BEO CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEO CHARITABLE TRUST (EIN 20-5580904)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202433099349101118
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T12:37:45-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821514691 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORICE LIST & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8700 MANCHESTER RD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205580904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEO CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEOC | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8700 MANCHESTER RD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW O'BRIEN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHESTER E LIST | PreparerPersonNm |
| PTIN | P00164971 | PTIN |
| Phone | 3146473005 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,323,047 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,418 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $64,015 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64,015 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $64,015 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $198,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $198,028 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $198,028 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,692,824 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,433 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $551,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $451,476 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $262,043 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,113 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $17,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,050 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $89,384 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89,384 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $89,384 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,362 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,362 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,362 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $109,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $90,746 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $727,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $727,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $837,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $90,746 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $727,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$285,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $343,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $171,297 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $260,816 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $272,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $272,420 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $2,940,000 | InventoriesBOYAmt |
| Inventories EOY | $2,940,000 | InventoriesEOYAmt |
| Inventories EOYFMV | $2,940,000 | InventoriesEOYFMVAmt |
| US Government Obligations EOY | $1,233,028 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,235,777 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,183,211 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,738,980 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,669,107 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $73,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $205,743 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,384,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,257,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,323,047 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,384,027 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,257,809 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,384,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,257,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,384,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,257,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,384,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$285,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $159,547 | OtherIncreasesAmt |
| Subtotal | $9,257,809 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,257,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 139 AMERICAN EXPRESS CO | P | 2015-10-23 | 2023-02-01 | $24,140 | $10,283 | $13,857 | $13,857 |
| 394 AMERICAN EXPRESS CO | P | 2023-09-03 | 2023-02-01 | $68,427 | $41,936 | $26,491 | $26,491 |
| 508 VISTEON CORP | P | 2017-06-29 | 2023-02-17 | $82,498 | $51,646 | $30,852 | $30,852 |
| 146 VISTEON CORP | P | 2018-09-14 | 2023-02-17 | $23,710 | $15,000 | $8,710 | $8,710 |
| 421 ALPHABET INC | P | 2012-02-02 | 2023-04-18 | $44,493 | $6,153 | $38,340 | $38,340 |
| 129 STRYKER CORP | P | 2011-05-17 | 2023-04-20 | $38,797 | $8,176 | $30,621 | $30,621 |
| 120 STRYKER CORP | P | 2012-09-27 | 2023-04-20 | $36,091 | $6,666 | $29,425 | $29,425 |
| 137 STRYKER CORP | P | 2013-07-16 | 2023-04-20 | $41,204 | $9,385 | $31,819 | $31,819 |
| 3,324 PLUG POWER INC | P | 2022-07-25 | 2023-04-06 | $31,331 | $58,036 | -$26,705 | -$26,705 |
| 5,133 SONOS INC | P | 2022-07-25 | 2023-04-11 | $103,712 | $110,312 | -$6,600 | -$6,600 |
| 1,250,000 US TSY BILL | P | 2022-12-21 | 2023-03-23 | $1,250,000 | $1,250,000 | ||
| 97 BROADCOM INC. | P | 2014-06-27 | 2023-05-30 | $83,859 | $6,846 | $77,013 | $77,013 |
| 125 BROADCOM INC. | D | 2015-01-09 | 2023-05-30 | $108,066 | $100,418 | $7,648 | $7,648 |
| 125 BROADCOM INC. | P | 2013-01-25 | 2023-05-31 | $99,362 | $4,238 | $95,124 | $95,124 |
| 1,350,000 US TSY BILL | P | 2023-03-23 | 2023-05-04 | $1,350,000 | $1,350,000 | ||
| 1,650,000 US TSY BILL | P | 2023-05-05 | 2023-06-15 | $1,650,000 | $1,650,000 | ||
| 1,700,000 US TSY BILL | P | 2023-06-16 | 2023-07-27 | $1,700,000 | $1,700,000 | ||
| 1,800,000 US TSY BILL | P | 2023-07-28 | 2023-09-21 | $1,800,000 | $1,800,000 | ||
| 100,000 US TSY BILL | P | 2023-10-05 | 2023-10-30 | $99,353 | $98,983 | $370 | $370 |
| 365,000 US TSY BILL | P | 2023-10-05 | 2023-10-31 | $362,701 | $361,287 | $1,414 | $1,414 |
| 3,852 CITIZENS FINANCIAL GROUP INC | P | 2022-07-25 | 2023-11-01 | $89,796 | $145,338 | -$55,542 | -$55,542 |
| 1,667 EASTMAN CHEMICAL COMPANY | P | 2022-07-25 | 2023-11-01 | $122,198 | $156,786 | -$34,588 | -$34,588 |
| 347 EASTMAN CHEMICAL COMPANY | P | 2023-05-31 | 2023-11-01 | $25,437 | $26,927 | -$1,490 | -$1,490 |
| 753 JAZZ PHARMACEUTICALS PLC | P | 2021-05-14 | 2023-12-26 | $90,403 | $134,306 | -$43,903 | -$43,903 |
| 534 JAZZ PHARMACEUTICALS PLC | P | 2021-08-04 | 2023-12-26 | $64,110 | $85,155 | -$21,045 | -$21,045 |
| 311 JAZZ PHARMACEUTICALS PLC | P | 2021-08-20 | 2023-12-26 | $37,338 | $41,699 | -$4,361 | -$4,361 |
| 507 JAZZ PHARMACEUTICALS PLC | P | 2021-09-23 | 2023-12-26 | $60,869 | $67,858 | -$6,989 | -$6,989 |
| 166 JAZZ PHARMACEUTICALS PLC | P | 2023-05-31 | 2023-12-26 | $19,929 | $20,957 | -$1,028 | -$1,028 |
| 1,185,000 US TSY BILL | P | 2023-10-05 | 2023-12-14 | $1,185,000 | $1,185,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,433 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,548 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,777 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,777 | SubtotalAmt |
| Tax Based On Investment Income | $4,777 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,479 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,479 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,702 | OverpaymentAmt |
| Applied To ES Tax | $12,702 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW OBRIEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3146473005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8700 MANCHESTER RD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| ANDREW O'BRIEN | ||||||
| 7101 WESTMORELAND DR | ST LOUIS | MO | 63130 | President | 0.00 | $0 |
| LORI R O'BRIEN | ||||||
| 7101 WESTMORELAND DR | ST LOUIS | MO | 63130 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,923,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $416,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,339,764 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $13,339,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,139,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $656,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $656,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,777 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,777 | TotalTaxAmt |
| Distributable Before Adj | $652,206 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $652,206 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $652,206 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $727,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $727,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $652,206 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $722,564 | UndistributedIncomePYAmt |
| Qualifying Distributions | $727,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $722,564 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,186 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $647,020 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW O'BRIEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST LOUIS SYMPHONY ORCH | ||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | GENERAL OPERATIONS | $255,000 |
| JOIN HANDS ESL INC | ||||||
| PO BOX 1429 | E ST LOUIS | IL | 62202 | NONE | GENERAL OPERATIONS | $2,500 |
| SOULARD SCHOOL | ||||||
| 1110 VICTOR STREET | ST LOUIS | MO | 63104 | NONE | GENERAL OPERATIONS | $10,000 |
| NERINX HALL | ||||||
| 530 E LOCKWOOD AVE | WEBSTER GROVES | MO | 63119 | NONE | GENERAL OPERATIONS | $50,000 |
| MISSOURI BOTANICAL GARDEN | ||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | GENERAL OPERATIONS | $15,000 |
| GATEWAY 180 | ||||||
| 1000 NORTH 19TH ST | ST LOUIS | MO | 63106 | NONE | GENERAL OPERATIONS | $3,000 |
| CHAMBER MUSIC SOCIETY | ||||||
| 3526 WASHINGTON AVE | ST LOUIS | MO | 63130 | NONE | GENERAL OPERATIONS | $3,000 |
| ST LOUIS ACTORS STUDIO | ||||||
| 360 N BOYLE AVE | ST LOUIS | MO | 63108 | NONE | GENERAL OPERATIONS | $3,000 |
| REPERTORY THEATRE OF ST LOUIS | ||||||
| 130 EDGAR ROAD | ST LOUIS | MO | 63119 | NONE | GENERAL OPERATIONS | $3,000 |
| MUSCULAR DYSTROPHY ASSOCIATION MDA | ||||||
| 13801 Riverport Dr 303 | Maryland Heights | MO | 63043 | NONE | GENERAL OPERATIONS | $10,250 |
| FOREST PARK FOREVER | ||||||
| 5595 Grand Dr | St Louis | MO | 63112 | NONE | GENERAL OPERATIONS | $1,500 |
| ANNIE MALONE CHILDREN &FAMILY FOUNDATION | ||||||
| 7101 Westmoreland Drive | University City | MO | 63130 | NONE | GENERAL OPERATIONS | $2,500 |
| CATHOLIC STUDENT CENTER WASHINGTON U | ||||||
| ONE BOOKINGS DRIVE CAMPUS BOX 1210 | ST LOUIS | MO | 63130 | NONE | GENERAL OPERATIONS | $9,000 |
| FOCAL POINT | ||||||
| 2720 SUTTON BLVD | ST LOUIS | MO | 63143 | NONE | GENRAL OPERATIONS | $5,000 |
| PEDAL THE CAUSE | ||||||
| 9288 DIELMAN INDUSTRIAL DR | OLIVETTE | MO | 63132 | NONE | GENERAL OPERATIONS | $1,000 |
| PLANNED PARENTHOOD ST LOUIS | ||||||
| 4251 FOREST PARK AVE | ST LOUIS | MO | 63108 | NONE | GENERAL OPERATIONS | $2,000 |
| UNIVERSITY OF MISSOURI ST LOUIS | ||||||
| 1 UNIVERSITY BLVD 211 | ST LOUIS | MO | 63121 | NONE | GENERAL OPERATIONS | $6,500 |
| CHAMINADE COLLEGE PREPARATORY SCHOO | ||||||
| 425 S LINDBERGH BLVD | ST LOUIS | MO | 63131 | NONE | GENERAL OPERATIONS | $70,000 |
| JAZZ ST LOUIS | ||||||
| 3536 WASHINGTON AVE | ST LOUIS | MO | 63103 | NONE | GENERAL OPERATIONS | $1,500 |
| LEGAL SERVICES OF EASTERN MISSOURI | ||||||
| 4232 FOREST PARK AVE | ST LOUIS | MO | 63108 | NONE | GENERAL OPERATIONS | $10,000 |
| ST LOUIS PUBLIC RADIO | ||||||
| 3651 OLIVE ST | ST LOUIS | MO | 63108 | NONE | GENERAL OPERATIONS | $1,500 |
| ST LOUIS AREA FOODBANK | ||||||
| 70 CORPORATE WOODS DR | BRIDGETON | MO | 63044 | NONE | GENERAL FUND | $4,000 |
| ST LOUIS ART MUSEUM FOUNDATION | ||||||
| ONE FINE ARTS DRIVE FOREST PARK | ST LOUIS | MO | 63110 | NONE | GENERAL OPERATIONS | $2,000 |
| CASA OF SOUTHERN ILLINOIS | ||||||
| ANN HATCH 3 PERSIMMON RIDGE | BELLEVILLE | IL | 62223 | NONE | GENERAL OPERATIONS | $10,000 |
| TABERNACLE COMMUNITY DEVELOPMENT | ||||||
| 3801 ASHLAND AVE | SAINT LOUIS | MO | 63107 | NONE | GENERAL | $20,000 |
| THE IRELAND FUNDS AMERICA | ||||||
| 345 PARK AVE FLOOR 17 | NEW YORK | NY | 10154 | NONE | GENERAL | $100,000 |
| MOUNT GRAVE CONVENT | ||||||
| 1438 E WARNE AVE | ST LOUIS | MO | 63107 | NONE | GENERAL OPERATIONS | $6,000 |
| NORTHSIDE COMMUNITY SCHOOL NSCS | ||||||
| 3033 N EUCLID AVE | ST LOUIS | MO | 63115 | NONE | GENERAL | $5,000 |
| VETERANS COMMUNITY PROJECT | ||||||
| 1521 N GRAND BLVD | ST LOUIS | MO | 63106 | NONE | GENERAL | $25,000 |
| ST LOUIS CITY LEAGUE | ||||||
| 1410 S TUCKER BLVD | ST LOUIS | MO | 63104 | NONE | GENERAL | $15,000 |
| CHAMBER PROJECT ST LOUIS | ||||||
| PO BOX 300008 | ST LOUIS | MO | 63130 | NONE | GENERAL | $5,000 |
| NO KID HUNGRY | ||||||
| 114 B E HIGH STREET | JEFFERSON CITY | MO | 65101 | NONE | GENERAL | $1,000 |
| ST LOUIS PUBLIC LIBRARY FOUNDATION | ||||||
| 1415 OLIVE ST | ST LOUIS | MO | 63103 | NONE | GENERAL | $1,000 |
| THE BLACK REP | ||||||
| 813 SKINKER BLVD | UNIVERSITY CITY | MO | 63130 | NONE | GENERAL | $3,000 |
| GREAT RIVERS GREENWAY FOUNDATION | ||||||
| 3745 FOUNDRY WAY SUITE 253 | SAINT LOUIS | MO | 63110 | NONE | GENERAL | $1,000 |
| HOME SWEET HOME | ||||||
| 10 SUNNEN DRIVE SUITE 100 | MAPLEWOOD | MO | 63143 | NONE | GENERAL | $2,500 |
| MEMORY CARE HOME SOLUTIONS | ||||||
| 4389 WEST PINE BLVD | SAINT LOUIS | MO | 63108 | NONE | GENERAL | $2,000 |
| ST LOUIS SURVIVORS LEGAL SUPPORT | ||||||
| 2545 S HANLEY RD | SAINT LOUIS | MO | 63144 | NONE | GENERAL | $10,000 |
| ST LOUIS COMMUNITY FOUNDATION | ||||||
| 3 OAK KNOLL PARK | SAINT LOUIS | MO | 63105 | NONE | GENERAL | $15,000 |
| ARCH CITY DEFENDERS | ||||||
| 440 N 4TH STREET SUITE 390 | SAINT LOUIS | MO | 63102 | NONE | GENERAL | $10,000 |
| INTERNATIONAL INSTITUTE | ||||||
| 3401 ARSENAL STREET | SAINT LOUIS | MO | 63118 | NONE | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $727,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,015 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198,028 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $189,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $451,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $451,476 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANDREW O'BRIEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 WESTMORELAND DR | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,418 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 125 SHARES BROADCOM INC. | NoncashPropertyDesc |
| Fair Market Value | $100,418 | FairMarketValueAmt |
| Received | 2023-05-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $17,050 | Amt |
| Net Investment Income | $17,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,738,980 | EOYBookValueAmt |
| EOYFMV | $12,669,107 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,233,028 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,235,777 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EXCHANGE TRADE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $73,381 | BookValueAmt |
| EOYFMV | $205,743 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GREENSFELDER | CategoryTxt |
| Legal Fees | $2,113 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Amt | $658 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY SERVICE FEE | CategoryTxt |
| Amt | $89,384 | Amt |
| Net Investment Income | $89,384 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $89,384 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAXES | CategoryTxt |
| Amt | $1,362 | Amt |
| Net Investment Income | $1,362 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,362 | AdjustedNetIncomeAmt |
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