PRUFROCK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PRUFROCK FOUNDATION (EIN 46-1586470)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201721319349102127
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T14:16:11-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431931827 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX STRATEGIES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S BRENTWOOD BLVD SUITE 500 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | 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 | 461586470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRUFROCK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHARLES A LOWENHAUPT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRUF | BusinessNameControlTxt |
| Phone | 3142415950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S BROADWAY SUITE 550 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES A LOWENHAUPT | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3142415950 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN M KRUEGER CPA | PreparerPersonNm |
| PTIN | P01688871 | PTIN |
| Phone | 3147259600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.86.128.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 10:13:55 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 225810AE1CDAB43255B3FBC413360C56A89B2635 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C0B48B144078FB89770A35802F878C4003EC40A8 | 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 | $1,901,317 | 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 |
| Dividends Rev And Expnss | $32,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,889 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,916 | 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 |
| Legal Fees Rev And Expnss | $14,888 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,888 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,972 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,972 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,056 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,266,432 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,219,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,234,361 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $715,942 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $690,111 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $666,955 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,982,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,909,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,901,317 | 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 | $1,982,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,909,541 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,982,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,909,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,982,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,909,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,982,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,834 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,909,541 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,909,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 222.387 SHS INTERMEDIATE BOND FUND OF AMERICA CL F2 | P | 2013-04-30 | 2016-01-25 | $3,000 | $3,057 | -$57 | -$57 |
| 46.62 SHS NEW PERSPECTIVE FUND CL F2 | P | 2015-12-23 | 2016-01-28 | $1,537 | $1,685 | -$148 | -$148 |
| 390.40 SHS INTERMEDIATE BOND FUND OF AMERICA CL F2 | P | 2013-04-30 | 2016-05-13 | $5,325 | $5,368 | -$43 | -$43 |
| 95.27 SHS INTERMEDIATE BOND FUND OF AMERICA CL F2 | P | 2016-04-29 | 2016-05-20 | $1,292 | $1,299 | -$7 | -$7 |
| 125.97 SHS INTERMEDIATE BOND FUND OF AMERICA CL F2 | P | 2013-04-30 | 2016-05-20 | $1,708 | $1,732 | -$24 | -$24 |
| 9.26 SHS CAPITAL INCOME BUILDERS CL F2 | P | 2015-06-17 | 2016-05-13 | $533 | $553 | -$20 | -$20 |
| 119.08 SHS CAPITAL INCOME BUILDERS CL F2 | P | 2015-03-13 | 2016-05-13 | $6,852 | $6,962 | -$110 | -$110 |
| 17.15 SHS CAPITAL INCOME BUILDERS CL F2 | P | 2014-03-14 | 2016-06-10 | $1,000 | $984 | $16 | $16 |
| 40.56 SHS NEW PERSPECTIVE FUND CL F2 | P | 2015-12-23 | 2016-04-28 | $1,439 | $1,466 | -$27 | -$27 |
| 185.36 SHS AMERICAN HIGH-INCOME TRUST CL F2 | P | 2013-05-06 | 2016-08-11 | $1,870 | $2,163 | -$293 | -$293 |
| 31.31 SHS AMERICAN HIGH-INCOME TRUST CL F2 | P | 2015-08-31 | 2016-08-11 | $316 | $319 | -$3 | -$3 |
| 134.03 SHS CAPITAL WORLD BOND FUND CL F2 | P | 2013-01-31 | 2016-08-11 | $2,748 | $2,820 | -$72 | -$72 |
| 62.10 SHS CAPITAL INCOME BUILDERS CL F2 | P | 2013-12-19 | 2016-07-22 | $3,709 | $3,420 | $289 | $289 |
| 42.47 SHS CAPITAL INCOME BUILDERS CL F2 | P | 2013-01-31 | 2016-08-11 | $2,544 | $2,303 | $241 | $241 |
| 40.40 SHS NEW PERSPECTIVES FUND CL F2 | P | 2013-11-14 | 2016-07-28 | $1,489 | $1,539 | -$50 | -$50 |
| 272.02 SHS NEW PERSPECTIVES FUND CL F2 | P | 2013-11-14 | 2016-08-11 | $10,138 | $10,361 | -$223 | -$223 |
| 54.41 SHS NEW WORLD FUND CL F2 | P | 2013-12-26 | 2016-08-11 | $2,945 | $3,159 | -$214 | -$214 |
| 69.30 SHS AMERICAN HIGH-INCOME TRUST CL F2 | P | 2016-10-31 | 2016-11-04 | $701 | $705 | -$4 | -$4 |
| 304.44 SHS AMERICAN HIGH-INCOME TRUST CL F2 | P | 2013-05-06 | 2016-12-09 | $3,117 | $3,553 | -$436 | -$436 |
| 171.88 SHS AMERICAN HIGH-INCOME TRUST CL F2 | P | 2013-05-06 | 2016-12-16 | $1,755 | $2,006 | -$251 | -$251 |
| 9.20 SHS CAPITAL WORLD BOND FUND CL F2 | P | 2016-10-03 | 2016-11-04 | $185 | $188 | -$3 | -$3 |
| 1.63 SHS CAPITAL WORLD BOND FUND CL F2 | P | 2013-01-31 | 2016-11-04 | $33 | $34 | -$1 | -$1 |
| 63.21 SHS INTERMEDIATE BOND FUND OF AMERICA CL F2 | P | 2013-04-30 | 2016-11-04 | $862 | $869 | -$7 | -$7 |
| 136.38 SHS INTERMEDIATE BOND FUND OF AMERICA CL F2 | P | 2016-07-29 | 2016-11-04 | $1,860 | $1,867 | -$7 | -$7 |
| 196.47 SHS INTERMEDIATE BOND FUND OF AMERICA CL F2 | P | 2016-10-31 | 2016-12-09 | $2,639 | $2,671 | -$32 | -$32 |
| 304.60 SHS INTERMEDIATE BOND FUND OF AMERICA CL F2 | P | 2016-11-30 | 2016-12-16 | $4,063 | $4,102 | -$39 | -$39 |
| 554.90 SHS INTERMEDIATE BOND FUND OF AMERICA CL F2 | P | 2013-05-06 | 2016-12-16 | $7,402 | $7,620 | -$218 | -$218 |
| 14.75 SHS CAPITAL INCOME BUILDER CL F2 | P | 2016-09-14 | 2016-12-09 | $854 | $856 | -$2 | -$2 |
| 88.27 SHS CAPITAL INCOME BUILDER CL F2 | P | 2015-09-16 | 2016-12-16 | $5,117 | $4,857 | $260 | $260 |
| 16.22 SHS CAPITAL INCOME BUILDER CL F2 | P | 2016-09-14 | 2016-12-16 | $940 | $941 | -$1 | -$1 |
| 41.31 SHS NEW PERSPECTIVE FUND CL F2 | P | 2013-11-14 | 2016-10-27 | $1,519 | $1,573 | -$54 | -$54 |
| 495.81 SHS NEW PERSPECTIVE FUND CL F2 | P | 2013-11-14 | 2016-12-09 | $18,390 | $18,885 | -$495 | -$495 |
| 724.60 SHS NEW PERSPECTIVE FUND CL F2 | P | 2013-11-14 | 2016-12-16 | $26,723 | $27,600 | -$877 | -$877 |
| 2.77 SHS NEW WORLD FUND CL F2 | P | 2013-12-26 | 2016-11-04 | $145 | $161 | -$16 | -$16 |
| 58.14 SHS NEW WORLD FUND CL F2 | P | 2013-12-26 | 2016-12-16 | $3,000 | $3,289 | -$289 | -$289 |
| CAPITAL GAINS DIVIDENDS | P | $26,106 | $26,106 | $26,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,889 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,021,222 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049401 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,628 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,056,814 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037742 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,925 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,026,309 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.011314 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $145 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $75,561 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.001919 | DistributionYr4Rt |
| Total Distribution | 0.100376 | TotalDistributionRt |
| Average Distribution | 0.025094 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,946,717 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,851 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $281 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,132 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,565 | 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 | $281 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $281 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Overpayment | $279 | OverpaymentAmt |
| Applied To ES Tax | $279 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CAROLYN OHLSEN | IndividualWithBooksNm |
| Phone | 3142415950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S BROADWAY SUITE 550 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | 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 |
|---|---|---|---|---|---|---|---|---|
| LISA R CARNAHAN | ||||||||
| 10 S BROADWAY SUITE 550 | SAINT LOUIS | MO | 63102 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS S CARNAHAN | ||||||||
| 10 S BROADWAY SUITE 550 | SAINT LOUIS | MO | 63102 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHARLES A LOWENHAUPT | ||||||||
| 10 S BROADWAY SUITE 550 | SAINT LOUIS | MO | 63102 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,976,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,976,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,976,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,946,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,336 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,336 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $281 | TotalTaxAmt |
| Distributable Before Adj | $97,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,055 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,565 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,565 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $281 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $100,521 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,565 | QualifyingDistributionsAmt |
| Applied To Year1 | $100,521 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $97,011 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMENSTY INTERNATIONAL USA INC | |||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING FUNDS | $2,000 |
| AMERICAN HIMALAYAN FOUNDATION | |||||||
| 909 MONTGOMERY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| CARE TO LEARN | |||||||
| 411 N SHERMAN PARKWAY | SPRINGFIELD | MO | 65802 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| CENTER OF CREATIVE ARTS | |||||||
| 524 TRINITY AVE | SAINT LOUIS | MO | 63130 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| CIRCUS FLORA INC | |||||||
| 3547 OLIVE ST STE 210 | SAINT LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| CONTEMPORARY ART MUSEUM SAINT LOUIS | |||||||
| 3750 WASHINGTON BLVD | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $2,000 |
| CRUDEM FOUNDATION | |||||||
| PO BOX 804 362 SEWALL STREET | LUDLOW | MA | 01056 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| FOOD OUTREACH INC | |||||||
| 3117 OLIVE ST | SAINT LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DRIVE FOREST PARK | SAINT LOUIS | MO | 631121095 | NONE | PC | GENERAL OPERATING FUNDS | $20,000 |
| FORSYTH SCHOOL | |||||||
| 6235 WYDOWN BLVD | SAINT LOUIS | MO | 63105 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| FRIENDS OF KWMU INC | |||||||
| 3651 OLIVE ST | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| GREAT RIVER ENVIRONMENTAL LAW CENTER | |||||||
| 319 N FOURTH ST STE 800 | SAINT LOUIS | MO | 63102 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| JAZZ SAINT LOUIS | |||||||
| 3547 OLIVE ST STE 212 | SAINT LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| MISSOURI BOTANICAL GARDENS | |||||||
| PO BOX 299 | SAINT LOUIS | MO | 63166 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| NATIONAL DEMOCRATIC INSTITUTE FOR INTERNATIONAL AFFAIRS | |||||||
| 455 MASSACHUSETTS AVE NW 8TH FL | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| 1111 NORTH CAPITAL ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| OPERATION FOOD SEARCH | |||||||
| 6282 OLIVE BLVD | SAINT LOUIS | MO | 63130 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| SAINT LOUIS ART MUSEUM FOUNDATION | |||||||
| ONE FINE ARTS DRIVE FOREST PARK | SAINT LOUIS | MO | 631101380 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| SAINT LOUIS ZOO FOUNDATION | |||||||
| ONE GOVERNMENT DRIVE | SAINT LOUIS | MO | 631101395 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| SHAKESPEARE FESTIVAL SAINT LOUIS | |||||||
| 5715 ELIZABETH AVENUE | SAINT LOUIS | MO | 63110 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH STEET NW 1100W | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| VOICES FOR CHILDREN | |||||||
| 920 N VANDEVENTER | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| WORLDSERVE INTERNATIONAL | |||||||
| PO BOX 3437 | SPRINGFIELD | MO | 658083437 | NONE | PC | GENERAL OPERATING FUNDS | $20,565 |
| WORLD PEDIATRIC PROJECT | |||||||
| 755 S NEW BALLAS RD SUITE 140 | SAINT LOUIS | MO | 63141 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,565 | 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 | $32,027 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,889 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,916 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,916 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KPMG LLP | $3,000 | $3,000 | $0 |
| TAX STRATEGIES | $3,000 | $3,000 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME MUTUAL FUNDS | BondNm |
| EOY Book Value | $690,111 | EOYBookValueAmt |
| EOYFMV | $666,955 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,219,429 | EOYBookValueAmt |
| EOYFMV | $1,234,361 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOWENHAUPT GLOBAL ADVISORS | CategoryTxt |
| Legal Fees | $14,888 | LegalFeesAmt |
| Net Investment Income | $14,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAPITAL GUARDIAN TRUST COMPANY | CategoryTxt |
| Amt | $5,972 | Amt |
| Net Investment Income | $5,972 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2016 ESTIMATE | CategoryTxt |
| Amt | $325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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