CHOD FAM FOUNDATION TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHOD FAM FOUNDATION TR (EIN 43-6475433)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-13
- IRS object ID
- 201301649349100305
- Schema version
- 2012v2.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-13T10:23:10-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431552002 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPATA FLEGEL & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MASON RIDGE CENTER DRIVE SUITE | AddressLine1 |
| Address Line2 | 100 | AddressLine2 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436475433 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHOD FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHOD | NameControl |
| Phone | 3145148881 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18555 BOONESS LANE | AddressLine1 |
| City | GLENCOE | City |
| State | MO | State |
| ZIP Code | 630381732 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD CHOD | Name |
| Title | PRESIDENT | Title |
| Phone | 3145148881 | Phone |
| Date Signed | 2013-06-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY L WILLIS | Name |
| PTIN | P00192390 | PTIN |
| Phone | 3145148881 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5255241 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 502 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 502 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 215525 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 215525 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 16 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 216043 | TotalRevenueAndExpenses |
| Total Net Investment Income | 216043 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 950 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 950 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7167 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 7167 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9067 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8117 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 950 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 336174 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 336174 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 345241 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8117 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 337124 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -129198 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 207926 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 295437 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 380626 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 380626 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4307700 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4129683 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4874615 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4603137 | TotalAssetsBOY |
| Total Assets EOY | 4510309 | TotalAssetsEOY |
| Total Assets EOYFMV | 5255241 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4603137 | CapitalStockBOY |
| Capital Stock EOY | 4510309 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 4603137 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4510309 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4603137 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4510309 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4603137 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -129198 | ExcessOfRevenueOverExpenses |
| Other Increases | 36370 | OtherIncreases |
| Subtotal | 4510309 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4510309 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | COMMERCE BANCSHARES INC | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2012-12-17 | DateAcquired |
| Date Sold | 2012-12-17 | DateSold |
| Gross Sales Price | 16 | GrossSalesPrice |
| Gain Or Loss | 16 | GainOrLoss |
| Gains Minus Excess Or Losses | 16 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 240000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5037915 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047639 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 296858 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3885196 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.076407 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 331467 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3456539 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.095896 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 177812 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4400083 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.040411 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 169666 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4268450 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039749 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.300102 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060020 | AverageDistributionRatio |
| Net Noncharitable Assets | 5271486 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 316395 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2079 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 318474 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 337124 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2079 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2079 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2079 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3080 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3080 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1001 | Overpayment |
| Amount Credited To Next Year | 1001 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MO | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LOPATA FLEGEL COMPANY LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3145148881 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MASON RIDGE CENTER DR | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | RONALD CHOD | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18555 BOONESS LN | AddressLine1 |
| City | GLENCOE | City |
| State | MO | State |
| ZIP Code | 63038 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5047068 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 304694 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5351762 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5351762 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 80276 | CashDeemedCharitable |
| Net Noncharitable Assets | 5271486 | NetNoncharitableAssets |
| Minimum Investment Return | 263574 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 263574 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2079 | TaxBasedOnInvestmentIncome |
| Total Tax | 2079 | TotalTax |
| Distributable Amount Before Adj | 261495 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 261495 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 261495 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 337124 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 337124 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2079 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 335045 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 261495 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 161182 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 105100 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 266282 | TotalExcessDistriCarryover |
| Qualifying Distributions | 337124 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 261495 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 75629 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 341911 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 341911 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 161182 | ExcessFromYear3 |
| Excess From Year2 | 105100 | ExcessFromYear2 |
| Excess From Current Year | 75629 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD CHOD | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 10195 CORPORATE SQUARE | ST LOUIS | MO | 63132 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| CANCER SUPPORT COMMUNITY | |||||||
| 1058 OLD DES PERES ROAD | ST LOUIS | MO | 63131 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| CARDINAL GLENNON CHILDRENS FOUNDATION | |||||||
| 1465 S GRAND BLVD | ST LOUIS | MO | 63104 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| CARING AND SHARING | |||||||
| 1143 MACKLIND AVE | ST LOUIS | MO | 63110 | NONE | EXEMPT | GENERAL SUPPORT | $500 |
| CONGREGATION TEMPLE ISRAEL - JEWISH PARENTS AS TEACHERS | |||||||
| 1 RABBI ALVAN D RUBIN DRIVE | ST LOUIS | MO | 63141 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DR | ST LOUIS | MO | 63112 | NONE | EXEMPT | GENERAL SUPPORT | $1,500 |
| GATEWAY TO HOPE | |||||||
| 845 NORTH NEW BALLAS COURT | ST LOUIS | MO | 63141 | NONE | EXEMPT | GENERAL SUPPORT | $27,500 |
| HARRIS HOUSE FOUNDATION | |||||||
| 8327 SOUTH BROADWAY | ST LOUIS | MO | 63111 | NONE | EXEMPT | GENERAL SUPPORT | $2,000 |
| J ASSOCIATES | |||||||
| 2 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 16801 BAXTER RD | CHESTERFIELD | MO | 63005 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| JEWISH FAMILY & CHILDRENS SERVICES | |||||||
| 10950 SCHUETZ ROAD | ST LOUIS | MO | 63146 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| JEWISH FEDERATION - SEE STATEMENT 8 | |||||||
| 12 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | NONE | EXEMPT | GENERAL SUPPORT | $107,899 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 8001 CENTRE PARK DRIVE SUITE 150 | AUSTIN | TX | 78754 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| MISSOURI BOTANICAL GARDENS | |||||||
| PO BOX 299 | ST LOUIS | MO | 63166 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| MISSOURI HISTORY MUSEUM | |||||||
| 5700 LINDELL BOULEVARD | ST LOUIS | MO | 63112 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| OPEN DOOR ANIMAL SANCTUARY | |||||||
| 6065 DUDA ROAD | HOUSE SPRINGS | MO | 63051 | NONE | EXEMPT | GENERAL SUPPORT | $500 |
| OPERATION FOOD SEARCH | |||||||
| 6282 OLIVE BLVD | ST LOUIS | MO | 63130 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| RONALD MCDONALD HOUSE | |||||||
| 3450 PARK AVENUE | ST LOUIS | MO | 63104 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| SAUL MIROWITZ JEWISH COMMUNITY & SOLOMON SCHECHTER DAY SCHOOL - SEE STMT 8 | |||||||
| 348 SOUTH MASON ROAD | ST LOUIS | MO | 63141 | NONE | EXEMPT | GENERAL SUPPORT | $106,425 |
| SAUL MIROWITZ JEWISH COMMUNITY SCHOOL | |||||||
| 348 SOUTH MASON ROAD | ST LOUIS | MO | 63141 | NONE | EXEMPT | GENERAL SUPPORT | $10,500 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | NONE | EXEMPT | GENERAL SUPPORT | $350 |
| SPECIAL OLYMPICS MISSOURI | |||||||
| 1001 DIAMOND RIDGE | JEFFERSON CITY | MO | 65109 | NONE | EXEMPT | GENERAL SUPPORT | $500 |
| ST LOUIS AREA FOODBANK | |||||||
| 70 CORPORATE WOODS DRIVE | ST LOUIS | MO | 63044 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| ST LOUIS ART MUSEUM FOUNDATION | |||||||
| ONE FINE ARTS DRIVE FOREST PARK | ST LOUIS | MO | 63110 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| ST LOUIS MENS GROUP AGAINST CANCER | |||||||
| 21255 WOODSON ROAD | ST LOUIS | MO | 63114 | NONE | EXEMPT | GENERAL SUPPORT | $2,000 |
| ST LOUIS SCIENCE CENTER FOUNDATION | |||||||
| 5050 OAKLAND AVE | ST LOUIS | MO | 63110 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| ST LOUIS ZOO-MARLIN PERKINS SOCIETY | |||||||
| ONE GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| STRAY RESCUE OF ST LOUIS | |||||||
| 1463 S 18TH ST | ST LOUIS | MO | 63104 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| SUPPORT DOGS | |||||||
| 11645 LILBURN PARK RD | ST LOUIS | MO | 63146 | NONE | EXEMPT | GENERAL SUPPORT | $500 |
| TENDER HEART HAVEN | |||||||
| 1197C EAST LOS ANGELES AVE | SIMI VALLEY | CA | 93065 | NONE | EXEMPT | GENERAL SUPPORT | $2,000 |
| THE NATIONAL CHILDRENS CANCER SOCITY | |||||||
| ONE SOUTH MEMORIAL DRIVE | ST LOUIS | MO | 63102 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 795195 | ST LOUIS | MO | 63179 | NONE | EXEMPT | GENERAL SUPPORT | $3,000 |
| THE USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | EXEMPT | GENERAL SUPPORT | $500 |
| UNITED WAY | |||||||
| 910 NORTH 11TH STREET | ST LOUIS | MO | 63101 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| UNIVERSITY OF MISSOURI | |||||||
| 7800 NATURAL BRIDGE ROAD | ST LOUIS | MO | 63121 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| PO BOX 90988 | WASHINGTON | DC | 20090 | NONE | EXEMPT | GENERAL SUPPORT | $500 |
| WINGS OF HOPE | |||||||
| 18370 WINGS OF HOPE BLVD | ST LOUIS | MO | 63005 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 336174 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $502 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $215,525 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $216,043 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 216043 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | Category |
| Amount | $1,900 | Amount |
| Net Investment Income | 950 | NetInvestmentIncome |
| Disbursements Charitable Prps | 950 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT 6 | Identifier |
| Explanation | CONTRIBUTION OF SHARES OF STOCK1) JEWISH FEDERATION CONTRIBUTION OF STOCK 1,100 SHARES APACHE CORPORATION - BOOK VALUE (ORIGINAL COST) $79,182 - FMV ON DATE OF CONTRIBUTION $107,8992) SAUL MIROWITZ JEWISH COMMUNITY & SOLOMON SCHECHTER DAY SCHOOL - CONTRIBUTION OF STOCK 500 SHARES APACHE CORPORATION - BOOK VALUE (ORIGINAL COST) $35,992 - FMV ON DATE OF CONTRIBUTION $49,045 2,000 SHARES ALLSTATE STOCK - BOOK VALUE (ORIGINAL COST) $62,780 - FMV ON DATE OF CONTRIBUTION $57,380 | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (22 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMEREN - 13006 SH | 512135 | 399544 |
| COMMERCE BANCSHARES - 26,427 SH | 210949 | 926531 |
| CATERPILLAR, INC., 2000 SH | 58969 | 179217 |
| ELI LILLY 8000 SH | 570200 | 394560 |
| ROYAL DUTCH SHELL PLC - 1200 SH | 77070 | 82740 |
| APACHE CORP - 400 SH | 28793 | 31400 |
| PEPSICO INC - 5000 SH | 333941 | 342150 |
| WAL-MART - 5000 SH | 249957 | 341150 |
| CONOCOPHILLIPS - 3000 SH | 157915 | 173970 |
| CONSOLIDATED EDISON - 2000 SH | 81800 | 111080 |
| PAYCHEX - 3000 SH | 95861 | 93300 |
| PROCTER & GAMBLE - 2000 SH | 141334 | 135780 |
| VERIZON - 3000 SH | 101554 | 129810 |
| ABBOTT LABORATORIES | 93428 | 131000 |
| EMERSON ELECTRIC CO | 119752 | 158880 |
| TOTAL S.A. SPONS ADR | 110641 | 104020 |
| INTEL CORP | 745363 | 721700 |
| FRONTIER CORP | 6771 | 3082 |
| BRISTOL MYERS SQUIBB | 50440 | 65180 |
| ALLSTATE CORPORATION | 0 | 0 |
| DU PONT E.I. DE NEMOURS | 335880 | 269871 |
| PHILLIPS 66 | 46930 | 79650 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE BETWEEN FMV AND BOOK VALUE ON CONTRIBUTION OF STOCK | Description |
| Amount | $36,370 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX PAID | $2,305 | 2305 | 0 |
| FEDERAL INCOME TAX | $4,862 | 4862 | 0 |
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