SCHRIMPF FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCHRIMPF FAMILY FOUNDATION (EIN 47-6734875)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-31
- IRS object ID
- 201701519349100710
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-31T15:24:08-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431305800 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 SUNNEN DR SUITE 100 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476734875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHRIMPF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHR | BusinessNameControlTxt |
| Phone | 6187810863 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7304 SOUTH SERENOA DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34241 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R WILLIAM SCHRIMPF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6187810863 | PhoneNum |
| Signature | 2017-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREG PEARSON | PreparerPersonNm |
| PTIN | P01710618 | PTIN |
| Phone | 3146151200 | PhoneNum |
| Preparation | 2017-05-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.99.101.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-17 | IPDt |
| IP Tm | 11:43:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6FF88E3C6CE5850E4AF487878BA578D11B53FC88 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 95317452C0146E7E0B24976E3D0CBC6F3DB6D646 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $739,365 | 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 | $922,603 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $499,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $847,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $499,930 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,422,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,935 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,601 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,939 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,564 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,312 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,312 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,210,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $499,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,633 | CashBOYAmt |
| Cash EOY | $739,365 | CashEOYAmt |
| Cash EOYFMV | $739,365 | CashEOYFMVAmt |
| Total Assets BOY | $28,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $739,365 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $739,365 | 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 | $28,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | $739,365 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $739,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $739,365 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,210,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,239,295 | SubtotalAmt |
| Other Decreases | $499,930 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $739,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2.87514 SHARES FEDEX CORP (FDX) | D | 2016-09-28 | 2016-12-13 | $568 | $457 | $111 | $111 |
| 7.94738 SHARES MASTERCARD INC CL A (MA) | D | 2016-11-04 | 2016-12-13 | $818 | $753 | $65 | $65 |
| 24.17799 SHARES 3M CO (MMM) | D | 2016-09-07 | 2016-12-13 | $4,331 | $4,115 | $216 | $216 |
| 6.07003 SHARES ACENTURE PLC IRELAND (ACN) | D | 2016-11-15 | 2016-12-13 | $746 | $710 | $36 | $36 |
| 130 SHARES ALPHABET INC CL A (GOOGL) | D | 2011-09-02 | 2016-12-13 | $104,866 | $34,523 | $70,343 | $70,343 |
| 18.93866 SHARES FEDEX CORP (FDX) | D | 2001-01-01 | 2016-12-13 | $3,733 | $2,322 | $1,411 | $1,411 |
| 18.08171 SHARES MASTERCARD INC CL A (MA) | D | 2001-01-01 | 2016-12-13 | $1,859 | $1,369 | $490 | $490 |
| 50 SHARES THERMO FISHER SCIENTIFIC INC (TMO) | D | 2012-02-24 | 2016-12-13 | $7,155 | $2,859 | $4,296 | $4,296 |
| 278.33784 SHARES 3M CO (MMM) | D | 2001-01-01 | 2016-12-13 | $49,855 | $37,355 | $12,500 | $12,500 |
| 26.48562 SHARES ACCENTURE PLC IRELAND (ACN) | D | 2001-01-01 | 2016-12-13 | $3,248 | $2,130 | $1,118 | $1,118 |
| 716 SHARES AMERICAN WATER WORKS CO INC (AWK) | D | 2011-09-02 | 2016-04-11 | $50,004 | $21,390 | $28,614 | $28,614 |
| 331.81951 SHARES FEDEX CORP (FDX) | D | 2001-01-01 | 2016-12-13 | $65,403 | $29,081 | $36,322 | $36,322 |
| 1600 SHARES GENERAL MILLS INC (GIS) | D | 2001-01-01 | 2016-09-29 | $101,337 | $57,142 | $44,195 | $44,195 |
| 439 SHARES ILLINOIS TOOL WORKS INC (ITW) | D | 2007-01-30 | 2016-08-02 | $49,940 | $22,243 | $27,697 | $27,697 |
| 1500 SHARES JP MORGAN CHASE & CO (JPM) | D | 2011-09-02 | 2016-12-27 | $99,255 | $40,713 | $58,542 | $58,542 |
| 971.95327 SHARES MASTERCARD INC CL A (MA) | D | 2001-01-01 | 2016-12-13 | $99,945 | $15,906 | $84,039 | $84,039 |
| 950.59265 SHARES 3M CO (MMM) | D | 2001-01-01 | 2016-12-13 | $170,269 | $62,775 | $107,494 | $107,494 |
| 279.41176 ACCENTURE PLC IRELAND (ACN) | D | 2001-01-01 | 2016-12-13 | $34,269 | $11,828 | $22,441 | $22,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $499,930 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $167,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,046 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 4.521406 | DistributionYr1Rt |
| Total Distribution | 4.521406 | TotalDistributionRt |
| Average Distribution | 4.521406 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $92,678 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $419,035 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,999 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $424,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $205,312 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,999 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,999 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $2,994 | OverpaymentAmt |
| Applied To ES Tax | $2,994 | 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 | IL | 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 | R WILLIAM SCHRIMPF | IndividualWithBooksNm |
| Phone | 6187810863 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7304 SOUTH SERENOA DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34241 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| R WILLIAM SCHRIMPF JR | ||||||||
| 7304 SOUTH SERENOA DRIVE | SARASOTA | FL | 34241 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW W SCHRIMPF | ||||||||
| 3669 TORCH CLUB ROAD | ALTON | IL | 62002 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN M HATFIELD | ||||||||
| 4609 VALLEYDALE ROAD | GODFREY | IL | 62035 | TRUSTEE | 0.00 | $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 | $8,517 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,572 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,089 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,089 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,678 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,999 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $205,312 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $205,312 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $205,312 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $205,312 | 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 | $205,312 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $205,312 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RIVERBEND HEAD START & FAMILY SERVICES | |||||||
| 550 LANDMARKS BLVD | ALTON | IL | 62002 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| LEWIS & CLARK COMMUNITY COLLEGE FOUNDATION | |||||||
| 5800 GODFREY RD | GODFREY | IL | 62035 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| UNITED WAY | |||||||
| 910 NORTH 11TH STREET | ST LOUIS | MO | 63101 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $31,000 |
| HARVEST UNITED METHODIST CHURCH | |||||||
| 14305 COVENANT WAY | BRADENTON | FL | 34202 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $62,150 |
| ALTON MEMORIAL HEALTH SERVICES FOUNDATION | |||||||
| ONE MEMORIAL DRIVE | ALTON | IL | 62002 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,662 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 9370 OLIVE BLVD | ST LOUIS | MO | 63132 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| CRISIS FOOD CENTER | |||||||
| 21 EAST 6TH STREET | ALTON | IL | 62002 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| THE SALVATION ARMY | |||||||
| 525 ALBY STREET | ALTON | IL | 62002 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| 100 NEEDIEST CASES | |||||||
| PO BOX 14507 | ST LOUIS | MO | 63178 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| AMERICAN CANCER SOCIETY | |||||||
| 5 SCHIBER CT | MARYVILLE | IL | 62062 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| TURNING POINTS | |||||||
| 701 17TH AVENUE WEST | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| MAKE A WISH | |||||||
| 4742 NORTH 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| MAIN STREET UNITED METHODIST CHURCH | |||||||
| 1400 MAIN STREET | ALTON | IL | 62002 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $38,500 |
| BOY SCOUTS OF AMERICA | |||||||
| 4568 WEST PINE BLVD | ST LOUIS | MO | 63108 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| THE BACKSTOPPERS | |||||||
| 10411 CLAYTON ROAD | ST LOUIS | MO | 63131 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| SENIOR SERVICES PLUS | |||||||
| 2603 N RODGERS AVE | ALTON | IL | 62002 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,312 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $499,930 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $499,935 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $499,935 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R WILLIAM SCHRIMPF | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7304 SOUTH SERENOA DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $922,603 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (18 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 716 SHARES AMERICAN WATER WORKS CO INC (AWK) | $50,004 | 2016-04-11 |
| 1 | 439 SHARES ILLINOIS TOOL WORKS INC (ITW) | $49,940 | 2016-08-02 |
| 1 | 1600 SHARES GENERAL MILLS INC (GIS) | $101,337 | 2016-09-29 |
| 1 | 2.87514 SHARES FEDEX CORP (FDX) | $568 | 2016-12-13 |
| 1 | 7.94738 SHARES MASTERCARD INC CL A (MA) | $818 | 2016-12-13 |
| 1 | 24.17799 SHARES 3M CO (MMM) | $4,331 | 2016-12-13 |
| 1 | 6.07003 SHARES ACENTURE PLC IRELAND (ACN) | $746 | 2016-12-13 |
| 1 | 130 SHARES ALPHABET INC CL A (GOOGL) | $104,866 | 2016-12-13 |
| 1 | 18.93866 SHARES FEDEX CORP (FDX) | $3,733 | 2016-12-13 |
| 1 | 18.08171 SHARES MASTERCARD INC CL A (MA) | $1,859 | 2016-12-13 |
| 1 | 50 SHARES THERMO FISHER SCIENTIFIC INC. (TMO) | $7,155 | 2016-12-13 |
| 1 | 278.33784 SHARES 3M CO (MMM) | $49,855 | 2016-12-13 |
| 1 | 26.48562 SHARES ACENTURE PLC IRELAND (ACN) | $3,248 | 2016-12-13 |
| 1 | 331.81951 SHARES FEDEX CORP (FDX) | $65,403 | 2016-12-13 |
| 1 | 971.95327 SHARES MASTERCARD INC CL A (MA) | $99,946 | 2016-12-13 |
| 1 | 950.59265 SHARES 3M CO (MMM) | $170,269 | 2016-12-13 |
| 1 | 279.41176 SHARES ACENTURE PLC IRELAND (ACN) | $34,269 | 2016-12-13 |
| 1 | 1150 SHARES JP MORGAN CHASE & CO | $99,255 | 2016-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,601 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON CONTRIBUTED SECURITIES AT DATE OF CONTRIBUTION | Desc |
| Amt | $499,930 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL FILING FEE | $15 | $0 | $0 |
| CHECK REORDER FEE | $9 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2015 FEDERAL TAX PAYMENT | $2,454 | $0 | $0 |
| 2016 FEDERAL ESTIMATED TAX PAYMENTS | $1,485 | $0 | $0 |