PRUFROCK FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PRUFROCK FOUNDATION (EIN 46-1586470)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-09
IRS object ID
202021919349100527
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-09T11:44:30-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431764273PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SFW PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11610 DES PERES RD SUITE 300AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631311891ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461586470EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PRUFROCK FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CHARLES A LOWENHAUPTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPRUFBusinessNameControlTxt
Phone3146809207PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 S BROADWAY SUITE 550AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES A LOWENHAUPTPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone3146809207PhoneNum
Signature2020-07-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRYAN KRUEGER CPAPreparerPersonNm
PTINP01688871PTIN
Phone3145693333PhoneNum
Preparation2020-07-02PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,174,387FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$42,796DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,796DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,910NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$175,932GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,910CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$80,706TotalRevAndExpnssAmt
Total Net Invst Incm$80,706TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$11,512LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$11,512LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,225OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,225OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$704TaxesRevAndExpnssAmt
Taxes Net Invst Incm$704TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,441TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,441TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$102,346ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$102,346ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$124,787TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,441TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$102,346TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$44,081ExcessRevenueOverExpensesAmt
Net Investment Income$58,265NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$27SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$57SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$57SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,163,957CorporateStockBOYAmt
Corporate Stock EOY$1,220,388CorporateStockEOYAmt
Corporate Stock EOYFMV$1,589,009CorporateStockEOYFMVAmt
Corporate Bonds BOY$699,964CorporateBondsBOYAmt
Corporate Bonds EOY$599,422CorporateBondsEOYAmt
Corporate Bonds EOYFMV$585,321CorporateBondsEOYFMVAmt
Total Assets BOY$1,863,948TotalAssetsBOYAmt
Total Assets EOY$1,819,867TotalAssetsEOYAmt
Total Assets EOYFMV$2,174,387TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,863,948RetainedEarningBOYAmt
Retained Earning EOY$1,819,867RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,863,948TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,819,867TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,863,948TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,819,867TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,863,948TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$44,081ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,819,867SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,819,867TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (67 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
10.77 SHS AMERICAN HIGH INCOME TRUST CL F3P2018-03-162019-03-01$109$110-$1-$1
16.00 SHS AMERICAN HIGH INCOME TRUST CL F3P2018-03-162019-03-11$161$160$1$1
1.18 SHS CAPITAL WORLD BOND FUND CL F3P2018-03-162019-03-01$23$24-$1-$1
2.12 SHS CAPITAL WORLD BOND FUND CL F3P2018-03-162019-03-11$41$43-$2-$2
72.37 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3P2019-01-312019-03-01$958$960-$2-$2
187.63 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3P2013-05-062019-03-01$2,484$2,574-$90-$90
360.28 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3P2013-05-062019-03-11$4,788$4,943-$155-$155
42.38 SHS NEW PERSPECTIVE FUND CL F3P2013-12-262019-01-24$1,681$1,581$100$100
0.25 SHS NEW WORLD FUND CL F3P2013-01-312019-03-01$16$14$2$2
2.70 SHS AMERICAN HIGH INCOME TRUST CL F3P2018-09-282019-04-22$28$28$0$0
2.20 SHS AMERICAN HIGH INCOME TRUST CL F3P2019-04-302019-05-08$22$23-$1-$1
12.10 SHS AMERICAN HIGH INCOME TRUST CL F3P2019-04-302019-05-16$123$124-$1-$1
6.71 SHS AMERICAN HIGH INCOME TRUST CL F3P2018-09-282019-05-23$68$69-$1-$1
8.96 SHS AMERICAN HIGH INCOME TRUST CL F3P2019-04-302019-06-10$91$92-$1-$1
0.13 SHS CAPITAL WORLD BOND FUND CL F3P2019-03-222019-05-08$3$3$0$0
1.28 SHS CAPITAL WORLD BOND FUND CL F3P2013-01-312019-05-16$25$27-$2-$2
0.68 SHS CAPITAL WORLD BOND FUND CL F3P2019-01-312019-05-23$13$14-$1-$1
1.52 SHS CAPITAL WORLD BOND FUND CL F3P2013-01-312019-06-10$31$32-$1-$1
66.44 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3P2019-03-292019-04-22$886$889-$3-$3
48.90 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3P2019-04-302019-05-08$654$655-$1-$1
277.00 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3P2013-05-062019-05-16$3,712$3,800-$88-$88
141.78 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3P2013-05-062019-05-23$1,904$1,945-$41-$41
210.07 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3P2013-05-062019-06-10$2,839$2,882-$43-$43
1.28 SHS NEW PERSPECTIVE FUND CL F3P2013-12-262019-04-22$56$48$8$8
40.18 SHS NEW PERSPECTIVE FUND CL F3P2013-12-262019-04-25$1,778$1,499$279$279
0.40 SHS NEW PERSPECTIVE FUND CL F3P2013-12-262019-05-08$18$15$3$3
0.56 SHS NEW PERSPECTIVE FUND CL F3P2013-12-262019-05-16$24$21$3$3
0.34 SHS NEW PERSPECTIVE FUND CL F3P2013-12-262019-05-23$14$13$1$1
0.39 SHS NEW PERSPECTIVE FUND CL F3P2013-12-262019-06-10$17$14$3$3
0.42 SHS NEW WORLD DFUND CL F3P2013-01-312019-04-22$28$23$5$5
0.12 SHS NEW WORLD DFUND CL F3P2013-01-312019-05-08$8$7$1$1
0.20 SHS NEW WORLD DFUND CL F3P2013-01-312019-05-16$13$11$2$2
0.00 SHS NEW WORLD DFUND CL F3P2013-01-312019-05-23$0$0
0.33 SHS NEW WORLD DFUND CL F3P2013-01-312019-06-10$22$18$4$4
18.89 SHS AMERICAN HIGH INCOME TRUST CL F3P2018-09-282019-07-19$191$194-$3-$3
3.41 SHS CAPITAL WORLD BOND FUND CL F3P2013-01-312019-07-19$69$72-$3-$3
508.38 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3P2013-05-062019-07-19$6,889$6,975-$86-$86
84.45 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3P2019-06-282019-07-19$1,144$1,146-$2-$2
295.86 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3P2013-05-062019-08-02$4,015$4,059-$44-$44
27.42 SHS NEW PERSPECTIVE FUND CL F3P2013-12-262019-07-19$1,241$1,023$218$218
40.67 SHS NEW PERSPECTIVE FUND CL F3P2013-12-262019-07-25$1,849$1,517$332$332
6.76 SHS NEW WORLD FUND CL F3P2013-01-312019-07-19$465$376$89$89
29.316 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-09-042019-10-09$399$399$0$0
704.898 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2013-05-062019-10-09$9,601$9,671-$70-$70
73.421 SHS INTERMEDIATE BOND FUND ICA CLAS F3P2013-05-062019-10-09$1,000$1,007-$7-$7
45.647 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-08-302019-11-07$618$622-$4-$4
45.647 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-10-312019-11-07$618$624-$6-$6
24.630 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-10-312019-11-07$333$335-$2-$2
21.446 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-09-302019-11-07$290$291-$1-$1
29.316 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-09-042019-10-09$399$399$0$0
45.647 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-08-302019-11-07$618$622-$4-$4
45.647 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-10-312019-11-07$618$624-$6-$6
24.630 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-10-312019-11-07$333$338-$5-$5
21.446 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-09-302019-11-07$290$291-$1-$1
24.630 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-11-292019-12-09$334$339-$5-$5
21.017 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-11-292019-12-09$285$288-$3-$3
19.444 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-11-292019-12-09$263$264-$1-$1
7.870 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-09-302019-12-09$107$107$0$0
42.103 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2019-09-302019-12-09$571$571$0$0
704.898 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2013-05-062019-10-09$9,601$9,671-$70-$70
73.421 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2013-05-062019-10-09$1,000$1,007-$7-$7
3466.680 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2013-05-062019-12-09$46,974$47,562-$588-$588
31.478 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2013-02-282019-12-09$427$432-$5-$5
31.611 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2013-03-282019-12-09$428$433-$5-$5
1742.621 SHS INTERMEDIATE BOND FUND ICA CLASS F3P2013-01-312019-12-09$23,613$23,839-$226-$226
7.048 SHS NEW PERSPECTIVE FUNDP2013-12-262019-12-27$335$263$72$72
CAPITAL GAINS DIVIDENDSP$38,376$38,376$38,376
FieldValueIRS element (for citing)
Capital Gain Net Income$37,910CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$100,632AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,061,800NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048808DistributionYr1Rt
Adjusted Qlfy Distri Yr2$96,227AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,043,190NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047096DistributionYr2Rt
Adjusted Qlfy Distri Yr3$100,284AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,946,717NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051514DistributionYr3Rt
Adjusted Qlfy Distri Yr4$99,850AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,021,222NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049401DistributionYr4Rt
Adjusted Qlfy Distri Yr5$77,628AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,056,814NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037742DistributionYr5Rt
Total Distribution0.234561TotalDistributionRt
Average Distribution0.046912AverageDistributionRt
Net Vl Noncharitable Assets$2,068,550NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$97,040AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$583NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$97,623AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$102,346QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$583InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$583SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$583TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$760EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$760TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$177OverpaymentAmt
Applied To ES Tax$177AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROLYN OHLSENIndividualWithBooksNm
Phone3142415950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 S BROADWAY SUITE 550AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
LISA R CARNAHAN
10 S BROADWAY SUITE 550SAINT LOUISMO63102PRESIDENT1.00$0$0$0
THOMAS S CARNAHAN
10 S BROADWAY SUITE 550SAINT LOUISMO63102TREASURER1.00$0$0$0
CHARLES A LOWENHAUPT
10 S BROADWAY SUITE 550SAINT LOUISMO63102SECRETARY1.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,100,042AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,100,051TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,100,051AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,501CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,068,550NetVlNoncharitableAssetsAmt
Minimum Investment Return$103,428MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$103,428MinimumInvestmentReturnAmt
Tax Based On Investment Income$583TaxBasedOnInvestmentIncomeAmt
Total Tax$583TotalTaxAmt
Distributable Before Adj$102,845DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$102,845DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$102,845DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$102,346ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$102,346QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$583PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$101,763AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$102,845DistributableAsAdjustedAmt
Undistributed Income PY$102,346UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$102,346QualifyingDistributionsAmt
Applied To Year1$102,346AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$102,845UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN REFUGEE COMMITTEE
615 1ST AVENUE STE 500MINNEAPOLISMN55413NONEPCGENERAL OPERATING FUNDS$2,500
ARCH CITY DEFENDERS INC
440 N 4TH STREET STE 550ST LOUISMO63102NONEPCGENERAL OPERATING FUNDS$1,000
CARE TO LEARN
411 N SHERMAN PARKWAYSPRINGFIELDMO65802NONEPCGENERAL OPERATING FUNDS$1,000
CENTER OF CREATIVE ARTS
524 TRINITY AVESAINT LOUISMO63130NONEPCGENERAL OPERATING FUNDS$1,500
CONTEMPORARY ART MUSEUM SAINT LOUIS
3750 WASHINGTON BLVDSAINT LOUISMO63108NONEPCGENERAL OPERATING FUNDS$5,000
FOOD OUTREACH INC
3117 OLIVE STSAINT LOUISMO63103NONEPCGENERAL OPERATING FUNDS$1,000
FOREST PARK FOREVER
5595 GRAND DRIVE FOREST PARKSAINT LOUISMO631121095NONEPCGENERAL OPERATING FUNDS$10,000
FORSYTH SCHOOL
6235 WYDOWN BLVDSAINT LOUISMO63105NONEPCGENERAL OPERATING FUNDS$10,000
FRIENDS OF KWMU INC
3651 OLIVE STSAINT LOUISMO63108NONEPCGENERAL OPERATING FUNDS$1,000
GATEWAY ARCH PARK FOUNDATION
1 S MEMORIAL DR STE 700SAINT LOUISMO63102NONEPCGENERAL OPERATING FUNDS$1,000
INTERNATIONAL INSTITUTE OF ST LOUIS
3401 ARSENAL STSAINT LOUISMO63118NONEPCGENERAL OPERATING FUNDS$5,000
MISSOURI BOTANICAL GARDENS
PO BOX 299SAINT LOUISMO63166NONEPCGENERAL OPERATING FUNDS$1,500
NATIONAL PUBLIC RADIO INC
1111 NORTH CAPITAL ST NEWASHINGTONDC20002NONEPCGENERAL OPERATING FUNDS$1,000
OPERATION FOOD SEARCH
6282 OLIVE BLVDSAINT LOUISMO63130NONEPCGENERAL OPERATING FUNDS$1,000
PROJECT APPLESEED
520 MELLVILLE AVENUESAINT LOUISMO631304505NONEPCGENERAL OPERATING FUNDS$1,000
SAINT LOUIS ART MUSEUM FOUNDATION
ONE FINE ARTS DRIVE FOREST PARKSAINT LOUISMO631101380NONEPCGENERAL OPERATING FUNDS$10,000
SAINT LOUIS PUBLIC LIBRARY FOUNDATION
1415 OLIVE STSAINT LOUISMO63013NONEPCGENERAL OPERATING FUNDS$1,000
SAINT LOUIS PUBLIC SCHOOL FOUNDATION
801 N 11TH STSAINT LOUISMO63101NONEPCGENERAL OPERATING FUNDS$7,000
SAINT LOUIS ZOO FOUNDATION
ONE GOVERNMENT DRIVESAINT LOUISMO631101395NONEPCGENERAL OPERATING FUNDS$1,500
US FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038NONEPCGENERAL OPERATING FUNDS$5,000
CASA
105 S CENTRAL AVESAINT LOUISMO63015NONEPCGENERAL OPERATING FUNDS$1,000
FRIENDS OF NOTRE DAME DE PARIS
1717 PENNSYLVANIA AVE NWWASHINGTONDC20006NONEPCGENERAL OPERATING FUNDS$1,000
THE FOUNDATION FOR BARNES-JEWISH HOSPITAL
1001 HIGHLANDS PLAZA DR W STESAINT LOUISMO63110NONEPCGENERAL OPERATING FUNDS$2,000
KENNEDY CENTER
2700 F ST NWSAINT LOUISMO20566NONEPCGENERAL OPERATING FUNDS$10,000
THE SCHOLARSHIP FOUNDATION OF ST LOUIS
6825 CLAYTON AVENUE STE 100SAINT LOUISMO63139NONEPCGENERAL OPERATING FUNDS$346
RENEW MISSOURI
409 VANDIVER ST BUILDING 5 STE 2015COLUMBIAMO65202NONEPCGENERAL OPERATING FUNDS$1,000
AMNESTY INTERNATIONAL
5 PENN PLAZA 16TH FLNEW YORKNY10001NONEPCGENERAL OPERATING FUNDS$5,000
LITTLE BIT FOUNDATION
516 HANLEY INDUSTRIAL COURTSAINT LOUISMO63144NONEPCGENERAL OPERATING FUNDS$1,000
WASHINGTON UNIVERSITY - AFRICA INITIATIVE
CAMPUS BOX 1082 ONE BROOKINGS DRIVESAINT LOUISMO63130NONEPCGENERAL OPERATING FUNDS$10,000
CREATIVE VISIONS
18820 PACIFIC COAST HIGHWAYMALIBUCA90265NONEPCGENERAL OPERATING FUNDS$1,000
UNITED NATIONS FOUNDATION INC - HUMAN RIGHTS COUNCIL
1750 PENNSYLVANIA AVENUE NW STE 300WASHINGTONDC20006PCGENERAL OPERATING FUNDS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$102,346TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,796ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,910ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$80,706ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$80,706TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySFW PARTNERSCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$599,422EOYBookValueAmt
EOYFMV$585,321EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$1,220,388EOYBookValueAmt
EOYFMV$1,589,009EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLOWENHAUPT GLOBAL ADVISORSCategoryTxt
Legal Fees$11,512LegalFeesAmt
Net Investment Income$11,512NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCAPITAL GUARDIAN TRUST COMPANYCategoryTxt
Amt$7,225Amt
Net Investment Income$7,225NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2019 ESTIMATECategoryTxt
Amt$704Amt
Net Investment Income$704NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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