THE M ROSALIE FUSZ CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE M ROSALIE FUSZ CHARITABLE FOUNDATION (EIN 43-6936482)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-25
- IRS object ID
- 201940849349100309
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-25T13:48:31-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENEMAN GOMEZ AND COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 CRAFTON DR | AddressLine1Txt |
| City | O FALLON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 633662332 | 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 | 436936482 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE M ROSALIE FUSZ CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MROS | BusinessNameControlTxt |
| Phone | 3143247671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9005 GREENRIDGE DRIVE | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA D KLEIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3143247671 | PhoneNum |
| Signature | 2019-03-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John P Breneman | PreparerPersonNm |
| PTIN | P00486871 | PTIN |
| Phone | 6369780234 | PhoneNum |
| Preparation | 2019-03-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.188.121.77 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-25 | IPDt |
| IP Tm | 13:47:10 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 95C3FCA2659547B7AF04FCA083F733D831FA3300 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 357D762D1ACD419B65B0D32E9966CFDA8937456E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $470,779 | 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 | $133 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,536 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $15,511 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,669 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,511 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,350 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $525 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $27 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $20,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,539 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,039 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,511 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,298 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,298 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $244,479 | CorporateStockBOYAmt |
| Corporate Stock EOY | $204,394 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $464,481 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $289,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $210,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $470,779 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $289,755 | CapitalStockBOYAmt |
| Capital Stock EOY | $210,692 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $289,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $210,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $289,755 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $210,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $289,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,772 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,512 | OtherIncreasesAmt |
| Subtotal | $211,495 | SubtotalAmt |
| Other Decreases | $803 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $210,692 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 300SH DISCOVER FINL SVCS | P | 2015-01-22 | 2018-12-12 | $19,028 | $0 | $17,189 | $1,839 | $0 | $0 | $0 | $1,839 |
| 250SH GENERAL MILLS INC | P | 2011-03-09 | 2018-10-30 | $10,942 | $0 | $9,520 | $1,422 | $0 | $0 | $0 | $1,422 |
| 150SH GENERAL MILLS INC | P | 2011-12-09 | 2018-10-30 | $6,565 | $0 | $6,206 | $359 | $0 | $0 | $0 | $359 |
| 34SH MONSANTO CO | P | 2006-03-06 | 2018-06-07 | $4,352 | $0 | $1,495 | $2,857 | $0 | $0 | $0 | $2,857 |
| 11SH MONSANTO CO | P | 2006-08-04 | 2018-06-07 | $1,408 | $0 | $508 | $900 | $0 | $0 | $0 | $900 |
| 15SH MONSANTO CO | P | 2006-08-07 | 2018-06-07 | $1,920 | $0 | $685 | $1,235 | $0 | $0 | $0 | $1,235 |
| 13SH MONSANTO CO | P | 2006-08-22 | 2018-06-07 | $1,664 | $0 | $611 | $1,053 | $0 | $0 | $0 | $1,053 |
| 13SH MONSANTO CO | P | 2006-08-24 | 2018-06-07 | $1,664 | $0 | $617 | $1,047 | $0 | $0 | $0 | $1,047 |
| 14SH MONSANTO CO | P | 2006-09-01 | 2018-06-07 | $1,792 | $0 | $676 | $1,116 | $0 | $0 | $0 | $1,116 |
| 13SH MONSANTO CO | P | 2006-09-07 | 2018-06-07 | $1,664 | $0 | $614 | $1,050 | $0 | $0 | $0 | $1,050 |
| 32SH MONSANTO CO | P | 2006-10-13 | 2018-06-07 | $4,096 | $0 | $1,463 | $2,633 | $0 | $0 | $0 | $2,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,511 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $552,992 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022062 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $513,242 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044813 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,843 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $509,747 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.107589 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,261 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $590,476 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.144394 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $665,743 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075104 | DistributionYr5Rt |
| Total Distribution | 0.393962 | TotalDistributionRt |
| Average Distribution | 0.078792 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $526,482 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,483 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $155 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,638 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,039 | 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 | $155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $155 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STIFEL NICOLAUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004880970 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8182 MARYLAND AVE STE 1000 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631053786 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA D KLEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9005 GREENRIDGE DR | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $20,350 | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $508,712 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $534,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $534,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $526,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,324 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $155 | TotalTaxAmt |
| Distributable Before Adj | $26,169 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,169 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,169 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,039 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,039 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $155 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,884 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,169 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $17,070 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,670 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,395 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,039 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,169 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,870 | RemainingDistriFromCorpusAmt |
| Total Corpus | $162,265 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $17,070 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $145,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,655 | ExcessFromYear4Amt |
| Excess From Year3 | $29,670 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $58,870 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE LITTLE SISTERS OF THE LAMB | ||||||
| 36 SOUTH BOEKE STREET | KANSAS CITY | KS | 66101 | 501(c)(3) | SUPPORT THECATHOLIC FAITH | $500 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | 501(c)(3) | DISASTER RELIEF | $3,500 |
| EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM | ||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | 501(c)(3) | CHARITABLE WORK IN THE HOLY LAND | $700 |
| THE LITTLE BROTHERS OF THE LAMB | ||||||
| 801 VERMONT AVE | KANSAS CITY | KS | 66101 | 501(c)(3) | SUPPORT THECATHOLIC FAITH | $1,500 |
| ANNUAL CATHOLIC APPEAL | ||||||
| 20 ARCHBISHOP MAY DRIVE | ST LOUIS | MO | 63119 | 501(c)(3) | SUPPORT THE CATHOLIC FAITH | $1,500 |
| ROMAN CATHOLIC FOUNDATION | ||||||
| 12 ARCHBISHOP MAY DR | ST LOUIS | MO | 63119 | 501(c)(3) | SUPPORT THECATHOLIC FAITH | $50,000 |
| CATHOLIC COMMUNITY FOUNDATION | ||||||
| 523 NORTH DULUTH AVE | SIOUX FALLS | SD | 57104 | 501(c)(3) | SUPPORT THECATHOLIC FAITH | $2,500 |
| CMMB | ||||||
| 100 WALL STREET FLOOR 9 | NEW YORK | NY | 10005 | 501(c)(3) | SUPPORTS VULNERABLEWOMEN & CHILDREN | $2,000 |
| AID TO THE CHURCH IN NEED | ||||||
| 725 LEONARD ST | BROOKLYN | NY | 11222 | 501(c)(3) | SUPPORT THE CATHOLICFAITH WORLDWIDE | $2,000 |
| PARTNERS IN SUSTAINABLE DEVELOPMENT | ||||||
| 5200 SHAW AVE | ST LOUIS | MO | 63110 | 501(c)(3) | FIGHT EXTREMEPOVERTY | $13,955 |
| BROOM TREE | ||||||
| 123 SAINT RAPHAEL CIRCLE | IRENE | SD | 57037 | 501(c)(3) | YOUTH & FAMILY CAMP | $5,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,539 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,669 | TotalIncomeProducingActyAmt |
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 | BRENEMAN GOMEZ TAX PREPARATION | CategoryTxt |
| Amt | $525 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10 SH ALPHABET INC CL C | $2,360 | $10,356 |
| 10 SH ALPHABET INC CL A | $2,373 | $10,450 |
| 200 SH AMERICAN TOWER CORP | $10,557 | $31,638 |
| 444 SH APPLE INC | $8,119 | $70,037 |
| 200 SH CARMAX INC | $9,676 | $12,546 |
| 400 SH COLGATE-PALMOLIVE | $14,849 | $23,808 |
| 300 SH DANAHER CORP | $12,723 | $30,936 |
| 200 SH ECOLAB INC | $9,677 | $29,470 |
| 300 SH EMERSON ELECTRIC CO | $10,363 | $17,925 |
| 205 SH EXXON MOBILE CORP | $10,588 | $13,979 |
| 300 SH FASTENAL COMPANY | $10,327 | $15,687 |
| 400 SH INTEL CORP | $9,304 | $18,772 |
| 200 SH JOHNSON & JOHNSON | $13,195 | $25,810 |
| 100 SH PHILIP MORRIS INTL INC | $3,919 | $6,676 |
| 200 SH PRICE T ROWE GRP INC | $11,033 | $18,464 |
| 300 SH QUALCOMM INC | $16,020 | $17,073 |
| 200 SH ROPER INDUSTRIES INC | $12,729 | $53,304 |
| 182 SH SCHLUMBERGER LTD | $9,519 | $6,567 |
| 200 SH UNITED TECHNOLOGIES CORP | $12,154 | $21,296 |
| 225 SH VISA INC | $14,909 | $29,687 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX | $302 |
| RETURN OF CAPITAL | $501 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE | Desc |
| Revenue And Expenses Per Books | $27 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED GAINS | Desc |
| Amt | $15,512 | Amt |
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