BEO CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BEO CHARITABLE TRUST (EIN 20-5580904)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202143189349100264
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T10:40:08-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | OBRIEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN J MORICE | PreparerPersonNm |
| PTIN | P00164972 | PTIN |
| Phone | 3146473005 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $127 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $127 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $127 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $188,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,954 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $188,954 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $930,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,956,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $937,156 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,119,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,126,237 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $189,081 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $86,320 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,320 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,456 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $87,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $402,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $402,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $490,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $402,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $629,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,038,461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $189,081 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $377,146 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $369,893 | SavAndTempCashInvstEOYAmt |
| Inventories BOY | $750,000 | InventoriesBOYAmt |
| Inventories EOY | $775,000 | InventoriesEOYAmt |
| Corporate Stock BOY | $6,686,336 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,297,910 | CorporateStockEOYAmt |
| Total Assets BOY | $7,813,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,442,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,813,482 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,813,482 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,442,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,813,482 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,442,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,813,482 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $629,321 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,442,803 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,442,803 | 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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | P | 2020-06-30 | 2020-12-31 | $146,685 | $212,672 | -$65,987 | -$65,987 |
| MORGAN STANLEY | P | 2018-01-01 | 2020-12-31 | $2,151,075 | $1,544,835 | $606,240 | $606,240 |
| MORGAN STANLEY | P | 2010-01-01 | 2020-12-31 | $658,382 | $267,919 | $390,463 | $390,463 |
| Wash Sale | $6,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $937,156 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$59,547 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,435 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,435 | SubtotalAmt |
| Tax Based On Investment Income | $14,435 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $58 | EsPenaltyAmt |
| Tax Due | $2,493 | TaxDueAmt |
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 | $13,000,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $664,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,665,864 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $13,665,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,460,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $673,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $673,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,435 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,435 | TotalTaxAmt |
| Distributable Before Adj | $658,609 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $658,609 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $658,609 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $402,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $402,700 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $402,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $658,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $278,946 | UndistributedIncomePYAmt |
| Qualifying Distributions | $402,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $278,946 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $123,754 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $534,855 | 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 (23 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 | $105,500 |
| DE LA SALLE ST MATHEWS | ||||||
| 4145 KENNERLY AVE | ST LOUIS | MO | 63113 | NONE | GENERAL OPERATIONS | $50,000 |
| JOIN HANDS ESL INC | ||||||
| PO BOX 1429 | E ST LOUIS | IL | 62202 | NONE | GENERAL OPERATIONS | $6,000 |
| SOULARD SCHOOL | ||||||
| 1110 VICTOR STREET | ST LOUIS | MO | 63104 | NONE | GENERAL OPERATIONS | $10,000 |
| MISSOURI BOTANICAL GARDEN | ||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | GENERAL OPERATIONS | $105,000 |
| GATEWAY 180 | ||||||
| 1000 NORTH 19TH ST | ST LOUIS | MO | 63106 | NONE | GENERAL OPERATIONS | $2,500 |
| CITY GARDEN MONTESSORI SCHOOL | ||||||
| 1618 TOWER GROVE AVE | ST LOUIS | MO | 63110 | NONE | GENERAL OPERATIONS | $1,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| 13801 Riverport Dr 303 | Maryland Heights | MO | 63043 | NONE | GENERAL OPERATIONS | $10,000 |
| FOREST PARK FOREVER | ||||||
| 5595 Grand Dr | St Louis | MO | 63112 | NONE | GENERAL OPERATIONS | $2,000 |
| ANNIE MALONE CHILDREN FAMILY FOUNDA | ||||||
| 7101 Westmoreland Drive | University City | MO | 63130 | NONE | GENERAL OPERATIONS | $2,000 |
| CATHOLIC STUDENT CENTER WASHINGTON | ||||||
| ONE BOOKINGS DRIVE CAMPUS BOX 1210 | ST LOUIS | MO | 63130 | NONE | GENERAL OPERATIONS | $5,000 |
| PLANNED PARENTHOOD ST LOUIS | ||||||
| 4251 FOREST PARK AVE | ST LOUIS | MO | 63108 | NONE | GENERAL OPERATIONS | $1,000 |
| UNIVERSITY OF MISSOURI ST LOUIS | ||||||
| 1 UNIVERSITY BLVD 211 | ST LOUIS | MO | 63121 | NONE | GENERAL OPERATIONS | $2,000 |
| CHAMINADE COLLEGE PREPARATORY SCHOO | ||||||
| 425 S LINDBERGH BLVD | ST LOUIS | MO | 63131 | NONE | GENERAL OPERATIONS | $50,000 |
| DIVERSITY AWARENESS PARTNERSHIP | ||||||
| 40 N ROCK HILL RD | WEBSTER GROVES | MO | 63119 | GENERAL OPERATIONS | $3,000 | |
| 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 | $2,500 |
| ST LOUIS IRISH ARTS | ||||||
| 7480 WHITEHAVEN DR | ST LOUIS | MO | 63123 | NONE | GENERAL OPERATIONS | $1,200 |
| TARISIO TRUST | ||||||
| 244-250 WEST 54TH ST 11TH FLOOR | NEW YORK | NY | 10019 | NONE | FUND GRANTS FOR MUSICIANS IN NEED | $6,000 |
| DUKE UNIVERSITY | ||||||
| 2080 DUKE UNIVERSITY RD | DURHAM | NC | 27708 | NONE | IRONDUKES ATHLETIC SUPPORT | $15,000 |
| ST LOUIS ART MUSEUM FOUNDATION | ||||||
| ONE FINE ARTS DRIVE FOREST PARK | ST LOUIS | MO | 63110 | NONE | GENERAL OPERATIONS | $1,500 |
| CASA OF SOUTHERN ILLINOIS | ||||||
| ANN HATCH 3 PERSIMMON RIDGE | BELLEVILLE | IL | 62223 | NONE | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $402,700 | TotalGrantOrContriPdDurYrAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,954 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $930,716 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $189,081 | ExclusionAmt |
| Related Or Exempt Function Incm | $930,716 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,119,797 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ANDREW O'BRIEN | ||||||
| 1 | 7101 WESTMORELAND DR | ST LOUIS | MO | 63130 | $150,360 | Yes (X) |
| ANDREW O'BRIEN | ||||||
| 2 | 7101 WESTMORELAND DR | ST LOUIS | MO | 63130 | $150,004 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 87 SH ALPHABET INC CL C STOCK | $150,360 | 2020-09-02 |
| 2 | 400 SH BROADCOM INC STOCK | $150,004 | 2020-09-03 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAXES | Desc |
| Revenue And Expenses Per Books | $1,456 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,456 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $86,320 | Amt |
| Net Investment Income | $86,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments