-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
ERIC P & EVELYN E NEWMAN CHARITABLE
FOUNDATION DTD 8/1/2013
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 50376
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS
,
MO
631055376
A Employer identification number
46-3396538
B
Telephone number (see instructions)
(314) 727-6400
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
90,376,136
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
503,405
503,405
4
Dividends and interest from securities
...
1,583,581
1,583,581
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,698,859
b
Gross sales price for all assets on line 6a
14,299,130
7
Capital gain net income (from Part IV, line 2)
...
1,698,859
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
16,835
16,835
12
Total.
Add lines 1 through 11
........
3,802,680
3,802,680
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
32,102
16,051
16,051
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
3,500
3,500
0
c
Other professional fees (attach schedule)
....
285,728
285,728
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
71,608
42,152
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
7,268
3,634
0
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
400,206
351,065
16,051
25
Contributions, gifts, grants paid
.......
3,715,500
3,715,500
26
Total expenses and disbursements.
Add lines 24 and 25
4,115,706
351,065
3,731,551
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-313,026
b
Net investment income
(if negative, enter -0-)
3,451,615
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
326,839
153,033
153,033
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
76,906,803
90,223,103
90,223,103
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
77,233,642
90,376,136
90,376,136
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
77,233,642
90,376,136
29
Total net assets or fund balances
(see instructions)
.....
77,233,642
90,376,136
30
Total liabilities and net assets/fund balances
(see instructions)
.
77,233,642
90,376,136
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
77,233,642
2
Enter amount from Part I, line 27a
.....................
2
-313,026
3
Other increases not included in line 2 (itemize)
3
13,455,520
4
Add lines 1, 2, and 3
..........................
4
90,376,136
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
90,376,136
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
6950 SHS NVENT ELECTRIC
2018-07-26
2019-02-07
b
5600 SHS WILLIAMS SONOMA
2019-04-02
c
5350 SHS BAXTER INTERNATIONAL
2015-11-02
2019-10-24
d
6000 SHS BRISTOL-MYERS SQUIBB
2018-02-12
2019-05-13
e
6200 SHS COGNIZANT TECH SOLUTIONS
2019-05-13
7150 SHS E-TRADE FINL
2019-11-21
0.25 SHS FISERV INC
2018-05-03
2019-07-30
7200 SHS FORTIVE CORP
2019-09-09
8500 SHS HD SUPPLY HOLDINGS
2018-06-15
2019-10-30
0.57 SHS KONTOOR BRANDS
2017-12-21
2019-05-23
528 SHS KONTOOR BRANDS
2017-12-21
2019-07-16
10600 SHS MARVELL TECH GROUP
2019-12-06
4250 SHS NVENT ELECTRIC
2016-05-26
2019-02-07
1540 SHS REDHAT INC
2015-09-23
2019-01-08
1520 SHS REDHAT INC
2015-09-23
2019-03-13
0.75 SHS TRUIST FINL CORP
2015-07-29
2019-12-10
1740 SHS WYNN RESORTS
2016-02-26
2019-01-15
1080 SHS CELGENE CORP
2019-01-31
2019-08-13
1660 SHS MARATHON PETE CORP
2019-03-14
2019-10-31
2300 SHS TRIBUNE MEDIA CO
2019-01-02
2303 SHS TRIBUNE MEDIA CO
2018-09-05
2019-01-11
810 SHS AMERICAN WATER WORKS
2013-05-23
2019-08-13
490 SHS AMGEN INC
2015-02-10
2019-01-30
1890 SHS ANADARKO PETE CORP
2017-12-15
2019-04-25
1825 SHS EQT CORP
2018-02-06
2019-06-11
1460 SHS EQUITRANS MIDSTREAM CORP
2018-02-06
2019-08-13
1685 SHS MARATHON PETE CORP
2017-02-01
2019-10-29
25 SHS MARATHON PETE CORP
2017-02-01
2019-10-31
685 SHS MICROSOFT CORP
2013-06-06
2019-02-05
1190 SHS MICROSOFT CORP
2013-06-06
2019-08-13
580 SHS TEXAS INSTRUMENTS
2019-02-04
210 SHS AIR PROD & CHEMICALS
2019-03-14
2019-04-26
1400 SHS BRISTOL-MYERS SQUIBB
2018-03-22
2019-03-19
10950 SHS CENTURYLINK INC
2018-08-13
2019-03-06
550 SHS CISCO SYSTEMS INC
2019-04-26
2019-11-05
1700 SHS COMCAST CORP
2019-03-06
2019-04-26
50 SHS CONOCOPHILLIPS
2019-03-06
2019-04-26
320 SHS CROWN CASTLE INTL CO
2019-04-26
50 SHS EASTMAN CHEMICAL CO
2019-03-06
2019-04-26
1250 SHS LIFE STORAGE INC
2019-03-19
6750 SHS NVENT ELECTRIC
2018-08-07
2019-02-14
1350 SHS PFIZER INC
2019-04-26
2019-09-12
400 SHS PRUDENTIAL FINL
2019-04-26
2019-12-16
1650 SHS SUNTRUST BANKS INC
2018-03-22
2019-03-19
850 SHS T ROWE PRICE GROUP
2018-04-30
2019-02-04
900 SHS TARGET CORP
2018-06-11
2019-04-26
550 SHS VF CORP
2019-04-26
100 SHS WELLS FARGO BANK
2019-03-06
2019-04-26
1300 SHS WILLIAMS SONOMA
2018-09-04
2019-03-19
310 SHS 3M CO
2019-02-14
2019-03-19
690 SHS 3M CO
2019-05-29
250 SHS BOEING CO
2017-02-07
2019-03-19
400 SHS BRISTOL-MYERS SQUIBB
2017-06-23
2019-03-19
980 SHS CHEVRON CORP
2019-03-19
1250 SHS CISCO SYSTEMS INC
2017-12-06
2019-03-19
2350 SHS CISCO SYSTEMS INC
2017-12-06
2019-11-05
1200 SHS CONOCOPHILLIPS
2019-04-26
500 SHS EASTMAN CHEMICAL CO
2017-06-20
2019-04-26
750 SHS EATON CORP
2016-11-21
2019-04-26
900 SHS EMERSON ELECTRIC CO
2019-04-26
2400 SHS GENERAL MILLS INC
2019-03-19
600 SHS GILEAD SCIENCES INC
2017-07-28
2019-04-26
1200 SHS INTEL CORP
2019-03-19
1700 SHS J P MORGAN CHASE & CO
2019-03-19
271 SHS KONTOOR BRANDS
2018-05-10
2019-07-16
1700 SHS LAS VEGAS SANDS CORP
2019-03-19
3550 SHS MARVELL TECH GROUP
2016-08-09
2019-04-26
4750 SHS MARVELL TECH GROUP
2016-08-09
2019-12-09
1100 SHS MICROSOFT CORP
2019-03-19
1900 SHS OCCIDENTAL PETROL CO
2019-03-19
3210 SHS OCCIDENTAL PETROL CO
2019-04-26
550 SHS PEPSICO
2019-04-26
3250 SHS PFIZER INC
2019-03-19
5680 SHS PFIZER INC
2019-09-12
2050 SHS PRINCIPAL FINL
2019-03-19
600 SHS PROCTOR & GAMBLE
2019-03-19
1050 SHS PRUDENTIAL FINL
2019-03-19
1800 SHS PRUDENTIAL FINL
2019-12-16
1950 SHS T ROWE PRICE GROUP
2017-08-25
2019-02-04
950 SHS VERIZON COMMUNICATIONS
2019-03-19
1100 SHS WELLS FARGO BANK
2019-04-26
558 SHS DRIEHAUS ACTIVE INCM FD
2019-03-19
1975 SHS JP MORGAN STRATEGIC INCOME
2019-04-18
2385 SHS JP MORGAN STRATEGIC INCOME
2019-10-29
250000 THE HARTFORD 5.125%
2019-04-03
2019-09-18
2122 SHS WILLIAM BLAIR INTL GROWTH FD
2018-12-13
2019-11-14
250000 ALLY BANK CORP
2017-05-05
2019-05-13
250000 AMERICAN EXPRESS
2015-05-08
2019-05-14
250000 COMENITY CAPITAL
2015-07-13
2019-07-19
12523 SHS DRIEHAUS ACTIVE INCOME FD
2019-03-19
250000 DUPONT DE NEMOURS
2018-02-16
2019-11-12
250000 FIRST TN
2015-07-01
2019-11-01
250000 GOLDMAN SACHS
2015-03-25
2019-04-01
15340 SHS JP MORGAN STRATEGIC INCOME OPPT
2014-07-28
2019-04-18
23792 SHS JP MORGAN STRATEGIC INCOME OPPT
2019-10-29
250000 UCF CONVOCATION
2015-07-02
2019-10-01
76000 VERIZON COMMUNICATIONS
2015-07-14
2019-03-29
174000 VERIZON COMMUNICATIONS
2015-07-14
2019-05-06
250000 WEX BANK
2017-05-17
2019-06-03
24371 WILLIAM BLAIR INTL GROWTH FUND
2019-11-14
150000 CA INC 3.6%
2015-09-04
2019-10-16
50000 CA INC 3.6%
2015-09-09
2019-10-16
150000 CA INC 3.6%
2015-09-04
2019-10-16
150000 CA INC 3.6%
2015-09-04
2019-10-16
50000 CA INC 3.6%
2015-09-09
2019-10-16
50000 CA INC 3.6%
2015-09-09
2019-10-16
73000 WESTERN UNION 5.25%
2015-09-09
2019-12-27
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
174,500
188,968
-14,468
b
321,353
367,262
-45,909
c
426,430
201,681
224,749
d
276,169
379,110
-102,941
e
354,283
412,903
-58,620
297,553
213,056
84,497
26
15
11
493,184
361,598
131,586
338,404
373,406
-35,002
21
18
3
16,840
16,889
-49
256,492
147,273
109,219
106,708
87,426
19,282
269,370
112,770
156,600
277,118
111,305
165,813
41
26
15
188,615
143,604
45,011
101,743
95,134
6,609
106,656
98,814
7,842
104,090
86,774
17,316
105,086
86,532
18,554
98,541
33,724
64,817
88,332
74,070
14,262
136,093
89,947
46,146
31,384
47,268
-15,884
20,053
42,562
-22,509
115,495
80,223
35,272
1,606
1,190
416
73,173
24,014
49,159
164,383
41,718
122,665
58,965
20,672
38,293
42,048
38,804
3,244
69,864
91,399
-21,535
126,752
238,856
-112,104
26,262
30,959
-4,697
73,349
65,620
7,729
3,169
3,414
-245
39,660
37,843
1,817
3,917
4,131
-214
118,544
122,388
-3,844
177,436
197,056
-19,620
50,253
53,686
-3,433
38,033
41,296
-3,263
105,258
114,526
-9,268
80,314
97,254
-16,940
69,592
70,698
-1,106
51,361
43,624
7,737
4,768
5,000
-232
73,787
93,285
-19,498
64,933
63,654
1,279
111,975
139,555
-27,580
93,790
41,557
52,233
19,961
22,707
-2,746
123,195
123,587
-392
66,855
46,846
20,009
112,212
88,071
24,141
76,054
101,509
-25,455
39,169
42,674
-3,505
62,717
44,533
18,184
64,155
60,374
3,781
113,375
134,383
-21,008
39,037
45,478
-6,441
65,189
38,163
27,026
182,500
110,289
72,211
8,643
9,097
-454
100,899
86,930
13,969
88,402
41,057
47,345
112,792
54,935
57,857
129,627
48,993
80,634
126,400
180,756
-54,356
195,678
238,219
-42,541
69,574
51,479
18,095
137,506
106,478
31,028
211,433
166,163
45,270
107,363
110,052
-2,689
61,069
50,562
10,507
102,173
93,765
8,408
171,150
157,675
13,475
184,249
163,695
20,554
54,654
47,828
6,826
52,451
60,685
-8,234
5,319
5,416
-97
22,814
22,882
-68
27,342
27,437
-95
270,145
264,199
5,946
61,936
51,960
9,976
250,000
250,000
0
250,000
250,000
0
250,000
250,000
0
119,226
125,723
-6,497
260,603
255,315
5,288
250,000
250,010
-10
250,000
250,000
0
177,186
182,411
-5,225
272,658
282,811
-10,153
250,000
250,000
0
77,657
76,354
1,303
177,894
174,778
3,116
250,000
250,000
0
711,162
641,021
70,141
151,706
151,706
0
50,569
50,569
0
151,706
151,706
0
151,706
150,342
1,364
50,569
50,569
0
50,569
50,114
455
73,667
73,408
259
378,442
378,442
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-14,468
b
-45,909
c
224,749
d
-102,941
e
-58,620
84,497
11
131,586
-35,002
3
-49
109,219
19,282
156,600
165,813
15
45,011
6,609
7,842
17,316
18,554
64,817
14,262
46,146
-15,884
-22,509
35,272
416
49,159
122,665
38,293
3,244
-21,535
-112,104
-4,697
7,729
-245
1,817
-214
-3,844
-19,620
-3,433
-3,263
-9,268
-16,940
-1,106
7,737
-232
-19,498
1,279
-27,580
52,233
-2,746
-392
20,009
24,141
-25,455
-3,505
18,184
3,781
-21,008
-6,441
27,026
72,211
-454
13,969
47,345
57,857
80,634
-54,356
-42,541
18,095
31,028
45,270
-2,689
10,507
8,408
13,475
20,554
6,826
-8,234
-97
-68
-95
5,946
9,976
0
0
0
-6,497
5,288
-10
0
-5,225
-10,153
0
1,303
3,116
0
70,141
0
0
0
1,364
0
455
259
378,442
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,698,859
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
3,643,351
78,705,648
0.046291
2017
3,234,395
70,594,188
0.045817
2016
2,540,194
63,479,713
0.040016
2015
1,377,016
58,081,794
0.023708
2014
233,100
26,434,122
0.008818
2
Total
of line 1, column (d)
.....................
2
0.164650
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.032930
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
84,569,235
5
Multiply line 4 by line 3
......................
5
2,784,865
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
34,516
7
Add lines 5 and 6
........................
7
2,819,381
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,731,551
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
34,516
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
34,516
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
34,516
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
21,560
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
21,560
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
323
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
13,279
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
ANDREW E NEWMAN
Telephone no.
(314) 727-6400
Located at
PO BOX 50376
CLAYTON
MO
ZIP+4
63105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ANDREW E NEWMAN
DIRECTOR
3.00
0
0
0
PO BOX 50376
CLAYTON
,
MO
63105
LINDA N SCHAPIRO
DIRECTOR
1.00
0
0
0
PO BOX 50376
CLAYTON
,
MO
63105
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
85,331,937
b
Average of monthly cash balances
.......................
1b
525,154
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
85,857,091
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
85,857,091
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,287,856
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
84,569,235
6
Minimum investment return.
Enter 5% of line 5
..................
6
4,228,462
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
4,228,462
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
34,516
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
34,516
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4,193,946
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
4,193,946
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
4,193,946
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
3,731,551
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
3,731,551
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
34,516
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,697,035
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
4,193,946
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
3,704,953
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,731,551
a
Applied to 2018, but not more than line 2a
3,704,953
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
26,598
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
4,167,348
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
122 EAST 66TH STREET FOUNDATION
122 E 66TH ST
NEW YORK
,
NY
10065
NONE
501(C)(3)
ANNUAL CONTRIBUTION
5,000
1898 FOUNDATION
233 ANDERSON HILL ROAD
PURCHASE
,
NY
10577
PC
ANNUAL CONTRIBUTION
1,000
ABRAHAM JOSHUA HESCHEL SCHOOL
30 WEST END AVE
NEW YORK
,
NY
10023
NONE
PC
EDUCATIONAL SUPPORT
5,000
ACCESS REPRODUCTIVE CARE SOUTHEAST
PO BOX 7354
ATLANTA
,
GA
30357
NONE
PC
ANNUAL CONTRIBUTION
5,000
ALATRISTE FOUNDATION FOR LYMPHEDEMA MANAGEMENT
448 WEST 57TH ST LOWER LEVEL
NEW YORK
,
NY
10019
NONE
PC
ANNUAL CONTRIBUTION
5,000
ARTS & EDUCATION COUNCIL
3547 OLIVE ST
ST LOUIS
,
MO
63103
NONE
PC
EDUCATIONAL SUPPORT
5,000
BARNES JEWISH HOSPITAL
1 BARNES-JEWISH HOSPITAL PLAZA
ST LOUIS
,
MO
63110
NONE
PC
MEDICAL SUPPORT, EVELYN'S HOUSE, KODNER'S FUND
750,000
BE LOUD SOPHIE FOUNDATION
406 LONGLEAF DRIVE
CHAPEL HILL
,
NC
27517
NONE
501(C)(3)
ANNUAL CONTRIBUTION
10,000
BEYOND DIFFERENCES
711 GRAND AVENUE SUITE 200
SAN RAFAEL
,
CA
94901
NONE
501(C)(3)
ANNUAL CONTRIBUTION
10,000
BLINK NOW FOUNDATION
PO BOX 453
MENDHAM
,
NJ
07945
NONE
501(C)(3)
ANNUAL CONTRIBUTION
7,000
BREARLEY SCHOOL
610 E 83RD STREET
NEW YORK
,
NY
10028
PC
ANNUAL CONTRIBUTION
3,500
BRYN MAWR COLLEGE
101 NORTH MERION AVENUE
BRYN MAWR
,
PA
19010
PC
ANNUAL CONTRIBUTION
20,000
BUSINESS OF SPORTS SCHOOL
439 W 49TH STREET
NEW YORK
,
NY
10019
NONE
PC
EDUCATIONAL SUPPORT
46,000
CASA DE SALUD
3200 CHOTEAU AVENUE
ST LOUIS
,
MO
63103
NONE
PC
HEALTH & WELLNESS SUPPORT
5,000
CENTER FOR HEARING AND SPEECH
9835 MANCHESTER ROAD
ST LOUIS
,
MO
63119
NONE
PC
ANNUAL CONTRIBUTION
1,000
CENTER OF CREATIVE ARTS (COCA)
524 TRINITY AVE
ST LOUIS
,
MO
63130
NONE
501(C)(3)
EDUCATIONAL SUPPORT
10,000
CHILMARK FREE PUBLIC LIBRARY
522 S ROAD
CHILMARK
,
MA
02535
PC
ANNUAL CONTRIBUTION
1,000
CITY ACADEMY
4175 N KINGSHIGHWAY BLVD
ST LOUIS
,
MO
63115
NONE
PC
EDUCATIONAL SUPPORT
55,000
COLLEGIATE SCHOOL OF MEDICINE & BIOSCIENCE
1547 S THERESA AVE
ST LOUIS
,
MO
63104
PC
ANNUAL CONTRIBUTION
10,000
COMPASS FAMILY SERVICES
37 GROVE STREET
SAN FRANCISCO
,
CA
94102
NONE
PC
ANNUAL CONTRIBUTION
3,000
DALTON SCHOOL
108 E 89TH ST
NEW YORK
,
NY
10128
NONE
501(C)(3)
ANNUAL CONTRIBUTION
15,000
DANFORTH PLANT SCIENCE CENTER
975 N WARSON ROAD
ST LOUIS
,
MO
63132
NONE
PC
EDUCATIONAL SUPPORT
10,000
DOWNTOWN STREETS TEAM
1671 THE ALAMEDA
SAN JOSE
,
CA
95126
NONE
PC
ANNUAL CONTRIBUTION
3,000
FOREST PARK FOREVER
5595 GRAND DRIVE
ST LOUIS
,
MO
63112
NONE
PC
PUBLIC PARK SUPPORT
5,000
FUND FOR PUBLIC SCHOOLS
52 CHAMBERS ST
NEW YORK
,
NY
10007
NONE
501(C)(3)
EDUCATIONAL SUPPORT
35,000
GLYNWOOD
PO BOX 157 362 GLYNWOOD RD
COLD SPRING
,
NY
10516
NONE
PC
ANNUAL CONTRIBUTION
1,000
HAIGHT ASHBURY FOOD PROGRAM
PO BOX 17020
SAN FRANCISCO
,
CA
94117
NONE
PC
ANNUAL CONTRIBUTION
3,000
HAITICHILDREN
1101 VILLAGE ROAD SUITE LL4D
CARBONDALE
,
CO
81623
PC
ANNUAL CONTRIBUTION
2,500
HAWTHORN LEADERSHIP SCHOOL
1901 N KINGSHIGHWAY BLVD
ST LOUIS
,
MO
63113
NONE
PC
ANNUAL CONTRIBUTION
5,000
HER FUTURE COALITION
PO BOX 3403
ST AUGUSTINE
,
FL
32085
PC
ANNUAL CONTRIBUTION
8,000
HOLY INFANT CATHOLIC CHURCH
248 NEW BALLWIN ROAD
BALLWIN
,
MO
63021
NONE
501(C)(3)
ANNUAL CONTRIBUTION
2,000
HORIZONS AT SAN FRANCISCO FRIENDS SCHOOL
250 VALENCIA STREET
SAN FRANCISCO
,
CA
94103
NONE
501(C)(3)
EDUCATIONAL SUPPORT
10,000
JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES
135 W 50TH ST
NEW YORK
,
NY
10020
NONE
501(C)(3)
ANNUAL CONTRIBUTION
11,000
JOHN BURROUGHS SCHOOL
755 S PRICE ROAD
ST LOUIS
,
MO
63124
NONE
PC
EDUCATIONAL SUPPORT
510,000
MARTHA'S VINEYARD HOSPITAL
1 HOSPITAL ROAD
OAK BLUFFS
,
MA
02557
PC
ANNUAL CONTRIBUTION
2,500
MARTHA'S VINEYARD MUSEUM
59 SCHOOL ST
EDGARTOWN
,
MA
02539
NONE
PC
ANNUAL CONTRIBUTION
30,000
MARTHA'S VINEYARD PLAYHOUSE
24 CHURCH ST
VINEYARD HAVEN
,
MA
02568
PC
ANNUAL CONTRIBUTION
20,000
MARTHA'S VINEYARD PRESERVATION TRUST
99 MAIN ST
EDGARTOWN
,
MA
02539
PC
ANNUAL CONTRIBUTION
1,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE
CAMBRIDGE
,
MA
02139
NONE
PC
EDUCATIONAL SUPPORT
100,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVE
NEW YORK
,
NY
10065
NONE
PC
MEDICAL SUPPORT
5,000
MIRIAM FOUNDATION
501 BACON AVE
WEBSTER GROVES
,
MO
63119
NONE
PC
CAPITAL CAMPAIGN CONTRIBUTION
5,000
MISSOURI BAPTIST MEDICAL CENTER
3015 N BALLAS ROAD
ST LOUIS
,
MO
63131
NONE
PC
MEDICAL SUPPORT
10,000
MISSOURI BOTANICAL GARDEN
4344 SHAW BLVD
ST LOUIS
,
MO
63110
NONE
PC
EDUCATIONAL SUPPORT
10,000
MISSOURI HISTORY MUSEUM
5700 LINDELL BLVD
ST LOUIS
,
MO
63112
NONE
PC
ANNUAL CONTRIBUTION
17,500
MOUNT SINAI HEALTH SYSTEM
5 EAST 98TH ST
NEW YORK
,
NY
10029
NONE
PC
MEDICAL SUPPORT
10,000
MOUNTAIN SCHOOL
151 MOUNTAIN SCHOOL RD
VERSHIRE
,
VT
05079
NONE
PC
ANNUAL CONTRIBUTION
1,000
MVY RADIO
121 CARROLLS WAY
TISBURY
,
MA
02568
NONE
PC
ANNUAL CONTRIBUTION
1,000
NATIONAL EATING DISORDERS ASSOCIATION
1500 BROADWAY SUITE 1101
NEW YORK
,
NY
10036
PC
ANNUAL CONTRIBUTION
2,000
NATIONAL TRUST FOR HISTORIC PRESERVATION
2600 VIRGINIA AVE NW SUITE 1100
WASHINGTON
,
DC
20037
NONE
501(C)(3)
ANNUAL CONTRIBUTION
10,000
NATURE CONSERVANCY
2816 SUTTON BLVD 2
ST LOUIS
,
MO
63143
NONE
501(C)(3)
ANNUAL CONTRIBUTION
10,000
NEW ORLEANS ABORTION FUND
PO BOX 770141
NEW ORLEANS
,
LA
70117
NONE
PC
ANNUAL CONTRIBUTION
5,000
NEW YORK BOTANICAL GARDEN
2900 SOUTH BLVD
BRONX
,
NY
10458
NONE
501(C)(3)
ANNUAL CONTRIBUTION
55,000
NIGHTINGALE-BAMFORD SCHOOL
20 E 92ND ST
NEW YORK
,
NY
10128
NONE
PC
EDUCATIONAL SUPPORT
5,000
NINE NETWORK OF PUBLIC MEDIA
3655 OLIVE STREET
ST LOUIS
,
MO
63108
NONE
PC
EDUCATIONAL SUPPORT
10,000
PAIDEAI SCHOOL
2017 LINTON AVE
ST LOUIS
,
MO
63107
PC
ANNUAL CONTRIBUTION
10,000
PARK CHILDREN'S DAY SCHOOL
4 WEST 76TH ST
NEW YORK
,
NY
10023
NONE
PC
ANNUAL CONTRIBUTION
2,500
PEACE HOUSE
700 ROUND VALLEY DR 115
PARK CITY
,
UT
84060
NONE
PC
ANNUAL CONTRIBUTION
5,000
PLANNED PARENTHOOD OF GREATER NEW YORK
26 BLEECKER ST
NEW YORK
,
NY
10012
NONE
PC
MEDICAL SUPPORT
10,000
RADIO ARTS FOUNDATION
7711 CARONDELET AVE 302
ST LOUIS
,
MO
63105
NONE
PC
ARTS & ENTERTAINMENT SUPPORT
2,000
RAICES
2511 N LOOP 1604 E SUITE 102
SAN ANTONIO
,
TX
78258
PC
ANNUAL CONTRIBUTION
26,000
RANKEN TECHNICAL COLLEGE
4431 FINNEY AVE
ST LOUIS
,
MO
63113
NONE
PC
EDUCATIONAL SUPPORT
5,000
RATTLESTICK PLAYWRIGHTS THEATRE
224 WAVERLY PL
NEW YORK
,
NY
10014
PC
ANNUAL CONTRIBUTION
10,000
SAINT LOUIS ART MUSEUM
1 FINE ARTS DRIVE
ST LOUIS
,
MO
63110
NONE
PC
ARTS & ENTERTAINMENT SUPPORT
10,000
SAINT LOUIS SCIENCE CENTER
5050 OAKLAND AVE
ST LOUIS
,
MO
63110
NONE
PC
EDUCATIONAL SUPPORT
10,000
SAINT LOUIS UNIVERSITY
1 NORTH GRAND
ST LOUIS
,
MO
63103
NONE
PC
EDUCATIONAL SUPPORT
10,000
SAINT LOUIS ZOO
1 GOVERNMENT DRIVE
ST LOUIS
,
MO
63110
NONE
PC
EDUCATIONAL SUPPORT
10,000
SHERIFF'S MEADOW FOUNDATION
57 DAVID AVE
VINEYARD HAVEN
,
MA
02568
NONE
PC
ANNUAL CONTRIBUTION
5,000
ST LOUIS CHILDREN'S HOSPITAL
1 CHILDRENS PLACE
ST LOUIS
,
MO
63110
NONE
PC
MEDICAL SUPPORT
10,000
ST LOUIS PUBLIC RADIO
3651 OLIVE STREET
ST LOUIS
,
MO
63108
NONE
PC
EDUCATIONAL SUPPORT
10,000
ST LOUIS SYMPHONY
718 N GRAND BLVD
ST LOUIS
,
MO
63103
NONE
PC
ARTS & ENTERTAINMENT SUPPORT
10,000
STOKED MENTORING
68 JAY ST ROOM 425
BROOKLYN
,
NY
11201
PC
ANNUAL CONTRIBUTION
1,000
STUDENT LEADERSHIP NETWORK
322 8TH AVENUE 4TH FLOOR
NEW YORK
,
NY
10001
PC
ANNUAL CONTRIBUTION
2,500
STUDIO CREATIVE PLAY
53 PROSPECT PARK WEST
BROOKLYN
,
NY
11215
NONE
PC
ANNUAL CONTRIBUTION
25,000
TEMPLE EMANUEL
12166 CONWAY RD
ST LOUIS
,
MO
63141
NONE
PC
ANNUAL CONTRIBUTION
10,000
THE KAPLAN CENTER
6829 ELM ST
MCLEAN
,
VA
22101
PC
ANNUAL CONTRIBUTION
10,000
THE MAGIC HOUSE
516 S KIRKWOOD ROAD
ST LOUIS
,
MO
63122
NONE
PC
EDUCATIONAL SUPPORT
5,000
THE MUNY
1 THEATRE DRIVE
ST LOUIS
,
MO
63112
NONE
PC
ARTS & ENTERTAINMENT SUPPORT
160,000
THE SCHOLARSHIP FOUNDATION OF ST LOUIS
8215 CLAYTON ROAD
CLAYTON
,
MO
63117
NONE
PC
EDUCATIONAL SUPPORT
10,000
THE TREVOR PROJECT
PO BOX 69232
WEST HOLLYWOOD
,
CA
90069
PC
ANNUAL CONTRIBUTION
5,000
THEATER MASTERS
PO BOX 899
ASPEN
,
CO
81612
NONE
PC
ANNUAL CONTRIBUTION
6,500
UNITED WAY OF GREATER ST LOUIS
910 N 11TH STREET
ST LOUIS
,
MO
63101
NONE
PC
HEALTH & WELLNESS SUPPORT
10,000
WASHINGTON UNIVERSITY
1 BROOKINGS DRIVE
ST LOUIS
,
MO
63130
NONE
PC
EDUCATIONAL SUPPORT
1,395,000
WEBSTER UNIVERSITY
470 E LOCKWOOD AVE
WEBSTER GROVES
,
MO
63119
NONE
PC
EDUCATIONAL SUPPORT
10,000
WESTCHESTER REFORM TEMPLE
255 MAMARONECK ROAD
SCARSDALE
,
NY
10583
NONE
PC
ANNUAL CONTRIBUTION
2,000
WOMEN'S REFUGEE COMMISSION
15 W 37TH ST
NEW YORK
,
NY
10018
PC
ANNUAL CONTRIBUTION
15,000
WORLD PEDIATRIC PROJECT
755 S NEW BALLAS ROAD 140
ST LOUIS
,
MO
63141
NONE
PC
ANNUAL CONTRIBUTION
10,000
YELLOWHAMMER FUND
4831 SPARKMAN DRIVE NW
HUNTSVILLE
,
AL
35810
NONE
PC
ANNUAL CONTRIBUTION
5,000
Total
.................................
3a
3,715,500
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
503,405
4
Dividends and interest from securities
....
14
1,583,581
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
16,835
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,698,859
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
3,802,680
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
3,802,680
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description