CHOD FAM FOUNDATION TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHOD FAM FOUNDATION TR (EIN 43-6475433)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202331299349105133
- 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
- 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 | 2023-05-09T16:43:22-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 DRIVE SUITE | AddressLine1Txt |
| Address Line2 | 100 | AddressLine2Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-05-03 | 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 | 2023-05-03 | 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 | 2022 | 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 | $19,333,329 | 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 | $5,189 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,189 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $445,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $445,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,079 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,405,330 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $449,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $450,296 | 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 | $12,768 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,384 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,384 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,845 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,003 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,716 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,716 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $666,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $666,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $704,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $675,034 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$255,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $429,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $141,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $272,484 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $272,484 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $981,742 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $991,700 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,016,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,198,556 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,634,816 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $449,895 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $434,329 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,157,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,902,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,333,329 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,157,689 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,902,677 | 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 | $10,157,689 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,902,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,157,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,902,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,157,689 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$255,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,902,677 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,902,677 | 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 | $2,405,330 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,406,409 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,079 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,079 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,079 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,332 | 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 | $7,332 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,356 | OverpaymentAmt |
| Applied To ES Tax | $1,356 | 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 | 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 | $18,993,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $254,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,247,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,247,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $288,719 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,959,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $947,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $947,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,976 | TotalTaxAmt |
| Distributable Before Adj | $941,984 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $941,984 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $941,984 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $675,034 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $675,034 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $941,984 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $137,336 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $675,034 | QualifyingDistributionsAmt |
| Applied To Year1 | $137,336 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $537,698 | 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 | $404,286 | 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 (30 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 | $10,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 EAST 33RD ST 7TH FL | NEW YORK | NY | 10016 | NONE | EOF | GENERAL SUPPORT | $1,800 | |
| CONGREGATION TEMPLE ISRAEL | ||||||||
| 1 RABBI ALVAN D RUBIN DRIVE | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $1,000 | |
| 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 | ||||||||
| 845 NORTH NEW BALLAS COURT | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $60,000 | |
| HUMANE SOCIETY | ||||||||
| 1201 MACKLIND AVENUE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $500 | |
| J ASSOCIATES | ||||||||
| 2 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $5,000 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 2 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $10,000 | |
| 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 | $118,000 | |
| 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 | ||||||||
| PO BOX 190 | MAPAVILLE | MO | 63065 | NONE | EOF | GENERAL SUPPORT | $2,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 3450 PARK AVE | ST LOUIS | MO | 63104 | NONE | EOF | GENERAL SUPPORT | $2,000 | |
| SAUL MIROWITZ JEWISH COMMUNITY SCHOOL | ||||||||
| 348 SOUTH MASON ROAD | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $310,000 | |
| ST LOUIS ART MUSEUM | ||||||||
| ONE FINE ARTS DRIVE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $2,000 | |
| ST LOUIS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 1001 HIGHLANDS PLAZA DRIVE WEST STE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $25,000 | 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 | ||||||||
| 21255 WOODSON ROAD | ST LOUIS | MO | 63114 | NONE | EOF | GENERAL SUPPORT | $10,000 | |
| 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 | $2,500 | |
| STL JEWISH LIGHT | ||||||||
| 6 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $2,800 | |
| STRAY RESCUE OF ST LOUIS | ||||||||
| 1463 S 18TH ST | ST LOUIS | MO | 63104 | NONE | EOF | GENERAL SUPPORT | $1,000 | |
| TENDER HEART HAVEN | ||||||||
| 1197C EAST 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 | $1,000 | |
| 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 | $666,400 | 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 | $5,189 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $445,107 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,079 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $449,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,217 | 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 | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 2,000 SH | $44,822 | $219,580 |
| ABBVIE - 2,000 SH | $48,606 | $323,220 |
| ALTRIA GROUP, INC. - 4,000 SH | $222,440 | $182,840 |
| AMEREN - 13,006 SH | $512,135 | $1,156,494 |
| BANK OF AMERICA CORP - 4,000 SH | $65,520 | $132,480 |
| CHEVRON - 4,500 SH | $499,892 | $807,705 |
| COMMERCE BANCSHARES - 43,042 SH | $210,949 | $2,929,869 |
| CONOCOPHILLIPS - 3,000 SH | $157,915 | $354,000 |
| ELI LILLY - 8,000 SH | $570,200 | $2,926,720 |
| INTEL CORP - 33,000 SH | $742,583 | $872,190 |
| JOHNSON & JOHNSON - 3,000 SH | $300,780 | $529,950 |
| JP MORGAN CHASE & CO - 3,000 SH | $179,400 | $402,300 |
| KIMBERLEY CLARK CORP - 5,900 SH | $604,471 | $800,925 |
| MERCK - 2,800 SH | $138,690 | $310,660 |
| ORGANON & CO OGN - 280 SH | $6,947 | $7,820 |
| PEPSICO INC - 5,000 SH | $333,941 | $903,300 |
| PHILLIP MORRIS INTERNATIONAL - 4,000 SH | $332,160 | $404,840 |
| PHILLIPS 66 - 1,500 SH | $46,930 | $156,120 |
| PROCTER & GAMBLE - 2,000 SH | $141,334 | $303,120 |
| QUALCOMM INC - 1,300 SH | $104,610 | $142,922 |
| ROYAL DUTCH SHELL PLC - 1,200 SH | $77,070 | $68,340 |
| TOTAL S.A. SPONS ADR - 2,000 SH | $110,641 | $124,160 |
| VERIZON - 3,000 SH | $101,541 | $118,200 |
| WAL-MART - 5,000 SH | $249,957 | $708,950 |
| 3M CO - 1,500 SH | $217,676 | $179,880 |
| FEDERATED MONEY MKT TR GOVT OBLIGS FD INSTL GOIXX | $405,922 | $405,920 |
| FEDERATED US TREASURY CASH RESERVES MONEY MARKET INSTL CL SH UTIXX | $505,619 | $515,616 |
| FIRST TR DORSEY ETF WRIGHT FOCUS FIVE FUND FV - 411 SH | $17,521 | $19,132 |
| FIRST TR ENHANCED ETF SHORT MARTURITY FTSM - 612 SH | $36,565 | $36,377 |
| FIRST TR ETF FD VII ETF TCW OPPORTUNISTIC FXD INCOME ETF - 313 SH | $14,570 | $13,747 |
| FIRST TR ETF IV ETF FIRST TR LOW DURATION MTG OPPORTUNITIES ETF LMBS - 687 S | $32,255 | $32,570 |
| FIRST TR FUND IV ETF SENIOR LOAN FUND FTSL - 397 SH | $18,651 | $17,702 |
| FIRST TR GLOBAL ETF TACTICAL COMMODITY STRATEGY FUND FTGC - 1,101 SH | $27,233 | $26,963 |
| FIRST TR MID CAP VAL ETF ALPHADEX FUND FNK - 480 SH | $22,430 | $20,626 |
| FIRST TRUST IV ETF NORTH AMERICAN ENERGY INFRASTRUCTURE FUND EMLP - 710 SH | $18,467 | $18,950 |
| FIRST TRUST MORNNGSTRETF DIVIDEND LEADERS INDEX ETF - 576 SH | $20,367 | $21,059 |
| FIRST TRUST CAPITAL ETF STRENGTH FTCS - 355 SH | $18,255 | $26,607 |
| FIRST TRUST MATERIAL ETF ALPHADEX FUND FEX - 443 SH | $22,828 | $26,841 |
| FIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND QTEC - 159 SH | $11,737 | $16,733 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF RDVY - 616 SH | $22,287 | $27,055 |
| ABBOTT LABORATORIES - 216 SH | $14,897 | $23,715 |
| ACCENTURE PLC IRELAND - 96 SH | $15,187 | $25,617 |
| APPLE INC - 220 SH | $9,361 | $28,585 |
| APPLIED MATERIALS INC - 294 SH | $13,680 | $28,630 |
| CARDINAL HEALTH INC - 315 | $22,790 | $24,214 |
| CHEVRON CORPORATION - 127 SH | $21,020 | $22,795 |
| CHUBB LTD CB - 111 SH | $19,075 | $24,487 |
| CISCO SYSTEMS INC - 580 SH | $26,730 | $27,631 |
| DEVON ENERGY CORP DVN - 344 SH | $15,364 | $21,159 |
| ELEVANCE HEALTH INC - 66 SH | $24,211 | $33,856 |
| EOG RESOURCES INC EOG - 170 SH | $16,697 | $22,018 |
| FIRST TR ENHANCED ETF SHORT MARTURITY FTSM - 1,324 SH | $78,738 | $78,699 |
| FIRS TR FUND IV ETF SENIOR LOAN FUND FTSL - 1,736 SH | $78,606 | $77,408 |
| HOME DEPOT INC - 99 SH | $17,402 | $31,270 |
| JPMORGAN CHASE & CO - 204 SH | $22,095 | $27,356 |
| KBR INC - 1005 SH | $21,590 | $53,064 |
| MICROSOFT CORP - 125 SH | $13,193 | $29,978 |
| MORGAN STANLEY & CO - 228 SH | $13,489 | $19,385 |
| NEXSTAR MEDIA GROUP INC NXST - 141 SH | $21,412 | $24,679 |
| NORTHROP GRUMMAN CORP NEW NOC - 63 SH | $23,044 | $34,373 |
| NUCOR CORP NUE - 249 SH | $24,301 | $32,821 |
| ABBOTT LABORATORIES - 186 SH | $12,780 | $20,421 |
| ACCENTURE PLC IRELAND - 52 SH | $8,177 | $13,876 |
| AFLAC INC - 265 SH | $11,667 | $19,064 |
| AMERISOURCEBERGEN CORP ABC - 181 SH | $21,779 | $29,994 |
| APPLE INC - 177 SH | $18,743 | $22,998 |
| APPLIED MATERIALS INC - 115 SH | $15,586 | $11,199 |
| ANALOG DEVICES INC - 250 SH | $28,154 | $41,008 |
| AUTOMATIC DATA PROCESSING - 114 SH | $17,482 | $27,230 |
| BLACKROCK INC - 18 SH | $8,556 | $12,755 |
| BROADRIDGE FINANCIAL SOLUTIONS - 91 SH | $8,958 | $12,206 |
| BROWN AND BROWN INC - 284 SH | $8,085 | $16,179 |
| CHUBB LTD CB - 88 SH | $14,580 | $19,413 |
| CISCO SYSTEMS INC - 280 SH | $12,517 | $13,339 |
| CUMMINS INC | $15,377 | $16,718 |
| DOVER CORP COMMON - 99 SH | $10,984 | $13,406 |
| EOG RESOURCES INC EOG - 80 SH | $10,254 | $10,362 |
| GENL DYNAMICS CORP - 79 SH | $16,533 | $19,601 |
| HOME DEPOT INC - 68 SH | $11,492 | $21,478 |
| HONEYWELL INTERNATIONAL INC - 67 SH | $11,032 | $14,358 |
| JOHNSON & JOHNSON - 129 SH | $18,621 | $22,788 |
| LINDE PLC - 74 SH | $13,333 | $24,137 |
| LOWES COMPANIES INC LOW - 74 SH | $14,911 | $14,744 |
| MCDONALDS CORP - 63 SH | $11,967 | $16,602 |
| MERCK & CO INC NEW MRK - 196 SH | $16,155 | $21,746 |
| MICROSOFT CORP - 91 SH | $9,535 | $21,824 |
| NEW JERSEY RES CORP NJR - 346 SH | $12,261 | $17,169 |
| NIKE INC CLASS B - 111 SH | $8,628 | $12,988 |
| PEPSICO INCORPORATED - 100 SH | $12,010 | $18,066 |
| PHILLIPS 66 - 169 SH | $12,394 | $17,590 |
| RAYTHEON TECHNOLOGIES CORP RTX - 176 SH | $12,734 | $17,762 |
| S&P GLOBAL INC - 39 SH | $6,846 | $13,063 |
| SOUTHERN COMPANY/THE SO - 225 SH | $11,682 | $16,067 |
| STRYKER CORP - 89 SH | $18,679 | $21,760 |
| TARGET CORP - 71 SH | $13,226 | $10,582 |
| UNITEDHEALTH GROUP INC - 53 SH | $14,039 | $28,100 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $981,742 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $991,700 | 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 | $217,145 |
| STATE BANK OF INDIA CD NEW YORK NY | AT COST | $225,000 | $217,184 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,768 | LegalFeesAmt |
| Net Investment Income | $6,384 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,384 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $9,716 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,716 | 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 | $2,003 | $2,003 | $0 |
| FEDERAL INCOME TAXES | $8,842 | $0 | $0 |
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