THE CHARLESS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE CHARLESS FOUNDATION (EIN 43-0666753)
Tax period
2019-11-01 to 2020-10-31
Filed
2021-08-25
IRS object ID
202102379349100015
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-25T13:09:22-05:00ReturnTs
Tax Period End2020-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431533361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MADDOCKHENSON PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15353 S LINDBERGH BLVD STE 200AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631263520ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN430666753EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHARLESS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone3148948400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15353 SOUTH LINDBERGH SUITE 200AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63126ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID STREETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3144814840PhoneNum
Signature2021-08-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN M HENSONPreparerPersonNm
PTINP00546132PTIN
Phone3148948400PhoneNum
Preparation2021-08-23PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$140InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$140InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,260NetGainSaleAstRevAndExpnssAmt
Other Income Rev And Expnss$232OtherIncomeRevAndExpnssAmt
Total Rev And Expnss-$888TotalRevAndExpnssAmt
Total Net Invst Incm$140TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$967AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$967TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,681ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,681ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,648TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$85,681TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$87,536ExcessRevenueOverExpensesAmt
Net Investment Income$140NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$86,309SavAndTempCashInvstBOYAmt
Other Assets BOY$1,260OtherAssetsBOYAmt
Total Assets BOY$87,569TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Other Liabilities BOY$33OtherLiabilitiesBOYAmt
Total Liabilities BOY$33TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$87,536NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$87,536TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$87,569TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$87,536TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$87,536ExcessRevenueOverExpensesAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$85,792NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2$90,096NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$6,791,881AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,527,050NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.500288DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$8,397,517NetVlNoncharitableAssetsYr4Amt
Net Vl Noncharitable Assets Yr5$8,200,128NetVlNoncharitableAssetsYr5Amt
Total Distribution1.500288TotalDistributionRt
Average Distribution1.500288AverageDistributionRt
Net Vl Noncharitable Assets$1,013NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,520AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,521AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$85,681QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Tax Due$1TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.GUIDESTAR.ORGWebsiteAddressTxt
Individual With BooksMADDOCKHENSON PCIndividualWithBooksNm
Phone3148948400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15353 SOUTH LINDBERGH STE 200AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63126ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL GASKIN
11 ST ANDREWS DRST LOUISMO63124DIRECTOR000.00$0$0$0
BETSY PHELAN
6 TOWN AND COUNTRY DRST LOUISMO63124DIRECTOR000.00$0$0$0
STACEY MCKINNEY
23 BROOKMILL LANEST LOUISMO63017SECRETARY/TR000.00$0$0$0
SUE MOORE
7 LINDWORTH LANEST LOUISMO63124DIRECTOR000.00$0$0$0
SALLY LILLY
230 S BRENTWOOD BLVD UNIT 17AST LOUISMO63105DIRECTOR000.00$0$0$0
ANN MCCANDLESS
750 S HANLEY ROAD UNIT 16ST LOUISMO63105DIRECTOR000.00$0$0$0
DESSA MORROW
330 CARLYLE LAKE DRST LOUISMO63141DIRECTOR000.00$0$0$0
DAVID STREETT
439 S KIRKWOOD RD STE 204KIRKWOODMO63122PRESIDENT000.00$0$0$0
JOHN ROWE
1630 DES PERES RDST LOUISMO63131DIRECTOR000.00$0$0$0
JIM FULLINWIDER
1815 CRITTENDEN STST LOUISMO63118VICE PRESIDE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,028AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,028TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,028AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,013NetVlNoncharitableAssetsAmt
Minimum Investment Return$51MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$50DistributableBeforeAdjAmt
Distributable Before Ded$50DistributableBeforeDedAmt
Distributable As Adjusted$50DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$85,681ExpensesAndContributionsAmt
Qualifying Distributions$85,681QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$85,680AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$6,561,920ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$6,561,920TotalExcessDistributionCyovAmt
Qualifying Distributions$85,681QualifyingDistributionsAmt
Applied To Current Year$50AppliedToCurrentYearAmt
Remaining Distri From Corpus$85,631RemainingDistriFromCorpusAmt
Total Corpus$6,647,551TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,647,551ExcessDistriCyovToNextYrAmt
Excess From Year3$6,561,920ExcessFromYear3Amt
Excess From Current Year$85,631ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST LOUIS COMMUNITY FOUNDATION
2 OAK KNOLL PARKST LOUISMO63105501(C)(3)TO CONTINUE MISSION OF FOUNDATION$80,000
ST LOUIS COMMUNITY FOUNDATION
2 OAK KNOLL PARKST LOUISMO63105501(C)(3)TO CONTINUE MISSION OF FOUNDATION$5,678
ST LOUIS COMMUNITY FOUNDATION
2 OAK KNOLL PARKST LOUISMO63105501(C)(3)TO CONTINUE MISSION OF FOUNDATION$3
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,681TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$140ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$1,260ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENTSDesc
Exclusion14ExclusionCd
Exclusion$232ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$888ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$888TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$967Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetCEMETARY LOTSAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Sold2020-10SoldDt
Basis$1,260BasisAmt
Total Net-$1,260TotalNetAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationTHE FOUNDATION WAS LIQUIDATED IN 2020 VIA TRANSFER OF 85,680.54 IN CASH TO: THE SAINT LOUIS COMMUNITY FOUNDATION, INC. (A 501C3 ORGANIZATION) 2 OAK KNOLL PARK SAINT LOUIS, MO 63105ExplanationTxt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCEMETARY LOTSDesc
BOY Book Value$1,260BOYBookValueAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENTSDesc
Revenue And Expenses Per Books$232RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$33BOYBookValueAmt

Comments

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