PRUFROCK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PRUFROCK FOUNDATION (EIN 46-1586470)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349105222
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T15:42:22-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431764273 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SFW PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1610 DES PERES RD SUITE 300 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631311891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461586470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRUFROCK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRUF | BusinessNameControlTxt |
| Phone | 3146809207 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 SOUTH BRENTWOOD BLVD SUITE 1 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS CARNAHAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3146809207 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | CARNAHAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN KRUEGER CPA | PreparerPersonNm |
| PTIN | P01688871 | PTIN |
| Phone | 3145693333 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,218,028 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $51,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $175,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,543 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $102,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,384 | 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 |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,608 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,608 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,858 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,066 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,258 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,258 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,066 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,940 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,318 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,271 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,303 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,303 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,410,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,432,840 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,774,365 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $515,506 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $464,955 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $421,360 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,955,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,920,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,218,028 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,955,038 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,920,098 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,955,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,920,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,955,038 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,920,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,955,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,940 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,920,098 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,920,098 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 34.357 SH AMERICAN HIGH INCOME TRUST FUND CLASS F3 | 2023-01-31 | 2023-09-26 | $310 | $311 | -$1 | -$1 | |
| 168.721 SH AMERICAN MUTUTAL FUND CLASS F3 | 2022-12-15 | 2023-12-31 | $8,078 | $8,275 | -$197 | -$197 | |
| 44.372 SH AMERICAN CAPITAL INCOME BUILDER FUND | 2022-12-19 | 2023-09-26 | $2,730 | $2,783 | -$53 | -$53 | |
| 12.716 SH AMERICAN CAPITAL WORLD BOND FUND | 2022-12-20 | 2023-09-26 | $195 | $200 | -$5 | -$5 | |
| 6.391 SH AMERICAN INTERMEDIATE E BOND FUND | 2022-11-30 | 2023-12-31 | $859 | $865 | -$6 | -$6 | |
| AMERICAN CAPITAL INCOME BUILDER FUND | 2021-12-20 | 2023-06-14 | $4,905 | $5,099 | -$194 | -$194 | |
| AMERICAN GROWTH FUND OF AMERICA | 2021-12-20 | 2023-12-31 | $7,708 | $9,273 | -$1,565 | -$1,565 | |
| AMERICAN INTERMEDIATE E BOND FUND | 2020-12-31 | 2023-06-14 | $14,140 | $15,932 | -$1,792 | -$1,792 | |
| 29.492 SH AMERICAN SMALL-CAP WORLD FUND | 2020-12-18 | 2023-09-26 | $1,758 | $2,347 | -$589 | -$589 | |
| AMERICAN INTERMEDIATE E BOND FUND | 2013-01-31 | 2023-12-31 | $35,719 | $39,501 | -$3,782 | -$3,782 | |
| AMERICAN PERSPECTIVE FUND CLASS F3 | 2013-01-31 | 2023-12-31 | $25,195 | $15,304 | $9,891 | $9,891 | |
| AMERICAN NEW WORLD FUND CLASS F3 | 2013-01-31 | 2023-12-31 | $13,107 | $9,909 | $3,198 | $3,198 | |
| 34.563 SH AMERICAN HIGH INCOME TRUST FUND CLASS F3 | 2023-04-28 | 2023-09-26 | $312 | $314 | -$2 | -$2 | |
| 35.195 SH AMERICAN HIGH INCOME TRUST FUND CLASS F3 | 2023-07-31 | 2023-09-26 | $318 | $318 | $0 | $0 | |
| 21.215 SH AMERICAN HIGH INCOME TRUST FUND CLASS F3 | 2023-08-31 | 2023-09-26 | $192 | $201 | -$9 | -$9 | |
| 27.642 SH AMERICAN MUTUTAL FUND CLASS F3 | 2023-09-13 | 2023-10-18 | $1,316 | $1,397 | -$81 | -$81 | |
| 31.202 SH AMERICAN CAPITAL INCOME BUILDER FUND | 2023-09-11 | 2023-09-26 | $1,920 | $1,966 | -$46 | -$46 | |
| 13.9 SH AMERICAN CAPITAL WORLD BOND FUND | 2023-03-17 | 2023-09-26 | $214 | $214 | $0 | $0 | |
| 12.627 SH AMERICAN CAPITAL WORLD BOND FUND | 2023-06-16 | 2023-09-26 | $194 | $202 | -$8 | -$8 | |
| 85.559 SH AMERICAN INTERMEDIATE E BOND FUND | 2022-12-30 | 2023-06-14 | $1,059 | $1,064 | -$5 | -$5 | |
| 64.342 SH AMERICAN INTERMEDIATE E BOND FUND | 2023-01-31 | 2023-06-14 | $797 | $812 | -$15 | -$15 | |
| 101.371 SH AMERICAN INTERMEDIATE E BOND FUND | 2023-03-31 | 2023-06-14 | $1,255 | $1,255 | $0 | $0 | |
| 89.417 SH AMERICAN INTERMEDIATE E BOND FUND | 2023-04-28 | 2023-06-14 | $1,107 | $1,107 | $0 | $0 | |
| 6.286 SH AMERICAN INTERMEDIATE E BOND FUND | 2023-05-31 | 2023-06-14 | $78 | $80 | -$2 | -$2 | |
| 89.417 SH AMERICAN INTERMEDIATE E BOND FUND | 2023-05-31 | 2023-06-14 | $1,107 | $1,144 | -$37 | -$37 | |
| 48.251 SH AMERICAN INTERMEDIATE E BOND FUND | 2022-10-31 | 2023-09-26 | $585 | $591 | -$6 | -$6 | |
| 57.167 SH AMERICAN INTERMEDIATE E BOND FUND | 2023-02-28 | 2023-09-26 | $693 | $693 | $0 | $0 | |
| 92..22 SH AMERICAN INTERMEDIATE E BOND FUND | 2023-06-30 | 2023-09-26 | $1,118 | $1,118 | $0 | $0 | |
| 83.232 SH AMERICAN INTERMEDIATE E BOND FUND | 2023-07-31 | 2023-09-26 | $1,009 | $1,021 | -$12 | -$12 | |
| 87.161 SH AMERICAN INTERMEDIATE E BOND FUND | 2023-08-31 | 2023-09-26 | $1,056 | $1,110 | -$54 | -$54 | |
| 4.737 SH AMERICAN SMALL-CAP WORLD FUND | 2021-12-17 | 2023-09-26 | $282 | $372 | -$90 | -$90 | |
| CAPITAL GAINS DIVIDENDS | $46,005 | $46,005 | $46,005 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,047 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,047 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,047 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,753 | OverpaymentAmt |
| Applied To ES Tax | $1,753 | 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 | CAROLYN OHLSEN | IndividualWithBooksNm |
| Phone | 3142415950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 SOUTH BRENTWOOD BLVD SUITE 100 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63144 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LISA R CARNAHAN | ||||||||
| 1401 S BRENTWOOD BLVD SUITE 100 | SAINT LOUIS | MO | 63144 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS S CARNAHAN | ||||||||
| 1401 S BRENTWOOD BLVD SUITE 100 | SAINT LOUIS | MO | 63144 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHARLES A LOWENHAUPT | ||||||||
| 1401 S BRENTWOOD BLVD SUITE 100 | SAINT LOUIS | MO | 63144 | SECRETARY | 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 | $2,103,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,171,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,171,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,139,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,047 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,047 | TotalTaxAmt |
| Distributable Before Adj | $105,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $105,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $105,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,258 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $110,257 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $110,257 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1 | 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 | $105,914 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL | |||||||
| 311 W 43RD ST 7TH FL | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING FUNDS | $8,586 |
| BEYOND HOUSING | |||||||
| 6506 WRIGHT WAY | PINE LAWN | MO | 63121 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| BIG MUDDY DANCE COMPANY | |||||||
| 3305 WASHINGTON BLVD | ST LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| CENTER OF CREATIVE ARTS | |||||||
| 6880 WASHINGTON AVE | SAINT LOUIS | MO | 63130 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| CONTEMPORARY ART MUSEUM SAINT LOUIS | |||||||
| 3750 WASHINGTON BLVD | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| DIMENSIONS DANCE COMPANY | |||||||
| 1201 N WARSON RD | SAINT LOUIS | MO | 63132 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| ELLIS MARSALIS CENTER FOR MUSIC | |||||||
| 1901 BARTHOLOMEW STREET | NEW ORLEANS | LA | 70117 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| EXPLORERS CLUB | |||||||
| 46 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| FLANCE EARLY LEARNING CENTER | |||||||
| 1908 OFALLON STREET | ST LOUIS | MO | 63106 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| FLIGHT 100 FOUNDATION | |||||||
| 725 KINGSLAND AVE STE 100 10 | ST LOUIS | MO | 63130 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DRIVE FOREST PARK | SAINT LOUIS | MO | 631121095 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| FRIENDS OF KWMU INC | |||||||
| 3651 OLIVE ST | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| GATEWAY ARCH PARK FOUNDATION | |||||||
| 1 S MEMORIAL DR STE 700 | SAINT LOUIS | MO | 63102 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| GREAT RIVERS GREENWAY FOUNDATION | |||||||
| 3745 FOUNDRY WAY SUITE 253 | ST LOUIS | MO | 63110 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| INTERNATIONAL INSTITUTE OF ST LOUIS | |||||||
| 3401 ARSENAL ST | SAINT LOUIS | MO | 63118 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| JOHN BURROUGHS SCHOOL | |||||||
| 755 S PRICE RD | ST LOUIS | MO | 63124 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| MICDS (MARY INSTITUTE OF ST LOUIS COUNTY DAY SCHOOL) | |||||||
| 101 N WARSON RD | ST LOUIS | MO | 63124 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| MISSOURI BOTANICAL GARDENS | |||||||
| 4344 SHAW BLVD | SAINT LOUIS | MO | 63110 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| MISSOURI HISTORICAL SOCIETY | |||||||
| PO BOX 775460 | SAINT LOUIS | MO | 63177 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11TH FL | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| SAINT LOUIS ART MUSEUM FOUNDATION | |||||||
| ONE FINE ARTS DRIVE FOREST PARK | SAINT LOUIS | MO | 631101380 | NONE | PC | GENERAL OPERATING FUNDS | $15,000 |
| SAINT LOUIS PUBLIC LIBRARY FOUNDATION | |||||||
| 1415 OLIVE ST | SAINT LOUIS | MO | 63013 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| SAINT LOUIS PUBLIC SCHOOL FOUNDATION | |||||||
| 801 N 11TH ST | SAINT LOUIS | MO | 63101 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| SAINT LOUIS SERVICE BUREAU | |||||||
| 9773 CLAYTON RD | SAINT LOUIS | MO | 63124 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| SAINT LOUIS ZOO FOUNDATION | |||||||
| ONE GOVERNMENT DRIVE | SAINT LOUIS | MO | 631101395 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| ST LOUIS AREA FOOD BANK | |||||||
| 70 CORPORATE WOODS DRIVE | BRIDGETON | MO | 63044 | NONE | PC | GENERAL OPERATING FUNDS | $6,586 |
| UNITED NATIONS FOUNDATION INC - HUMAN RIGHTS COUNCIL | |||||||
| 1750 PENNSYLVANIA AVENUE NW STE 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING FUNDS | $10,586 |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| WELCOME NEIGHBOR STL (START) | |||||||
| 3672 ARSENAL STREET | ST LOUIS | MO | 63116 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| WOMAN'S EXCHANGE OF ST LOUIS | |||||||
| 8811-A LADUE ROAD | ST LOUIS | MO | 63124 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 25TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,258 | 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 | $51,841 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,384 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,384 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SFW PARTNERS | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $464,955 | EOYBookValueAmt |
| EOYFMV | $421,360 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,432,840 | EOYBookValueAmt |
| EOYFMV | $1,774,365 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAPITAL GUARDIAN TRUST COMPANY | $8,509 | $8,509 | $0 |
| ADMINISTRATION FEE (CIBC) | $12,099 | $12,099 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2022 TAX DUE PAYMENT | $58 | $58 | $0 |
| 2023 ESTIMATED PAYMENT | $2,800 | $2,800 | $0 |
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