PRUFROCK FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PRUFROCK FOUNDATION (EIN 46-1586470)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201911309349101911
- Schema version
- 2018v3.1
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T10:04:55-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 10 S BROADWAY SUITE 550 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES A LOWENHAUPT | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3146809207 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN KRUEGER CPA | PreparerPersonNm |
| PTIN | P01688871 | PTIN |
| Phone | 3145693333 | PhoneNum |
| Preparation | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.217.58.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 09:52:16 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 41E181CCB17A9D13E88C9CBB908FAB68149FCD72 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 94D0C0E758E0B90CA5DAE9B16D46A71CD941DF0F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,914,441 | 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 | $38,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,949 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,582 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $283,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,582 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $102,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,531 | 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 |
| Legal Fees Rev And Expnss | $16,162 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,162 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| 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 | $7,628 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,628 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,305 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,376 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,376 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,376 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,940 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,436 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,184,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,163,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,246,353 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $706,135 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $699,964 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $668,061 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,890,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,863,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,914,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,890,888 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,863,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,890,888 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,863,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,890,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,863,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,890,888 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,940 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,863,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,863,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 41.45 SHS NEW PERSPECTIVE FUND CL F3 | P | 2013-11-14 | 2018-02-01 | $1,915 | $1,584 | $331 | $331 |
| 50.24 SHS NEW PERSPECTIVE FUND CL F3 | P | 2013-11-14 | 2018-03-08 | $2,284 | $1,920 | $364 | $364 |
| 574.56 SHS NEW PERSPECTIVE FUND CL F3 | P | 2013-11-14 | 2018-03-16 | $26,286 | $21,953 | $4,333 | $4,333 |
| 24.88 SHS NEW WORLD FUND CL F3 | P | 2013-01-31 | 2018-03-08 | $1,708 | $1,385 | $323 | $323 |
| 270.22 SHS NEW WORLD FUND CL F3 | P | 2013-01-31 | 2018-03-16 | $18,758 | $15,039 | $3,719 | $3,719 |
| 2351.87 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3 | P | 2018-03-29 | 2018-05-18 | $30,739 | $31,024 | -$285 | -$285 |
| 450.11 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3 | P | 2018-03-16 | 2018-06-29 | $5,905 | $5,914 | -$9 | -$9 |
| .5 SHS CAPITAL INCOME BUILDER CL F3 | P | 2017-12-22 | 2018-05-14 | $31 | $31 | $0 | $0 |
| .38 SHS CAPITAL INCOME BUILDER CL F3 | P | 2017-12-22 | 2018-06-29 | $23 | $24 | -$1 | -$1 |
| 43.03 SHS NEW PERSPECTIVE FUND CL F3 | P | 2013-11-14 | 2018-04-26 | $1,914 | $1,644 | $270 | $270 |
| 17.18 SHS NEW PERSPECTIVE FUND CL F3 | P | 2013-11-14 | 2018-05-14 | $784 | $656 | $128 | $128 |
| 19.31 SHS NEW PERSPECTIVE FUND CL F3 | P | 2013-11-14 | 2018-06-29 | $872 | $738 | $134 | $134 |
| 7.16 SHS NEW WORLD FUND CL F3 | P | 2013-01-31 | 2018-05-14 | $490 | $398 | $92 | $92 |
| 3.25 SHS NEW WORLD FUND CL F3 | P | 2017-12-21 | 2018-06-29 | $212 | $216 | -$4 | -$4 |
| 225.05 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3 | P | 2018-03-16 | 2018-08-30 | $2,955 | $2,957 | -$2 | -$2 |
| 40.69 SHS NEW PERSPECTIVE FUND CL F3 | P | 2013-11-14 | 2018-07-26 | $1,902 | $1,555 | $347 | $347 |
| 21.62 SHS NEW PERSPECTIVE FUND CL F3 | P | 2013-11-14 | 2018-08-30 | $1,020 | $826 | $194 | $194 |
| .89 SHS NEW WORLD FUND CL F3 | P | 2017-12-21 | 2018-08-30 | $57 | $59 | -$2 | -$2 |
| .34 SHS AMERICAN HIGH INCOME TRUST CL F3 | P | 2017-10-31 | 2018-10-01 | $4 | $4 | $0 | $0 |
| 143.77 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3 | P | 2018-03-16 | 2018-10-01 | $1,879 | $1,889 | -$10 | -$10 |
| 1018.31 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3 | P | 2018-10-31 | 2018-11-12 | $13,289 | $13,361 | -$72 | -$72 |
| 754.88 SHS INTERMEDIATE BOND FUND OF AMERICA CL F3 | P | 2013-05-06 | 2018-11-12 | $9,851 | $10,357 | -$506 | -$506 |
| .1 SHS CAPITAL INCOME BUILDER CL F3 | P | 2017-12-22 | 2018-10-01 | $6 | $6 | $0 | $0 |
| 209.22 SHS CAPITAL INCOME BUILDER CL F3 | P | 2018-09-12 | 2018-12-07 | $12,122 | $12,861 | -$739 | -$739 |
| 97.56 SHS CAPITAL INCOME BUILDER CL F3 | P | 2017-09-13 | 2018-12-07 | $5,652 | $5,941 | -$289 | -$289 |
| 12.99 SHS NEW PERSPECTIVE FUND CL F3 | P | 2013-11-14 | 2018-10-01 | $611 | $496 | $115 | $115 |
| 44.93 SHS NEW PERSPECTIVE FUND CL F3 | P | 2017-12-21 | 2018-10-25 | $1,914 | $1,934 | -$20 | -$20 |
| 1207.74 SHS NEW PERSPECTIVE FUND CL F3 | P | 2017-12-21 | 2018-12-07 | $50,351 | $51,993 | -$1,642 | -$1,642 |
| 475.48 SHS NEW PERSPECTIVE FUND CL F3 | P | 2013-12-26 | 2018-12-07 | $19,823 | $17,778 | $2,045 | $2,045 |
| 78.96 SHS NEW WORLD FUND CL F3 | P | 2017-12-21 | 2018-12-07 | $4,703 | $5,240 | -$537 | -$537 |
| 173.56 SHS NEW WORLD FUND CL F3 | P | 2013-01-31 | 2018-12-07 | $10,339 | $9,660 | $679 | $679 |
| CAPITAL GAINS DIVIDENDS | P | $54,626 | $54,626 | $54,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,582 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,227 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,043,190 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047096 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,284 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,946,717 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051514 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,021,222 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049401 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,628 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,056,814 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037742 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,925 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,026,309 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011314 | DistributionYr5Rt |
| Total Distribution | 0.197067 | TotalDistributionRt |
| Average Distribution | 0.039413 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,061,800 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,262 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $744 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,006 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $101,376 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $744 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $744 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $56 | OverpaymentAmt |
| Applied To ES Tax | $56 | 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 | CAROLYN OHLSEN | IndividualWithBooksNm |
| Phone | 3142415950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S BROADWAY SUITE 550 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | 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 | $2,091,438 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,093,198 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,093,198 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,398 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,061,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $744 | TotalTaxAmt |
| Distributable Before Adj | $102,346 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,376 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $101,376 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $744 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,632 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,376 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,376 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,376 | 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 | $102,346 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARE TO LEARN | |||||||
| 411 N SHERMAN PARKWAY | SPRINGFIELD | MO | 65802 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| CENTER OF CREATIVE ARTS | |||||||
| 524 TRINITY AVE | SAINT LOUIS | MO | 63130 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| CIRCUS FLORA INC | |||||||
| 3547 OLIVE ST STE 210 | SAINT LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| CONTEMPORARY ART MUSEUM SAINT LOUIS | |||||||
| 3750 WASHINGTON BLVD | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $2,000 |
| FOOD OUTREACH INC | |||||||
| 3117 OLIVE ST | SAINT LOUIS | MO | 63103 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DRIVE FOREST PARK | SAINT LOUIS | MO | 631121095 | NONE | PC | GENERAL OPERATING FUNDS | $27,500 |
| FORSYTH SCHOOL | |||||||
| 6235 WYDOWN BLVD | SAINT LOUIS | MO | 63105 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| FRIENDS OF KWMU INC | |||||||
| 3651 OLIVE ST | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| GREAT RIVER ENVIRONMENTAL LAW CENTER | |||||||
| 319 N FOURTH ST STE 800 | SAINT LOUIS | MO | 63102 | 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 | $500 |
| OPERATION FOOD SEARCH | |||||||
| 6282 OLIVE BLVD | SAINT LOUIS | MO | 63130 | 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 | $10,000 |
| SAINT LOUIS PUBLIC LIBRARY FOUNDATION | |||||||
| 1415 OLIVE ST | SAINT LOUIS | MO | 63013 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| SAINT LOUIS PUBLIC SCHOOL FOUNDATION | |||||||
| 801 N 11TH ST | SAINT LOUIS | MO | 63101 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| SAINT LOUIS ZOO FOUNDATION | |||||||
| ONE GOVERNMENT DRIVE | SAINT LOUIS | MO | 631101395 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| SHAKESPEARE FESTIVAL SAINT LOUIS | |||||||
| 5715 ELIZABETH AVENUE | SAINT LOUIS | MO | 63110 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| VOICES FOR CHILDREN | |||||||
| 920 N VANDEVENTER | SAINT LOUIS | MO | 63108 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| ARCH CITY DEFENDERS INC | |||||||
| 440 N 4TH STREET STE 550 | ST LOUIS | MO | 63102 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| PROJECT APPLESEED | |||||||
| 520 MELLVILLE AVENUE | SAINT LOUIS | MO | 631304505 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| AMERICAN REFUGEE COMMITTEE | |||||||
| 615 1ST AVENUE STE 500 | MINNEAPOLIS | MN | 55413 | NONE | PC | GENERAL OPERATING FUNDS | $2,376 |
| HEIFER PROJECT INTERNATIONAL INC | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| CLAYCO FOUNDATION | |||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | 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 | $1,000 |
| ANIMAL PROTECTIVE ASSOCIATION OF MISSOURI | |||||||
| 1705 S HANLEY RD | SAINT LOUIS | MO | 63144 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| INTERNATIONAL INSTITUTE OF ST LOUIS | |||||||
| 3401 ARSENAL ST | SAINT LOUIS | MO | 63118 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| CURATORS OF THE UNIVERSITY OF MISSOURI | |||||||
| 407 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| MAGDALENE ST LOUIS (BRAVELY) | |||||||
| PO BOX 1143 | ST LOUIS | MO | 63188 | NONE | PC | GENERAL OPERATING FUNDS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,376 | 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 | $38,949 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,582 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,531 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,531 | 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 | FIXED INCOME MUTUAL FUNDS | BondNm |
| EOY Book Value | $699,964 | EOYBookValueAmt |
| EOYFMV | $668,061 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,163,957 | EOYBookValueAmt |
| EOYFMV | $1,246,353 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOWENHAUPT GLOBAL ADVISORS | CategoryTxt |
| Legal Fees | $16,162 | LegalFeesAmt |
| Net Investment Income | $16,162 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAPITAL GUARDIAN TRUST COMPANY | CategoryTxt |
| Amt | $7,628 | Amt |
| Net Investment Income | $7,628 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2017 TAX | $505 | $505 | $0 |
| 2018 ESTIMATE | $800 | $800 | $0 |
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