SANFORD AND GLORIA SPITZER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SANFORD AND GLORIA SPITZER FAMILY FOUNDATION (EIN 43-1948210)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-02-07
IRS object ID
202540389349101319
Schema version
2023v6.0
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)
Return2025-02-07T13:07:51-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN921269601PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Elias Mortland Smith & Company LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1501 N Lindbergh BlvdAddressLine1Txt
CitySt LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63141ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431948210EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANFORD AND GLORIA SPITZER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSANFBusinessNameControlTxt
Phone3149912817PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 NEW BALLAS RD UNIT 254AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63146ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA SPITZER GAVATINPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2025-02-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey P MortlandPreparerPersonNm
PTINP01284653PTIN
Phone3148626600PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,067FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$215,684ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$68InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$68InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$68InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$144DividendsRevAndExpnssAmt
Dividends Net Invst Incm$144DividendsNetInvstIncmAmt
Dividends Adj Net Incm$144DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$840NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,830GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$840CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$216,736TotalRevAndExpnssAmt
Total Net Invst Incm$1,052TotalNetInvstIncmAmt
Total Adj Net Incm$212TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,300TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$215,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$215,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$216,350TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$215,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$386ExcessRevenueOverExpensesAmt
Net Investment Income$1,052NetInvestmentIncomeAmt
Adjusted Net Income$212AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,681CashBOYAmt
Cash EOY$8,067CashEOYAmt
Cash EOYFMV$8,067CashEOYFMVAmt
Total Assets BOY$7,681TotalAssetsBOYAmt
Total Assets EOY$8,067TotalAssetsEOYAmt
Total Assets EOYFMV$8,067TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$7,681CapitalStockBOYAmt
Capital Stock EOY$8,067CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$7,681TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,067TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,681TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,067TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,681TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$386ExcessRevenueOverExpensesAmt
Subtotal$8,067SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,067TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property100 US BANCORP COMPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2004-11-09AcquiredDt
Sold2023-08-02SoldDt
Gross Sales Price$3,830GrossSalesPriceAmt
Cost Or Other Basis$2,990CostOrOtherBasisAmt
Gain Or Loss$840GainOrLossAmt
Gains Minus Excess Or Losses$840GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$840CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15InvestmentIncomeExciseTaxAmt
Subtotal$15SubtotalAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Tax Due$15TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LINDA SPITZER GAVATINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3149912817PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119 COUNTRY AIREAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63131ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GLORIA F SPITZER
1 NEW BALLAS RD UNIT 524ST LOUISMO63146President0.00$0
LINDA SPITZER GAVATIN
19 COUNTRY AIREST LOUISMO63131Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Total Tax$15TotalTaxAmt
Distributable Before Adj$15DistributableBeforeAdjAmt
Distributable Before Ded$15DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,050ExpensesAndContributionsAmt
Qualifying Distributions$215,050QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$215,050QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$215,050RemainingDistriFromCorpusAmt
Total Corpus$215,050TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$215,050ExcessDistriCyovToNextYrAmt
Excess From Current Year$215,050ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGUDAT ACHIM CONGREGATION
2117 UNION STSCHNENECTADYNY12309RELIGIOUS VALES$500
AMERICAN DIABETES ASSOCIATION
PO BOX 1834MERRIFIELDVA22116MEDICAL RESEARCH$1,000
BARNES JEWISH HOSPITAL FOUNDATION
1001 HIGHLANDS PLAZA DR 140ST LOUISMO63110SCHOLARSHIP$17,500
B'NAI AMOONA LIPNICK FOUNDATION
324 SOUTH MASON RDST LOUISMO63110RELIGIOUS VALUES$5,000
B'NAI AMOONA CAPITAL CAMPAIGN
324 SOUTH MASON RDST LOUISMO63141RELIGIOUS VALUES$30,000
CANCER SUPPORT COMMUNITY OF GREATER
1058 OLD DES PERES RDST LOUISMO63131MEDICAL RESEARCH$1,000
COVENANT PLACE FOUNDATION
8 MILLSTONE CAMPUS DR SUITE 2000ST LOUISMO63146AID FOR NEEDY$30,000
CROWN CENTER - MEALS ON WHEELS
8350 DELCREST DRST LOUISMO63124AID FOR NEEDY$50,000
GATEWAY TO HOPE
425 NORTH NEW BALLAS RDST LOUISMO63141MEDICAL RESEARCH$1,500
HADASSAH - KEEPERS OF THE GATE
PO BOX 745NEW YORKNY10101RELIGIOUS VALUES$1,000
JEWISH COMMUNITY CENTER CULTURAL AR
12 MILLSTONE CAMPUS DRST LOUISMO63146RELIGIOUS VALUES$8,700
JEWISH FAMILY SERVICES FOOD PANTRY
10950 SCHUETZ RDST LOUISMO63146AID FOR NEEDY$1,000
JEWISH FEDERATION OF ST LOUIS
2 MILLSTONE CAMPUS DRST LOUISMO63146RELIGIOUS VALUES$8,000
JEWISH THEOLOGICAL SEMINARY
3080 BROADWAYNEW YORKNY10027RELIGIOUS VALUES$10,000
JEWISH THEOLOGICAL SEMINARY - WOMEN
3080 BROADWAYNEW YORKNY10027RELIGIOUS VALUES$1,200
KOL RINAH CONGREGATION
9701 MARYLAND AVEST LOUISMO63105RELIGIOUS VALUES$500
LIFT FOR LIFE ACADEMY
1731 SOUTH BROADWAYST LOUISMO63104SCHOLARSHIP$10,000
MIRIAM FOUNDATION - STL CAPITAL FUN
1138 NORTH WARSON RDST LOUISMO63122SCHOLARSHIP$25,000
MO TORAH INSTITUTE
1809 CLARKSON RDCHESTERFIELDMO63017RELIGIOUS VALUES$500
MO BAPTIST HOSPITAL FOUNDATION
3015 NORTH NEW BALLAS RDST LOUISMO63131NURSES SCHOLARSHIP$1,000
SCHOLARSHIP FOUNDATION
6825 CLAYTON RD 100ST LOUISMO63139SCHOLARSHIP$1,500
SHAAREI SHAMYIM CONGREGATION
PO BOX 55061MADISONWI53705RELIGIOUS VALUES$500
ST LOUIS HOLOCAUST FOUNDATION
12 MILLSTONE CAMPUS DRST LOUISMO63146RELIGIOUS VALUES$1,300
ST LOUIS JEWISH LIGHT
PO BOX 78369ST LOUISMO63178RELIGIOUS VALUES$800
SHAVING ISRAEL
PO BOX 6991CHESTERFIELDMO63006AID FOR NEEDY$1,550
TEMPLE ISRAEL
918 GIBSON STSCRANTONPA18510RELIGIOUS VALUES$500
UNITED WAY OF GREATER ST LOUIS
910 N 11TH STST LOUISMO63101AID FOR NEEDY$500
WASHINGTON UNIVERSITY - ELIOT SOCIE
ONE BROOKINGS DR BOX 1210ST LOUISMO63130SCHOLARSHIP$2,500
WASHINGTON UNIVERSITY - BUSINESS
ONE BROOKINGS DR BOX 1210ST LOUISMO63130SCHOLARSHIP$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$215,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$144ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$840RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$212ExclusionAmt
Related Or Exempt Function Incm$840RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,052TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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