DULA-KOBUSCH CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DULA-KOBUSCH CHARITABLE TRUST (EIN 47-2566918)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349100330
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T09:27:59-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431780398 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN BRICKER & ADAMS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12977 NORTH FORTY DRIVE SUITE 101 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472566918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DULA-KOBUSCH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DULA | BusinessNameControlTxt |
| Phone | 3143698155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 DIELMAN ROAD | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631324307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD KOBUSCH JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9173287171 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | KOBUSCH JR | 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 | D JAY ADAMS | PreparerPersonNm |
| PTIN | P00043608 | PTIN |
| Phone | 3145792445 | 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 | $21,498,204 | 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 | $101,249 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $101,249 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $315,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $315,414 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $402,238 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,537,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $402,238 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $818,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $818,901 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,903 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,903 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,930 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,930 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,697 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,697 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $230,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,330,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,132,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$511,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $675,371 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,810,886 | CashBOYAmt |
| Cash EOY | $532,237 | CashEOYAmt |
| Cash EOYFMV | $532,237 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,196,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $448,343 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $447,902 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,853,883 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,377,639 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,280,306 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,720,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,402,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,987,391 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,143,606 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $982,522 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $897,894 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,470,005 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,352,474 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,725,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,213,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,498,204 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $22,725,163 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,213,534 | 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 | $22,725,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,213,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,725,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,213,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,725,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$511,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,213,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,213,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 113 BLACKROCK INC | 2022-09-27 | $65,318 | $74,995 | -$9,677 | -$9,677 | ||
| 250 CITIGROUP INC | 2022-09-27 | $10,666 | $14,121 | -$3,455 | -$3,455 | 2022-03-23 | |
| 275 GENERAL DYNAMICS CO | 2022-01-27 | $57,513 | $42,957 | $14,556 | $14,556 | 2021-01-27 | |
| 65 HUMANA INC | 2022-06-24 | $29,322 | $26,688 | $2,634 | $2,634 | 2021-08-16 | |
| 600 LAMB WESTON HOLDINGS INC | 2022-09-30 | $46,847 | $37,044 | $9,803 | $9,803 | ||
| 180 LIVANOVA PLC F | 2022-09-27 | $9,028 | $13,774 | -$4,746 | -$4,746 | ||
| 120 META PLATFORMS INC CLASS | 2022-11-09 | $12,404 | $25,720 | -$13,316 | -$13,316 | 2022-03-23 | |
| 710AMERICAN INTL GROUP | 2022-01-27 | $40,058 | $36,752 | $3,306 | $3,306 | ||
| 155 BERKSHIRE HATHAWAY CLASS | 2022-03-23 | $54,135 | $29,284 | $24,851 | $24,851 | ||
| 1,735 CDK GLOBAL INC XXXMANDATO | 2022-07-08 | $95,199 | $88,306 | $6,893 | $6,893 | ||
| 704 CITIGROUP INC | 2022-09-27 | $30,034 | $48,182 | -$18,148 | -$18,148 | 2018-04-06 | |
| 100 CONSTELLATION BRAND CLASS | 2022-02-02 | $23,728 | $16,327 | $7,401 | $7,401 | ||
| 75 CONSTELLATION BRAND CLASS | 2022-05-03 | $18,382 | $9,713 | $8,669 | $8,669 | 2020-03-13 | |
| 195 CONSTELLATION BRAND CLASS | 2022-05-16 | $48,544 | $25,257 | $23,287 | $23,287 | 2020-03-13 | |
| 365 HILTON WORLDWIDE HLD | 2022-02-15 | $57,683 | $25,227 | $32,456 | $32,456 | ||
| 70 HUMANA INC | 2022-03-24 | $30,619 | $26,783 | $3,836 | $3,836 | 2021-02-25 | |
| 55 HUMANA INC | 2022-06-24 | $24,811 | $21,044 | $3,767 | $3,767 | 2021-02-25 | |
| 995KEURIG DR PEPPER INC | 2022-03-24 | $37,001 | $27,970 | $9,031 | $9,031 | 2020-10-06 | |
| 79 LIVANOVA PLC F | 2022-09-27 | $3,962 | $5,257 | -$1,295 | -$1,295 | ||
| 300 META PLATFORMS INC CLASS | 2022-11-09 | $31,011 | $56,392 | -$25,381 | -$25,381 | ||
| 0.90 BLACKROCK ULTRA SHORT TERM B | 2022-09-15 | $45 | $45 | $0 | $0 | 2022-07-11 | |
| 21 BLACKROCK ULTRA SHORT TERM BO | 2022-09-15 | $1,059 | $1,059 | $0 | $0 | ||
| 52 BLACKROCK ULTRA SHORT TERM BO | 2022-09-15 | $2,649 | $2,656 | -$7 | -$7 | ||
| 100 BLACKROCK ULTRA SHORT TERM BO | 2022-09-15 | $5,002 | $5,058 | -$56 | -$56 | 2020-08-24 | |
| 100 BLACKROCK ULTRA SHORT TERM BO | 2022-09-15 | $5,002 | $5,058 | -$56 | -$56 | 2020-08-24 | |
| 146 BLACKROCK ULTRA SHORT TERM BO | 2022-09-15 | $7,303 | $7,385 | -$82 | -$82 | 2020-08-24 | |
| 154 BLACKROCK ULTRA SHORT TERM BO | 2022-09-15 | $7,703 | $7,789 | -$86 | -$86 | 2020-08-24 | |
| 400 BLACKROCK ULTRA SHORT TERM BO | 2022-09-15 | $20,008 | $20,232 | -$224 | -$224 | 2020-08-24 | |
| 400 BLACKROCK ULTRA SHORT TERM BO | 2022-09-15 | $20,008 | $20,232 | -$224 | -$224 | 2020-08-24 | |
| 1,047 BLACKROCK ULTRA SHORT TERM | 2022-09-15 | $52,372 | $52,959 | -$587 | -$587 | 2020-08-24 | |
| 7,603 BLACKROCK ULTRA SHORT TERM | 2022-09-15 | $380,336 | $384,600 | -$4,264 | -$4,264 | ||
| 250,000 BMW BANK NORTH A | 2022-06-29 | $250,000 | $249,265 | $735 | $735 | 2018-06-19 | |
| 250,000 CHEVRON CORP | 2022-09-05 | $250,000 | $249,424 | $576 | $576 | 2018-05-17 | |
| 250,000 CITIBANK, N.A. | 2022-06-06 | $250,000 | $249,515 | $485 | $485 | 2018-05-22 | |
| 55,176 RBB EVERMORE GLOBAL VALUE IN | 2022-09-13 | $595,884 | $785,432 | -$189,548 | -$189,548 | ||
| 250,000 WELLS FARGO & CO | 2022-05-09 | $250,000 | $249,515 | $485 | $485 | 2018-04-25 | |
| 59AMERICAN SOFTWARE CLASS | 2022-01-11 | $1,427 | $847 | $580 | $580 | ||
| 745 ANIKA THERAPEUTICS | 2022-07-07 | $16,594 | $33,882 | -$17,288 | -$17,288 | ||
| 14 AZENTA INC | 2022-12-02 | $871 | $367 | $504 | $504 | 2018-04-06 | |
| 3BANK OF HAWAII CORP | 2022-12-02 | $243 | $246 | -$3 | -$3 | 2018-04-06 | |
| 223GRACO INC | 2022-11-07 | $15,228 | $10,163 | $5,065 | $5,065 | 2018-04-06 | |
| 33HOULIHAN LOKEY INC CLASS | 2022-12-02 | $3,250 | $1,461 | $1,789 | $1,789 | 2018-04-06 | |
| 22JOHN BEAN TECHS CORP | 2022-12-02 | $2,038 | $2,240 | -$202 | -$202 | 2020-08-25 | |
| 8 LANDSTAR SYS INC | 2022-12-02 | $1,384 | $852 | $532 | $532 | 2018-04-06 | |
| 136 MGM GROWTH PPTYS LLC XXXMANDA | 2022-01-11 | $5,272 | $3,428 | $1,844 | $1,844 | 2018-04-06 | |
| 2,485 MGM GROWTH PPTYS LLC XXXMAN | 2022-03-29 | $97,849 | $62,284 | $35,565 | $35,565 | ||
| 159 NTNL BEVERAGE CO | 2022-01-11 | $7,196 | $7,031 | $165 | $165 | 2018-04-06 | |
| 65 R B C BEARINGS INC | 2022-11-14 | $15,890 | $7,886 | $8,004 | $8,004 | 2018-04-06 | |
| 10R B C BEARINGS INC | 2022-12-02 | $2,310 | $1,213 | $1,097 | $1,097 | 2018-04-06 | |
| 11 R L I CORP | 2022-12-02 | $1,437 | $795 | $642 | $642 | 2020-04-22 | |
| 0.83 RENTOKIL INITIAL PLC FSPONSORE | 2022-10-13 | $24 | $38 | -$14 | -$14 | 2020-08-05 | |
| 244 RENTOKIL INITIAL PLC FSPONSORED | 2022-10-19 | $6,863 | $7,400 | -$537 | -$537 | ||
| 1,692 TERMINIX GLOBAL HOLDIXXXMANDA | 2022-10-13 | $58,492 | $44,799 | $13,693 | $13,693 | ||
| 34THOR INDUSTRIES INC | 2022-12-02 | $3,027 | $3,966 | -$939 | -$939 | 2021-02-02 | |
| 31 WD-40 CO | 2022-01-11 | $7,724 | $3,989 | $3,735 | $3,735 | 2018-04-06 | |
| CAPITAL GAINS DIVIDENDS | $466,387 | $466,387 | $466,387 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $402,238 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,454 | 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 | $16,454 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,066 | OverpaymentAmt |
| Applied To ES Tax | $7,066 | 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 | SUSAN KOBUSCH WERNER | IndividualWithBooksNm |
| Phone | 3143698155 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 DIELMAN ROAD | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631324307 | 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN WERNER | ||||||||
| 410 DIELMAN RD | ST LOUIS | MO | 63132 | CO TRUSTEE | 5.00 | $40,000 | $0 | $0 |
| RICHARD KOBUSH | ||||||||
| 8804 SHALON DRIVE | BETHESDA | MD | 20817 | CO TRUSTEE | 5.00 | $40,000 | $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 | $21,900,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,383,378 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,284,121 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,284,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $349,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,934,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,146,743 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,146,743 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,388 | TotalTaxAmt |
| Distributable Before Adj | $1,137,355 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,137,355 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,137,355 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,132,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,132,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,137,355 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $26,054 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,239 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,770 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $88,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,132,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,132,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,355 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,355 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $82,708 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $82,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,699 | ExcessFromYear4Amt |
| Excess From Year3 | $20,239 | ExcessFromYear3Amt |
| Excess From Year2 | $41,770 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARCH GRANTS | |||||||
| 2315 LOCUST STREET STE 2B | ST LOUIS | MO | 63103 | PC | UNRESTRICTED GENERAL SUPPORT | $20,000 | |
| CAMP DUDLEY | |||||||
| 126 DUDLEY ROAD | WESTPORT | NY | 12993 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| AVON OLD FARMS | |||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| CENTER OF CREATIVE ARTS | |||||||
| 524 TRINITY AVE | SAINT LOUIS | MO | 63130 | PC | UNRESTRICTED GENERAL SUPPORT | $117,500 | |
| CITY ACADEMY | |||||||
| 4175 N KINGSHIGHWAY BLVD | SAINT LOUIS | MO | 63115 | PC | UNRESTRICTED GENERAL SUPPORT | $55,000 | |
| EAGLEBROOK SCHOOL | |||||||
| 271 PINE NOOK ROAD | DEERFIELD | MA | 01342 | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| FAIR ST LOUIS FOUNDATION | |||||||
| 301 PROSPECT AVE | SAINT LOUIS | MO | 63110 | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DRIVE | SAINT LOUIS | MO | 63112 | PC | UNRESTRICTED GENERAL SUPPORT | $20,000 | |
| FRIENDS OF BELLEFONTAINE CEMETERY | |||||||
| 4947 W FLORISSANT AVE | ST LOUIS | MO | 63115 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| GOT YOUR SIX SUPPORT DOGS | |||||||
| 1099 F BELTINE RD 200 | COLLINSVILLE | IL | 62234 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| GULLIVER PREP | |||||||
| 6575 N KENDALL DR | PINECREST | FL | 33156 | PC | UNRESTRICTED GENERAL SUPPORT | $127,000 | |
| KIPP ST LOUIS | |||||||
| 1310 PAPIN STREET STE 203 | ST LOUIS | MO | 63103 | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| LITTLE TRAVERSE BAY HUMANE SOCIETY | |||||||
| 1300 W CONWAY ROAD | HARBOR SPRINGS | MI | 49740 | PC | UNRESTRICTED GENERAL SUPPORT | $30,000 | |
| LITTLE TRAVERSE CONSERVANCY INC | |||||||
| 3264 POWELL ROAD | HARBOR SPRINGS | MI | 49740 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| MAKE A WISH SOUTHERN FLORIDA | |||||||
| 4491 S STATE ROAD 7 STE 201 | FORT LAUDERDALE | FL | 33314 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| MARYGROVE | |||||||
| 2705 MULLANPHY ROAD | FLORISSANT | MO | 63031 | PC | UNRESTRICTED GENERAL SUPPORT | $33,000 | |
| MASS GENERAL HOSPITAL FAUSTMAN | |||||||
| BLDG 149 13TH STREET RM 3602 | CHARLESTOWN | MA | 02129 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| MATHEWS DICKEY BOYS & GIRLS CLUB | |||||||
| 4245 N KINGSHIGHWAY BLVD | SAINT LOUIS | MO | 63115 | PC | UNRESTRICTED GENERAL SUPPORT | $17,500 | |
| MCLAREN NORTHERN MICHIGAN | |||||||
| 360 CONNABLE AVE | PETOSKEY | MI | 49770 | PC | UNRESTRICTED GENERAL SUPPORT | $65,000 | |
| MEMORY CARE SOLUTIONS | |||||||
| 4389 W PINE BLVD | SAINT LOUIS | MO | 63108 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | |
| MIAMI CHILDRENS HOSPITAL | |||||||
| 3100 SW 62ND AVE | MIAMI | FL | 33155 | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| MICDS | |||||||
| 101 N WARSON RD | SAINT LOUIS | MO | 63124 | PC | UNRESTRICTED GENERAL SUPPORT | $65,000 | |
| MISSOURI HUMANE SOCIETY | |||||||
| 1201 MACKLIND AVE | SAINT LOUIS | MO | 63110 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | |
| MISSOURI VETERANS ENDEAVOR | |||||||
| 8410 ENGLER PARK CT | SAINT LOUIS | MO | 63114 | PC | UNRESTRICTED GENERAL SUPPORT | $30,000 | |
| MUNICIPAL THEATRE ASSOCIATION OF ST LOUIS | |||||||
| 1 THEATRE DRIVE | SAINT LOUIS | MO | 63112 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| NO MORE TEARS | |||||||
| 6815 BISCAYNE BLVD STE 103-388 | MIAMI | FL | 33138 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | |
| PROJECT INC | |||||||
| 2828 BRANNON AVE | SAINT LOUIS | MO | 63139 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| READY READERS | |||||||
| 10403 BAUR BLVD H | SAINT LOUIS | MO | 63132 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| SALVATION ARMY OF MIAMI | |||||||
| 1907 NW 38TH STREET | MIAMI | FL | 33142 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| SHAKESPEARE IN THE PARK | |||||||
| 6604 FINE ARTS DR | ST LOUIS | MO | 63110 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| SOUTHSIDE EARLY CHILDHOOD CENTER | |||||||
| 2101 S JEFFERSON AVE | SAINT LOUIS | MO | 63104 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| ST LOUIS CHAPTER OF RED CROSS | |||||||
| 10195 CORPORATE SQUARE DRIVE | SAINT LOUIS | MO | 63132 | PC | UNRESTRICTED GENERAL SUPPORT | $30,000 | |
| ST LOUIS CHILDRENS HOSPITAL | |||||||
| 1 CHILDRENS PLACE | SAINT LOUIS | MO | 63110 | PC | UNRESTRICTED GENERAL SUPPORT | $35,000 | |
| ST LOUIS DANCING CLASSROOMS | |||||||
| PO BOX 179171 | SAINT LOUIS | MO | 63117 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| ST LOUIS VARIETY CLUB | |||||||
| 11840 WESTLINE INDUSTRIAL DRIVE STE | SAINT LOUIS | MO | 63146 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | 220 |
| ST LOUIS ZOO ASSOCIATION | |||||||
| GOVERNMENT DRIVE | SAINT LOUIS | MO | 63110 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| ST PHILLIPS EPISCOPAL CHURCH | |||||||
| 1121 ANDALUSIA AVENUE | CORAL GABLES | FL | 33134 | PC | UNRESTRICTED GENERAL SUPPORT | $30,000 | |
| STRAY RESCUE | |||||||
| 2320 PINE STREET | SAINT LOUIS | MO | 63103 | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| TODAY AND TOMORROW EDUCATION FOUNDATION | |||||||
| 20 ARCHBISHOP MAY DRIVE | SAINT LOUIS | MO | 63119 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| CYSTIC FIBROSIS FOUNDTION-SW FLORIDA | |||||||
| 5100 W KENNEDY BLVD STE 195 | TAMPA | FL | 33609 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| THE FOUNDATION FOR BARNES-JEWISH HOSPITAL | |||||||
| 1001 HIGHLANDS DR W STE 140 | SAINT LOUIS | MO | 63110 | PC | UNRESTRICTED GENERAL SUPPORT | $20,000 | |
| HARBOR SPRINGS AREA HISTORICAL SOCIETY | |||||||
| 349 E MAIN STREET | HARBOR SPRINGS | MI | 49740 | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| PATHWAYS TO INDEPENDENCE | |||||||
| 11457 OLDE CABIN ROAD STE 235 | SAINT LOUIS | MO | 63141 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | |
| RED SNEAKERS FOR OAKLEY | |||||||
| 235 POTTER ROAD | WEST PALM BEACH | FL | 33405 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,100,000 | 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 | $101,249 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $315,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $402,238 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $818,901 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $818,901 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,903 | Amt |
| Net Investment Income | $4,903 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $982,522 | EOYBookValueAmt |
| EOYFMV | $897,894 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $16,402,788 | EOYBookValueAmt |
| EOYFMV | $15,987,391 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,123,655 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,117,765 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,253,984 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,162,541 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,470,005 | BookValueAmt |
| EOYFMV | $1,352,474 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $80,930 | Amt |
| Net Investment Income | $80,930 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $55,000 | $0 | $0 |
| FOREIGN TAXES | $9,697 | $9,697 | $0 |
Comments