DULA-KOBUSCH CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DULA-KOBUSCH CHARITABLE TRUST (EIN 47-2566918)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349102332
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T14:19:41-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431780398 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN BRICKER & ADAMS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12977 NORTH FORTY DRIVE SUITE 309 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | 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 | 472566918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DULA-KOBUSCH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DULA | BusinessNameControlTxt |
| Phone | 3143698155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 DIELMAN ROAD | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631324307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD KOBUSCH JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9173287171 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D JAY ADAMS | PreparerPersonNm |
| PTIN | P00043608 | PTIN |
| Phone | 3145792445 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.15.69.126 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 14:19:38 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0A3A51F8BFFDA24592CEF850E57B00CFF0AE1785 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,856,269 | 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 | $75,739 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $75,739 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $399,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $399,096 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,420,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,212,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,420,213 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,895,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,895,048 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,114 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,114 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,210 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,210 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $92,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,891 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,612 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,488 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $187,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $140,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,182,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,182,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,369,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $140,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,204,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,525,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,754,745 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $239,348 | CashBOYAmt |
| Cash EOY | $220,390 | CashEOYAmt |
| Cash EOYFMV | $220,390 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $3,184,180 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,168,540 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,585,743 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,576,252 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,200,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,111,755 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,588,987 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $432,640 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $300,265 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $302,100 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,872,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,402,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,856,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,872,340 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,402,333 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,872,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,402,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,872,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,402,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,872,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,525,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,772 | OtherIncreasesAmt |
| Subtotal | $22,402,333 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,402,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .8 SHS CASS INFORMATION SYSTEMS INC | 2018-04-06 | 2018-12-14 | $44 | $40 | $4 | $4 | |
| 4310 SHS COMMSCOPE HOLDING CO INC | 2018-04-06 | 2018-11-20 | $50,007 | $106,367 | -$56,360 | -$56,360 | |
| 21778 SHS HARBOR INTL RET | 2018-03-26 | 2018-11-08 | $1,289,892 | $1,450,000 | -$160,108 | -$160,108 | |
| US TREASURY BILL 12/27/2018 | 2018-09-27 | 2018-11-08 | $348,968 | $348,126 | $842 | $842 | |
| 145 SHS JACK HENRY & ASSOCIATES | 2018-04-06 | 2018-11-01 | $21,536 | $17,354 | $4,182 | $4,182 | |
| 40 SHS HCA HEALTHCARE INC | 2018-04-06 | 2018-10-26 | $5,018 | $3,854 | $1,164 | $1,164 | |
| 255 SHS ORACLE CORP | 2018-04-06 | 2018-10-26 | $12,044 | $11,515 | $529 | $529 | |
| 100000 JOHN DEERE CAPITAL CORP | 2009-11-17 | 2018-09-10 | $100,000 | $100,000 | $0 | $0 | |
| 300 SHS HCA HEALTHCARE INC | 2018-04-06 | 2018-08-27 | $39,361 | $28,964 | $10,397 | $10,397 | |
| 63485 SHS LONGLEAF PARTNERS | 2018-03-26 | 2018-07-06 | $1,735,030 | $1,650,000 | $85,030 | $85,030 | |
| 645 SHS CARMAX INC | 2018-04-06 | 2018-06-22 | $52,155 | $38,898 | $13,257 | $13,257 | |
| 165 SHS FEDEX CORP | 2018-04-06 | 2018-06-13 | $43,754 | $38,660 | $5,094 | $5,094 | |
| 149 SHS SITEONE LANDSCAPE SUPPLY INC | 2018-04-06 | 2018-05-22 | $11,818 | $11,546 | $272 | $272 | |
| 50000 SHS BERKSHIRE HATHAWAY FIN | 2009-05-05 | 2018-05-15 | $50,000 | $50,000 | $0 | $0 | |
| 795 SHS INTEL CORP | 2018-04-06 | 2018-04-18 | $43,035 | $38,870 | $4,165 | $4,165 | |
| 100000 ORACLE CORP 04/15/2018 | 2009-11-17 | 2018-04-15 | $100,000 | $100,000 | $0 | $0 | |
| 73313 SHS CHAMPLAIN SMALL COMPANY INST | 2018-03-26 | 2018-04-10 | $1,514,623 | $1,500,000 | $14,623 | $14,623 | |
| 23775 SHS OAKMARK FUND INST | 2018-03-26 | 2018-04-10 | $2,006,617 | $2,000,000 | $6,617 | $6,617 | |
| 3330 SHS BLACKROCK INC | 2017-02-21 | 2018-03-26 | $1,798,765 | $1,306,175 | $492,590 | $492,590 | |
| 8116 SHS BERKSHIRE HATHAWAY INC CL B | 1999-04-21 | 2018-03-26 | $1,613,735 | $415,134 | $1,198,601 | $1,198,601 | |
| 16600 SHS COLGATE-PALMOLIVE CO | 1994-10-01 | 2018-03-26 | $1,131,011 | $153,436 | $977,575 | $977,575 | |
| 8510 SHS CENTENE CORP | 2015-12-18 | 2018-03-26 | $862,033 | $559,300 | $302,733 | $302,733 | |
| 12370 SHS CVS HEALTH CORP | 2014-09-08 | 2018-03-26 | $762,029 | $1,009,727 | -$247,698 | -$247,698 | |
| 10565 SHS EMERSON ELECTRIC CO | 2008-11-18 | 2018-03-26 | $734,446 | $345,832 | $388,614 | $388,614 | |
| 13846 SHS EXPRESS SCRIPTS HOLDING | 2002-12-19 | 2018-03-26 | $978,880 | $84,803 | $894,077 | $894,077 | |
| 5430 SHS FEDEX CORP | 2005-07-12 | 2018-03-26 | $1,299,343 | $468,498 | $830,845 | $830,845 | |
| 11378 SHS JOHNSON & JOHNSON | 1994-10-01 | 2018-03-26 | $1,445,690 | $17,610 | $1,428,080 | $1,428,080 | |
| 6571 SHS 3M CO | 2005-07-12 | 2018-03-26 | $1,442,591 | $498,033 | $944,558 | $944,558 | |
| 15345 SHS NORTHERN TRUST CORP | 2009-06-22 | 2018-03-26 | $1,594,299 | $819,138 | $775,161 | $775,161 | |
| 11295 SHS PEPSICO INC | 1999-04-22 | 2018-03-26 | $1,205,556 | $440,586 | $764,970 | $764,970 | |
| 11791 SHS PROCTER & GAMBLE CO | 1999-04-29 | 2018-03-26 | $900,136 | $600,614 | $299,522 | $299,522 | |
| 12365 SHS TIME WARNER INC | 2016-03-15 | 2018-03-26 | $1,161,582 | $873,164 | $288,418 | $288,418 | |
| 9755 SHS UNITED TECHNOLOGIES CORP | 2007-07-13 | 2018-03-26 | $1,236,530 | $730,893 | $505,637 | $505,637 | |
| 12700 SHS VISA INC | 2013-03-04 | 2018-03-26 | $1,527,379 | $505,435 | $1,021,944 | $1,021,944 | |
| 15425 SHS WALGREENS BOOTS ALLIANCE | 1994-10-01 | 2018-03-26 | $1,038,756 | $78,224 | $960,532 | $960,532 | |
| 18630 SHS WELLS FARGO & CO | 2015-04-10 | 2018-03-26 | $973,443 | $1,011,004 | -$37,561 | -$37,561 | |
| 20265 SHS CLEARBRIDGE ENERGY MLP | 2018-03-26 | $259,460 | $280,943 | -$21,483 | -$21,483 | ||
| 50000 WAL-MART STORES 02/15/2018 | 2009-05-05 | 2018-02-15 | $50,000 | $50,000 | $0 | $0 | |
| 50000 ATT | 2018-02-01 | $50,000 | $50,000 | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | $723,390 | $723,390 | $723,390 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,420,213 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,038,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,920,678 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,082,426 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,266,918 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053409 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $593,960 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,311,106 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034311 | DistributionYr3Rt |
| Total Distribution | 0.135095 | TotalDistributionRt |
| Average Distribution | 0.045032 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,280,779 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,003,348 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $127,547 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,130,895 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,204,400 | 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 | $127,547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $127,547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $127,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $112,147 | 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 |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN KOBUSCH WERNER | IndividualWithBooksNm |
| Phone | 3143698155 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 DIELMAN ROAD | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631324307 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA NA | ||||||||
| 135 S LASALLE STREET | CHICAGO | IL | 60603 | AGENT FOR FIDUCIARY | 1.00 | $3,565 | $0 | $0 |
| SUSAN WERNER | ||||||||
| 410 DIELMAN RD | ST LOUIS | MO | 63132 | CO TRUSTEE | 5.00 | $28,000 | $0 | $0 |
| RICHARD KOBUSH | ||||||||
| 2627 S BAYSHORE DR APT 506 | COCONUT GROVE | FL | 33133 | CO TRUSTEE | 5.00 | $28,000 | $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 | $19,484,550 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,135,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,620,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,620,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $339,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,280,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,114,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,114,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $127,547 | TotalTaxAmt |
| Distributable Before Adj | $986,492 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $986,492 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $986,492 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,204,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,204,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $127,547 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,076,853 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $986,492 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,072 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,204,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,072 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $986,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $153,836 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $153,836 | 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 | $153,836 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $153,836 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICORPS | |||||||
| 1315 ANN AVE | SAINT LOUIS | MO | 63104 | PC | UNRESTRICTED GENERAL SUPPORT | $30,000 | |
| AVON OLD FARMS | |||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| CASA VALENTINA | |||||||
| 2103 CORAL WAY 2ND FLOOR | MIAMI | FL | 33145 | PC | UNRESTRICTED GENERAL SUPPORT | $20,000 | |
| CENTER FOR PERFORMING ARTS | |||||||
| 8045 BIG BEND BLVD STE 200 | WEBSTER GROVES | MO | 63119 | PC | UNRESTRICTED GENERAL SUPPORT | $75,000 | |
| CHURCH OF THE ANNUNZIATA | |||||||
| 9305 CLAYTON ROAD | SAINT LOUIS | MO | 63124 | PC | UNRESTRICTED GENERAL SUPPORT | $2,000 | |
| CITY ACADEMY | |||||||
| 4175 N KINGSHIGHWAY BLVD | SAINT LOUIS | MO | 63115 | PC | UNRESTRICTED GENERAL SUPPORT | $45,000 | |
| EAGLEBROOK SCHOOL | |||||||
| 271 PINE NOOK ROAD | DEERFIELD | MA | 01342 | PC | UNRESTRICTED GENERAL SUPPORT | $20,000 | |
| FAIR ST LOUIS FOUNDATION | |||||||
| 301 PROSPECT AVE | SAINT LOUIS | MO | 63110 | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 | |
| FAIRCHILD TROPICAL BOTANICAL | |||||||
| 10901 OLD CUTLER ROAD | CORAL GABLES | FL | 33156 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | |
| GREATER ST LOUIS HONOR FLIGHT | |||||||
| 36 FOUR SEASONS SHOPPING CENTER | CHESTERFIELD | MO | 63017 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| LITTLE TRAVERSE BAY HUMANE SOCIETY | |||||||
| 1300 W CONWAY ROAD | HARBOR SPRINGS | MI | 49740 | PC | UNRESTRICTED GENERAL SUPPORT | $30,000 | |
| LITTLE TRAVERSE CONSERVANCY INC | |||||||
| 3264 POWELL ROAD | HARBOR SPRINGS | MI | 49740 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| MARYGROVE | |||||||
| 2705 MULLANPHY ROAD | FLORISSANT | MO | 63031 | PC | UNRESTRICTED GENERAL SUPPORT | $47,500 | |
| MASS GENERAL HOSPITAL FAUSTMAN | |||||||
| BLDG 149 13TH STREET RM 3602 | CHARLESTOWN | MA | 02129 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | |
| MCLAREN NORTHERN MICHIGAN | |||||||
| 360 CONNABLE AVE | PETOSKEY | MI | 49770 | PC | UNRESTRICTED GENERAL SUPPORT | $55,000 | |
| MEMORY CARE SOLUTIONS | |||||||
| 4389 W PINE BLVD | SAINT LOUIS | MO | 63108 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| MIAMI CHILDRENS HOSPITAL | |||||||
| 3100 SW 62ND AVE | MIAMI | FL | 33155 | PC | UNRESTRICTED GENERAL SUPPORT | $20,000 | |
| MIAMI CHILDRENS MUSEUM | |||||||
| 980 MACARTHUR CAUSEWAY | MIAMI | FL | 33132 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| MICDS | |||||||
| 101 N WARSON RD | SAINT LOUIS | MO | 63124 | PC | UNRESTRICTED GENERAL SUPPORT | $112,500 | |
| MISSOURI BOTANICAL GARDEN | |||||||
| 4344 SHAW BLVD | SAINT LOUIS | MO | 63110 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| MISSOURI HUMANE SOCIETY | |||||||
| 1201 MACKLIND AVE | SAINT LOUIS | MO | 63110 | PC | UNRESTRICTED GENERAL SUPPORT | $35,000 | |
| MISSOURI VETERANS ENDEAVOR | |||||||
| 8410 ENGLER PARK CT | SAINT LOUIS | MO | 63114 | PC | UNRESTRICTED GENERAL SUPPORT | $35,000 | |
| MOTT HALL BRIDGES ACADEMY | |||||||
| 244 HERZL ST | BROOKLYN | NY | 11212 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| MUNICIPAL THEATRE ASSOCIATION OF ST LOUIS | |||||||
| 1 THEATRE DRIVE | SAINT LOUIS | MO | 63112 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | PC | UNRESTRICTED GENERAL SUPPORT | $20,000 | |
| PROJECT INC | |||||||
| 2828 BRANNON AVE | SAINT LOUIS | MO | 63139 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| READY READERS | |||||||
| 10403 BAUR BLVD H | SAINT LOUIS | MO | 63132 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| SOUTHSIDE EARLY CHILDHOOD CENTER | |||||||
| 2101 S JEFFERSON AVE | SAINT LOUIS | MO | 63104 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| ST LOUIS CHAPTER OF RED CROSS | |||||||
| 10195 CORPORATE SQUARE DRIVE | SAINT LOUIS | MO | 63132 | PC | UNRESTRICTED GENERAL SUPPORT | $20,000 | |
| ST LOUIS CHILDRENS HOSPITAL | |||||||
| 1 CHILDRENS PLACE | SAINT LOUIS | MO | 63110 | PC | UNRESTRICTED GENERAL SUPPORT | $30,000 | |
| ST LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 N GRAND BLVD | SAINT LOUIS | MO | 63103 | PC | UNRESTRICTED GENERAL SUPPORT | $65,000 | |
| ST LOUIS VARIETY CLUB | |||||||
| 11840 WESTLINE INDUSTRIAL DRIVE STE | SAINT LOUIS | MO | 63146 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | 220 |
| ST LOUIS ZOO ASSOCIATION | |||||||
| GOVERNMENT DRIVE | SAINT LOUIS | MO | 63110 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | |
| ST PHILLIPS EPISCOPAL SCHOOL | |||||||
| 1121 ANDALUSIA AVENUE | CORAL GABLES | FL | 33134 | PC | UNRESTRICTED GENERAL SUPPORT | $185,000 | |
| STRAY RESCUE | |||||||
| 2320 PINE STREET | SAINT LOUIS | MO | 63103 | PC | UNRESTRICTED GENERAL SUPPORT | $20,000 | |
| TODAY AND TOMORROW EDUCATION FOUNDATION | |||||||
| 20 ARCHBISHOP MAY DRIVE | SAINT LOUIS | MO | 63119 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| YMCA OF SOUTH FLORIDA | |||||||
| 900 SE 3RD AVE 300 | FORT LAUDERDALE | FL | 33316 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | |
| CITY YEAR MIAMI | |||||||
| 44 W FLAGLER STREET STE 500 | MIAMI | FL | 33130 | PC | UNRESTRICTED GENERAL SUPPORT | $20,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| VIZC MUSEUM AND GARDENS | |||||||
| 3251 SOUTH MIAMI AVE | MIAMI | FL | 33129 | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| LITTLE TRAVERSE BAY HOSPICE | |||||||
| 1 HILAND DR | PETOSKEY | MI | 49770 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| ST LOUIS DANCING CLASSROOMS | |||||||
| PO BOX 179171 | SAINT LOUIS | MO | 63117 | PC | UNRESTRICTED GENERAL SUPPORT | $30,000 | |
| NO MORE TEARS | |||||||
| 6815 BISCAYNE BLVD STE 103-388 | MIAMI | FL | 33138 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| GOT YOUR SIX SUPPORT DOGS | |||||||
| 1099 F BELTINE RD 200 | COLLINSVILLE | IL | 62234 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| SECOND NATURE ALUMNI FOUNDATION | |||||||
| 1812 W SUNSET BLVD 209 | ST GEORGE | UT | 84770 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 | |
| ADRIENNE ARSHT CENTER FOR PERFORMING ARTS | |||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,182,000 | 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 | $75,739 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $399,096 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,420,213 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,895,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,895,048 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,210 | Amt |
| Net Investment Income | $4,210 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $300,265 | EOYBookValueAmt |
| EOYFMV | $302,100 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $17,111,755 | EOYBookValueAmt |
| EOYFMV | $14,588,987 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,484,058 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,475,098 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $101,685 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $101,154 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,114 | LegalFeesAmt |
| Net Investment Income | $4,114 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $4,772 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $92,891 | Amt |
| Net Investment Income | $92,891 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $25,124 | $0 | $0 |
| FOREIGN TAXES | $5,488 | $5,488 | $0 |
Comments