HIGH POINT FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HIGH POINT FOUNDATION (EIN 33-3696206)
Tax period
2025-08-21 to 2025-12-31
Filed
2026-05-14
IRS object ID
202621349349105167
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)
Return2026-05-14T18:05:27-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431568681PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PINNACLE CONSULTING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18235 FORSYTH BLVD SUITE 900AddressLine1Txt
CityCLAYTONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-08-21TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN333696206EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HIGH POINT FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CHANDRA NIEMANNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHIGHBusinessNameControlTxt
Phone3148899600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18235 FORSYTH BLVD SUITE 900AddressLine1Txt
CityCLAYTONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHANDRA N NIEMANNPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3148899600PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN G TWELEPreparerPersonNm
PTINP00726058PTIN
Phone3148899667PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,406,843FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,761,145ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$112,728DividendsRevAndExpnssAmt
Dividends Net Invst Incm$112,728DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,450,198NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,123,779GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,450,198CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,324,071TotalRevAndExpnssAmt
Total Net Invst Incm$2,562,926TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,333OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,333TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,333TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,320,738ExcessRevenueOverExpensesAmt
Net Investment Income$2,562,926NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$14,406,843CorporateStockEOYAmt
Corporate Stock EOYFMV$14,406,843CorporateStockEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$14,406,843TotalAssetsEOYAmt
Total Assets EOYFMV$14,406,843TotalAssetsEOYFMVAmt
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$0RetainedEarningBOYAmt
Retained Earning EOY$14,406,843RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,406,843TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,406,843TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,320,738ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,320,738SubtotalAmt
Other Decreases$2,913,895OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,406,843TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (111 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
101 SHRS BERKSHIRE HATHAWAY INC CL BP2020-11-052025-09-25$50,116$21,103$29,013$29,013
500 SHRS BERKSHIRE HATHAWAY INC CL BP2020-11-052025-10-29$237,727$104,472$133,255$133,255
500 SHRS BERKSHIRE HATHAWAY INC CL BP2020-11-052025-11-18$252,242$104,472$147,770$147,770
100 SHRS BERKSHIRE HATHAWAY INC CL BP2020-11-052025-12-11$49,541$20,894$28,647$28,647
900 SHRS BERKSHIRE HATHAWAY INC CL BP2020-11-052025-12-22$449,770$188,050$261,720$261,720
102 SHRS COSTCO WHOLESALE CORPP2015-10-272025-09-25$95,903$16,431$79,472$79,472
23 SHRS COSTCO WHOLESALE CORPP2015-10-272025-10-16$21,257$3,705$17,552$17,552
12 SHRS COSTCO WHOLESALE CORPP2015-10-272025-10-16$11,091$1,933$9,158$9,158
465 SHRS COSTCO WHOLESALE CORPP2015-11-162025-10-16$429,767$74,140$355,627$355,627
4027 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-092025-09-16$44,531$7,848$36,683$36,683
377 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-092025-09-16$4,169$735$3,434$3,434
4200 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2015-12-172025-09-16$46,444$8,141$38,303$38,303
3050 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2015-12-172025-09-17$33,864$5,912$27,952$27,952
679 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2015-12-172025-09-17$7,539$1,316$6,223$6,223
1271 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2015-12-282025-09-17$14,112$2,440$11,672$11,672
2479 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2015-12-282025-09-18$27,987$4,759$23,228$23,228
351 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2015-12-282025-09-18$3,963$674$3,289$3,289
2170 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-172025-09-18$24,498$4,144$20,354$20,354
1702 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-102025-09-24$20,528$3,234$17,294$17,294
2830 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-172025-09-24$34,133$5,405$28,728$28,728
468 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-172025-09-24$5,645$894$4,751$4,751
3298 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-102025-10-10$38,611$6,266$32,345$32,345
468 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-102025-10-10$5,479$889$4,590$4,590
1234 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-172025-10-10$14,447$2,333$12,114$12,114
5000 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-172025-10-16$56,067$9,452$46,615$46,615
5000 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-172025-11-18$41,388$9,452$31,936$31,936
1451 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-172025-12-02$13,879$2,743$11,136$11,136
1187 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-172025-12-02$11,354$2,244$9,110$9,110
2362 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2015-12-292025-12-02$22,593$4,442$18,151$18,151
2638 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2015-12-292025-12-09$28,050$4,961$23,089$23,089
25 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-03-212025-12-09$266$47$219$219
1059 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-03-312025-12-09$11,260$1,992$9,268$9,268
1278 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-112025-12-09$13,589$2,403$11,186$11,186
3722 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-112025-12-18$52,912$7,000$45,912$45,912
1278 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2018-08-092025-12-18$18,168$2,403$15,765$15,765
597 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2018-08-092025-12-19$9,725$1,123$8,602$8,602
468 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2015-12-292025-12-19$7,624$880$6,744$6,744
2 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-03-212025-12-19$33$4$29$29
99 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-03-312025-12-19$1,613$186$1,427$1,427
468 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-112025-12-19$7,624$880$6,744$6,744
175 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2018-08-092025-12-19$2,851$329$2,522$2,522
100 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-04-252025-12-19$1,629$187$1,442$1,442
10 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-04-252025-12-19$163$19$144$144
3081 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-04-042025-12-19$50,191$5,734$44,457$44,457
669 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-04-042025-12-22$12,106$1,245$10,861$10,861
351 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-04-042025-12-22$6,352$653$5,699$5,699
200 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-03-222025-12-22$3,619$370$3,249$3,249
521 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-162025-12-22$9,428$965$8,463$8,463
19 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-03-222025-12-22$344$35$309$309
49 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-162025-12-22$887$91$796$796
3191 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-02-262025-12-22$57,743$5,846$51,897$51,897
225 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-01-212025-12-29$4,386$410$3,976$3,976
21 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-01-212025-12-29$409$38$371$371
320 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-01-222025-12-29$6,238$580$5,658$5,658
2809 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-02-262025-12-29$54,755$5,146$49,609$49,609
562 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-02-262025-12-29$10,955$1,030$9,925$9,925
450 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-03-162025-12-29$8,772$824$7,948$7,948
42 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-03-162025-12-29$819$77$742$742
522 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-132025-12-29$10,175$956$9,219$9,219
49 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-05-132025-12-29$955$90$865$865
3430 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-01-222025-12-30$67,024$6,212$60,812$60,812
351 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-01-222025-12-30$6,859$636$6,223$6,223
1 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-03-282025-12-30$20$2$18$18
3126 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2018-08-132025-12-30$61,083$5,568$55,515$55,515
293 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2018-08-132025-12-30$5,725$522$5,203$5,203
516 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-02-112025-12-30$10,083$895$9,188$9,188
48 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-02-112025-12-30$938$83$855$855
1595 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-02-032025-12-30$31,167$2,705$28,462$28,462
150 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2016-02-032025-12-30$2,931$254$2,677$2,677
123 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2018-09-252025-12-30$2,403$207$2,196$2,196
12 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2018-09-252025-12-30$234$20$214$214
325 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2015-12-162025-12-30$6,351$532$5,819$5,819
30 SHRS INNOVATIVE SOLUTIONS AND SUPPORT INCP2015-12-162025-12-30$586$49$537$537
1011 SHRS ONEOK INCP2021-03-112025-09-25$74,321$47,815$26,506$26,506
693 SHRS U-HAUL HOLDING CO SER NP2019-06-252025-09-02$35,778$26,429$9,349$9,349
1515 SHRS U-HAUL HOLDING CO SER NP2019-06-262025-09-02$78,217$57,452$20,765$20,765
1350 SHRS U-HAUL HOLDING CO SER NP2019-07-162025-09-02$69,698$51,821$17,877$17,877
1125 SHRS U-HAUL HOLDING CO SER NP2019-07-292025-09-02$58,082$43,449$14,633$14,633
666 SHRS U-HAUL HOLDING CO SER NP2019-10-232025-09-02$34,385$27,103$7,282$7,282
402 SHRS U-HAUL HOLDING CO SER NP2019-10-312025-09-02$20,755$16,308$4,447$4,447
135 SHRS U-HAUL HOLDING CO SER NP2020-01-062025-09-02$6,970$5,183$1,787$1,787
2009 SHRS U-HAUL HOLDING CO SER NP2020-01-072025-09-02$103,721$76,842$26,879$26,879
105 SHRS U-HAUL HOLDING CO SER NP2020-01-082025-09-02$5,421$4,006$1,415$1,415
60 SHRS U-HAUL HOLDING CO SER NP2019-06-262025-09-08$3,125$2,275$850$850
225 SHRS U-HAUL HOLDING CO SER NP2019-07-012025-09-08$11,720$8,522$3,198$3,198
1800 SHRS U-HAUL HOLDING CO SER NP2019-07-022025-09-08$93,763$67,667$26,096$26,096
1125 SHRS U-HAUL HOLDING CO SER NP2019-07-092025-09-08$58,602$42,351$16,251$16,251
1165 SHRS U-HAUL HOLDING CO SER NP2019-07-172025-09-08$60,686$43,889$16,797$16,797
1125 SHRS U-HAUL HOLDING CO SER NP2019-08-202025-09-08$58,602$39,411$19,191$19,191
3150 SHRS U-HAUL HOLDING CO SER NP2020-10-212025-09-08$164,086$115,733$48,353$48,353
1350 SHRS U-HAUL HOLDING CO SER NP2020-10-272025-09-08$70,322$48,358$21,964$21,964
65 SHRS U-HAUL HOLDING CO SER NP2019-06-252025-09-12$3,422$2,479$943$943
147 SHRS U-HAUL HOLDING CO SER NP2019-06-262025-09-12$7,739$5,575$2,164$2,164
21 SHRS U-HAUL HOLDING CO SER NP2019-07-012025-09-12$1,106$795$311$311
169 SHRS U-HAUL HOLDING CO SER NP2019-07-022025-09-12$8,897$6,353$2,544$2,544
105 SHRS U-HAUL HOLDING CO SER NP2019-07-092025-09-12$5,528$3,953$1,575$1,575
126 SHRS U-HAUL HOLDING CO SER NP2019-07-162025-09-12$6,633$4,837$1,796$1,796
109 SHRS U-HAUL HOLDING CO SER NP2019-07-172025-09-12$5,738$4,106$1,632$1,632
105 SHRS U-HAUL HOLDING CO SER NP2019-07-292025-09-12$5,528$4,055$1,473$1,473
105 SHRS U-HAUL HOLDING CO SER NP2019-08-202025-09-12$5,528$3,678$1,850$1,850
63 SHRS U-HAUL HOLDING CO SER NP2019-10-232025-09-12$3,317$2,564$753$753
38 SHRS U-HAUL HOLDING CO SER NP2019-10-312025-09-12$2,000$1,542$458$458
12 SHRS U-HAUL HOLDING CO SER NP2020-01-062025-09-12$632$461$171$171
188 SHRS U-HAUL HOLDING CO SER NP2020-01-072025-09-12$9,897$7,191$2,706$2,706
9 SHRS U-HAUL HOLDING CO SER NP2020-01-082025-09-12$474$343$131$131
294 SHRS U-HAUL HOLDING CO SER NP2020-10-212025-09-12$15,477$10,802$4,675$4,675
126 SHRS U-HAUL HOLDING CO SER NP2020-10-272025-09-12$6,633$4,513$2,120$2,120
2500 SHRS LVMH MOET HENNESSY LOUIS VUITTON SEP2018-11-062025-08-25$283,955$158,718$125,237$125,237
234 SHRS LVMH MOET HENNESSY LOUIS VUITTON SEP2018-11-062025-09-16$28,197$14,856$13,341$13,341
772 SHRS SHELL PLCP2021-04-072025-09-25$55,940$29,434$26,506$26,506
CAPITAL GAINS DIVIDENDSP$1,194$1,194$1,194
FieldValueIRS element (for citing)
Capital Gain Net Income$2,450,198CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$35,625InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$35,625SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$35,625TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$590EsPenaltyAmt
Tax Due$36,215TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHANDRA N NIEMANNIndividualWithBooksNm
Phone3148899600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18235 FORSYTH BLVD SUITE 900AddressLine1Txt
CityCLAYTONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHANDRA N NIEMANN
8235 FORSYTH BLVD STE 900CLAYTONMO63105CHAIRMAN AND DIRECTOR10.00$0$0$0
DANIELLE NIEMANN
8235 FORSYTH BLVD STE 900CLAYTONMO63105DIRECTOR0.00$0$0$0
THOMAS JARED NIEMANN
8235 FORSYTH BLVD STE 900CLAYTONMO63105DIRECTOR0.00$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$12,536,273AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,536,273TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,536,273AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$188,044CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,348,229NetVlNoncharitableAssetsAmt
Minimum Investment Return$224,972MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$224,972MinimumInvestmentReturnAmt
Tax Based On Investment Income$35,625TaxBasedOnInvestmentIncomeAmt
Total Tax$35,625TotalTaxAmt
Distributable Before Adj$189,347DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$189,347DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$189,347DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

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

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$189,347DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
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$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$189,347UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHANDRA N NIEMANNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
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$112,728ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,450,198ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,562,926ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,562,926TotalIncomeProducingActyAmt

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 (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
MARY K NOVELLY
18235 FORSYTH BLVD SUITE 900CLAYTONMO63105$6,458,225Yes (X)
MARY K NOVELLY
28235 FORSYTH BLVD SUITE 900CLAYTONMO63105$3,057,788Yes (X)
MARY K NOVELLY
38235 FORSYTH BLVD SUITE 900CLAYTONMO63105$2,110,646Yes (X)
MARY K NOVELLY
48235 FORSYTH BLVD SUITE 900CLAYTONMO63105$586,785Yes (X)
MARY K NOVELLY
58235 FORSYTH BLVD SUITE 900CLAYTONMO63105$282,743Yes (X)
MARY K NOVELLY
68235 FORSYTH BLVD SUITE 900CLAYTONMO63105$198,903Yes (X)
CHANDRA N NIEMANN
78235 FORSYTH BLVD SUITE 900CLAYTONMO63105$2,066,055Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
13,750 SHR BERKSHIRE HATHAWAY INC(BRK.B) 3,750 SHR COSTCO(COST) 71,875 SHR INNOVATIVE SOLUTIONS(ISSC)$6,458,2252025-08-21
22,500 SHRS LVMH MOET HENNESSY LOUIS VUITTON (LVMUY), 37,500 SHRS ONEOK (OKE)$3,057,7882025-08-21
318,000 SHRS U-HAUL HOLDING (UHAL/B), 16,250 SHRS SHELL(SHEL)$2,110,6462025-08-21
4351 SHRS BERKSHIRE HATHAWAY INC(BRK.B) 352 SHRS COSTCO(COST) 6,729 SHRS INNOVATIVE SOLUTIONS(ISSC)$586,7852025-09-11
5234 SHRS LVMH MOET HENNESSY LOUIS VUITTON (LVMUY), 3,511 SHRS ONEOK (OKE)$282,7432025-09-11
61,682 SHRS U-HAUL HOLDING (UHAL/B), 1,522 SHRS SHELL(SHEL)$198,9032025-09-11
77,665 SHR BANK OF AMERICA (BAC), 4,750 SHRS JPMORGAN (JPM), 1,533 SHRS WILLIAMS COMPANIES (WMB)$2,066,0552025-12-23

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$14,406,843EOYBookValueAmt
EOYFMV$14,406,843EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN (LOSS)Desc
Amt$2,913,895Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$3,333RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
MARY K NOVELLY
8325 FORSYTH BLVD SUITE 900CLAYTONMO63105
CHANDRA N NIEMANN
8325 FORSYTH BLVD SUITE 900CLAYTONMO63105

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