BETA

RUBINBROWN CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RUBINBROWN CHARITABLE FOUNDATION (EIN 33-1035603)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-02-24
IRS object ID
202110559349100006
Schema version
2019v5.2
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)
Return2021-02-24T12:27:38-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN430765316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUBINBROWN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE NORTH BRENTWOODAddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331035603EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUBINBROWN CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRUBIBusinessNameControlTxt
Phone3142903300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE NORTH BRENTWOODAddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH E MURPHYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3142903300PhoneNum
Signature2021-02-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUDITH E MURPHYPreparerPersonNm
PTINP00325547PTIN
Phone3142903300PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,596,221FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$93,421ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$44,549DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,549DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,193NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$109,099GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,193CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$13,915GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$3,832CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$10,083GrossProfitRevAndExpnssAmt
Total Rev And Expnss$177,246TotalRevAndExpnssAmt
Total Net Invst Incm$73,742TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,072TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$207OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$207OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,279TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$207TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$139,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$139,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$140,779TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$139,707TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,467ExcessRevenueOverExpensesAmt
Net Investment Income$73,742NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$85,669CashBOYAmt
Cash EOY$45,434CashEOYAmt
Cash EOYFMV$45,434CashEOYFMVAmt
Corporate Stock BOY$909,395CorporateStockBOYAmt
Corporate Stock EOY$947,617CorporateStockEOYAmt
Corporate Stock EOYFMV$947,617CorporateStockEOYFMVAmt
Corporate Bonds BOY$576,857CorporateBondsBOYAmt
Corporate Bonds EOY$603,170CorporateBondsEOYAmt
Corporate Bonds EOYFMV$603,170CorporateBondsEOYFMVAmt
Total Assets BOY$1,571,921TotalAssetsBOYAmt
Total Assets EOY$1,596,221TotalAssetsEOYAmt
Total Assets EOYFMV$1,596,221TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,571,921NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,596,221NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,571,921TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,596,221TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,571,921TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,596,221TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,571,921TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,467ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,608,388SubtotalAmt
Other Decreases$12,167OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,596,221TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$82,955$79,906$3,049$3,049
LT CAP GAIN DISTRIBUTIONS$26,144$26,144$26,144
FieldValueIRS element (for citing)
Capital Gain Net Income$29,193CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,394AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,400,975NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.026691DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,327AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,215,642NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.021657DistributionYr2Rt
Adjusted Qlfy Distri Yr3$64,282AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,037,358NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061967DistributionYr3Rt
Adjusted Qlfy Distri Yr4$43,611AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$880,252NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049544DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,900AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$809,370NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050533DistributionYr5Rt
Total Distribution0.210392TotalDistributionRt
Average Distribution0.042078AverageDistributionRt
Net Vl Noncharitable Assets$1,595,213NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$67,123AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$737NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$67,860AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$139,707QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$737InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$737SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Overpayment$460OverpaymentAmt
Applied To ES Tax$460AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksRUBINBROWN LLPIndividualWithBooksNm
Phone3142903300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE NORTH BRENTWOODAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN F HERBER JR
ONE NORTH BRENTWOODST LOUISMO63105TRUSTEE1.00$0$0$0
JUDITH E MURPHY
ONE NORTH BRENTWOODST LOUISMO63105TRUSTEE1.00$0$0$0
STEVEN W HAYS
ONE NORTH BRENTWOODST LOUISMO63105TRUSTEE1.00$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$1,600,894AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,226AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$386FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,619,506TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,619,506AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,293CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,595,213NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,761MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,761MinimumInvestmentReturnAmt
Tax Based On Investment Income$737TaxBasedOnInvestmentIncomeAmt
Total Tax$737TotalTaxAmt
Distributable Before Adj$79,024DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$79,024DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$79,024DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$139,707ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$139,707QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$737PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$138,970AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$79,024DistributableAsAdjustedAmt
Undistributed Income PY$45,947UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$139,707QualifyingDistributionsAmt
Applied To Year1$45,947AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$79,024AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,736RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$14,736TotalCorpusAmt
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$14,736ExcessDistriCyovToNextYrAmt
Excess From Current Year$14,736ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FOREST PARK FOREVER
5595 GRAND DRIVE IN FOREST PARKSAINT LOUISMO63112N/APCSUPPORTING COMMUNITY OUTREACH EFFORTS$2,500
GIRLS INC OF ST LOUIS
3801 NELSON DRSAINT LOUISMO63121N/APCSUPPORTING COMMUNITY OUTREACH EFFORTS$2,500
HUMANE SOCIETY OF MISSOURI
1201 MACKLIND AVESAINT LOUISMO63110N/APCSUPPORTING COMMUNITY OUTREACH EFFORTS$2,500
OPERATION FOOD SEARCH
1644 LOTSIE BLVDSAINT LOUISMO63132N/APCSUPPORTING COMMUNITY OUTREACH EFFORTS$2,500
QUEEN OF PEACE CENTER
325 NORTH NEWSTEAD AVESAINT LOUISMO63108N/APCSUPPORTING COMMUNITY OUTREACH EFFORTS$2,500
REBUILDING TOGETHER ST LOUIS
357 MARSHALL AVESAINT LOUISMO63119N/APCSUPPORTING COMMUNITY OUTREACH EFFORTS$2,500
SOUTHSIDE EARLY CHILDHOOD CENTER
2101 S JEFFERSON AVESAINT LOUISMO63104N/APCSUPPORTING COMMUNITY OUTREACH EFFORTS$2,500
UNIVERSITY CITY CHILDREN'S CENTER
6646 VERNON AVESAINT LOUISMO63130N/APCSUPPORTING COMMUNITY OUTREACH EFFORTS$2,500
REGIONAL BUSINESS COUNCIL
7701 FORSYTH BLVDSAINT LOUISMO63105N/APCPROVIDING COMMUNITY RESOURCES$50,000
UNITED WAY OF GREATER ST LOUIS
910 N 11TH STSAINT LOUISMO63101N/APCPROVIDING COMMUNITY RESOURCES$50,000
HOME BUILDERS CHARITABLE FOUNDATION
10104 OLD OLIVE STREET RDSAINT LOUISMO63141N/APCSUPPORTING COMMUNITY OUTREACH EFFORTS$2,500
MILE HIGH UNITED WAY
711 PARK AVE WDENVERCO80205N/APCPROVIDING COMMUNITY RESOURCES$5,000
NABA CENTRAL REGION
PO BOX 14531MERRILLVILLEIN46411N/APCENCOURAGE MINORITIES TO ENTER THE PUBLIC ACCOUNTING PROFESSION$5,000
THREE SQUARE
4190 N PECOS RDLAS VEGASNV89115N/APCPROVIDING COMMUNITY RESOURCES$5,000
UNITED WAY OF METROPOLITAN CHICAGO
333 S WABASH AVE 30TH FLOORCHICAGOIL60604N/APCPROVIDING COMMUNITY RESOURCES$1,000
UNITED WAY OF GREATER NASHVILLE
250 VENTURE CIRNASHVILLETN37228N/APCPROVIDING COMMUNITY RESOURCES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$139,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,549ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,193ExclusionAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$10,083ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$83,825ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$83,825TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
RUBINBROWN LLP
1ONE N BRENTWOOD BLVDST LOUISMO63105$22,177Yes (X)
RHONDA SPARLIN
212491 VERBENA STREETBRIGHTONCO80602$5,000Yes (X)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOVERNMENT MONEY MARKET FUND$14,437$14,437
BAIRD CORE PLUS BOND FUND$294,847$294,847
LORD ABBETT SHORT DURATION$293,886$293,886

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES RUSSELL 1000 VALUE$123,882$123,882
ISHARES RUSSELL 1000 GROWTH$164,885$164,885
HARTFORD SCHRDRS INTL FUND$90,860$90,860
COHEN & STEERS INSTL RLTY$145,125$145,125
HARBOR CAPITAL APPRECIATION$144,849$144,849
AMERICAN FUNDS EURO PACIFIC GROWTH$93,854$93,854
VANGUARD EQUITY INCOME$129,689$129,689
AMG TRUST IV RIVER ROAD SMALL CAP I$54,473$54,473

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON SECURITIESDesc
Amt$12,167Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS FEESDesc
Revenue And Expenses Per Books$207RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$207DisbursementsCharitablePrpsAmt

Sales Of Inventory List SalesOfInventoryList

Inventory Sale InventorySaleGrp

FieldValueIRS element (for citing)
CategorySPECIAL EVENTSCategoryTxt
Cost Of Goods Sold$13,915CostOfGoodsSoldAmt
Net-$13,915NetAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$1,072Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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