CHOD FAM FOUNDATION TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHOD FAM FOUNDATION TR (EIN 43-6475433)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-19
- IRS object ID
- 202022329349100012
- Schema version
- 2019v5.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-19T16:40:28-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431552002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPATA FLEGEL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MASON RIDGE CENTER DRIVE SUITE | AddressLine1Txt |
| Address Line2 | 100 | AddressLine2Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436475433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHOD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREENSFELDER HEMKER & GALE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHOD | BusinessNameControlTxt |
| Phone | 3145148881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S BROADWAY STE 2000 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD CHOD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3145148881 | PhoneNum |
| Signature | 2020-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY G LEWIS | PreparerPersonNm |
| PTIN | P00966654 | PTIN |
| Phone | 3145148881 | PhoneNum |
| Preparation | 2020-08-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $17,692,359 | 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 | $1,055 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,055 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $415,439 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $415,439 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $874,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $402,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,774 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,387 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,387 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,478 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,478 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,494 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,837 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $876,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $876,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $912,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $891,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$510,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $398,119 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,165,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,495 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,982,705 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,515,692 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,550,929 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,925 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,524 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,935 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,162,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,652,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,692,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,162,749 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,652,711 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,162,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,652,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,162,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,652,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,162,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$510,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,652,711 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,652,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $874,504 | GrossSalesPriceAmt |
| Cost Or Other Basis | $888,290 | CostOrOtherBasisAmt |
| Gain Or Loss | -$13,786 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$13,786 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,786 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $847,483 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,052,687 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052794 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $730,570 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,603,298 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046822 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $661,021 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,995,410 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044082 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $498,106 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,926,061 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050182 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $224,653 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,449,006 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034835 | DistributionYr5Rt |
| Total Distribution | 0.228715 | TotalDistributionRt |
| Average Distribution | 0.045743 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,396,738 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $750,036 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,981 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $754,017 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $891,937 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,981 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,981 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,981 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,334 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,034 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,053 | OverpaymentAmt |
| Applied To ES Tax | $3,053 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LOPATA FLEGEL COMPANY LLP | IndividualWithBooksNm |
| Phone | 3145148881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MASON RIDGE CENTER DR | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD A CHOD | ||||||||
| 10 S BROADWAY STE 2000 | ST LOUIS | MO | 63102 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHERYL ABRAMS | ||||||||
| 10 S BROADWAY STE 2000 | ST LOUIS | MO | 63102 | OFFICER | 2.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,354,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $291,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,646,435 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,646,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,396,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $819,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $819,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,981 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,981 | TotalTaxAmt |
| Distributable Before Adj | $815,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $815,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $815,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $891,937 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $891,937 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,981 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $887,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $815,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,751 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $54,421 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,172 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $891,937 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $815,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,081 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,253 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,253 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,751 | ExcessFromYear4Amt |
| Excess From Year1 | $54,421 | ExcessFromYear1Amt |
| Excess From Current Year | $76,081 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 10195 CORPORATE SQUARE | ST LOUIS | MO | 63132 | NONE | EOF | GENERAL SUPPORT | $5,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD ST 7TH FL | NEW YORK | NY | 10016 | NONE | EOF | GENERAL SUPPORT | $1,800 |
| CONGREGATION B'NAI AMOONA | |||||||
| 324 S MASON RD | CREVE COEUR | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $105,000 |
| CONGREGATION TEMPLE ISRAEL | |||||||
| 1 RABBI ALVAN D RUBIN DRIVE | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $11,000 |
| COVENANT PLACE | |||||||
| 8 MILLSTONE CAMPUS DR 2000 | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $100,000 |
| CREVE COEUR POLICE DEPARTMENT | |||||||
| 300 N NEW BALLAS ROAD | CREVE COEUR | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $10,000 |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DR | ST LOUIS | MO | 63112 | NONE | EOF | GENERAL SUPPORT | $2,500 |
| GATEWAY TO HOPE | |||||||
| 845 NORTH NEW BALLAS COURT | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $60,000 |
| HARRIS HOUSE | |||||||
| 8315 SOUTH BROADWAY | ST LOUIS | MO | 63111 | NONE | EOF | GENERAL SUPPORT | $250,000 |
| HOLOCAUST MUSEUM & LEARNING CENTER | |||||||
| 12 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $1,800 |
| HUMANE SOCIETY | |||||||
| 1201 MACKLIND AVENUE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $500 |
| J ASSOCIATES | |||||||
| 2 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $5,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 2 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $5,000 |
| JEWISH FAMILY & CHILDRENS SERVICES | |||||||
| 10950 SCHUETZ ROAD | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $5,000 |
| JEWISH FEDERATION OF ST LOUIS | |||||||
| 12 MILLSTONE CAMPUS DR | ST LOUIS | MO | 631465776 | NONE | EOF | GENERAL SUPPORT | $100,000 |
| LIFT FOR LIFE ACADEMY | |||||||
| 1731 SOUTH BROADWAY | ST LOUIS | MO | 63104 | NONE | EOF | GENERAL SUPPORT | $10,000 |
| MISSOURI BOTANICAL GARDEN | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $1,500 |
| MISSOURI HISTORY MUSEUM | |||||||
| 5700 LINDELL BOULEVARD | ST LOUIS | MO | 63112 | NONE | EOF | GENERAL SUPPORT | $2,500 |
| OPEN DOOR ANIMAL SANCTUARY | |||||||
| 6065 DUDA RD | HOUSE SPRINGS | MO | 63051 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| OPERATION FOOD SEARCH | |||||||
| 6282 OLIVE BLVD | ST LOUIS | MO | 63130 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| PONY BIRD | |||||||
| PO BOX 190 | MAPAVILLE | MO | 63065 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| RONALD MCDONALD HOUSE | |||||||
| 3450 PARK AVE | ST LOUIS | MO | 63104 | NONE | EOF | GENERAL SUPPORT | $2,000 |
| SAUL MIROWITZ JEWISH COMMUNITY SCHOOL | |||||||
| 348 SOUTH MASON ROAD | ST LOUIS | MO | 63141 | NONE | EOF | GENERAL SUPPORT | $145,000 |
| ST LOUIS MENS GROUP AGAINST CANCER | |||||||
| 21255 WOODSON ROAD | ST LOUIS | MO | 63114 | NONE | EOF | GENERAL SUPPORT | $10,000 |
| ST LOUIS POLICE FOUNDATION | |||||||
| 9761 CLAYTON ROAD | ST LOUIS | MO | 63124 | NONE | EOF | GENERAL SUPPORT | $25,000 |
| ST LOUIS SCIENCE CENTER | |||||||
| 5050 OAKLAND AVENUE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| ST LOUIS ZOO ASSOCIATION | |||||||
| ONE GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $2,500 |
| STRAY RESCUE OF ST LOUIS | |||||||
| 1463 S 18TH ST | ST LOUIS | MO | 63104 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| TENDER HEART HAVEN | |||||||
| 1197C EAST LOS ANGELES AVE | SIMI VALLEY | CA | 93065 | NONE | EOF | GENERAL SUPPORT | $2,000 |
| THE MUNY | |||||||
| 1 THEATRE DRIVE | ST LOUIS | MO | 63112 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| THE USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| DONALD DANFORTH PLANT SCIENCE CENTER | |||||||
| 975 NORTH WARSON ROAD | ST LOUIS | MO | 63132 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| ST LOUIS ART MUSEUM | |||||||
| ONE FINE ARTS DRIVE | ST LOUIS | MO | 63110 | NONE | EOF | GENERAL SUPPORT | $1,000 |
| STL JEWISH LIGHT | |||||||
| 6 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | EOF | GENERAL SUPPORT | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $876,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,055 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $415,439 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,786 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $402,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $402,708 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (118 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 2,000 SH | $44,822 | $173,720 |
| ABBVIE - 2,000 SH | $48,606 | $177,080 |
| ALTRIA GROUP, INC. - 4,000 SH | $222,440 | $199,640 |
| AMEREN - 13,006 SH | $512,135 | $998,861 |
| AVANOS - 737 SH | $27,491 | $24,837 |
| BANK OF AMERICA CORP - 4,000 SH | $65,520 | $140,880 |
| CHEVRON - 4,500 SH | $499,892 | $542,295 |
| COMMERCE BANCSHARES - 37,182 SH | $210,949 | $2,526,145 |
| CONOCOPHILLIPS - 3,000 SH | $157,915 | $195,090 |
| ELI LILLY - 8,000 SH | $570,200 | $1,051,440 |
| INTEL CORP - 35,000 SH | $745,363 | $2,094,750 |
| JOHNSON & JOHNSON - 3,000 SH | $300,780 | $437,610 |
| JP MORGAN CHASE & CO - 3,000 SH | $179,400 | $418,200 |
| KIMBERLEY CLARK CORP - 5,900 SH | $604,471 | $811,545 |
| MERCK - 2,800 SH | $145,637 | $254,660 |
| PEPSICO INC - 5,000 SH | $333,941 | $683,350 |
| PHILLIP MORRIS INTERNATIONAL - 4,000 SH | $332,160 | $340,360 |
| PHILLIPS 66 - 1,500 SH | $46,930 | $167,115 |
| PROCTER & GAMBLE - 2,000 SH | $141,334 | $249,800 |
| QUALCOMM INC - 1,300 SH | $104,610 | $114,699 |
| ROYAL DUTCH SHELL PLC - 1,200 SH | $77,070 | $70,776 |
| TOTAL S.A. SPONS ADR - 2,000 SH | $110,641 | $110,600 |
| VERIZON - 3,000 SH | $101,541 | $184,200 |
| WAL-MART - 5,000 SH | $249,957 | $594,200 |
| 3M CO - 1,500 SH | $217,676 | $264,630 |
| FEDERATED MONEY MKT TR GOVT OBLIGS FD INSTL GOIXX | $882,811 | $882,805 |
| FEDERATED US TREASURY CASH RESERVES MONEY MARKET INSTL CL SH UTIXX | $2,358,194 | $2,358,175 |
| FIRST TR DORSEY ETF WRIGHT INTL FOCUS 5 IFV - 721 SH | $13,552 | $15,379 |
| FIRST TR FUND IV ETF SENIOR LOAN FUND - 229 SH | $10,827 | $10,974 |
| FIRST TR VALUE LINE ETF FVD - 229 SH | $8,038 | $8,251 |
| FIRST TRUST ETF FINANCIAL ALPHADEX FUND - 583 SH | $18,735 | $19,536 |
| FIRST TRUST CAPITAL ETF STRENGTH - 365 SH | $18,770 | $22,031 |
| FIRST TRUST DOW JONE ETF INTERNET INDEX FUND - 146 SH | $17,533 | $20,312 |
| FIRST TRUST ETF IV ETF FIRST TR TACTICAL HIGH YIELD ETF - 230 SH | $10,710 | $11,222 |
| FIRST TRUST LARGE ETF CAP GROWTH OPPORTUNITIES ALPHADEX FUND - 301 SH | $18,253 | $21,949 |
| FIRST TRUST MID CAP ETF CORE ALPHADEX FUND - 291 SH | $18,630 | $21,095 |
| FIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND - 256 SH | $18,266 | $25,626 |
| FIRST TRUST TECHNLGY ETF ALPHADEX FUND FXL - 331 SH | $18,023 | $24,021 |
| INVESCO TR ETF RUSSELL 2000 PURE WEIGHT - 543 SH | $18,340 | $21,401 |
| ISHARES ETF FLOATING RATE BOND - 211 SH | $10,722 | $10,744 |
| ISHARES ETF EDGE MSCI MIN VOL EAFE EFAV - 145 SH | $10,597 | $10,808 |
| ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF QUAL - 84 SH | $7,946 | $8,484 |
| ISHARES EDGE MSCI ETF MIN VOL USA ETF USMV - 339 SH | $17,977 | $22,238 |
| ISHARES SHORT ETF MATURITY BOND - 214 SH | $10,707 | $10,754 |
| SPDR BLOOMBERG ETF BARCLAYS CONVERTIBLE SECURITIES ETF - 207 SH | $10,449 | $11,449 |
| ABBOTT LABORATORIES - 216 SH | $14,897 | $18,762 |
| ACCENTURE PLC IRELAND - 96 SH | $15,187 | $20,215 |
| AMAZON COM INC - 12 SH | $19,158 | $22,174 |
| AMERICAN TOWER CORP REIT - 92 SH | $14,785 | $21,143 |
| APPLE INC - 121 SH | $20,792 | $35,532 |
| APPLIED MATERIALS INC - 294 SH | $13,680 | $17,946 |
| BANK OF AMERICA CORP - 571 SH | $15,737 | $20,111 |
| BECTON DICKINSON & CO - 66 SH | $16,159 | $17,950 |
| CISCO SYSTEMS INC - 463 SH | $21,049 | $22,205 |
| CITIGROUP INC NEW C - 220 SH | $13,805 | $17,576 |
| COMCAST CORP NEW CL A - 394 SH | $14,904 | $17,718 |
| COSTCO WHSL CORP NEW COM - 67 SH | $14,813 | $19,693 |
| DANAHER CORP - 124 SH | $12,973 | $19,032 |
| DELTA AIR LINES INC NEW - 389 SH | $22,138 | $22,749 |
| DISNEY WALT COMPANY - 113 SH | $15,606 | $16,343 |
| HOME DEPOT INC - 99 SH | $17,402 | $21,620 |
| HUNTINGTON BANCSHRES INC - 1197 SH | $17,462 | $18,051 |
| JPMORGAN CHASE & CO - 204 SH | $22,095 | $28,438 |
| LOCKHEED MARTIN CORP - 24 SH | $8,895 | $9,345 |
| MASCO CORP - 380 SH | $14,728 | $18,236 |
| MASTERCARD INC CL A - 66 SH | $12,596 | $19,707 |
| MICROSOFT CORP - 188 SH | $19,843 | $29,648 |
| PEPSICO INCORPORATED - 128 SH | $14,777 | $17,494 |
| PHILLIPS 66 - 76 SH | $9,061 | $8,467 |
| TEXAS INSTRUMENTS INC - 154 SH | $14,844 | $19,757 |
| TJX COS INC NEW - 386 SH | $18,308 | $23,569 |
| UNITED TECHNOLOGIES CORP - 151 SH | $19,939 | $22,614 |
| UNITEDHEALTH GROUP INC - 89 SH | $23,436 | $26,164 |
| VERIZON COMMUNICATIONS - 278 SH | $16,459 | $17,069 |
| ABBOTT LABORATORIES - 216 SH | $14,841 | $18,762 |
| ACCENTURE PLC IRELAND - 65 SH | $10,229 | $13,687 |
| AFLAC INC - 223 SH | $9,873 | $11,797 |
| AMERICAN TOWER CORP REIT - 61 SH | $9,770 | $14,019 |
| ANALOG DEVICES INC - 89 SH | $9,837 | $10,577 |
| AUTOMATIC DATA PROCESSING - 71 SH | $10,124 | $12,106 |
| BECTON DICKINSON & CO - 83 SH | $20,122 | $22,574 |
| BLACKROCK INC - 24 SH | $11,408 | $12,065 |
| BROADRIDGE FINANCIAL SOLUTIONS - 99 SH | $9,745 | $12,230 |
| BROWN AND BROWN INC - 347 SH | $9,879 | $13,700 |
| CISCO SYSTEMS INC - 328 SH | $14,812 | $15,731 |
| COMCAST CORP NEW CL A - 263 SH | $9,847 | $11,827 |
| COSTCO WHSL CORP NEW COM - 67 SH | $14,721 | $19,693 |
| CSX CORP - 133 SH | $8,663 | $9,624 |
| DOVER CORP COMMON - 122 SH | $11,085 | $14,062 |
| ECOLAB INC - 63 SH | $9,683 | $12,158 |
| FACTSET RESEARCH SYSTEMS INC - 45 SH | $10,322 | $12,074 |
| HOME DEPOT INC - 87 SH | $14,703 | $18,999 |
| HONEYWELL INTERNATIONAL INC - 67 SH | $11,032 | $11,859 |
| JACK HENRY & ASSOC INC - 74 SH | $10,053 | $10,780 |
| JOHNSON & JOHNSON - 111 SH | $15,576 | $16,192 |
| JPMORGAN CHASE & CO - 94 SH | $10,222 | $13,104 |
| LAUDER ESTEE COS INC CL A - 75 SH | $10,449 | $15,491 |
| LINDE PLC - 62 SH | $9,775 | $13,200 |
| L3 HARRIS TECHNOLOGIES INC - 69 SH | $9,969 | $13,653 |
| MCDONALDS CORP - 53 SH | $9,667 | $10,473 |
| MERCK & CO INC NEW - 173 SH | $12,898 | $15,734 |
| MICROSOFT CORP - 141 SH | $14,774 | $22,236 |
| NIKE INC CLASS B - 111 SH | $8,628 | $11,245 |
| PEPSICO INCORPORATED - 85 SH | $9,826 | $11,617 |
| PHILLIPS 66 - 100 SH | $11,645 | $11,141 |
| S&P GLOBAL INC - 55 SH | $9,654 | $15,018 |
| STARBUCKS CORP - 150 SH | $9,814 | $13,188 |
| STRYKER CORP - 54 SH | $10,558 | $11,337 |
| SYSCO CORPORATION - 76 SH | $4,893 | $6,501 |
| T ROWE PRICE GROUP INC - 102 SH | $9,792 | $12,428 |
| TEXAS INSTRUMENTS INC - 103 SH | $9,834 | $13,214 |
| TJX COS INC NEW - 323 SH | $14,800 | $19,722 |
| UNITED TECHNOLOGIES CORP - 85 SH | $10,796 | $12,730 |
| UNITEDHEALTH GROUP INC - 74 SH | $19,602 | $21,755 |
| US BANCORP NEW - 199 SH | $10,668 | $11,799 |
| VERIZON COMMUNICATIONS - 167 SH | $9,894 | $10,254 |
| WASTE MGMT INC DEL - 108 SH | $9,812 | $12,308 |
| XYLEM INC - 66 SH | $5,308 | $5,200 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ENTERPRISE PRODUCTS PARTNERS - 607 SH | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $12,524 | BookValueAmt |
| EOYFMV | $16,935 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,774 | LegalFeesAmt |
| Net Investment Income | $13,387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,387 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $60 | $60 | $0 |
| ENTERPRISE PRODUCT PARTNERS | $2,434 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $2,478 | Amt |
| Net Investment Income | $2,478 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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