Nonprofit · EIN 20-5580904
BEO CHARITABLE TRUST
Tax-exempt · SAINT LOUIS, MO 63144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,231,001 | $933,535 | $2,297,466 | $12,784,739 | $0 | $12,784,739 |
| December 31, 2024 | 990-PF | $1,988,045 | $758,581 | $1,229,464 | $10,487,273 | $0 | $10,487,273 |
| December 31, 2023 | 990-PF | $551,894 | $837,659 | -$285,765 | $9,257,809 | $0 | $9,257,809 |
| December 31, 2022 | 990-PF (amended) | $648,149 | $729,788 | -$81,639 | $9,384,027 | $0 | $9,384,027 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $300,884
- Dividends
- $196,208
- Interest
- $130,402
- Net gain from sales of assets
- $2,603,507
Expenses
- Grants and similar amounts paid
- $776,000
- Disbursements for charitable purposes
- $776,000
- Excise tax on investment income
- $38,936
Balance sheet and other
- Total assets, start of year
- $10,487,273
- Total assets, end of year
- $12,784,739
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,784,739
- Fair market value of assets
- $22,760,242
- Qualifying distributions
- $776,000
- Net investment income
- $2,930,117
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW O'BRIEN 7101 WESTMORELAND DR, ST LOUIS, MO 63130 | President | 0 | $0 |
| LORI R O'BRIEN 7101 WESTMORELAND DR, ST LOUIS, MO 63130 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW O'BRIEN 7101 WESTMORELAND DR, ST LOUIS, MO 63130 | President | 0 | $0 |
| LORI R O'BRIEN 7101 WESTMORELAND DR, ST LOUIS, MO 63130 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW O'BRIEN 7101 WESTMORELAND DR, ST LOUIS, MO 63130 | President | 0 | $0 |
| LORI R O'BRIEN 7101 WESTMORELAND DR, ST LOUIS, MO 63130 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW O'BRIEN 7101 WESTMORELAND DR, ST LOUIS, MO 63130 | President | 0 | $0 |
| LORI R O'BRIEN 7101 WESTMORELAND DR, ST LOUIS, MO 63130 | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8700 MANCHESTER RD, SAINT LOUIS, MO 63144-2724
- In care of
- % ANDREW OBRIEN
- Signed the 990-PF
- ANDREW O'BRIEN, President
- Return prepared by
- MORICE LIST & ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5580904
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $12,784,739
- Income (IRS master file)
- $4,906,515
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,231,001 | $933,535 | $12,784,739 | XML |
| 990-PF | December 2024 | $1,988,045 | $758,581 | $10,487,273 | XML |
| 990-PF | December 2023 | $551,894 | $837,659 | $9,257,809 | XML |
| 990-PF | December 2022 | $648,149 | $729,788 | $9,384,027 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5580904).
Questions about BEO CHARITABLE TRUST
- What is the EIN of BEO CHARITABLE TRUST?
- The employer identification number (EIN) of BEO CHARITABLE TRUST is 20-5580904.
- Is BEO CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BEO CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEO CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEO CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEO CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BEO CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BEO CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,231,001, expenses of $933,535 and total assets of $12,784,739 at year end.
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