LEO DREY PIONEER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEO DREY PIONEER FOUNDATION (EIN 32-6059193)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-12
- IRS object ID
- 202322859349100627
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-12T14:45:13-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 2023-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | LOWENHAUPT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIRIAM G WILHELM | PreparerPersonNm |
| PTIN | P01263356 | PTIN |
| Phone | 3147271155 | PhoneNum |
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 | $4,079,200 | 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 | $70,577 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,577 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,762 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $682,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,762 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $170,339 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,339 | 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 |
| 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 | $44,957 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,957 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,094 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $596 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,320 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,320 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$112,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $555,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $366,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $366,829 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,175,761 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,254,486 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,708,109 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $7,760 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,262 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,262 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,739,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,625,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,079,200 | 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 | $2,739,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,625,577 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,739,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,625,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,739,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,625,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,739,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$112,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,626,539 | SubtotalAmt |
| Other Decreases | $962 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,625,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (123 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DOLLAR GENERAL CORP | P | 2022-07-28 | $11,878 | $2,102 | $9,776 | $9,776 |
| HARDING LOEVNER INS EMERGING MTKT FD | P | 2022-07-22 | $32,000 | $31,161 | $839 | $839 |
| KLA CORPORATION | P | 2022-07-08 | $3,531 | $2,577 | $954 | $954 |
| ON SEMICONDUCTOR CORP | P | 2022-07-08 | $6,610 | $8,290 | -$1,680 | -$1,680 |
| STANLEY BLACK DECKER INC | P | 2022-08-01 | $18,183 | $33,774 | -$15,591 | -$15,591 |
| STANLEY BLACK DECKER INC | P | 2022-08-02 | $2,290 | $4,502 | -$2,212 | -$2,212 |
| AIR LIQUIDE S A ADR | P | 2022-07-15 | $2 | $3 | -$1 | -$1 |
| GENPACT LIMITED | P | 2022-08-08 | $1,881 | $1,331 | $550 | $550 |
| TELEFLEX INC | P | 2022-08-08 | $6,071 | $5,160 | $911 | $911 |
| TWILIO INC | P | 2022-08-24 | $3,208 | $9,320 | -$6,112 | -$6,112 |
| CONTINENTAL AG SPON ADR | P | 2022-08-15 | $163 | $318 | -$155 | -$155 |
| CONTINENTAL AG SPON ADR | P | 2022-08-16 | $2,917 | $5,558 | -$2,641 | -$2,641 |
| AZEK CO INC | P | 2022-09-27 | $2,125 | $5,613 | -$3,488 | -$3,488 |
| BOOKING HOLDINGS INC | P | 2022-10-04 | $23,518 | $31,011 | -$7,493 | -$7,493 |
| INGERSOLL RAND INC | P | 2022-09-27 | $1,434 | $1,569 | -$135 | -$135 |
| LIBERTY BROADBAND | P | 2022-09-27 | $2,159 | $3,311 | -$1,152 | -$1,152 |
| T MOBILE US INC | P | 2022-09-20 | $6,985 | $2,890 | $4,095 | $4,095 |
| TANDEM DIABETES CARE INC | P | 2022-10-03 | $501 | $981 | -$480 | -$480 |
| TANDEM DIABETES CARE INC | P | 2022-10-04 | $995 | $1,884 | -$889 | -$889 |
| GDS HOLDING LTD ADR | P | 2022-11-01 | $546 | $2,409 | -$1,863 | -$1,863 |
| LVMH MOET HENNESSY ADR | P | 2022-10-18 | $862 | $906 | -$44 | -$44 |
| UBISOFT ENTERTAIN UNSPON ADR | P | 2022-10-11 | $2,266 | $6,670 | -$4,404 | -$4,404 |
| WUXI BIOLOGICS CAYMAN ADR | P | 2022-11-01 | $1,510 | $2,566 | -$1,056 | -$1,056 |
| AVALARA INC | P | 2022-10-11 | $3,702 | $4,220 | -$518 | -$518 |
| TANDEM DIABETES CARE INC | P | 2022-10-18 | $1,735 | $3,273 | -$1,538 | -$1,538 |
| WESTERN ALLIANCE BANCORPORATION | P | 2022-10-21 | $5,057 | $7,999 | -$2,942 | -$2,942 |
| WESTERN ALLIANCE BANCORPORATION | P | 2022-10-24 | $1,818 | $2,821 | -$1,003 | -$1,003 |
| CATALENT INC | P | 2022-11-09 | $4,306 | $10,092 | -$5,786 | -$5,786 |
| BROOKFIELD ASSET MGMT LTD CL A | P | 2022-12-22 | $451 | $500 | -$49 | -$49 |
| AMERICAN WATER WORKS CO INC | P | 2022-12-14 | $4,996 | $4,081 | $915 | $915 |
| CROWDSTRIKE HOLDINGS INC | P | 2022-12-12 | $7,833 | $11,926 | -$4,093 | -$4,093 |
| LINDE PLC SHS | P | 2022-12-14 | $8,051 | $3,923 | $4,128 | $4,128 |
| ZOOMINFO TECHNOLOGIES | P | 2022-12-12 | $4,367 | $7,153 | -$2,786 | -$2,786 |
| AMERICAN WATER WORKS CO INC | P | 2023-02-07 | $9,251 | $7,331 | $1,920 | $1,920 |
| CHURCH & SWIGHT CO | P | 2023-02-14 | $4,556 | $1,658 | $2,898 | $2,898 |
| EPAM SYSTEMS | P | 2023-02-21 | $4,885 | $448 | $4,437 | $4,437 |
| GLOBAL PAYMENTS INC | P | 2023-02-14 | $4,887 | $2,268 | $2,619 | $2,619 |
| JULIUS BAER GROUP LTD ADR | P | 2023-03-15 | $2,074 | $2,074 | $0 | $0 |
| AUTOZONE INC | P | 2023-03-28 | $4,640 | $760 | $3,880 | $3,880 |
| BLACKSTONE GROUP INC | P | 2023-03-15 | $7,110 | $3,930 | $3,180 | $3,180 |
| IAA SPINCO INC | P | 2023-03-15 | $4,732 | $4,380 | $352 | $352 |
| MICROCHIP TECHNOLOGY INC | P | 2023-03-08 | $5,855 | $1,125 | $4,730 | $4,730 |
| PNC FINANCIAL SERVICES GROUP INC | P | 2023-03-15 | $6,090 | $8,725 | -$2,635 | -$2,635 |
| SCHWAB CHARLES CORP | P | 2023-03-06 | $11,525 | $6,982 | $4,543 | $4,543 |
| SCHWAB CHARLES CORP | P | 2023-03-15 | $11,152 | $10,046 | $1,106 | $1,106 |
| SCHWAB CHARLES CORP | P | 2023-03-20 | $18,623 | $11,864 | $6,759 | $6,759 |
| STRYKER CORP | P | 2023-03-06 | $8,316 | $1,622 | $6,694 | $6,694 |
| SVB FNL GROUP | P | 2023-03-13 | $8,553 | $31,572 | -$23,019 | -$23,019 |
| T-MOBILE US INC | P | 2023-03-06 | $8,180 | $7,116 | $1,064 | $1,064 |
| HARDING LOEVNER INS EMERGING MTKT FD | P | 2023-04-14 | $67,534 | $64,082 | $3,452 | $3,452 |
| MONDELEZ INTL | P | 2023-05-02 | $9,273 | $6,092 | $3,181 | $3,181 |
| PALO ALTO NETWORKS INC | P | 2023-04-14 | $7,629 | $5,779 | $1,850 | $1,850 |
| STRYKER CORP | P | 2023-04-25 | $10,928 | $1,706 | $9,222 | $9,222 |
| B A E SYSTEMS PLC ADR | P | 2023-04-17 | $1,657 | $858 | $799 | $799 |
| LLOYDS BANKING GROUP PLC ADR | P | 2023-04-17 | $1,625 | $1,423 | $202 | $202 |
| RITCHIE BROS AUCTIONEERS INC | P | 2023-04-17 | $3,880 | $3,767 | $113 | $113 |
| CHIPOTLE MEXICAN GRILL INC | P | 2023-06-01 | $6,222 | $4,153 | $2,069 | $2,069 |
| EPAM SYSTEMS | P | 2023-05-10 | $5,853 | $798 | $5,055 | $5,055 |
| SYNOPSYS INC | P | 2023-05-30 | $19,700 | $8,426 | $11,274 | $11,274 |
| ABBOTT LABORATORIES | P | 2023-06-06 | $3,092 | $2,726 | $366 | $366 |
| ADOBE INC | P | 2023-06-06 | $3,029 | $885 | $2,144 | $2,144 |
| ALPHABET INC CL C | P | 2023-06-06 | $14,630 | $3,054 | $11,576 | $11,576 |
| AMAZON COM | P | 2023-06-06 | $10,925 | $12,582 | -$1,657 | -$1,657 |
| AMERICAN TOWER CORP | P | 2023-06-06 | $1,901 | $1,152 | $749 | $749 |
| ANALOG DEVICES INC | P | 2023-06-06 | $3,239 | $1,542 | $1,697 | $1,697 |
| APPLE INC | P | 2023-06-06 | $8,098 | $517 | $7,581 | $7,581 |
| ASTRAZENECA PLC ADR | P | 2023-06-06 | $4,241 | $3,226 | $1,015 | $1,015 |
| AUTOMATIC DATA PROCESSING | P | 2023-06-06 | $1,276 | $216 | $1,060 | $1,060 |
| AVALONBAY COMMUNITIES INC | P | 2023-06-06 | $1,080 | $1,010 | $70 | $70 |
| BLACKROCK INC | P | 2023-06-06 | $2,047 | $726 | $1,321 | $1,321 |
| BLACKSTONE GROUP INC | P | 2023-06-06 | $2,606 | $1,281 | $1,325 | $1,325 |
| CDW CORP | P | 2023-06-07 | $2,047 | $1,645 | $402 | $402 |
| CDW CORP | P | 2023-06-20 | $9,431 | $6,196 | $3,235 | $3,235 |
| CHEVRON CORP | P | 2023-06-06 | $2,324 | $1,881 | $443 | $443 |
| CISCO SYSTEMS | P | 2023-06-06 | $3,882 | $2,571 | $1,311 | $1,311 |
| CME GROUP INC | P | 2023-06-06 | $1,288 | $1,411 | -$123 | -$123 |
| CONOCOPHILIPS | P | 2023-06-06 | $2,436 | $2,394 | $42 | $42 |
| COSTCO WHSL CORP | P | 2023-06-06 | $2,054 | $1,317 | $737 | $737 |
| DANAHER CORP | P | 2023-06-06 | $3,732 | $4,206 | -$474 | -$474 |
| DIAMONDBACK ENERGY INC | P | 2023-06-16 | $4,967 | $4,980 | -$13 | -$13 |
| DOLLAR GENERAL CORP | P | 2023-06-06 | $1,811 | $2,416 | -$605 | -$605 |
| DYNATRACE INC | P | 2023-06-30 | $7,586 | $5,303 | $2,283 | $2,283 |
| FIDELITY NATIONAL INFO SERV | P | 2023-06-06 | $1,323 | $630 | $693 | $693 |
| FISERV INC | P | 2023-06-06 | $2,613 | $268 | $2,345 | $2,345 |
| GLOBAL PAYMENTS INC | P | 2023-06-29 | $4,553 | $2,447 | $2,106 | $2,106 |
| HOME DEPOT INC | P | 2023-06-06 | $4,390 | $4,171 | $219 | $219 |
| HONEYWELL INTL INC | P | 2023-06-06 | $4,722 | $5,371 | -$649 | -$649 |
| INTERCONTINENTAL EXCHANGE INC | P | 2023-06-06 | $2,914 | $1,780 | $1,134 | $1,134 |
| IQVIA HOLDINGS INC | P | 2023-06-06 | $2,608 | $3,107 | -$499 | -$499 |
| JP MORGAN CHASE CO | P | 2023-06-06 | $2,536 | $779 | $1,757 | $1,757 |
| KEYSIGHT TECHNOLOGIES INC | P | 2023-06-23 | $3,952 | $2,103 | $1,849 | $1,849 |
| LINDE PLC SHS | P | 2023-06-06 | $3,596 | $2,941 | $655 | $655 |
| MARTIN MARIETTA MATIS INC | P | 2023-06-06 | $2,883 | $2,640 | $243 | $243 |
| MICROSOFT CORP | P | 2023-06-06 | $17,030 | $1,633 | $15,397 | $15,397 |
| MONDELEZ INTL | P | 2023-06-06 | $2,364 | $1,623 | $741 | $741 |
| NEXTERA ENERGY INC | P | 2023-06-06 | $4,972 | $4,985 | -$13 | -$13 |
| OTIS WORLDWIDE CORP | P | 2023-06-06 | $2,975 | $2,285 | $690 | $690 |
| PNC FINANCIAL SERVICES GROUP INC | P | 2023-06-06 | $1,839 | $2,333 | -$494 | -$494 |
| PALO ALTO NETWORKS INC | P | 2023-06-30 | $6,323 | $3,254 | $3,069 | $3,069 |
| PEPSICO INC | P | 2023-06-06 | $2,567 | $1,099 | $1,468 | $1,468 |
| PIONEER NATURAL RESOURCES CO | P | 2023-06-06 | $3,681 | $2,985 | $696 | $696 |
| PROLOGIS INC | P | 2023-06-06 | $1,858 | $1,783 | $75 | $75 |
| QUALCOMM INC | P | 2023-06-06 | $2,325 | $1,157 | $1,168 | $1,168 |
| RAYTHEON TECHNOLOGIES CORP | P | 2023-06-06 | $4,485 | $3,466 | $1,019 | $1,019 |
| ROPER TECHNOLOGIES INC | P | 2023-06-06 | $3,674 | $3,105 | $569 | $569 |
| ROPER TECHNOLOGIES INC | P | 2023-06-20 | $2,301 | $1,567 | $734 | $734 |
| SP GLOBAL INC | P | 2023-06-06 | $4,135 | $4,522 | -$387 | -$387 |
| SALESFORCE INC | P | 2023-06-06 | $4,452 | $5,211 | -$759 | -$759 |
| SBA COMMUNICATIONS CORP | P | 2023-06-16 | $2,992 | $910 | $2,082 | $2,082 |
| STRYKER CORP | P | 2023-06-06 | $1,678 | $279 | $1,399 | $1,399 |
| T MOBILE US INC | P | 2023-06-06 | $2,650 | $2,577 | $73 | $73 |
| TE CONNECTIVITY LTD | P | 2023-06-06 | $2,744 | $3,039 | -$295 | -$295 |
| THERMO FISHER SCIENTIFIC INC | P | 2023-06-06 | $2,610 | $683 | $1,927 | $1,927 |
| TJX COMPANIES | P | 2023-06-06 | $2,555 | $1,614 | $941 | $941 |
| UNION PACIFIC CORP | P | 2023-06-06 | $3,387 | $2,748 | $639 | $639 |
| UNITEDHEALTH GROUP INC | P | 2023-06-06 | $6,479 | $3,177 | $3,302 | $3,302 |
| US BANCORP | P | 2023-06-06 | $1,819 | $2,955 | -$1,136 | -$1,136 |
| VISA INC | P | 2023-06-06 | $7,290 | $5,003 | $2,287 | $2,287 |
| WALT DISNEY CO | P | 2023-06-06 | $2,704 | $5,085 | -$2,381 | -$2,381 |
| ZOETIS INC | P | 2023-06-06 | $2,341 | $1,208 | $1,133 | $1,133 |
| ZOETIS INC | P | 2023-06-09 | $2,134 | $1,109 | $1,025 | $1,025 |
| ZOETIS INC | P | 2023-06-12 | $5,231 | $2,730 | $2,501 | $2,501 |
| CAPITAL GAINS DIVIDENDS | P | $8,152 | $8,152 | $8,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,762 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,262 | 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 | $4,262 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,580 | OverpaymentAmt |
| Applied To ES Tax | $2,580 | 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 | $3,443,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $580,772 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,024,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,024,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,964,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,682 | TotalTaxAmt |
| Distributable Before Adj | $196,525 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $196,525 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $196,525 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $230,320 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $196,525 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $230,320 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $230,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $230,320 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $196,525 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAD FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 KINGSLAND AVENU SUITE 100 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501C3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CONSERVATION AND EDUCATION ON THE MO OZARK REGION | GrantOrContributionPurposeTxt |
| Amt | $230,320 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,320 | 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 | $70,577 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,762 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $170,339 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,339 | 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 | $2,254,486 | EOYBookValueAmt |
| EOYFMV | $3,708,109 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $7,760 | BOYBookValueAmt |
| EOY Book Value | $4,262 | EOYBookValueAmt |
| EOYFMV | $4,262 | 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 | $962 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - US TRUST | $3,279 | $3,279 | $0 |
| INVESTMENT FEES - JP MORGAN CHASE | $6,715 | $6,715 | $0 |
| FAMILY OFFICE FEES | $34,963 | $34,963 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,498 | $0 | $0 |
| FOREIGN TAXES | $596 | $596 | $0 |
Comments