THE SHAUGHNESSY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE SHAUGHNESSY FAMILY FOUNDATION (EIN 43-6648962)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321319349100227
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T08:14:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430831507 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERS MINKLER HUBER & HELM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 MARKET STREET SUITE 500 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631012501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436648962 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAUGHNESSY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOSEPH F SHAUGHNESSY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAU | BusinessNameControlTxt |
| Phone | 3147817820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6767 SOUTHWEST AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH F SHAUGHNESSY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147817820 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | SHAUGHNESSY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L BERGER | PreparerPersonNm |
| PTIN | P00547531 | PTIN |
| Phone | 3146555500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,860,706 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $127 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $127 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$615,561 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,322,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$427,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,202 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,278 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $417,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $417,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $427,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $417,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$854,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,202 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $89,967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,279 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,279 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,472,618 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,682,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,835,427 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,562,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,707,748 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,860,706 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,562,585 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,707,748 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,562,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,707,748 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,562,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,707,748 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,562,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$854,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,707,748 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,707,748 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO | P | 2022-01-01 | 2022-12-31 | $184,148 | $259,079 | -$74,931 | -$74,931 |
| WELLS FARGO | P | 2022-01-01 | 2022-12-31 | $635,006 | $1,345,152 | -$710,146 | -$710,146 |
| WELLS FARGO | P | 2022-01-01 | 2022-12-31 | $416,374 | $333,542 | $82,832 | $82,832 |
| CAPITAL GAINS DIVIDENDS | P | $86,684 | $86,684 | $86,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$615,561 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $531 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $531 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,869 | OverpaymentAmt |
| Applied To ES Tax | $4,869 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH F SHAUGHNESSY | IndividualWithBooksNm |
| Phone | 3147817820 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6767 SOUTHWEST AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH F SHAUGHNESSY | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ROSEMARY E SHAUGHNESSY | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELLEN S MARTIN | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.25 | $0 | $0 | $0 |
| ANNE S CARLSON | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.25 | $0 | $0 | $0 |
| PAUL J SHAUGHNESSY | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.50 | $0 | $0 | $0 |
| AURZELLA S HARLAN | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.25 | $0 | $0 | $0 |
| JAMES A SHAUGHNESSY | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.25 | $0 | $0 | $0 |
| DANIEL G SHAUGHNESSY | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.25 | $0 | $0 | $0 |
| MARY S MEYER | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,126,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,208,907 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,208,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,160,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $531 | TotalTaxAmt |
| Distributable Before Adj | $157,508 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $157,508 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $157,508 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $417,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $417,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,508 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $397,900 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $561,610 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $202,700 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $307,228 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $301,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,771,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $417,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $157,508 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $259,492 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,030,819 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $397,900 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,632,919 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $561,610 | ExcessFromYear4Amt |
| Excess From Year3 | $202,700 | ExcessFromYear3Amt |
| Excess From Year2 | $307,228 | ExcessFromYear2Amt |
| Excess From Year1 | $301,889 | ExcessFromYear1Amt |
| Excess From Current Year | $259,492 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISSOURI HISTORY MUSEUM | |||||||
| PO BOX 775460 | ST LOUIS | MO | 63177 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $50,000 |
| KENRICK-GLENNON SEM CONVIVIUM | |||||||
| 5200 GLENNON DRIVE | ST LOUIS | MO | 631194330 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| ROMAN CATHOLIC FOUNDATION | |||||||
| 425 N NEW BALLAS ROAD SUITE 200 | ST LOUIS | MO | 63141 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $125,000 |
| ACADEMY OF ST LOUIS | |||||||
| 3851 WASHINGTON BLVD | ST LOUIS | MO | 63108 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| ARCHBISHOP OF THE MILITARY SERVICES | |||||||
| 1025 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| AVE MARIA UNIVERSITY | |||||||
| 5050 AVE MARIA BOULEVARD | AVE MARIA | FL | 341429505 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| COR JESU ACADEMY | |||||||
| 10230 GRAVOIS ROAD | ST LOUIS | MO | 63123 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $30,000 |
| CARMELITE SISTERSDISCALCED NUNS | |||||||
| 9150 CLAYTON ROAD | ST LOUIS | MO | 63124 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| CARDINAL RITTER COLLEGE PREP | |||||||
| 701 N SPRING AVENUE | ST LOUIS | MO | 63108 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $20,000 |
| FRANCISCAN FOUNDATION FOR THE HOLY LAND | |||||||
| PO BOX 29086 | WASHINGTON | DC | 20017 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| THE FRANCISCAN CONNECTION | |||||||
| 29036 CHEROKEE STREET | ST LOUIS | MO | 63118 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| LOYOLA ACADEMY | |||||||
| 3851 WASHINGTON BLVD | ST LOUIS | MO | 63108 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| MARIAN MIDDLE SCHOOL | |||||||
| 4130 WYOMING STREET | ST LOUIS | MO | 63116 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,000 |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD 42 | HOUSTON | TX | 77030 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| MOUNT GRACE CONVENT | |||||||
| 1438 E WARNE AVE | ST LOUIS | MO | 63107 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,000 |
| MEDS AND FOOD FOR KIDS | |||||||
| 8050 WATSON ROAD STE 355 | ST LOUIS | MO | 63119 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| INDIANA UNIVERSITY | |||||||
| 1413 E 17TH STREET | BLOOMINGTON | IN | 47408 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| OUR LADY OF PERPETUAL HELP FOOD PANTRY | |||||||
| 4335 WARNE AVE | ST LOUIS | MO | 63107 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| RURAL PARISH WORKERS | |||||||
| 15540 CANNON MINES ROAD | CADET | MO | 63630 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| SISTER CHRISTINE'S FOOD PANTRY | |||||||
| 6020 OLD ANTONIA ROAD | IMPERIAL | MO | 63052 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| SISTERS OF ST JOSEPH OF CARONDELET | |||||||
| 2307 S LINDBERGH BLVD | ST LOUIS | MO | 63131 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| ST LOUIS UNIVERSITY - NEW JESUIT RESIDENCE | |||||||
| 3838 W PINE BLVD | ST LOUIS | MO | 63108 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $50,000 |
| INDEPENDENCE CENTER OF ST LOUIS | |||||||
| 4245 FOREST PARK | ST LOUIS | MO | 63108 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| CORNERSTONE BIBLE STUDY | |||||||
| 53 HAWTHORNE ESTATES | ST LOUIS | MO | 63131 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| ONE CLASSROOM ADMINISTRATION | |||||||
| PO BOX 221447 | ST LOUIS | MO | 63122 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| RHEUMATOLOGY RESEARCH FOUNDATION OF ATLANTA | |||||||
| 2200 LAKE BOULEVARD NE | ATLANTA | GA | 30319 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| ST MATTHEW THE APOSTLE CATHOLIC CHURCH | |||||||
| 2715 N SARAH STREET | ST LOUIS | MO | 63113 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| ST JOSEPH IMPERIAL | |||||||
| 6020 OLD ANTONIA RD | IMPERIAL | MO | 63052 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 1310 PAPIN STREET | ST LOUIS | MO | 63103 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $20,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 212013443 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| MISSOURI BOTANICAL GARDEN | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| CARDINAL RITTER SENIOR SERVICES MOTHER PERPETUAL HELP EXPANSION | |||||||
| 7601 WATSON ROAD | ST LOUIS | MO | 63119 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| WORLD VILLAGES FOR CHILDREN | |||||||
| PO BOX 97000 | WASHINGTON | DC | 200907000 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $417,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,075 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$615,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$577,359 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$577,359 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PAUL J SHAUGHNESSY | ||||||
| 1 | 6767 SOUTHWEST AVENUE | ST LOUIS | MO | 63143 | $75,000 | Yes (X) |
| JAMES A SHAUGHNESSY | ||||||
| 2 | 6767 SOUTHWEST AVENUE | ST LOUIS | MO | 63143 | $75,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NOTE WELL: | IdentifierTxt |
| Form And Line Reference | 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THE SHAUGHNESSY FAMILY FOUNDATION DOES NOT ENTERTAIN UNSOLICITED REQUESTS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS SECURITIES | StockNm |
| EOY Book Value | $2,682,469 | EOYBookValueAmt |
| EOYFMV | $2,835,427 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| PAUL J SHAUGHNESSY | |||
| 6767 SOUTHWEST AVENUE | ST LOUIS | MO | 63143 |
| JAMES A SHAUGHNESSY | |||
| 6767 SOUTHWEST AVENUE | ST LOUIS | MO | 63143 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES PAID | CategoryTxt |
| Amt | $8,278 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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