CHOD FAM FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHOD FAM FOUNDATION TR (EIN 43-6475433)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349103923
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T15:25:44-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431552002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPATA FLEGEL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MASON RIDGE CENTER DR STE 100 | AddressLine1Txt |
| City | ST LOUIS | 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 | 436475433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHOD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREENSFELDER HEMKER & GALE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHOD | BusinessNameControlTxt |
| Phone | 3145148881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S BROADWAY STE 2000 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD CHOD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3145148881 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | CHOD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY G LEWIS | PreparerPersonNm |
| PTIN | P00966654 | PTIN |
| Phone | 3145148881 | PhoneNum |
| Preparation | 2024-04-30 | 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 | $20,862,349 | 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 | $61,420 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61,420 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $463,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $463,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,214,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $593,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $593,282 | 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 |
| Legal Fees Rev And Expnss | $28,604 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,302 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,302 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,385 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,385 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,670 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,016 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,016 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,704 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,687 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $783,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $783,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $834,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $800,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$241,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $563,909 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $272,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,530 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $981,742 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $489,903 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $499,850 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,198,556 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,635,027 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,829,409 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $449,895 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $449,895 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $446,560 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,902,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,661,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,862,349 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,902,677 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,661,355 | 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 | $9,902,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,661,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,902,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,661,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,902,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$241,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,661,355 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,661,355 | 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 |
| Gross Sales Price | $2,214,308 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,146,302 | CostOrOtherBasisAmt |
| Gain Or Loss | $68,006 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $68,006 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,006 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,838 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,838 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | 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 | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,838 | 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 | LOPATA FLEGEL COMPANY LLP | IndividualWithBooksNm |
| Phone | 3145148881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MASON RIDGE CENTER DR | 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD A CHOD | ||||||||
| 10 S BROADWAY STE 2000 | ST LOUIS | MO | 63102 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHERYL ABRAMS | ||||||||
| 10 S BROADWAY STE 2000 | ST LOUIS | MO | 63102 | OFFICER | 2.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,374,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,531,788 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,531,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $292,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,238,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $961,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $961,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,838 | TotalTaxAmt |
| Distributable Before Adj | $954,103 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $954,103 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $954,103 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $800,587 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $800,587 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $954,103 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $404,286 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $800,587 | QualifyingDistributionsAmt |
| Applied To Year1 | $404,286 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $396,301 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $557,802 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 10195 CORPORATE SQUARE | ST LOUIS | MO | 63132 | NONE | EOF | GENERAL SUPPORT | $15,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVE 10TH FL | NEW YORK | NY | 10017 | NONE | EOF | GENERAL SUPPORT | $1,800 | |
| CONGREGATION TEMPLE ISRAEL | ||||||||
| 1 RABBI ALVAN D RUBIN DRIVE | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $10,000 | |
| DONALD DANFORTH PLANT SCIENCE CENTER | ||||||||
| 975 NORTH WARSON ROAD | ST LOUIS | MO | 63132 | NONE | EOF | GENERAL SUPPORT | $2,500 | |
| FOREST PARK FOREVER | ||||||||
| 5595 GRAND DR | ST LOUIS | MO | 63112 | NONE | EOF | GENERAL SUPPORT | $2,500 | |
| GATEWAY TO HOPE | ||||||||
| 3114 SUTTON BLVD | ST LOUIS | MO | 63143 | NONE | EOF | GENERAL SUPPORT | $75,000 | |
| HUMANE SOCIETY | ||||||||
| 1201 MACKLIND AVENUE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $500 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 2 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $11,500 | |
| JEWISH FAMILY & CHILDRENS SERVICES | ||||||||
| 10950 SCHUETZ ROAD | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $1,800 | |
| JEWISH FEDERATION OF ST LOUIS | ||||||||
| 12 MILLSTONE CAMPUS DR | ST LOUIS | MO | 631465776 | NONE | EOF | GENERAL SUPPORT | $175,000 | |
| LIFT FOR LIFE ACADEMY | ||||||||
| 1731 SOUTH BROADWAY | ST LOUIS | MO | 63104 | NONE | EOF | GENERAL SUPPORT | $10,000 | |
| MISSOURI BOTANICAL GARDEN | ||||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $2,500 | |
| MISSOURI HISTORY MUSEUM | ||||||||
| 5700 LINDELL BOULEVARD | ST LOUIS | MO | 63112 | NONE | EOF | GENERAL SUPPORT | $2,500 | |
| OPEN DOOR ANIMAL SANCTUARY | ||||||||
| 6065 DUDA RD | HOUSE SPRINGS | MO | 63051 | NONE | EOF | GENERAL SUPPORT | $1,000 | |
| PONY BIRD | ||||||||
| 1615 VINE SCHOOL RD | HERCULANEUM | MO | 63048 | NONE | EOF | GENERAL SUPPORT | $1,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 3450 PARK AVE | ST LOUIS | MO | 63104 | NONE | EOF | GENERAL SUPPORT | $2,500 | |
| SAUL MIROWITZ JEWISH COMMUNITY SCHOOL | ||||||||
| 348 SOUTH MASON ROAD | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $335,000 | |
| ST LOUIS ART MUSEUM | ||||||||
| ONE FINE ARTS DRIVE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $1,500 | |
| ST LOUIS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 1001 HIGHLANDS PLAZA DRIVE WEST STE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $30,000 | 160 |
| ST LOUIS HOLOCAUST MUSEUM | ||||||||
| 12 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $50,000 | |
| ST LOUIS MENS GROUP AGAINST CANCER | ||||||||
| 12951 OLIVE BLVD | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $15,000 | |
| ST LOUIS POLICE FOUNDATION | ||||||||
| 9761 CLAYTON ROAD | ST LOUIS | MO | 63124 | NONE | EOF | GENERAL SUPPORT | $25,000 | |
| ST LOUIS SCIENCE CENTER | ||||||||
| 5050 OAKLAND AVENUE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $1,000 | |
| ST LOUIS ZOO ASSOCIATION | ||||||||
| ONE GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $3,000 | |
| STL JEWISH LIGHT | ||||||||
| 6 MILLSTONE CAMPUS DRIVE STE 3010 | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $1,800 | |
| STRAY RESCUE OF ST LOUIS | ||||||||
| 2320 PINE ST | ST LOUIS | MO | 63103 | NONE | EOF | GENERAL SUPPORT | $1,000 | |
| TENDER HEART HAVEN | ||||||||
| 119 E LOS ANGELES AVE | SIMI VALLEY | CA | 93065 | NONE | EOF | GENERAL SUPPORT | $2,000 | |
| THE MUNY | ||||||||
| 1 THEATRE DRIVE | ST LOUIS | MO | 63112 | NONE | EOF | GENERAL SUPPORT | $2,500 | |
| THE USO | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | EOF | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $783,900 | 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 | $61,420 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $463,856 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $593,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $593,282 | 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 PREPARATION FEE | CategoryTxt |
| Amt | $4,770 | Amt |
| Net Investment Income | $2,385 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,385 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (91 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 2,000 SH | $44,822 | $220,140 |
| ABBVIE - 2,000 SH | $48,606 | $309,940 |
| ALTRIA GROUP, INC. - 4,000 SH | $222,440 | $161,360 |
| AMEREN - 13,006 SH | $512,135 | $940,854 |
| BANK OF AMERICA CORP - 4,000 SH | $65,520 | $134,680 |
| CHEVRON - 4,500 SH | $499,892 | $671,220 |
| COMMERCE BANCSHARES - 45,194 SH | $210,949 | $2,413,811 |
| CONOCOPHILLIPS - 3,000 SH | $157,915 | $348,210 |
| ELI LILLY - 8,000 SH | $570,200 | $4,663,360 |
| INTEL CORP - 33,000 SH | $742,583 | $1,658,250 |
| JOHNSON & JOHNSON - 2,838 SH | $284,538 | $444,828 |
| JP MORGAN CHASE & CO - 3,000 SH | $179,400 | $510,300 |
| KENVUE INC - - 1,301 SH | $16,239 | $28,011 |
| KIMBERLEY CLARK CORP - 5,900 SH | $604,471 | $716,909 |
| MERCK - 2,800 SH | $138,690 | $305,256 |
| ORGANON & CO OGN - 280 SH | $6,947 | $4,038 |
| PEPSICO INC - 5,000 SH | $333,941 | $849,200 |
| PHILLIP MORRIS INTERNATIONAL - 4,000 SH | $332,160 | $376,320 |
| PHILLIPS 66 - 1,500 SH | $46,930 | $199,710 |
| PROCTER & GAMBLE - 2,000 SH | $141,334 | $293,080 |
| QUALCOMM INC - 1,300 SH | $104,610 | $188,019 |
| SHELL PLC - 1,200 SH | $77,070 | $78,960 |
| TOTALENERGIES SE ADR - 2,000 SH | $110,641 | $134,760 |
| VERIZON - 3,000 SH | $101,541 | $113,100 |
| WAL-MART - 5,000 SH | $249,957 | $788,250 |
| 3M CO - 1,500 SH | $217,676 | $163,980 |
| FEDERATED HERMES GOVERNENT OBLIGATIONS FUND CL IS GOIXX | $177,326 | $177,332 |
| FEDERATED US TREASURY CASH RESERVES MONEY MARKET INSTL CL SH UTIXX | $1,226,890 | $1,226,889 |
| ABBOTT LABORATORIES - 232 SH | $16,603 | $25,536 |
| ACCENTURE PLC IRELAND - 96 SH | $15,187 | $33,687 |
| ALPHABET INC VOTING CAP STK CL A GOOGL - 175 SH | $22,937 | $24,446 |
| AMAZON COM INC - 166 SH | $22,411 | $25,222 |
| APA CORP - 635 SH | $24,559 | $22,784 |
| APPLE INC - 241 SH | $13,125 | $46,400 |
| APPLIED MATERIALS INC - 294 SH | $13,680 | $47,649 |
| CARDINAL HEALTH INC - 376 SH | $27,844 | $37,901 |
| CHEVRON CORPORATION - 156 SH | $25,159 | $23,269 |
| CHUBB LTD CB - 121 SH | $21,098 | $27,346 |
| CROWDSTRIKE HLDGS INC - 153 SH | $22,233 | $39,064 |
| DEERE & CO - 64 SH | $24,386 | $25,592 |
| ELI LILLY & CO - 40 SH | $21,758 | $23,317 |
| EOG RESOURCES INC EOG - 190 SH | $19,342 | $22,981 |
| FIRST TR ENHANCED ETF SHORT MARTURITY FTSM - 1,110 SH | $66,084 | $66,223 |
| HOME DEPOT INC - 74 SH | $13,131 | $25,645 |
| JPMORGAN CHASE & CO - 164 SH | $18,477 | $27,896 |
| KB HOME - 561 SH | $24,659 | $35,040 |
| KBR INC - 427 SH | $9,683 | $23,660 |
| LABORATORY CORP OF AMER HLDGS LH - 114 SH | $23,957 | $25,911 |
| META PLATFORMS - 76 SH | $22,256 | $26,901 |
| MICROSOFT CORP - 127 SH | $13,832 | $47,757 |
| MONDELEZ INTL INC - 400 SH | $26,350 | $28,972 |
| NUCOR CORP NUE - 239 SH | $23,325 | $41,596 |
| NXP SEMICONDUCTORS NV - 120 SH | $24,606 | $27,562 |
| SALESFORCE INC - 118 SH | $24,538 | $31,051 |
| VISA INC CLASS A - 105 SH | $24,042 | $27,337 |
| WALMART INC - 146 SH | $22,936 | $23,017 |
| ABBOTT LABORATORIES - 250 SH | $18,769 | $27,518 |
| ACCENTURE PLC IRELAND - 55 SH | $9,054 | $19,300 |
| AFLAC INC - 265 SH | $11,667 | $21,863 |
| ANALOG DEVICES INC - 250 SH | $28,154 | $49,640 |
| APPLE INC - 177 SH | $18,743 | $34,078 |
| ATMOS ENERGY CORP - 136 SH | $14,608 | $15,762 |
| AUTOMATIC DATA PROCESSING - 114 SH | $17,482 | $26,559 |
| BECTON DICKINSON & CO - 96 SH | $23,367 | $23,408 |
| BROWN AND BROWN INC - 284 SH | $8,085 | $20,195 |
| CENCORA INC - 181 | $21,779 | $37,174 |
| CHUBB LTD CB - 110 SH | $19,322 | $24,860 |
| CISCO SYSTEMS INC - 445 SH | $23,566 | $22,480 |
| COMCAST CORP NEW CL A - 189 SH | $15,228 | $16,137 |
| CONOCOPHILLIPS - 189 SH | $22,559 | $21,937 |
| COSTCO WHSL CORP NEW - 44 SH | $24,708 | $29,044 |
| ELEVANCE HEALTH INC - 49 SH | $21,844 | $23,106 |
| EMERSON ELECTRIC CO - 168 SH | $15,064 | $16,351 |
| EOG RESOURCES INC EOG - 120 SH | $15,391 | $14,514 |
| GENL DYNAMICS CORP - 83 SH | $17,503 | $21,553 |
| GOLDMAN SACHS GROUP INC - 50 SH | $17,145 | $19,289 |
| HOME DEPOT INC - 84 SH | $15,980 | $29,110 |
| HONEYWELL INTERNATIONAL INC - 87 SH | $14,597 | $18,245 |
| ILLINOIS TOOL WORKS INC - 86 SH | $19,619 | $22,527 |
| KLA CORP | $14,245 | $20,927 |
| LENNAR CORPORATION - 143 SH | $15,026 | $21,313 |
| LINDE PLC - 77 SH | $14,447 | $31,625 |
| MASTERCARD IN CL A - 40 SH | $15,070 | $17,060 |
| MCDONALDS CORP - 63 SH | $11,967 | $18,680 |
| MERCK & CO INC NEW MRK - 196 SH | $16,155 | $21,368 |
| MICROSOFT CORP - 91 SH | $9,535 | $34,220 |
| PEPSICO INCORPORATED - 100 SH | $12,010 | $16,984 |
| PHILLIPS 66 - 185 SH | $14,147 | $24,631 |
| S&P GLOBAL INC - 45 SH | $8,954 | $19,823 |
| STRYKER CORP - 94 SH | $19,964 | $28,149 |
| WALMART INC - 98 SH | $15,652 | $15,450 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $489,903 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $499,850 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN EXPR NATL BK CD SALT LAKE CTY UT | AT COST | $224,895 | $223,385 |
| STATE BANK OF INDIA CD NEW YORK NY | AT COST | $225,000 | $223,175 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,604 | LegalFeesAmt |
| Net Investment Income | $14,302 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,302 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $11,016 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,016 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,670 | $1,670 | $0 |
| FEDERAL INCOME TAXES | $4,644 | $0 | $0 |
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