BETA

SHANAHAN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SHANAHAN FAMILY FOUNDATION (EIN 43-6911537)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-17
IRS object ID
202631079349100603
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-17T07:36:02-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200343229PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN M HILLHOUSE CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1424 S WOODSMILL RD SUITE 325AddressLine1Txt
CityCHESTERFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436911537EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHANAHAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHANBusinessNameControlTxt
Phone3143360560PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1424 S WOODSMILL ROAD 325AddressLine1Txt
CityCHESTERFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY ANN SHANAHANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3143360560PhoneNum
Signature2026-04-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00389158PTIN
Phone3143360560PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,490,924FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$174,613DividendsRevAndExpnssAmt
Dividends Net Invst Incm$173,890DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$613,139NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,899,361GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$613,139CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$787,752TotalRevAndExpnssAmt
Total Net Invst Incm$787,029TotalNetInvstIncmAmt
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$2,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$229OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$247OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$778TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,829TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,025TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$520,220ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$520,220ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$528,049TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,025TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$520,220TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$259,703ExcessRevenueOverExpensesAmt
Net Investment Income$786,004NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2CashBOYAmt
Sav And Temp Cash Invst BOY$354,480SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,350,305SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,350,305SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,570,891CorporateStockBOYAmt
Corporate Stock EOY$1,975,389CorporateStockEOYAmt
Corporate Stock EOYFMV$6,234,998CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,980,599CorporateBondsBOYAmt
Corporate Bonds EOY$1,839,981CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,905,621CorporateBondsEOYFMVAmt
Total Assets BOY$4,905,972TotalAssetsBOYAmt
Total Assets EOY$5,165,675TotalAssetsEOYAmt
Total Assets EOYFMV$9,490,924TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,905,972RetainedEarningBOYAmt
Retained Earning EOY$5,165,675RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,905,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,165,675TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,905,972TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,165,675TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,905,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$259,703ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,165,675SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,165,675TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
523 ISHSARE MSCI EAFE ETFP2025-07-15$46,140$39,193$6,947$6,947
1271 SHS RUSSELL 1000P2025-07-15$248,316$96,166$152,150$152,150
771 ISH RUSSELL 1000P2025-07-15$332,432$36,949$295,483$295,483
99 SHS VANGUAR DIVID FUNDP2025-07-15$20,329$17,354$2,975$2,975
311 SHS VANGUARD FTSE WORLDP2025-07-15$20,806$17,360$3,446$3,446
806 SHS VANGUARD S&P 500P2025-07-15$462,966$327,279$135,687$135,687
204 SHS VNG S&P VALUEP2025-07-15$38,792$34,656$4,136$4,136
526.5 SHS DFA US SM CAP GWTHP2025-07-15$15,090$13,265$1,825$1,825
306.684 SHS DFA US SMALL VALUEP2025-07-15$14,490$13,282$1,208$1,208
125000 CHEVRON BONDP$125,000$115,338$9,662$9,662
125000 HOME DEPOT BONDP$125,000$124,777$223$223
100000 US BANCORP BONDP$100,000$101,014-$1,014-$1,014
100000 INTERCONTINENTAL BDP$100,000$100,005-$5-$5
50000 VISA BONDP$50,000$49,559$441$441
200000 BANK AMERICA BONDP$200,000$200,025-$25-$25
FieldValueIRS element (for citing)
Capital Gain Net Income$613,139CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,925InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,925SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,925TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$8,125TaxDueAmt

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 BooksJOHN M HILLHOUSEIndividualWithBooksNm
Phone3143360560PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1424 S WOODSMILL RD SUITE 325AddressLine1Txt
CityCHESTERFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63017ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY ANN SHANAHAN
424 S WOODMSILL RD SUITE 325ST LOUIS MOMO63017TRUSTEE0.25$0$0$0
MEGAN MATTERN
424 S WOODMSILL RD SUITE 325ST LOUIS MOMO63017TRUSTEE0.25$0$0$0
MICHAEL F SHANAHAN JR
424 S WOODMSILL RD SUITE 325ST LOUIS MOMO63017TRUSTEE0.25$0$0$0
MAUREEN TWARDOWSKI
424 S WOODMSILL RD SUITE 325ST LOUIS MOMO63017TRUSTEE0.25$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$9,154,540AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,154,540TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,154,540AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$137,318CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,017,222NetVlNoncharitableAssetsAmt
Minimum Investment Return$450,861MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$450,861MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,925TaxBasedOnInvestmentIncomeAmt
Total Tax$10,925TotalTaxAmt
Distributable Before Adj$439,936DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$439,936DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$439,936DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$520,220ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$520,220QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$439,936DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$18,116ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,713ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$55,512ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$104,341TotalExcessDistributionCyovAmt
Qualifying Distributions$520,220QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$439,936AppliedToCurrentYearAmt
Remaining Distri From Corpus$80,284RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$184,625TotalCorpusAmt
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$184,625ExcessDistriCyovToNextYrAmt
Excess From Year4$18,116ExcessFromYear4Amt
Excess From Year3$30,713ExcessFromYear3Amt
Excess From Year2$55,512ExcessFromYear2Amt
Excess From Current Year$80,284ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY ANN SHANAHANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANNIES HOPE
1333 W LOCKWOODKIRKWOODMO63122NONEPCGENERAL PURPOSES$2,000
CARDINAL GLENNON CHILDRENS FOUNDATION
3800 PARK AVEST LOUISMO63110NONEPCGENEARL PURPOSES$50,000
CHAMINADE SCHOOL
425 S LINDBERGHST LOUISMO63131NONEPCGENERAL PURPOSES$10,000
CRISIS NURSERY
11710 ADMINISTRATIVE DR18ST LOUISMO63146NONEPCGENERAL PURPOSESGGENERAL PURPOSESGENERAL PURPOSES$2,000
DESMET JESUIT HIGH SCHOOL
233 N NEW BALLAS RDST LOUISMO63141NONEPCGENERAL PURPOSES$2,500
FOSTER AND ADOPTIVE CARE COALITION
1750 S BRENTWOOD 219ST LOUISMO63144NONEPCGENERAL PURPOSES$2,500
FRANCISCAN WORKS
PO BOX 56007CHICAGOIL60656NONEPCGENERAL PURPOSES$10,000
FRIENDS OF KIDS WITH CANCER
16 SUNNEN DRST LOUISMO63113NONEPCGENERAL PURPOSES$3,000
GUARDIAN ANGEL SETTLEMENT ASSOCIATIO
1127 N VANDEVENTERST LOUISMO63113NONEPCGENERAL PURPOSES$2,000
HUMANE SOCIETY OF MISSOURI
1201 MACKLINDST LOUISMO63110NONEPCGENERAL PURPOSES$5,000
IMMACULOTA CHURCH
15036 CLAYTON RDST LOUISMO63124NONEPCGENERAL PURPOSES$10,000
KEEN ST LOUIS
8820 LADUEST LOUISMO63124NONEPCGENERAL PURPOSES$2,000
LAFAYETTE INDUSTRIES
179 GAYWOOD DRMANCHESTERMO63021NONEPCGENERAL PURPOSES$6,000
LIGHTNING FOUNDATION
401 CHANNELSIDE DRTAMPAFL33602NONEPCGENERAL PURPOSES$25,000
MARY GROVE
2705 MULLANPHY RDFLORRISANTMO63031NONEPCGENERAL PURPOSES$2,000
MISSOURI BAPTIST MEDICAL CENTER
3015 N BALLAS RDST LOUISMO63131NONEPCGENERAL PURPOSES$10,000
NURSES FOR NEWBORNS
7259 LANDSDOWNEST LOUISMO63119NONEPCGENERAL PURPOSES$2,000
PILLAR CHURCH
401 S LINDBERGHST LOUISMO63131NONEPCGENERAL PURPOSES$2,000
PROMISE CHRISTIAN ACADEMY
MARYVILLE CENTER DR 227CHESTERFIELDMO63017NONEPCGENERAL PURPOSES$20,000
SALVATION ARMY
1130 HAMPTON 3147ST LOUISMO63139NONEPCGENERAL PURPOSES$5,000
SHRINERS HOSPITAL FOR CHILDREN
4400 CLAYTON RDST LOUISMO63110NONEPCGENERAL PURPOSES$10,000
SPECIAL EDUCATION FOUNDATION
11938 WESTLINE INDUSTRIAL DRST LOUISMO63146NONEPCGENERAL PURPOSES$5,500
ST GENEVIEVE DU BOIS CHURCH
1575 N WOODLAWNST LOUISMO63122NONEPCGENERAL PURPOSES$18,000
ST JOESEPH'S ACADEMY
2307 S LINDBERGHST LOUISMO63131NONEPCGENERAL PURPOSES$10,000
ST JOHN VIANEY
1245 CLARK STJANESVILLEWI53545NONEPCGENERAL PURPOSES$5,000
ST JUDE CHILDRENS RESEARCH
22 DANNY THOMAS PLMEMPHISTN38105NONEPCGENERAL PURPOSES$10,000
ST LOUIS ARC
1177 N WARSON RDST LOUISMO63132NONEPCGENERAL PURPOSES$2,000
ST LOUIS CHILDRENS HOSPITAL
BARNES JEWISH PLAZAST LOUISMO63110NONEPCGENERAL PURPOSES$15,000
ST LOUIS VARIETY CLUB
11840 WESTLINE INDUST DRST LOUISMO63146NONEPCGENERAL PURPOSES$5,000
ST MARY MAGEALEN CHURCH
2618 S BRENTWOODST LOUISMO63144NONEPCGENERAL PURPOSES$10,000
SUNNY HILL
14 SOCCER PARKFENTONMO63026NONEPCGENERAL PURPOSES$2,000
TEXAS CHRISTIAN UNIVERISTY
PO BOX 298240FT WORTHTX76129NONEPCGENERAL PURPOSES$10,000
THE ABILITY EXPERIENCE JOURNEY OF HOPE
3701 ARCO CORPORATE DRIVECHARLOTTENC28273NONEPCGENERAL PURPOSES$5,000
THE HERO NETWORK
5963 ROYAL COUNTRY DROAKVILLEMO63129NONEPCGENERAL PURPOSES$6,000
VILLA DUCHENSNE SCHOOL
801 SPOEDE ROADST LOUISMO63131NONEPCGENERAL PURPOSES$10,000
NAPLES CHILDREN EDUCATION
2590 GOODLETTE FRANK RD NORTHNAPLESFL34103NONEPCGENERAL PURPOSES$25,000
CREIGHTON UNIVERSITY
2500 CALIFORNIA PLAZAOMAHANE68178NONEPCGENERAL PURPOSES$2,500
COMMUNITY CANCER FUND
510 W RIVERSIDE 500SPOKANEWA99201NONEPCGENERAL PURPOSES$50,000
MEDEA CHARITABLE FOUNDATION
351 SAINT MARY STPLEASONTONCA94566NONEPCGENERAL PURPOSES$10,000
SAVING HOPE ANIMAL RESCUE
306 WEST SEVENTH ST 500FT WORTHTX76102NONEPCGENERAL PURPOSES$5,000
ST LOUIS UNIVERISTY SCHOOL OF MEDICINE
ONE NORTH GRAND DUBOUR HALLST LOUISMO63103NONEPCGENERAL PURPOSES$13,500
THE JAMES FOUNDATION
112 SOUTH CEDAR ST PO BOX 606AUBURNIN46706NONEPCGENERAL PURPOSES$1,000
VISITATION ACADEMYY
3020 N BALLAS RDST LOUISMO63131NONEPCGENERAL PURPOSES$5,000
CARMELITE MONASTERY
9150 CLAYTON RDST LOUISMO63124NONEPCGENERAL PURPOSES$10,000
MIAMI UNIVERSITY
501 EAST HIGH STOXFORDOH45056NONEPCGENERAL PURPOSES$17,520
PURDUE UNIVERSITY
403 WEST WOOD STWEST LAYFAYETTEIN47907NONEPCGENERAL PURPOSES$12,500
GEORGE WASHINGTON SCHOOL OF LAW
2000 H STREET NWWASHINTONDC20052NONEPCGENERAL PURPOSES$13,700
ST LOUIS ABBEY
500 S MASON RDST LOUISMO63141NONEPCGENERAL PURPOSES$1,000
ST PATRICKS
800 N TUCKERST LOUISMO63101NONEPCGENERAL PURPOSES$10,000
BROTHERHOOD FOR THE FALLEN FT WORTH
5830 S SAYRECHICAGOIL60638NONEPCGENERAL PURPOSES$10,000
COOKS CHILDRENS HOSPITAL
801 7TH AVEFT WORTHTX76107NONEPCGENERAL PURPOSES$10,000
ST LOUIS BLUES ALUMNI CANCER EVENT
1401 CLARK STST LOUISMO63103NONEPCCANCER BENEFIT$10,000
MISSISSIPPI VALLEY GOLF
637 CANNONBURY DRIST LOUISMO63110NONEPCGENERAL PURPOSES$7,500
TUNNEL TO TOWERS
2361 HYLAN SLVDSTATEN ISLANDNY10306NONEPCGENERAL PURPOSES$5,000
COVENANT HOUSE
2727 N KINGSHIGHWAYST LOUISMO63113NONEPCGENERAL PURPOSES$2,000
100 NEEDIEST CASES
PO BOX 955925ST LOUISMO63195NONEPCGENERAL PURPOSES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$520,220TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$174,613ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$613,139ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$787,752ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$787,752TotalIncomeProducingActyAmt

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)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$2,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME SECURITIESBondNm
EOY Book Value$1,839,981EOYBookValueAmt
EOYFMV$1,905,621EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES GROWTH$176,546$1,743,637
ISHARES VALUE$459,565$1,277,605
ISHARES MSCI EAFE$187,049$239,691
VG INDEX 500$697,741$2,413,823
SMALL CAP GWTH$61,735$74,224
SMALL CAP VALUE$61,718$73,596
VANGUARD DIVIDEND$82,734$103,736
VANGUARD ALL WORLD$82,835$109,163
VANGUARD S&P VALUE$165,466$199,523

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

AmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtCategoryCategoryTxt
$0$0$0
$229$247$0INVESTMENT EXPENSES

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FORIEGN TAXS$0$778$0
EXCISE TAXES$5,000$0$0

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