THE PATRIOT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE PATRIOT FOUNDATION (EIN 43-6763559)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349101764
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T08:41:25-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042694095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITMANGERSON ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BOYLSTON STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436763559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATRIOT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PETER BOARI LGA LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 6177385200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BOYLSTON STREET 510 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024672111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER BOARI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177385200 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | BOARI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD LOBERFELD | PreparerPersonNm |
| PTIN | P00141384 | PTIN |
| Phone | 6177385200 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,588,793 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $236,889 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $69,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $772,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,009,079 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $772,190 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,078,761 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $841,872 | 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 | $15,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,921 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,921 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $80 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,021,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,021,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,054,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,021,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$975,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $809,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,598,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,588,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,588,793 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,965,756 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $5,564,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,588,793 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,588,793 | 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 | $5,564,333 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,588,793 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,564,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,588,793 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,564,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,588,793 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,564,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$975,540 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,588,793 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,588,793 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 500 ACCENTURE | 2011-04-25 | 2021-01-12 | $130,032 | $28,231 | $101,801 | $101,801 |
| 1100 APPLE | 2011-04-25 | 2021-01-12 | $141,270 | $13,865 | $127,405 | $127,405 |
| 1200 DANAHER | 2017-09-07 | 2021-01-12 | $293,252 | $101,424 | $191,828 | $191,828 |
| 1493 LINCOLN ELECT | 2011-04-25 | 2021-01-12 | $180,921 | $57,287 | $123,634 | $123,634 |
| 1800 NIKE CLASS B | 2011-04-25 | 2021-01-12 | $263,604 | $36,082 | $227,522 | $227,522 |
| 500K USTN 7/31/21 | 2018-09-07 | 2021-07-31 | $500,000 | $500,000 | $0 | $0 |
| 500K USTN 9/30/21 | 2018-09-07 | 2021-09-30 | $500,000 | $500,000 | $0 | $0 |
| 500K USTN 10/31/21 | 2018-09-07 | 2021-10-31 | $500,000 | $500,000 | $0 | $0 |
| 500K USTN 1/31/21 | 2018-09-07 | 2021-01-31 | $500,000 | $500,000 | $0 | $0 |
| 500K USTN 4/30/21 | 2018-09-07 | 2021-04-30 | $500,000 | $500,000 | $0 | $0 |
| 500K USTN 12/31/21 | 2018-09-07 | 2021-12-31 | $500,000 | $500,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $772,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,771 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,771 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,519 | OverpaymentAmt |
| Applied To ES Tax | $4,519 | 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 | PETER D BOARI CPA CO LGA LLP | IndividualWithBooksNm |
| Phone | 6177385200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BOYLSTON STREET SUITE 510 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024672111 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER D BOARI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BOYLSTON STREET SUITE 510 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,907,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,822,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,729,442 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,729,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,643,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $282,175 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $282,175 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,252 | TotalTaxAmt |
| Distributable Before Adj | $270,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $270,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $270,923 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,021,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,021,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $270,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,512,897 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,357,340 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,520,327 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,746,515 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,853,242 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,990,321 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,021,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $270,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,750,977 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,741,298 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,512,897 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,228,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,357,340 | ExcessFromYear4Amt |
| Excess From Year3 | $1,520,327 | ExcessFromYear3Amt |
| Excess From Year2 | $1,746,515 | ExcessFromYear2Amt |
| Excess From Year1 | $1,853,242 | ExcessFromYear1Amt |
| Excess From Current Year | $1,750,977 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| 20 JAY STREET STE 732 | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $10,000 |
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $25,000 |
| ARAVA INSTITUTE FOR ENVIRONMENTAL STUDIES | |||||||
| 1320 CENTRE ST SUITE 206 | NEWTON CENTRE | MA | 02459 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $6,600 |
| ARCHCITY DEFENDERS | |||||||
| 440 N 4TH STREET STE 390 | ST LOUIS | MO | 63102 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $40,000 |
| CATHOLIC LEGAL ASSISTANCE MINISTRY | |||||||
| 100 N TUCKER BLVD | ST LOUIS | MO | 63101 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $5,000 |
| CORPORATE ACCOUNTABILITY | |||||||
| 10 MILK STREET ST 610 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $100,000 |
| GATEWAY HUMAN TRAFFICKING | |||||||
| 16105 SWINGLEY RIDGE ROAD | CHESTERFIELD | MO | 63017 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $5,000 |
| GREEN AMERICA | |||||||
| 1612 K STREET NW STE 600 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $15,000 |
| HAND IN HAND USA | |||||||
| 710 ST JOSEPH S DR | OAK BROOK | IL | 60523 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $18,000 |
| HARVEY KORNBLOOM JEWISH FOOD PANTRY | |||||||
| 10601 BAUR BLVD | ST LOUIS | MO | 63132 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $15,000 |
| HIAS | |||||||
| 411 FIFTH AVENUE STE 1006 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $18,000 |
| INTERFAITH COMMITTEE ON LATIN AMERICA | |||||||
| 5021 ADKINS AVE RM 122 | ST LOUIS | MO | 63116 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $10,000 |
| J STREET EDUCATION FUND | |||||||
| 205 W RANDOLPH ST 740 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $6,800 |
| JEWISH FAMILY SERVICES OF ST LOUIS | |||||||
| 10950 SCHUETZ RD | ST LOUIS | MO | 63146 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $20,000 |
| JEWISH FEDERATION OF ST LOUIS | |||||||
| 12 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $18,000 |
| NEW ISRAEL FUND | |||||||
| 437 NEWTONVILLE AVE 4 | NEWTONVILLE | MA | 02460 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $68,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICAN INC | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $12,000 |
| RECONSTRUCTING JUDAISM | |||||||
| 1299 CHURCH ROAD | WYNCOTE | PA | 19095 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $1,086,000 |
| SAUL MIROWITZ JEWISH COMMUNITY SCHOOL | |||||||
| 348 SOUTH MASON ROAD | ST LOUIS | MO | 63141 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $362,500 |
| ST LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 NORTH GRAND BOULEVARD | ST LOUIS | MO | 63103 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $10,000 |
| THE SAMFUND | |||||||
| 89 SOUTH STREET STE LL02 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $7,500 |
| THE ST LOUIS AREA FOOD BANK | |||||||
| 70 CORPORATE WOODS DRIVE | BRIDGETON | MO | 63044 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $10,000 |
| TRUAH | |||||||
| 266 W 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $15,000 |
| LEADMO MITCHELL STILLE | |||||||
| 3407 S JEFFERSON AVE 151 | ST LOUIS | MO | 63118 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $10,000 |
| GEORGIA ALLIANCE EDUCATION FUND INC | |||||||
| PO BOX 170495 | ATLANTA | GA | 30317 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $50,000 |
| JEWISH COMMUNITY CENTER OF MID-WESTCHESTER COUNTY | |||||||
| 999 WILMOT ROAD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $5,000 |
| WEPOWER ST LOUIS | |||||||
| 20 S SARAH STREET | ST LOUIS | MO | 63108 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $5,000 |
| MISCELLANEOUS 501(C)3 UNDER 5K | |||||||
| 1330 BOYLSTON ST 510 | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $68,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,021,900 | 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 |
| Related Or Exempt Function Incm | $69,682 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $772,190 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $841,872 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $841,872 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE FOUNDATION HOLDS AND MANAGES CONTRIBUTIONS. THE CONTRIBUTIONS ARE INVESTED IN MONEY MARKETS AND SECURITIES. DIVIDENDS AND INTEREST ARE EARNED ON THESE SECURITIES. |
| 8 | FROM TIME TO TIME THE FOUNDATION MAKES DISTRIBUTIONS TO PUBLIC CHARITIES. THE FOUNDATION SELLS THE ASSETS, CREATING A CAPITAL GAIN OR LOSS. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SF TRST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18152 EDISON AVE 200 | AddressLine1Txt |
| City | CHESTERFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $236,889 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500SHS ACCENTURE 1100SHS APPLE 1200SHS DANAHER, 1493SHS LINCOLN ELEC INC, 1800SHS NIKE | NoncashPropertyDesc |
| Fair Market Value | $1,009,079 | FairMarketValueAmt |
| Received | 2021-01-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - ACCOUNTING | CategoryTxt |
| Amt | $15,400 | Amt |
| Net Investment Income | $15,400 | 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 |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $16,908 | $16,908 | $0 |
| COMMERCE TRUST COMPANY -BANK FEES | $13 | $13 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $52 | $52 | $0 |
| EXCISE TX | $28 | $28 | $0 |