BETA

EMERSON ELEC CHARITABLE TRUST: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EMERSON ELEC CHARITABLE TRUST (EIN 52-6200123)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-12
IRS object ID
202012259349101111
Schema version
2018v3.0
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)
Return2020-08-12T19:00:45-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526200123EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMERSON CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEMERBusinessNameControlTxt
Phone3126306000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1THE NORTHERN TRUST COMPANYAddressLine1Txt
CityPO BOX CHICACityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNORTHERN TRUST COMPANYPersonNm
Person TitleVP / TRUSTEEPersonTitleTxt
Phone3126306000PhoneNum
Signature2020-06-17SignatureDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,720,660FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$41,396,712ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$121,129DividendsRevAndExpnssAmt
Dividends Net Invst Incm$121,129DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$308,947NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$409,501GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$308,947CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$12,582OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$41,839,370TotalRevAndExpnssAmt
Total Net Invst Incm$430,076TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$6,130CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,517CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$613CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,284OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$16,284OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$68,579TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$94,993TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,517TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,897TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,807,358ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,807,358ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,902,351TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,517TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$25,826,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,937,019ExcessRevenueOverExpensesAmt
Net Investment Income$422,559NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,454,380SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,720,499SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,720,499SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$47,462CorporateStockBOYAmt
Corporate Stock EOY$47,462CorporateStockEOYAmt
Corporate Stock EOYFMV$161CorporateStockEOYFMVAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Other Assets EOY$4,961,631OtherAssetsEOYAmt
Other Assets EOYFMV$15,000,000OtherAssetsEOYFMVAmt
Total Assets BOY$7,501,842TotalAssetsBOYAmt
Total Assets EOY$10,729,592TotalAssetsEOYAmt
Total Assets EOYFMV$20,720,660TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$7,501,842CapitalStockBOYAmt
Capital Stock EOY$10,729,592CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$7,501,842TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,729,592TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,501,842TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,729,592TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,501,842TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,937,019ExcessRevenueOverExpensesAmt
Other Increases$2,500OtherIncreasesAmt
Subtotal$23,441,361SubtotalAmt
Other Decreases$12,711,769OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,729,592TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property4870. LYONDELLBASELL IND N V COM USD0.01 CL 'A'PropertyDesc
Acquired2019-09-10AcquiredDt
Sold2019-09-12SoldDt
Gross Sales Price$409,501GrossSalesPriceAmt
Cost Or Other Basis$100,554CostOrOtherBasisAmt
Gain Or Loss$308,947GainOrLossAmt
Gains Minus Excess Or Losses$308,947GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$308,947CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,753,714AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,826,576NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.177614DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,909,694AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$23,769,071NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.047988DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,987,253AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$21,445,619NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.351663DistributionYr3Rt
Adjusted Qlfy Distri Yr4$32,335,718AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,384,922NetVlNoncharitableAssetsYr4Amt
Distribution Yr43.113718DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,185,296AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$41,741,941NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.866881DistributionYr5Rt
Total Distribution8.557864TotalDistributionRt
Average Distribution1.711573AverageDistributionRt
Net Vl Noncharitable Assets$8,549,455NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$14,633,016AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,226NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$14,637,242AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,826,255QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,226InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,226SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,226TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$97,448EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$97,448TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$93,222OverpaymentAmt
Applied To ES Tax$93,222AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3126306000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
NORTHERN TRUST COMPANY
PO BOX 803878CHICAGOIL60680TRUSTEE40$6,130
EMERSON ELECTRIC
8000 WEST FLORISSANT AVEST LOUISMO63136DIRECTOR0$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
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,679,650AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,679,650TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,679,650AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$130,195CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,549,455NetVlNoncharitableAssetsAmt
Minimum Investment Return$427,473MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$427,473MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,226TaxBasedOnInvestmentIncomeAmt
Total Tax$4,226TotalTaxAmt
Distributable Before Adj$423,247DistributableBeforeAdjAmt
Recoveries Qualfied Distri$2,500RecoveriesQualfiedDistriAmt
Distributable Before Ded$425,747DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$425,747DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,826,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$25,826,255QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,226PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$25,822,029AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$425,747DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$35,141,260ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,829,046ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$27,973,764ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,932,752ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,017,007ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$142,893,829TotalExcessDistributionCyovAmt
Qualifying Distributions$25,826,255QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$425,747AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,400,508RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$168,294,337TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$15,396,712CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$19,744,548ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$133,153,077ExcessDistriCyovToNextYrAmt
Excess From Year4$31,829,046ExcessFromYear4Amt
Excess From Year3$27,973,764ExcessFromYear3Amt
Excess From Year2$22,932,752ExcessFromYear2Amt
Excess From Year1$25,017,007ExcessFromYear1Amt
Excess From Current Year$25,400,508ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSEE STATEMENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE STATEMENTAddressLine1Txt
CitySEE STATEMENTCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63136ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3145532000RecipientPhoneNum
Recipient Email AddressN/ARecipientEmailAddressTxt
Form And Info And MaterialsSEE STATEMENTFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE STATEMENT SEE STATEMENTSubmissionDeadlinesTxt
Restrictions On AwardsSEE STATEMENTRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED SCHEDULEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE ATTACHED SCHEDULEAddressLine1Txt
CitySEE ATTACHED SCHEDULECityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERALGrantOrContributionPurposeTxt
Amt$25,807,358Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,807,358TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$121,129ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,371ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$308,947ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFED TAX REFUNDDesc
Exclusion14ExclusionCd
Exclusion$2,211ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$442,658ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$442,658TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
EMERSON ELECTRIC
18000 WEST FLORISSANT AVENUEST LOUISMO63136$26,000,000Yes (X)
ASCO LP
2160 PARK AVENUEFLORHAM PARKNJ07932$15,000,000Yes (X)Yes (X)
ROSEMOUNT INC
36021 INNOVATION BLVDSHAKOPEEMN55379$48,632Yes (X)Yes (X)
EMERSON FINAL CONTROL US HOLDING
48100 W FLORISSANT AVEST LOUISMO63136$9,124Yes (X)Yes (X)
EPMCO HOLDINGS INC
58100 W FLORISSANT AVEST LOUISMO63136$11,486Yes (X)Yes (X)
FISHER-ROSEMOUNT SYSTEMS INC
61100 W LOUIS HENNA BLVDROUND ROCKTX78681$317,857Yes (X)Yes (X)
INSTRUMENT & VALVE SERVICES CO
7205 SOUTH CENTER STREETMARSHALLTOWNIA50158$9,531Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2BUILDING - 50 & 60 HANOVER RD., FLORHAM PARK, NJ$15,000,0002019-07-30
3597 SHARES OF LYONDELLBASELL COMMON STOCK$48,6322019-08-30
4112 SHARES OF LYONDELLBASELL COMMON STOCK$9,1242019-08-30
5141 SHARES OF LYONDELLBASELL COMMON STOCK$11,4862019-08-30
63902 SHARES OF LYONDELLBASELL COMMON STOCK$317,8572019-08-30
7117 SHARES OF LYONDELLBASELL COMMON STOCK$9,5312019-08-30

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$4,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ENZON PHARMACEUTICALS 594 SHR$17,462$160
LACLEDE S LANDING 30,000 SHR$30,000$1

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
Desc50 & 60 HANOVER RD BUILDINGDesc
EOY Book Value$4,961,631EOYBookValueAmt
EOYFMV$15,000,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
PRIOR PERIOD ADJUSTMENT$2,205,081
SECURITIES RCVD FMV TO COST ADJUSTMENT$296,156
BUILDING RCVD FMV TO COST ADJUSTMENT$10,210,532

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
DEFERRED INCOME$10,371$0
FEDERAL EXCISE TAX REFUND$2,211$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRECOVERIES OF QUALIFYING DISTRIBUTIONSDesc
Amt$2,500Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT ADVISORYCategoryTxt
Amt$16,284Amt
Disbursements Charitable Prps$16,284DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$68,579Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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