)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-07
IRS object ID
202431289349104353
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

FieldValueIRS element (for citing)
Return2024-05-07T15:19:02-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431215065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABELES AND HOFFMAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19666 OLIVE BLVD SUITE 625AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63132ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813757147EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEBSTER-MACLEAN FOUNDATION AGENCYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWEBSBusinessNameControlTxt
Phone6365323746PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115125 CONWAY ROADAddressLine1Txt
CityCHESTERFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYNNE JOHNSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6365323746PhoneNum
Signature2024-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLYNNEPersonFirstNm
Person LastJOHNSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN D REPPY CPAPreparerPersonNm
PTINP00856338PTIN
Phone3149914770PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$909,922FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$114,714ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$722InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$722InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,148DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,148DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,849NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$178,585GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,492OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$135,227TotalRevAndExpnssAmt
Total Net Invst Incm$25,875TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,898AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$490AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$542TaxesRevAndExpnssAmt
Taxes Net Invst Incm$542TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,704OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,704OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,144TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,246TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$490TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,144TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,246TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$42,490TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$83,083ExcessRevenueOverExpensesAmt
Net Investment Income$20,629NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$40,094CashBOYAmt
Cash EOY$127,155CashEOYAmt
Cash EOYFMV$127,155CashEOYFMVAmt
Acct Rcvbl$752AcctRcvblAmt
Acct Rcvbl BOY$171AcctRcvblBOYAmt
Acct Rcvbl EOY$752AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$752AcctRcvblEOYFMVAmt
Corporate Stock BOY$413,515CorporateStockBOYAmt
Corporate Stock EOY$399,532CorporateStockEOYAmt
Corporate Stock EOYFMV$539,443CorporateStockEOYFMVAmt
Corporate Bonds BOY$251,954CorporateBondsBOYAmt
Corporate Bonds EOY$263,218CorporateBondsEOYAmt
Corporate Bonds EOYFMV$242,572CorporateBondsEOYFMVAmt
Total Assets BOY$705,734TotalAssetsBOYAmt
Total Assets EOY$790,657TotalAssetsEOYAmt
Total Assets EOYFMV$909,922TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$705,734RetainedEarningBOYAmt
Retained Earning EOY$790,657RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$705,734TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$790,657TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$705,734TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$790,657TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$705,734TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$83,083ExcessRevenueOverExpensesAmt
Other Increases$1,840OtherIncreasesAmt
Subtotal$790,657SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$790,657TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD FTSE EMERGING MARKETS ETF2023-02-142023-10-05$4,796$5,167-$371-$371
ISHARES RUSSELL 1000 GROWTH ETF2018-06-282023-02-14$23,834$14,262$9,572$9,572
ISHARES INTERNATIONAL SELECT DIV ETF2020-01-012023-02-14$60,353$61,494-$1,141-$1,141
ISHARES TRUST ISHARES PREF AND INC SEC ETF2021-10-192023-08-07$7,695$9,770-$2,075-$2,075
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF2020-01-012023-02-14$19,615$20,031-$416-$416
VANGUARD BD INDEX FD INC INTER MED TERM2020-10-072023-02-13$19,630$24,188-$4,558-$4,558
VANGUARD BD INDEX FD INC INTER MED TERM2020-01-012023-08-07$40,159$48,479-$8,320-$8,320
VANGUARD BD INDEX FD INC INTER MED TERM2019-11-082023-10-05$2,503$3,043-$540-$540
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,849CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$287InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$287SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$287TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,345EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,345TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,058OverpaymentAmt
Applied To ES Tax$3,058AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLYNNE JOHNSONIndividualWithBooksNm
Phone6365323746PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115125 CONWAY RDAddressLine1Txt
CityCHESTERFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LYNNE JOHNSON
15125 CONWAY ROADCHESTERFIELDMO63017DIRECTOR0.00$0$0$0
CATHERINE JOHNSON STAHR
2217 CLEEK CTST LOUISMO63131DIRECTOR0.00$0$0$0
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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$711,436AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$63,330AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$774,766TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$774,766AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,621CashDeemedCharitableAmt
Net Vl Noncharitable Assets$763,145NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,157MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,157MinimumInvestmentReturnAmt
Tax Based On Investment Income$287TaxBasedOnInvestmentIncomeAmt
Total Tax$287TotalTaxAmt
Distributable Before Adj$37,870DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,870DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,870DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,490ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,490QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,870DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$465ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$465TotalExcessDistributionCyovAmt
Qualifying Distributions$42,490QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,870AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,620RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,085TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,085ExcessDistriCyovToNextYrAmt
Excess From Year3$465ExcessFromYear3Amt
Excess From Current Year$4,620ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
RONALD MCDONALD HOUSE CHARITIES OF ST LOUIS
3450 PARK AVENUEST LOUISMO63104N/APUBLIC CHARITYPROVIDE HOUSING FOR FAMILIES OF SERIOUSLY ILL CHILDREN$5,500
SALVATION ARMY
PO BOX 21787ST LOUISMO63109N/APUBLIC CHARITYHELPING PEOPLE FACING HUNGER, HOMELESSNESS AND ABUSE$22,000
ST LOUIS CHILDREN'S HOSPITAL FOUNDATION
ONE CHILDRENS PLACEST LOUISMO63110N/APUBLIC CHARITYPROVIDE PEDIATRIC CARE$6,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105N/APUBLIC CHARITYHELP CHILDREN WITH CANCER$4,000
THE SEEING EYE
PO BOX 375MORRISTOWNNJ07963N/APUBLIC CHARITYTRAIN DOGS TO GUIDE BLIND PEOPLE$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$722ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,148ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$2,492ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,849ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,513ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,513TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SCOTT AND LYNNE JOHNSON CHARITABLE LEAD TRUST DATED 61616
1P O BOX 0634MILWAUKEEWI53201$111,389Yes (X)
LYNNE JOHNSON
215125 CONWAY RDCHESTERFIELDMO63017$3,325Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,898Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$490DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS IN FIXED INCOME SECURITIESBondNm
EOY Book Value$263,218EOYBookValueAmt
EOYFMV$242,572EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS IN EQUITY SECURITIESStockNm
EOY Book Value$399,532EOYBookValueAmt
EOYFMV$539,443EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Revenue And Expenses Per Books$4,704RevenueAndExpensesPerBooksAmt
Net Investment Income$4,704NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX DECREASE 2019$1,105$0
EXCISE TAX DECREASE 2020$1,382$0
REBATE OF SHAREHOLDER SERVICE FEES$5$5

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK GAIN > TAX GAIN ON INVESTMENT SALESDesc
Amt$1,840Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
SCOTT AND LYNNE JOHNSON
15125 CONWAY ROADCHESTERFIELDMO63017
SCOTT AND LYNNE JOHNSON CHARITABLE LEAD TRUST DATED 6162016
PO BOX 0634MILWAUKEEWI53201

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$542Amt
Net Investment Income$542NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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