BETA

LEO DREY PIONEER FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LEO DREY PIONEER FOUNDATION (EIN 32-6059193)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-10-03
IRS object ID
202202769349100325
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-03T16:36:13-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431870213PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILHELM & WILHELM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17777 BONHOMME AVE 2001AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631051946ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN326059193EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEO DREY PIONEER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEODBusinessNameControlTxt
Phone3143458124PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 S BRENTWOOD BLVD STE 200AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631441440ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES A LOWENHAUPTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3144362667PhoneNum
Signature2022-09-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastLOWENHAUPTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMIRIAM G WILHELMPreparerPersonNm
PTINP01263356PTIN
Phone3147271155PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,894,430FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$52,988DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,988DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$248,914NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$900,259GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$248,914CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$522OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$522OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$302,424TotalRevAndExpnssAmt
Total Net Invst Incm$302,424TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,654LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$46,543OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$46,543OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$507TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,197TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50,800TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$205,605ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$205,605ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$265,802TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50,800TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$205,605TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,622ExcessRevenueOverExpensesAmt
Net Investment Income$251,624NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$1CashBOYAmt
Sav And Temp Cash Invst BOY$367,848SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$555,800SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$555,800SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,330,692CorporateStockBOYAmt
Corporate Stock EOY$2,175,761CorporateStockEOYAmt
Corporate Stock EOYFMV$3,330,870CorporateStockEOYFMVAmt
Other Assets BOY$4,160OtherAssetsBOYAmt
Other Assets EOY$7,760OtherAssetsEOYAmt
Other Assets EOYFMV$7,760OtherAssetsEOYFMVAmt
Total Assets BOY$2,702,699TotalAssetsBOYAmt
Total Assets EOY$2,739,321TotalAssetsEOYAmt
Total Assets EOYFMV$3,894,430TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,702,699RetainedEarningBOYAmt
Retained Earning EOY$2,739,321RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,702,699TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,739,321TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,702,699TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,739,321TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,702,699TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,622ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,739,321SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,739,321TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (209 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BROOKFIELD ASSET MGMT REINS - 0.4483 SHSP2021-07-29$24$23$1$1
COOPER COS - 19 SHSP2021-07-16$7,704$4,505$3,199$3,199
INTERCONTINENTAL EXCHANGE - 73 SHSP2021-07-20$8,628$4,821$3,807$3,807
TELADOC - 42 SHSP2021-07-16$6,269$5,215$1,054$1,054
TEXAS INSTRUMENTS - 166 SHSP2021-07-26$30,541$20,899$9,642$9,642
TELADOCP2021-07-16$282-$282-$282
DOLLAR TREE - 33 SHSP2021-08-13$3,374$1,333$2,041$2,041
EPAM SYSTEMS - 10 SHSP2021-08-27$6,211$333$5,878$5,878
JAZZ PHARMACEUTICALSP2021-08-13$3,591$3,949-$358-$358
KANSAS CITY SOUTHERNP2021-08-13$6,112$1,893$4,219$4,219
DAIKIN INDUSTRIES UNSPON - 47 SHSP2021-09-07$1,183$1,036$147$147
ICON PLC - 4 SHSP2021-09-07$1,035$828$207$207
BLACKSTONE GROUP INC - 76 SHSP2021-09-20$10,197$3,888$6,309$6,309
CIGNA CORP - 51 SHSP2021-09-20$10,434$7,024$3,410$3,410
FIVERR INTERNATIONAL - 27 SHSP2021-09-17$5,053$7,314-$2,261-$2,261
ICON PLC - 5 SHSP2021-10-08$1,307$1,035$272$272
LVMH MOET HENNESSY - 9 SHSP2021-10-08$1,295$1,165$130$130
VITESCO TECHNOLOGIES - 45 SHSP2021-10-06$487$790-$303-$303
VITESCO TECHNOLOGIES - 0.3 SHSP2021-10-18$3$5-$2-$2
CLARIVATE PLC - 196 SHSP2021-10-22$4,356$5,953-$1,597-$1,597
CLARIVATE - 30 SHSP2021-10-22$668$730-$62-$62
CLARIVATE - 167 SHSP2021-10-25$3,727$4,062-$335-$335
DOLLAR TREEP2021-10-01$2,346$2,346$2,346
DOLLAR TREEP2021-10-01$4,766$3,313$1,453$1,453
EURONET WORLDWIDE - 39 SHSP2021-11-02$4,421$5,816-$1,395-$1,395
SPLUNK INC - 54 SHSP2021-10-13$8,236$10,005-$1,769-$1,769
CIGNA CORP - 76 SHSP2021-11-08$16,185$10,466$5,719$5,719
COMCAST CORP - 329 SHSP2021-11-08$17,262$3,674$13,588$13,588
EXACT SCIENCES CORPP2021-11-19$552-$552-$552
EXACT SCIENCES CORPP2021-11-19$11,212$7,353$3,859$3,859
REGAL BELOIT CORP - 0.4708 SHSP2021-11-03$76$29$47$47
COUPANG INC - 89 SHSP2021-12-06$2,264$3,650-$1,386-$1,386
LAS VEGAS SANDS - 61 SHSP2021-12-17$2,179$3,429-$1,250-$1,250
AMERICAN WATER WORKS CO - 68 SHSP2021-12-21$12,569$8,961$3,608$3,608
BLACKSTONE GROUP INC - 87 SHSP2021-12-17$11,017$4,420$6,597$6,597
EVERBRIDGE INC - 61 SHSP2021-12-17$3,948$8,930-$4,982-$4,982
HOME DEPOT - 27 SHSP2021-12-17$10,935$2,056$8,879$8,879
WIX COMP2021-12-21$1,296-$1,296-$1,296
WIX COMP2021-12-21$6,474$8,852-$2,378-$2,378
ZOETIS INC - 48 SHSP2021-12-17$11,016$7,961$3,055$3,055
ASML HOLDING NV NY REG SHS - 3 SHSP2022-01-14$2,239$1,702$537$537
DAIKIN INDUSTRIES UNSPON - 49 SHSP2022-01-14$1,127$1,080$47$47
DIAGEO PLC - 5 SHSP2022-01-14$1,047$826$221$221
LVMH MOET HENNESSY - 5 SHSP2022-01-14$813$647$166$166
NIDEC CORP - 28 SHSP2022-01-14$772$971-$199-$199
SEVEN & I HLDGS - 154 SHSP2022-01-14$3,378$3,131$247$247
CHURCH & DWIGHT - 38 SHSP2022-01-21$3,938$1,146$2,792$2,792
ECOLAB INC - 130 SHSP2022-01-31$23,877$20,177$3,700$3,700
EPAM SYSTEMS - 9 SHSP2022-01-21$4,536$289$4,247$4,247
BOOKING HOLDINGS - 7 SHSP2022-03-01$15,919$16,862-$943-$943
JP MORGAN CHASE - 138 SHSP2022-03-01$20,417$6,047$14,370$14,370
GOOD RX HOLDINGS INCP2022-03-15$5,398-$5,398-$5,398
GOOD RX HOLDINGS INCP2022-03-15$4,401$7,157-$2,756-$2,756
SKYWORKS SOLUTIONS - 55 SHSP2022-03-04$7,518$1,313$6,205$6,205
BHP BILITON LIMITED - 36 SHSP2022-03-25$2,583$2,522$61$61
CHUBB LIMITED - 5 SHSP2022-03-25$1,065$825$240$240
EQUINOR ASA SPONP2022-03-25$1,202$647$555$555
TEMENOS AG SP ADRP2022-03-08$1,676$2,454-$778-$778
ADP - 50 SHSP2022-04-20$11,375$1,800$9,575$9,575
AUTOZONE INC - 2 SHSP2022-05-03$3,948$760$3,188$3,188
CHEWY INC - 74 SHSP2022-05-03$2,177$5,174-$2,997-$2,997
COSTCO WHSL - 27 SHSP2022-04-07$15,559$8,888$6,671$6,671
PTC INC - 27 SHSP2022-04-18$2,749$1,273$1,476$1,476
EDWARDS LIFESCIENCES - 55 SHSP2022-05-05$5,824$1,600$4,224$4,224
HARDING LOEVNER INS EMERGING MKT FUNDP2022-05-24$5,000$4,757$243$243
MEDTRONIC PLCP2022-06-01$30,233$23,382$6,851$6,851
T MOBILEP2022-05-26$10,136$6,399$3,737$3,737
ABBOTT LABS - 39 SHSP2022-06-23$4,077$4,192-$115-$115
ADOBE INC - 10 SHSP2022-06-23$3,673$1,878$1,795$1,795
ALIGN TECHNOLOGY - 5 SHSP2022-06-23$1,160$1,160$0$0
ALNYLAM PHARM - 8 SHSP2022-06-23$1,121$1,372-$251-$251
ALPHABET INC - 9 SHSP2022-06-23$20,170$19,863$307$307
AMAZON COM - 133 SHSP2022-06-23$14,473$2,028$12,445$12,445
AMERICAN TOWER CORP - 11 SHSP2022-06-23$2,719$1,547$1,172$1,172
AMERICAN WATER WORKS CO - 12 SHSP2022-06-23$1,612$1,575$37$37
AMERIPRISE FINL - 8 SHSP2022-06-23$1,929$1,181$748$748
AMETEK - 11 SHSP2022-06-23$1,190$1,382-$192-$192
AMPHENOL CORP - 29 SHSP2022-06-23$1,831$1,434$397$397
ANALOG DEVICES - 27 SHSP2022-06-23$4,015$2,315$1,700$1,700
ANSYS INC - 6 SHSP2022-06-23$1,431$843$588$588
APPLE INC - 74 SHSP2022-06-23$10,052$850$9,202$9,202
APTIV PLCP2022-06-23$1,002$1,057-$55-$55
ASHLAND GLOBAL HOLDINGSP2022-06-23$681$514$167$167
ASTRAZENECA PLCP2022-06-23$6,334$5,620$714$714
AUTODESK INCP2022-06-23$6,785$4,095$2,690$2,690
AUTOMATIC DATA PROCESSINGP2022-06-23$2,472$432$2,040$2,040
AUTOZONE INC - 2 SHSP2022-06-23$4,034$760$3,274$3,274
AVALARA INCP2022-06-23$356$531-$175-$175
AVANTOR INCP2022-06-23$1,830$1,336$494$494
AZEK COP2022-06-23$332$857-$525-$525
BERRY GLOBAL GROUPP2022-06-23$937$306$631$631
BLACKROCK INCP2022-06-23$2,437$968$1,469$1,469
BLACKSTONE GROUP INC - 58 SHSP2022-06-23$5,327$2,685$2,642$2,642
BOOKING HOLDINGSP2022-06-23$3,864$4,600-$736-$736
CADENCE DESIGN SYSP2022-06-23$2,384$1,465$919$919
CATALENT INCP2022-06-23$1,674$1,648$26$26
CDW CORPP2022-06-23$1,591$1,645-$54-$54
CHARLES RIVER LABORATORIESP2022-06-23$1,253$1,030$223$223
CHEVRON CORPP2022-06-23$3,558$2,885$673$673
CHIPOLTE MEXICAN GRILLP2022-06-23$1,260$1,362-$102-$102
CHURCH & DWIGHT - 8 SHSP2022-06-23$685$241$444$444
CINTAS CORPP2022-06-23$713$517$196$196
CISCO SYSTEMSP2022-06-23$5,290$4,112$1,178$1,178
CME GROUPP2022-06-23$2,694$2,657$37$37
CONOCOPHILLIPSP2022-06-23$1,672$1,695-$23-$23
COSTAR GROUPP2022-06-23$903$864$39$39
COSTCO WHSL - 7 SHSP2022-06-23$3,240$2,304$936$936
CROWN HOLDINGSP2022-06-23$1,391$689$702$702
DR HORTON INCP2022-06-22$6,419$9,019-$2,600-$2,600
DR HORTON INCP2022-06-21$9,679$14,906-$5,227-$5,227
DANAHER CORPP2022-06-23$6,122$786$5,336$5,336
DIAMONDBACK ENERGY INCP2022-06-23$1,975$2,006-$31-$31
DOLLAR GENERALP2022-06-23$5,707$2,759$2,948$2,948
DOMINOES PIZZAP2022-06-23$1,162$868$294$294
DYNATRACE INCP2022-06-23$883$924-$41-$41
EDWARDS LIFESCIENCES - 29 SHSP2022-06-23$2,793$715$2,078$2,078
ENCOMPASS HEALTH CORPP2022-06-10$4,527$2,068$2,459$2,459
ENCOMPASS HEALTH CORPP2022-06-13$5,118$2,132$2,986$2,986
ENPHASE ENERGYP2022-06-23$1,951$1,535$416$416
ENTEGRIS INCP2022-06-23$1,332$1,453-$121-$121
EPAM SYSTEMSP2022-06-23$1,832$193$1,639$1,639
FMC CORPP2022-06-23$1,308$605$703$703
FIDELITY NATIONAL INFO SERVP2022-06-23$3,613$1,048$2,565$2,565
FISERV INCP2022-06-23$3,305$431$2,874$2,874
FIVE BELOWP2022-06-23$946$1,456-$510-$510
FLEETCOR TECHP2022-06-23$1,291$992$299$299
FLOOR DECOR HOLDINGSP2022-06-23$787$1,243-$456-$456
GENPACT LIMITEDP2022-06-23$885$802$83$83
GLOBAL PAYMENTS INCP2022-06-23$1,562$1,208$354$354
HOME DEPOT - 22 SHSP2022-06-23$5,908$6,209-$301-$301
HONEYWELL INTERNATIONALP2022-06-23$6,833$5,313$1,520$1,520
HOWMET AEROSPACE INCP2022-06-23$1,016$1,016$0$0
HUBBELL INCP2022-06-23$868$527$341$341
HUMANA INCP2022-06-23$1,356$218$1,138$1,138
IAA SPINCO INCP2022-06-23$617$721-$104-$104
ICON PLC - 6 SHSP2022-06-23$1,236$1,236$0$0
IDEX CORPP2022-06-23$1,232$1,543-$311-$311
INGERSOLL RAND INCP2022-06-23$1,135$1,284-$149-$149
INTERCONTINENTAL EXCHANGE - 29 SHSP2022-06-23$2,698$1,915$783$783
IQVIA HOLDINGS - 16 SHSP2022-06-23$3,178$3,824-$646-$646
JP MORGAN CHASE - 30 SHSP2022-06-23$3,459$1,299$2,160$2,160
JAZZ PHARMACEUTICALSP2022-06-10$5,666$5,962-$296-$296
KEYSIGHT TECHNOLOGIESP2022-06-23$1,782$1,173$609$609
KLA CORPP2022-06-23$1,314$1,158$156$156
LIBERTY BROADBANDP2022-06-23$434$492-$58-$58
LINDE PLCP2022-06-23$5,661$3,106$2,555$2,555
LIVENT CORPP2022-06-23$766$417$349$349
MARRIOTT INTLP2022-06-23$1,295$1,501-$206-$206
MARTIN MARIETTA MATIS INCP2022-06-23$3,013$3,772-$759-$759
MARVELL TECHNOLOGY INCP2022-06-23$1,418$1,028$390$390
MARVELL TECHNOLOGY INCP2022-06-30$3,888$1,927$1,961$1,961
MASCO CORPP2022-06-23$852$687$165$165
MICROCHIP TECHNOLOGY INCP2022-06-23$2,014$539$1,475$1,475
MICROSOFT CORPP2022-06-23$21,028$12,682$8,346$8,346
MONDELEZ INTLP2022-06-23$3,152$2,696$456$456
MONSTER BEVERAGE CORPP2022-06-23$1,263$237$1,026$1,026
MSCI INCP2022-06-23$1,594$332$1,262$1,262
NEXTERA ENERGY INCP2022-06-23$7,600$7,590$10$10
ON SEMICONDUCTOR CORPP2022-06-23$1,098$1,297-$199-$199
OSHKOSH CORPP2022-06-23$582$644-$62-$62
OTIS WORLDWIDE CORPP2022-06-23$3,832$3,640$192$192
PNC FINANCIAL SERVICES GROUPP2022-06-23$4,519$3,656$863$863
PALO ALTO NETWORKS INCP2022-06-23$2,984$2,992-$8-$8
PENTAIR PLCP2022-06-23$353$312$41$41
PEPSICO INCP2022-06-23$3,674$1,806$1,868$1,868
PIONEER NATURAL RESOURCES COP2022-06-23$6,560$4,741$1,819$1,819
PLANET FITNESS INCP2022-06-23$1,049$1,385-$336-$336
PTC INCP2022-06-23$1,591$638$953$953
PTC INCP2022-06-30$10,116$4,038$6,078$6,078
QUALCOMM INCP2022-06-23$3,868$1,793$2,075$2,075
RAYTHEON TECH CORPP2022-06-23$6,969$5,539$1,430$1,430
REGAL BELOIT CORP - 7 SHSP2022-06-23$776$637$139$139
RESMED INCP2022-06-23$1,607$1,430$177$177
ROPER TECHNOLOGIES INCP2022-06-23$5,328$5,583-$255-$255
ROSS STORES INCP2022-06-23$747$296$451$451
SP GLOBAL INCP2022-06-23$5,116$5,431-$315-$315
SALESFORCE INCP2022-06-23$6,203$8,975-$2,772-$2,772
SBA COMMUNICATIONS CORPP2022-06-23$2,420$815$1,605$1,605
SCHWAB CHARLES CORPP2022-06-23$5,830$4,298$1,532$1,532
SMARTSHEET INCP2022-06-21$4,808$9,272-$4,464-$4,464
SPROUTS FARMERS MARKET INCP2022-06-23$753$666$87$87
STANLEY BLACK DECKER INCP2022-06-23$2,764$5,193-$2,429-$2,429
STRYKER CORPP2022-06-23$2,536$1,832$704$704
SVB FINANCIAL GROUPP2022-06-23$2,022$3,055-$1,033-$1,033
SYNOPSYS INCP2022-06-23$2,119$1,404$715$715
T MOBILEP2022-06-23$6,312$2,995$3,317$3,317
TANDEM DIABETES CARE INCP2022-06-23$520$883-$363-$363
TE CONNECTIVITY LTDP2022-06-23$4,102$4,741-$639-$639
TELEFLEX INCP2022-06-23$744$810-$66-$66
THERMO FISHER SCIENTIFIC INCP2022-06-23$5,150$1,366$3,784$3,784
TJX COMPANIES INCP2022-06-23$2,122$1,819$303$303
TRACTOR SUPPLY COMPANYP2022-06-23$1,758$1,194$564$564
TRANSUNIONP2022-06-23$1,153$660$493$493
TWILIO INCP2022-06-23$519$1,717-$1,198-$1,198
ULTA BEAUTY INCP2022-06-23$1,199$1,199$0$0
UNION PACIFIC CORPP2022-06-23$4,411$3,394$1,017$1,017
UNITED HEALTH GROUP INCP2022-06-23$10,058$5,132$4,926$4,926
US BANCORPP2022-06-23$4,200$4,637-$437-$437
US FOODS HOLDING CORPP2022-06-23$600$847-$247-$247
VARONIS SYSTEMS INCP2022-06-21$4,873$9,042-$4,169-$4,169
VARONIS SYSTEMS INCP2022-06-22$3,996$6,337-$2,341-$2,341
VEEVA SYSTEMS INCP2022-06-23$1,122$1,153-$31-$31
VISA INCP2022-06-23$10,140$10,230-$90-$90
WALT DISNEY COP2022-06-23$3,188$4,503-$1,315-$1,315
WASTE CONNECTIONS INCP2022-06-23$586$579$7$7
WESTERN ALLIANCE BANCORPP2022-06-23$1,190$1,916-$726-$726
ZOETIS INCP2022-06-23$3,390$3,254$136$136
ZURN ELKAY WATER SOLUTIONSP2022-06-23$648$448$200$200
CAPITAL GAINS DIVIDENDSP$27,815$27,815$27,815
FieldValueIRS element (for citing)
Capital Gain Net Income$248,914CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,498InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,498SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,498TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,760EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,760TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,262OverpaymentAmt
Applied To ES Tax$4,262AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLES A LOWENHAUPTIndividualWithBooksNm
Phone3143458123PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11401 S BRENTWOOD SUITE 200AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631441440ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES A LOWENHAUPT
1401 S BRENTWOOD BLVDST LOUISMO63144TRUSTEE1.00$0$0$0
JOHN A KAREL
299 SERAPHIN STREETSTE GENEVIEVEMO63670TRUSTEE1.00$0$0$0
CAROLYN OHLSEN
1401 S BRENTWOOD BLVDST LOUISMO63144TRUSTEE1.00$0$0$0
LEONARD DREY
240 LINDEN AVENUEST LOUISMO63105TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,367,036AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$380,544AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,747,580TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,747,580AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,214CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,676,366NetVlNoncharitableAssetsAmt
Minimum Investment Return$233,818MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$233,818MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,498TaxBasedOnInvestmentIncomeAmt
Total Tax$3,498TotalTaxAmt
Distributable Before Adj$230,320DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$230,320DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$230,320DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$205,605ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$205,605QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$230,320DistributableAsAdjustedAmt
Undistributed Income PY$205,605UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$205,605QualifyingDistributionsAmt
Applied To Year1$205,605AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$230,320UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAD FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1725 KINGSLAND AVENU SUITE 100AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63130ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501C3RecipientFoundationStatusTxt
Grant Or Contribution PurposeCONSERVATION AND EDUCATION ON THE MO OZARK REGIONGrantOrContributionPurposeTxt
Amt$205,605Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$205,605TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,988ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$522ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$248,914ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$302,424ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$302,424TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING SERVICESCategoryTxt
Amt$3,750Amt
Net Investment Income$3,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$2,175,761EOYBookValueAmt
EOYFMV$3,330,870EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,654LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXESDesc
BOY Book Value$4,160BOYBookValueAmt
EOY Book Value$7,760EOYBookValueAmt
EOYFMV$7,760EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$522RevenueAndExpensesPerBooksAmt
Net Investment Income$522NetInvestmentIncomeAmt
Adjusted Net Income$522AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES - US TRUST$4,059$4,059$0
INVESTMENT FEES - JP MORGAN CHASE$11,055$11,055$0
FAMILY OFFICE FEES$31,429$31,429$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$7,743$0$0
FOREIGN TAXES$507$507$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.