THE M ROSALIE FUSZ CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE M ROSALIE FUSZ CHARITABLE FOUNDATION (EIN 43-6936482)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-19
- IRS object ID
- 202110789349100806
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-19T18:18:08-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENEMAN GOMEZ AND COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 CRAFTON DR | AddressLine1Txt |
| City | O FALLON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63366 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436936482 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE M ROSALIE FUSZ CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MROS | BusinessNameControlTxt |
| Phone | 3143247671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9005 GREENRIDGE DRIVE | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA D KLEIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3143247671 | PhoneNum |
| Signature | 2021-03-16 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VIRGINIA | PersonFirstNm |
| Person Last | KLEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John P Breneman | PreparerPersonNm |
| PTIN | P00486871 | PTIN |
| Phone | 6369780234 | PhoneNum |
| Preparation | 2021-03-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $619,184 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,812 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $65,666 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,814 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,666 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $525 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $21,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,028 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,028 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,028 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,666 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,049 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $161,444 | CorporateStockBOYAmt |
| Corporate Stock EOY | $149,592 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $606,135 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $164,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $619,184 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $164,906 | CapitalStockBOYAmt |
| Capital Stock EOY | $158,867 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $164,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $158,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $164,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $158,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $164,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $65,666 | OtherIncreasesAmt |
| Subtotal | $159,333 | SubtotalAmt |
| Other Decreases | $466 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $158,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | P | 2007-05-11 | 2020-02-26 | $8,659 | $0 | $465 | $8,194 | $0 | $0 | $0 | $8,194 |
| APPLE INC | P | 2007-05-11 | 2020-07-27 | $28,320 | $0 | $1,163 | $27,157 | $0 | $0 | $0 | $27,157 |
| CARRIER GLOBAL CORP | P | 2005-01-26 | 2020-05-21 | $1,132 | $0 | $565 | $567 | $0 | $0 | $0 | $567 |
| CARRIER GLOBAL CORP | P | 2005-01-28 | 2020-05-21 | $566 | $0 | $287 | $279 | $0 | $0 | $0 | $279 |
| CARRIER GLOBAL CORP | P | 2006-04-19 | 2020-05-21 | $283 | $0 | $172 | $111 | $0 | $0 | $0 | $111 |
| CARRIER GLOBAL CORP | P | 2006-05-10 | 2020-05-21 | $754 | $0 | $495 | $259 | $0 | $0 | $0 | $259 |
| CARRIER GLOBAL CORP | P | 2008-04-04 | 2020-05-21 | $1,037 | $0 | $753 | $284 | $0 | $0 | $0 | $284 |
| OTIS WORLDWIDE CORP | P | 2005-01-26 | 2020-05-21 | $1,557 | $0 | $790 | $767 | $0 | $0 | $0 | $767 |
| OTIS WORLDWIDE CORP | P | 2005-01-28 | 2020-05-21 | $779 | $0 | $401 | $378 | $0 | $0 | $0 | $378 |
| OTIS WORLDWIDE CORP | P | 2006-04-19 | 2020-05-21 | $389 | $0 | $240 | $149 | $0 | $0 | $0 | $149 |
| OTIS WORLDWIDE CORP | P | 2006-05-10 | 2020-05-21 | $1,038 | $0 | $693 | $345 | $0 | $0 | $0 | $345 |
| OTIS WORLDWIDE CORP | P | 2008-04-04 | 2020-05-21 | $1,427 | $0 | $1,053 | $374 | $0 | $0 | $0 | $374 |
| ROPER TECHNOLOGIES INC | P | 2008-07-22 | 2020-07-27 | $31,575 | $0 | $4,773 | $26,802 | $0 | $0 | $0 | $26,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,666 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $913 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $913 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $913 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $923 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STIFEL NICOLAUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004880970 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8182 MARYLAND AVE STE 1000 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631053786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA D KLEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9005 GREENRIDGE DR | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $20,500 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $581,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,368 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $587,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $587,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $578,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $913 | TotalTaxAmt |
| Distributable Before Adj | $28,024 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,024 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,024 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,028 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $58,028 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,028 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,024 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $29,670 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,870 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,369 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $143,909 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,028 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,004 | RemainingDistriFromCorpusAmt |
| Total Corpus | $173,913 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $29,670 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $144,243 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $58,870 | ExcessFromYear2Amt |
| Excess From Year1 | $55,369 | ExcessFromYear1Amt |
| Excess From Current Year | $30,004 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CATHOLIC RELIEF SERVICES | ||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | 501(c)(3) | DISASTER RELIEF | $3,000 |
| ROMAN CATHOLIC FOUNDATION | ||||||
| 12 ARCHBISHOP MAY DR | ST LOUIS | MO | 63119 | 501(c)(3) | SUPPORT THECATHOLIC FAITH | $2,500 |
| AID TO THE CHURCH IN NEED | ||||||
| 725 LEONARD ST | BROOKLYN | NY | 11222 | 501(c)(3) | SUPPORT THE CATHOLICFAITH WORLDWIDE | $3,000 |
| PARTNERS IN SUSTAINABLE DEVELOPMENT | ||||||
| 5200 SHAW AVE | ST LOUIS | MO | 63110 | 501(c)(3) | FIGHT EXTREMEPOVERTY | $23,300 |
| COALITION FOR LIFE | ||||||
| 11780 BORMAN DRIVE SUITE 128 | ST LOUIS | MO | 63146 | 501(c)(3) | FIGHT FOR LIFE | $500 |
| AFRICAN MISSION HEALTHCARE | ||||||
| PO BOX 8598 | PUEBLO | CO | 810088598 | 501(c)(3) | PROVIDE MEDICAL CARE | $5,000 |
| EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM | ||||||
| 2005 S MAINE AVENU | SIOUX FALLS | SD | 57105 | 501(c)(3) | SUPPORT THE CATHOLICFAITH WORLDWIDE | $2,000 |
| KENRICK-GLENNON SEMINARY | ||||||
| 5200 GLENNON DRIVE | ST LOUIS | MO | 63119 | 501(c)(3) | PREPARE MEN FORCATHOLIC MINISTRY | $1,750 |
| ANNUAL CATHOLIC APPEAL | ||||||
| 20 ARCHBISHOP MAY DR | ST LOUIS | MO | 63119 | 501(c)(3) | SUPPORT THECATHOLIC FAITH | $1,500 |
| ROOF ABOVE | ||||||
| PO BOX 31335 | CHARLOTTE | NC | 28231 | 501(c)(3) | PREVENT HOMELESSNESS | $300 |
| MOTHER OF GOOD COUNSEL HOME | ||||||
| 6825 NATURAL BRIDGE RD | ST LOUIS | MO | 63121 | 501(c)(3) | ELDERLY NURSING CARE | $1,000 |
| OUR LADY OF GUADALUPE FOR LIFE | ||||||
| PO BOX 22024 | ST LOUIS | MO | 63126 | 501(c)(3) | PRO-LIFE | $6,532 |
| FOSTER & ADOPTIVE CARE COALITION | ||||||
| 1750 S BRENTWOOD BLVD | ST LOUIS | MO | 63144 | 501(c)(3) | SUPPORT FOSTER CHILDREN | $871 |
| ST LOUIS AREA FOODBANK | ||||||
| 70 CORPORATE WOODS DRIVE | BRIDGETON | MO | 63044 | 501(c)(3) | FIGHT HUNGER | $1,000 |
| HOUSE OF PRAYER | ||||||
| UNAVAILABLE | ST LOUIS | MO | 63116 | 501(c)(3) | SUPPORT SPIRITUALGROWTH | $1,300 |
| ST VINCENT DEPAUL | ||||||
| 1310 PAPIN STREET | ST LOUIS | MO | 63103 | 501(c)(3) | HELP THOSE IN NEED | $1,000 |
| BROOM TREE | ||||||
| 123 ST RAPHAEL CIRCLE | IRENE | SD | 57037 | 501(c)(3) | SUPPORT SPIRITUAL GROWTHIN THE CATHOLIC FAITH | $1,000 |
| KNIGHTS OF COLUMBUS | ||||||
| UNAVAILABLE | ST LOUIS | MO | 63116 | 501(c)(3) | SUPPORT THE CATHOLIC FAITH | $475 |
| OPERATION SMILE | ||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | 501(c)(3) | DENTAL ANDCLEFT LIP CARE | $1,000 |
| MISSIONARIES OF CHARITY | ||||||
| 3629 COTTAGE AVE | ST LOUIS | MO | 63113 | 501(c)(3) | AIDING THE POOR | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,028 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,812 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,666 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,480 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,480 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BRENEMAN GOMEZ TAX PREPARATION | CategoryTxt |
| Amt | $525 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10 SH ALPHABET INC CL C | $2,360 | $17,519 |
| 10 SH ALPHABET INC CL A | $2,373 | $17,526 |
| 200 SH AMERICAN TOWER CORP | $10,557 | $44,892 |
| 800 SH APPLE INC | $3,774 | $106,152 |
| 200 SH CARMAX INC | $9,676 | $18,892 |
| 300 SH DANAHER CORP | $12,723 | $66,642 |
| 200 SH ECOLAB INC | $9,677 | $43,272 |
| 300 SH EMERSON ELECTRIC CO | $10,363 | $24,111 |
| 600 SH FASTENAL COMPANY | $10,327 | $29,298 |
| 400 SH INTEL CORP | $9,304 | $19,928 |
| 200 SH JOHNSON & JOHNSON | $13,195 | $31,476 |
| 100 SH PHILIP MORRIS INTL INC | $3,919 | $8,279 |
| 200 SH PRICE T ROWE GRP INC | $11,033 | $30,278 |
| 200 SH QUALCOMM INC | $10,742 | $30,468 |
| 200 SH RAYTHEON TECHNOLOGIES | $6,705 | $14,302 |
| 125 SH ROPER INDUSTRIES INC | $7,955 | $53,886 |
| 225 SH VISA INC | $14,909 | $49,214 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX | $466 |
| RETURN OF CAPITAL | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED GAINS | Desc |
| Amt | $65,666 | Amt |
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