THE ROBERT R MACDONALD JR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT R MACDONALD JR FOUNDATION (EIN 93-4770869)
- Tax period
- 2024-07-08 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349101746
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T12:04:49-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871065589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSON TAX PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 BLUESTONE DR SUITE 106 | AddressLine1Txt |
| City | ST CHARLES | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-08 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 934770869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT R MACDONALD JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 3144941367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 HILLENKAMP DRIVE | AddressLine1Txt |
| City | WELDON SPRING | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MACDONALD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3144941367 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN MORO | PreparerPersonNm |
| PTIN | P00846962 | PTIN |
| Phone | 6369285416 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,532,808 | 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 | $6,040,394 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,588 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $130 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,229 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $731,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,139,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $731,696 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,848,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $798,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,819 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,819 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $12,770 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,770 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,401 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $285,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $285,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $323,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $293,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,524,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $783,884 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $66,263 | CashEOYAmt |
| Cash EOYFMV | $66,263 | CashEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,471,087 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,466,545 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,537,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,532,808 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,537,350 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,537,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,537,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,524,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,383 | OtherIncreasesAmt |
| Subtotal | $6,537,350 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,537,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF | 2023-05-11 | 2024-07-16 | $417,903 | $305,711 | $112,192 | $112,192 | |
| AMAZON.COM INC | 2023-05-11 | 2023-07-16 | $213,141 | $123,074 | $90,067 | $90,067 | |
| DFA SHORT TERM EXTENDED QUALITY | 2024-10-04 | 2024-12-06 | $8,308 | $8,342 | -$34 | -$34 | |
| SPDR INDUSTRIAL SELECT SECTOR ETF | 2023-05-11 | 2024-07-16 | $63,691 | $49,119 | $14,572 | $14,572 | |
| VANGUARD DIVIDEND APPRECIATION | 2023-05-11 | 2024-07-16 | $189,385 | $154,878 | $34,507 | $34,507 | |
| CHARLES SCHWAB CORP | 2023-05-11 | 2024-07-16 | $24,183 | $16,649 | $7,534 | $7,534 | |
| JP MORGAN CHASE & CO. | 2023-05-11 | 2024-07-16 | $84,302 | $54,342 | $29,960 | $29,960 | |
| VANGUARD TOTAL STOCK MARKET | 2024-07-16 | 2024-12-06 | $169,300 | $155,715 | $13,585 | $13,585 | |
| CONOCOPHILLIPS | 2023-05-11 | 2024-07-16 | $57,471 | $49,668 | $7,803 | $7,803 | |
| APPLE INC | 2023-05-11 | 2024-07-16 | $851,773 | $631,103 | $220,670 | $220,670 | |
| ISHARES TIPS BOND ETF | 2023-05-11 | 2024-07-16 | $80,350 | $81,933 | -$1,583 | -$1,583 | |
| VANGUARD GROWTH ETF | 2023-05-11 | 2024-07-16 | $200,844 | $132,026 | $68,818 | $68,818 | |
| VANGUARD ULTRA-SHORT-TERM TAX-EXEMPT ADMIRAL | 2023-05-11 | 2024-07-16 | $244,614 | $242,447 | $2,167 | $2,167 | |
| VANGUARD COMMUNICATION SERVICES | 2023-05-11 | 2024-07-16 | $92,361 | $64,730 | $27,631 | $27,631 | |
| NORTHERN INTERMEDIATE TAX EXEMPT | 2023-05-11 | 2024-07-16 | $56,247 | $56,545 | -$298 | -$298 | |
| VANGUARD HIGH DIVIDEND YIELD | 2023-05-11 | 2024-07-16 | $73,882 | $61,827 | $12,055 | $12,055 | |
| VANGUARD MEGA CAP GROWTH | 2023-05-11 | 2024-07-16 | $179,619 | $116,614 | $63,005 | $63,005 | |
| SCHWAB US DIVIDEND EQUITY | 2023-05-11 | 2024-07-16 | $56,530 | $48,808 | $7,722 | $7,722 | |
| ABBVIE INC | 2023-05-11 | 2024-07-16 | $29,451 | $25,617 | $3,834 | $3,834 | |
| FIDELITY MSCI HEALTH CARE INDEX ETF | 2023-05-11 | 2024-07-16 | $44,912 | $39,942 | $4,970 | $4,970 | |
| MISSOURI ST HWYS & TRANS COMMN ST RD REV REF ST RD BDS SER A 5.00% | 2023-05-11 | 2024-05-01 | $30,000 | $30,577 | -$577 | -$577 | |
| VANGUARD MUNI BOND TAX EXEMPT | 2023-05-11 | 2024-07-16 | $47,473 | $47,421 | $52 | $52 | |
| MASSACHUSETTS ST SCH BLDG AUTH DEDICATED 5.00% | 2023-05-11 | 2024-07-16 | $20,330 | $20,868 | -$538 | -$538 | |
| ISHARES TR U S EQUITY FACTOR | 2024-07-16 | 2024-12-06 | $47,097 | $42,957 | $4,140 | $4,140 | |
| INDIANA UNIV REVS EDUC PUB 5.00% | 2023-05-11 | 2024-07-16 | $25,002 | $25,427 | -$425 | -$425 | |
| VANGUARD CORE BOND FUND ADMIRAL SHARES | 2024-07-16 | 2024-12-06 | $1,990 | $1,988 | $2 | $2 | |
| ST CHARLES MO CC 4.00% | 2023-05-11 | 2024-07-16 | $50,560 | $51,696 | -$1,136 | -$1,136 | |
| UNIVERSITY MI PUB EDUC 5.00% | 2023-05-11 | 2024-04-01 | $30,000 | $30,678 | -$678 | -$678 | |
| CONNECTICUT T SPL TAX OBLIG REV TRANSN 5.00% | 2023-05-11 | 2024-07-16 | $47,540 | $50,005 | -$2,465 | -$2,465 | |
| WEST VA PKWYS AUTH REV 5.00% | 2023-05-11 | 2024-07-16 | $47,993 | $50,554 | -$2,561 | -$2,561 | |
| HOUSTON TX INDEP GO LTX 5.00% | 2023-05-11 | 2024-07-16 | $53,306 | $56,009 | -$2,703 | -$2,703 | |
| VIRGINIA COLLEGE BL 28 FAC EDUC 5.00% | 2023-05-11 | 2024-07-16 | $31,932 | $33,289 | -$1,357 | -$1,357 | |
| TUCSON AZ WTR REV SYS OBLIGS BDS 5.00% | 2023-05-11 | 2024-07-16 | $52,728 | $54,814 | -$2,086 | -$2,086 | |
| INDIANA MUN PWR AGY PWR SUPPLY SYS REV 5.00% | 2023-05-11 | 2024-07-16 | $31,180 | $32,351 | -$1,171 | -$1,171 | |
| VIRGINIA ST RES AUTH CLEAN ETR REV 5.00% | 2023-05-11 | 2024-07-16 | $25,538 | $25,974 | -$436 | -$436 | |
| NORTH CAROLINA ST GRANT ANTIC REV 5.00% | 2023-05-11 | 2024-07-16 | $48,839 | $51,121 | -$2,282 | -$2,282 | |
| AVANTIS US SMALL CAP VALUE ETF | 2024-07-16 | 2024-12-06 | $64,273 | $60,313 | $3,960 | $3,960 | |
| UNIVERSITY UT UNIV REVS 5.00% | 2023-05-11 | 2024-07-16 | $44,518 | $47,156 | -$2,638 | -$2,638 | |
| BALTIMORE CNTY MD GO CONSOLIDATED PUB 5.00% | 2023-05-11 | 2024-07-16 | $44,964 | $47,066 | -$2,102 | -$2,102 | |
| SAN ANTONIO TX WTR REV SYS JR LIEN REF 5.00% | 2023-05-11 | 2024-07-16 | $44,588 | $47,197 | -$2,609 | -$2,609 | |
| CHICAGO IL MET WTR 5.00% | 2023-05-11 | 2023-07-16 | $55,272 | $58,671 | -$3,399 | -$3,399 | |
| MASSACHUSETTS ST 5.00% | 2023-05-11 | 2024-07-16 | $57,315 | $60,118 | -$2,803 | -$2,803 | |
| ST CLAIR COUNTY AL 5.00% | 2023-05-18 | 2024-07-16 | $55,616 | $58,144 | -$2,528 | -$2,528 | |
| PIMCO LOW DURATION INCOME INSTL | 2024-09-26 | 2024-12-06 | $3,877 | $3,913 | -$36 | -$36 | |
| CAPITAL GAINS DIVIDENDS | $38,895 | $38,895 | $38,895 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $731,696 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,896 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,896 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,896 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $279 | EsPenaltyAmt |
| Tax Due | $11,175 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT R MACDONALD III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3144941367 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 HILLENKAMP DRIVE | AddressLine1Txt |
| City | WELDON SPRING | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63304 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALISON MACDONALD | ||||||||
| 102 E 22ND ST APT 11D | NEW YORK | NY | 100105410 | PRESIDENT | 2.00 | $4,000 | $0 | $0 |
| AMY HACKER | ||||||||
| 8 PASEO PENSAMIENTO | RANCHO SANTA MARGARITA | CA | 926882889 | SECRETARY | 2.00 | $4,000 | $0 | $0 |
| MARY MACDONALD | ||||||||
| 28 HEATHER HILL LN | SAINT LOUIS | MO | 631324105 | VICE PRESIDENT | 2.00 | $4,000 | $0 | $0 |
| ROBERT MACDONALD | ||||||||
| 745 HILLENKAMP DR | WELDON SPRING | MO | 633040559 | TREASURER | 5.00 | $4,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,732,954 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,816,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,816,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,714,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,896 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,896 | TotalTaxAmt |
| Distributable Before Adj | $151,904 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,904 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,904 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $293,819 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $293,819 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,904 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $293,819 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $151,904 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,915 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $141,915 | 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 | $141,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $141,915 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| MERCY SHIPS INTERNATIONAL | |||||
| 15862 STATE HIGHWAY 110 N | LINDALE | TX | 75771 | FOR GENERAL OPERATING SUPPORT | $5,000 |
| MT SINAI HOSPITAL | |||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | FOR GENERAL OPERATING SUPPORT | $25,000 |
| NURSES FOR NEWBORNS | |||||
| 3 SUNNEN DR | SAINT LOUIS | MO | 63143 | FOR GENERAL OPERATING SUPPORT | $5,000 |
| OPERATION FOOD SEARCH INC | |||||
| 1644 LOTSIE BLVD | ST LOUIS | MO | 63132 | FOR GENERAL OPERATING SUPPORT | $5,000 |
| PEDAL THE CAUSE - GREG'S FANCY FOXES | |||||
| 9288 DIELMAN INDUSTRIAL DR | SAINT LOUIS | MO | 63132 | FOR GENERAL OPERATING SUPPORT | $5,000 |
| UNLIMITED CHANCE RANCH | |||||
| 788 CHERRY BARK LN | DRIPPING SPRINGS | TX | 786203218 | FOR GENERAL OPERATING SUPPORT | $3,500 |
| WEBSTER CHILD CARE CENTER | |||||
| 624 LOHMANN FOREST LN | SAINT LOUIS | MO | 63119 | FOR GENERAL OPERATING SUPPORT | $26,500 |
| ST LOUIS PRIORY SCHOOL | |||||
| 500 S MASON RD | SAINT LOUIS | MO | 63141 | FOR GENERAL OPERATING SUPPORT | $25,000 |
| NOTRE DAME | |||||
| 400 MAIN BUILDING | NOTRE DAME | IN | 46556 | FOR GENERAL OPERATING SUPPORT | $25,000 |
| TCU | |||||
| 2800 S UNIVERSITY DR | FORT WORTH | TX | 76129 | FOR GENERAL OPERATING SUPPORT | $10,000 |
| DUKE UNIVERSITY | |||||
| 2138 CAMPUS DR | DURHAM | NC | 27708 | FOR GENERAL OPERATING SUPPORT | $5,000 |
| WESTMINSTER CHRISTIAN ACADEMY | |||||
| 800 MARYVILLE CENTRE DR | TOWN AND COUNTRY | MO | 63017 | FOR GENERAL OPERATING SUPPORT | $1,000 |
| ST TERESSA'S ACADEMY | |||||
| 5600 MAIN ST | KANSAS CITY | MO | 64113 | FOR GENERAL OPERATING SUPPORT | $1,000 |
| ST LOUIS UNIVERSITY | |||||
| 3838 W PINE MALL | SAINT LOUIS | MO | 63108 | FOR GENERAL OPERATING SUPPORT | $3,000 |
| YOUTH IN NEED | |||||
| 1815 BOONES LICK ROAD | ST CHARLES | MO | 63301 | FOR GENERAL OPERATING SUPPORT | $1,000 |
| THE BOYS & GIRLS CLUBS OF ST CHARLES CO | |||||
| 1211 LINDENWOOD AVE | SAINT CHARLES | MO | 63301 | FOR GENERAL OPERATING SUPPORT | $1,000 |
| MARCY'S PROJECT | |||||
| 1241 JUNGERMANN RD | SAINT PETERS | MO | 63376 | FOR GENERAL OPERATING SUPPORT | $1,000 |
| MEDECINS SANS FRONTIERS USA INC | |||||
| 40 RECOTR ST 16TH FLOOR | NEW YORK | NY | 10006 | FOR GENERAL OPERATING SUPPORT | $7,500 |
| NORTH SHORE ANIMAL LEAGUE AMERICA INC | |||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | FOR GENERAL OPERATING SUPPORT | $7,500 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||
| 424 E 92ND ST | NEW YORK | NY | 101286804 | FOR GENERAL OPERATING SUPPORT | $7,500 |
| FEEDING AMERICA | |||||
| 2706 E DETROIT RD | NILES | MI | 49120 | FOR GENERAL OPERATING SUPPORT | $7,500 |
| SOUTHAMPTON HOSPITAL FOUNDATION | |||||
| 57 HAMPTON RD STE 201 | SOUTHAMPTON | NY | 11969 | FOR GENERAL OPERATING SUPPORT | $7,500 |
| SAG HARBOR FIRE DEPARTMENT | |||||
| 1357 BRICK KILN RD | SAG HARBOR | NY | 11963 | FOR GENERAL OPERATING SUPPORT | $7,500 |
| SAG HARBOR VOLUNTEER AMBULANCE CORP | |||||
| 16 COLUMBIA ST | SAG HARBOR | NY | 11963 | FOR GENERAL OPERATING SUPPORT | $7,500 |
| HUMANE SOCIETY OF NY | |||||
| 306 E 59TH ST | NEW YORK | NY | 10022 | FOR GENERAL OPERATING SUPPORT | $7,500 |
| THIRTEENORG | |||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | FOR GENERAL OPERATING SUPPORT | $7,500 |
| WQXRORG | |||||
| 160 VARICK ST | NEW YORK | NY | 10013 | FOR GENERAL OPERATING SUPPORT | $7,500 |
| SAM HOUSTON STATE UNIVERSITY | |||||
| 1806 AVENUE J | HUNTSVILLE | TX | 77340 | FOR GENERAL OPERATING SUPPORT | $25,000 |
| ALS TOGETHER | |||||
| 480 ARSENAL STREET SUITE 201 | WATERTOWN | MA | 02472 | FOR GENERAL OPERATING SUPPORT | $15,000 |
| CHILDREN'S HOSPITAL OF ORANGE COUNTY | |||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | FOR GENERAL OPERATING SUPPORT | $5,000 |
| PLANNED PARENTHOOD | |||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | FOR GENERAL OPERATING SUPPORT | $5,000 |
| INTERNALTIONAL VOLUNTEERS IN UROLOGY | |||||
| 3112 WINDSOR ROAD 532 | AUSTIN | TX | 78703 | FOR GENERAL OPERATING SUPPORT | $10,000 |
| MO KIDS | |||||
| PO BOX 727 | ST PETERS | MO | 63376 | FOR GENERAL OPERATING SUPPORT | $1,000 |
| ACADEMY OF THE SACRED HEART (ST CHARLES) | |||||
| 619 N 2ND ST | SAINT CHARLES | MO | 63301 | FOR GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $285,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,588 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,279 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,895 | ExclusionAmt |
| Related Or Exempt Function Incm | $692,801 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $115,762 | ExclusionAmt |
| Related Or Exempt Function Incm | $692,801 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $808,563 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | ALL INCOME REPORTED IN PART XV-A REPRESENTS INVESTMENT INCOME. WHILE THE INVESTMENTS THEMSELVES DO NOT DIRECTLY ACCOMPLISH THE FOUNDATION'S EXEMPT PURPOSES, THE INCOME GENERATED FROM THESE INVESTMENTS IS ESSENTIAL TO THE FOUNDATION'S ABILITY TO CARRY OUT IT'S CHARITABLE MISSION. THE INVESTMENT INCOME IS USED TO FUND GRANTS AND PROGRAMS IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSES, INCLUDING THE FUNDING OF CHOSEN ENTITIES FOR EDUCATIONAL AND SCIENTIFIC PURPOSES. | RelationshipStatementTxt |
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 Person | ROBERT R MACDONALD JR TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 HILLKAMP DR | AddressLine1Txt |
| City | WELDON SPRING | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,040,394 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (39 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 175 SHARES ABBVIE INC | $29,894 | 2024-07-08 |
| 1 | 1100 SHARES AMAZON.COM | $214,984 | 2024-07-08 |
| 1 | 3640 SHARES APPLE INC | $843,570 | 2024-07-08 |
| 1 | 40,000 BALTIMORE CNTY MD 5% | $45,162 | 2024-07-08 |
| 1 | 353 SHARES CHARLES SCHWAB CORP | $26,899 | 2024-07-08 |
| 1 | 50,000 CHICAGO IL MET WTR 5% | $55,736 | 2024-07-08 |
| 1 | 500 SHARES CONOCOPHILLIPS | $56,692 | 2024-07-08 |
| 1 | 45,000 CT ST SPL TAX OBG 5% | $47,725 | 2024-07-08 |
| 1 | 635 SHARES FIDELITY MSCI HEALTH | $44,590 | 2024-07-08 |
| 1 | 50,000 HOUSTON TX ISD 5% | $53,580 | 2024-07-08 |
| 1 | 30,000 IN MUN PWR SUPPS RE 5% | $31,287 | 2024-07-08 |
| 1 | 25,000 INDIANA UNIVERSITY 5% | $25,035 | 2024-07-08 |
| 1 | 1354.853 SHARES ISHARES RUSSELL 1000 | $416,319 | 2024-07-08 |
| 1 | 746 SHARES ISHARES TIPS BOND ETF | $80,076 | 2024-07-08 |
| 1 | 400 SHARES JP MORGAN CHASE & CO | $82,456 | 2024-07-08 |
| 1 | 20,000 KY ST TPK AUTH 5% | $20,353 | 2024-07-08 |
| 1 | 20,000 MA ST SCH BLDG AUTH 5% | $20,398 | 2024-07-08 |
| 1 | 50,000 MASSACHUSETTS ST 5% | $57,374 | 2024-07-08 |
| 1 | 45,000 NC ST GRNT ANTIC 5% | $49,943 | 2024-07-08 |
| 1 | 20,000 NEW YORK ST DORM AU 5% | $20,188 | 2024-07-08 |
| 1 | 10,000 NEW YORK ST DORM AU 5% | $10,111 | 2024-07-08 |
| 1 | 5739.49 SHARES NORTHERN INTER TAX-EXEMPT | $56,190 | 2024-07-08 |
| 1 | 40,000 SAN ANTONIO TX W 5% | $45,004 | 2024-07-08 |
| 1 | 700 SHARES SCHWAB US DIVIDEND | $55,783 | 2024-07-08 |
| 1 | 500 SHARES SELECT SECTOR INDUSTRIALSPDR | $62,330 | 2024-07-08 |
| 1 | 50,000 ST CHARLES MO CC 4% | $50,680 | 2024-07-08 |
| 1 | 50,000 ST CLAIR COUNTY ALA 5% | $55,681 | 2024-07-08 |
| 1 | 50,000 TUCSON AZ WTR 5% | $52,777 | 2024-07-08 |
| 1 | 40,000 UNIV UT 5% | $44,708 | 2024-07-08 |
| 1 | 30,000 VA CLG BLDG AUTH 5% | $32,064 | 2024-07-08 |
| 1 | 660 SHARES VANGUARD COMMUNICATION SERVICES ETF | $92,327 | 2024-07-08 |
| 1 | 1000 SHARES VANGUARD DIVIDEND APPRECIATION ETF | $187,650 | 2024-07-08 |
| 1 | 520 SHARES VANGUARD GROWTH ETF | $201,604 | 2024-07-08 |
| 1 | 600 SHARES VANGUARD HIGH DIV YIELD ETF | $73,080 | 2024-07-08 |
| 1 | 554 SHARES VANGUARD MEGA CAP GROWTH ETF | $180,479 | 2024-07-08 |
| 1 | 940 SHARES VANGUARD MUNI BND TAX EXEMPT | $47,428 | 2024-07-08 |
| 1 | 15521.212 SHARES VANGUARD ULTRA ST TX-EX ADM | $244,459 | 2024-07-08 |
| 1 | 25,000 VIRGINIA STATE RES 5% | $25,617 | 2024-07-08 |
| 1 | 45,000 WEST VIRGINIA PKWYS 5% | $48,174 | 2024-07-08 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,471,087 | BookValueAmt |
| EOYFMV | $6,466,545 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL WORK | CategoryTxt |
| Legal Fees | $8,819 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,819 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $12,383 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PLAN CORP | CategoryTxt |
| Amt | $12,770 | Amt |
| Net Investment Income | $12,770 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT R MACDONALD JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 HILLKAMP DR | AddressLine1Txt |
| City | WELDON SPRING | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63304 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,401 | Amt |
| Net Investment Income | $1,401 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments