BETA

JEANNINE J BARRETT FOUNDATION 10-17-2006: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JEANNINE J BARRETT FOUNDATION 10-17-2006 (EIN 20-7165386)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201701329349102370
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T14:33:12-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431305800PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UHY ADVISORS MO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 SUNNEN DR SUITE 100AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63143ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207165386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEANNINE J BARRETT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEANBusinessNameControlTxt
Phone3145766800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line177 PROGRESS PARKWAYAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL G BARRETTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3145766800PhoneNum
Signature2017-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDENISE M PISCIOTTAPreparerPersonNm
PTINP00560435PTIN
Phone3146151200PhoneNum
Preparation2017-05-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.99.101.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-05IPDt
IP Tm14:45:59IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7047AADD3D1B840E369BFABB206C47F34D066942AtSubmissionCreationDeviceId
At Submission Filing Device Id7047AADD3D1B840E369BFABB206C47F34D066942AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$855,102FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,713DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,713DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,867NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$41,614GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,867CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$240OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$240OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$28,820TotalRevAndExpnssAmt
Total Net Invst Incm$28,820TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,095AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$975TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,301OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,301OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,371TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,851TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,371TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,851TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,551ExcessRevenueOverExpensesAmt
Net Investment Income$24,969NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,077CashBOYAmt
Cash EOY$14,399CashEOYAmt
Cash EOYFMV$14,399CashEOYFMVAmt
Corporate Stock BOY$664,412CorporateStockBOYAmt
Corporate Stock EOY$646,539CorporateStockEOYAmt
Corporate Stock EOYFMV$840,703CorporateStockEOYFMVAmt
Total Assets BOY$679,489TotalAssetsBOYAmt
Total Assets EOY$660,938TotalAssetsEOYAmt
Total Assets EOYFMV$855,102TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$679,489RetainedEarningBOYAmt
Retained Earning EOY$660,938RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$679,489TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$660,938TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$679,489TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$660,938TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$679,489TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,551ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$660,938SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$660,938TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DODGE & COX INC FUNDP2014-10-142016-10-14$19,960$20,149-$189-$189
ISHARES RUSSELL 1000P2010-09-142016-11-11$20,408$10,598$9,810$9,810
CAPITAL GAINS DIVIDENDSP$1,246$1,246$1,246
FieldValueIRS element (for citing)
Capital Gain Net Income$10,867CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$43,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$835,153NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051488DistributionYr1Rt
Adjusted Qlfy Distri Yr2$42,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$895,664NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047451DistributionYr2Rt
Adjusted Qlfy Distri Yr3$42,142AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$674,660NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.062464DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,407AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$680,077NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059415DistributionYr4Rt
Adjusted Qlfy Distri Yr5$39,808AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$700,035NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056866DistributionYr5Rt
Total Distribution0.277684TotalDistributionRt
Average Distribution0.055537AverageDistributionRt
Net Vl Noncharitable Assets$818,671NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$45,467AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$250NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$45,717AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$499InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$499SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$499TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$960EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$960TotalPaymentsAndCreditsAmt
Overpayment$461OverpaymentAmt
Applied To ES Tax$461AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DANIEL G BARRETTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3145766800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line177 PROGRESS PARKWAYAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63043ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL G BARRETT
77 PROGRESS PARKWAYST LOUISMO63043TRUSTEE0.00$0$0$0
TIMOTHY R BARRETT
77 PROGRESS PARKWAYST LOUISMO63043TRUSTEE0.00$0$0$0
PATRICK J BARRETT
77 PROGRESS PARKWAYST LOUISMO63043TRUSTEE0.00$0$0$0
KATHLEEN M RUTH
77 PROGRESS PARKWAYST LOUISMO63043TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$821,400AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,738AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$831,138TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$831,138AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,467CashDeemedCharitableAmt
Net Vl Noncharitable Assets$818,671NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,934MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,934MinimumInvestmentReturnAmt
Tax Based On Investment Income$499TaxBasedOnInvestmentIncomeAmt
Total Tax$499TotalTaxAmt
Distributable Before Adj$40,435DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,435DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,435DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$42,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,435DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,829ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,089ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,125ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$2,177ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,220TotalExcessDistributionCyovAmt
Qualifying Distributions$42,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,435AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,565RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$24,785TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,829ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,956ExcessDistriCyovToNextYrAmt
Excess From Year4$7,089ExcessFromYear4Amt
Excess From Year3$9,125ExcessFromYear3Amt
Excess From Year1$2,177ExcessFromYear1Amt
Excess From Current Year$1,565ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NCL SOUTHLAKE
PO BOX 92681SOUTHLAKETX76092NONEPUBLIC CHARITYGENERAL FUND$1,000
VILLA DUSCHESNE
801 S SPOEDE RODST LOUISMO63131NONEPUBLIC CHARITYGENERAL FUND$5,000
DESMET JESUIT HIGH SCHOOL
233 N NEW BALLASCREVE COEURMO63141NONEPUBLIC CHARITYGENERAL FUND$8,500
SMU CATHOLIC
3057 UNIVERSITY BLVDDALLASTX75205NONEPUBLIC CHARITYGENERAL FUND$500
KENRICK-GLENNON SEMINARY
5200 GLENNON DRIVEST LOUISMO63119NONEPUBLIC CHARITYGENERAL FUND$500
ST LOUIS UNIVERSITY HIGH SCHOOL
4970 OAKLAND AVEST LOUISMO63110NONEPUBLIC CHARITYGENERAL FUND$2,500
SISTERS OF ST JOSEPH
6400 MINNESOTAST LOUISMO63111NONEPUBLIC CHARITYGENERAL FUND$500
ST JOSEPH'S ACADEMY
2307 S LINDBERGH BLVDST LOUISMO63131NONEPUBLIC CHARITYGENERAL FUND$5,000
TODAY & TOMORROW EDUCATIONAL FUND
20 ARCHBISHOP MAY DRST LOUISMO63119NONEPUBLIC CHARITYGENERAL FUND$1,000
ST MICHAELS SCHOOL OF CLAYTON
6345 WYDOWN BLVDCLAYTONMO63105NONEPUBLIC CHARITYGENERAL FUND$4,000
CARITAS CONNECTIONS
PO BOX 31072ST LOUISMO63131NONEPUBLIC CHARITYGENERAL FUND$1,000
CATHOLIC CHARITIES
PO BOX 15610FORT WORTHTX76119NONEPUBLIC CHARITYGENERAL FUND$3,000
SPECIAL EDUCATION FOUNDATION
10176 CORPORATE SQUAREST LOUISMO63132NONEPUBLIC CHARITYGENERAL FUND$1,000
ROMAN CATHOLIC FOUNDATION
12 ARCHBISHOP MAY DRST LOUISMO63119NONEPUBLIC CHARITYGENERAL FUND$500
BETTER MATCH FOUNDATION
13725 MARINE AVEST LOUISMO63146NONEPUBLIC CHARITYGENERAL FUND$1,000
HEROES FOR CHILDREN
1701 N COLLINS SUITE 240RICHARDSONTX750803553NONEPUBLIC CHARITYGENERAL FUND$3,000
BARAT ACADEMY
17815 WILD HORSE CREEK ROADCHESTERFIELDMO63005NONEPUBLIC CHARITYGENERAL FUND$1,500
OUR LITTLE HAVEN
4316 LINDELL BLVDST LOUISMO63108NONEPUBLIC CHARITYGENERAL FUND$500
CURE SAN FILIPPO FOUNDATION
PO BOX 6901COLUMBIASC29260NONEPUBLIC CHARITYGENERAL FUND$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,713ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$240ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,867ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,820ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,820TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,095Amt
Net Investment Income$550NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$646,539EOYBookValueAmt
EOYFMV$840,703EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$3,301RevenueAndExpensesPerBooksAmt
Net Investment Income$3,301NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSCHWAB 7198-1825Desc
Revenue And Expenses Per Books$240RevenueAndExpensesPerBooksAmt
Net Investment Income$240NetInvestmentIncomeAmt
Adjusted Net Income$240AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL PAYMENTCategoryTxt
Amt$975Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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