BETA

HOLEKAMP FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HOLEKAMP FOUNDATION (EIN 43-6800541)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-13
IRS object ID
201532259349100723
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-13T10:54:53-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261427459PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARGOS PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17733 FORSYTH BLVD SUITE 1375AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436800541EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOLEKAMP FOUNDATION CO WILLIAM F HOLEKAMPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOLEBusinessNameControlTxt
Phone3144325457PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17733 FORSYTH BLVD NO 1375AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM F HOLEKAMPPersonNm
Person TitleMANAGERPersonTitleTxt
Phone3144325457PhoneNum
Signature2015-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRANDON HARSELLPreparerPersonNm
PTINP00969929PTIN
Phone3148989900PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,649,507FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$72,471DividendsRevAndExpnssAmt
Dividends Net Invst Incm$72,471DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$392,733NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$683,816GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$392,733CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$465,204TotalRevAndExpnssAmt
Total Net Invst Incm$465,204TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,410AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,410AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,125OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,125OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$21,715TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21,715TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$131OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$131OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,381TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,840TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,541TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,002,165ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,002,165ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,038,546TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,840TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,004,706TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,573,342ExcessRevenueOverExpensesAmt
Net Investment Income$431,364NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$93,275CashBOYAmt
Cash EOY$114,632CashEOYAmt
Cash EOYFMV$114,632CashEOYFMVAmt
Sav And Temp Cash Invst BOY$52,836SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,446SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,446SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,727,981CorporateStockBOYAmt
Corporate Stock EOY$969,844CorporateStockEOYAmt
Corporate Stock EOYFMV$2,519,429CorporateStockEOYFMVAmt
Total Assets BOY$1,874,092TotalAssetsBOYAmt
Total Assets EOY$1,099,922TotalAssetsEOYAmt
Total Assets EOYFMV$2,649,507TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,874,092CapitalStockBOYAmt
Capital Stock EOY$1,099,922CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,874,092TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,099,922TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,874,092TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,099,922TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,874,092TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,573,342ExcessRevenueOverExpensesAmt
Other Increases$799,172OtherIncreasesAmt
Subtotal$1,099,922SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,099,922TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
JP MORGAN$32,242$21,327$10,915$10,915
JP MORGAN$651,574$269,756$381,818$381,8182012-12-212014-12-17
FieldValueIRS element (for citing)
Capital Gain Net Income$392,733CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,942,006AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,713,973NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.522892DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,503,812AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,843,492NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.528861DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,803,637AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,422,605NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.267841DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,070,679AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,720,673NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.622244DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,223,384AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,572,276NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.475604DistributionYr5Rt
Total Distribution3.417442TotalDistributionRt
Average Distribution0.683488AverageDistributionRt
Net Vl Noncharitable Assets$3,915,074NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,675,906AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,314NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,680,220AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,004,706QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,627InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,627SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,627TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,000EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$5,000AppliedToEsTaxAmt
Total Payments And Credits$15,000TotalPaymentsAndCreditsAmt
Es Penalty$74EsPenaltyAmt
Overpayment$6,299OverpaymentAmt
Applied To ES Tax$6,299AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksARGOS PARTNERS LLCIndividualWithBooksNm
Phone3148989900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17733 FORSYTH BLVD SUITE 1375AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM F HOLEKAMP
6767 N OCEAN BLVD 1OCEAN RIDGEFL33435PRINCIPAL MANAGER1.00$0$0$0
KERRY L HOLEKAMP
6767 N OCEAN BLVD 1OCEAN RIDGEFL33435PRINCIPAL MANAGER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,839,618AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$135,076AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,974,694TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,974,694AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,620CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,915,074NetVlNoncharitableAssetsAmt
Minimum Investment Return$195,754MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$195,754MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,627TaxBasedOnInvestmentIncomeAmt
Total Tax$8,627TotalTaxAmt
Distributable Before Adj$187,127DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$187,127DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$187,127DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,004,706ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,004,706QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,004,706AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$187,127DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,095,218ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$985,373ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,736,823ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,364,040ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,771,099ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,952,553TotalExcessDistributionCyovAmt
Qualifying Distributions$2,004,706QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$187,127AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,817,579RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,770,132TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,095,218ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,674,914ExcessDistriCyovToNextYrAmt
Excess From Year4$985,373ExcessFromYear4Amt
Excess From Year3$1,736,823ExcessFromYear3Amt
Excess From Year2$1,364,040ExcessFromYear2Amt
Excess From Year1$1,771,099ExcessFromYear1Amt
Excess From Current Year$1,817,579ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM F HOLEKAMPContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALZHEIMER'S ASSOCIATION
9370 OLIVE BLVDST LOUISMO63132EXEMPTGENERAL$500
ARCH GRANTS
911 WASHINGTON AVE SUITE 744ST LOUISMO63101EXEMPTGENERAL$50,000
BARNES-JEWISH HOSPITAL
1001 HIGHLANDS PLAZA DRIVE WESTST LOUISMO63110EXEMPTGENERAL$10,700SUITE 140
BRAIN INJURY ASSOCIATION OF MISSOURI
2265 SHUETZ ROADST LOUISMO63146EXEMPTGENERAL$2,500
CITY ACADEMY
4175 N KINGSHIGHWAY BLVDST LOUISMO63115EXEMPTGENERAL$1,000
COMMUNITY SCHOOL
900 LAY ROADST LOUISMO63124EXEMPTGENERAL$100,895
CYSTIC FIBROSIS FOUNDATION
4900 RINGER ROADST LOUISMO63129EXEMPTGENERAL$1,000
DANFORTH PLANT SCIENCE CENTER
975 WATSON RDST LOUISMO63132EXEMPTGENERAL$1,000
DARTMOUTH COLLEGE
6068 BLUNT ALUMNI CENTERHANOVERNH03755EXEMPTGENERAL$50,600
DIRK'S FUND
526 INDIAN WARPATH DRIVEPACIFICMO63069EXEMPTGENERAL$1,000
EVANS SCHOLARS FOUNDATION
1 BRIAR ROADGOLFIL60029EXEMPTGENERAL$250
FAIR SAINT LOUIS FOUNDATION
530 MARYVILLE CENTER DRIVE LL10ST LOUISMO63141EXEMPTGENERAL$10,000
GIRLS INC OF ST LOUIS
3801 NELSON DRIVEST LOUISMO63121EXEMPTGENERAL$500
HOPE HAPPENS
101 SOUTH HANLEY ROAD SUITE 1320ST LOUISMO63105EXEMPTGENERAL$5,500
JOHN BURROUGHS SCHOOL
755 S PRICE ROADST LOUISMO63124EXEMPTGENERAL$218,289
LADUE CHAPEL
9450 CLAYTON RDST LOUISMO63124EXEMPTGENERAL$2,500
MARY INSTITUTE AND ST LOUIS COUNTRY DAY SCHOOL
101 NORTH WARSON ROADST LOUISMO63124EXEMPTGENERAL$327,684
MICHIGAN STATE UNIVERSITY
300 SPARTAN WAYEAST LANSINGMI48824EXEMPTGENERAL$500
MISSOURI BOTANICAL GARDENS
PO BOX 299ST LOUISMO63166EXEMPTGENERAL$15,000
MS SOCIETY
1867 LACKLAND HILL PARKWAYST LOUISMO63146EXEMPTGENERAL$100
MUNICIPAL THEATRE ASSOCIATION OF ST LOUIS
THE MUNY FOREST PARKST LOUISMO63112EXEMPTGENERAL$38,000
PEDAL THE CAUSE
900 SPRUCE STREET SUITE 125ST LOUISMO63102EXEMPTGENERAL$102
PRINCETON UNIVERSITY
ATTN ANNUAL GIVING BOX 5357PRINCETONNJ08544EXEMPTGENERAL$125,895
SHERWOOD FOREST CAMP
2708 SUTTON BOULEVARDST LOUISMO63143EXEMPTGENERAL$250
SHOW-ME INSTITUTE
4512 WEST PINE BLVDST LOUISMO63108EXEMPTGENERAL$500
ST GERTRUDE CHURCH
6535 HWY YYWASHINGTONMO63090EXEMPTGENERAL$250
ST LOUIS CHILDREN'S HOSPITAL
1 CHILDRENS PLACST LOUISMO63110EXEMPTGENERAL$105,015
ST LOUIS HERB SOCIETY
6901 KINGSBURY AVEST LOUISMO63130EXEMPTGENERAL$1,000
ST LOUIS SCIENCE CENTER
5050 OAKLAND AVENUEST LOUISMO63110EXEMPTGENERAL$40,000
ST LOUIS SPORTS HALL OF FAME
1400 S THIRD STST LOUISMO63104EXEMPTGENERAL$1,100
ST LOUIS ZOO
1 GOVERNMENT DRIVEST LOUISMO63110EXEMPTGENERAL$479,625
THE SHEPHERD'S CENTER OF WEBSTER
1333 WEST LOCKWOODST LOUISMO63122EXEMPTGENERAL$1,000
UNIVERSITY OF MISSOURI-ST LOUIS
ONE UNIVERSITY BOULEVARDST LOUISMO63121EXEMPTGENERAL$1,000
UNIVERSITY OF PENNSYLVANIA (WHARTON FUND)
OFFICE OF THE TREASURER PO BOXPHILADELPHIAPA19178EXEMPTGENERAL$125,000785326
VARIETY CHILDRENS CHARITY OF ST LOUIS
2200 WESTPORT PLAZA DRIVEST LOUISMO63146EXEMPTGENERAL$9,410
WASHINGTON AND LEE UNIVERSITY
DEVELOPMENT BUILDINGLEXINGTONVA24450EXEMPTGENERAL$267,500
WASHINGTON UNIVERSITY
1 BROOKINGS DRIVEST LOUISMO63130EXEMPTGENERAL$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,002,165TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,471ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$392,733ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$465,204ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$465,204TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & BILL PAY SERVICESCategoryTxt
Amt$2,410Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,410DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSPDR S&P 500 ETF TRUST (SPY)StockNm
EOY Book Value$969,844EOYBookValueAmt
EOYFMV$2,519,429EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$36$0$36
LICENSES$95$0$95

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAINS NOT RECOGNIZED FOR TAX PURPOSESDesc
Amt$799,172Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$12,125Amt
Net Investment Income$12,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$21,715Amt
Net Investment Income$21,715NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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