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SANFORD AND GLORIA SPITZER FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SANFORD AND GLORIA SPITZER FAMILY FOUNDATION (EIN 43-1948210)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-21
IRS object ID
202332649349100103
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-21T06:59:47-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453732954PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORTLAND & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11001 CRAIG RD STE 400AddressLine1Txt
CityCREVE COEURCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63146ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431948210EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANFORD AND GLORIA SPITZER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANFBusinessNameControlTxt
Phone3149912817PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12217 CROYDON WALKAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANFORD SPITZERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3149912817PhoneNum
Signature2023-05-16SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSANFORDPersonFirstNm
Person LastSPITZERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY P MORTLANDPreparerPersonNm
PTINP01284653PTIN
Phone3147253515PhoneNum
Preparation2023-09-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,681FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$55,452ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$186DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$23,859CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$55,656TotalRevAndExpnssAmt
Total Net Invst Incm$23,859TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,300TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$102,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$103,500TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$47,844ExcessRevenueOverExpensesAmt
Net Investment Income$23,859NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$46,558CashBOYAmt
Cash EOY$7,681CashEOYAmt
Cash EOYFMV$7,681CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$8,967CorporateStockBOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$55,525TotalAssetsBOYAmt
Total Assets EOY$7,681TotalAssetsEOYAmt
Total Assets EOYFMV$7,681TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$55,525CapitalStockBOYAmt
Capital Stock EOY$7,681CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$55,525TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,681TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$55,525TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,681TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$55,525TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$47,844ExcessRevenueOverExpensesAmt
Subtotal$7,681SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,681TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property1000 SHARES BRISTON-MYERS SQUIBBPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2019-10-05AcquiredDt
Sold2022-04-11SoldDt
Gross Sales Price$76,959GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$53,100CostOrOtherBasisAmt
Gain Or Loss$23,859GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$23,859GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$23,859CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$332InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$332SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$332TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$332TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSANFORD SPITZERIndividualWithBooksNm
Phone3149912817PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12217 CROYDON WALKAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63131ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
SANFORD J SPITZER
2217 CROYDON WALKST LOUISMO63131PRES/TREAS/DIR1.00$0$0$0
GLORIA F SPITZER
2217 CROYDON WALKST LOUISMO63131VP/SEC/DIR1.00$0$0$0
LINDA SPITZER GAVATIN
720 FAIRWAYS CIRCLEST LOUISMO63141DIRECTOR1.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Tax Based On Investment Income$332TaxBasedOnInvestmentIncomeAmt
Total Tax$332TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH FEDERATION OF ST LOUIS
2 MILLSTONE CAMPUSST LOUISMO63146501c3AID TO NEEDY$7,200
WASHINGTON UNIVERSITY - ELIOT SOCIETY
ONE BROOKINGS DR BOX 1210ST LOUISMO63130501C3SCHOLARSHIP$5,000
JEWISH COMMUNITY CENTER NEW JEWISH THEATRE
12 MILLSTONE CAMPUS DRST LOUISMO63146501C3RELIGIOUS VALUES$14,800
SHAAREI SHAMYIM CONGREGATION
PO BOX 55061MADISONWI53705501C3RELIGIOUS VALUES$500
HADASSAH-KEEPERS OF THE GATE
50 W 58TH ST PO BOX 745NEW YORKNY101010745501C3RELIGIOUS VALUES$1,000
SCHOLARSHIP FOUNDATION
6825 CLAYTON AVEST LOUISMO63139501c3SCHOLARSHIP$1,500
ST LOUIS HOLOCAUST FOUNDATION
12 MILLSTONE CAMPUSST LOUISMO63146501c3RELIGIOUS VALUES$1,300
JEWISH FAMILY & CHILDREN'S SERVICE - PANTRY
10950 SCHUETZ RDST LOUISMO63146501C3AID FOR NEEDY$5,000
DONALD DANFORTH PLANT SCIENCE CENTER
975 NORTH WARSON RDST LOUISMO63132501C3RESEARCH$5,000
CANCER SUPPORT COMMUNITY OF GREATER ST LOUIS
1058 OLD DES PERES RDST LOUISMO63131501C3MEDICAL RESEARCH$1,000
KOL RINAH CONGREGATION
9701 MARYLAND AVEST LOUISMO63105501C3RELIGIOUS VALUES$500
GATEWAYS TO HOPE
425 NEW BALLAS ROAD 380ST LOUISMO63141501C3RESEARCH$1,500
ST LOUIS JEWISH LIGHT
PO BOX 78369ST LOUISMO63178501C3RELIGIOUS VALUES$800
MISSOURI BAPTIST HOSPITAL FOUNDATION
3015 NEW BALLAS ROADST LOUISMO63131501C3MEDICAL RESEARCH$1,000
TEMPLE ISRAEL
918 GIBSON STSCRANTONPA18510501C3RELIGIOUS VALUES$500
MIROWITZ JEWISH COMMUNITY SCHOOL FOUNDATION
348 S MASON RDST LOUISMO63141501C3RELIGIOUS VALUES$28,600
CROWN CENTER (MEALS ON WHEELS)
8350 DELCREST DRST LOUISMO63124501C3AID FOR NEEDY$2,000
AGUDITH ACHIM CONGREGATION
2117 UNION STREETSCHENECTADYNY12309501C3RELIGIOUS VALUES$500
BARNES JEWISH HOSPITAL FOUNDATION
1001 HIGHLANDS PLAZA DRST LOUISMO63110501C3MEDICAL RESEARCH$17,500
MO TORAH INSTITUTE
1809 CLARKSON RDCHESTERFIELDMO63017501C3RELIGIOUS VALUES$500
EVANS SCHOLARS FOUNDATION
2501 PATRIOT BLVDGLENVIEWIL60026501C3AID FOR NEEDY$1,000
B'NAI AMOONA LIPNIK FOUNDATION OF CONSERVATIVE JUDAISM
324 SOUTH MASON RDST LOUISMO63141501C3RELIGIOUS VALUES$5,000
UNITED WAY OF GREATER ST LOUIS
910 N 11TH STREETST LOUISMO63101501C3AID FOR NEEDY$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$102,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$186ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$204ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$204TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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