BEO CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BEO CHARITABLE TRUST (EIN 20-5580904)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349104600
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:50:21-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN J MORICE | PreparerPersonNm |
| PTIN | P00164972 | PTIN |
| Phone | 3146473005 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,442,013 | 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 | $1,121,630 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $435 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $435 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $435 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $202,873 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,873 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $202,873 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $845,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,510,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $845,459 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,121 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,170,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,048,767 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $208,429 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $76,177 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,177 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,254 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,254 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $798 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $798 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $88,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $498,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $410,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,672,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $960,538 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $208,429 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $664,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $252,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $252,848 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,539,534 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,972,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,189,165 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,204,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,225,445 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,442,013 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,204,508 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,225,445 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,204,508 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,225,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,204,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,225,445 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,204,508 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,672,168 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,876,676 | SubtotalAmt |
| Other Decreases | $651,231 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,225,445 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | P | 2017-06-30 | 2017-12-31 | $41,859 | $36,738 | $5,121 | $5,121 |
| MORGAN STANLEY | P | 2015-01-01 | 2017-12-31 | $1,095,473 | $475,877 | $619,596 | $619,596 |
| BRIGHT HOUSE FINANCIAL | P | 2005-12-31 | 2017-08-15 | $16,179 | $12,661 | $3,518 | $3,518 |
| EBAY, INC | P | 2011-12-16 | 2017-04-11 | $11,748 | $4,126 | $7,622 | $7,622 |
| FEDEX CORP. | P | 2012-04-11 | 2017-07-17 | $115,912 | $47,863 | $68,049 | $68,049 |
| ILL TOOL WORKS | P | 2010-12-14 | 2017-03-06 | $229,731 | $88,178 | $141,553 | $141,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $845,459 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,121 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,211 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,211 | SubtotalAmt |
| Tax Based On Investment Income | $19,211 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $591 | EsPenaltyAmt |
| Tax Due | $19,802 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | $9,437,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $300,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,737,971 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,737,971 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,591,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $479,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $479,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,211 | TotalTaxAmt |
| Distributable Before Adj | $460,384 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $460,384 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $460,384 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $410,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $410,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $410,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $460,384 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $10,274 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $3,737 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $14,011 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $410,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $410,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $14,011 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,011 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $36,373 | 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 (27 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 | $75,000 |
| DE LA SALLE ST MATHEWS | ||||||
| 4145 KENNERLY AVE | ST LOUIS | MO | 63113 | NONE | GENERAL OPERATIONS | $75,000 |
| JOIN HANDS ESL INC | ||||||
| PO BOX 1429 | E ST LOUIS | IL | 62202 | NONE | GENERAL OPERATIONS | $3,000 |
| SOULARD SCHOOL | ||||||
| 1110 VICTOR STREET | ST LOUIS | MO | 63104 | NONE | GENERAL OPERATIONS | $15,000 |
| COURT APPOINTED SPECIAL ADVOCATES | ||||||
| 1801 N BELT WEST STE 2 | BELLEVILLE | IL | 62226 | NONE | GENERAL OPERATIONS | $10,000 |
| CSP TIDERIDERS SWIMMING | ||||||
| 2627 HOPE AVE | ST LOUIS | MO | 63143 | NONE | GENERAL OPERATIONS | $6,000 |
| NERINX HALL | ||||||
| 530 E LOCKWOOD AVE | WEBSTER GROVES | MO | 63119 | NONE | GENERAL OPERATIONS | $11,000 |
| MISSOURI BOTANICAL GARDEN | ||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | GENERAL OPERATIONS | $6,500 |
| CHAMBER PROJECT ST LOUIS | ||||||
| 4159 WYOMING ST | ST LOUIS | MO | 63116 | NONE | GENERAL OPERATIONS | $5,000 |
| GATEWAY 180 | ||||||
| 1000 NORTH 19TH ST | ST LOUIS | MO | 63106 | NONE | GENERAL OPERATIONS | $5,000 |
| CHAMINADE COLLEGE PREPARATORY SCHOO | ||||||
| 425 S LINDBERGH BLVD | ST LOUIS | MO | 63131 | NONE | GENERAL OPERATIONS | $20,000 |
| CHAMBER MUSIC SOCIETY | ||||||
| 3526 WASHINGTON AVE | ST LOUIS | MO | 63130 | NONE | GENERAL OPERATIONS | $5,000 |
| CITY ACADEMY | ||||||
| 4175 N KINGSHIGHWAY BLVD | ST LOUIS | MO | 63115 | NONE | GENERAL OPERATIONS | $3,000 |
| UNIVERSITY CITY SYMPHONY ORCHESTRA | ||||||
| 560 TRINITY AVENUE | UNIVERSITY CITY | MO | 63130 | NONE | GENERAL OPERATIONS | $2,000 |
| PETER PAUL COMMUNITY SERVICES | ||||||
| 2612 WYOMING ST | ST LOUIS | MO | 63118 | NONE | GENERAL OPERATIONS | $5,000 |
| ST LOUIS ACTOR'S STUDIO | ||||||
| 360 N BOYLE AVE | ST LOUIS | MO | 63108 | NONE | GENERAL OPERATIONS | $5,000 |
| REPERTORY THEATRE OF ST LOUIS | ||||||
| 130 EDGAR ROAD | ST LOUIS | MO | 63119 | NONE | GENERAL OPERATIONS | $5,000 |
| IRISH REPERTORY THEATRE | ||||||
| 132 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | GENERAL OPERATIONS | $10,000 |
| CITY GARDEN MONTESSORI SCHOOL | ||||||
| 1618 TOWER GROVE AVE | ST LOUIS | MO | 63110 | NONE | GENERAL OPERATIONS | $40,000 |
| 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 | $500 |
| ST JUDE CHILDREN'S HOSPITAL | ||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | NONE | GENERAL OPERATIONS | $500 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 8251 Maryland Ave Suite 16 | Clayton | MO | 63105 | NONE | GENERAL OPERATIONS | $1,000 |
| USA SWIMMING FOUNDATION | ||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | NONE | GENERAL OPERATIONS | $5,000 |
| ANNIE MALONE CHILDREN FAMILY FOUNDA | ||||||
| 7101 Westmoreland Drive | University City | MO | 63130 | NONE | GENERAL OPERATIONS | $1,500 |
| MOST HOLY TRINITY CATHOLIC SCHOLL | ||||||
| 1435 Mallinckrodt Street | St Louis | MO | 63107 | NONE | GENERAL OPERATIONS | $5,000 |
| ROSATI-KAIN HIGH SCHOOL | ||||||
| 4389 Lindell Blvd | St Louis | MO | 63108 | NONE | GENERAL OPERATIONS | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $435 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,873 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $845,459 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $435 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,048,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,048,767 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT IN DONATION | Desc |
| Amt | $651,231 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAXES | Desc |
| Revenue And Expenses Per Books | $798 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $798 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $76,177 | Amt |
| Net Investment Income | $76,177 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $11,254 | Amt |
| Net Investment Income | $11,254 | NetInvestmentIncomeAmt |
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