BETA

BEO CHARITABLE TRUST: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BEO CHARITABLE TRUST (EIN 20-5580904)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-29
IRS object ID
202302419349100505
Schema version
2022v5.0
Note
A later return for the same period supersedes this one.
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)
Return2023-08-29T06:57:02-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN821514691PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORICE LIST & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18700 MANCHESTER RDAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63144ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205580904EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BEO CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEOCBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18700 MANCHESTER RDAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63144ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW O'BRIENPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-08-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREWPersonFirstNm
Person LastOBRIENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHESTER E LISTPreparerPersonNm
PTINP00164971PTIN
Phone3146473005PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,038,548FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,616ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$18,271InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,271InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$18,271InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$189,000DividendsRevAndExpnssAmt
Dividends Net Invst Incm$189,000DividendsNetInvstIncmAmt
Dividends Adj Net Incm$189,000DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$240,085NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,322,903GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$240,085CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$177OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$648,149TotalRevAndExpnssAmt
Total Net Invst Incm$447,356TotalNetInvstIncmAmt
Total Adj Net Incm$207,271TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$90,052OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$90,052OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,236OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,236OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$93,788TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$93,788TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$636,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$636,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$729,788TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$93,788TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$636,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,639ExcessRevenueOverExpensesAmt
Net Investment Income$353,568NetInvestmentIncomeAmt
Adjusted Net Income$207,271AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,629,438SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$260,816SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$260,815SavAndTempCashInvstEOYFMVAmt
Inventories BOY$2,940,000InventoriesBOYAmt
Inventories EOY$2,940,000InventoriesEOYAmt
Inventories EOYFMV$2,940,000InventoriesEOYFMVAmt
Corporate Stock BOY$4,923,560CorporateStockBOYAmt
Corporate Stock EOY$6,183,211CorporateStockEOYAmt
Corporate Stock EOYFMV$11,837,733CorporateStockEOYFMVAmt
Total Assets BOY$9,492,998TotalAssetsBOYAmt
Total Assets EOY$9,384,027TotalAssetsEOYAmt
Total Assets EOYFMV$15,038,548TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,492,998NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,384,027NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,492,998TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,384,027TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,492,998TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,384,027TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,492,998TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,639ExcessRevenueOverExpensesAmt
Subtotal$9,411,359SubtotalAmt
Other Decreases$27,332OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,384,027TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY #0513 ST COVP2023-06-012022-12-31$1,782,199$2,048,295-$266,096-$266,096
MORGAN STANLEY #0513 LT COVP2015-01-012022-12-31$1,452,876$1,016,604$436,272$436,272
322 AMGEN INCP2011-12-162022-11-02$87,828$17,919$69,909$69,909
FieldValueIRS element (for citing)
Capital Gain Net Income$240,085CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$266,096NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,915InvestmentIncomeExciseTaxAmt
Subtotal$4,915SubtotalAmt
Tax Based On Investment Income$4,915TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$22,440TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$46EsPenaltyAmt
Overpayment$17,479OverpaymentAmt
Applied To ES Tax$17,479AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANDREW OBRIENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3146473005PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18700 MANCHESTER RDAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63144ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ANDREW O'BRIEN
7101 WESTMORELAND DRST LOUISMO63130President0.00$0
LORI R O'BRIEN
7101 WESTMORELAND DRST LOUISMO63130Treasurer0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$4,915TaxBasedOnInvestmentIncomeAmt
Total Tax$4,915TotalTaxAmt
Distributable Before Adj$4,915DistributableBeforeAdjAmt
Distributable Before Ded$4,915DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$636,000ExpensesAndContributionsAmt
Qualifying Distributions$636,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$632,199UndistributedIncomePYAmt
Qualifying Distributions$636,000QualifyingDistributionsAmt
Applied To Year1$632,199AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$3,801RemainingDistriFromCorpusAmt
Total Corpus$3,801TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,801ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,801ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANDREW O'BRIENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST LOUIS SYMPHONY ORCH
718 N GRAND BLVDST LOUISMO63103NONEGENERAL OPERATIONS$180,000
JOIN HANDS ESL INC
PO BOX 1429E ST LOUISIL62202NONEGENERAL OPERATIONS$2,500
SOULARD SCHOOL
1110 VICTOR STREETST LOUISMO63104NONEGENERAL OPERATIONS$10,000
NERINX HALL
530 E LOCKWOOD AVEWEBSTER GROVESMO63119NONEGENERAL OPERATIONS$80,000
MISSOURI BOTANICAL GARDEN
4344 SHAW BLVDST LOUISMO63110NONEGENERAL OPERATIONS$10,000
GATEWAY 180
1000 NORTH 19TH STST LOUISMO63106NONEGENERAL OPERATIONS$2,500
CHAMBER MUSIC SOCIETY
3526 WASHINGTON AVEST LOUISMO63130NONEGENERAL OPERATIONS$2,500
ST LOUIS ACTOR'S STUDIO
360 N BOYLE AVEST LOUISMO63108NONEGENERAL OPERATIONS$2,500
MUSCULAR DYSTROPHY ASSOCIATION MDA
13801 Riverport Dr 303Maryland HeightsMO63043NONEGENERAL OPERATIONS$10,000
FOREST PARK FOREVER
5595 Grand DrSt LouisMO63112NONEGENERAL OPERATIONS$1,000
ANNIE MALONE CHILDREN FAMILY FOUNDA
7101 Westmoreland DriveUniversity CityMO63130NONEGENERAL OPERATIONS$2,500
CATHOLIC STUDENT CENTER WASHINGTON
ONE BOOKINGS DRIVE CAMPUS BOX 1210ST LOUISMO63130NONEGENERAL OPERATIONS$5,000
DOWN SYNDROME ASSOCIATION STL
8531 PAGE AVE SUITE 120ST LOUISMO63114NONEGENERAL OPERATIONS$4,000
UNIVERSITY OF MISSOURI ST LOUIS
1 UNIVERSITY BLVD 211ST LOUISMO63121NONEGENERAL OPERATIONS$45,500
CHAMINADE COLLEGE PREPARATORY SCHOO
425 S LINDBERGH BLVDST LOUISMO63131NONEGENERAL OPERATIONS$50,000
JAZZ ST LOUIS
3536 WASHINGTON AVEST LOUISMO63103NONEGENERAL OPERATIONS$1,000
LEGAL SERVICES OF EASTERN MISSOURI
4232 FOREST PARK AVEST LOUISMO63108NONEGENERAL OPERATIONS$10,000
ST LOUIS PUBLIC RADIO
3651 OLIVE STST LOUISMO63108NONEGENERAL OPERATIONS$1,000
ST LOUIS AREA FOODBANK
70 CORPORATE WOODS DRBRIDGETONMO63044NONEGENERAL FUND$3,000
ST LOUIS ART MUSEUM FOUNDATION
ONE FINE ARTS DRIVE FOREST PARKST LOUISMO63110NONEGENERAL OPERATIONS$1,500
CASA OF SOUTHERN ILLINOIS
ANN HATCH 3 PERSIMMON RIDGEBELLEVILLEIL62223NONEGENERAL OPERATIONS$10,000
FEEDING AMERICA
PO BOX 96749WASHINGTONDC20090NONEGENERAL$500
TABERNACLE COMMUNITY DEVELOPMENT
3801 ASHLAND AVESAINT LOUISMO63107NONEGENERAL$10,000
THE IRELAND FUNDS AMERICA
345 PARK AVE FLOOR 17NEW YORKNY10154NONEGENERAL$100,000
VETERANS COMMUNITY PROJECT
1521 N GRAND BLVDST LOUISMO63106NONEGENERAL$50,000
ST LOUIS CITY LEAGUE
1410 S TUCKER BLVDST LOUISMO63104NONEGENERAL$15,000
ST LOUIS TIONOL
297 WOLFRUM RDWELDON SPRINGMO63304NONEGENERAL$10,000
CHAMBER PROJECT ST LOUIS
PO BOX 300008ST LOUISMO63130NONEGENERAL$10,000
REPERTORY THEATRE ST LOUIS
130 EDGAR RDWEBSTER GROVESMO63119NONEGENERAL$2,500
NO KID HUNGRY
114 B E HIGH STREETJEFFERSON CITYMO65101NONEGENERAL$500
ST LOUIS PUBLIC LIBRARY FOUNDATION
1415 OLIVE STST LOUISMO63103NONEGENERAL$500
THE BLACK REP
813 SKINKER BLVDUNIVERSITY CITYMO63130NONEGENERAL$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$636,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,271ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$189,000ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$177ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$240,085RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$207,448ExclusionAmt
Related Or Exempt Function Incm$240,085RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$447,533TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonLORI O'BRIENContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17101 WESTMORELAND DRAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63130ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,616TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySTOCK TRANSFERNoncashPropertyDesc
Fair Market Value$200,616FairMarketValueAmt
Received2022-01-05ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMORICE, LIST & ASSOCIATESCategoryTxt
Amt$2,500Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXES PAIDDesc
Amt$27,332Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFOREIGN TAXESDesc
Revenue And Expenses Per Books$1,236RevenueAndExpensesPerBooksAmt
Net Investment Income$1,236NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$177RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEY SERVICE FEECategoryTxt
Amt$90,052Amt
Net Investment Income$90,052NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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