2014-01-30T13:58:28-06:00 2013-03-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2012-04-01 436023126 ST LOUIS COMMUNITY FOUNDATION STLO 3145888200 319 NORTH FOURTH ST SUITE 300 ST LOUIS MO 631021930 AMELIA AJ BOND 3145888200 2014-01-30 1 JOAN B HUMES 3149254300 2012 2015-11-30 17:44:51Z AMELIA AJ BOND 319 NORTH FOURTH ST SUITE 300 ST LOUIS MO 631021930 25146357 0 X WWW.STLOUISGIVES.ORG X 1915 MO ADMINISTER CHARITABLE FUNDS FOR THE BETTERMENT OF ST. LOUIS 20 20 11 0 -7607 -22848 9431585 3285928 1371166 1469323 3077708 3041031 1514266 10814 15394725 7807096 2024057 2278927 0 0 894633 977392 0 0 494732 3561076 1854492 6479766 5110811 8914959 2696285 72725663 76570177 1193173 367225 71532490 76202952 ADMINISTER CHARITABLE FUNDS FOR THE BETTERMENT OF ST. LOUIS 0 0 3943281 2278927 1473614 FOR THE 12 MONTHS ENDED 3/31/13, WE SERVICED 168 FUNDS AND ISSUED 383 GRANTS TO VARIOUS NOT-FOR-PROFIT ORGANIZATIONS RANGING FROM $150 TO $417,000. WE ASSISTED INDIVIDUALS AND BUSINESSES IN MAKING CHARITABLE CONTRIBUTIONS IN THIS AND OTHER COMMUNITIES BY ADMINISTERING CHARITABLE FUNDS ESTABLISHED BY THEM. 3943281 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 10 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DWIGHT CANNING 3145888200 319 N 4TH STREET SUITE 300 ST LOUIS MO 63102 KATHRYN L KIEFER 1.00 1.00 X 0 0 0 MITCH MEYERS 1.00 1.00 X X 0 0 0 JOHN C FORT 1.00 1.00 X 0 0 0 LAURNA C GODWIN 1.00 1.00 X X 0 0 0 FRANK J GUYOL III 1.00 1.00 X 0 0 0 RICHARD SAUGET 1.00 1.00 X 0 0 0 JAMES M SNOWDEN JR 1.00 1.00 X 0 0 0 BRUCE B HOLLAND 1.00 1.00 X 0 0 0 KIMBALL R MCMULLIN 1.00 1.00 X 0 0 0 REBECCA S WEAVER 1.00 1.00 X 0 0 0 M DARNETTA CLINKSCALE 1.00 1.00 X 0 0 0 DONALD B POLING 1.00 1.00 X 0 0 0 STEPHEN J RAFFERTY 1.00 1.00 X X 0 0 0 SUSAN P SULLIVAN 1.00 1.00 X 0 0 0 JOANN H ARNOLD 1.00 1.00 X 0 0 0 CHRISTOPHER S BOND 1.00 1.00 X 0 0 0 L B ECKELKAMP JR 1.00 1.00 X 0 0 0 THOMAS R COLLINS 1.00 1.00 X 0 0 0 DENNIS J JACKNEWITZ 1.00 1.00 X 0 0 0 WINTHROP B REED III 1.00 1.00 X 0 0 0 DWIGHT D CANNING 20.00 20.00 X 101860 0 7791 AMELIA BOND 20.00 20.00 X 197500 0 14300 299360 0 22091 2 0 1 0 0 3285928 3180774 3285928 ADMINISTRATION SERVICE 561000 1393323 1393323 GRANT REVIEW FEES 561000 74500 74500 GRANT REFUND REV 561000 1500 1500 1469323 1543949 1543949 18836343 17339261 1497082 1497082 1497082 PASSTHROUGH INCOME 531310 6523 -7607 14130 OTHER REVENUE 561000 4291 4291 10814 7807096 1473614 -7607 3055161 2243877 2243877 35050 35050 348675 191771 87169 69735 475419 261480 118855 95084 40900 22495 10225 8180 56031 30817 14008 11206 56367 31002 14092 11273 601972 331085 150493 120394 64680 35574 16170 12936 38807 21344 9702 7761 389335 214134 97334 77867 20991 11545 5248 4198 42075 23141 10519 8415 57129 31421 14282 11426 62326 34279 15582 12465 78507 43179 19627 15701 13456 7401 3364 2691 29176 16047 7294 5835 303837 303837 57949 31872 14487 11590 12595 6927 3149 2519 BUSINESS TAXES & FEES 54379 54379 SPECIAL EVENTS 8434 4639 2108 1687 PROFESSIONAL DEVELOPMEN 7719 4245 1930 1544 DUES & MEMBERSHIPS 6852 3769 1713 1370 4273 2350 1068 855 5110811 3943281 672798 494732 28840 21970 2786758 3497570 21343 21343 21888 52170 477502 309874 220482 167628 60614434 61221739 9023295 11580100 8623 7657 72725663 76570177 88661 113963 174395 231895 930117 21367 1193173 367225 X 71532490 76202952 71532490 76202952 72725663 76570177 X 2696285 1974179 -2 X X 0 1 X 1 0 X 623618 210982 357537 408290 285928 1886355 623618 210982 357537 408290 285928 1886355 151224 1735131 1821489 1385474 1384202 1496543 1543949 7631657 2438 2163 3392 7993 357 436 303 1514266 10814 1526176 11052181 6304732 0.15700 0.21020 X THE ST. LOUIS COMMUNITY FOUNDATION SATISFIES THE FACTS AND CIRCUMSTANCES TEST OUTLINED IN REGS. 170(B)(1)(A)(I) THROUGH (VI) AND QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION. THE COMMUNITY FOUNDATION RECEIVED 16% OF ITS SUPPORT FROM THE GENERAL PUBLIC, A PERCENTAGE WELL ABOVE THE 10% PUBLIC SUPPORT PERCENTAGE REQUIRED UNDER THE FACTS AND CIRCUMSTANCES TEST. IN ADDITION, THE COMMUNITY FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, SEEKING GIFTS AND BEQUESTS DIRECTLY FROM A WIDE RANGE OF POTENTIAL DONORS THROUGHOUT THE COMMUNITY AND WORKING WITH LAWYERS, ACCOUNTANTS, INVESTMENT ADVISORS, TRUST OFFICERS AND OTHER WEALTH ADVISORS IN ALL PARTS OF THE COMMUNITY. TO FURTHER ENSURE THAT THE ST. LOUIS COMMUNITY FOUNDATION REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, ITS GOVERNING BODY IS COMPRISED OF MORE THAN TWENTY CIVIC LEADERS AND PROFESSIONALS REPRESENTING A BROAD CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITY. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2008 AMOUNT: $ 357. 2009 AMOUNT: $ 436. 2010 AMOUNT: $ 303. 2011 AMOUNT: $ 1,253. 2012 AMOUNT: $ 4,291. PASSTHROUGH INCOME - 2011 AMOUNT: $ 1,513,013. 2012 AMOUNT: $ 6,523. SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: 500 SHARES OF NON VOTING TECHNOLOGY INC DATE: 12/24/12 AMOUNT: 3000000. 1.7% INTEREST IN ALAMEDA, LLC DATE: 10/20/11 AMOUNT: 3000375. 2.3% INTEREST IN BRENTMOOR, LLC DATE: 10/25/11 AMOUNT: 4013100. 5.7% INTEREST IN HILLMAN LLC DATE: 10/20/11 AMOUNT: 2009820. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62 3267753 938955 27908215 1 1 46048745 10131 4220532 1289324 751164 286101 47952819 46406486 6247 1643929 1023040 584166 400711 46048745 41079258 150482 7196935 1079575 249877 375673 46406486 31716057 13067 12248217 2334809 221069 342203 41079258 47554190 15371 -14182003 1056266 233878 381357 31716057 1.00000 0 0 6823 6823 0 470679 303051 167628 167628 11580100 F 11580100 BANK OVERDRAFT 21367 21367 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ST. LOUIS COMMUNITY FOUNDATION USES THESE BOARD DESIGNATED ENDOWMENTS FOR THE PURPOSES SPECIFIED BY THE INDIVIDUAL FUND AGREEMENTS, UTILIZING OUR BOARD APPROVED ANNUAL SPENDING POLICY TO DETERMINE OUR ANNUAL GRANT DISTRIBUTION OF THESE FUNDS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION HAS ADOPTED ASC 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED THEIR TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE 2010 AND SUBSEQUENT TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY THE INTERNAL REVENUE SERVICE. BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED AT MARCH 31, 2013 AND 2012. 1 ASTHMA & ALLERGY FOUNDATION OF AMERICA ST LOUIS CHAPTER 1500 S BIG BEND SUITE I S ST LOUIS MO 63117 431484316 501(C)(3) 12000 0 N/A N/A UNDERWRITING SUPPORT FOR ORCHID AFFAIR WASHINGTON UNIVERSITY IN ST LOUIS CAMPUS BOX 1101 223 NORTH BROOKINGS BROOKINGS ST LOUIS MO 63130 430653611 501(C)(3) 229500 0 N/A N/A THE SAM FOX SCHOOL OF DESIGN AND VISUAL ARTS; LABADIE ENVIRONMENTAL ORGANIZATION;WOMAN'S CLUB CENTENNIAL ENDOWMENT SCHOLARSHIP;ELIOT SOCIEY SUPPORT FOR THE OLIN SCHOOL;SUPPORT FOR SCHOLARSHIPS FOR THE SCHOOL OF LAW;IN SUPPORT OF LAEDING TOGETHER: THE CAMPAIGN FOR WASHIGTON UNIVERSITY UNITED WAY OF GREATER ST LOUIS INC 910 N 11TH STREET ST LOUIS MO 63101 430714167 501(C)(3) 7050 0 N/A N/A GENERAL SUPPORT;100 NEEDIEST CASES TRINITY CATHOLIC HIGH SCHOOL 1720 REDMAN ROAD ST LOUIS MO 63138 430653242 501(C)(3) 7845 0 N/A N/A TUITION ASSISTANCETUITION ASSISTANCE TRAILNET INC 411 NORTH 10TH STREET SUITE 202 ST LOUIS MO 63101 431509048 501(C)(3) 6000 0 N/A N/A GENERAL SUPPORT CENTRAL PRESBYTERIAN CHURCH 7700 DAVIS DRIVE ST LOUIS MO 63105 430688864 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT CITY ACADEMY INC 4175 N KINGSHIGHWAY ST LOUIS MO 63115 311619379 501(C)(3) 20000 0 N/A N/A GENERAL SUPPORT THE REGIONAL BUSINESS COUNCIL 7701 FORSYTH BOULEVARD SUITE 205 CLAYTON MO 63105 431913803 501(C)(3) 65000 0 N/A N/A ARCH GRANTS EDUCATION REFORM;SOCIAL VENTURE PARTNERS CORNERSTONE CHORALE AND BRASS INC PO BOX 249 FLORISSANT MO 63032 431554774 501(C)(3) 64300 0 N/A N/A IN HONOR OF MELVIN AND SUE BAHLE TO SUPPORT THE SPECIAL CONCERT AND CHARITY BENEFIT TO BE HELD OCTOBER 20, 2013 THE HAVEN OF GRACE 1225 WARREN STREET ST LOUIS MO 63106 431611181 501(C)(3) 27000 0 N/A N/A GENERAL SUPPORT ST STEPHEN'S PROTESTANT EPISCOPAL CHURCH 33 N CLAY FERGUSON MO 63135 311629166 501(C)(3) 22000 0 N/A N/A GENERAL SUPPORT; SUPPORT FOR THE ENDOWMENT FUND ST LOUIS SCIENCE CENTER FOUNDATION 5050 OAKLAND AVE ST LOUIS MO 63110 431496632 501(C)(3) 8250 0 N/A N/A ALBERT EINSTEIN SOCIETY SUPPORT, GENERAL SUPPORTGENERAL SUPPORT FOREST PARK FOREVER JONES VISITOR & EDUCATION CENTER 5595 GRAND DRIVE IN FOREST PARK ST LOUIS MO 63112 431427062 501(C)(3) 5250 0 N/A N/A GENERAL SUPPORT ST LOUIS KOLLEL 8200 DELMAR ST LOUIS MO 63124 431594954 501(C)(3) 9000 0 N/A N/A FOR STUDIES AND TEACHING GATEWAY FESTIVAL ORCHESTRA OF ST LOUIS PO BOX 50211 ST LOUIS MO 63105 430815081 501(C)(3) 10000 0 N/A N/A CHALLENGE GRANT HABITAT FOR HUMANITY ST LOUIS 3763 FOREST PARK AVENUE ST LOUIS MO 63108 581735543 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT ST LOUIS ARC 1177 NORTH WARSON ROAD ST LOUIS MO 63132 430718811 501(C)(3) 6000 0 N/A N/A GENERAL SUPPORT ST ANDREW'S CHARITABLE FOUNDATION 6633 DELMAR BLVD ST LOUIS MO 63130 260568165 501(C)(3) 24500 0 N/A N/A GENERAL SUPPORT;AGELESS REMARKABLE ST. LOUISANS 2012 PROGRAM - EMERALD SPONSORSHIP;FINANCIAL ASSISTANCE PROGRAM AT BROOKING PARK EVENT TO BE HELD AUGUST 6,2012;SENIOR SOLUTIONS SPECIAL SCHOOL DISTRICT 12110 CLAYTON ROAD ST LOUIS MO 63131 431900784 501(C)(3) 37626 0 N/A N/A FOR STUDENT ACTIVITIES AND FIELD TRIPS;SCHOLARSHIP SUPPORT FOR STUDENTS ENROLLED IN THE COSMETOLOGY PROGRAM LEADERSHIP CIRCLE SCHOLARSHIP FOUNDATION OF ST LOUIS 8215 CLAYTON ROAD ST LOUIS MO 63117 436031234 501(C)(3) 79000 0 N/A N/A SUPPORT PF PROJECT MANAGEMENT OF THE ST LOUIS GRADUATES NETWORK JOHN BURROUGHS SCHOOL 755 SOUTH PRICE ROAD ST LOUIS MO 63124 430652619 501(C)(3) 9000 0 N/A N/A GENERAL SUPPORT;CAPITAL CAMPAIGN SALVATION ARMY 1130 HAMPTON AVENUE ST LOUIS MO 63139 222406433 501(C)(3) 11000 0 N/A N/A SUPPORT FOR THE WOMEN'S AUXILIARY;SUPPORT FOR THE MIDL AND DIVISION, TREE OF LIGHTS CAMPAIGN SAINT LOUIS SYMPHONY ORCHESTRA POWELL SYMPHONY HALL 718 NORTH GRAND BLVD ST LOUIS MO 63103 430666769 501(C)(3) 28060 0 N/A N/A GENERAL SUPPORT OLD NEWSBOY DAY SUBURBAN JOURNALS OLD NEWSBOYS FUND FOR CHILDREN 14522 S OUTER 40 3RD FLOOR CHESTERFIELD MO 63017 431466450 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT MISSOURI HISTORICAL SOCIETY PO BOX 11940 ST LOUIS MO 63112 430654866 501(C)(3) 6000 0 N/A N/A THOMAS JEFFERSON SOCIETY SUPPORT LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS 7620 MADISON STREET PO BOX 5078 RIVER FOREST IL 60305 362167778 501(C)(3) 37500 0 N/A N/A GENERAL SUPPORT MISSOURI BOTANICAL GARDEN PO BOX 299 ST LOUIS MO 63166 430666759 501(C)(3) 14050 0 N/A N/A GENERAL SUPPORT 27 EDUCATION 25 35050 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: EACH GRANT REFLECTS A COLLABORATIVE UNDERSTANDING OF THE DONOR'S CHARITABLE GOALS IN ESTABLISHING A FUND AND THE COMMUNITY FOUNDATION'S UNDERSTANDING OF THE REGULATIONS THAT GOVERN CHARITABLE GRANTS, INCLUDING GRANTS TO INDIVIDUALS, AND THE PRACTICAL, ADMINISTRATIVE FACTS OF ASSURING APPROPRIATE RECORDKEEPING AND OVERSIGHT. GRANTS ARE MADE ONLY TO ORGANIZATIONS WITH CONFIRMED 501(C)3, OR EQUIVALENT, NONPROFIT STATUS. GUIDESTAR'S CHARITY CHECK IS USED TO VERIFY STATUS AND IDENTIFY SUPPORTING ORGANIZATIONS. CONTINUED ON SUPPLEMENT PAGE CONTINUED FROM SCH I PART IV SUPPLEMENTAL INFORMAION: GRANT RECIPIENTS RECEIVE WRITTEN INSTRUCTIONS ON USE OF GRANT FUNDS, FISCAL RESPONSIBILITY, LIABILITY, PUBLICITY AS WELL AS GRANT ACKNOWLEDGEMENT GUIDELINES. ADVISORS TO DONOR ADVISED FUNDS RECEIVE WRITTEN GUIDELINES FOR ALLOWABLE GRANT RECOMMENDATIONS, RESTRICTIONS, AND THE PROHIBITION OF PERSONAL INUREMENT. ADVISORS AGREE THAT NO GRANT RECOMMENDED FULFILLS A PERSONAL PLEDGE OR PROVIDES BENEFIT TO THE ADVISOR OR ADVISOR'S FAMILY. MOST GRANTS ARE FOR GENERAL SUPPORT OF AN ORGANIZATION BUT RESTRICTED PURPOSE GRANTS ARE APPROVED AS WELL. THE ORGANIZATION IS NOTIFIED AND REMINDED OF THE RESPONSIBILITIES OF ACCEPTING THE RESTRICTED GRANT. IF WARRANTED, A MORE FORMAL GRANT AGREEMENT IS DRAWN UP TO SPECIFY EXPECTATIONS AND RESPONSIBILITES. SOME RECIPIENTS OF GRANTS FROM DESIGNATED FUNDS ARE REQUIRED TO REPORT ANNUALLY ON USE OF GRANT FUNDS. LACK OF REPORTING JEOPARDIZES SUBSEQUENT GRANTS FROM THE FOUNDATION. IDENTIFICATION OF NONCOMPLIANCE WITH SPECIFIED USE OF FUNDS WILL RESULT IN REQUEST FOR RETURN OF GRANTS DISTRIBUTED. X X 0 0 0 0 0 0 0 0 0 AMELIA BOND 197500 0 0 0 0 0 14300 0 0 0 211800 0 0 0 X 2 180774 FAIR MARKET VALUE X 1 3000000 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 DRAFT COPY OF FORM 990 WAS REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION'S OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICT. THE ENTITY RELIES UPON THE ANNUAL QUESTIONNAIRES COMPLETED BY THE OFFICERS, DIRECTORS AND KEY EMPLOYEES IN REGARD TO MATTERS RELATED TO ANY CONFLICTS OF INTEREST THESE INDIVIDUALS MAY HAVE WITH THIS ENTITY. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE DETERMINES SALARY OF CEO AND STAFF. IN DOING SO THEY REFERENCE THE COUNCIL ON FOUNDATIONS AND VARIOUS PEER GROUPS TO HELP DETERMINE OFFICER/KEY EMPLOYEE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING -2. CHANGE IN PROCESS FORM 990 PART XII LINE 2C PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR ST LOUIS COMMUNITY FOUNDATION INC 319 N 4TH STREET ST LOUIS MO 63102 431758789 TO IMPROVE THE QUALITY OF LIFE IN THE GREATER ST LOUIS METROPOLITAN AREA MO 501(C)(3) LINE 8 N/A 0 GREATER ST LOUIS REAL ESTATE FOUNDATION 319 N 4TH STREET ST LOUIS MO 63102 200089613 TO ADMINISTER GIFTS OF REAL PROPERTY FOR THE BETTERMENT OF ST LOUIS MO 501(C)(3) LINE 11A, I ST LOUIS COMMUNITY FOUNDATION INC 1 ALBERICI FOUNDATION 319 N 4TH STREET ST LOUIS MO 63102 203676488 TO BENEFIT, PERFORM, AND CARRY OUT THE PURPOSES OF THE ST LOUIS COMMUNITY FO MO 501(C)(3) LINE 11A, I ST LOUIS COMMUNITY FOUNDATION INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0