WEBSTER-MACLEAN FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WEBSTER-MACLEAN FOUNDATION (EIN 81-3757147)
Tax period
2019-01-01 to 2019-12-31
Filed
2022-10-18
IRS object ID
202222919349100112
Schema version
2019v5.2
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)
Return2022-10-18T11:28:15-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431215065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABELES AND HOFFMAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19666 OLIVE BLVD SUITE 625AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63132ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813757147EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEBSTER-MACLEAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O LYNNE JOHNSONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWEBSBusinessNameControlTxt
Phone6365323746PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115125 CONWAY ROADAddressLine1Txt
CityCHESTERFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT JOHNSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6365323746PhoneNum
Signature2022-10-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN D REPPY CPAPreparerPersonNm
PTINP00856338PTIN
Phone3149914770PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$387,816FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$111,389ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,659DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,630DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,918NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$261,651GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,918CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,763OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$136,729TotalRevAndExpnssAmt
Total Net Invst Incm$19,548TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$3,170TaxesRevAndExpnssAmt
Taxes Net Invst Incm$122TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,783OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,783OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,953TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,905TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,953TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,905TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$16,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$113,776ExcessRevenueOverExpensesAmt
Net Investment Income$15,643NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,599CashBOYAmt
Cash EOY$8,329CashEOYAmt
Cash EOYFMV$8,329CashEOYFMVAmt
Acct Rcvbl BOY$30AcctRcvblBOYAmt
Corporate Stock BOY$152,116CorporateStockBOYAmt
Corporate Stock EOY$250,397CorporateStockEOYAmt
Corporate Stock EOYFMV$279,184CorporateStockEOYFMVAmt
Corporate Bonds BOY$66,100CorporateBondsBOYAmt
Corporate Bonds EOY$100,015CorporateBondsEOYAmt
Corporate Bonds EOYFMV$100,303CorporateBondsEOYFMVAmt
Other Investments BOY$6,191OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$245,036TotalAssetsBOYAmt
Total Assets EOY$358,741TotalAssetsEOYAmt
Total Assets EOYFMV$387,816TotalAssetsEOYFMVAmt
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$245,036RetainedEarningBOYAmt
Retained Earning EOY$358,741RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$245,036TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$358,741TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$245,036TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$358,741TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$245,036TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$113,776ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$358,812SubtotalAmt
Other Decreases$71OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$358,741TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BAIRD AGGREGATE BOND FUND - 6,167.364 SH2017-08-302019-11-08$68,828$66,100$2,728$2,728
COLUMBIA DIVIDEND INCOME FUND - 2,330.666 SH2017-08-302019-11-08$55,773$49,000$6,773$6,773
HARDING LOEVNER FDS INC INTL EQUITY PORT - 755.385 SH2017-08-302019-11-08$17,548$16,500$1,048$1,048
VANGUARD REAL ESTATE ETF - 75 SH2017-08-302019-11-08$6,856$6,125$731$731
S&P GLOBAL INC - 440 SH2019-11-062019-11-08$112,646$111,008$1,638$1,638
FieldValueIRS element (for citing)
Capital Gain Net Income$12,918CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,089AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$196,967NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061376DistributionYr1Rt
Adjusted Qlfy Distri Yr2$88AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$141,803NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000621DistributionYr2Rt
Total Distribution0.061997TotalDistributionRt
Average Distribution0.030999AverageDistributionRt
Net Vl Noncharitable Assets$292,532NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,068AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$156NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,224AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$156InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$156SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,690EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,690TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,534OverpaymentAmt
Applied To ES Tax$5,429AppliedToESTaxAmt
Refund$1,105RefundAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSCOTT JOHNSONIndividualWithBooksNm
Phone6365323746PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115125 CONWAY RDAddressLine1Txt
CityCHESTERFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT JOHNSON
15125 CONWAY ROADCHESTERFIELDMO63017DIRECTOR0.00$0$0$0
LYNNE JOHNSON
15125 CONWAY ROADCHESTERFIELDMO63017DIRECTOR0.00$0$0$0
CATHERINE JOHNSON STAHR
2217 CLEEK CTST LOUISMO63131DIRECTOR0.00$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$282,523AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,464AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$296,987TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$296,987AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,455CashDeemedCharitableAmt
Net Vl Noncharitable Assets$292,532NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,627MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,627MinimumInvestmentReturnAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Total Tax$156TotalTaxAmt
Distributable Before Adj$14,471DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$14,471DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$14,471DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$156PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$15,844AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,471DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$329ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$329TotalExcessDistributionCyovAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,471AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,529RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,858TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,858ExcessDistriCyovToNextYrAmt
Excess From Year1$329ExcessFromYear1Amt
Excess From Current Year$1,529ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSCOTT JOHNSONContributingManagerNm
Contributing ManagerLYNNE JOHNSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SALVATION ARMY
PO BOX 21787ST LOUISMO63109N/APUBLIC CHARITYHELPING PEOPLE FACING HUNGER, HOMELESSNESS AND ABUSE$15,000
RONALD MCDONALD HOUSE HARITIES OF ST LOUIS
3450 PARK AVENUEST LOUISMO63104N/APUBLIC CHARITYPROVIDE HOUSING FOR FAMILIES OF SERIOUSLY ILL CHILDREN$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,659ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,918ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
Desc2017 IRS TAX REFUNDDesc
Exclusion01ExclusionCd
Exclusion$5,763ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$25,340ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,340TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTT AND LYNNE JOHNSON CHARITABLE LEAD TRUST DATED 61616BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 0634AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53201ZIPCd
FieldValueIRS element (for citing)
Total Contributions$111,389TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property440 SHARES OF S P GLOBAL INCNoncashPropertyDesc
Fair Market Value$111,008FairMarketValueAmt
Received2019-11-06ReceivedDt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierCAPITAL GAINS AND LOSSESIdentifierTxt
Form And Line Reference990-PF, PART IVFormAndLineReferenceDesc
Medium ExplanationTHE COST BASIS FOR S&P GLOBAL INC - 440 SHARES IS INCREASED FROM $546 TO $111,008 DUE TO THE 2019 AMENDED RETURN FILING BY THE CONTRIBUTOR NAMED ON SCHEDULE B TO REPORT THE GAIN ON DISTRIBUTION OF THE APPRECIATED STOCK TO CHARITY.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS IN FIXED INCOME SECURITIESBondNm
EOY Book Value$100,015EOYBookValueAmt
EOYFMV$100,303EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS IN EQUITY SECURITIESStockNm
EOY Book Value$250,397EOYBookValueAmt
EOYFMV$279,184EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
INVESTMENT BASIS DECREASE$66
DIVIDEND INCOME NOT RECORDED IN BOOKS$5

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Revenue And Expenses Per Books$3,783RevenueAndExpensesPerBooksAmt
Net Investment Income$3,783NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Desc2017 IRS TAX REFUNDDesc
Revenue And Expenses Per Books$5,763RevenueAndExpensesPerBooksAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
SCOTT AND LYNNE JOHNSON
15125 CONWAY ROADCHESTERFIELDMO63017
SCOTT AND LYNNE JOHNSON CHARITABLE LEAD TRUST DATED 6162016
PO BOX 0634MILWAUKEEWI53201

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$122$122$0$0
2017 BALANCE DUE$3,048$0$0$0

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