PRUFROCK FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PRUFROCK FOUNDATION (EIN 46-1586470)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201611379349102766
- Schema version
- 2015v2.1
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T13:53:58-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 STE 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 | 2016-05-16 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,971,393 | 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 | $31,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $168,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,260 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $78,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,616 | 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 | $15,560 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,560 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,313 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,313 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $988 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,043 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,001 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,295,072 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,266,432 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,282,121 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $729,637 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $715,942 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $689,271 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,029,710 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,982,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,971,393 | 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 | $2,029,710 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,982,375 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,029,710 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,982,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,029,710 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,982,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,029,710 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,982,375 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,982,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 12.84 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-03-03 | $490 | $489 | $1 | $1 |
| 40.75 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-04-30 | $1,582 | $1,552 | $30 | $30 |
| 111.57 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-05-14 | $4,415 | $4,250 | $165 | $165 |
| 6.4 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-06-10 | $250 | $244 | $6 | $6 |
| 190.74 SHS INTERMEDIATE BOND FUND OF AMERICA | P | 2015-05-29 | 2015-08-27 | $2,584 | $2,602 | -$18 | -$18 |
| 70.26 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-07-01 | $2,700 | $2,676 | $24 | $24 |
| 41.31 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-07-30 | $1,608 | $1,574 | $34 | $34 |
| 77.71 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-08-27 | $2,880 | $2,960 | -$80 | -$80 |
| 47.91 SHS NEW PERSPECTIVE FUND | P | 2014-12-26 | 2015-09-09 | $1,750 | $1,752 | -$2 | -$2 |
| 15.23 SHS CAPITAL WORLD BOND FD | P | 2013-01-31 | 2015-12-29 | $288 | $320 | -$32 | -$32 |
| 11.1 SHS CAPITAL WORLD BOND FUND | P | 2015-10-05 | 2015-12-29 | $210 | $216 | -$6 | -$6 |
| 502.83 SHS INTERMEDIATE BOND FUND OF AMERICA | P | 2015-11-30 | 2015-12-23 | $6,773 | $6,812 | -$39 | -$39 |
| 1,031.38 SHS INTERMEDIATE BOND FUND OF AMERICA | P | 2013-04-30 | 2015-12-23 | $13,893 | $14,181 | -$288 | -$288 |
| 232.02 SHS INTERMEDIATE BOND FUND OF AMERICA | P | 2013-04-30 | 2015-12-29 | $3,118 | $3,190 | -$72 | -$72 |
| 19.91 SHS CAPITAL INCOME BUILDER | P | 2014-12-23 | 2015-12-23 | $1,121 | $1,194 | -$73 | -$73 |
| 21.58 SHS CAPITAL INCOME BUILDER | P | 2015-06-17 | 2015-12-29 | $1,220 | $1,287 | -$67 | -$67 |
| 129.26 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-10-26 | $4,996 | $4,924 | $72 | $72 |
| 40.05 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-10-29 | $1,550 | $1,526 | $24 | $24 |
| 638.73 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-11-03 | $25,000 | $24,329 | $671 | $671 |
| 97.47 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-12-03 | $3,760 | $3,713 | $47 | $47 |
| 860.52 SHS NEW PERSPECTIVE FUND | P | 2014-12-26 | 2015-12-23 | $31,099 | $31,469 | -$370 | -$370 |
| 264.76 SHS NEW PERSPECTIVE FUND | P | 2013-11-14 | 2015-12-29 | $9,664 | $10,085 | -$421 | -$421 |
| CAPITAL GAINS DIVIDENDS | P | $47,654 | $47,654 | $47,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,260 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,628 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,056,814 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037742 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,925 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,026,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.011314 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $145 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $75,561 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.001919 | DistributionYr3Rt |
| Total Distribution | 0.050975 | TotalDistributionRt |
| Average Distribution | 0.016992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,021,222 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,345 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $540 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,885 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,390 | 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 | $540 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $540 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $540 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $775 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $775 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $235 | OverpaymentAmt |
| Applied To ES Tax | $235 | 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 | $2,052,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,052,002 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,052,002 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,021,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,061 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,061 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $540 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $540 | TotalTaxAmt |
| Distributable Before Adj | $100,521 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,521 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,521 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,390 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,390 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $540 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,521 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $100,390 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $100,390 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $100,521 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CRUDEM FOUNDATION | ||||||||
| PO BOX 804 362 SEWALL STREET | LUDLOW | MA | 01056 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 | |
| SAINT LOUIS PUBLIC LIBRARY FOUNDATION | ||||||||
| 1415 OLIVE STREET | SAINT LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $3,000 | |
| NATIONAL DEMOCRATIC INSTITUTE FOR INTERNATIONAL AFFAIRS | ||||||||
| 455 MASSACHUSETTS AVE NW 8TH FL | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 | |
| SAINT LOUIS ZOO FOUNDATION | ||||||||
| ONE GOVERNMENT DRIVE | SAINT LOUIS | MO | 631101395 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 | |
| FOREST PARK FOREVER | ||||||||
| 5595 GRAND DRIVE FOREST PARK | SAINT LOUIS | MO | 631121095 | NONE | PC | GENERAL OPERATING FUNDS | $20,000 | |
| SAINT LOUIS ART MUSEUM FOUNDATION | ||||||||
| ONE FINE ARTS DRIVE FOREST PARK | SAINT LOUIS | MO | 631101380 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 | |
| CARE TO LEARN | ||||||||
| 411 N SHERMAN PARKWAY | SPRINGFIELD | MO | 65802 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 | |
| UNITED NATIONS FOUNDATION | ||||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 | 300 |
| WORLDSERVE INTERNATIONAL | ||||||||
| PO BOX 3437 | SPRINGFIELD | MO | 658083437 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 | |
| MISSOURI BOTANICAL GARDENS | ||||||||
| PO BOX 299 | SAINT LOUIS | MO | 63166 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 | |
| FORSYTH SCHOOL | ||||||||
| 6235 WYDOWN BLVD | SAINT LOUIS | MO | 63105 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 | |
| FOOD OUTREACH INC | ||||||||
| 3117 OLIVE ST | SAINT LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 | |
| CONTEMPORARY ART MUSEUM SAINT LOUIS | ||||||||
| 3750 WASHINGTON BLVD | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 | |
| JAZZ SAINT LOUIS | ||||||||
| 3547 OLIVE ST STE 212 | SAINT LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 | |
| SHAKESPEARE FESTIVAL SAINT LOUIS | ||||||||
| 5715 ELIZABETH AVENUE | SAINT LOUIS | MO | 63110 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 | |
| VOICES FOR CHILDREN | ||||||||
| 920 N VANDEVENTER | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $890 | |
| FRIENDS OF KWMU INC | ||||||||
| 3651 OLIVE ST | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $500 | |
| CITYARCHRIVER 2015 FOUNDATION | ||||||||
| 1 S MEMORIAL DR STE 700 | SAINT LOUIS | MO | 63102 | NONE | PC | GENERAL OPERATING FUNDS | $500 | |
| CIRCUS FLORA INC | ||||||||
| 3547 OLIVE ST STE 210 | SAINT LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $500 | |
| US FUND FOR UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 | |
| GREAT RIVER ENVIRONMENTAL LAW CENTER | ||||||||
| 319 N FOURTH ST STE 800 | SAINT LOUIS | MO | 63102 | NONE | PC | GENERAL OPERATING FUNDS | $2,000 | |
| AMENSTY INTERNATIONAL USA INC | ||||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING FUNDS | $2,000 | |
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1400 16TH ST NW STE 120 | WASHINGTON | DC | 200362217 | NONE | PC | GENERAL OPERATING FUNDS | $2,000 | |
| BJC HEALTHCARE (FOR SITEMAN CANCER CENTER) | ||||||||
| 4444 FOREST PARK AVE MSC 90-66-500 | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 | |
| SAINT LOUIS AREA FOOD BANK INC | ||||||||
| 70 CORPORATE WOODS DR | SAINT LOUIS | MO | 63044 | NONE | PC | GENERAL OPERATING FUNDS | $500 | |
| BOOKS FOR AFRICA | ||||||||
| 253 E 4TH ST STE 200 | SAINT PAUL | MN | 55101 | NONE | PC | GENERAL OPERATING FUNDS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,390 | 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 | $31,356 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,260 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,616 | 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 | KPMG LLP | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $2,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME MUTUAL FUNDS | BondNm |
| EOY Book Value | $715,942 | EOYBookValueAmt |
| EOYFMV | $689,271 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,266,432 | EOYBookValueAmt |
| EOYFMV | $1,282,121 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOWENHAUPT GLOBAL ADVISORS | CategoryTxt |
| Legal Fees | $15,560 | LegalFeesAmt |
| Net Investment Income | $15,560 | 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 | $6,313 | Amt |
| Net Investment Income | $6,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2015 ESTIMATES | $750 | $0 | $0 |
| 2014 1ST EXTENSION | $200 | $0 | $0 |
| 2013 EXCISE TAXES | $38 | $0 | $0 |
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