LENCE CHARITABLE FUND INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LENCE CHARITABLE FUND INC (EIN 59-3780252)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201923169349101407
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T12:33:35-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431540459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMERSAHL TRELOAR & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10805 SUNSET OFFICE DRIVE SUITE 400 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593780252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENCE CHARITABLE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENC | BusinessNameControlTxt |
| Phone | 6368912566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GERALD THEBEAU 7 LORING HILLS | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD THEBEAU | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6368912566 | PhoneNum |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER G TOENNIES CPA | PreparerPersonNm |
| PTIN | P00019708 | PTIN |
| Phone | 3149662727 | PhoneNum |
| Preparation | 2019-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 35.130.54.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 12:05:43 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BAA8966FCEBEC53EBDF792D116DC90BEBCF857BE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,297 | 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 |
| Dividends Rev And Expnss | $13,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,810 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,810 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$29,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $296,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$15,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,810 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,810 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $352 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $118 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $282,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $282,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $285,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$300,497 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,810 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,100 | CashBOYAmt |
| Cash EOY | $55,297 | CashEOYAmt |
| Cash EOYFMV | $55,297 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,683 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $317,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $355,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,297 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $355,794 | UnrestrictedBOYAmt |
| Unrestricted EOY | $55,297 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $355,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $355,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $355,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$300,497 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $55,297 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,297 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DWS HIGH INCOME FUND | 2017-01-01 | 2018-12-31 | $69,668 | $76,343 | -$6,675 | -$6,675 | |
| JOHNSON & JOHNSON | 2017-01-01 | 2018-12-31 | $14,533 | $5,903 | $8,630 | $8,630 | |
| LORD ABBETT BOND DEBENTURE | 2017-01-01 | 2018-12-31 | $66,106 | $65,450 | $656 | $656 | |
| APERAM SA NY | 2017-01-01 | 2018-12-31 | $87 | $161 | -$74 | -$74 | |
| ARCELORMITTAL NY | 2017-01-01 | 2018-12-31 | $658 | $2,896 | -$2,238 | -$2,238 | |
| CITIGROUP INC | 2017-01-01 | 2018-12-31 | $8,457 | $17,775 | -$9,318 | -$9,318 | |
| COLUMBIA HIGH YIELD BOND CL A | 2017-01-01 | 2018-12-31 | $46,645 | $49,604 | -$2,959 | -$2,959 | |
| NEW AMER HIGH INCOME FUND | 2017-01-01 | 2018-12-31 | $28,484 | $42,884 | -$14,400 | -$14,400 | |
| PICO HLDGS INC | 2017-01-01 | 2018-12-31 | $3,889 | $13,983 | -$10,094 | -$10,094 | |
| PFIZER INC | 2017-01-01 | 2018-12-31 | $21,982 | $14,397 | $7,585 | $7,585 | |
| TRUE NORTH ENERGY CORP COM NEW | 2017-01-01 | 2018-12-31 | $1,215 | -$1,215 | -$1,215 | ||
| DEUTSCHE MULTI-MKT INCOME TR | 2017-01-01 | 2018-12-31 | $27,117 | $26,401 | $716 | $716 | |
| NEXTERA ENERGY | 2018-01-01 | 2018-12-31 | $8,791 | $8,927 | -$136 | -$136 | |
| CAPITAL GAINS DIVIDENDS | $455 | $455 | $455 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,067 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$136 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,651 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $350,263 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018989 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,893 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $339,903 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,482 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $325,878 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026028 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,783 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $354,765 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081133 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,459 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $369,879 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.093163 | DistributionYr5Rt |
| Total Distribution | 0.254302 | TotalDistributionRt |
| Average Distribution | 0.050860 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $319,482 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,249 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $282,300 | 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 | $138 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $138 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $88 | TaxDueAmt |
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 |
| 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 | GERALD THEBEAU | IndividualWithBooksNm |
| Phone | 6368912566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 LORING HILLS | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD THEBEAU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 LORING HILLS | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $283,311 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,036 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $324,347 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $324,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,865 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $319,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $138 | TotalTaxAmt |
| Distributable Before Adj | $15,836 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,836 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,836 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $282,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $138 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $282,162 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,836 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,179 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,413 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $27,592 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $282,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,836 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $266,464 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $294,056 | 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 | $16,179 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $277,877 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,413 | ExcessFromYear4Amt |
| Excess From Current Year | $266,464 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALMOST HOME | |||||||
| 3200 VINCENT AVE | SAINT LOUIS | MO | 63104 | NONE | PC | RESIDENCE AND TRAINING FOR HOMELESS MOTHERS UNDER AGE 18. | $40,000 |
| BLESSED TERESA OF CALCUTTA | |||||||
| 1050 SMITH AVE | ST LOUIS | MO | 63135 | NONE | PC | FOOD PANTRY AND SUNDRY SERVICES FOR DISADVANTAGED | $25,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | MEDICAL ASSISTANCE FOR NEEDY | $1,000 |
| HUMANE SOCIETY OF MISSOURI | |||||||
| 1201 MACKLIND AVE | SAINT LOUIS | MO | 63110 | NONE | PC | ASSISTANCE WITH ANIMAL PROTECTION | $5,000 |
| LEGAL ADVOCATES FOR ABUSED WOMEN | |||||||
| 1027 S VANDEVENTER AVE 6TH FLOOR | SAINT LOUIS | MO | 63110 | NONE | PC | LEGAL FEES & PERSONAL ASSISTANCE FOR WOMEN WITH NO RESOURCES | $5,000 |
| LIVING WELL FOUNDATION | |||||||
| 3602 LIONS DEN ROAD | IMPERIAL | MO | 63052 | NONE | PC | HEALTH PROGRAM FOR CHILDHOOD OBESITY | $2,000 |
| LUTHERAN ASSOC FOR SPECIAL EDUC | |||||||
| 3558 SO JEFFERSON | SAINT LOUIS | MO | 63118 | NONE | PC | FINANCIAL FUNDING FOR TUITION FOR MENTALLY CHALLENGED CHILDREN | $5,000 |
| LYDIA'S HOUSE | |||||||
| PO BOX 2722 | ST LOUIS | MO | 63116 | NONE | PC | HOUSING FOR ABUSED WOMEN AND CHILDREN | $15,000 |
| MO SPECIAL OLYMPICS | |||||||
| 520 DIX ROAD STE C | JEFFERSON CITY | MO | 63109 | NONE | PC | ATHLETIC PROGRAMS FOR CHALLENGED CHILDREN. | $12,000 |
| OPERATION BACKPACK | |||||||
| 1644 LOTSIE BLVD | SAINT LOUIS | MO | 63132 | NONE | PC | SCHOOL BACKPACKS & SUPPLIES FOR POOR CHILDREN | $10,000 |
| OTHER CHARITABLE ORGANIZATIONS | |||||||
| 665 SKINKER | SAINT LOUIS | MO | 63105 | NONE | NC | OTHER ASSISTANCE TO INDIVIDUALS | $300 |
| PLACE OF SAFETY | |||||||
| 5102 EXETER | SAINT LOUIS | MO | 63119 | NONE | PC | JAMAICAN ORPHANAGE | $25,000 |
| ST MARTHA'S HALL | |||||||
| PO BOX 4950 | ST LOUIS | MO | 63108 | NONE | PC | HOUSING FOR ABUSED WOMEN AND CHILDREN | $25,000 |
| ST VINCENT HOME | |||||||
| 7401 FLORISSANT ROAD | SAINT LOUIS | MO | 63121 | NONE | PC | LOCAL ORPHANAGE FOR BOYS | $30,000 |
| THE SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST SUITE 1250 | OAKLAND | CA | 94612 | NONE | PC | ASSISTANCE FOR PROTECTION OF NATURAL ENVIRONMENT | $2,000 |
| UNLEASHING POTENTIAL | |||||||
| 1000 N VANDEVENTER AVE 2ND FLOOR | ST LOUIS | MO | 63113 | NONE | PC | EARLY CHILDHOOD EDUCATION ASSISTANCE | $25,000 |
| WOMAN'S PLACE | |||||||
| 7372 MARIETTA AVE | MAPLEWOOD | MO | 63143 | NONE | PC | SHELTER AND SUPPORT FOR BATTERED WOMEN | $25,000 |
| WOMEN IN CHARGE | |||||||
| 1483 82ND BLVD | SAINT LOUIS | MO | 63132 | NONE | PC | GROUP SUPPORTING DISADVANTAGED AND ILL-TREATED WOMEN | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $282,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,810 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$29,067 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$15,257 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$15,257 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,470 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $118 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $2 | $0 | $0 | $0 |
| OTHER TAXES | $350 | $0 | $0 | $0 |
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