BETA

SHANAHAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SHANAHAN FAMILY FOUNDATION (EIN 43-6911537)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-18
IRS object ID
202401709349100310
Schema version
2023v5.0
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)
Return2024-06-18T08:17:26-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Begin2023-01-01TaxPeriodBeginDt

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)
PersonMICHAEL SHANAHAN JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3143360560PhoneNum
Signature2024-06-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastSHANAHAN JRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00389158PTIN
Phone3143360560PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,995,268FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$133,018DividendsRevAndExpnssAmt
Dividends Net Invst Incm$133,182DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$419,045NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$522,755GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$419,045CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$752,063TotalRevAndExpnssAmt
Total Net Invst Incm$552,227TotalNetInvstIncmAmt
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$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,943OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,943OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$40TaxesRevAndExpnssAmt
Taxes Net Invst Incm$291TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$61DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$61DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$31,126OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$51,670TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,295TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$386,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$386,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$437,670TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,295TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$386,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$314,393ExcessRevenueOverExpensesAmt
Net Investment Income$533,932NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$720,438SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$366,332SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$366,332SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,300,310AcctRcvblAmt
Acct Rcvbl EOY$1,300,310AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,300,310AcctRcvblEOYFMVAmt
Corporate Stock BOY$2,640,937CorporateStockBOYAmt
Corporate Stock EOY$1,720,401CorporateStockEOYAmt
Corporate Stock EOYFMV$4,538,627CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,492,468CorporateBondsBOYAmt
Corporate Bonds EOY$1,780,574CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,789,999CorporateBondsEOYFMVAmt
Other Assets BOY-$619OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$4,853,224TotalAssetsBOYAmt
Total Assets EOY$5,167,617TotalAssetsEOYAmt
Total Assets EOYFMV$7,995,268TotalAssetsEOYFMVAmt
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$4,853,224RetainedEarningBOYAmt
Retained Earning EOY$5,167,617RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,853,224TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,167,617TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,853,224TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,167,617TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,853,224TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$314,393ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,167,617SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,167,617TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
THRU PALM TREE PARTNERSP$17,440$17,440$17,440
THRU PALM TREE PARTNERSP$505,315$505,315$505,315
THRU PALM 1256P-$41,484-$41,484$41,484
THRU PALM 1256P-$62,226-$62,226$62,226
FieldValueIRS element (for citing)
Capital Gain Net Income$419,045CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,422InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,422SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,422TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,126EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,126TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$4,296TaxDueAmt

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$6,861,118AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,861,118TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,861,118AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$102,917CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,758,201NetVlNoncharitableAssetsAmt
Minimum Investment Return$337,910MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$337,910MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,422TaxBasedOnInvestmentIncomeAmt
Total Tax$7,422TotalTaxAmt
Distributable Before Adj$330,488DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$330,488DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$330,488DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$386,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$386,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$330,488DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$33,623ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,713ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$64,336TotalExcessDistributionCyovAmt
Qualifying Distributions$386,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$330,488AppliedToCurrentYearAmt
Remaining Distri From Corpus$55,512RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$119,848TotalCorpusAmt
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$119,848ExcessDistriCyovToNextYrAmt
Excess From Year2$33,623ExcessFromYear2Amt
Excess From Year1$30,713ExcessFromYear1Amt
Excess From Current Year$55,512ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANGELS ARMS
12819 TESSON FERRYST LOUISMO63128NONEPUBLIC CHARITYGENERAL PURPOSES$2,000
ANGELS IN THE OUTFIELD
6 DEVONDALE LNFRONTENACMO63131NONEPUBLIC CHARITYGENEARL PURPOSES$1,500
ANNIES HOPE
1333 W LOCKWOODKIRKWOODMO63122NONEPUBLIC CHARITYGENERAL PURPOSES$2,000
BACKSTOPPERS
10411 CLAYTON RD 203ST LOUISMO63124NONEPUBLIC CHARITYGENEERAL PURPOSES$5,000
BARNES JEWISH HOSPITAL FOUNDATION
1001 HIGHLANDS PLZ DR WEST 140ST LOUISMO631101337NONEPUBLIC CHARITYGENERAL PURPOSES$5,000
CARDINAL GLENNON CHILDRENS FOUNDATION
3800 PARK AVEST LOUISMO63110NONEPUBLIC CHARITYGENEARL PURPOSES$50,000
CBC HIGH SCHOOL
1850 DE LA SALLEST LOUISMO63141NONEPUBLIC CHARITYGENERAL PURPOSES$5,000
CHAMINADE SCHOOL
425 S LINDBERGHST LOUISMO63131NONEPUBLIC CHARITYGENERAL PURPOSES$26,000
COMMUNITY CANCER FUND
519 W RIVERSIDE 500SPOKANEWA99201NONEPUBLIC CHARITYGENERAL PURPOSES$25,000
COVENANT HOUSE
2727 N KINGSHIGHWAYST LOUISMO63113NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
CRISIS NURSERY
11710 ADMINISTRATIVE DR18ST LOUISMO63146NONEPUBLIC CHARITYGENERAL PURPOSESGGENERAL PURPOSESGENERAL PURPOSES$2,000
DESMET JESUIT HIGH SCHOOL
233 N NEW BALLAS RDST LOUISMO63141NONEPUBLIC CHARITYGENERAL PURPOSES$10,000
FAMILY FORWARD
302 N DUNTON AVEARLINGTON HEIGHTSIL60004NONEPUBLIC CHARITYGENERAL PURPOSES$2,500
FATHER DEMPSEYS CHARITIES
3427 WASHINGTON STST LOUISMO63103NONEPUBLIC CHARITYGENERAL PURPOSES$5,000
FRANCISCAN WORKS
PO BOX 56007CHICAGOIL60656NONEPUBLIC CHARITYGENERAL PURPOSES$10,000
FRIENDS OF KIDS WITH CANCER
16 SUNNEN DRST LOUISMO63113NONEPUBLIC CHARITYGENERAL PURPOSES$7,000
GUARDIAN ANGEL SETTLEMENT ASSOCIATIO
1127 N VANDEVENTERST LOUISMO63113NONEPUBLIC CHARITYGENERAL PURPOSES$2,000
HUMANE SOCIETY OF MISSOURI
1201 MACKLINDST LOUISMO63110NONEPUBLIC CHARITYGENERAL PURPOSESGENERAL PURPOSES$10,000
KEEN ST LOUIS
8820 LADUEST LOUISMO63124NONEPUBLIC CHARITYGENERAL PURPOSES$2,000
MARINES TOYS FOR TOTS
18251 QUANTICO GATEWAY DRTRIANGLEVA22172NONEPUBLIC CHARITYGENERAL PURPOSES$7,000
MARY GROVE
2705 MULLANPHY RDFLORRISANTMO63031NONEPUBLIC CHARITYGENERAL PURPOSES$2,000
MISSOURI BAPTIST MEDICAL CENTER
3015 N BALLAS RDST LOUISMO63131NONEPUBLIC CHARITYGENERAL PURPOSES$2,500
NURSES FOR NEWBORNS
7259 LANDSDOWNEST LOUISMO63119NONEPUBLIC CHARITYGENERAL PURPOSES$2,000
PILLAR CHURCH
401 S LINDBERGHST LOUISMO63131NONEPUBLIC CHARITYGENERAL PURPOSES$2,000
PROMISE CHRISTIAN ACADEMY
MARYVILLE CENTER DR 227CHESTERFIELDMO63017NONEPUBLIC CHARITYGENERAL PURPOSES$18,500
SALVATION ARMY
1130 HAMPTON 3147ST LOUISMO63139NONEPUBLIC CHARITYGENERAL PURPOSES$10,000
SHRINERS HOSPITAL FOR CHILDREN
4400 CLAYTON RDST LOUISMO63110NONEPUBLIC CHARITYGENERAL PURPOSES$10,000
ST GENEVIEVE DU BOIS CHURCH
1575 N WOODLAWNST LOUISMO63122NONEPUBLIC CHARITYGENERAL PURPOSES$16,000
ST JOESEPH'S ACADEMY
2307 S LINDBERGHST LOUISMO63131NONEPUBLIC CHARITYGENERAL PURPOSES$10,000
ST JUDE CHILDRENS RESEARCH
22 DANNY THOMAS PLMEMPHISTN38105NONEPUBLIC CHARITYGENERAL PURPOSES$10,000
ST LOUIS ARC
1177 N WARSON RDST LOUISMO63132NONEPUBLIC CHARITYGENERAL PURPOSES$2,000
ST LOUIS CHILDRENS HOSPITAL
BARNES JEWISH PLAZAST LOUISMO63110NONEPUBLIC CHARITYGENERAL PURPOSES$10,000
ST LOUIS VARIETY CLUB
11840 WESTLINE INDUST DRST LOUISMO63146NONEPUBLIC CHARITYGENERAL PURPOSES$9,000
SUNNY HILL
14 SOCCER PARKFENTONMO63026NONEPUBLIC CHARITYGENERAL PURPOSES$2,000
TEXAS CHRISTIAN UNIVERISTY
PO BOX 298240FT WORTHTX76129NONEPUBLIC CHARITYGENERAL PURPOSES$20,000
FOSTER AND ADOPTIVE CARE COALITION
1750 S BRENTWOOD 219ST LOUISMO63144NONEPUBLIC CHARITYGENERAL PURPOSES$1,000
VILLA DUCHENSNE SCHOOL
801 SPOEDE ROADST LOUISMO63131NONEPUBLIC CHARITYGENERAL PURPOSES$6,000
VISITATION ACADEMY
3026 N BALLASST LOUISMO63131NONEPUBLIC CHARITYGENERAL PURPOSES$5,000
THE BUDDY FUND
2827 CLAK AVEST LOUISMO63103NONEPUBLIC CHARITYGENERAL PURPOSES$1,000
THE ABILITY EXPERIENCE JOURNEY OF HOPE
3701 ARCO CORPORATE DRIVECHARLOTTENC28273NONEPUBLIC CHARITYGENERAL PURPOSES$6,500
COLTONS CAUSE
703 CASTLE TOWER DRBALLWINMO63021NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
SITEMAN CANCER CENTER
4921 PARKVIEW PLACEST LOUISMO63110NONEPUBLIC CHARITYGENERAL PURPOSES$1,000
VANCE MILLER MEMORIAL GOLF FOR SCHOLARSHIPS
5151 BELTWAY RD900DALLASTX75254NONEPUBLIC CHARITYGENERAL PURPOSES$5,000
IMMACULOTA CHURCH
15036 CLAYTON RDST LOUISMO63124NONEPUBLIC CHARITYGENERAL PURPOSES$20,000
ST JOHN VIANEY
1245 CLARK STJANESVILLEWI53545NONEPUBLIC CHARITYGENERAL PURPOSES$20,000
THE HERO NETWORK
5963 ROYAL COUNTRY DROAKVILLEMO63129NONEPUBLIC CHARITYGENERAL PURPOSES$5,000
COMMUNITY FOUNDATIO OF THE OZARKS
425 E TRAFFICWAYSPRINGFIELDMO65806NONEPUBLIC CHARITYGENERAL PURPOSES$1,000
LAFAYETTE INDUSTRIES
179 GAYWOOD DRMANCHESTERMO63021NONEPUBLIC CHARITYGENERAL PURPOSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$386,000TotalGrantOrContriPdDurYrAmt
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$133,018ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$419,045ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$552,063ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$552,063TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARY ANN SHANAHANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110 TRENT DRIVEAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63124ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$2,500Amt
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$1,780,574EOYBookValueAmt
EOYFMV$1,789,999EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES GROWTH$213,495$1,350,622
ISHARES VALUE$555,731$1,213,761
ISHARES MSCI EAFE$226,242$227,481
VG INDEX 500$724,933$1,746,763

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmt
UNRECONCILED BOOK TAX DIFFERENCES-$6,739
UNCOLLECTED INTEREST BOT$6,120

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX DIV>BOOK DIV-$6,739$0$0
ADJUST BASIS IN PALM TREE LP$37,865$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MGT FEES PALM TREE PARTNERS$17,807$17,807$0
INVESTMENT EXPENSES$136$136$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$40Amt
Net Investment Income$291NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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