PRUFROCK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PRUFROCK FOUNDATION (EIN 46-1586470)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349104657
- Schema version
- 2024v5.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T15:33:06-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN KRUEGER CPA | PreparerPersonNm |
| PTIN | P01688871 | PTIN |
| Phone | 3145693333 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,352,335 | 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 | $49,571 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,571 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,807 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $330,891 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,807 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $174,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,378 | 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 | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,908 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,908 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,164 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,164 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,749 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $135,144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $135,144 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,432,840 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,327,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,779,628 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $464,955 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $483,882 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $437,563 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,920,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,946,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,352,335 | 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 | $1,920,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,946,253 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,920,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,946,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,920,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,946,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,920,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,947,683 | SubtotalAmt |
| Other Decreases | $1,430 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,946,253 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 37.546 AMERICAN MUTUAL FUND CLASS F3 | 2024-03-13 | 2024-04-17 | $1,951 | $2,009 | -$58 | -$58 | |
| 28.446 AMERICAN CAPITAL INCOME BUILDER FUND CLASS F3 | 2024-09-16 | 2024-10-27 | $2,076 | $2,079 | -$3 | -$3 | |
| 40.879 AMERICAN MUTUAL FUND CLASS F3 | 2022-04-21 | 2024-01-18 | $2,076 | $2,169 | -$93 | -$93 | |
| 929.541 AMERICAN MUTUAL FUND CLASS F3 | 2022-04-21 | 2024-04-09 | $50,000 | $49,321 | $679 | $679 | |
| 35.081 AMERICAN MUTUAL FUND CLASS F3 | 2022-04-21 | 2024-07-17 | $1,972 | $1,861 | $111 | $111 | |
| 39.634 AMERICAN MUTUAL FUND CLASS F3 | 2022-04-21 | 2024-10-17 | $2,377 | $2,103 | $274 | $274 | |
| 971.541 AMERICAN CAPITAL INCOME BUILDER FUND CLASS F3 | 2022-04-21 | 2024-10-29 | $70,913 | $66,249 | $4,664 | $4,664 | |
| 13.64 AMERICAN CAPITAL INCOME BUILDER FUND CLASS F3 | 2023-06-12 | 2024-10-29 | $996 | $941 | $55 | $55 | |
| 13.911 AMERICAN CPAITAL INCOME BUILDER FUND CLASS F3 | 2023-06-12 | 2024-10-29 | $1,015 | $951 | $64 | $64 | |
| 370.943 AMERICAN NEW PERSPECTIVE FUND CLASS F3 | 2022-12-16 | 2024-10-29 | $24,412 | $17,839 | $6,573 | $6,573 | |
| 134.82 AMERICAN NEW PERSPECTIVE FUND CLASS F3 | 2022-12-16 | 2024-10-29 | $8,873 | $6,483 | $2,390 | $2,390 | |
| 22.022 AMERICAN SMALL CAP WORLD FUND CLASS F3 | 2020-04-24 | 2024-10-29 | $1,569 | $1,269 | $300 | $300 | |
| 9.21 AMERICAN SMALL CAP WORLD FUND CLASS F3 | 2020-04-24 | 2024-10-29 | $656 | $531 | $125 | $125 | |
| 62.51 AMERICAN SMALL CAP WORLD FUND CLASS F3 | 2021-12-17 | 2024-10-29 | $4,454 | $4,912 | -$458 | -$458 | |
| 6.06 AMERICAN SMALL CAP WORLD FUND CLASS F3 | 2022-12-16 | 2024-10-29 | $432 | $353 | $79 | $79 | |
| 1013.763 AMERICAN NEW PERSEPCTIVE FUND CLASS F3 | 2013-01-31 | 2024-10-29 | $66,716 | $33,212 | $33,504 | $33,504 | |
| 55.719 AMERICAN SMALL CAP WORLD FUND CLASS F3 | 2018-05-18 | 2024-10-29 | $3,970 | $3,268 | $702 | $702 | |
| 193.356 AMERICAN SMALL CAP WORLD FUND CLASS F3 | 2018-11-12 | 2024-10-29 | $13,919 | $10,534 | $3,385 | $3,385 | |
| CAPITAL GAINS DIVIDENDS | $72,514 | $72,514 | $72,514 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,807 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,915 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,915 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,753 | 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 | $1,753 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $162 | TaxDueAmt |
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 | $2,279,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,356,264 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,356,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,344 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,320,920 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,046 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,046 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,915 | TotalTaxAmt |
| Distributable Before Adj | $114,131 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,131 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,131 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,164 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,164 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,131 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $105,914 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,164 | QualifyingDistributionsAmt |
| Applied To Year1 | $105,914 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,250 | 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 | $109,881 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEYOND HOUSING | |||||||
| 6506 WRIGHT WAY | PINE LAWN | MO | 63121 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| CENTER OF CREATIVE ARTS | |||||||
| 6880 WASHINGTON AVE | SAINT LOUIS | MO | 63130 | NONE | PC | GENERAL OPERATING FUNDS | $1,750 |
| 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 | $2,000 |
| 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 | $1,500 |
| INTERNATIONAL MENTORING PROGRAM OF ST LOUIS (IMP) | |||||||
| 513 EAGLESRIDGE DR | WILDWOOD | MO | 63021 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| JOHN BURROUGHS SCHOOL | |||||||
| 755 S PRICE RD | ST LOUIS | MO | 63124 | NONE | PC | GENERAL OPERATING FUNDS | $12,500 |
| MICDS (MARY INSTITUTE OF ST LOUIS COUNTY DAY SCHOOL) | |||||||
| 101 N WARSON RD | ST LOUIS | MO | 63124 | NONE | PC | GENERAL OPERATING FUNDS | $6,000 |
| 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 |
| 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 | $1,000 |
| SAINT LOUIS SERVICE BUREAU | |||||||
| 9773 CLAYTON RD | SAINT LOUIS | MO | 63124 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| SAINT LOUIS ZOO FOUNDATION | |||||||
| ONE GOVERNMENT DRIVE | SAINT LOUIS | MO | 631101395 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| ST LOUIS AREA FOOD BANK | |||||||
| 70 CORPORATE WOODS DRIVE | BRIDGETON | MO | 63044 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| THE BARNES-JEWISH HOSPITAL FOUNDATION | |||||||
| 1001 HIGHLANDS PLAZA DR W STE | SAINT LOUIS | MO | 63110 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| UNITED NATIONS FOUNDATION INC - HUMAN RIGHTS COUNCIL | |||||||
| 1750 PENNSYLVANIA AVENUE NW STE 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING FUNDS | $2,414 |
| WELCOME NEIGHBOR STL (START) | |||||||
| 3672 ARSENAL STREET | ST LOUIS | MO | 63116 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| ACLU OF MISSOURI FOUNDATION | |||||||
| 906 OLIVE ST SUITE 1130 | ST LOUIS | MO | 63101 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| ARCH GRANTS | |||||||
| 2315 LOCUST STREET SUITE 2B | ST LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| LUCY BURNS INSTITUTE DBA BALLOTPEDIA | |||||||
| 8383 GREENWAY BLVD SUITE 600 | MIDDLETON | WI | 53562 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| CARNAHAN POLICY CENTER | |||||||
| 1703 FONTENAY PL | WILMINGTON | NC | 28405 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,164 | 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 | $49,571 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,807 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,378 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,378 | 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 | $3,700 | Amt |
| Net Investment Income | $3,700 | 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 | $483,882 | EOYBookValueAmt |
| EOYFMV | $437,563 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,327,227 | EOYBookValueAmt |
| EOYFMV | $1,779,628 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK BASIS ADJUSTMENT | Desc |
| Amt | $1,430 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISSOURI BIENNIAL REGISTRATION | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAPITAL GUARDIAN TRUST COMPANY | $8,384 | $8,384 | $0 |
| ADMINISTRATION FEE (CIBC) | $24,524 | $24,524 | $0 |
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