ERIC P AND EVELYN NEWMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ERIC P AND EVELYN NEWMAN CHARITABLE FOUNDATION (EIN 46-3396538)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202311329349103861
- Schema version
- 2022v5.0
- 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
- Applied To Prior Year Election
- Dissolution Stmt
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T15:29:23-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431870213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILHELM & WILHELM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 BONHOMME AVE 2001 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631051946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463396538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC P & EVELYN E NEWMAN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION DTD 8/1/2013 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 3147276400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50376 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631055376 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW E NEWMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3147276400 | PhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | NEWMAN | 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 | STEVEN R WILHELM | PreparerPersonNm |
| PTIN | P01214093 | PTIN |
| Phone | 3147271155 | PhoneNum |
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 | 2022 | 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 | $51,351,581 | 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 |
| Interest On Sav Rev And Expnss | $358,687 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $358,687 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,132,479 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,132,479 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,616,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,734,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,616,075 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,722 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,722 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,126,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,126,963 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $22,524 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,262 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,262 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $283,819 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $283,819 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,865 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,084 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,340 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,170 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $92 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $376,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $326,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,262 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,933,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,933,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,309,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $326,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,944,612 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$182,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,800,928 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $172,065 | CashBOYAmt |
| Cash EOY | $154,856 | CashEOYAmt |
| Cash EOYFMV | $154,856 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $69,999 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $69,999 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $112,262,921 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,126,726 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,126,726 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $112,434,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,351,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,351,581 | 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 | $112,434,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,351,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $112,434,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,351,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,434,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,351,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $112,434,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$182,727 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $112,252,259 | SubtotalAmt |
| Other Decreases | $60,900,678 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,351,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB ACCT 9250 ST COVERED | P | $1,226,474 | $1,572,934 | -$346,460 | -$346,460 | |
| CHARLES SCHWAB ACCT 9250 LT COVERED | P | $5,599,892 | $3,175,110 | $2,424,782 | $2,424,782 | |
| CHARLES SCHWAB ACCT 9761 ST COVERED | P | $305,966 | $412,634 | -$106,668 | -$106,668 | |
| CHARLES SCHWAB ACCT 9761 LT COVERED | P | $1,954,074 | $1,448,530 | $505,544 | $505,544 | |
| CHARLES SCHWAB ACCT 0514 ST COVERED | P | $795,399 | $850,071 | -$54,672 | -$54,672 | |
| CHARLES SCHWAB ACCT 0514 LT COVERED | P | $732,375 | $853,909 | -$121,534 | -$121,534 | |
| CHARLES SCHWAB ACCT 3552 ST COVERED | P | $139,340 | $217,025 | -$77,685 | -$77,685 | |
| CHARLES SCHWAB ACCT 3552 LT COVERED | P | $2,561,151 | $1,316,932 | $1,244,219 | $1,244,219 | |
| 2180 SHS SPDR GOLD SHARES | P | $353,204 | $336,954 | $16,250 | $16,250 | 2022-11-28 |
| CHARLES SCHWAB ACCT 6693 LT COVERED | P | $3,120,826 | $3,254,700 | -$133,874 | -$133,874 | |
| CHARLES SCHWAB ACCT 9761 ST NON-COVERED | P | $11 | $11 | $0 | $0 | |
| CHARLES SCHWAB ACCT 0514 ST NON-COVERED | P | $12 | $13 | -$1 | -$1 | |
| MERRILL LYNCH ST | P | $133,115 | $133,147 | -$32 | -$32 | |
| MERRILL LYNCH LT | P | $1,542,738 | $1,546,629 | -$3,891 | -$3,891 | |
| CAPITAL GAINS DIVIDENDS | P | $270,097 | $270,097 | $270,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,616,075 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,733 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,733 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69,999 | 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 | $69,999 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $3,263 | OverpaymentAmt |
| Applied To ES Tax | $3,263 | 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 | Yes (1) | 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 | ANDREW E NEWMAN | IndividualWithBooksNm |
| Phone | 3147276400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50376 | AddressLine1Txt |
| City | CLAYTON | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW E NEWMAN | ||||||||
| PO BOX 50376 | CLAYTON | MO | 63105 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| LINDA N SCHAPIRO | ||||||||
| PO BOX 50376 | CLAYTON | MO | 63105 | DIRECTOR | 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 | $95,831,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $503,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,335,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,335,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,445,029 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,890,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,744,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,744,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,733 | TotalTaxAmt |
| Distributable Before Adj | $4,677,779 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,677,779 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,677,779 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,944,612 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,944,612 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,677,779 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,911,223 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,944,612 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,911,223 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,389 | 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 | $4,644,390 | 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 (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 122 EAST 66TH STREET FOUNDATION | |||||||
| 122 E 66TH ST | NEW YORK | NY | 10065 | NONE | PC | ANNUAL CONTRIBUTION | $5,000 |
| 1898 FOUNDATION | |||||||
| 233 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | NONE | PC | ANNUAL CONTRIBUTION | $1,000 |
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||||
| 30 WEST END AVE | NEW YORK | NY | 10023 | NONE | PC | EDUCATIONAL SUPPORT | $7,500 |
| ACADEMY OF THE SACRED HEART | |||||||
| 619 N 2ND ST | ST CHARLES | MO | 63301 | NONE | PC | TUITION ASSISTANCE | $10,000 |
| AMERICAN FOLK ART MUSEUM | |||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | NONE | PC | ANNUAL CONTRIBUTION | $1,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | ANNUAL CONTRIBUTION | $2,000 |
| ARTS & EDUCATION COUNCIL | |||||||
| 3547 OLIVE ST | ST LOUIS | MO | 63103 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| BARNES JEWISH HOSPITAL | |||||||
| 1 BARNES-JEWISH HOSPITAL PLAZA | ST LOUIS | MO | 63110 | NONE | PC | MEDICAL SUPPORT, EVELYN'S HOUSE, KODNER'S FUND, TARGETED GOALS OF CARE | $470,000 |
| BE LOUD SOPHIE FOUNDATION | |||||||
| 406 LONGLEAF DRIVE | CHAPEL HILL | NC | 27517 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $10,000 |
| BEYOND DIFFERENCES | |||||||
| 711 GRAND AVENUE SUITE 200 | SAN RAFAEL | CA | 94901 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $5,000 |
| BLINK NOW FOUNDATION | |||||||
| PO BOX 453 | MENDHAM | NJ | 07945 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $10,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NEM STE 400 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL GIFT | $42,500 |
| BREARLEY SCHOOL | |||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | NONE | PC | ANNUAL CONTRIBUTION | $6,000 |
| BROOKLYN COMMUNITY FUND | |||||||
| 1000 DEAN ST 307 | BROOKLYN | NY | 11238 | NONE | PC | GENERAL GIFT | $5,000 |
| BRYN MAWR COLLEGE | |||||||
| 101 NORTH MERION AVENUE | BRYN MAWR | PA | 19010 | NONE | PC | ANNUAL CONTRIBUTION | $20,000 |
| BUSINESS OF SPORTS SCHOOL FRIENDS OF | |||||||
| 439 W 49TH STREET | NEW YORK | NY | 10019 | NONE | PC | EDUCATIONAL SUPPORT | $13,000 |
| CAMP NEBAGAMON | |||||||
| 11454 E CAMP NEBAGAMON DR | LAKE NEBAGAMON | WI | 54849 | NONE | PC | ANNUAL CONTRIBUTION | $20,000 |
| CASA DE SALUD | |||||||
| 3200 CHOTEAU AVENUE | ST LOUIS | MO | 63103 | NONE | PC | HEALTH & WELLNESS SUPPORT | $5,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| CHILDREN'S ORGAN TRANSPLANT ASSOCIATION | |||||||
| 2501 WEST COTA DRIVE | BLOOMINGTON | IN | 47403 | NONE | PC | ANNUAL CONTRIBUTION | $2,000 |
| CHILMARK FREE PUBLIC LIBRARY | |||||||
| 522 S ROAD | CHILMARK | MA | 02535 | NONE | PC | ANNUAL CONTRIBUTION | $1,000 |
| CITY ACADEMY | |||||||
| 4175 N KINGSHIGHWAY BLVD | ST LOUIS | MO | 63115 | NONE | PC | CAPITAL CAMPAIGN AND GENERAL GIFT | $5,000 |
| COLLEGIATE SCHOOL OF MEDICINE & BIOSCIENCE | |||||||
| 1547 S THERESA AVE | ST LOUIS | MO | 63104 | NONE | PC | ANNUAL CONTRIBUTION | $1,000 |
| DALTON SCHOOL | |||||||
| 108 E 89TH ST | NEW YORK | NY | 10128 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $15,000 |
| DANFORTH PLANT SCIENCE CENTER | |||||||
| 975 N WARSON ROAD | ST LOUIS | MO | 63132 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 3901 FIELDSTON RD | THE BRONX | NY | 10471 | NONE | PC | GENERAL GIFT | $5,000 |
| EVERYTOWN FOR GUN SAFETY | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | PC | ANNUAL CONTRIBUTION | $5,000 |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DRIVE | ST LOUIS | MO | 63112 | NONE | PC | PUBLIC PARK SUPPORT | $5,000 |
| GIVE WELL MAX IMPACT FUND | |||||||
| 1714 FRANKLIN ST 100335 | OAKLAND | CA | 94612 | NONE | PC | ANNUAL CONTRIBUTION | $30,000 |
| HAIGHT ASHBURY FOOD PROGRAM | |||||||
| PO BOX 17020 | SAN FRANCISCO | CA | 94117 | NONE | PC | ANNUAL CONTRIBUTION | $5,000 |
| HARVARD UNIVERSITY | |||||||
| 86 BRATTLE ST | CAMBRIDGE | MA | 02138 | NONE | PC | CLASS REUNION FUND | $30,000 |
| HORIZONS AT SAN FRANCISCO FRIENDS SCHOOL | |||||||
| 250 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | EDUCATIONAL SUPPORT | $10,000 |
| JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES | |||||||
| 135 W 50TH ST | NEW YORK | NY | 10020 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $15,000 |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL GIFT | $5,000 |
| JOHN BURROUGHS SCHOOL | |||||||
| 755 S PRICE ROAD | ST LOUIS | MO | 63124 | NONE | PC | EDUCATIONAL AND BUILDING SUPPORT | $10,000 |
| LEGAL INFORMATION FOR FAMILIES TODAY | |||||||
| 32 COURT ST STE 1208 | BROOKLYN | NY | 11201 | NONE | PC | ANNUAL CONTRIBUTION | $600 |
| MANHATTAN EYE EAR AND THROAT HOSPITAL | |||||||
| 210 E 64TH ST | NEW YORK | NY | 10065 | NONE | PC | GENERAL GIFT | $20,000 |
| MARTHA'S VINEYARD FILM SOCIETY | |||||||
| 79 BEACH ROAD | VINEYARD HAVEN | MA | 02568 | NONE | PC | ANNUAL CONTRIBUTION | $12,500 |
| MARTHA'S VINEYARD HEBREW CENTER | |||||||
| 130 CENTER ST | VINEYARD HAVEN | MA | 02568 | NONE | PC | GENERAL GIFT | $25,000 |
| MARTHA'S VINEYARD HOSPITAL | |||||||
| 1 HOSPITAL ROAD | OAK BLUFFS | MA | 02557 | NONE | PC | ANNUAL CONTRIBUTION | $5,000 |
| MARTHA'S VINEYARD MUSEUM | |||||||
| 59 SCHOOL ST | EDGARTOWN | MA | 02539 | NONE | PC | EDUCATIONAL DISCOVERY PROGRAM, CAPITAL CAMPAIGN | $26,000 |
| MARTHA'S VINEYARD PLAYHOUSE | |||||||
| 24 CHURCH ST | VINEYARD HAVEN | MA | 02568 | NONE | PC | ANNUAL CONTRIBUTION | $20,000 |
| MARTHA'S VINEYARD PRESERVATION TRUST | |||||||
| 99 MAIN ST | EDGARTOWN | MA | 02539 | NONE | PC | ANNUAL CONTRIBUTION | $1,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PC | EDUCATIONAL SUPPORT, REHAB OF NEWMAN LAB | $1,000,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | MEDICAL SUPPORT | $10,000 |
| MISSOURI BAPTIST MEDICAL CENTER | |||||||
| 3015 N BALLAS ROAD | ST LOUIS | MO | 63131 | NONE | PC | MEDICAL SUPPORT | $10,000 |
| MISSOURI BOTANICAL GARDEN | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | GENERAL SUPPORT, CAPITAL CAMPAIGN | $430,000 |
| MISSOURI HISTORY MUSEUM | |||||||
| 5700 LINDELL BLVD | ST LOUIS | MO | 63112 | NONE | PC | ANNUAL CONTRIBUTION | $60,000 |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| 5 EAST 98TH ST | NEW YORK | NY | 10029 | NONE | PC | MEDICAL SUPPORT | $10,000 |
| MOUNTAIN SCHOOL | |||||||
| 151 MOUNTAIN SCHOOL RD | VERSHIRE | VT | 05079 | NONE | PC | ANNUAL CONTRIBUTION | $3,000 |
| NAACP LEGAL DEFENSE FUND | |||||||
| 40 RECTOR ST 5TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL GIFT | $2,500 |
| NATIONAL BLACK WOMEN'S REPRODUCTIVE JUSTICE | |||||||
| 8705 COLESVILLE RD STE 377 | SILVER SPRING | MD | 20910 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE JUSTICE | |||||||
| 50 BROAD ST STE 1937 | NEW YORK | NY | 10004 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE RD STE 1200 | JENKINTOWN | PA | 19046 | NONE | PC | ANNUAL CONTRIBUTION | $20,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVE NW SUITE 1100 | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $10,000 |
| NATURE CONSERVANCY | |||||||
| 2816 SUTTON BLVD 2 | ST LOUIS | MO | 63143 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $25,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTH BLVD | BRONX | NY | 10458 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $75,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| NIGHTINGALE-BAMFORD SCHOOL | |||||||
| 20 E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | EDUCATIONAL SUPPORT | $15,000 |
| NINE NETWORK OF PUBLIC MEDIA | |||||||
| 3655 OLIVE STREET | ST LOUIS | MO | 63108 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| PARK CHILDREN'S DAY SCHOOL | |||||||
| 4 WEST 76TH ST | NEW YORK | NY | 10023 | NONE | PC | ANNUAL CONTRIBUTION | $5,000 |
| PLANNED PARENTHOOD OF GREATER NEW YORK | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | NONE | PC | MEDICAL SUPPORT | $21,000 |
| RADIO ARTS FOUNDATION | |||||||
| 7711 CARONDELET AVE 302 | ST LOUIS | MO | 63105 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $2,000 |
| RANKEN TECHNICAL COLLEGE | |||||||
| 4431 FINNEY AVE | ST LOUIS | MO | 63113 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| REFUGEE AND IMMIGRANT CENTER | |||||||
| 2511 N LOOP 1604 E SUITE 102 | SAN ANTONIO | TX | 78258 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| ROSE BOWL INSTITUTE | |||||||
| 1001 ROSE BOWL DR | PASADENA | CA | 91103 | NONE | PC | GENERAL GIFT | $2,000 |
| SCOPE | |||||||
| 108 W 39TH ST STE 1500 | NEW YORK | NY | 10018 | NONE | PC | ANNUAL CONTRIBUTION | $5,000 |
| SAINT LOUIS ART MUSEUM | |||||||
| 1 FINE ARTS DRIVE | ST LOUIS | MO | 63110 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $10,000 |
| SAINT LOUIS SCIENCE CENTER | |||||||
| 5050 OAKLAND AVE | ST LOUIS | MO | 63110 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| SAINT LOUIS UNIVERSITY | |||||||
| 1 NORTH GRAND | ST LOUIS | MO | 63103 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| SAINT LOUIS ZOO | |||||||
| 1 GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| SAN DIEGO SCHOOL OF LAW AT SAN DIEGO UNIVERSITY | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| SANDY HOOK PROMISE | |||||||
| 13 CHURCH HILL ROAD | NEWTOWN | CT | 06470 | NONE | PC | ANNUAL CONTRIBUTION | $5,000 |
| SCHOLARSHIP FOUNDATION OF ST LOUIS | |||||||
| 6825 CLAYTON AVE STE 100 | ST LOUIS | MO | 63139 | NONE | PC | GENERAL GIFT | $10,000 |
| SEAN CASEY ANIMAL RESCUE | |||||||
| 153 E 3RD ST | BROOKLYN | NY | 11218 | NONE | PC | ANNUAL CONTRIBUTION | $5,000 |
| SHERIFF'S MEADOW FOUNDATION | |||||||
| 57 DAVID AVE | VINEYARD HAVEN | MA | 02568 | NONE | PC | CAPITAL CAMPAIGN, OAK TREE SOCIETY | $11,250 |
| ST LOUIS CHILDREN'S HOSPITAL | |||||||
| 1 CHILDRENS PLACE | ST LOUIS | MO | 63110 | NONE | PC | MEDICAL SUPPORT | $10,000 |
| ST LOUIS PUBLIC RADIO | |||||||
| 3651 OLIVE STREET | ST LOUIS | MO | 63108 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| ST LOUIS SYMPHONY | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | GENERAL GIFT, CAPITAL CAMPAIGN | $1,010,000 |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | ANNUAL CONTRIBUTION | $2,500 |
| TAFT SCHOOL | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | NONE | PC | GENERAL GIFT | $1,000 |
| TEACHERS COLLEGE | |||||||
| 525 WEST 120TH ST | NEW YORK | NY | 10027 | NONE | PC | GENERAL GIFT | $30,000 |
| TEMPLE EMANUEL | |||||||
| 12166 CONWAY RD | ST LOUIS | MO | 63141 | NONE | PC | ANNUAL CONTRIBUTION | $11,000 |
| THE KAPLAN CENTER | |||||||
| 6829 ELM ST | MCLEAN | VA | 22101 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| THE MAGIC HOUSE | |||||||
| 516 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| THE MUNY | |||||||
| 1 THEATRE DRIVE | ST LOUIS | MO | 63112 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $310,000 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | ANNUAL CONTRIBUTION | $5,000 |
| UJA - FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| UNITED WAY OF GREATER ST LOUIS | |||||||
| 910 N 11TH STREET | ST LOUIS | MO | 63101 | NONE | PC | HEALTH & WELLNESS SUPPORT | $10,000 |
| VIOLENCE INTERVENTION PROGRAM | |||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| WASHINGTON UNIVERSITY | |||||||
| 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | NONE | PC | EDUCATIONAL SUPPORT, COVID RESEARCH, TOWER | $720,000 |
| WEBSTER UNIVERSITY | |||||||
| 470 E LOCKWOOD AVE | WEBSTER GROVES | MO | 63119 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| WORLD PEDIATRIC PROJECT | |||||||
| 755 S NEW BALLAS ROAD 140 | ST LOUIS | MO | 63141 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,933,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $358,687 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,132,479 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,722 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,616,075 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,126,963 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,126,963 | 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 | LEGAL AND ACCOUNTING FEES | CategoryTxt |
| Amt | $4,700 | Amt |
| Net Investment Income | $4,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THIS ORGANIZATION ELECTS TO HAVE THE EXCESS CONTRIBUTIONS FROM 2016 APPLIED TO THE PRIOR YEAR UNDISTRIBUTED INCOME BECAUSE THESE CONTRIBUTIONS WERE USED TO SATISFY THIS UNDER THE 90 DAY RULE. | ElectionDesc |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE DETAILED INFORMATION BELOW | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50376 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631055376 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | FIVE NEW FOUNDATIONS WERE CREATED AND A TRANSFER OF ASSETS WAS DONE IN MID-DECEMBER 2022.AEN FOUNDATION (EIN: 92-1126871) RECEIVED $7,936,920OPA FOUNDATION (EIN: 92-1133148) RECEIVED $7,937,710LNS&ARS FOUNDATION (EIN: 92-1167994) RECEIVED $7,940,188LNS&KJS FOUNDATION (EIN: 92-1151069) RECEIVED $7,939,369LNS&JNS FOUNDATION (EIN: 92-1183398) RECEIVED $7,939,213 | ShortExplanationTxt |
| Dissolution | $39,693,400 | DissolutionAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH INVESTMENTS | FMV | $5,688,119 | $5,688,119 |
| CHARLES SCHWAB INVESTMENTS - 6693 | FMV | $21,801,217 | $21,801,217 |
| CHARLES SCHWAB INVESTMENTS - 9250 | FMV | $13,036,994 | $13,036,994 |
| CHARLES SCHWAB INVESTMENTS - 9761 | FMV | $5,374,188 | $5,374,188 |
| CHARLES SCHWAB INVESTMENTS - 3552 | FMV | $3,222,788 | $3,222,788 |
| CHARLES SCHWAB INVESTMENTS - 0514 | FMV | $2,003,420 | $2,003,420 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | IN DECEMBER 2022, THE FOUNDATION'S DIRECTORS DIVIDED APPROXIMATELY 40% OF THE FOUNDATION'S ASSETS INTO FIVE SEPARATE FOUNDATIONS, PERMITTING EACH OF THE NEWLY CREATED FOUNDATIONS TO BE GOVERNED AND OPERATED BY FAMILY MEMBERS. FOLLOWING THE TRANSFER OF ASSETS TO THE NEWLY CREATED FOUNDATIONS, THE FOUNDATION AND EACH OF THE NEWLY CREATED FOUNDATIONS WILL OPERATE AND MAINTAIN THEIR OWN STATUSES AS 501(C)(3) TAX-EXEMPT PRIVATE FOUNDATIONS. THE TRANSFER OF ASSETS TO THE NEWLY CREATED FOUNDATIONS HAS BEEN DONE IN ACCORDANCE WITH SECTION 507(B)(2). | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (6 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON SECURITIES | $21,207,276 |
| TRANSFER OF ASSETS TO AEN FOUNDATION - SECTION 507(B)(2) TRANSFER | $7,936,921 |
| TRANSFER OF ASSETS TO OPA FOUNDATION - SECTION 507(B)(2) TRANSFER | $7,937,710 |
| TRANSFER OF ASSETS TO LNS & ARS FOUNDATION - SECTION 507(B)(2) TRANSFER | $7,940,188 |
| TRANSFER OF ASSETS TO LNS & JNS FOUNDATION - SECTION 507(B)(2) TRANSFER | $7,939,214 |
| TRANSFER OF ASSETS TO LNS & KJS FOUNDATION - SECTION 507(B)(2) TRANSFER | $7,939,369 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $92 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $18,779 | $18,779 | $18,779 |
| OTHER INCOME | $943 | $943 | $943 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $283,789 | $283,789 | $0 |
| BANK FEES | $30 | $30 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $21,084 | $21,084 | $0 |
| FEDERAL EXCISE TAX PAID | $33,781 | $0 | $0 |
Comments