BETA

KRANZBERG FAMILY CHARITABLE FOUNDATION DTD 6-3-2000: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
KRANZBERG FAMILY CHARITABLE FOUNDATION DTD 6-3-2000 (EIN 43-6852835)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-11
IRS object ID
201403159349100740
Schema version
2013v3.0
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)
Return2014-11-11T14:43:59-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431552002PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOPATA FLEGEL & COMPANY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 MASON RIDGE CENTER DRIVE SUITEAddressLine1
Address Line2100AddressLine2
CityST LOUISCity
StateMOState
ZIP Code63141ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436852835EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KRANZBERG FAMILY CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlKRANBusinessNameControlTxt
Phone3145148881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 PICARDY LANEAddressLine1
CityST LOUISCity
StateMOState
ZIP Code63124ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEN KRANZBERGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3145148881PhoneNum
Signature2014-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00192390PTIN
Phone3145148881PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,562,478FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,654,181ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,102DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,102DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,647NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$174,999GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,647CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,707,930TotalRevAndExpnssAmt
Total Net Invst Incm$53,749TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,600AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,761OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,761OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$345TaxesRevAndExpnssAmt
Taxes Net Invst Incm$345TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,706TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,706TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,706TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,706TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,702,224ExcessRevenueOverExpensesAmt
Net Investment Income$48,043NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,552CashBOYAmt
Cash EOY$14,479CashEOYAmt
Cash EOYFMV$14,479CashEOYFMVAmt
Corporate Stock BOY$159,726CorporateStockBOYAmt
Corporate Stock EOY$12,870,926CorporateStockEOYAmt
Corporate Stock EOYFMV$12,513,601CorporateStockEOYFMVAmt
Corporate Bonds BOY$47,726CorporateBondsBOYAmt
Corporate Bonds EOY$31,471CorporateBondsEOYAmt
Corporate Bonds EOYFMV$34,222CorporateBondsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$176OtherAssetsEOYAmt
Other Assets EOYFMV$176OtherAssetsEOYFMVAmt
Total Assets BOY$215,004TotalAssetsBOYAmt
Total Assets EOY$12,917,052TotalAssetsEOYAmt
Total Assets EOYFMV$12,562,478TotalAssetsEOYFMVAmt
Deferred Revenue BOY$176DeferredRevenueBOYAmt
Total Liabilities BOY$176TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$214,828RetainedEarningBOYAmt
Retained Earning EOY$12,917,052RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$214,828TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,917,052TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$215,004TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,917,052TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$214,828TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,702,224ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,917,052SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,917,052TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200 SHARES AMEDISYSP2012-12-192013-01-24$2,274$2,432-$158-$158
10 SHARES APPLE INC.P2012-12-192013-01-15$4,865$5,325-$460-$460
700 SHARES ATLAS FINANCIALP2013-02-122013-10-25$7,373$4,110$3,263$3,263
200 SHARES BRAVO BRIO RESTAURANTP2012-12-202013-02-04$2,968$2,836$132$132
125 SHARES BROOKFIELD D 7.625% PREFERREDP2013-04-262013-04-29$3,313$3,531-$218-$218
500 SHARES CAFEPRESS INCP2012-12-202013-01-24$2,773$2,920-$147-$147
800 SHARES CAREER EDUCATION CORPP2012-12-202013-01-24$2,638$2,677-$39-$39
70 SHARES CHARTER COMMUNICATIONSP2012-12-202013-02-04$5,423$5,186$237$237
200 SHARES GENERAL MILLSP2013-05-162013-12-19$9,708$10,125-$417-$417
250 SHARES HEWLETT PACKARDP2012-12-312013-01-24$4,240$3,574$666$666
200 SHARES NTELOS HOLDINGSP2012-12-202013-01-24$2,536$2,714-$178-$178
100 SHARES ROSS STORESP2012-12-192013-02-04$5,878$5,407$471$471
250 SHARES RPX CORPORATIONP2012-12-202013-01-24$2,434$2,337$97$97
1000 SHARES ZYNGAP2012-12-202013-01-23$2,446$2,390$56$56
GREENPOINT HOME FLT 2029P2012-12-312013-12-25$2,550$2,148$402$402
400 SHARES MEADOWBROOK INSURANCEP2012-12-192013-12-20$2,722$2,380$342$342
$10000 AMERICAN RAILCAR 7.5%P2009-11-172013-03-01$10,000$9,135$865$865
BANK OF NEW ENGLANDP2007-10-122013-03-01$7,240$7,240$7,240
1000 SHARES BRITTON & KOONTZ CAPP2004-02-232013-11-05$15,762$18,370-$2,608-$2,608
$20,000 DRYSHIPS 5%P2011-11-072013-09-18$19,285$14,972$4,313$4,313
600 SHARES M/I HOMES 9.75%P2010-07-302013-04-10$15,000$10,688$4,312$4,312
1500 SHARES PULASKI FINANCIALP2008-08-282013-05-23$15,285$15,095$190$190
7800 SHARES SIGNATURE GRP HOLDINGSP2009-07-062013-12-30$7,800$7,800$7,800
BANK OF NEW ENGLANDP2007-10-122013-02-28$20,486$20,486$20,486
FieldValueIRS element (for citing)
Capital Gain Net Income$46,647CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$205,064NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$336,887AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$461,906NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.729341DistributionYr2Rt
Adjusted Qlfy Distri Yr3$132,887AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$577,291NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.230191DistributionYr3Rt
Adjusted Qlfy Distri Yr4$28,339AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$543,320NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052159DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,054AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$560,398NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048276DistributionYr5Rt
Total Distribution1.059967TotalDistributionRt
Average Distribution0.211993AverageDistributionRt
Net Vl Noncharitable Assets$6,004,520NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,272,916AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$480NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,273,396AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$961InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$961SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$961TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$720EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,000AppliedToEsTaxAmt
Total Payments And Credits$1,720TotalPaymentsAndCreditsAmt
Overpayment$759OverpaymentAmt
Applied To ES Tax$759AppliedToESTaxAmt
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 BooksKEN KRANZBERGIndividualWithBooksNm
Phone3145148881PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 PICARDY LANEAddressLine1
CityST LOUISCity
StateMOState
ZIP Code63124ZIPCode
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 (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEN KRANZBERG
50 PICARDY LANEST LOUISMO63124TRUSTEE0.00$0$0$0
NANCY KRANZBERG
50 PICARDY LANEST LOUISMO63124TRUSTEE0.00$0$0$0
LILLY DULAN
50 PICARDY LANEST LOUISMO63124TRUSTEE0.00$0$0$0
MARY ANN SRENCO
50 PICARDY LANEST LOUISMO63124TRUSTEE0.00$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$6,064,532AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,427AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,095,959TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,095,959AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$91,439CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,004,520NetVlNoncharitableAssetsAmt
Minimum Investment Return$300,226MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$300,226MinimumInvestmentReturnAmt
Tax Based On Investment Income$961TaxBasedOnInvestmentIncomeAmt
Total Tax$961TotalTaxAmt
Distributable Before Adj$299,265DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$299,265DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$299,265DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

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

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$299,265DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$71,743ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$315,618ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$387,361TotalExcessDistributionCyovAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$299,265ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$299,265ExcessDistributionCyovAppCYAmt
Total Corpus$88,096TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$88,096ExcessDistriCyovToNextYrAmt
Excess From Year2$88,096ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEN KRANZBERGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line150 PICARDY LANEAddressLine1
CityST LOUISCity
StateMOState
ZIP Code63124ZIPCode
FieldValueIRS element (for citing)
Recipient Phone3145148881RecipientPhoneNum
Form And Info And MaterialsIN WRITTEN FORM WITH COMPLETE INFORMATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
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$7,102ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$46,647ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$53,749ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,749TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKENNETH S KRANZBERG REVOCABLE TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line150 PICARDY LANEAddressLine1
CityLADUECity
StateMOState
ZIP Code63124ZIPCode
FieldValueIRS element (for citing)
Total Contributions$12,654,181TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property340.368 SHARES TRICORBRAUN SERIES A PREFERRED STOCK,2,461.884 SHARES TRICORBRAUN CLASS A COMMON STKNoncashPropertyDesc
Fair Market Value$12,654,181FairMarketValueAmt
Received2013-07-24ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,600Amt
Net Investment Income$2,600NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GREENPONT HOME FLT 2029$3,425$3,662
ROYAL BANK 6.35% N ADR$18,031$20,460
INSTITUTIONAL FINANCIAL$10,015$10,100

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
M I HOMES INC DEP SH A$10,687$15,594
ICONIX BRAND GOURP INC$23,667$59,550
BANCORP$5,798$12,537
ESPRIT HOLDINGS$6,786$6,744
LEAR CORPORATION$8,945$16,194
O2MICRO INTL LTD$10,626$5,580
RED LION HOTELS CORP$8,096$7,260
REPUBLIC BANCORP$4,379$4,908
ALASKA AIR GROUP$8,175$12,840
TITAN INTERNATIONAL$8,874$7,192
MITCHAM INDUSTRIES$7,652$8,855
OLIN CORP$8,730$10,098
BP PLC$8,561$9,722
AMTRUST FINANCIAL$7,119$7,192
DARLING INTERNATIONAL$7,583$8,352
BANC CALIF INC.$6,515$6,705
FEDERAL AGRI MTG$7,072$6,850
MARTHA STEWART LIVING$8,829$14,700
REGIS CORP$9,254$8,706
KINGSTONE COMPANIES$8,940$10,905
ELDORADO GOLD CORP$3,339$3,414
JC PENNEY$4,822$5,490
ROYAL GOLD, INC$3,283$3,455
EZCORP$5,498$5,845
KINROSS GOLD CORP$3,292$3,285
MILLENNIAL MEDIA, INC$4,815$5,089
HALCON RESOURCES$4,734$4,632
RUBICON MINERALS CORP$5,729$6,888
BROOKFIELD PREFERRED STOCK$4,944$4,632
TRICORBRAUN PREFERRED STOCK$3,846,279$3,961,140
TRICORBRAUN COMMON STOCK$8,807,903$8,269,247

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
EOY Book Value$176EOYBookValueAmt
EOYFMV$176EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$2,747$2,747$0$0
INVESTMENT FEES$14$14$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$345Amt
Net Investment Income$345NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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