Express Scripts Foundation in Saint Louis, Missouri (MO)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Express Scripts Foundation | |
| Employer Identification Number (EIN) | 020566229 |
| Name of Organization | Express Scripts Foundation |
| In Care of Name | Barrett A Toan |
| Address | One Express Way Hq2e04, Saint Louis, MO 63121 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $21,119,941 |
| Amount of Income | $1,108,896 |
| Form 990 Revenue Amount | $589,244 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2013: $1,108,896 (it was $9,246,082 in 2012)
| Express Scripts Foundation: | $1,108,896 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2013: $21,119,941 (it was $22,091,984 in 2012)
| Express Scripts Foundation: | $21,119,941 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $1,697,616
| This organization: | $1,697,616 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 0.7
| This organization: | 0.7 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 90.8%
| This organization: | 90.8% |
| Other organizations performing similar types of work: | 98.7% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $7,863,672 | $723,283 | $0 | |
| Contributions, gifts, grants, etc., received | $7,140,389 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $485,355 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $237,928 | |||
| Total expenses and disbursements | $1,697,616 | $1,684 | $0 | $1,562,981 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $134,635 | $1,684 | $0 | |
| Contributions, gifts, grants paid | $1,562,981 | |||
| Excess of revenue over expenses and disbursements | $6,166,056 | |||
| Net investment income | $721,599 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $22,091,984 | $23,426,666 |
| Cash - non-interest-bearing | $83,232 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $8,513,969 | |
| Investments-corporate bonds | $13,494,783 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $22,091,984 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $237,928 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $7,216 |
| Total credits and payments | $8,236 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $6,736 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $1,500 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $73 |
| Tax due | $0 |
| Overpayment | $947 |
| Amount to be credited to 2013 estimated tax | $947 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $16,681,288 |
| Net value of noncharitable-use assets | $16,431,060 |
| Minimum investment return | $821,553 |
| Distributable Amount (for 2012) | |
| Distributable amount | $814,337 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $814,337 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Mary R Saner Charitable Trust | 4330 Olive St, Saint Louis, MO 63108-2622 | MO | 2008-06 | $3,886,749 |
| 2 | Jim Casey Youth Opportunities Initiative Inc | 222 S Central Ave Ste 305, Saint Louis, MO 63105-3509 | MO | 2001-08 | $11,200,728 |
| 3 | Stifel Foundation Inc | 501 N Broadway, St Louis, MO 63102 | MO | 2010-02 | $2,669,459 |
| 4 | The@charlie And Mary Beth Oreilly Family Foundation | 1898 Monet Rd, Nixa, MO 65714-7327 | MO | 2001-04 | $886,206 |
| 5 | Sigma-Aldrich Foundation | 3050 Spruce St, Saint Louis, MO 63103-2530 | MO | 2004-12 | $560,182 |
| 6 | William S Kallaos Family Foundation | 14794 Brook Hill Dr, Chesterfield, MO 63017-7930 | MO | 2000-11 | $403,717 |
| 7 | St Marys Medical Center Foundation | 1000 Carondelet Dr, Kansas City, MO 64114-4673 | MO | 2001-04 | $316,185 |
| 8 | Vernon F Thompson And Mae E Thompson Charitable Foundation | 6138 Simpson Ave, Saint Louis, MO 63139-2821 | MO | 2000-11 | $303,945 |
| 9 | The@donald E Thompson Family Charitable Foundation, Thompson David W Ttee | PO BOX G, Troy, MO 63379-0167 | MO | 1999-04 | $70,116 |
| 10 | The Second Chance Burn Foundation | 12006 Foursome Pl, Saint Louis, MO 63128-1548 | MO | 2001-01 | $55,955 |
| 11 | Craig Milby Irrevocable Trust | PO BOX 11356, Saint Louis, MO 63105-0156 | MO | 2012-05 | $36,834 |
| 12 | Sandberg Phoenix & Von Gontard Charitable Foundation Inc | 600 Washington Ave 15th Fl, Saint Louis, MO 63101-1311 | MO | 2006-07 | $36,187 |
| 13 | Shamberg Johnson & Bergman Fndtn Tr | 2600 Grand Ave Ave Ste 550, Kansas City, MO 64108-4627 | MO | 2000-07 | $25,000 |
| 14 | William And Nancy Swartz Foundation | 723 W 131st Ter, Kansas City, MO 64145-1582 | MO | 2002-06 | $8,417 |
| 15 | Blessings To Others Inc | 2166 N Waterford Dr, Florissant, MO 63033-2301 | MO | 2013-12 | $4,581 |
| 16 | Dorlyn Charitable Foundaton | PO BOX 264, Webb City, MO 64870-0264 | MO | 2003-01 | $1 |
| 17 | Clinton County R-Iii Educational Foundation | 800 W Frost, Plattsburg, MO 64477 | MO | 1995-11 | $0 |
| 18 | Hagan Community Foundation, Dan Hagan Ttee | PO BOX 1225, Columbia, MO 65205 | MO | 2010-02 | $0 |
| 19 | Hands 4 Hope | 25751 Hamilton Street, Macon, MO 63552 | MO | 2014-11 | $0 |
| 20 | Imam Hussain Organization | PO BOX 39453, Saint Louis, MO 63139-8453 | MO | 2014-10 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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