BEO CHARITABLE TRUST: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: BEO CHARITABLE TRUST (EIN 20-5580904)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-16
IRS object ID: 201713209349100611
Schema version: 2016v3.0
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
Form 990-PF
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-16T06:43:29-08:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Stephen J Morice & Associates PC	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	2016-01-01	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	2017-11-16	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	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,775,116	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	$758,710	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$64	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$64	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$64	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$154,396	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$154,396	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$154,396	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$428,057	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,028,299	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$428,057	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$3,053	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$1,341,227	TotalRevAndExpnssAmt
Total Net Invst Incm	$582,517	TotalNetInvstIncmAmt
Total Adj Net Incm	$157,513	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$61,631	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$61,631	OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss	$569	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$62,200	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$61,631	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$368,830	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$368,830	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$431,030	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$61,631	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$368,830	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$910,197	ExcessRevenueOverExpensesAmt
Net Investment Income	$520,886	NetInvestmentIncomeAmt
Adjusted Net Income	$157,513	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$499,286	CashBOYAmt
Cash EOY	$664,974	CashEOYAmt
Cash EOYFMV	$654,974	CashEOYFMVAmt
Corporate Stock BOY	$5,183,202	CorporateStockBOYAmt
Corporate Stock EOY	$5,539,534	CorporateStockEOYAmt
Corporate Stock EOYFMV	$8,120,142	CorporateStockEOYFMVAmt
Total Assets BOY	$5,682,488	TotalAssetsBOYAmt
Total Assets EOY	$6,204,508	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,775,116	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$5,682,488	UnrestrictedBOYAmt
Unrestricted EOY	$6,204,508	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,682,488	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$6,204,508	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,682,488	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,204,508	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,682,488	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$910,197	ExcessRevenueOverExpensesAmt
Subtotal	$6,592,685	SubtotalAmt
Other Decreases	$388,177	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$6,204,508	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY	P	2016-12-31	2016-12-31	$26,352	$23,299	$3,053	$3,053
MORGAN STANLEY	P	2010-12-31	2016-12-31	$988,370	$570,562	$417,808	$417,808
PAYPAL HOLDINGS	P	2011-12-16	2016-05-17	$13,577	$6,381	$7,196	$7,196

Field	Value	IRS element (for citing)
Capital Gain Net Income	$428,057	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$3,053	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$10,418	InvestmentIncomeExciseTaxAmt
Subtotal	$10,418	SubtotalAmt
Tax Based On Investment Income	$10,418	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$311	EsPenaltyAmt
Tax Due	$10,729	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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$10,418	TaxBasedOnInvestmentIncomeAmt
Total Tax	$10,418	TotalTaxAmt
Distributable Before Adj	$10,418	DistributableBeforeAdjAmt
Distributable Before Ded	$10,418	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$368,830	ExpensesAndContributionsAmt
Qualifying Distributions	$368,830	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$368,830	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$14,847	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$47,196	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$53,263	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$272,000	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$340,000	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$727,306	TotalExcessDistributionCyovAmt
Qualifying Distributions	$368,830	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$368,830	RemainingDistriFromCorpusAmt
Total Corpus	$1,096,136	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$14,847	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,081,289	ExcessDistriCyovToNextYrAmt
Excess From Year4	$47,196	ExcessFromYear4Amt
Excess From Year3	$53,263	ExcessFromYear3Amt
Excess From Year2	$272,000	ExcessFromYear2Amt
Excess From Year1	$340,000	ExcessFromYear1Amt
Excess From Current Year	$368,830	ExcessFromCurrentYearAmt

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 (25 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
FOCAL POINT TRADITIONAL ARTS CENTER
297 WOLFRUM ROAD	ST CHARLES	MO	63304	NONE	GENERAL OPERATIONS	$7,500
FAITH ACADEMY
44 N GORE AVE	ST LOUIS	MO	63119	NONE	GENERAL OPERATIONS	$10,000
ST LOUIS SYMPHONY ORCH
718 N GRAND BLVD	ST LOUIS	MO	63103	NONE	GENERAL OPERATIONS	$21,000
DE LA SALLE ST MATHEWS
4145 KENNERLY AVE	ST LOUIS	MO	63113	NONE	GENERAL OPERATIONS	$150,000
JOIN HANDS ESL INC
PO BOX 1429	E ST LOUIS	IL	62202	NONE	GENERAL OPERATIONS	$6,500
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	$5,500
NERINX HALL
530 E LOCKWOOD AVE	WEBSTER GROVES	MO	63119	NONE	GENERAL OPERATIONS	$55,830
MISSOURI BOTANICAL GARDEN
4344 SHAW BLVD	ST LOUIS	MO	63110	NONE	GENERAL OPERATIONS	$5,000
CHAMBER PROJECT ST LOUIS
4159 WYOMING ST	ST LOUIS	MO	63116	NONE	GENERAL OPERATIONS	$3,000
GATEWAY 180
1000 NORTH 19TH ST	ST LOUIS	MO	63106	NONE	GENERAL OPERATIONS	$3,000
CHAMINADE COLLEGE PREPARATORY SCHOO
425 S LINDBERGH BLVD	ST LOUIS	MO	63131	NONE	GENERAL OPERATIONS	$10,000
CHAMBER MUSIC SOCIETY
3526 WASHINGTON AVE	ST LOUIS	MO	63130	NONE	GENERAL OPERATIONS	$3,000
TODAY AND TOMORROW EDCUATIONAL FOUN
20 ARCHBISHOP MAY DR	ST LOUIS	MO	63119	NONE	GENERAL OPERATIONS	$3,500
CITY ACADEMY
4175 N KINGSHIGHWAY BLVD	ST LOUIS	MO	63115	NONE	GENERAL OPERATIONS	$3,000
COMMUNITY MUSIC SCHOOL
7401 DELMAR BLVD	ST LOUIS	MO	63130	NONE	GENERAL OPERATIONS	$5,000
GOOD SHEPARD SCHOOL FOR CHILDREN
1170 TIMBER RUN DR	ST LOUIS	MO	63146	NONE	GENERAL OPERATIONS	$2,000
ACCESS ACADEMICS
3711 W PINE BLVD 222	ST LOUIS	MO	63108	NONE	GENERAL OPERATIONS	$5,000
UNIVERSITY CITY SYMPHONY ORCHESTRA
560 TRINITY AVENUE	UNIVERSITY CITY	MO	63130	NONE	GENERAL OPERATIONS	$1,500
PETER PAUL COMMUNITY SERVICES
2612 WYOMING ST	ST LOUIS	MO	63118	NONE	GENERAL OPERATIONS	$1,000
UNIVERSITY OF MISSOURI ST LOUIS
1 UNIVERSITY BOULEVARD	ST LOUIS	MO	63121	NONE	GENERAL OPERATIONS	$25,000
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	$7,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$368,830	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$64	UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$154,396	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$428,057	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$64	UnrelatedBusinessTaxblIncmAmt
Exclusion	$154,396	ExclusionAmt
Related Or Exempt Function Incm	$428,057	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$582,517	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	$388,177	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	FOREIGN TAXES	Desc
Revenue And Expenses Per Books	$569	RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$61,631	Amt
Net Investment Income	$61,631	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

BEO CHARITABLE TRUST: Form 990PF, tax year 2016

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Comments