2025-11-11T16:13:45-06:00 2024-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2024-01-01 812453341 TAX CREDIT BENEVOLENT ASSOCIATION TAXC 3148621414 1034 S BRENTWOOD BLVD STE 1560 ST LOUIS MO 63117 ELISE WESTWOOD VICE PRESIDENT 6189749619 2025-11-05 1 1 MINDY G KRUEGER P01290370 3142903300 2024 2025-03-06 01:10:19Z PHILIP D ESTEP 1034 S BRENTWOOD BLVD STE 1560 ST LOUIS MO 63117 2087448 0 X N/A X 2016 MO TO ASSIST USERS OF STATE TAX CREDIT PROGRAMS. 3 3 0 3 0 0 1284210 2087448 0 0 0 0 0 0 1284210 2087448 0 0 0 0 0 0 0 0 0 5911 11919 5911 11919 1278299 2075529 2534284 4609813 0 0 2534284 4609813 X SEE SCHEDULE OTO ASSIST USERS OF STATE TAX CREDIT PROGRAMS ("STATE TAX CREDITS"), PASSED BY STATE LEGISLATURES TO AWARD TAX INCENTIVES THAT ENCOURAGE INVESTMENT IN ACTIVITIES WITH SOCIAL, CULTURAL, ENVIRONMENTAL, AND ECONOMIC BENEFITS. THE PUBLIC PURPOSE OF STATE TAX CREDITS IS TO BENEFIT THE HEALTH AND WELFARE OF SOCIETY IN MANY WAYS, INCLUDING, BUT NOT LIMITED TO: JOBS CREATION, LOW INCOME HOUSING, SENIOR HOUSING, BROWNFIELDS, AGRICULTURE, FILM PRODUCTION, HISTORIC PRESERVATION, AND SOLAR, WIND, BIOMASS, HYDRO, AND GEOTHERMAL ENERGY. STATE TAX CREDIT PROGRAMS ARE TECHNICAL AND COMPLEX, AND TCBA SHALL HELP USERS APPLY FOR, EARN, AND MONETIZE TAX CREDITS, AND COMPLY WITH LONG-TERM REQUIREMENTS. TCBA'S EDUCATIONAL ACTIVITIES WILL HELP RELIEVE THE GOVERNMENTAL BURDEN OF ADMINISTERING STATE TAX CREDITS BY FACILITATING AND EXPEDITING PROPER USE OF STATE TAX CREDIT PROGRAMS. 0 0 SEE SCHEDULE OTCBA PROVIDES EDUCATIONAL ADVISORY SERVICES TO USERS AND RECIPIENTS OF STATE TAX CREDITS TO HELP CONCEIVE, PLAN, STRUCTURE, APPLY FOR, AND COMPLY WITH PROGRAMS THAT STATE LEGISLATURES HAVE DULY PASSED INTO LAW TO ENCOURAGE INVESTMENT IN ACTIVITIES DEEMED TO POSSESS SOCIAL, CULTURAL, ENVIRONMENTAL, AND ECONOMIC BENEFITS FOR THEIR CITIZENS. APPLYING TCBA'S EXPERTISE IN TAX CREDITS CONSTITUTES SUBSTANTIAL EDUCATIONAL GUIDANCE THAT ENABLES PROJECTS AND ACTIVITIES TO SUCCESSFULLY QUALIFY FOR AND BENEFIT FROM THESE INCENTIVES GRANTED BY STATE GOVERNMENTS. TCBA'S EDUCATIONAL ADVISORY SERVICES ARE ITS CORE ACTIVITY THAT DIRECTLY BENEFITS TAX CREDIT RECIPIENTS AND PUBLIC POLICY OF THE STATE TAX CREDIT PROGRAMS. IN ADDITION TO PROVIDING ASSISTANCE TO TAX CREDIT RECIPIENTS, FACILITATING AND EXPEDITING PROPER USE OF THE TAX CREDIT PROGRAM, TCBA'S ADVISORY ASSISTANCE WILL THEREBY HELP RELIEVE THE GOVERNMENTAL BURDEN OF ADMINISTERING STATE TAX CREDIT PROGRAMS. 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X PHILIP D ESTEP 3148621414 1034 SOUTH BRENTWOOD BOULEVARD SAINT LOUIS MO 63117 X PHILIP D ESTEP PRESIDENT 1.00 X X 0 0 0 ELISE L WESTWOOD VICE PRESIDENT 4.00 X X 0 0 0 MARY H CARPENTER SECRETARY 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 2087448 2087448 2087448 0 0 0 3884 3884 4750 4750 126 126 2859 2859 BANK CHARGES 300 300 11919 0 11919 0 33163 61479 2501121 4548334 2534284 4609813 0 0 X 0 0 0 0 2534284 4609813 2534284 4609813 2534284 4609813 2075529 0 X 0 0 0 X 550000 709695 1284210 2087448 4631353 550000 709695 1284210 2087448 4631353 0 0 0 4631353 550000 709695 1284210 2087448 4631353 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT IN PENN ST LOFT LP 539010 C INVESTMENT IN HAYS MANAGING MEMBER LLC 426310 C INVESTMENT IN LR-KANSAS CITY 1 LLC 1480724 C INVESTMENT IN 512 SPRUCE MANAGING MEMBER 636999 C INVESTMENT IN GB MANAGING MEMBER 260337 C INVESTMENT IN SUNDANCE III 198460 C INVESTMENT IN MARKET HOUSE 318500 C INVESTMENT IN 401 MAPLE 490494 C INVESTMENT IN MEYER LANDMARK 197500 C 4548334 FORM 990, PART VI, SECTION A, LINE 2 PHILIP ESTEP AND MARY CARPENTER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 PHILIP ESTEP AND ELISE WESTWOOD HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY OF THE FORM IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY TO THE POLICY, AND (D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES, WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION, BY-LAWS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. 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