RUBINBROWN CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RUBINBROWN CHARITABLE FOUNDATION (EIN 33-1035603)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-06
- IRS object ID
- 201720379349100202
- Schema version
- 2015v3.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-06T10:51:30-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RubinBrown LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Brentwood | AddressLine1Txt |
| City | Saint Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331035603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUBI | BusinessNameControlTxt |
| Phone | 3142903300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH BRENTWOOD | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Judith E Murphy | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3142903300 | PhoneNum |
| Signature | 2017-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY PERSON | PreparerPersonNm |
| PTIN | P00437219 | PTIN |
| Phone | 3142903300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $978,246 | 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 | $125,142 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,226 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $12,378 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $12,378 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $174,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,583 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $349 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,611 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $130,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,583 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $40,000 | CashEOYAmt |
| Cash EOYFMV | $40,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,620 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,178 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $530,153 | CorporateStockBOYAmt |
| Corporate Stock EOY | $602,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $602,730 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $319,997 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $331,338 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $331,338 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $852,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $978,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $978,246 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $852,770 | UnrestrictedBOYAmt |
| Unrestricted EOY | $978,246 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $852,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $978,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $852,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $978,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $852,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $130,143 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $982,913 | SubtotalAmt |
| Other Decreases | $4,667 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $978,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Capital Gains Dividends | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $15,226 | GrossSalesPriceAmt |
| Gain Or Loss | $15,226 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,226 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,226 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $809,370 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,453 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $690,575 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049890 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,506 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $574,033 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051401 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,003 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $473,328 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048598 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $400,407 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047452 | DistributionYr5Rt |
| Total Distribution | 0.247874 | TotalDistributionRt |
| Average Distribution | 0.049575 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $880,252 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,638 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $366 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,004 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,611 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $732 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $732 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $176 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,289 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,465 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $732 | OverpaymentAmt |
| Applied To ES Tax | $732 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RUBINBROWN LLP | IndividualWithBooksNm |
| Phone | 3142903300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH BRENTWOOD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES CASTELLANO | ||||||||
| ONE NORTH BRENTWOOD | ST LOUIS | MO | 63105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH MURPHY | ||||||||
| ONE NORTH BRENTWOOD | ST LOUIS | MO | 63105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN W HAYS | ||||||||
| ONE NORTH BRENTWOOD | ST LOUIS | MO | 63105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $885,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,555 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $893,657 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $893,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $880,252 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $732 | TotalTaxAmt |
| Distributable Before Adj | $43,281 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,281 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,281 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,611 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,611 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,611 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $838 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $518 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $931 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,287 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,611 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,281 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $330 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,617 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $838 | ExcessFromYear3Amt |
| Excess From Year2 | $518 | ExcessFromYear2Amt |
| Excess From Year1 | $931 | ExcessFromYear1Amt |
| Excess From Current Year | $330 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF COLORADO | ||||||||
| 1391 N SPEER BLVD | DENVER | CO | 80204 | N/A | PUBLIC CHARITY | IMPROVE PUBLIC EDUCATION IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $1,000 | |
| BRIDGE PROJECT | ||||||||
| 855 S IRVING ST | DENVER | CO | 80219 | N/A | PUBLIC CHARITY | IMPROVE PUBLIC EDUCATION IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $1,500 | |
| COLORADO YOUTH FOR A CHANGE | ||||||||
| 2490 W 26TH AVE | DENVER | CO | 80211 | N/A | PUBLIC CHARITY | IMPROVE PUBLIC EDUCATION IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $500 | |
| HAWTHORN LEADERSHIP SCHOOL FOR GIRLS | ||||||||
| 1901 N KINGSHIGHWAY | SAINT LOUIS | MO | 63113 | N/A | PUBLIC CHARITY | IMPROVE PUBLIC EDUCATION IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $1,000 | |
| EDUCATIONAL FOUNDATION OF THE MISSOURI SOCIETY OF CPA'S | ||||||||
| 540 MARYVILLE CENTER DR | SAINT LOUIS | MO | 63141 | N/A | PUBLIC CHARITY | IMPROVE PUBLIC EDUCATION IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $5,000 | |
| RUBINBROWN FACULTY SCHOLAR FUND AT UNIVERSITY OF MISSOURI | ||||||||
| 408 CORNELL HALL | COLUMBIA | MO | 65211 | N/A | PUBLIC CHARITY | IMPROVE PUBLIC EDUCATION IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $10,000 | |
| ARCH GRANTS | ||||||||
| 611 OLIVE STREET | SAINT LOUIS | MO | 63101 | N/A | PUBLIC CHARITY | SUPPORT ENTREPRENEURISM IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $2,500 | |
| BIOSTL | ||||||||
| 7515 FORSYTH BLVD | SAINT LOUIS | MO | 63105 | N/A | PUBLIC CHARITY | SUPPORT ENTREPRENEURISM IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $1,000 | |
| DONALD DANFORTH PLANT SCIENCE CENTER | ||||||||
| 975 NORTH WARSON | SAINT LOUIS | MO | 63132 | N/A | PUBLIC CHARITY | SUPPORT ENTREPRENEURISM IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $2,000 | |
| JUNIOR ACHIEVEMENT ROCKY MOUNTAIN | ||||||||
| 1445 MARKET ST | DENVER | CO | 80202 | N/A | PUBLIC CHARITY | SUPPORT ENTREPRENEURISM IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $500 | |
| JUNIOR ACHIEVEMENT OF GREATER ST LOUIS | ||||||||
| 17339 NORTH OUTER FORTY ROAD | CHESTERFIELD | MO | 63005 | N/A | PUBLIC CHARITY | SUPPORT ENTREPRENEURISM IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $1,000 | |
| KANSAS PIPELINE ENTREPRENEURIAL FELLOWSHIP PROGRAM | ||||||||
| 1901 OLATHE BLVD | KANSAS CITY | MO | 66103 | N/A | PUBLIC CHARITY | SUPPORT ENTREPRENEURISM IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $500 | |
| KC SOURCELINK at UMKC Innovation Center | ||||||||
| 4747 TROST AV | KANSAS CITY | MO | 64110 | N/A | PUBLIC CHARITY | SUPPORT ENTREPRENEURISM IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $500 | |
| REINVEST NORTH COUNTY FUND OF NORTH COUNTY INC REGIONAL DEVELOPMENT ASSOC | ||||||||
| C/O ST LOUIS COMMUNITY FOUDNATION 2 | SAINT LOUIS | MO | 63105 | N/A | PUBLIC CHARITY | SUPPORT ENTREPRENEURISM IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $1,000 | OAK KNOLL PARK |
| EDUCATIONAL FOUNDATION OF THE COLORADO SOCIETY OF CPA'S | ||||||||
| 7979 E TUFTS AVENUE | DENVER | CO | 80237 | N/A | PUBLIC CHARITY | ENCOURAGE MINORITIES TO ENTER THE PUBLIC ACCOUNTING PROFESSION | $5,000 | |
| NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS | ||||||||
| PO BOX 2611 | FLORISSANT | MO | 63032 | N/A | PUBLIC CHARITY | ENCOURAGE MINORITIES TO ENTER THE PUBLIC ACCOUNTING PROFESSION | $1,500 | |
| ST LOUIS YOUTH JOBS FUND St Louis Community Foundation | ||||||||
| 2 OAK KNOLL PAR | ST LOUIS | MO | 63105 | N/A | PUBLIC CHARITY | ENCOURAGE MINORITIES TO ENTER THE PUBLIC ACCOUNTING PROFESSION | $2,500 | |
| URBAN LEAGUE OF METROPOLITAN ST LOUIS | ||||||||
| 3701 GRANDEL SQUARE | SAINT LOUIS | MO | 63108 | N/A | PUBLIC CHARITY | ENCOURAGE MINORITIES TO ENTER THE PUBLIC ACCOUNTING PROFESSION | $1,500 | |
| BACKSTOPPERS | ||||||||
| 10411 CLAYTON RD | SAINT LOUIS | MO | 63131 | N/A | PUBLIC CHARITY | IMPROVE THE INFRASTRUCTURE OF THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $1,000 | |
| FOREST PARK FOREVER | ||||||||
| 5595 GRAND DRIVE IN FOREST PARK | SAINT LOUIS | MO | 63112 | N/A | PUBLIC CHARITY | IMPROVE THE INFRASTRUCTURE OF THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $2,000 | |
| ST LOUIS POLICE FOUNDATION | ||||||||
| 9761 CLAYTON RD | SAINT LOUIS | MO | 63124 | N/A | PUBLIC CHARITY | IMPROVE THE INFRASTRUCTURE OF THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $1,000 | |
| URBAN NEIGHBORHOOD INITIATIVE | ||||||||
| 2700 E 18TH ST | KANSAS CITY | MO | 64127 | N/A | PUBLIC CHARITY | IMPROVE THE INFRASTRUCTURE OF THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RUBINBROWN FACULTY SCHOLAR FUND AT UNIVERSITY OF MISSOURI | |||||||
| 408 CORNELL HALL | COLUMBIA | MO | 65211 | N/A | PUBLIC CHARITY | IMPROVE PUBLIC EDUCATION IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $30,000 |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DRIVE IN FOREST PARK | SAINT LOUIS | MO | 63112 | N/A | PUBLIC CHARITY | IMPROVE THE INFRASTRUCTURE OF THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $4,000 |
| EDUCATIONAL FOUNDATION OF THE MISSOURI SOCIETY OF CPA'S | |||||||
| 540 MARYVILLE CENTER DR | SAINT LOUIS | MO | 63141 | N/A | PUBLIC CHARITY | IMPROVE PUBLIC EDUCATION IN THE ST LOUIS, KANSAS CITY AND DENVER REGIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $44,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,357 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,226 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12,378 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,961 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,961 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE N BRENTWOOD BLVD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $43,259 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI PRIME OBLIGATION FUND | $10,074 | $10,074 |
| BAIRD CORE PLUS | $321,264 | $321,264 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 1000 VALUE | $151,335 | $151,335 |
| ISHARES RUSSELL 1000 GROWTH | $150,139 | $150,139 |
| HARBOR INTL FUND | $104,589 | $104,589 |
| COHEN & STEERS INSTL RLTY | $110,465 | $110,465 |
| PIMCO COMMODITY RR STRATEGY | $50,881 | $50,881 |
| AMG SKYLINE SPECIAL EQUITY | $35,321 | $35,321 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $4,667 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | online payment fees | Desc |
| Revenue And Expenses Per Books | $111 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $111 | DisbursementsCharitablePrpsAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SPECIAL EVENTS | CategoryTxt |
| Gross Sales | $12,378 | GrossSalesAmt |
| Net | $12,378 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $349 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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