BETA

RUBINBROWN CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
RUBINBROWN CHARITABLE FOUNDATION (EIN 33-1035603)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-02-10
IRS object ID
202040419349100104
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-10T14:09:50-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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
Signature2020-02-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUDY MURPHYPreparerPersonNm
PTINP00325547PTIN
Phone3142903300PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,571,921FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$143,884ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$39,311DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,311DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,070NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,711GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,070CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$16,954GrossSalesLessRetAndAllwncAmt
Gross Profit Rev And Expnss$16,954GrossProfitRevAndExpnssAmt
Total Rev And Expnss$220,219TotalRevAndExpnssAmt
Total Net Invst Incm$59,381TotalNetInvstIncmAmt
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$5,149TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$394OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$394OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,543TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$394TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,543TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,394TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$177,676ExcessRevenueOverExpensesAmt
Net Investment Income$59,381NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,375CashBOYAmt
Cash EOY$85,669CashEOYAmt
Cash EOYFMV$85,669CashEOYFMVAmt
Corporate Stock BOY$767,109CorporateStockBOYAmt
Corporate Stock EOY$909,395CorporateStockEOYAmt
Corporate Stock EOYFMV$909,395CorporateStockEOYFMVAmt
Corporate Bonds BOY$577,169CorporateBondsBOYAmt
Corporate Bonds EOY$576,857CorporateBondsEOYAmt
Corporate Bonds EOYFMV$576,857CorporateBondsEOYFMVAmt
Total Assets BOY$1,356,653TotalAssetsBOYAmt
Total Assets EOY$1,571,921TotalAssetsEOYAmt
Total Assets EOYFMV$1,571,921TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,356,653UnrestrictedBOYAmt
Unrestricted EOY$1,571,921UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,356,653TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,571,921TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,356,653TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,571,921TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,356,653TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$177,676ExcessRevenueOverExpensesAmt
Other Increases$37,592OtherIncreasesAmt
Subtotal$1,571,921SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,571,921TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$39,170$47,169-$7,999-$7,999
CAPITAL GAIN DIVIDENDS$27,613$27,613$27,613P
PUBLICLY TRADED SECURITIES$5,928$5,472$456$456
FieldValueIRS element (for citing)
Capital Gain Net Income$20,070CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,327AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,215,642NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.021657DistributionYr1Rt
Adjusted Qlfy Distri Yr2$64,282AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,037,358NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061967DistributionYr2Rt
Adjusted Qlfy Distri Yr3$43,611AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$880,252NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049544DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,900AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$809,370NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050533DistributionYr4Rt
Adjusted Qlfy Distri Yr5$34,453AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$690,575NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049890DistributionYr5Rt
Total Distribution0.233591TotalDistributionRt
Average Distribution0.046718AverageDistributionRt
Net Vl Noncharitable Assets$1,400,975NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$65,451AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$594NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$66,045AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,394QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,188InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,188SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,188TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,317EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,317TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Overpayment$128OverpaymentAmt
Applied To ES Tax$128AppliedToESTaxAmt
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 HERBER JR
ONE NORTH BRENTWOODST LOUISMO63105TRUSTEE1.00$0$0$0
JUDITH 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$1,405,385AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,539AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$386FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,422,310TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,422,310AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,335CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,400,975NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,049MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,049MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,188TaxBasedOnInvestmentIncomeAmt
Total Tax$1,188TotalTaxAmt
Distributable Before Adj$68,861DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$68,861DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$68,861DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,394ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$37,394QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$37,394AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,861DistributableAsAdjustedAmt
Undistributed Income PY$14,480UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$37,394QualifyingDistributionsAmt
Applied To Year1$14,480AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,914AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$45,947UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIOSTL
4340 DUNCAN AVENUESAINT LOUISMO63110N/APUBLIC CHARITYSUPPORT ENTREPRENEURISM IN THE ST LOUIS REGION$1,000
EDUCATIONAL FOUNDATION OF THE MISSOURI SOCIETY OF CPA'S
540 MARYVILLE CENTER DRSAINT LOUISMO63141N/APUBLIC CHARITYIMPROVE PUBLIC EDUCATION IN THE ST LOUIS AND KANSAS CITY REGIONS$5,000
JUNIOR ACHIEVEMENT ROCKY MOUNTAIN
1445 MARKET STDENVERCO80202N/APUBLIC CHARITYSUPPORT ENTREPRENEURISM IN THE DENVER REGION$2,000
KANSAS PIPELINE ENTREPRENEURIAL FELLOWSHIP PROGRAM
1901 OLATHE BLVDKANSAS CITYMO66103N/APUBLIC CHARITYSUPPORT ENTREPRENEURISM IN THE KANSAS CITY REGION$1,000
RUBINBROWN FACULTY SCHOLAR FUND AT UNIVERSITY OF MISSOURI
408 CORNELL HALLCOLUMBIAMO65211N/APUBLIC CHARITYIMPROVE PUBLIC EDUCATION IN THE ST LOUIS AND KANSAS CITY REGIONS$10,000
THE CHICAGO PUBLIC EDUCATION FUND
200 W ADAMS ST SUITE 2150CHICAGOIL60606N/APUBLIC CHARITYIMPROVE PUBLIC EDUCATION IN THE CHICAGO REGION$1,000
PROJECT 150
3600 N RANCHO DRLAS VEGASNV89130N/APUBLIC CHARITYIMPROVE PUBLIC EDUCATION IN THE LAS VEGAS REGION$1,500
ELMINGTON ELEVATES
118 16TH ST S SUITE 200NASHVILLETN37203N/APUBLIC CHARITYIMPROVE THE INFRASTRUCTURE OF THE NASHVILLE REGION$500
ST LOUIS ART FAIR
225 S MERAMEC AVE SUITE 105SAINT LOUISMO63105N/APUBLIC CHARITYIMPROVE THE INFRASTRUCTURE OF THE ST LOUIS REGION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,000TotalGrantOrContriPdDurYrAmt
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$39,311ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$20,070ExclusionAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$16,954ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$76,335ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,335TotalIncomeProducingActyAmt

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$45,021Yes (X)
RHONDA SPARLIN
22551 S ZINNIA WAYLAKEWOODCO80228$7,000Yes (X)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOVERNMENT MONEY MARKET FUND$17,441$17,441
BAIRD CORE PLUS BOND FUND$284,320$284,320
LORD ABBETT SHORT DURATION$275,096$275,096

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES RUSSELL 1000 VALUE$127,983$127,983
ISHARES RUSSELL 1000 GROWTH$135,155$135,155
HARTFORD SCHRDRS INTL FUND$84,687$84,687
COHEN & STEERS INSTL RLTY$148,941$148,941
HARBOR CAPITAL APPRECIATION$133,914$133,914
AMERICAN FUNDS EURO PACIFIC GROWTH$86,789$86,789
VANGUARD EQUITY INCOME$130,410$130,410
AMG TRUST IV RIVER ROAD SMALL CAP I$61,516$61,516

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS FEESDesc
Revenue And Expenses Per Books$394RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$394DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$37,592Amt

Sales Of Inventory List SalesOfInventoryList

Inventory Sale InventorySaleGrp

FieldValueIRS element (for citing)
CategorySPECIAL EVENTSCategoryTxt
Gross Sales$16,954GrossSalesAmt
Net$16,954NetAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$5,149Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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