LEO DREY PIONEER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEO DREY PIONEER FOUNDATION (EIN 32-6059193)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-14
- IRS object ID
- 202413199349101881
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:52:22-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431870213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILHELM & WILHELM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 BONHOMME AVE 2001 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631051946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326059193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEO DREY PIONEER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEOD | BusinessNameControlTxt |
| Phone | 3143458124 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 S BRENTWOOD BLVD STE 200 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631441440 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES A LOWENHAUPT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3144362667 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN R BIAGI | PreparerPersonNm |
| PTIN | P01585621 | PTIN |
| Phone | 3147271155 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,557,604 | 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 |
| Dividends Rev And Expnss | $78,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,771 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $595,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,771 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $146 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $146 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $167,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,389 | 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 | $1,454 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,454 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,265 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,265 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,787 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,105 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,527 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,527 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,527 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $366,829 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $205,669 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $205,669 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,254,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,340,016 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,349,355 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,262 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,580 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,580 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,625,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,548,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,557,604 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,625,577 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,548,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,625,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,548,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,625,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,548,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,625,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,549,183 | SubtotalAmt |
| Other Decreases | $918 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,548,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (99 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ASHLAND INC | P | 2023-07-17 | $2,109 | $1,525 | $584 | $584 |
| ASHLAND INC | P | 2023-07-17 | $703 | $399 | $304 | $304 |
| ASHLAND INC | P | 2023-07-18 | $2,686 | $2,342 | $344 | $344 |
| MARTIN MARIETTA MATIS INC | P | 2023-07-10 | $4,848 | $4,149 | $699 | $699 |
| MARTIN MARIETTA MATIS INC | P | 2023-07-10 | $441 | $377 | $64 | $64 |
| MARTIN MARIETTA MATIS INC | P | 2023-07-11 | $1,756 | $1,509 | $247 | $247 |
| MARTIN MARIETTA MATIS INC | P | 2023-07-11 | $439 | $377 | $62 | $62 |
| AUTOZONE INC | P | 2023-08-24 | $2,440 | $380 | $2,060 | $2,060 |
| AVANTOR INC | P | 2023-08-04 | $3,836 | $5,421 | -$1,585 | -$1,585 |
| AVANTOR INC | P | 2023-08-04 | $631 | $560 | $71 | $71 |
| CADENCE DESIGN SYS INC | P | 2023-08-29 | $5,776 | $2,242 | $3,534 | $3,534 |
| GENPACT LTD | P | 2023-08-16 | $294 | $208 | $86 | $86 |
| GENPACT LTD | P | 2023-08-16 | $2,604 | $1,824 | $780 | $780 |
| GENPACT LTD | P | 2023-08-16 | $1,064 | $741 | $323 | $323 |
| AIR LIQUIDE SA | P | 2023-08-23 | $3,105 | $2,659 | $446 | $446 |
| AMADEUS IT GROUP SA | P | 2023-08-23 | $3,357 | $3,355 | $2 | $2 |
| FOMENTO ECONOMICO MEX SP ADR | P | 2023-08-23 | $1,380 | $851 | $529 | $529 |
| HEXAGON AB UNSP ADR | P | 2023-09-18 | $4,287 | $6,164 | -$1,877 | -$1,877 |
| AUTOZONE INC | P | 2023-09-19 | $5,087 | $760 | $4,327 | $4,327 |
| DEXCOM INC | P | 2023-09-26 | $12,212 | $17,929 | -$5,717 | -$5,717 |
| MATTHEWS PACIFIC TIGER FUND | P | 2023-09-21 | $12,000 | $16,160 | -$4,160 | -$4,160 |
| PALO ALTO NETWORKS INC | P | 2023-09-20 | $9,859 | $5,336 | $4,523 | $4,523 |
| PLANET FITNESS INC | P | 2023-09-26 | $4,773 | $8,485 | -$3,712 | -$3,712 |
| EURONET WORLDWIDE INC | P | 2023-10-26 | $6,042 | $9,324 | -$3,282 | -$3,282 |
| NIDEC CORP | P | 2023-10-31 | $2,638 | $7,709 | -$5,071 | -$5,071 |
| SANDOZ GROUP AG | P | 2023-10-19 | $25 | $20 | $5 | $5 |
| ACADEMY SPORTS OUTDOORS INC | P | 2023-10-31 | $2,777 | $4,102 | -$1,325 | -$1,325 |
| AGILENT TECHNOLOGIES INC | P | 2023-10-26 | $11,346 | $15,095 | -$3,749 | -$3,749 |
| ALPHABET INC CL C | P | 2023-10-12 | $11,443 | $2,141 | $9,302 | $9,302 |
| ENPHASE ENERGY INC | P | 2023-10-17 | $8,708 | $9,848 | -$1,140 | -$1,140 |
| RESMED INC | P | 2023-10-26 | $9,837 | $12,450 | -$2,613 | -$2,613 |
| VERALTO CORP | P | 2023-10-13 | $25 | $31 | -$6 | -$6 |
| WESCO INTL INC | P | 2023-10-31 | $2,910 | $4,017 | -$1,107 | -$1,107 |
| ADOBE INC | P | 2023-11-22 | $6,111 | $1,201 | $4,910 | $4,910 |
| AVALONBAY COMMUNITIES INC | P | 2023-11-16 | $10,868 | $10,601 | $267 | $267 |
| BILL HOLDINGS INC | P | 2023-11-13 | $2,350 | $4,675 | -$2,325 | -$2,325 |
| COSTCO WHSL CORP | P | 2023-11-22 | $6,387 | $3,598 | $2,789 | $2,789 |
| MATTHEWS PACIFIC TIGER FUND | P | 2023-11-21 | $79,296 | $103,840 | -$24,544 | -$24,544 |
| RTX CORPORATION | P | 2023-11-22 | $11,979 | $10,832 | $1,147 | $1,147 |
| ANSYS INC | P | 2023-12-27 | $3,350 | $764 | $2,586 | $2,586 |
| DOLLAR GENERAL CORP | P | 2023-12-12 | $15,582 | $19,599 | -$4,017 | -$4,017 |
| PFIZER INC | P | 2023-12-12 | $9,280 | $12,747 | -$3,467 | -$3,467 |
| SALESFORCE INC | P | 2023-12-19 | $8,362 | $7,784 | $578 | $578 |
| TJX COMPANIES INC | P | 2023-12-19 | $8,915 | $6,273 | $2,642 | $2,642 |
| FERRARI NV | P | 2023-12-15 | $1,108 | $549 | $559 | $559 |
| WOODSIDE ENERGY GROUP LTD | P | 2023-12-15 | $3,660 | $4,309 | -$649 | -$649 |
| ANSYS INC | P | 2024-01-31 | $3,654 | $840 | $2,814 | $2,814 |
| ARCADIUM LITHIUM PLC | P | 2024-01-16 | $1 | $1 | $0 | $0 |
| COSTCO WHSL CORP | P | 2024-01-16 | $12,783 | $6,189 | $6,594 | $6,594 |
| CROWDSTRIKE HOLDINGS INC | P | 2024-01-19 | $5,500 | $3,353 | $2,147 | $2,147 |
| MSCI INC | P | 2024-01-31 | $4,365 | $665 | $3,700 | $3,700 |
| PROLOGIS INC | P | 2024-01-16 | $7,605 | $6,860 | $745 | $745 |
| CHUBB LIMITED | P | 2024-02-22 | $3,527 | $2,309 | $1,218 | $1,218 |
| COMPASS GROUP PLC ADR | P | 2024-02-22 | $2,810 | $2,089 | $721 | $721 |
| INTERNATIONAL HOTELS ADR | P | 2024-02-15 | $2,475 | $1,768 | $707 | $707 |
| INTERNATIONAL HOTELS ADR | P | 2024-02-22 | $3,597 | $2,299 | $1,298 | $1,298 |
| MERCADOLIBRE INC | P | 2024-02-22 | $3,480 | $3,823 | -$343 | -$343 |
| SYSMEX CORP | P | 2024-02-15 | $5,800 | $9,605 | -$3,805 | -$3,805 |
| CROWN HOLDINGS INC | P | 2024-02-15 | $7,633 | $3,612 | $4,021 | $4,021 |
| HOME DEPOT INC | P | 2024-02-12 | $10,533 | $5,837 | $4,696 | $4,696 |
| ROPER TECHNOLOGIES INC | P | 2024-02-12 | $9,765 | $7,826 | $1,939 | $1,939 |
| S P GLOBAL INC | P | 2024-02-29 | $8,977 | $8,114 | $863 | $863 |
| VISA INC | P | 2024-02-29 | $9,027 | $2,530 | $6,497 | $6,497 |
| NIDEC CORP | P | 2024-03-11 | $4,547 | $6,252 | -$1,705 | -$1,705 |
| SANDOZ GROUP AG | P | 2024-03-11 | $707 | $559 | $148 | $148 |
| COSTCO WHSL CORP | P | 2024-03-12 | $15,340 | $6,817 | $8,523 | $8,523 |
| FLOOR DECOR HOLDINGS INC | P | 2024-03-20 | $2,257 | $1,962 | $295 | $295 |
| KLA CORP | P | 2024-03-19 | $6,167 | $1,452 | $4,715 | $4,715 |
| SBA COMMUNICATIONS | P | 2024-03-20 | $4,285 | $2,939 | $1,346 | $1,346 |
| CHIPOLTLE MEXICAN GRILL | P | 2024-04-24 | $5,785 | $2,691 | $3,094 | $3,094 |
| LINDE PLC | P | 2024-04-30 | $7,973 | $5,284 | $2,689 | $2,689 |
| MARTIN MARIETTA MATIS INC | P | 2024-04-19 | $2,370 | $1,498 | $872 | $872 |
| MARTIN MARIETTA MATIS INC | P | 2024-04-19 | $593 | $366 | $227 | $227 |
| MARTIN MARIETTA MATIS INC | P | 2024-04-22 | $4,138 | $2,563 | $1,575 | $1,575 |
| ON SEMICONDUCTOR CORP | P | 2024-04-24 | $3,460 | $4,754 | -$1,294 | -$1,294 |
| VERALTO CORP | P | 2024-04-19 | $1,454 | $445 | $1,009 | $1,009 |
| VERALTO CORP | P | 2024-04-19 | $182 | $20 | $162 | $162 |
| VERALTO CORP | P | 2024-04-19 | $453 | $50 | $403 | $403 |
| VERALTO CORP | P | 2024-04-22 | $2,152 | $242 | $1,910 | $1,910 |
| VERALTO CORP | P | 2024-04-22 | $2,069 | $1,095 | $974 | $974 |
| ANALOG DEVICES INC | P | 2024-05-16 | $10,779 | $4,367 | $6,412 | $6,412 |
| ANALOG DEVICES INC | P | 2024-05-17 | $3,204 | $1,284 | $1,920 | $1,920 |
| EXXON MOBIL CORP | P | 2024-05-28 | $4 | $2 | $2 | $2 |
| HONEYWELL INC | P | 2024-05-14 | $9,676 | $8,792 | $884 | $884 |
| NEXTERA ENERGY INC | P | 2024-05-14 | $9,620 | $9,874 | -$254 | -$254 |
| AGILENT TECHNOLOGIES INC | P | 2024-06-20 | $7,884 | $6,590 | $1,294 | $1,294 |
| AMPHENOL CORP | P | 2024-06-21 | $6,819 | $2,176 | $4,643 | $4,643 |
| AVANTOR INC | P | 2024-06-26 | $2,170 | $2,798 | -$628 | -$628 |
| CINTAS CORP | P | 2024-06-27 | $5,643 | $2,922 | $2,721 | $2,721 |
| COPART INC | P | 2024-06-27 | $3,990 | $3,124 | $866 | $866 |
| CROWDSTRIKE HOLDINGS INC | P | 2024-06-11 | $14,107 | $5,023 | $9,084 | $9,084 |
| CROWDSTRIKE HOLDINGS INC | P | 2024-06-25 | $2,660 | $950 | $1,710 | $1,710 |
| DANAHER CORP | P | 2024-06-12 | $14,204 | $3,727 | $10,477 | $10,477 |
| ICON PLC | P | 2024-06-26 | $9,079 | $6,818 | $2,261 | $2,261 |
| KLA CORP | P | 2024-06-25 | $5,595 | $1,129 | $4,466 | $4,466 |
| MICROCHIP TECHNOLOGY INC | P | 2024-06-25 | $3,129 | $555 | $2,574 | $2,574 |
| SPROUTS FARMERS MARKETS INC | P | 2024-06-11 | $2,715 | $826 | $1,889 | $1,889 |
| T MOBILE US INC | P | 2024-06-12 | $10,062 | $3,797 | $6,265 | $6,265 |
| DBS GROUP HLDGS LTD | P | 2024-06-07 | $42 | $36 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,771 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,693 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,693 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,693 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,580 | 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 | $2,580 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $887 | OverpaymentAmt |
| Applied To ES Tax | $887 | 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 |
| Individual With Books | CHARLES A LOWENHAUPT | IndividualWithBooksNm |
| Phone | 3143458123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 S BRENTWOOD SUITE 200 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631441440 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES A LOWENHAUPT | ||||||||
| 1401 S BRENTWOOD BLVD | ST LOUIS | MO | 63144 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN A KAREL | ||||||||
| 299 SERAPHIN STREET | STE GENEVIEVE | MO | 63670 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLYN OHLSEN | ||||||||
| 1401 S BRENTWOOD BLVD | ST LOUIS | MO | 63144 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEONARD DREY | ||||||||
| 240 LINDEN AVENUE | ST LOUIS | MO | 63105 | TRUSTEE | 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 | $3,899,126 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $392,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,291,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,291,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,227,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,693 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,693 | TotalTaxAmt |
| Distributable Before Adj | $209,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $209,676 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $209,676 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,527 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $196,527 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $196,525 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,527 | QualifyingDistributionsAmt |
| Applied To Year1 | $196,525 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2 | 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 | $209,674 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISSOURI COALITION FOR THE ENVIRONMENT | |||||||
| 3115 S GRAND BLVD STE 650 | ST LOUIS | MO | 63118 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| ANTIOCH COLLEGE | |||||||
| 1 MORGAN PL | YELLOW SPRINGS | OH | 45387 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $121,018 |
| TRIANGLE LAND CONSERVANCY | |||||||
| 5828 OLD OXFORD RD | DURHAM | NC | 27712 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 |
| BLUE RIDGE ENVIRONMENTAL DEFENSE LEAGUE | |||||||
| PO BOX 4455 | NORTH MYRLE BEACH | SC | 29597 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $35,509 |
| ASSOCIATION FOR THE PRESERVATION OF THE ENO RIVER VALLEY | |||||||
| 4404 GUESS ROAD | DURHAM | NC | 27712 | NONE | PUBLIC CHARITY | MARGARET NYGARD LAND ACQUISITION TRUST FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,527 | 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 | $78,472 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,771 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $167,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,389 | 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 | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,340,016 | EOYBookValueAmt |
| EOYFMV | $4,349,355 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,454 | LegalFeesAmt |
| Net Investment Income | $1,454 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $4,262 | BOYBookValueAmt |
| EOY Book Value | $2,580 | EOYBookValueAmt |
| EOYFMV | $2,580 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-TAXABLE, NON-CASH RETURN OF CAPITAL | Desc |
| Amt | $918 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $146 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $146 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $146 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - US TRUST | $3,300 | $3,300 | $0 |
| INVESTMENT FEES - JP MORGAN CHASE | $7,818 | $7,818 | $0 |
| FAMILY OFFICE FEES | $27,633 | $27,633 | $0 |
| ADR FEES | $514 | $514 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,682 | $0 | $0 |
| FOREIGN TAXES | $1,105 | $1,105 | $0 |
Comments