EC SIMMONS III FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EC SIMMONS III FOUNDATION (EIN 43-6579684)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202521359349102562
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T11:44:20-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430831507 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERS MINKLER HUBER & HELM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 MARKET STREET SUITE 500 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631012501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436579684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EC SIMMONS III FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JANE SIMMONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECSI | BusinessNameControlTxt |
| Phone | 3149938508 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 MARKET STREET SUITE 500 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD C SIMMONS III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3149938508 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN E PREST | PreparerPersonNm |
| PTIN | P01214105 | PTIN |
| Phone | 3146555500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,375,119 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $973,469 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $136,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $400,180 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,498,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,371,530 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,436 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,436 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,511,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,509,179 | 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 | $16,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,816 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,816 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,763 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,664 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,664 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $770,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $770,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $886,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $786,720 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $624,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,408,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $197,679 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,131 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,131 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,014,852 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,311,003 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,283,690 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,019,869 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,320,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,318,249 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $569,083 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $581,899 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $560,049 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,801,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,426,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,375,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,459,307 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,459,307 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$657,824 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$33,039 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,801,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,426,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,801,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,426,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,801,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $624,785 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,426,268 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,426,268 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MORGAN STANLEY #23 (PUBLICLY TRADED SECURITIES) | $17,906 | $1,143 | $16,763 | $16,763 | |
| MORGAN STANLEY #233 (PUBLICLY TRADED SECURITIES) | $312,145 | $319,537 | -$7,392 | -$7,392 | |
| MORGAN STANLEY #233 (PUBLICLY TRADED SECURITIES) | $301,198 | $178,565 | $122,633 | $122,633 | |
| MORGAN STANLEY #233 AMPHENOL CORPORATION | $27 | $5 | $22 | $22 | |
| MORGAN STANLEY #233 NVIDIA CORPORATION | $77 | $1 | $76 | $76 | |
| MORGAN STANLEY #233 PALO ALTO | $55 | $39 | $16 | $16 | |
| MORGAN STANLEY #233 SONY GROUP | $7,000 | $7,003 | -$3 | -$3 | |
| MORGAN STANLEY #234 (PUBLICLY TRADED SECURITIES) | $776,037 | $795,485 | -$19,448 | -$19,448 | |
| MORGAN STANLEY #234 (PUBLICLY TRADED SECURITIES) | $552,235 | $469,224 | $83,011 | $83,011 | |
| MORGAN STANLEY #235 (PUBLICLY TRADED SECURITIES) | $45,105 | $49,868 | -$4,763 | -$4,763 | |
| MORGAN STANLEY #235 (PUBLICLY TRADED SECURITIES) | $198,654 | $213,841 | -$15,187 | -$15,187 | |
| MORGAN STANLEY #235 HITACHI 10 COM NEW ADR | $18 | $9 | $9 | $9 | |
| MORGAN STANLEY #235 MONDI PLC ADR | $32 | $49 | -$17 | -$17 | |
| MORGAN STANLEY #235 SECOM LTD ADR | $2 | $2 | $0 | $0 | |
| MORGAN STANLEY #235 SONY GROUP | $14 | $7 | $7 | $7 | |
| MORGAN STANLEY #236 (PUBLICLY TRADED SECURITIES) | $182,931 | $29,641 | $153,290 | $153,290 | |
| MORGAN STANLEY #236 (PUBLICLY TRADED SECURITIES) | $410,859 | $376,568 | $34,291 | $34,291 | |
| MORGAN STANLEY #236 (PUBLICLY TRADED SECURITIES) | $601,595 | $652,703 | -$51,108 | -$51,108 | |
| MORGAN STANLEY #236 CINTAS GROUP | $13 | $8 | $5 | $5 | |
| MORGAN STANLEY #236 TRACTOR SUPPLY CO | $15 | $14 | $1 | $1 | |
| MORGAN STANLEY #237 (PUBLICLY TRADED SECURITIES) | $306,414 | $310,413 | -$3,999 | -$3,999 | |
| MORGAN STANLEY #238 (PUBLICLY TRADED SECURITIES) | $596,735 | $595,209 | $1,526 | $1,526 | |
| MORGAN STANLEY #238 (PUBLICLY TRADED SECURITIES) | $26,245 | $26,528 | -$283 | -$283 | |
| MORGAN STANLEY #368 (PUBLICLY TRADED SECURITIES) | $944,597 | $664 | $943,933 | $943,933 | |
| MORGAN STANLEY #846 (PUBLICLY TRADED SECURITIES) | $391,896 | $306,575 | $85,321 | $85,321 | |
| MORGAN STANLEY #846 (PUBLICLY TRADED SECURITIES) | $14,432 | $1,162 | $13,270 | $13,270 | |
| MORGAN STANLEY #846 (PUBLICLY TRADED SECURITIES) | $812,406 | $792,999 | $19,407 | $19,407 | |
| CAPITAL GAINS DIVIDENDS | $149 | $149 | $149 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,371,530 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,703 | 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 | $7,703 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,881 | TaxDueAmt |
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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ERIN E PREST CPA | IndividualWithBooksNm |
| Phone | 3146555500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 MARKET STREET SUITE 500 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631012501 | 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 |
|---|---|---|---|---|---|---|---|---|
| JANE HOLLO SIMMONS | ||||||||
| 800 MARKET STREET SUITE 500 | ST LOUIS | MO | 63101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDWARD C SIMMONS III | ||||||||
| 800 MARKET STREET SUITE 500 | ST LOUIS | MO | 63101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SALLY CURBY JOHNSTON | ||||||||
| 800 MARKET STREET SUITE 500 | ST LOUIS | MO | 63101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN E CURBY JR | ||||||||
| 800 MARKET STREET SUITE 500 | ST LOUIS | MO | 63101 | 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 | $8,624,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,624,483 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,624,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,495,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $424,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $424,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,584 | TotalTaxAmt |
| Distributable Before Adj | $405,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $405,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $405,172 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $786,720 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $786,720 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $405,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $225,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,236 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $229,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $677,864 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $786,720 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $405,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $381,548 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,059,412 | 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 | $1,059,412 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $225,518 | ExcessFromYear4Amt |
| Excess From Year3 | $84,130 | ExcessFromYear3Amt |
| Excess From Year2 | $138,236 | ExcessFromYear2Amt |
| Excess From Year1 | $229,980 | ExcessFromYear1Amt |
| Excess From Current Year | $381,548 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD C SIMMONS III | ContributingManagerNm |
| 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 | ST LOUIS COMMUNITY FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 OAK KNOLL PARK | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING FUNDS | GrantOrContributionPurposeTxt |
| Amt | $770,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $770,000 | 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 | $136,213 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $400,180 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $537,829 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $537,829 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD C SIMMONS III | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 MARKET STREET SUITE 500 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $973,469 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,575 SHS TEXAS INSTRUMENTS | NoncashPropertyDesc |
| Fair Market Value | $973,469 | FairMarketValueAmt |
| Received | 2024-11-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,270 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,720 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MARKETABLE CORPORATE BONDS HELD BY MORGAN STANLEY | BondNm |
| EOY Book Value | $581,899 | EOYBookValueAmt |
| EOYFMV | $560,049 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE COMMON STOCKS & MUTUAL FUNDS HELD BY MORGAN STANLEY | StockNm |
| EOY Book Value | $4,320,235 | EOYBookValueAmt |
| EOYFMV | $7,318,249 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,311,003 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,283,690 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $2,664 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,664 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM MORGAN STANLEY ACCOUNTS | Desc |
| Revenue And Expenses Per Books | $1,436 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,436 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,436 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & ADVISORY FEES PAID BY MORGAN STANLEY | CategoryTxt |
| Amt | $93,816 | Amt |
| Net Investment Income | $93,816 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAX | CategoryTxt |
| Amt | $3,763 | Amt |
| Net Investment Income | $3,763 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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