Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 07-01-2020 , and ending 06-30-2021
Name of foundation
NORMAN J STUPP FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 11356
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLAYTON, MO63105
A Employer identification number

43-6027433
B Telephone number (see instructions)

(314) 746-7329
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,886,084J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 425,263 425,263  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,536,718
b Gross sales price for all assets on line 6a 5,983,046
7 Capital gain net income (from Part IV, line 2)... 1,536,718
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).......      
12 Total. Add lines 1 through 11........ 1,961,981 1,961,981  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 241,111 122,648   118,463
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 20,836 14,836   6,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 79 79   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 161 11   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 262,187 137,574   124,463
25 Contributions, gifts, grants paid....... 974,156 974,156
26 Total expenses and disbursements. Add lines 24 and 25 1,236,343 137,574   1,098,619
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 725,638
b Net investment income (if negative, enter -0-) 1,824,407
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 817,899 560,210 560,210
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 11,951,807 Click to see attachment13,020,320 20,193,024
c Investments—corporate bonds (attach schedule)....... 5,886,056 Click to see attachment5,802,236 6,132,850
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,655,762 19,382,766 26,886,084
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 18,655,762 18,655,762
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 727,004
29 Total net assets or fund balances (see instructions)..... 18,655,762 19,382,766
30 Total liabilities and net assets/fund balances (see instructions). 18,655,762 19,382,766
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
18,655,762
2
Enter amount from Part I, line 27a .....................
2
725,638
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,366
4
Add lines 1, 2, and 3 ..........................
4
19,382,766
5
Decreases not included in line 2 (itemize) bullet
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
19,382,766
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 5,768,225   4,446,328 1,321,897
b 214,821     214,821
c
d
e
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       1,321,897
b       214,821
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,536,718
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 25,359
c All other domestic foundations enter 1.39% 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 25,359
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 25,359
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 14,017
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 14,017
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 181
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 11,523
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletMO
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletCOMMERCE TRUST COMPANY Telephone no.bullet (314) 746-7322

    Located atbullet8000 FORSYTH BLVDCLAYTONMO ZIP+4bullet63105
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
    No
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    COMMERCE TRUST COMPANY TRUSTEE
    25.00     		146,710 0 0
    PO BOX 11356
    CLAYTON,MO63105
    COMMERCE TRUST COMPANY CHARITABLE
    10.00     		87,801 0 0
    PO BOX 11356
    CLAYTON,MO63105
    COMMERCE TRUST COMPANY TAX PREPARATION
    0.25     		6,600 0 0
    PO BOX 11356
    CLAYTON,MO63105
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    23,794,960
    b
    Average of monthly cash balances.......................
    1b
    986,026
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,780,986
    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
    24,780,986
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    371,715
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,409,271
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,220,464
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,220,464
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    25,359
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,359
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,195,105
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,195,105
    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
    1,195,105
    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
    1,098,619
    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
    1,098,619
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,098,619
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,195,105
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 65,146
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,098,619
    a Applied to 2019, but not more than line 2a 65,146
    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 2020 distributable amount..... 1,033,473
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		161,632
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CINDY LEWIS COMMERCE TRUST COMPANY
    8000 FORSYTH BLVD
    CLAYTON,MO63105
    (314) 746-7322
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION IS AVAILABLE BY CONTACTING CINDY LEWIS AT ADDRESS IN 2A.
    cAny submission deadlines:
    MARCH 1. SEPTEMBER 1.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION FUNDS ONLY ST. LOUIS-BASED INITIATIVES. NO GRANTS TO INDIVIDUALS OR SPONSORSHIPS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    A MILLION STARS INC
    110 N JEFFERSON AVE
    ST LOUIS,MO63103     		NONE PC GENERAL OPERATING SUPPORT 10,000
    AIM HIGH - ST LOUIS
    755 S PRICE RD
    ST LOUIS,MO63124     		NONE PC GENERAL OPERATING SUPPORT 20,000
    ALMOST HOME
    3200 ST VINCENT AVE
    ST LOUIS,MO63104     		NONE PC GENERAL OPERATING SUPPORT 7,000
    ANGELS ARMS
    12128A TESSON FERRY RD
    ST LOUIS,MO63128     		NONE PC LIFE LAUNCH 10,000
    ASSISTANCE LEAGUE OF ST LOUIS
    30 HENRY AVE
    ELLISVILLE,MO63011     		NONE PC OPERATION SCHOOL BELL (OSB) 7,500
    BEYOND HOUSING INC
    6506 WRIGHT WAY
    ST LOUIS,MO63121     		NONE PC YOUTH PROGRAMS 15,000
    BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI
    501 N GRAND BLVD STE 100
    ST LOUIS,MO63103     		NONE PC YOUTH MENTORING AND WRAPAROUND SUPPORT 22,500
    BIG BROTHERS BIG SISTERS OF SOUTHWESTERN ILLINOIS
    2900 FRANK SCOTT PKWY W STE 956
    BELLEVILLE,IL62223     		NONE PC GENERAL OPERATING SUPPORT 6,000
    BOYS HOPE GIRLS HOPE
    8027 ELINOR AVE
    ST LOUIS,MO63117     		NONE PC BOYS HOPE GIRLS HOPE OF ST. LOUIS RESIDENTIAL AND COLLEGIAN PROGRAMS 8,000
    CENTER OF CREATIVE ARTS
    6880 WASHINGTON AVE
    ST LOUIS,MO63130     		NONE PC ADVANCING ARTS INTEGRATION THROUGH PROFESSIONAL DEVELOPMENT 5,000
    CHILD CENTER MARYGROVE
    2705 MULLANPHY LN
    FLORISSANT,MO63031     		NONE PC MARYGROVE'S THERAPEUTIC RESIDENTIAL TREATMENT PROGRAM (TRTP) 10,000
    CHILD DAY CARE ASSOCIATION OF ST LOUIS
    1310 PAPIN ST STE 100B
    ST LOUIS,MO63103     		NONE PC INCLUSION SERVICES: SUPPORTING SOCIAL-EMOTIONAL DEVELOPMENT IN CHILDREN 9,000
    CHRISTIAN ACTIVITY CENTER
    540 N 6TH ST
    EAST ST LOUIS,IL62201     		NONE PC FRONT LINE STUDENT SUPPORT 9,000
    CITY ACADEMY INC
    4175 N KINGSHIGHWAY BLVD
    ST LOUIS,MO63115     		NONE PC COVID-19: ON-CAMPUS SUPERVISED VIRTUAL LEARNING 8,000
    COMPASS HEALTH INC
    111 MEXICO CT
    ST PETERS,MO63376     		NONE PC THE PINOCCHIO PROGRAM 12,500
    CONNECTIONS TO SUCCESS INC
    3000 LITTLE HILLS EXPY STE 102
    ST CHARLES,MO63301     		NONE PC PATHWAYS TO SUCCESS 8,000
    COVENANT HOUSE MISSOURI
    2727 N KINGSHIGHWAY BLVD
    ST LOUIS,MO63113     		NONE PC GENERAL OPERATING SUPPORT 20,000
    DE LA SALLE INC
    1106 N JEFFERSON AVE
    ST LOUIS,MO63106     		NONE PC GRADUATE SUPPORT PROGRAM 12,500
    DEPAUL USA INC
    PO BOX 756
    CHICAGO,IL60690     		NONE PC DEPAUL USA ST. LOUIS PROGRAMS 5,000
    EPWORTH CHILDREN AND FAMILY SERVICES INC
    110 N ELM AVE
    ST LOUIS,MO63119     		NONE PC OLDER YOUTH SERVICES 15,000
    FATHERS SUPPORT CENTER ST LOUIS
    1601 OLIVE ST
    ST LOUIS,MO63103     		NONE PC FATHERS & FAMILIES SUPPORT CENTERS FAMILY FORMATION EXPANSION 8,500
    FOCUS ST LOUIS
    815 OLIVE ST STE 110
    ST LOUIS,MO63101     		NONE PC FOCUS ST. LOUIS GENERAL OPERATING SUPPORT 15,000
    FOREST PARK FOREVER INC
    5595 GRAND DR
    ST LOUIS,MO63112     		NONE PC NATURE PLAYSCAPE EDUCATIONAL RESOURCES 20,000
    FORWARD THROUGH FERGUSON
    20 S SARAH AVE
    ST LOUIS,MO63108     		NONE PC COMMUNITY ENGAGEMENT FOR EDUCATION ADVOCACY 5,000
    FOSTER CARE COALITION OF GREATER ST LOUIS INC
    1750 S BRENTWOOD BLVD STE 210
    ST LOUIS,MO63144     		NONE PC FOSTER CARE & ADOPTION PROGRAMS 15,000
    FRIENDS OF MADISON COUNTY CHILD ADVOCACY CENTER
    101 E EDWARDSVILLE RD
    WOOD RIVER,IL62095     		NONE PC GENERAL OPERATING SUPPORT 7,500
    GATEWAY REGION YOUNG MEN'S CHRISTIAN ASSOCIATION
    2815 SCOTT AVE STE D
    ST LOUIS,MO63103     		NONE PC COMMUNITY DEVELOPMENT ACADEMIC SUPPORT AND ENRICHMENT PROGRAMS 15,000
    GENE SLAY'S BOYS AND GIRLS CLUB OF ST LOUIS INC
    2524 S 11TH ST
    ST LOUIS,MO63104     		NONE PC ACADEMIC SUPPORT & ASSISTANCE PROGRAM 5,600
    GIRLS INCORPORATED OF ST LOUIS
    3801 NELSON DR
    ST LOUIS,MO63121     		NONE PC GIRLS INC. OUTREACH EXTENDED LEARNING NSC/SLPS 7,000
    HARRIS-STOWE STATE UNIVERSITY
    3026 LACLEDE AVE
    ST LOUIS,MO63103     		NONE PC THE HORNET SUMMER BRIDGE PROGRAM 8,500
    HAVEN OF GRACE
    1225 WARREN ST
    ST LOUIS,MO63106     		NONE PC HAVEN OF GRACE RESIDENTIAL PROGRAMS 12,500
    HERBERT HOOVER BOYS AND GIRLS CLUB OF ST LOUIS INC
    2901 N GRAND AVE
    ST LOUIS,MO63107     		NONE PC PROJECT LEARN AND SUMMER PRE-INTERNSHIP PROGRAM 35,000
    IMMIGRANT AND REFUGEE WOMEN'S PROGRAM
    5021 ADKINS AVE
    ST LOUIS,MO63116     		NONE PC GENERAL OPERATING SUPPORT 8,500
    INTERFAITH RESIDENCE DBA DOORWAYS
    4385 MARYLAND AVE
    ST LOUIS,MO63108     		NONE PC BUILDING CAPACITY FOR STABILITY AND A BETTER FUTURE 12,500
    JEFFERSON COUNTY COMMUNITY PARTNERSHIP INC
    3875 PLASS RD BLDG A
    FESTUS,MO63028     		NONE PC GENERAL OPERATING SUPPORT FOR JEFFERSON COUNTY COMMUNITY PARTNERSHIP AND ITS PROGRAMS 10,000
    JUNIOR ACHIEVEMENT OF GREATER ST LOUIS
    17339 N OUTER FORTY RD
    CHESTERFIELD,MO63005     		NONE PC GENERAL OPERATING SUPPORT 10,000
    KINGDOM HOUSE DBA LIFEWISE STL
    1321 S 11TH ST
    ST LOUIS,MO63104     		NONE PC LIFEWISE ACADEMY 10,000
    LITTLE BIT FOUNDATION
    516 HANLEY INDUSTRIAL CT
    ST LOUIS,MO63144     		NONE PC GENERAL OPERATING SUPPORT 5,000
    LOYOLA ACADEMY OF ST LOUIS
    3851 WASHINGTON BLVD
    ST LOUIS,MO63108     		NONE PC STEAM PROGRAMMING 10,000
    LYDIA'S HOUSE INC
    PO BOX 2722
    ST LOUIS,MO63116     		NONE PC TRANSITIONAL HOUSING & SUPPORT SERVICES BENEFITING SURVIVORS OF DOMESTIC VIOLENCE 10,000
    MARIAN MIDDLE SCHOOL
    4130 WYOMING ST
    ST LOUIS,MO63116     		NONE PC GENERAL OPERATING SUPPORT 12,500
    NATIONAL AUDUBON SOCIETY INC
    301 RIVERLANDS WAY
    WEST ALTON,MO63386     		NONE PC FLIGHT CREW SUMMER JOBS PROGRAM 7,500
    NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE OF METRO ST LOUIS
    1405 PINE ST STE 202
    ST LOUIS,MO63103     		NONE PC GENERAL OPERATING SUPPORT 10,000
    NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED
    295 N LINDBERGH BLVD
    ST LOUIS,MO63141     		NONE PC BACK TO SCHOOL! STORE/KIDS COMMUNITY CLOSET 10,000
    NORTHSIDE YOUTH AND SENIOR SERVICE CENTER INC
    4120 MAFFITT AVE
    ST LOUIS,MO63113     		NONE PC NORTHSIDE AFTERSCHOOL CLUB 6,000
    NURSES FOR NEWBORNS
    3 SUNNEN DR
    ST LOUIS,MO63143     		NONE PC HOME VISITING FOR TEEN PARENTS 15,000
    OPERATION FOOD SEARCH INC
    1644 LOTSIE BLVD
    ST LOUIS,MO63132     		NONE PC FRESH RX, PRESCRIBING HEALTHY FUTURES 10,000
    PARENTS AS TEACHERS NATIONAL CENTER INC
    2228 BALL DR
    ST LOUIS,MO63146     		NONE PC SHOW ME STRONG FAMILIES 8,500
    PETER AND PAUL COMMUNITY SERVICES INC
    2612 WYOMING ST
    ST LOUIS,MO63118     		NONE PC SOULARD EMERGENCY SHELTER 20,000
    PLACES FOR PEOPLE INCORPORATED
    1001 LYNCH ST
    ST LOUIS,MO63118     		NONE PC OUTREACH TO PEOPLE WHO ARE HOMELESS AND HOSPITALIZED WITH A SERIOUS MENTAL ILLNESS 25,000
    PROVIDENT INC
    2650 OLIVE ST
    ST LOUIS,MO63103     		NONE PC YOUTH COUNSELING AND PSYCHIATRIC SERVICES 10,000
    READY READERS
    10403 BAUR BLVD STE H
    ST LOUIS,MO63132     		NONE PC READY READERS STORYTIME PROGRAM SUPPORT 8,000
    REBUILDING TOGETHER ST LOUIS
    357 MARSHALL AVE STE 2
    ST LOUIS,MO63119     		NONE PC ROOF AND MAJOR REPAIRS PROGRAM 15,000
    SAFE CONNECTIONS
    2165 HAMPTON AVE
    ST LOUIS,MO63139     		NONE PC CRISIS INTERVENTION, COUNSELING, AND VIOLENCE PREVENTION EDUCATION 12,500
    SHERWOOD FOREST CAMP INC
    2708 SUTTON BLVD
    ST LOUIS,MO63143     		NONE PC QUEST 10,000
    SISTER THEA BOWMAN CATHOLIC SCHOOL
    8213 CHURCH LN
    EAST ST LOUIS,IL62203     		NONE PC EXTENDED DAY - ELEARNING CENTER PROGRAM 8,000
    ST FRANCIS COMMUNITY SERVICES
    4445 LINDELL BLVD
    ST LOUIS,MO63108     		NONE PC PROGRAMMING STABILITY 5,000
    ST LOUIS AREA FOOD BANK INC
    70 CORPORATE WOODS DR
    BRIDGETON,MO63044     		NONE PC FIGHTING HUNGER, FEEDING HOPE 25,000
    ST LOUIS COMMUNITY FOUNDATION INCORPORATED
    2 OAK NOLL PK
    ST LOUIS,MO63105     		NONE PC ST. LOUIS GRADUATES PROFESSIONAL DEVELOPMENT INSTITUTE 20,000
    ST LOUIS COUNTY LIBRARY FOUNDATION
    1640 S LINDBERGH BLVD
    ST LOUIS,MO63131     		NONE PC COVID-19 RESPONSE -- DIGITAL EQUITY 18,056
    ST LOUIS REGIONAL PUBLIC MEDIA INC
    3655 OLIVE ST
    ST LOUIS,MO63108     		NONE PC NINE PBS EARLY EDUCATION INITIATIVE: EDUCATOR AND CAREGIVER PROFESSIONAL DEVELOPMENT 20,000
    ST LOUIS SCIENCE CENTER FOUNDATION
    5050 OAKLAND AVE
    ST LOUIS,MO63110     		NONE PC YOUTH EXPLORING SCIENCE (YES) 8,000
    ST LOUIS UNIVERSITY
    1 N GRAND BLVD
    ST LOUIS,MO63103     		NONE PC ANNUAL BEQUEST 50,000
    ST VINCENT HOME FOR CHILDREN
    7401 FLORISSANT RD
    ST LOUIS,MO63121     		NONE PC RESIDENTIAL TREATMENT SERVICES 7,500
    THE BIOME
    4471 OLIVE ST
    ST LOUIS,MO63108     		NONE PC GENERAL OPERATING SUPPORT 8,500
    THE OASIS INSTITUTE
    11780 BORMAN DR STE 400
    ST LOUIS,MO63146     		NONE PC OASIS INTERGENERATIONAL TUTORING 7,500
    THE SALVATION ARMY
    1130 HAMPTON AVE
    ST LOUIS,MO63139     		NONE PC REGIONAL SOCIAL SERVICES 12,500
    THE TOWER GROVE PARK FOUNDATION
    4256 MAGNOLIA AVE
    ST LOUIS,MO63110     		NONE PC HORTICULTURE PROGRAM 10,000
    TODAY AND TOMORROW EDUCATIONAL FOUNDATION
    20 ARCHBISHOP MAY DR
    ST LOUIS,MO63119     		NONE PC HELP FOR TODAY - HOPE FOR TOMORROW SCHOLARSHIP PROGRAM 10,000
    UNIVERSITY CITY PUBLIC SCHOOLS EDUCATION FOUNDATION INC
    8136 GROBY RD
    ST LOUIS,MO63130     		NONE PC EARLY COLLEGE EXPERIENCE FOR HIGH SCHOOL STUDENTS 6,000
    UNIVERSITY OF MISSOURI - ST LOUIS
    1 UNIVERSITY BLVD 440 WOODS HALL
    ST LOUIS,MO63121     		NONE PC BRIDGE PROGRAM AFTER SCHOOL CLUBS 11,000
    UNLEASHING POTENTIAL
    1000 N VANDEVENTER AVE 2ND FLOOR
    ST LOUIS,MO63113     		NONE PC GENERAL OPERATING SUPPORT 15,000
    URBAN LEAGUE OF METROPOLITAN ST LOUIS
    1408 N KINGSHIGHWAY BLVD
    ST LOUIS,MO63113     		NONE PC COMMUNITY SCHOOL PARTNERSHIP 10,000
    VISION FOR CHILDREN AT RISK INC
    1000 N VANDEVENTER AVE
    ST LOUIS,MO63113     		NONE PC CHILDREN OF METROPOLITAN ST. LOUIS DATA REPORT 10,000
    VOICES FOR CHILDREN DBA CASA OF ST LOUIS
    105 S CENTRAL AVE
    ST LOUIS,MO63105     		NONE PC ADVOCATES FOR CHILDREN AGES BIRTH TO 5 15,000
    WOMEN'S SAFE HOUSE
    PO BOX 63010
    ST LOUIS,MO63163     		NONE PC GENERAL OPERATING SUPPORT 6,500
    WYMAN CENTER INC
    600 KIWANIS DR
    EUREKA,MO63025     		NONE PC WYMAN LEADERS PROGRAM 15,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN ST LOUIS MISSOURI
    3820 W PINE BLVD
    ST LOUIS,MO63108     		NONE PC GENERAL OPERATING SUPPORT 20,000
    YOUTH AND FAMILY CENTER
    818 CASS AVE
    ST LOUIS,MO63106     		NONE PC OUT OF SCHOOL PROGRAMMING 5,000
    YOUTH IN NEED
    1815 BOONES LICK RD
    ST CHARLES,MO63301     		NONE PC TRANSITIONAL LIVING PROGRAM FOR RUNAWAY AND HOMELESS YOUTH 20,000
    Total .................................bullet 3a 974,156
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 425,263  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,536,718  
    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 1,961,981 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,961,981
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    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? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    ANN A TRAVER CHARITABLE TRUST B 501(C)(4) COMMON TRUSTEE
    IVY J TRIMMER - CHRISTIAN CHURCH 501(C)(4) COMMON TRUSTEE
    IVY J TRIMMER TRUST 501(C)(4) COMMON TRUSTEE
    ALICE G OGG TRUST UNDER WILL 501(C)(4) COMMON TRUSTEE
    MARY HARTMANN FOUNDATION 501(C)(4) COMMON TRUSTEE
    SHAARE SHOLEM CEMETERY TRUST 501(C)(13) COMMON TRUSTEE
    ADATH JOSEPH CEMETERY FUND 501(C)(13) COMMON TRUSTEE
    NINA BOZARTH TUW FBO KAMPF 501(C)(13) COMMON TRUSTEE
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    NORMAN J STUPP FOUNDATION
    EIN:
    43-6027433
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3M COMPANY NT 2.875% 10/15/27 64,601 70,709
    ABBOTT LABS NT 6.15% 11/30/37 24,900 36,834
    ACE INA HOLDINGS NT 3.35% 5/3/26 66,256 71,450
    AMAZON.COM NT 1.65% 5/12/28 59,965 60,539
    AMER HONDA FIN NT 2.9% 2/16/24 59,624 63,451
    AMER WATER CAP NT 3% 12/1/26 34,936 37,855
    AMERIPRISE FINL NT 3.7% 10/15/24 56,670 60,003
    APPLE INC NT 2.1% 9/12/22 34,959 35,726
    ASCENSION HEALTH NT 3.945% 11/15/46 61,298 73,516
    BANK OF AMERICA NT V/R 4/23/40 60,000 70,414
    BAPTIST HLTH FL NT 4.342% 11/15/41 35,280 41,838
    BK OF NY MELLON NT 3.65% 2/4/24 34,872 37,739
    BLACKROCK INC NT 3.375% 6/1/22 31,142 30,871
    BP CAP MARKETS NT 4.234% 11/6/28 55,000 63,831
    BSARM 2003-3 CL 2A2 V/R 5/25/33 4,287 5,028
    BURLINGTON NORTH NT 3.9% 8/1/46 29,760 35,260
    CANADIAN NATL RR NT 2.85% 12/15/21 35,327 35,189
    CATERPILLAR FINL NT 0.25% 3/1/23 59,948 59,870
    CD 2017-CD3 CL A2 3.153% 2/10/50 56,649 55,369
    CHEVRON CORP NT 3.191% 6/24/23 40,393 41,992
    CINCINNATI OH TXBL GO 1.88% 12/1/31 65,560 65,337
    CONSUMERS ENERGY NT 3.95% 7/15/47 49,791 59,133
    CSFB 2003-19 CL 1A4 5.25% 7/25/33 2,651 3,119
    CSFB 2003-8 CL 3A4 5.5% 4/25/33 3,558 3,536
    CUMMINS INC NT 2.6% 9/1/50 59,603 57,212
    CWALT 2004-18CB CL 3A1 5.25% 9/25/19 137 136
    DUKE ENERGY FL NT 2.538% 9/1/29 56,975 63,276
    DUKE ENERGY NT 4.2% 3/15/42 42,802 46,428
    EMERSON ELEC NT 2.75% 10/15/50 64,921 64,803
    ENTERGY MISSISSIPPI NT 3.1% 7/1/23 34,937 36,398
    FHLB NT 2.5% 12/8/23 76,301 79,010
    FHLMC GOLD C01116 7.5% 1/01/31 1,159 1,277
    FHLMC GOLD POOL #G61157 3.5% 10/1/44 24,166 25,221
    FHLMC POOL # 781530 V/R 5/1/34 715 789
    FHLMC POOL # 847512 V/R 1/1/36 720 728
    FHR 2021-5081 CL QA 2% 12/25/50 65,689 64,442
    FHR 2021-5103 CL LK 1.5% 5/25/41 59,902 59,729
    FHR 2126 CL CB 6.25% 2/15/29 3,161 3,434
    FHR 2790 CL TN 4% 5/15/24 1,641 1,908
    FHR 4666 CL PB 3% 8/15/45 18,206 18,478
    FHR 4679 CL DY 3.5% 7/15/42 7,263 7,116
    FHR 4766 CL GD 3.5% 3/15/44 3,273 3,248
    FHR 4835 CL MW 4.5% 5/15/45 18,645 18,087
    FHR 4840 CL MB 4.5% 9/15/46 63,375 61,785
    FHR 4841 CL VH 4.5% 10/15/37 63,169 62,336
    FM SCRT 2017-3 CL MA 3% 7/25/56 34,770 35,888
    FN UMBS POOL #BO1277 3% 7/1/49 46,885 47,107
    FN UMBS POOL #MA3933 2.5% 2/1/40 32,017 32,778
    FN UMBS POOL #MA4204 2% 12/1/40 64,100 62,765
    FNMA NT 0.42% 11/18/24 75,000 74,631
    FNMA NT 2.075% 2/28/22 60,000 60,787
    FNMA NT 2.125% 4/24/26 73,781 79,520
    FNMA POOL # 675570 6% 12/1/32 433 472
    FNMA POOL # 735648 V/R 02/01/34 1,710 1,725
    FNMA POOL # 766027 5% 2/1/34 2,400 2,741
    FNMA POOL # 802650 5.109% 10/1/34 391 384
    FNMA POOL # 816308 V/R 2/1/35 931 942
    FNMA POOL # BF0157 4% 8/1/46 29,720 31,903
    FNMA POOL # MA2354 3.5% 8/1/35 13,152 13,485
    FNMA POOL # MA2655 4% 6/1/36 36,876 37,549
    FNMA POOL #AS4374 3.5% 2/1/45 11,566 12,138
    FNMA POOL #BM4874 V/R 11/1/48 15,796 16,296
    FNMA POOL# MA2841 2.5% 12/1/36 19,254 20,696
    FNR 2003-117 CL KB 6% 12/25/33 29,022 33,347
    FNR 2003-14 CL AP 4% 3/25/33 484 498
    FNR 2015-2 CL PA 2.25% 3/25/44 9,058 9,230
    FNR 2016-16 CL PD 3% 12/25/44 11,947 12,299
    FNR 2017-88 CL JH 3% 11/25/46 10,155 10,333
    FNR 2018-22 CL BC 3.75% 5/25/44 3,343 3,319
    FNR 2019-78 CL VD 3% 1/25/40 60,984 60,958
    FNR 2021-3 CL PH 1.25% 2/25/51 63,923 63,250
    GENERAL DYNAMICS NT 2.25% 11/15/22 59,493 61,332
    GNMA II POOL #BK6472 5% 2/20/49 2,453 2,503
    GNMA POOL # 622123 5.5% 10/15/33 3,115 3,515
    GNR 2009-118 CL AP 3% 12/16/39 36,680 38,149
    GNR 2017-170 CL HE 3% 11/16/47 17,155 18,254
    GNR 2017-36 CL MA 3.5% 3/20/47 9,565 10,053
    GNR 2018-15 CL LV 3% 6/20/37 66,371 66,097
    GNR 2020-24 CL AC 2.35% 2/16/61 60,935 60,963
    GONZAGA UNIV NT 4.158% 4/1/46 15,000 17,075
    HENNEPIN CO MN TXBL GO 4.8% 12/1/35 36,113 45,699
    HONEYWELL INTL NT 2.5% 11/1/26 56,660 64,037
    ILLINOIS TOOL NT 2.65% 11/15/26 34,890 37,559
    IMSA 2006-1 CL 2A1 V/R 5/25/36 2,311 2,566
    JOHNSON & JOHNSON NT 5.85% 7/15/38 35,111 51,249
    JPMORGAN CHASE NT V/R 1/23/29 55,000 60,599
    MASTERCARD INC NT 2.95% 6/1/29 59,917 65,554
    MICROSOFT CORP NT 2.375% 5/1/23 34,882 36,174
    MITSUBISHI FIN NT 2.998% 2/22/22 50,053 50,886
    MLMI 2005-A7 CL 2A1 5.4005% 9/25/35 3,715 3,525
    MO ST EDL FAC TXBL 3.535% 2/15/33 40,000 46,236
    NATL RURAL UTIL NT 2.3% 9/15/22 34,993 35,713
    NEVADA POWER NT 6.75% 7/1/37 53,420 58,438
    NORTHERN ST PWR NT 4.85% 8/15/40 34,051 38,033
    NORTHERN TRUST NT 1.95% 5/1/30 64,754 65,612
    NOVARTIS NT 2.4% 5/17/22 49,725 50,879
    PNC BANK NA NT 2.7% 11/1/22 33,500 36,036
    PPL ELECTRIC UTIL NT 3% 10/1/49 63,909 67,115
    PRAXAIR INC NT 2.65% 2/5/25 58,347 58,448
    PUB SVC ELEC & GAS NT 5.5% 3/1/40 40,700 54,819
    RIVER CITY INC KY 2.75% 12/1/33 50,839 62,824
    ROYAL BK OF CANADA NT V/R 4/27/26 65,000 65,094
    SASC 2003-31A 2A7 V/R 10/25/33 3,597 4,650
    SCHLUMBERGER INV NT 3.65% 12/1/23 53,836 54,399
    SHELL INTERNATIONAL NT 2% 11/7/24 64,815 67,592
    STATE STREET NT V/R 11/1/25 60,000 63,086
    STRU AM-7237 CL MC 1.25% 6/1/51 70,016 70,016
    STRYKER CORP NT 3.375% 5/15/24 34,693 37,521
    TENN VY NT 6.15% 1/15/38 34,923 46,241
    THE MET NT 3.4% 7/1/45 29,826 33,524
    TIFT CO GA TXBL HOSP 0.422% 12/1/23 40,000 39,880
    TN VALLEY AUTHORITY NT 6.75% 11/1/25 24,053 25,067
    TOSCO CORP NT 8.125% 2/15/30 25,976 28,803
    TOTAL CAP CANADA NT 2.75% 7/15/23 54,083 57,516
    TRANS-CANADA PL NT 7.25% 8/15/38 32,055 37,615
    TRAVELERS COS INC NT 4.1% 3/4/49 49,812 61,554
    TRUIST FINANCIAL NT V/R 6/7/29 65,000 65,256
    TX ST A&M UNIV TXBL 4.772% 5/15/33 35,000 37,678
    TX ST TXBL GO 2.315% 10/1/21 55,000 55,295
    TX ST UNIV TXBL 2.939% 2/15/24 60,000 63,650
    U S TREASURY BDS 2% 1/15/26 38,666 39,585
    UNITED PARCEL SVS NT 2.45% 10/1/22 39,947 41,088
    UNIV MA TXBL 2.84% 11/1/23 75,000 79,313
    US BANCORP NT 2.95% 7/15/22 38,274 41,039
    US TREASURY BD 1.125% 8/15/40 41,576 43,061
    US TREASURY BOND 2.5% 2/15/45 57,624 70,396
    US TREASURY BOND 5.375% 2/15/31 32,573 40,837
    US TREASURY NT 0.125% 9/15/23 59,852 59,789
    US TREASURY NT 0.25% 4/15/23 150,270 150,098
    US TREASURY NT 0.375% 4/15/24 115,193 114,865
    US TREASURY NT 1.625% 2/15/26 69,779 77,789
    US TREASURY NT 1.625% 5/31/23 120,620 128,316
    US TREASURY NT 2.25% 11/15/25 137,432 133,065
    US TREASURY NT 2.25% 12/31/23 99,664 104,735
    US TREASURY NTS 1.5% 2/15/30 64,976 60,647
    VISA INC NT 1.9% 4/15/27 59,831 61,994
    WELLS FARGO BK NT 5.95% 8/26/36 58,037 61,647
    WI PUBLIC SERV NT 3.3% 9/1/49 59,931 64,341
    WW GRAINGER NT 3.75% 5/15/46 19,864 22,996
    WYETH NT 7.25% 3/1/23 39,900 33,379

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    NORMAN J STUPP FOUNDATION
    EIN:
    43-6027433
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 39,713 52,737
    AGILENT TECHNOLOGIES INC 24,798 50,994
    AGREE REALTY CORP 21,282 23,262
    ALAMO GROUP INC 19,853 34,353
    ALLEGIANT TRAVEL CO 22,827 27,160
    ALPHABET INC CL A 90,051 231,970
    ALTICE USA INC A 43,033 43,187
    AMAZON COM INC 108,414 326,815
    AMEDISYS INC 47,197 40,413
    AMERIS BANCORP 25,948 41,010
    AMERISAFE INC 14,642 21,667
    AMGEN INC 31,009 51,188
    AMPHENOL CORP CL-A 26,507 51,650
    ANSYS INC 23,606 41,647
    APPLE INC 66,718 506,067
    ATRICURE INC 13,893 38,078
    AUTODESK INC 47,996 51,083
    AVIENT CORP 34,289 49,160
    BALCHEM CORP 13,742 30,190
    BALL CORP 44,153 41,725
    BOOT BARN HOLDINGS INC 11,608 29,838
    BROADRIDGE FINANCIAL SOL 25,766 41,190
    BROOKS AUTOMATION INC 34,805 44,782
    CADENCE DESIGN SYSTEMS INC 29,145 52,676
    CASTLE BIOSCIENCES INC 11,025 12,833
    CATHAY GENERAL BANCORP 25,126 30,504
    CDW CORP/DE 42,620 43,663
    CENTRAL GARDEN AND PET CO-A 24,821 35,742
    CERENCE INC 19,170 26,678
    CHARTER COMMUNICATIONS INC A 49,354 50,502
    CHURCHILL DOWNS INC 15,920 29,739
    CHUYS HOLDINGS INC 10,532 14,792
    COGNEX CORP 31,224 46,228
    COHEN & STEERS INC 10,439 31,605
    COMMERCE MIDCAP GROWTH FUND 393,972 963,690
    COMMERCE VALUE FUND INSTITUTIONAL 614,558 1,095,749
    COMPASS MINERALS INTERNATIONAL 16,791 14,222
    COPART INC 38,316 40,867
    COVETRUS INC 27,263 29,700
    CRYOLIFE INC 20,328 25,276
    CRYOPORT INC 14,006 32,497
    DFA INTL SMALL CO PORTFOLIO 10,337 15,142
    DOLLAR GENERAL CORP 29,941 50,852
    EBAY INC 40,859 55,466
    EMERGENT BIOSOLUTIONS INC 21,447 17,952
    ENDAVA PLC ADR 33,081 57,257
    FACEBOOK INC-A 53,786 159,947
    FIDELITY MID CAP VAL INDX 821,951 1,315,826
    FISERV INC 26,967 49,704
    FIVE BELOW INC 7,595 28,991
    FLEETCOR TECHNOLOGIES INC 44,974 39,689
    FLOOR & DECOR HOLDINGS INC 41,597 44,923
    GATEWAY FUND N 159,418 191,370
    GLACIER BANCORP INCORPORATED 17,334 38,556
    GLOBUS MEDICAL INC-A 15,695 44,967
    GRAND CANYON EDUCATION INC 6,383 35,988
    HALOZYME THERAPEUTICS INC 22,499 30,198
    HEALTHEQUITY INC 20,865 32,192
    HEARTLAND EXPRESS INC 13,778 16,274
    HELEN OF TROY CORP LTD 11,285 20,531
    HELIOS TECHNOLOGIES INC 23,339 41,757
    HENRY JACK & ASSOC INC 28,248 40,060
    HOME DEPOT INC 34,741 68,561
    HORACE MANN EDUCATORS CORP 28,550 25,071
    HOULIHAN LOKEY INC 17,923 31,489
    ICF INTERNATIONAL INC 17,325 27,237
    ICU MED INC 3,646 14,200
    IDACORP INC 18,574 23,888
    ILLINOIS TOOL WORKS INC 20,518 50,301
    INTEGRA LIFESCIENCES HOLDING 25,653 31,049
    ISHARES RUSSELL 1000 GROWTH ETF 13,623 23,076
    LAUDER ESTEE COS INC CL A 10,258 52,483
    LAZARD EMERGING MARKETS EQUITY PORT 15,685 16,867
    LHC GROUP INC 12,181 25,033
    LITHIA MTRS INC CL A 12,117 48,110
    MACOM TECHNOLOGY SOLUTIONS 22,935 44,215
    MAGNOLIA OIL & GAS CORP 26,945 34,386
    MASTERCARD INCORPORATED CLASS A 13,783 62,065
    MATADOR RESOURCES COMPANY 20,810 20,706
    MCDONALDS CORP 32,858 50,818
    MEDPACE HOLDINGS INC 33,281 45,041
    MERIDIAN BANCORP INC 14,464 15,754
    METTLER-TOLEDO INTL INC 10,296 41,560
    MFS RESEARCH INTERNAT R6 1,281,788 1,715,953
    MICRON TECHNOLOGY 53,359 56,937
    MICROSOFT CORP 138,909 472,721
    MINERALS TECHNOLOGIES INC 19,043 27,141
    NATIONAL HEALTH INVESTORS INC 14,713 21,791
    NETAPP INC 43,536 43,774
    NETFLIX.COM INC 48,122 52,821
    NIKE INC CLASS B 35,117 60,251
    NORTHWESTERN CORP 18,538 27,701
    NOVANTA INC ADR 23,136 34,364
    NVIDIA CORP 39,589 88,011
    OCEANFIRST FINANCIAL CORP 20,623 25,008
    OLLIE'S BARGAIN OUTLET HOLDINGS INC 19,691 24,818
    OPEN LENDING CORP 9,607 10,557
    OXFORD INDUSTRIES INCORPORATED 15,832 24,710
    PACIFIC PREMIER BANCORP INC 33,697 37,427
    PALO ALTO NETWORKS INC 31,212 50,092
    PATRICK INDUSTRIES INC 24,178 34,675
    PAYLOCITY HOLDING CORP 12,857 33,390
    PAYPAL HOLDINGS INC 27,890 64,126
    PEPSICO INC 31,742 51,119
    PERFORMANCE FOOD GROUP CO 22,229 37,580
    PGIM JENNISON M/C GROWTH CL R6 508,950 440,142
    PHREESIA INC 24,548 44,749
    PRIMORIS SERVICES CORP 23,999 27,959
    PRINCIPAL GL MULT STRAT-R6 159,418 182,498
    PROGYNY INC 14,404 33,335
    PUBLIC STORAGE 28,210 49,614
    QTS REALTY TRUST INC CL A 23,060 34,785
    RAPID7 INC 22,708 37,852
    RAYMOND JAMES FINL INC 43,516 43,517
    RBC BEARINGS INC 8,906 36,893
    REVOLVE GROUP INC 10,595 17,225
    RITCHIE BROS AUCTIONEERS ADR 10,656 32,604
    ROCKWELL AUTOMATION INC 28,698 41,473
    ROLLINS INCORPORATED 27,976 41,963
    RPM INC OHIO 20,145 41,236
    RYMAN HOSPITALITY PROPERTIES 25,463 24,478
    SCOTTS MIRACLE-GRO COMPANY 41,453 40,303
    SEACOAST BANKING CORP OF FLORIDA 28,332 37,565
    SERVICENOW INC 46,124 52,207
    SHERWIN WILLIAMS CO 13,096 50,403
    SHYFT GROUP INC 16,142 20,763
    SILGAN HOLDINGS INC 5,070 14,940
    SILICON LABORATORIES INC 16,945 33,715
    SKYLINE CHAMPION CORP 27,742 55,432
    SKYWORKS SOLUTIONS INC 43,642 47,938
    STAG INDUSTRIAL INC 27,941 42,109
    STARBUCKS CORP 27,761 51,433
    STIFEL FINL CORP 13,049 34,700
    STRYKER CORP 15,886 50,647
    SUPERNUS PHARMACEUTICALS INC 23,497 28,635
    SYNEOS HEALTH INC 24,280 49,220
    T ROWE PR GROWTH STOCK-I 471,027 826,102
    T ROWE PR NEW HORIZONS-I 149,869 301,607
    T ROWE PRICE GROUP INC 17,205 51,472
    TAKE-TWO INTERACTIVE SOFTWARE INC 41,505 41,600
    TESLA MOTORS INC 64,488 101,955
    TEXAS INSTRUMENTS INC 29,114 52,883
    TEXAS ROADHOUSE INC 9,181 54,353
    THE DESCARTES SYSTEMS GROUP INC ADR 18,740 29,739
    THERMO FISHER CORP 15,219 52,969
    TIAA-CREF INSTL INTL EQ IN-I 973,718 1,313,268
    TIAA-CREF L/C GROW INDX-INST 195,301 242,667
    TIAA-CREF L/C VAL INDX-INST 3,027,580 3,985,220
    UFP INDUSTRIES INC 5,221 38,657
    UNION PACIFIC CORP 40,208 51,684
    UNITEDHEALTH GROUP INC 22,612 50,055
    US ECOLOGY INC 13,113 15,571
    V F CORP 41,464 41,840
    VANGUARD FTSE EMERGING MARKETS-ETF 278,271 325,860
    VERACYTE INC 14,178 20,590
    VIAVI SOLUTIONS INC 27,352 37,086
    VISA INC CLASS A SHARES 14,082 78,330
    WASTE MGMT INC DEL 21,409 51,140
    WOLVERINE WORLD WIDE INC 15,764 22,707
    WORKDAY INC-CLASS A 51,391 51,329
    ZOETIS INC 34,976 50,317
    ZYNGA INC 25,707 42,042

    TY 2020 OtherExpensesSchedule
    Name:
    NORMAN J STUPP FOUNDATION
    EIN:
    43-6027433
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS INVESTMENT EXPENSE 11 11   0
    MISCELLANEOUS EXPENSE 150 0   0


    TY 2020 OtherIncreasesSchedule
    Name:
    NORMAN J STUPP FOUNDATION
    EIN:
    43-6027433
    Description Amount
    BOOK-TO-TAX DIFFERENCE 1,366


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    NORMAN J STUPP FOUNDATION
    EIN:
    43-6027433
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OUTSIDE INVESTMENT FEE 14,836 14,836   0
    GATEWAY CENTER FOR GIVING 6,000 0   6,000


    TY 2020 TaxesSchedule
    Name:
    NORMAN J STUPP FOUNDATION
    EIN:
    43-6027433
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 79 79   0