CHARLES E AND ALICE B SCHMUTZ CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES E AND ALICE B SCHMUTZ CHARITABLE FOUNDATION (EIN 20-6770176)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-12
- IRS object ID
- 202031339349101368
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-12T15:00:22-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481248384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELIANCE INTEGRATED SOLUTIONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 W BROWN DEER RD | AddressLine1Txt |
| City | BROWN DEER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53223 | 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 | 206770176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES E AND ALICE B SCHMUTZ CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 3143424457 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH BROADWAY | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KURT LONGWORTH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3143424457 | PhoneNum |
| Signature | 2020-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID WILLERT | PreparerPersonNm |
| PTIN | P02093699 | PTIN |
| Phone | 4148153717 | PhoneNum |
| Preparation | 2020-04-23 | 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 | $1,000,911 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,969 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $69 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $59,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,260 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,678 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,009 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,670 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $351 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $263 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $88 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,319 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,761 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,752 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,752 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,319 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,941 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,547 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $452,882 | CorporateStockBOYAmt |
| Corporate Stock EOY | $451,932 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $976,489 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,983 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,983 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,855 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6 | OtherAssetsBOYAmt |
| Other Assets EOY | $19 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $465,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $476,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,000,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $465,001 | CapitalStockBOYAmt |
| Capital Stock EOY | $476,482 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $465,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $476,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $465,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $476,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $465,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,155 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,329 | OtherIncreasesAmt |
| Subtotal | $476,485 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $476,482 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 20. MSCI EMERGING MARKETS ISHARES | 2011-05-19 | 2019-01-18 | $831 | $950 | -$119 | -$119 |
| 242. UNION PAC CORP | 2010-04-26 | 2019-11-04 | $42,417 | $9,329 | $33,088 | $33,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,969 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,610 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $908,137 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054628 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,928 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $869,887 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053947 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,007 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $814,727 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056469 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,661 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $863,877 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057486 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,372 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $917,306 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046192 | DistributionYr5Rt |
| Total Distribution | 0.268722 | TotalDistributionRt |
| Average Distribution | 0.053744 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $915,239 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,189 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $479 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,513 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $959 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $959 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $172 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $172 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $787 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STIFEL TRUST COMPANY NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3143424457 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH BROADWAY | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STIFEL TRUST COMPANY NATIONAL ASSO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH BROADWAY | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,678 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $922,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $929,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $929,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $915,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $959 | TotalTaxAmt |
| Distributable Before Adj | $44,803 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,803 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,803 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,513 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $49,513 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,513 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,803 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,781 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,513 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,781 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,071 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CARRIE R HOLLOWAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH BROADWAY | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3143424457 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION STATING PURPOSE OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN SECTION 501(C)3 OF THE INTERNAL REVENUE SERVICE CODE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| OH WOW CHILDRENS MUSEUM | ||||||||
| 139 EAST BOARDMAN STREET | YOUNGSTOWN | OH | 44501 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| YOUNGSTOWN ROTARY FOUNDATION INC | ||||||||
| PO BOX 1558 | COLUMBUS | OH | 432161558 | NONE | CHARITABLE | OPERATION WARM | $1,000 | |
| PUBLIC LIBRARY OF YOUNGSTOWN | ||||||||
| 305 WICK AVENUE | YOUNGSTOWN | OH | 44503 | NONE | PC | BOARDMAN BRANCH | $5,000 | |
| PENGUIN CLUB | ||||||||
| ONE UNIVERISTY PLAZA | YOUNGSTOWN | OH | 44555 | NONE | PC | GENERAL SUPPORT | $5,000 | YOUNGSTOWN STATE UNIVERSITY |
| AKRON CHILDREN'S HOSPITAL | ||||||||
| 8423 MARKET STREET 3RD FLOOR | BOARDMAN | OH | 44512 | NONE | PC | GOLF OUTING | $10,000 | |
| MAHONING VALLEY HISTORICAL SOCIETY | ||||||||
| 648 WICK AVENUE | YOUNGSTOWN | OH | 44502 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| SMARTS | ||||||||
| 100 E FEDERAL PLAZA | YOUNGSTOWN | OH | 44503 | NONE | PC | GENERAL SUPPORT | $2,000 | FINE ARTS COUNCIL OF TRUMBULL CTY |
| EASTER SEAL SOCIETY | ||||||||
| 299 EDWARDS STREET | YOUNGSTOWN | OH | 44502 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| OBLATE SISTERS | ||||||||
| 50 WARNER ROAD | HUBBARD | OH | 44425 | NONE | PC | GENERAL SUPPORT | $5,000 | VILLA MARIA EDUCATION CENTER |
| URSULINE PRESCHOOL AND KINDERGARTEN | ||||||||
| 4300 SHIELDS RD | CANFIELD | OH | 44406 | PC | GENERAL SUPPORT | $1,586 | ||
| JUNIOR ACHIEVEMENT OF MAHONING VALLEY | ||||||||
| 1601 MOTOR INN DR 305 | GIRARD | OH | 44420 | PC | GENERAL SUPPORT | $2,000 | ||
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $1,666 | ||
| THE BUTLER INSTITUTE OF | ||||||||
| 524 WICK AVE | YOUNGSTOWN | OH | 44502 | NONE | PC | GENERAL SUPPORT | $1,000 | AMERICAN ART |
| ALZHEIMER'S ASSOCIATION OF GREATER | ||||||||
| 70 W STREETSBORO ST 201 | HUDSON | OH | 44236 | NONE | PC | GENERAL SUPPORT | $1,000 | EAST OHIO AREA CHAPTER |
| HUBBARD COMMUNITY YOUTH LEAGUE | ||||||||
| PO BOX 208 | HUBBARD | OH | 44425 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| YOUNGSTOWN FOUNDATION | ||||||||
| PO BOX 1162 | YOUNGSTOWN | OH | 44501 | PC | GENERAL SUPPORT | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,752 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,948 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| REBATE OF SHAREHOL | 14 | $3 |
| REFUND OF FEDERAL | 14 | $66 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,986 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $351 | Amt |
| Net Investment Income | $263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $88 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | C REID SCHMUTZ IRA | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1 | BookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER REVENUE | $66 | $0 |
| IVY INTERNATIONAL CORE EQUITY FUND CLASS | $3 | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $9,329 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $37 | $37 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1 | $1 | $0 |
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