PRUFROCK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PRUFROCK FOUNDATION (EIN 46-1586470)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-20
- IRS object ID
- 202112939349100906
- Schema version
- 2020v4.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-20T14:27:56-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 |
| Business Name Line2 | C/O CHARLES A LOWENHAUPT | BusinessNameLine2Txt |
| 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 | CHARLES A LOWENHAUPT | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3146809207 | PhoneNum |
| Signature | 2021-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | LOWENHAUPT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN KRUEGER CPA | PreparerPersonNm |
| PTIN | P01688871 | PTIN |
| Phone | 3145693333 | PhoneNum |
| Preparation | 2021-10-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,576,476 | 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 | $26,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,859 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $359,479 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,097 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,956 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,540 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,540 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $423 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $423 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,845 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,845 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,155 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,220,388 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,271,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,042,186 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $599,422 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $511,581 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $517,135 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,819,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,800,015 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,576,476 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $1,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | 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 | $1,819,867 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,799,015 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,819,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,799,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,819,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,800,015 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,819,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,799,015 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,799,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (63 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 37.937 SHS NEW PERSPECTIVE FUND | 2013-12-26 | 2020-01-21 | $1,845 | $1,415 | $430 | $430 | |
| 289.367 SHS INTERMEDIATE BOND FU ICA CLASS F3 | 2013-01-31 | 2020-03-02 | $3,982 | $3,958 | $24 | $24 | |
| 11.246 SHS AMERICAN HIGH-INCOME SS F3 | 2019-04-30 | 2020-04-24 | $99 | $115 | -$16 | -$16 | |
| 35.625 SHS AMERICAN HIGH-INCOME SS F3 | 2019-06-28 | 2020-04-24 | $314 | $362 | -$48 | -$48 | |
| 36.905 SHS AMERICAN HIGH-INCOME SS F3 | 2019-07-31 | 2020-04-24 | $325 | $373 | -$48 | -$48 | |
| 39.524 SHS AMERICAN HIGH-INCOME SS F3 | 2019-12-31 | 2020-04-24 | $348 | $348 | $0 | $0 | |
| 36.396 SHS AMERICAN HIGH-INCOME SS F3 | 2019-05-31 | 2020-04-24 | $320 | $366 | -$46 | -$46 | |
| 36.506 SHS AMERICAN HIGH-INCOME SS F3 | 2020-01-31 | 2020-04-24 | $321 | $321 | $0 | $0 | |
| 14.027 SHS AMERICAN HIGH-INCOME SS F3 | 2019-09-04 | 2020-04-24 | $123 | $132 | -$9 | -$9 | |
| 23.193 SHS AMERICAN HIGH-INCOME SS F3 | 2019-08-30 | 2020-04-24 | $204 | $232 | -$28 | -$28 | |
| 37.265 SHS AMERICAN HIGH-INCOME SS F3 | 2019-09-30 | 2020-04-24 | $328 | $371 | -$43 | -$43 | |
| 12.983 SHS AMERICAN HIGH-INCOME SS F3 | 2019-10-31 | 2020-04-24 | $114 | $129 | -$15 | -$15 | |
| 13.172 SHS CAPITAL WORLD BOND F F3 | 2019-09-23 | 2020-04-24 | $260 | $268 | -$8 | -$8 | |
| 12.757 SHS CAPITAL WORLD BOND F F3 | 2019-06-21 | 2020-04-24 | $252 | $258 | -$6 | -$6 | |
| 4.644 SHS CAPITAL WORLD BOND F F3 | 2019-12-18 | 2020-04-24 | $92 | $94 | -$2 | -$2 | |
| 13.292 SHS CAPITAL WORLD BOND F F3 | 2019-12-18 | 2020-04-24 | $263 | $268 | -$5 | -$5 | |
| 2.724 SHS CAPITAL WORLD BOND F F3 | 2019-12-18 | 2020-04-24 | $54 | $55 | -$1 | -$1 | |
| 286.206 SHS NEW PERSPECTIVE FUND | 2019-12-23 | 2020-04-24 | $12,044 | $13,457 | -$1,413 | -$1,413 | |
| 580.72 SHS NEW PERSPECTIVE FUND | 2019-12-23 | 2020-04-24 | $24,437 | $27,305 | -$2,868 | -$2,868 | |
| 132.201 SHS INTERMEDIATE BOND FU ICA CLASS F3 | 2013-01-31 | 2020-04-24 | $1,843 | $1,808 | $35 | $35 | |
| 6740.72 SHS INTERMEDIATE BOND FU ICA CLASS F3 | 2013-01-31 | 2020-04-24 | $94,100 | $92,212 | $1,888 | $1,888 | |
| 268.457 SHS NEW PERSPECTIVE FUND | 2013-12-26 | 2020-04-24 | $11,297 | $10,012 | $1,285 | $1,285 | |
| 162.35 SHS CAPITAL WORLD BOND F F3 | 2013-01-31 | 2020-04-24 | $3,210 | $3,419 | -$209 | -$209 | |
| 9.447 SHS NEW WORLD FUND CLASS | 2019-12-23 | 2020-05-06 | $562 | $562 | $0 | $0 | |
| 9.447 SHS NEW WORLD FUND CLASS | 2019-12-23 | 2020-05-06 | $562 | $562 | $0 | $0 | |
| 22.022 SHS SMALLCAP WORLD FUND | 2019-12-24 | 2020-05-06 | $1,156 | $1,156 | $0 | $0 | |
| 9.21 SHS SMALLCAP WORLD FUND | 2019-12-24 | 2020-05-06 | $483 | $483 | $0 | $0 | |
| 1.847 SHS THE GROWTH FUND OF A SS F3 | 2019-12-23 | 2020-05-06 | $91 | $91 | $0 | $0 | |
| 1.618 SHS THE GROWTH FUND OF A SS F3 | 2019-12-23 | 2020-05-06 | $80 | $80 | $0 | $0 | |
| 15.729 SHS THE GROWTH FUND OF A SS F3 | 2019-12-23 | 2020-05-06 | $778 | $778 | $0 | $0 | |
| 1.847 SHS THE GROWTH FUND OF A SS F3 | 2019-12-23 | 2020-05-06 | $91 | $91 | $0 | $0 | |
| 1.618 SHS THE GROWTH FUND OF A SS F3 | 2019-12-23 | 2020-05-06 | $80 | $80 | $0 | $0 | |
| 15.729 SHS THE GROWTH FUND OF A SS F3 | 2019-12-23 | 2020-05-06 | $778 | $778 | $0 | $0 | |
| 87.802 SHS NEW PERSPECTIVE FUND | 2013-12-26 | 2020-05-06 | $3,753 | $3,275 | $478 | $478 | |
| 141.215 SHS NEW PERSPECTIVE FUND | 2013-12-26 | 2020-05-06 | $6,036 | $5,267 | $769 | $769 | |
| 39.452 SHS NEW PERSPECTIVE FUND | 2013-12-26 | 2020-05-06 | $1,686 | $1,471 | $215 | $215 | |
| 7.135 SHS SMALLCAP WORLD FUND | 2018-05-18 | 2020-05-06 | $375 | $419 | -$44 | -$44 | |
| 40.288 SHS NEW WORLD FUND CLASS | 2018-12-21 | 2020-07-13 | $2,868 | $2,249 | $619 | $619 | |
| 37.306 SHS NEW WORLD FUND CLASS | 2018-12-21 | 2020-07-13 | $2,656 | $2,083 | $573 | $573 | |
| 33.952 SHS SMALLCAP WORLD FUND | 2018-05-18 | 2020-07-13 | $2,093 | $1,992 | $101 | $101 | |
| 19.121 SHS NEW PERSPECTIVE FUND | 2013-12-26 | 2020-07-20 | $991 | $713 | $278 | $278 | |
| 1.059 SHS SMALLCAP WORLD FUND | 2018-05-18 | 2020-07-20 | $68 | $62 | $6 | $6 | |
| 7.822 SHS NEW PERSPECTIVE FUND | 2013-12-26 | 2020-08-24 | $423 | $292 | $131 | $131 | |
| 55.525 SHS NEW PERSPECTIVE FUND | 2013-12-26 | 2020-09-14 | $3,000 | $2,071 | $929 | $929 | |
| 23.023 SHS SMALLCAP WORLD FUND | 2018-05-18 | 2020-10-21 | $1,612 | $1,351 | $261 | $261 | |
| 44.257 SHS NEW PERSPECTIVE FUND | 2013-12-26 | 2020-11-09 | $2,521 | $1,651 | $870 | $870 | |
| 1.374 SHS NEW WORLD FUND CLASS | 2018-12-21 | 2020-11-09 | $111 | $77 | $34 | $34 | |
| 20.498 SHS SMALLCAP WORLD FUND | 2018-05-18 | 2020-11-09 | $1,469 | $1,202 | $267 | $267 | |
| 2.685 SHS NEW PERSPECTIVE FUND | 2013-12-26 | 2020-11-16 | $155 | $100 | $55 | $55 | |
| 3.274 SHS NEW WORLD FUND CLASS | 2018-12-21 | 2020-11-16 | $268 | $183 | $85 | $85 | |
| 30.78 SHS CAPITAL INCOME BUILD 3 | 2019-09-12 | 2020-12-16 | $1,947 | $1,883 | $64 | $64 | |
| 30.4 SHS CAPITAL INCOME BUILD 3 | 2019-06-12 | 2020-12-16 | $1,922 | $1,839 | $83 | $83 | |
| 30.657 SHS CAPITAL INCOME BUILD 3 | 2019-03-13 | 2020-12-16 | $1,939 | $1,829 | $110 | $110 | |
| 21.585 SHS CAPITAL INCOME BUILD 3 | 2016-12-23 | 2020-12-16 | $1,365 | $1,243 | $122 | $122 | |
| 1.716 SHS CAPITAL INCOME BUILD 3 | 2016-12-23 | 2020-12-16 | $109 | $99 | $10 | $10 | |
| 32.002 SHS CAPITAL INCOME BUILD 3 | 2016-06-15 | 2020-12-16 | $2,024 | $1,829 | $195 | $195 | |
| 33.054 SHS CAPITAL INCOME BUILD 3 | 2016-03-16 | 2020-12-16 | $2,090 | $1,879 | $211 | $211 | |
| 1.286 SHS CAPITAL INCOME BUILD 3 | 2015-12-22 | 2020-12-16 | $81 | $71 | $10 | $10 | |
| 33.94 SHS CAPITAL INCOME BUILD 3 | 2015-12-22 | 2020-12-16 | $2,146 | $1,886 | $260 | $260 | |
| 8.392 SHS CAPITAL INCOME BUILD 3 | 2018-12-21 | 2020-12-16 | $531 | $464 | $67 | $67 | |
| 32.646 SHS CAPITAL INCOME BUILD 3 | 2018-12-21 | 2020-12-16 | $2,065 | $1,806 | $259 | $259 | |
| 1403.884 SHS CAPITAL INCOME BUILD 3 | 2013-01-31 | 2020-12-16 | $88,782 | $76,157 | $12,625 | $12,625 | |
| CAPITAL GAINS DIVIDENDS | $63,557 | $63,557 | $63,557 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,097 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,140 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,140 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $540 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,140 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | ||||||||
| 10 S BROADWAY SUITE 550 | SAINT LOUIS | MO | 63102 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS S CARNAHAN | ||||||||
| 10 S BROADWAY SUITE 550 | SAINT LOUIS | MO | 63102 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHARLES A LOWENHAUPT | ||||||||
| 10 S BROADWAY SUITE 550 | SAINT LOUIS | MO | 63102 | 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 | $2,210,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,211,123 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,211,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,177,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,140 | TotalTaxAmt |
| Distributable Before Adj | $107,758 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $107,758 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $107,758 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,845 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,845 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $102,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,758 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $102,845 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $102,845 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $107,758 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALIGHT | |||||||
| 615 1ST AVENUE STE 500 | MINNEAPOLIS | MN | 55413 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| AMNESTY INTERNATIONAL | |||||||
| 5 PENN PLAZA 16TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| ARCH CITY DEFENDERS INC | |||||||
| 440 N 4TH STREET STE 550 | ST LOUIS | MO | 63102 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| CARE TO LEARN | |||||||
| 411 N SHERMAN PARKWAY | SPRINGFIELD | MO | 65802 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| CASA | |||||||
| 105 S CENTRAL AVE | SAINT LOUIS | MO | 63015 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| CENTER OF CREATIVE ARTS | |||||||
| 524 TRINITY AVE | SAINT LOUIS | MO | 63130 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| CONTEMPORARY ART MUSEUM SAINT LOUIS | |||||||
| 3750 WASHINGTON BLVD | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| FOOD OUTREACH INC | |||||||
| 3117 OLIVE ST | SAINT LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DRIVE FOREST PARK | SAINT LOUIS | MO | 631121095 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| FORSYTH SCHOOL | |||||||
| 6235 WYDOWN BLVD | SAINT LOUIS | MO | 63105 | NONE | PC | GENERAL OPERATING FUNDS | $7,000 |
| 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 |
| LITTLE BIT FOUNDATION | |||||||
| 516 HANLEY INDUSTRIAL COURT | SAINT LOUIS | MO | 63144 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| MISSOURI BOTANICAL GARDENS | |||||||
| PO BOX 299 | SAINT LOUIS | MO | 63166 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| NATIONAL PUBLIC RADIO INC | |||||||
| 1111 NORTH CAPITAL ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| OPERATION FOOD SEARCH | |||||||
| 6282 OLIVE BLVD | SAINT LOUIS | MO | 63130 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| SAINT LOUIS ART MUSEUM FOUNDATION | |||||||
| ONE FINE ARTS DRIVE FOREST PARK | SAINT LOUIS | MO | 631101380 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| SAINT LOUIS PUBLIC LIBRARY FOUNDATION | |||||||
| 1415 OLIVE ST | SAINT LOUIS | MO | 63013 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| SAINT LOUIS PUBLIC SCHOOL FOUNDATION | |||||||
| 801 N 11TH ST | SAINT LOUIS | MO | 63101 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| SAINT LOUIS ZOO FOUNDATION | |||||||
| ONE GOVERNMENT DRIVE | SAINT LOUIS | MO | 631101395 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| THE FOUNDATION FOR BARNES-JEWISH HOSPITAL | |||||||
| 1001 HIGHLANDS PLAZA DR W STE | SAINT LOUIS | MO | 63110 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| THE SCHOLARSHIP FOUNDATION OF ST LOUIS | |||||||
| 6825 CLAYTON AVENUE STE 100 | SAINT LOUIS | MO | 63139 | NONE | PC | GENERAL OPERATING FUNDS | $345 |
| UNITED NATIONS FOUNDATION INC - HUMAN RIGHTS COUNCIL | |||||||
| 1750 PENNSYLVANIA AVENUE NW STE 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING FUNDS | $4,000 |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| ST LOUIS AREA FOOD BANK | |||||||
| 70 CORPORATE WOODS DRIVE | BRIDGETON | MO | 63044 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| ST LOUIS COMMUNITY FOUNDATION | |||||||
| 2 OAK KNOLL PARK | ST LOUIS | MO | 63105 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| EMPLOYMENT CONNECTION OF STL | |||||||
| 2838 MARKET ST | ST LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| GREAT RIVERS GREENWAY FOUNDATION | |||||||
| 6174A DELMAR BLVD | ST LOUIS | MO | 63112 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| HEIFER PROJECT INTERNATIONAL INC | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| HUMANE SOCIETY OF MISSOURI | |||||||
| 1201 MACKLIND AVE | ST LOUIS | MO | 63110 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| MICDS (MARY INSTITUTE OF ST LOUIS COUNTY DAY SCHOOL) | |||||||
| 101 N WARSON RD | ST LOUIS | MO | 63124 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| PULITZER ARTS FOUNDATION | |||||||
| 3716 WASHINGTON BLVD | ST LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| ST LOUIS CHILDREN'S HOSPITAL FOUNDATION | |||||||
| ONE CHILDRENS PLACE | ST LOUIS | MO | 63110 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| WELCOME NEIGHBOR STL (START) | |||||||
| 1049 RIDGEWAY MEADOW DR | ELLISVILLE | MO | 63021 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,845 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,859 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,097 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,956 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,956 | 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 | $3,000 | Amt |
| Net Investment Income | $3,000 | 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 | $511,581 | EOYBookValueAmt |
| EOYFMV | $517,135 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,271,279 | EOYBookValueAmt |
| EOYFMV | $2,042,186 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAPITAL GUARDIAN TRUST COMPANY | $7,840 | $7,840 | $0 |
| ADMINISTRATION FEE (CIBC) | $15,700 | $15,700 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2020 ESTIMATE | CategoryTxt |
| Amt | $423 | Amt |
| Net Investment Income | $423 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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