BURROWS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BURROWS FAMILY FOUNDATION (EIN 27-6100318)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349100138
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T11:20:38-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431764273 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SFW PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1610 DES PERES RD SUITE 300 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631311891 | 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 | 276100318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURROWS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURR | BusinessNameControlTxt |
| Phone | 3146511184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8025 BONHOMME AVE NO 1604 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN J BURROWS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3146511184 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LANCE G WEISS CPA | PreparerPersonNm |
| PTIN | P00199160 | PTIN |
| Phone | 3145693333 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.217.58.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 11:20:01 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A32196FB036AA5FACF3BB4B684BD2E6641AAFD9F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C807F8A150438426714D3DBC2C533C7D87ACEA93 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,036,488 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,865 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $385 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $385 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $385 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,221 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,221 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $254,706 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,188 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,794 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,606 | 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 | $1,865 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,865 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,865 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,577 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,577 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,577 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,442 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,442 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,567 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,352 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,164 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,610 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,757 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,757 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $787,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $685,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $883,731 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $836,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $837,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,036,488 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $836,426 | RetainedEarningBOYAmt |
| Retained Earning EOY | $837,993 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $836,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $837,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $836,426 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $837,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $836,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,567 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $837,993 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $837,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | 2018-01-01 | 2018-12-31 | $9,491 | $10,287 | -$796 | -$796 |
| PUBLICALLY TRADED SECURITIES | 2017-01-01 | 2018-12-31 | $121,286 | $92,485 | $28,801 | $28,801 |
| PUBLICALLY TRADED SECURITIES | 2018-01-01 | 2018-12-31 | $41,106 | $47,117 | -$6,011 | -$6,011 |
| PUBLICALLY TRADED SECURITIES | 2017-01-01 | 2018-12-31 | $82,823 | $94,629 | -$11,806 | -$11,806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,188 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,807 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $951,296 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014612 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $119,398 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $911,552 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.130983 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $147,804 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,029,641 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.143549 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,053 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,103,417 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065300 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,036,480 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048240 | DistributionYr5Rt |
| Total Distribution | 0.402684 | TotalDistributionRt |
| Average Distribution | 0.080537 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,058,905 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,281 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,485 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $758 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $758 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $351 | OverpaymentAmt |
| Applied To ES Tax | $351 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN J BURROWS TRUSTEE | IndividualWithBooksNm |
| Phone | 3146511184 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 CARRSWOLD DR | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN J BURROWS | ||||||||
| 5784 DUNHAM PATH | STEVENSVILLE | MI | 49127 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA J BURROWS | ||||||||
| 8025 BONHOMME AVENUE 1604 | CLAYTON | MO | 63195 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CALYN E BURROWS RAPP | ||||||||
| 31 LOREN WOODS | ST LOUIS | MO | 63124 | TRUSTEE | 1.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $974,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,075,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,075,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,125 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,058,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,945 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $407 | TotalTaxAmt |
| Distributable Before Adj | $52,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $20,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $89,599 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,872 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $163,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $31,888 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,888 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $131,583 | 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 | $131,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $57,711 | ExcessFromYear3Amt |
| Excess From Year2 | $73,872 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER OF CREATIVE ARTS | |||||||
| 524 TRINITY AVENUE | ST LOUIS | MO | 63130 | NONE | PC | TO SUPPORT THE GROWTH OF COCA'S FACILITY, THEREBY ALLOWING COCA TO ENRICH MORE LIVES AND BUILD COMMUNITY THROUGH EXPANSION OF THEIR CURRENT SPACE. | $12,500 |
| MISSOURI ASSOCIATION OF STUDENT COUNCILS | |||||||
| 1305 WITHAM STREET | STANBERRY | MO | 64489 | NONE | PC | TO FURTHER SUPPORT THE MISSION OF PROVIDING PROGRAMS AND RESOURCES THAT DEVELOP POSITIVE STUDENT LEADERS AND ADVISORS WHO WILL PROMOTE A QUALITY SCHOOL AND COMMUNITY ENVIRONMENT. | $6,000 |
| JUNIOR ACHIEVEMENT OF GREATER ST LOUIS | |||||||
| 17339 NORTH OUTER FORTY ROAD | CHESTERFIELD | MO | 63005 | NONE | TO FURTHER THE MISSION OF INSPIRING AND PREPARING YOUNG PEOPLE TO SUCCEED IN A GLOBABL ECONOMY. | $2,150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,650 | 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 | $385 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,188 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,794 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,794 | 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 | $1,865 | Amt |
| Net Investment Income | $1,865 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,865 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND CL A | $33,039 | $41,739 |
| ALPHABET INC CL A | $39,134 | $61,653 |
| AMERIPRISE FINANCIAL | $17,132 | $13,881 |
| COMCAST CORP NEW CL A | $21,577 | $24,550 |
| DANAHER CORP | $14,938 | $23,099 |
| ECOLAB INC | $24,690 | $31,680 |
| FACEBOOK INC CL A | $21,492 | $33,952 |
| HOME DEPOT INC | $21,951 | $31,959 |
| HONEYWELL INTL INC | $31,187 | $33,030 |
| INTERCONTINENTALEXCHANGE GROUP | $13,697 | $21,620 |
| MEDTRONIC PLC | $25,561 | $30,017 |
| O REILLY AUTOMOTIVE INC | $31,972 | $51,994 |
| RED HAT INC | $13,209 | $30,561 |
| ROCKWELL AUTOMATION INC NEW | $20,329 | $26,184 |
| THERMO FISHER SCIENTIFIC INC | $22,841 | $36,925 |
| TJX COS INC NEW | $19,030 | $24,160 |
| UNTD TECHNOLOGIES CORP | $27,890 | $25,236 |
| ADOBE SYSTEMS INC (DELAWARE) | $30,889 | $53,845 |
| BLACKROCK INC | $25,665 | $25,533 |
| LOWES COMPANIES INC | $27,249 | $33,342 |
| VISA INC | $41,192 | $57,130 |
| WALT DISNEY CO (HOLDING CO) | $17,695 | $19,737 |
| AMERICAN TOWER CORP REIT | $28,452 | $32,904 |
| MONDELEZ INTL INC | $19,602 | $17,173 |
| MICROSOFT CORPORATION | $37,660 | $38,800 |
| UNITEDHEALTH GROUP INCORPORATED | $57,163 | $63,027 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGED ACCOUNT FEES | $2,047 | $2,047 | $2,047 | $0 |
| MANAGED ACCOUNT FEES | $530 | $530 | $530 | $0 |
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