MIZIS FAM EDUCATIONAL TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MIZIS FAM EDUCATIONAL TR (EIN 37-6756903)
- Tax period
- 2022-08-23 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202441349349103024
- Schema version
- 2022v5.0
- 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 | 2024-05-13T14:01:19-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-23 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376756903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIZIS FAMILY EDUCATIONAL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIZI | BusinessNameControlTxt |
| Phone | 3147467329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11356 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631050156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147467329 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,083,337 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,566,117 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $71,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$141,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $793,514 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,496,203 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,168 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,791 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,633 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,158 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,054 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,054 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,699 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,158 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,857 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,699 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,158 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,463,346 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,469 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $286,430 | CashEOYAmt |
| Cash EOYFMV | $286,430 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $3,028,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,868,760 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $980,642 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $928,147 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $4,295,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,083,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $4,295,662 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,295,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,295,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $4,463,346 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,463,346 | SubtotalAmt |
| Other Decreases | $167,684 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,295,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1547.673 ARTISAN MID CAP FUND-INS | 2021-12-14 | 2022-10-28 | $54,819 | $79,210 | -$24,391 | -$24,391 | |
| 588.941 ARTISAN MID CAP FUND-INS | 2020-09-24 | 2022-10-28 | $20,860 | $30,654 | -$9,794 | -$9,794 | |
| 5813.953 FIDELITY EMERGING MARKETS INDEX FUND-FAI | 2020-10-27 | 2022-10-28 | $50,000 | $66,105 | -$16,105 | -$16,105 | |
| 1800. HANESBRANDS INC | 2021-05-11 | 2022-10-28 | $13,155 | $34,379 | -$21,224 | -$21,224 | |
| 3563.03 HARTFORD MIDCAP FUND-F | 2020-10-27 | 2022-10-28 | $92,959 | $112,081 | -$19,122 | -$19,122 | |
| 1366.867 MFS RESEARCH INTERNATIONAL FUND R6 | 2020-10-27 | 2022-10-28 | $25,000 | $26,777 | -$1,777 | -$1,777 | |
| 2424.83 T ROWE PRICE OVERSEAS STOCK FUND-I | 2020-10-27 | 2022-10-28 | $25,000 | $25,339 | -$339 | -$339 | |
| 2102.607 VICTORY TRIVALENT INTERNATIONAL SMALL CAP FUND I | 2020-09-24 | 2022-10-28 | $25,000 | $29,794 | -$4,794 | -$4,794 | |
| 325. META PLATFORMS INC | 2020-08-15 | 2022-11-01 | $31,451 | $84,898 | -$53,447 | -$53,447 | |
| 185. FLEETCOR TECHNOLOGIES INC | 2021-09-22 | 2022-11-01 | $34,625 | $45,548 | -$10,923 | -$10,923 | |
| 175. BECTON DICKINSON & COMPANY | 2021-01-29 | 2022-11-17 | $38,674 | $40,518 | -$1,844 | -$1,844 | |
| 50. COOPER COS INC | 2020-09-24 | 2022-11-17 | $15,126 | $16,498 | -$1,372 | -$1,372 | |
| 50. TEXAS INSTRUMENTS INC | 2020-08-15 | 2022-11-17 | $8,659 | $6,904 | $1,755 | $1,755 | |
| 100. BAXTER INTERNATIONAL INC | 2021-09-22 | 2023-01-26 | $4,611 | $8,201 | -$3,590 | -$3,590 | |
| 50. BROADCOM INC | 2020-08-15 | 2023-01-26 | $29,659 | $16,458 | $13,201 | $13,201 | |
| 115. DARDEN RESTAURANTS INC | 2021-01-27 | 2023-01-26 | $17,119 | $13,175 | $3,944 | $3,944 | |
| 12339.585 FIDELITY ADVISOR INTERMEDIATE MUNICIPAL INCOME FUND Z | 2021-09-20 | 2023-01-26 | $125,000 | $134,636 | -$9,636 | -$9,636 | |
| 250. NVIDIA CORP | 2020-08-15 | 2023-01-26 | $48,874 | $29,609 | $19,265 | $19,265 | |
| 100000. UNITED STATES TREASURY BILL 0% DUE 01/26/23 DATED 01/27/22 | 2022-11-01 | 2023-01-26 | $99,061 | $99,061 | |||
| 90. WHIRLPOOL CORP | 2020-10-26 | 2023-01-26 | $13,513 | $17,379 | -$3,866 | -$3,866 | |
| 125. BROADRIDGE FINANCIAL SOL | 2020-08-27 | 2023-01-27 | $18,705 | $17,488 | $1,217 | $1,217 | |
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,644 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$141,198 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $410 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $410 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $590 | OverpaymentAmt |
| Applied To ES Tax | $590 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Commerce Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3147467439 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 FORSYTH BLVD | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11356 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $30,791 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,165,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,135 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,388,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,388,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,322,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $410 | TotalTaxAmt |
| Distributable Before Adj | $184,331 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $184,331 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $184,331 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,158 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,158 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,331 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,158 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,158 | 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 | $178,173 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,284 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$141,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$69,914 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$69,914 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (8 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(C)(4) | TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(C)(4) | TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(C)(4) | TRUSTEE |
| ALICE G OGG TRUST UNDER WILL | |
| 501(C)(4) | TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(C)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(C)(13) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(C)(13) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF CEMETE | |
| 501(C)(13) | COMMON TRUSTEE |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Mizis Family Interim Trust | |||||||
| 1 | PO BOX 11356 | CLAYTON | MO | 63105 | $4,354,253 | Yes (X) | Yes (X) |
| Mizis Family Interim Trust | |||||||
| 2 | PO BOX 11356 | CLAYTON | MO | 63105 | $211,864 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SEE STMT B | NoncashPropertyDesc |
| Fair Market Value | $4,354,253 | FairMarketValueAmt |
| Received | 2022-08-31 | ReceivedDt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON DONATED SECURITIES | Desc |
| Amt | $167,684 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $11 | $11 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $1 | $1 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $1,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $812 | $812 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $242 | $242 | $0 |
Comments