PRUFROCK FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PRUFROCK FOUNDATION (EIN 46-1586470)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-21
IRS object ID
202602029349100120
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-21T13:12:13-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431764273PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SFW PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1721 EMERSON ROAD SUITE 200AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63141ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461586470EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PRUFROCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRUFBusinessNameControlTxt
Phone3146809207PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 SOUTH BRENTWOOD BLVD SUITE 1AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63144ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS CARNAHANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3146809207PhoneNum
Signature2026-07-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRYAN KRUEGER CPAPreparerPersonNm
PTINP01688871PTIN
Phone3145693333PhoneNum
Preparation2026-07-21PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,602,750FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$60,065DividendsRevAndExpnssAmt
Dividends Net Invst Incm$60,065DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$118,055NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$135,337GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$118,055CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$178,120TotalRevAndExpnssAmt
Total Net Invst Incm$178,120TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,681OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,681OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,082TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,082TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,863TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,863TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$109,881ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$109,881ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$144,744TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,863TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$109,881TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$33,376ExcessRevenueOverExpensesAmt
Net Investment Income$143,257NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$135,144SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,203SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,203SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,327,227CorporateStockBOYAmt
Corporate Stock EOY$1,965,426CorporateStockEOYAmt
Corporate Stock EOYFMV$2,588,547CorporateStockEOYFMVAmt
Corporate Bonds BOY$483,882CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Total Assets BOY$1,946,253TotalAssetsBOYAmt
Total Assets EOY$1,979,629TotalAssetsEOYAmt
Total Assets EOYFMV$2,602,750TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,946,253RetainedEarningBOYAmt
Retained Earning EOY$1,979,629RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,946,253TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,979,629TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,946,253TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,979,629TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,946,253TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$33,376ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,979,629SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,979,629TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
36.7940 AMERICAN MUTUAL FUND2024-09-182025-10-14$2,290$2,141$149$149
39.1100 AMERICAN MUTUAL FUND2024-06-122025-10-14$2,435$2,118$317$317
5.6780 AMERICAN MUTUAL FUND2024-03-132025-10-14$353$304$49$49
239.7030 AMERICAN MUTUAL FUND2022-04-212025-10-14$14,922$12,719$2,203$2,203
CAPITAL GAINS DIVIDENDS$115,337$115,337$115,337P
FieldValueIRS element (for citing)
Capital Gain Net Income$118,055CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,991InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,991SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,991TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,920EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$71ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,991TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROLYN OHLSENIndividualWithBooksNm
Phone3142415950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11401 SOUTH BRENTWOOD BLVD SUITE 100AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63144ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LISA R CARNAHAN
1401 S BRENTWOOD BLVD SUITE 100SAINT LOUISMO63144PRESIDENT1.00$0$0$0
THOMAS S CARNAHAN
1401 S BRENTWOOD BLVD SUITE 100SAINT LOUISMO63144TREASURER1.00$0$0$0
CHARLES A LOWENHAUPT
1401 S BRENTWOOD BLVD SUITE 100SAINT LOUISMO63144SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,408,812AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$99,700AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,508,512TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,508,512AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,628CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,470,884NetVlNoncharitableAssetsAmt
Minimum Investment Return$123,544MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$123,544MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,991TaxBasedOnInvestmentIncomeAmt
Total Tax$1,991TotalTaxAmt
Distributable Before Adj$121,553DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$121,553DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$121,553DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$109,881ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$109,881QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$121,553DistributableAsAdjustedAmt
Undistributed Income PY$109,881UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$109,881QualifyingDistributionsAmt
Applied To Year1$109,881AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$121,553UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CARNAHAN POLICY CENTER
1703 FONTENAY PLWILMINGTONNC28405NONEPCGENERAL OPERATING FUNDS$1,000
CONTEMPORARY ART MUSEUM SAINT LOUIS
3750 WASHINGTON BLVDSAINT LOUISMO63108NONEPCGENERAL OPERATING FUNDS$2,000
DIMENSIONS DANCE COMPANY
1201 N WARSON RDSAINT LOUISMO63132NONEPCGENERAL OPERATING FUNDS$1,000
FOREST PARK FOREVER
5595 GRAND DRIVE FOREST PARKSAINT LOUISMO631121095NONEPCGENERAL OPERATING FUNDS$2,500
FRIENDS OF KWMU INC
3651 OLIVE STSAINT LOUISMO63108NONEPCGENERAL OPERATING FUNDS$500
GREAT RIVERS GREENWAY FOUNDATION
3745 FOUNDRY WAY SUITE 253ST LOUISMO63110NONEPCGENERAL OPERATING FUNDS$20,000
JOHN BURROUGHS SCHOOL
755 S PRICE RDST LOUISMO63124NONEPCGENERAL OPERATING FUNDS$10,000
MICDS (MARY INSTITUTE OF ST LOUIS COUNTY DAY SCHOOL)
101 N WARSON RDST LOUISMO63124NONEPCGENERAL OPERATING FUNDS$5,000
MISSOURI BOTANICAL GARDENS
4344 SHAW BLVDSAINT LOUISMO63110NONEPCGENERAL OPERATING FUNDS$600
SAINT LOUIS ART MUSEUM FOUNDATION
ONE FINE ARTS DRIVE FOREST PARKSAINT LOUISMO631101380NONEPCGENERAL OPERATING FUNDS$29,000
SAINT LOUIS PUBLIC LIBRARY FOUNDATION
1415 OLIVE STSAINT LOUISMO63013NONEPCGENERAL OPERATING FUNDS$1,200
ST LOUIS EDUCATION FUND
801 N 11TH STSAINT LOUISMO63101NONEPCGENERAL OPERATING FUNDS$500
SAINT LOUIS SERVICE BUREAU
9773 CLAYTON RDSAINT LOUISMO63124NONEPCGENERAL OPERATING FUNDS$2,500
SAINT LOUIS ZOO FOUNDATION
ONE GOVERNMENT DRIVESAINT LOUISMO631101395NONEPCGENERAL OPERATING FUNDS$1,500
ST LOUIS AREA FOOD BANK
70 CORPORATE WOODS DRIVEBRIDGETONMO63044NONEPCGENERAL OPERATING FUNDS$581
ST LOUIS CHILDREN'S HOSPITAL FOUNDATION
ONE CHILDRENS PLACEST LOUISMO63110NONEPCGENERAL OPERATING FUNDS$1,000
UNITED NATIONS FOUNDATION INC - HUMAN RIGHTS COUNCIL
1750 PENNSYLVANIA AVENUE NW STE 300WASHINGTONDC20006NONEPCGENERAL OPERATING FUNDS$10,000
CATHOLIC CHARITIES OF STL
4445 LINDELL BLVDST LOUISMO63108NONEPCGENERAL OPERATING FUNDS$1,000
UNITED WAY FOUNDATION
125 MAIDEN LANENEW YORKNY10038NONEPCGENERAL OPERATING FUNDS$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$109,881TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$60,065ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$118,055ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$178,120ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$178,120TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySFW PARTNERSCategoryTxt
Amt$4,100Amt
Net Investment Income$4,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$1,965,426EOYBookValueAmt
EOYFMV$2,588,547EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CAPITAL GUARDIAN TRUST COMPANY$10,519$10,519$0
ADMINISTRATION FEE (CIBC)$18,162$18,162$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENTSCategoryTxt
Amt$2,082Amt
Net Investment Income$2,082NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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