THE SHAUGHNESSY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE SHAUGHNESSY FAMILY FOUNDATION (EIN 43-6648962)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201721319349101992
- 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
- Schedule B
- Investments Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T13:42:08-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430831507 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERS MINKLER HUBER & HELM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 MARKET STREET SUITE 500 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631012501 | 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 | 436648962 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAUGHNESSY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOSEPH F SHAUGHNESSY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAU | BusinessNameControlTxt |
| Phone | 3147817820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6767 SOUTHWEST AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH F SHAUGHNESSY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147817820 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT MINKLER JR | PreparerPersonNm |
| PTIN | P00151033 | PTIN |
| Phone | 3146555500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.116.33.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-05 | IPDt |
| IP Tm | 13:08:27 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4055BFD0431F34EA9378E18D4D106336E9E80314 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BCCED5377E8CFC1152852F4D8FB71000845435EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $2,655,298 | 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 | $475,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,744 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $171,393 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,393 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $660,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,223 | 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 | $3,388 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $389,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $389,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $267,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,223 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $913,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $997,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $997,854 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,595,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,779,102 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,657,444 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,509,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,776,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,655,298 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,509,621 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,776,956 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,509,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,776,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,509,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,776,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,509,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $267,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,776,956 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,776,956 | 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 | $171,393 | GrossSalesPriceAmt |
| Gain Or Loss | $171,393 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $171,393 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,393 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $442,288 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,098,850 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.210729 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $398,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,343,767 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.170100 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $543,820 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,480,998 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.219194 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $401,013 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,415,443 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.166020 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $288,708 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,319,470 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.124472 | DistributionYr5Rt |
| Total Distribution | 0.890515 | TotalDistributionRt |
| Average Distribution | 0.178103 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,386,714 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $425,081 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,852 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $426,933 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $389,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,304 | TaxDueAmt |
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 | Yes (1) | 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 | JOSEPH F SHAUGHNESSY | IndividualWithBooksNm |
| Phone | 3147817820 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6767 SOUTHWEST AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63143 | 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 |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH F SHAUGHNESSY | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROSEMARY E SHAUGHNESSY | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELLEN S MARTIN | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.00 | $0 | $0 | $0 |
| ANNE S CARLSON | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.00 | $0 | $0 | $0 |
| PAUL J SHAUGHNESSY | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.00 | $0 | $0 | $0 |
| AURZELLA S HARLAN | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.00 | $0 | $0 | $0 |
| JAMES A SHAUGHNESSY | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.00 | $0 | $0 | $0 |
| DANIEL G SHAUGHNESSY | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.00 | $0 | $0 | $0 |
| MARY S MEYER | ||||||||
| 6767 SOUTHWEST AVE | ST LOUIS | MO | 63143 | ADVISOR | 0.00 | $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 | $1,556,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $866,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,423,060 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,423,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,386,714 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,336 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,336 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,704 | TotalTaxAmt |
| Distributable Before Adj | $115,632 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,632 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,632 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $389,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $389,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $173,318 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $281,215 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $421,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $284,137 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $341,769 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,501,569 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,632 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $273,868 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,775,437 | 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 | $173,318 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,602,119 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $281,215 | ExcessFromYear4Amt |
| Excess From Year3 | $421,130 | ExcessFromYear3Amt |
| Excess From Year2 | $284,137 | ExcessFromYear2Amt |
| Excess From Year1 | $341,769 | ExcessFromYear1Amt |
| Excess From Current Year | $273,868 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 NEEDIEST CASES | |||||||
| PO BOX 14507 | ST LOUIS | MO | 631780507 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| ACADEMY OF ST LOUIS | |||||||
| 3851 WASHINGTON BLVD | ST LOUIS | MO | 63108 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| ACCESS ACADEMIES | |||||||
| 12120 BRIDGETON SQUARE DRIVE | ST LOUIS | MO | 63044 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| ADORERS OF THE BLOOD OF CHRIST | |||||||
| 4233 SULPHER AVE | ST LOUIS | MO | 63109 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| ARCHBISHOP OF THE MILITARY SERVICES | |||||||
| 1025 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| AVE MARIA UNIVERSITY | |||||||
| 5050 AVE MARIA BOULEVARD | AVE MARIA | FL | 341429505 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| BENEDICTINE SISTERS OF CLYDE MO | |||||||
| 31970 STATE HWY P | CLYDE | MO | 644328100 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| BEYOND HOUSING | |||||||
| 4156 MANCHESTER AVE | ST LOUIS | MO | 63110 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| BIRTHRIGHT OF ST LOUIS | |||||||
| 2525 S BRENTWOOD BLVD | ST LOUIS | MO | 63144 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| CARMELITE SISTER | |||||||
| 9150 CLAYTON ROAD | ST LOUIS | MO | 63124 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 212013443 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| CITVARCHRIVER | |||||||
| ONE S MEMORIAL DRIVE SUITE 700 | ST LOUIS | MO | 63102 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| CLERIS OF ST VIATOR | |||||||
| 1212 EUCLID ST | ARLINGTON HEIGHTS | IL | 60004 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| COR JESU ACADAMY | |||||||
| 10230 GRAVOIS ROAD | ST LOUIS | MO | 63123 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $15,000 |
| CORNERSTONE SCRIPTURE STUDY | |||||||
| 2818 E BENNETT | SPRINGFIELD | MO | 65804 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| CRUDEM FOUNDATION | |||||||
| 362 SEWALL STREET PO BOX 804 | LUDLOW | MA | 01056 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| DAUGHTERS OF CHARITY | |||||||
| 231 SOUTH BEMISTON SUITE 735 | ST LOUIS | MO | 531051925 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,500 |
| DAUGHTERS OF ST PAUL | |||||||
| 9804 WATSON RD | ST LOUIS | MO | 63126 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| DOMINICAN SISTER OF MARY | |||||||
| 24 FRANK LLOYD WRIGHT DRIVE | ANN ARBOR | MI | 48106 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| DOMINICAN SISTER OF ST CECILIA | |||||||
| 801 DOMINICAN DRIVE | NASHVILLE | TN | 37228 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| FOCUS | |||||||
| 603 PARK POINT DRIVE SUITE 200 | GENESEE | CO | 80401 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| FONTBONNE UNIVERSITY | |||||||
| 6800 WYDOWN BLVD | CLAYTON | MO | 63105 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| FRANCISCAN FOUNDATION FOR THE HOLY LAND | |||||||
| PO BOX 29086 | WASHINGTON | DC | 20017 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| GREGORIAN UNIVERSITY | |||||||
| 106 WEST 56TH STREET | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| GUARDIAN ANGEL SETTLEMENT | |||||||
| 1127 N VANDEVENTER AVE | ST LOUIS | MO | 63113 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| KENRICK-GLENNON SEM CONVIVIUM | |||||||
| 5200 GLENNON DRIVE | ST LOUIS | MO | 631194330 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| KIDS IN THE MIDDLE | |||||||
| 2650 S HANLEY RD SUITE 150 | ST LOUIS | MO | 63144 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| LITTLE SISTERS OF THE POOR | |||||||
| 3225 N FLORISSANT AVE | ST LOUIS | MO | 63107 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| LOYOLA ACADAMY | |||||||
| 3851 WASHINGTON BLVD | ST LOUIS | MO | 63108 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| MD ANDERSON | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| MISSOURI HISTORICAL SOCIETY | |||||||
| 225 S SKINKER | ST LOUIS | MO | 63105 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| MARIAN MIDDLE SCHOOL | |||||||
| 4130 WYOMING STREET | ST LOUIS | MO | 63116 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,000 |
| MONASTERY OF ST CLARE | |||||||
| 200 MARYCREST DRIVE | ST LOUIS | MO | 63129 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| MOUNT GRACE CONVENT | |||||||
| 1438 E WARNE AVE | ST LOUIS | MO | 63107 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,000 |
| NAZARETH LIVING CENTER | |||||||
| 2 NAZARETH LN | ST LOUIS | MO | 63129 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $12,500 |
| NEWMAN CENTER INDIANA UNIVERSITY | |||||||
| 1413 E 17TH ST | BLOOMINGTON | IN | 47408 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| OUR LADY OF GUADALUPE SHRINE | |||||||
| 17 HAWKESBURY DR | ST LOUIS | MO | 63121 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| OUR LADY OF PERPETUAL HELP FOOD PANTRY | |||||||
| 4335 WARNE AVE | ST LOUIS | MO | 63107 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| PONTIFICAL NORTH AMERICAN COLLEGE | |||||||
| 3211 FOURTH STREET NE | WASHINGTON | DC | 200171194 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| QUEEN OF APOSTLES CENTER | |||||||
| 800 MONTEBELLO CAMP RD | IMPERIAL | MO | 63052 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| RONALD MCDONALD CORNERSTONE SOCIETY | |||||||
| 300 RONALD MCDONALD HOUSE LANE | ST LOUIS | MO | 63141 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| RURAL PARISH WORKERS | |||||||
| 15540 CANNON MINES ROAD | CADET | MO | 63630 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| SACRED HEART CATHEDRAL | |||||||
| 504 FULTON STREET | PEORIA | IL | 61602 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $26,000 |
| SCHOOL SISTERS OF NOTRE DAME | |||||||
| 5615 THOLOZAN AVE | ST LOUIS | MO | 63109 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| SHEIL CATHOLIC CENTER | |||||||
| 2110 SHERIDAN RD | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| SHRINE OF ST JOSEPH | |||||||
| 1220 N 11TH STREET | ST LOUIS | MO | 63106 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| SISTERS OF ST JOSEPH OF CARONDELET | |||||||
| 6400 MINNESOTA AVE | ST LOUIS | MO | 63111 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $7,500 |
| SISTERS OF ST PETER CLAVER | |||||||
| 667 S WOODS MILL RD | CHESTERFIELD | MO | 63017 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,500 |
| ST FRANCIS XAVIER COLLEGE CHURCH | |||||||
| 3628 LINDELL BLVD | ST LOUIS | MO | 63108 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| ST JOHN NEWMAN CENTER | |||||||
| 604 E ARMORY AVENUE | CHAMPAIGN | IL | 61820 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| ST JOSEPH IMPERIAL CHRISTMAS COLLECTION | |||||||
| 6020 OLD ANTONIA RD | IMPERIAL | MO | 63052 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| ST JOSEPH'S ACADEMY | |||||||
| 6400 MINNESOTA AVE | ST LOUIS | MO | 63111 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| ST JUDE MEDICAL CENTER | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| ST LOUIS UNIVERSITY | |||||||
| 3628 LINDELL BLVD | ST LOUIS | MO | 63108 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| ST LOUIS UNIVERSITY HIGH SCHOOL | |||||||
| 4970 OAKLAND AVE | ST LOUIS | MO | 631101402 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $45,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 58 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| TODAY & TOMORROW | |||||||
| 20 ARCHBISHOP MAY DRIVE | ST LOUIS | MO | 631195004 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| URSULINE ACADEMY | |||||||
| 353 S SAPPINGTON ROAD | STLOUIS | MO | 63122 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $15,000 |
| VITAE CARING FOUNDATION | |||||||
| 1731 SOUTHRIDGE DRIVE SUITE D | JEFFERSON CITY | MO | 651020791 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| WASHINGTON UNIVERSITY | |||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $20,000 |
| WOMEN'S CARE CENTER OF PEORIA | |||||||
| 7319 N UNIVERSITY STREET | PEORIA | IL | 61614 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| WORD REBEL | |||||||
| 1110 VERMONT AVENUE NW SUITE 550 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $389,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,393 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $185,223 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,223 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | OTHER INCOME FROM INVESTMENTS | RelationshipStatementTxt |
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 | BSI CONSTRUCTORS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6767 SOUTHWEST AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $475,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS SECURITIES | StockNm |
| EOY Book Value | $1,779,102 | EOYBookValueAmt |
| EOYFMV | $1,657,444 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BSI CONSTRUCTORS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6767 SOUTHWEST AVENUE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63143 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $176 | $0 | $0 |
| PRIOR YEAR FEDERAL INCOME TAX DUE | $3,212 | $0 | $0 |
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