RUBINBROWN CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RUBINBROWN CHARITABLE FOUNDATION (EIN 33-1035603)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-29
- IRS object ID
- 202601199349100140
- Schema version
- 2024v5.5
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-29T12:49:07-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 7676 FORSYTH BLVD SUITE 2100 | 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 | 2024-07-01 | 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 | 7676 FORSYTH BLVD SUITE 2100 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHONDA SPARLIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3142903300 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A RYAN | PreparerPersonNm |
| PTIN | P00829977 | PTIN |
| Phone | 3142903300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,376,625 | 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 | $1,225,997 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $84,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,549 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $357,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $153,549 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $155,245 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $73,000 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $82,245 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $1,546,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,404 | 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 | $2,288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $412 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $412 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,700 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,412 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,438,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $91,172 | CashBOYAmt |
| Cash EOY | $129,428 | CashEOYAmt |
| Cash EOYFMV | $129,428 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $131,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,006,357 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,006,357 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,590,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,011,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,011,875 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,007,413 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,228,965 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,228,965 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,820,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,376,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,376,625 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $375 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $375 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,820,003 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,376,625 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,820,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,376,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,820,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,376,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,820,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,438,946 | ExcessRevenueOverExpensesAmt |
| Other Increases | $117,676 | OtherIncreasesAmt |
| Subtotal | $4,376,625 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,376,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LT CAP GAIN DISTRIBUTIONS | P | $38,760 | $38,760 | $38,760 | |
| PUBLICLY TRADED SECURITIES | $318,622 | $114,789 | $114,789 | $203,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $153,549 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $788 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,788 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $34 | EsPenaltyAmt |
| Overpayment | $3,440 | OverpaymentAmt |
| Applied To ES Tax | $3,440 | 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 | 7676 FORSYTH BLVD SUITE 2100 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN F HERBER JR | ||||||||
| 7676 FORSYTH BLVD SUITE 2100 | ST LOUIS | MO | 63105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JIM MATHER THRU 53125 | ||||||||
| 7676 FORSYTH BLVD SUITE 2100 | ST LOUIS | MO | 63105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEFFREY SPARKS | ||||||||
| 7676 FORSYTH BLVD SUITE 2100 | ST LOUIS | MO | 63105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RHONDA SPARLIN | ||||||||
| 1900 16TH STREET SUITE 1700 | DENVER | CO | 80202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHANIE SAND | ||||||||
| 10801 W CHARLESTON BLVD SUITE 300 | LAS VEGAS | NV | 89135 | 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 | $2,981,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,607 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,120,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,120,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,073,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,314 | TotalTaxAmt |
| Distributable Before Adj | $150,347 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $150,347 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $150,347 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,412 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,412 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,347 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $91,957 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,412 | QualifyingDistributionsAmt |
| Applied To Year1 | $91,957 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,455 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $136,892 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION OF LATINO PROFESSIONALS FOR AMERICA | |||||||
| 1717 W 6TH ST SUITE 410 | AUSTIN | TX | 787035083 | N/A | PC | SUPPORT BUSINESS STUDENTS WITHIN UNDERREPRESENTED MINORITY GROUPS | $10,000 |
| BENEDICTINE COLLEGE | |||||||
| 1020 N SECOND STREET | ATCHISON | KS | 660021499 | N/A | PC | SUPPORT BUSINESS STUDENTS WITHIN UNDERREPRESENTED MINORITY GROUPS | $10,000 |
| MOCPA EDUCATIONAL FOUNDATION | |||||||
| 540 MARYVILLE CENTRE DR STE 200 | ST LOUIS | MO | 63141 | N/A | PC | SUPPORT BUSINESS STUDENTS WITHIN UNDERREPRESENTED MINORITY GROUPS | $42,500 |
| NABA INC | |||||||
| 6406 IVY LANE SUITE 200B | GREENBELT | MD | 20770 | N/A | PC | SUPPORT BUSINESS STUDENTS WITHIN UNDERREPRESENTED MINORITY GROUPS | $12,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | DENVER | CO | 802179155 | N/A | PC | SUPPORT BUSINESS STUDENTS WITHIN UNDERREPRESENTED MINORITY GROUPS | $10,000 |
| UNLV FOUNDATION | |||||||
| BOX 451006 4505 S MARYLAND PKWY | LAS VEGAS | NV | 89154 | N/A | PC | SUPPORT BUSINESS STUDENTS WITHIN UNDERREPRESENTED MINORITY GROUPS | $10,500 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 303 ST MARYS RD | CHAMPAIGN | IL | 61820 | N/A | PC | SUPPORT BUSINESS STUDENTS WITHIN UNDERREPRESENTED MINORITY GROUPS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,855 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $153,549 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $82,245 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $320,649 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $320,649 | 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 (14 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RUBINBROWN LLP | ||||||
| 1 | 7676 FORSYTH BLVD SUITE 2100 | ST LOUIS | MO | 63105 | $1,074,075 | Yes (X) |
| ERIC JANSON | ||||||
| 2 | 27 DEER CREEK WOODS | ST LOUIS | MO | 63124 | $10,510 | Yes (X) |
| TOM TESAR | ||||||
| 3 | 843 MINARCA DRIVE | DES PERES | MO | 63131 | $13,750 | Yes (X) |
| STEVEN HARRIS | ||||||
| 4 | 3908 ALBERS POINTE DR | FLORISSANT | MO | 63034 | $7,720 | Yes (X) |
| JOHN HERBER JR | ||||||
| 5 | 1144 HIGHLAND POINTE | ST LOUIS | MO | 63131 | $14,020 | Yes (X) |
| RHONDA SPARLIN | ||||||
| 6 | 12491 VERBENA STREET | THORNTON | CO | 80602 | $9,500 | Yes (X) |
| JIM MATHER | ||||||
| 7 | 12849 POINTE DRIVE | ST LOUIS | MO | 63127 | $5,700 | Yes (X) |
| KALEB LILLY | ||||||
| 8 | 16208 REEDER STREET | OVERLAND PARK | KS | 66221 | $6,445 | Yes (X) |
| STEPHANIE SAND | ||||||
| 9 | 125 PEACHY CT | LAS VEGAS | NV | 89183 | $5,500 | Yes (X) |
| TIM SIMS | ||||||
| 10 | 43 LILY POND LANE | WELDON SPRINGS | MO | 63304 | $6,400 | Yes (X) |
| BRENT STEVENS | ||||||
| 11 | 9753 LINDLEY | ST LOUIS | MO | 63132 | $6,740 | Yes (X) |
| KEN VAN BREE | ||||||
| 12 | 11922 SACKSTON RIDGE DRIVE | ST LOUIS | MO | 63141 | $5,000 | Yes (X) |
| ERIC STRANGHOENER | ||||||
| 13 | 12021 BRIDGETON TRAILS CT | BRIDGETON | MO | 63044 | $6,980 | Yes (X) |
| JEFFREY SPARKS | ||||||
| 14 | 149 BELLINGTON LANE | ST LOUIS | MO | 63141 | $5,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD CORE PLUS BOND FUND | $604,681 | $604,681 |
| LORD ABBETT SHORT DURATION | $624,284 | $624,284 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS EURO PACIFIC GROWTH | $251,008 | $251,008 |
| AMG TRUST IV RIVER ROAD SMALL CAP I | $125,359 | $125,359 |
| COHEN & STEERS INSTL RLTY | $145,092 | $145,092 |
| HARTFORD SCHRDRS INTL FUND | $269,820 | $269,820 |
| ISHARES RUSSELL 1000 GROWTH IWF | $633,898 | $633,898 |
| ISHARES RUSSELL 1000 VALUE IWD | $321,451 | $321,451 |
| VANGUARD EQUITY INCOME | $265,247 | $265,247 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS FEES | Desc |
| Revenue And Expenses Per Books | $412 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $412 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $117,676 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $2,288 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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