CHOD FAM FOUNDATION TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHOD FAM FOUNDATION TR (EIN 43-6475433)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-27
- IRS object ID
- 202611179349100631
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T11:34:18-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431552002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPATA FLEGEL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MASON RIDGE CENTER DR STE 100 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436475433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHOD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREENSFELDER HEMKER & GALE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHOD | BusinessNameControlTxt |
| Phone | 3145148881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S BROADWAY STE 2000 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD CHOD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3145148881 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY G LEWIS | PreparerPersonNm |
| PTIN | P00966654 | PTIN |
| Phone | 3145148881 | PhoneNum |
| Preparation | 2026-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,495,138 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,393 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,393 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $514,507 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $514,507 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,516,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,624 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $610,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $610,524 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $51,662 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $25,831 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,831 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,430 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,830 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,871 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,871 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,907 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,206 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $945,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $945,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,028,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,907 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $974,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$418,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $568,617 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $169,473 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,580 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,580 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,304,666 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,919,290 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,358,558 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,474,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,055,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,495,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,474,139 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,055,870 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,474,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,055,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,474,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,055,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,474,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$418,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,055,870 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,055,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - 5204 | $504,817 | $467,460 | $37,357 | $37,357 |
| PUBLICLY TRADED SECURITIES - 6518 | $440,595 | $387,361 | $53,234 | $53,234 |
| PUBLICLY TRADED SECURITIES - 9237 | $571,035 | $571,002 | $33 | $33 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,624 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,904 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,904 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,249 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,249 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,345 | OverpaymentAmt |
| Applied To ES Tax | $2,345 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LOPATA FLEGEL COMPANY LLP | IndividualWithBooksNm |
| Phone | 3145148881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MASON RIDGE CENTER DR | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD A CHOD | ||||||||
| 10 S BROADWAY STE 2000 | ST LOUIS | MO | 63102 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHERYL ABRAMS | ||||||||
| 10 S BROADWAY STE 2000 | ST LOUIS | MO | 63102 | OFFICER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,223,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,893 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,396,069 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,396,069 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $365,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,030,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,201,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,201,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,904 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,904 | TotalTaxAmt |
| Distributable Before Adj | $1,193,602 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,193,602 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,193,602 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $974,286 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $974,286 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,193,602 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $943,077 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $974,286 | QualifyingDistributionsAmt |
| Applied To Year1 | $943,077 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,209 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,162,393 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COVENANT PLACE | ||||||||
| 8 MILLSTONE CAMPUS DR 2000 | ST LOUIS | MO | 63146 | NONE | PC | GENERAL SUPPORT | $6,800 | |
| DONALD DANFORTH PLANT SCIENCE CENTER | ||||||||
| 975 NORTH WARSON ROAD | ST LOUIS | MO | 63132 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ST LOUIS COUNTY POLICE WELFARE ASSOCIATION | ||||||||
| 1333 ASHBY ROAD | ST LOUIS | MO | 63132 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 10195 CORPORATE SQUARE | ST LOUIS | MO | 63132 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 3450 PARK AVE | ST LOUIS | MO | 63104 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SAUL MIROWITZ JEWISH COMMUNITY SCHOOL | ||||||||
| 348 SOUTH MASON ROAD | ST LOUIS | MO | 63141 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| ST LOUIS ARC | ||||||||
| 1177 N WARSON RD | ST LOUIS | MO | 63132 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ST LOUIS ART MUSEUM | ||||||||
| ONE FINE ARTS DRIVE | ST LOUIS | MO | 63110 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| ST LOUIS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 1001 HIGHLANDS PLAZA DRIVE WEST STE | ST LOUIS | MO | 63110 | NONE | PC | GENERAL SUPPORT | $50,000 | 160 |
| ST LOUIS HOLOCAUST MUSEUM | ||||||||
| 12 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ST LOUIS SCIENCE CENTER | ||||||||
| 5050 OAKLAND AVENUE | ST LOUIS | MO | 63110 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ST LOUIS POLICE FOUNDATION | ||||||||
| 9761 CLAYTON ROAD | ST LOUIS | MO | 63124 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PONY BIRD | ||||||||
| 1615 VINE SCHOOL RD | HERCULANEUM | MO | 63048 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ST LOUIS ZOO ASSOCIATION | ||||||||
| ONE GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| STL JEWISH LIGHT | ||||||||
| 6 MILLSTONE CAMPUS DRIVE STE 3010 | ST LOUIS | MO | 63146 | NONE | PC | GENERAL SUPPORT | $6,800 | |
| STRAY RESCUE OF ST LOUIS | ||||||||
| 2320 PINE ST | ST LOUIS | MO | 63103 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TENDER HEART HAVEN | ||||||||
| 119 E LOS ANGELES AVE | SIMI VALLEY | CA | 93065 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE MUNY | ||||||||
| 1 THEATRE DRIVE | ST LOUIS | MO | 63112 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ST LOUIS MENS GROUP AGAINST CANCER | ||||||||
| 12951 OLIVE BLVD | ST LOUIS | MO | 63141 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| MISSOURI HISTORY MUSEUM | ||||||||
| 5700 LINDELL BOULEVARD | ST LOUIS | MO | 63112 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| NATIONAL COUNCIL OF JEWISH WOMEN ST LOUIS | ||||||||
| 295 N LINDBERGH BLVD | ST LOUIS | MO | 63141 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CONGREGATION B'NAI AMOONA | ||||||||
| 324 S MASON RD | CREVE COEUR | MO | 63141 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| CONGREGATION TEMPLE ISRAEL | ||||||||
| 1 RABBI ALVAN D RUBIN DRIVE | ST LOUIS | MO | 63141 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CROWN CENTER | ||||||||
| 8350 DELCREST DR | ST LOUIS | MO | 63124 | NONE | PC | GENERAL SUPPORT | $25,180 | |
| FOREST PARK FOREVER | ||||||||
| 5595 GRAND DR | ST LOUIS | MO | 63112 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| GATEWAY TO HOPE | ||||||||
| 3114 SUTTON BLVD | ST LOUIS | MO | 63143 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| HARRIS HOUSE | ||||||||
| 8315 SOUTH BROADWAY | ST LOUIS | MO | 63111 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HUMANE SOCIETY | ||||||||
| 1201 MACKLIND AVENUE | ST LOUIS | MO | 63110 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| J ASSOCIATES | ||||||||
| 2 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 2 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | NONE | PC | GENERAL SUPPORT | $80,000 | |
| JEWISH FAMILY & CHILDRENS SERVICES | ||||||||
| 10950 SCHUETZ ROAD | ST LOUIS | MO | 63146 | NONE | PC | GENERAL SUPPORT | $19,800 | |
| JEWISH FEDERATION OF ST LOUIS | ||||||||
| 12 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | NONE | PC | GENERAL SUPPORT | $175,000 | |
| LIFT FOR LIFE ACADEMY | ||||||||
| 1731 SOUTH BROADWAY | ST LOUIS | MO | 63104 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 13523 BARRETT PKWY DR 241 | BALLWIN | MO | 63021 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| MISSOURI BOTANICAL GARDEN | ||||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| OPEN DOOR ANIMAL SANCTUARY | ||||||||
| 6065 DUDA RD | HOUSE SPRINGS | MO | 63051 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE USO | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $945,080 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,393 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $514,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $90,624 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $610,524 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $610,524 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $6,750 | Amt |
| Net Investment Income | $3,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (90 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 2,000 SH | $44,822 | $250,580 |
| ABBVIE - 2,000 SH | $48,606 | $456,980 |
| ALTRIA GROUP, INC. - 4,000 SH | $222,440 | $230,640 |
| AMEREN - 13,006 SH | $512,135 | $1,298,779 |
| BANK OF AMERICA CORP - 4,000 SH | $65,520 | $220,000 |
| CHEVRON - 4,500 SH | $499,892 | $685,845 |
| COMMERCE BANCSHARES - 45,194 SH | $210,949 | $2,607,841 |
| CONOCOPHILLIPS - 3,000 SH | $157,915 | $280,830 |
| ELI LILLY - 8,000 SH | $570,200 | $8,597,440 |
| INTEL CORP - 23,000 SH | $543,770 | $848,700 |
| JOHNSON & JOHNSON - 2,838 SH | $284,538 | $587,324 |
| JP MORGAN CHASE & CO - 3,000 SH | $179,400 | $966,660 |
| KENVUE INC - - 1,301 SH | $16,239 | $22,442 |
| KIMBERLEY CLARK CORP - 5,900 SH | $604,471 | $595,251 |
| MERCK - 2,800 SH | $138,690 | $294,728 |
| PEPSICO INC - 5,000 SH | $333,941 | $717,600 |
| PHILLIP MORRIS INTERNATIONAL - 4,000 SH | $332,160 | $641,600 |
| PHILLIPS 66 - 1,500 SH | $46,930 | $193,560 |
| PROCTER & GAMBLE - 2,000 SH | $141,334 | $286,620 |
| QUALCOMM INC - 1,300 SH | $104,610 | $222,365 |
| SHELL PLC - 1,200 SH | $77,070 | $88,176 |
| SOLVENTUM CORP - 375 SH | $33,783 | $29,715 |
| TOTALENERGIES SE ADR - 2,000 SH | $110,641 | $130,840 |
| VERIZON - 3,000 SH | $101,541 | $122,190 |
| WAL-MART - 15,000 SH | $249,957 | $1,671,150 |
| 3M CO - 1,500 SH | $183,893 | $240,150 |
| FEDERATED HERMES GOVERNENT OBLIGATIONS FUND CL IS GOIXX | $751,289 | $751,289 |
| FEDERATED US TREASURY CASH RESERVES MONEY MARKET INSTL CL SH UTIXX | $1,022,870 | $1,022,870 |
| ABBVIE INC - 106 SH | $22,405 | $24,220 |
| ALPHABET INC VOTING CAP STK CL A GOOGL - 171 SH | $22,585 | $53,523 |
| AMAZON COM INC - 171 SH | $23,278 | $39,470 |
| APPLE INC - 150 SH | $9,185 | $40,779 |
| APPLIED MATERIALS INC - 213 SH | $9,971 | $54,739 |
| ARISTA NETWORKS INC - 327 SH | $26,081 | $42,847 |
| BLACKROCK INC COM - 21 SH | $20,510 | $22,477 |
| BOSTON SCIENTIFIC CORP - 252 SH | $22,570 | $24,028 |
| CHUBB LTD CB - 121 SH | $21,098 | $37,767 |
| CROWDSTRIKE HLDGS INC - 153 SH | $22,233 | $71,720 |
| ELI LILLY & CO - 43 SH | $23,993 | $46,211 |
| FIRST TR ENHANCED ETF SHORT MARTURITY FTSM - 767 SH | $45,883 | $45,966 |
| GE AEROSPACE NEW - 143 SH | $29,965 | $44,048 |
| HOME DEPOT INC - 85 SH | $16,719 | $29,249 |
| JOHNSON CTLS INTL PLC - 243 SH | $21,022 | $29,099 |
| JPMORGAN CHASE & CO - 119 SH | $13,557 | $38,344 |
| MARVELL TECHNOLOGY INC - 325 SH | $22,605 | $27,619 |
| META PLATFORMS - 76 SH | $22,256 | $50,167 |
| MICROSOFT CORP - 113 SH | $12,354 | $54,649 |
| NETFLIX.COM INC - 340 SH | $22,190 | $31,878 |
| NVIDIA CORP - 460 SH | $26,462 | $85,790 |
| PARKER-HANNIFIN CORP - 57 SH | $26,435 | $50,101 |
| S&P GLOBAL INC - 55 SH | $26,804 | $28,742 |
| SHOPIFY INC CL A - 320 SH | $30,416 | $51,510 |
| TECHNIPFMC PLC - 1,013 SH | $37,455 | $45,139 |
| VISA INC CLASS A - 108 SH | $24,861 | $37,877 |
| WALMART INC - 449 SH | $23,663 | $50,023 |
| WESTERN DIGITAL CORP - 437 SHS | $35,235 | $75,282 |
| ABBVIE INC - 89 SH | $18,707 | $20,336 |
| AFLAC INC - 265 SH | $11,667 | $29,222 |
| AMPHENOL CORP - 196 SH | $15,969 | $26,487 |
| ANALOG DEVICES INC - 147 SH | $17,152 | $39,866 |
| APPLE INC - 137 SH | $15,725 | $37,245 |
| ATMOS ENERGY CORP - 155 SH | $16,795 | $25,983 |
| BLACKROCK INC COM - 22 SH | $22,246 | $23,547 |
| BROADCOM INC - 162 SH | $21,485 | $56,068 |
| CENCORA INC - 181 | $21,779 | $61,133 |
| CHUBB LTD CB - 110 SH | $19,322 | $34,333 |
| CORTEVA INC - 309 SH | $19,938 | $20,712 |
| COSTCO WHSL CORP NEW - 44 SH | $24,708 | $37,943 |
| DUKE ENERGY CORP | $26,340 | $28,599 |
| EAST WEST BANCORP INC - 243 SH | $24,094 | $27,311 |
| EMERSON ELECTRIC CO - 201 SH | $19,232 | $26,677 |
| FIRST TR ENHANCED ETF SHORT MARTURITY FTSM - 980 SH | $58,731 | $58,731 |
| GILEAD SCIENCE INC - 268 SH | $24,515 | $32,894 |
| GOLDMAN SACHS GROUP INC - 50 SH | $17,145 | $43,950 |
| HOME DEPOT INC - 84 SH | $15,980 | $28,904 |
| HONEYWELL INTERNATIONAL INC - 92 SH | $14,751 | $17,948 |
| INTERNATIONAL BUSINESS MACHIE CORP - 121 SH | $20,862 | $35,841 |
| JOHNSON & JOHNSON - 106 SH | $19,758 | $21,937 |
| KLA CORP - 36 SH | $14,245 | $43,743 |
| LINDE PLC - 77 SH | $14,447 | $32,832 |
| MASTERCARD IN CL A - 51 SH | $21,037 | $29,115 |
| MCKESSON CORPORATION - 18 SH | $12,757 | $14,765 |
| MICROSOFT CORP - 72 SH | $7,544 | $34,821 |
| PHILLIPS 66 - 184 SH | $24,850 | $23,743 |
| PNC FINANCIAL SERVICES - 107 SH | $19,794 | $22,334 |
| S&P GLOBAL INC - 54 SH | $13,565 | $28,220 |
| STATE STR CORP - 113 SH | $13,221 | $14,578 |
| SYNCHRONY FINANCIAL - 339 SH | $25,391 | $28,283 |
| TJX COS INC - 145 SH | $18,489 | $22,273 |
| WALMART INC - 294 SH | $15,652 | $32,755 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $51,662 | LegalFeesAmt |
| Net Investment Income | $25,831 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,831 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $10,871 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,871 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,830 | $1,830 | $0 |
| FEDERAL INCOME TAXES | $12,600 | $0 | $0 |
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