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 01-01-2020 , and ending 12-31-2020
Name of foundation
SAM AND MARILYN FOX FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7701 FORSYTH BOULEVARD NO 600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63105
A Employer identification number

43-1456258
B Telephone number (see instructions)

(314) 889-0815
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$12,873,266J 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 1,684 1,684  
4 Dividends and interest from securities... 51,053 51,053  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,137,080
b Gross sales price for all assets on line 6a 2,307,785
7 Capital gain net income (from Part IV, line 2)... 1,137,080
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)....... Click to see attachment 2,220 2,220  
12 Total. Add lines 1 through 11........ 1,192,037 1,192,037  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 32,004 0   24,003
14 Other employee salaries and wages...... 28,600 0   21,450
15 Pension plans, employee benefits....... 13,944 0   10,458
16a Legal fees (attach schedule)......... Click to see attachment 1,748 0   437
b Accounting fees (attach schedule)....... Click to see attachment 15,000 0   9,900
c Other professional fees (attach schedule).... Click to see attachment 19,894 19,516   378
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 24,544 0   4,651
19 Depreciation (attach schedule) and depletion... 1,158 0  
20 Occupancy.............. 6,000 0   4,500
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 39,571 0   26,369
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 182,463 19,516   102,146
25 Contributions, gifts, grants paid....... 2,426,190 2,426,190
26 Total expenses and disbursements. Add lines 24 and 25 2,608,653 19,516   2,528,336
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,416,616
b Net investment income (if negative, enter -0-) 1,172,521
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............. 5,315,047 4,988,395 4,988,395
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet66,600
Less: allowance for doubtful accounts bullet   1,113 66,600 66,600
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)....... 3,500,064 Click to see attachment2,627,372 3,641,815
c Investments—corporate bonds (attach schedule)....... 50,000 Click to see attachment50,000 50,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,249,449 Click to see attachment1,967,848 4,124,636
14 Land, buildings, and equipment: basis bullet10,256
Less: accumulated depreciation (attach schedule) bullet8,436 2,978 1,820 1,820
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,118,651 9,702,035 12,873,266
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........ 21,988,124 21,988,124
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -10,869,473 -12,286,089
29 Total net assets or fund balances (see instructions)..... 11,118,651 9,702,035
30 Total liabilities and net assets/fund balances (see instructions). 11,118,651 9,702,035
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
11,118,651
2
Enter amount from Part I, line 27a .....................
2
-1,416,616
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,702,035
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
9,702,035
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 THRU TIFF PRIVATE EQUITY 2005 P    
b THRU TIFF PRIVATE EQUITY 2006 P    
c THRU BLACK ROCK P    
d THRU BROOKSIDE CAPITAL P    
e BRULIN STOCK P    
CERBERUS INTERNATIONAL P    
IVA OVERSEAS P    
OCM FUND IV P    
SANDS CAPITAL 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 125,172     125,172
b     12,363 -12,363
c 4,021     4,021
d 153,161     153,161
e 508,837   100,000 408,837
57,099   9,244 47,855
1,282,948   1,000,000 282,948
    49,098 -49,098
176,547     176,547
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       125,172
b       -12,363
c       4,021
d       153,161
e       408,837
      47,855
      282,948
      -49,098
      176,547
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 1,137,080
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 16,298
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 16,298
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 16,298
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 28,209
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 53,209
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 36,911
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet36,911 RefundedBullet 11 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 ofbulletCHERI FOX Telephone no.bullet (314) 889-0815

    Located atbullet7701 FORSYTHST LOUISMO 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
     
    No
    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
    CHERI FOX EXECUTIVE DIRECTOR
    5.00     		32,004 13,944 0
    7701 FORSYTH
    CLAYTON,MO63105
    PAMELA FOX DIRECTOR
    0.00     		0 0 0
    7701 FORSYTH
    CLAYTON,MO63105
    JEFFREY FOX DIRECTOR
    0.00     		0 0 0
    7701 FORSYTH
    CLAYTON,MO63105
    STEVE FOX DIRECTOR
    0.00     		0 0 0
    7701 FORSYTH
    CLAYTON,MO63105
    MARILYN FOX DIRECTOR
    0.00     		0 0 0
    7701 FORSYTH
    CLAYTON,MO63105
    SAM FOX DIRECTOR
    0.00     		0 0 0
    7701 FORSYTH
    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
    12,853,970
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,853,970
    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
    12,853,970
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    192,810
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,661,160
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    633,058
    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
    633,058
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    16,298
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    167
    c
    Add lines 2a and 2b............................
    2c
    16,465
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    616,593
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    616,593
    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
    616,593
    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
    2,528,336
    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
    2,528,336
    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
    2,528,336
    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 7 616,593
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 2,658,611
    b From 2016...... 1,468,286
    c From 2017...... 1,580,959
    d From 2018...... 742,955
    e From 2019...... 1,250,285
    fTotal of lines 3a through e........ 7,701,096
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,528,336
    a Applied to 2019, but not more than line 2a 0
    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..... 616,593
    e Remaining amount distributed out of corpus 1,911,743
    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 9,612,839
    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 ..........     		0
    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) ...     		2,658,611
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		6,954,228
    10 Analysis of line 9:
    a Excess from 2016.... 1,468,286
    b Excess from 2017.... 1,580,959
    c Excess from 2018.... 742,955
    d Excess from 2019.... 1,250,285
    e Excess from 2020.... 1,911,743
    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).)
    SAM FOX
    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:
    CHERI FOX
    7701 FORSYTH BLVD 600
    ST LOUIS,MO63105
    (314) 889-0815
    bThe form in which applications should be submitted and information and materials they should include:
    ONLY WRITTEN APPLICATIONS WILL BE ACCEPTED. A PRELIMINARY APPLICATION SHOULD BE SUBMITTED AND IF THE FOUNDATION HAS FURTHER INTEREST, YOU WILL BE CONTACTED FOR MORE INFORMATION. A FOUNDATION REPRESENTATIVE MAY VISIT THE APPLICANTS SITE. AFTER THAT PROCESS, A FORMAL APPLICATION WILL NEED TO BE SUBMITTED ALONG WITH A COPY OF THE APPLICANTS IRS DETERMINATION LETTER CONFIRMING IT HAS 501(C)(3) STATUS. APPLICATIONS CAN BE E-MAILED TO SMFF@HARBOURGROUP.COM.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICATIONS FOR GRANTS SHOULD NOT EXCEED $15,000.
    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
    INTERFAITH RESIDENCE OF DBA DOORWAS
    4885 MARYLAND AVE
    ST LOUIS,MO63108     		NONE PUBLIC GENERAL 1,000
    ENERGYCARE
    4200 DELOR ST
    ST LOUIS,MO63116     		NONE PUBLIC GENERAL 1,000
    FOOD OUTREACH INC
    3117 OLIVE ST
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL 2,500
    GLOBAL FOODBANKING NETWORK
    70 EAST LAKE ST 1200
    CHICAGO,IL60601     		NONE PUBLIC GENERAL 25,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    322 W LAMAR ST
    AMERICUS,GA317093453     		NONE PUBLIC GENERAL 100
    JEWISH COMMUNITY RELATIONS COUNCIL OF ST LOUIS
    12 MILLSTONE CAMPUS DR
    ST LOUIS,MO63146     		NONE PUBLIC GENERAL 150
    JEWISH FAMILY AND CHILDRENS SERVICE
    10950 SCHUETZ RD
    ST LOUIS,MO63146     		NONE PUBLIC GENERAL 1,000
    LYDIA'S HOUSE
    PO BOX 2722
    ST LOUIS,MO63116     		NONE PUBLIC GENERAL 1,000
    MAZON A JEWISH RESPONSE TO HUNGER
    10850 WILSHIRE BLVD 400
    LOS ANGELES,CA90024     		NONE PUBLIC GENERAL 1,000
    OPERATION FOOD SEARCH
    1644 LOTSIE BLVD
    ST LOUIS,MO63132     		NONE PUBLIC GENERA; 10,000
    OUR LADYS INN
    8790 MANCHESTER RD 202
    ST LOUIS,MO63144     		NONE PUBLIC GENERAL 1,000
    ROOM AT THE INN
    3415 BRIDGELAND DRIVE
    BRIDGETON,MO63044     		NONE PUBLIC GENERAL PURPOSES 1,500
    SALVATION ARMY
    1130 HAMPTON AVE
    ST LOUIS,MO63139     		NONE PUBLIC GENERAL PURPOSES 1,000
    ST LOUIS AREA FOODBANK
    70 CORPORATE WOODS DR
    ST LOUIS,MO63044     		NONE PUBLIC GENERAL PURPOSES 10,000
    ST TERESA AND BRIDGETS CHURCH
    70 CORPORATE WOODS DR
    ST LOUIS,MO63044     		NONE PUBLIC GENERAL PURPOSES 500
    BUDDY PROGRAM INC
    110 E HAILAM 125
    ASPEN,CO81611     		NONE PUBLIC GENERAL PURPOSES 100
    GUARDIAN ANGEL SETTLEMENT ASSOCIATION
    1127 N VANDEVENTER
    ST LOUIS,MO63113     		NONE PUBLIC GENERAL PURPOSES 200
    LIFT FOR LIFE ACADEMY
    1731 S BROADWAY
    ST LOUIS,MO63104     		NONE PUBLIC GENERAL PURPOSES 500
    THE LITTE BIT FOUNDATION
    516 HANLEY INDUSTRIAL CT
    ST LOUIS,MO63144     		NONE PUBLIC GENERAL PURPOSES 500
    LIFT FOR LIFE GYM
    1415 CASS AVE
    ST LOUIS,MO63106     		NONE PUBLIC GENERAL PURPOSES 500
    LIVING WELL FOUNDATION
    3602 LIONS DEN ROAD
    IMPERIAL,MO63052     		NONE PUBLIC CAMP JUMP START 250
    OUR LITTLE HAVEN
    POBOX 23010
    ST LOUIS,MO63156     		NONE PUBLIC GENERAL PURPOSES 1,000
    SHERWOOD FOREST CAMP INC
    2708 SUTTON BLVD
    ST LOUIS,MO63143     		NONE PUBLIC GENERAL PURPOSES 1,000
    ELEM YOUTH IN DISTRESS IN ISRAEL
    270 MADISON AVE
    NEW YORK,NY10016     		NONE PUBLIC GENERAL PURPOSES 1,000
    FRIENDS OF TSAD KADIMA
    1831 MISSIONR HILLS RD 102
    NORTHBROOK,IL60062     		NONE PUBLIC GENERAL PURPOSES 1,000
    ENTREPRENEURSHIP START UP BUSINES DEVEL CORP
    911 WASHINGTON AVE 130
    ST LOUIS,MO63101     		NONE PUBLIC GENERAL PURPOSES 10,000
    BACKSTOPPER
    POBOX 795168
    ST LOUIS,MO63179     		NONE PUBLIC GENERAL PURPOSES 200
    BOY SCOUTS OF AMERICA
    4568 WEST PINT
    ST LOUIS,MO63108     		NONE PUBLIC GENERAL PURPOSES 15,500
    CITIZENS FOR MODERN TRANSIT
    911 WASHINGTON AVE 200
    ST LOUIS,MO63101     		NONE PUBLIC GENERAL PURPOSES 250
    FOCUS ST LOUIS
    815 OLIVE
    ST LOUIS,MO63101     		NONE PUBLIC GENERAL PURPOSES 1,250
    FOREST PARK FOREVER
    5595 GRAND DRIVE IN FOREST
    ST LOUIS,MO63112     		NONE PUBLIC GENERAL PURPOSES 1,000
    NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE OF METRO ST LOUIS
    1405 PINE 203
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL PURPOSES 5,000
    ST LOUIS ACQUARIUM AT UNION STATION FOUNDATION
    201 S 18TH ST
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL PUROSES 2,500
    ST LOUIS AREA POLICE CHIEFS ASSOCIATION
    9641 BELLFONTAINE RD
    ST LOUIS,MO63137     		NONE PUBLIC GENERAL PURPOSES 500
    ST LOUIS MERCANTILE LIBRARY ASSM
    UNIVERSITY DRIVE
    ST LOUIS,MO63121     		NONE PUBLIC GENERAL PURPOSES 250
    SOUTHERN POVERTY LAS CENTER
    400 WASHINGONT AVE
    MONTGOMERY,AL36104     		NONE PUBLIC GENERAL PURPOSE 100
    TOM LANTOS FDN FOR HUMAN RIGHTS AND JUSTICE
    6 DIXON 100
    CONCORD,NH03301     		NONE PUBLIC GENERAL PURPOSES 500
    US CHAMBER OF COMMERCE FDN
    1615 H STREET NW
    WASHINGTON,DC20062     		NONE PUBLIC GENERAL PURPOSES 100,000
    WESTMINSTER COLLEGE
    501 WESTMINSTER
    FULTON,MO65251     		NONE PUBLIC GENERAL PURPOSES 5,000
    WOMEN OF ACHIEVEMENT
    ONE US BANK PLAZA
    ST LOUIS,MO63101     		NONE PUBLIC GENERAL PURPOSES 1,250
    THE CENTER OF CREATIVE ARTS
    524 TRINITY AVE
    UNIVERISTY CITY,MO63130     		NONE PUBLIC GENERAL PURPOSES 1,000
    ARTS AND FAITH ST LOUIS
    3648 WASHINGTON BLVD
    ST LOUIS,MO63108     		NONE PUBLIC GENERAL PURPOSES 500
    FRIENDS OF KWMU INC
    8001 NATURAL BRIDGE
    ST LOUIS,MO63121     		NONE PUBLIC GENERAL PURPOSES 300
    GRAND CENTER
    3526 WASHINGTON AVE
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL PURPOSES 2,000
    JAZZ ST LOUISQ
    3536 WASHINGTON AVE
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL PURPOSES 5,000
    MISSOURI HISTORICAL SOCIETY
    PO BOX 775460
    ST LOUIS,MO63177     		NONE PUBLIC GENERAL PURPOSES 10,000
    PRISON PERFORMING ARTS
    3547 OLIVE
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL PURPOSES 100
    RADIO ARTS FOUNDATION
    7711 CARONDELET 302
    ST LOUIS,MO63105     		NONE PUBLIC GENERAL PURPOSES 1,500
    REPERTORY THEATRE OF ST LOUIS
    130 EDGAR RD
    ST LOUIS,MO63119     		NONE PUBLIC GENERAL PURPOSES 2,000
    SHAKESPEARE FESTIVAL OF ST LOUIS
    5715 ELIZABETH AVE
    ST LOUIS,MO63110     		NONE PUBLIC GENERAL PURPOSES 500
    SHELDON ARTS FOUNDATION
    3648 WASHINGTON AVE
    ST LOUIS,MO63108     		NONE PUBLIC GENERAL PURPOSES 22,500
    SMITHSONIAN INSTITUTION
    POBOX 37012
    WASHINGTON,DC20013     		NONE PUBLIC GENERAL PURPOSES 250
    ST LOUIS ART MUSEUM
    1 FINE ARTS DRIVE
    ST LOUIS,MO63110     		NONE PUBLIC GENERAL PURPOSES 5,000
    ST LOUIS REGIONAL EDUCATIONAL & PUBLIC TELEVISION
    3655 OLIVE
    ST LOUIS,MO63108     		NONE PUBLIC GENERAL PURPOSES 1,000
    ST LOUIS SYMPHONY ORCHESTRA
    718 N GRAND
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL PURPOSES 10,000
    ST LOUIS ZOON ASSOCIATION
    ONE GOVERNMENT DR
    ST LOUIS,MO63110     		NONE PUBLIC GENERAL PURPOSES 3,500
    UNION AVENUE OPERAT
    733 N UNION BLVD
    ST LOUIS,MO63108     		NONE PUBLIC GENERAL PURPOSE 500
    WINTER OPERA ST LOUIS
    5119 WILSON
    ST LOUIS,MO63110     		NONE PUBLIC GENERAL PURPOSES 1,000
    ALLIANCE OF MENTAL ILLNESS ST LOUIS
    1810 CRAIG ROAD
    ST LOUIS,MO63146     		NONE PUBLIC GENERAL PURPOSES 250
    AUTISM SPEAKS
    1121 OLIVETTE EXEC PKWY
    ST LOUIS,MO63146     		NONE PUBLIC GENERAL PURPOSES 2,500
    CENTRAL INSITITUE FOR THE DEAF
    825 S TAYLOR
    ST LOUIS,MO63110     		NONE PUBLIC GENERAL PURPOSES 1,000
    HOPE HAPPENS
    200 S HANELY 1100
    ST LOUIS,MO63105     		NONE PUBLIC GENERAL PURPSOES 1,000
    PLACES FOR PEOPLE INC
    4130 LINDELL
    ST LOUIS,MO63108     		NONE PUBLIC GENERAL PURPOSES 500
    RESPECTABILITY
    11333 WOODGLEN CR 102
    ROCKVILLE,MD20852     		NONE PUBLIC GENERAL PURPOSES 500
    ST LOUIS ARC
    1177 N WARSON RD
    ST LOUIS,MO63132     		NONE PUBLIC GENERAL PURPOSES 250
    VARIETY THE CHILDRENS CHARITY OF ST LOUIS
    2200 WESTPORT PLAZA DR
    ST LOUIS,MO63146     		NONE PUBLIC GENERAL PURPOSES 75,000
    STARKLOFF DISABILITY INSTITUTE
    135 S 11TH ST
    ST LOUIS,MO63102     		NONE PUBLIC GENERAL PURPOSES 1,000
    CANEY CREEK COMMUNITY CENTER INC
    100 PURPOSE RD
    PIPPA PASSES,KY41844     		NONE PUBLIC STUDENT WORK PROGRAM 1,000
    CONCORDANCE ACADEMY
    1845 BOMAN COURT
    ST LOUIS,MO63146     		NONE PUBLIC GENERAL PURPOSE 15,000
    SCHOLARSHIP FOUNDATION OF ST LOUIS
    6825 CLAYTON RD
    ST LOUIS,MO63139     		NONE PUBLIC GENERAL PURPOSES 250
    ST LOUIS UNIVERISTY
    221 N GRAND BLVD
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL PURPOSES 50,000
    TEMPLE UNIVERSITY
    1852 N 10TH ST 3RD FL
    PHILADELPHIA,PA19122     		NONE PUBLIC GENERAL PURPOSES 1,000
    WASHINGTON UNIVERSITY
    600 S EUCLID
    ST LOUIS,MO63110     		NONE PUBLIC SAM FOX SCHOOL OF DESIGN 350,000
    WASHINGTON UNIVERSITY
    600 S EUCLID
    ST LOUIS,MO63110     		NONE PUBLIC PROF IN ORTHOPEDIC SURGERY 100,000
    WEBSTER UNIVERSITY
    470 E LOCKWOOD
    WEBSTER GROVES,MO63119     		NONE PUBLIC SCHOLARSHIP SUPPORT 20,000
    FLANCE EARLY LEARNING CENTER
    1908 OFALLON ST
    ST LOUIS,MO63106     		NONE PUBLIC GENERAL PURPOSES 1,000
    READY READERS
    10402 BAUR BLVD SUITE H
    ST LOUIS,MO63132     		NONE PUBLIC GENERAL PURPOSES 2,500
    CHILD DAY CARE ASSN OF ST LOUIS DBA UNITED 4 CHILDREN
    1310 PAPIN ST
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL PURPOSES 1,000
    A MILLION STARS DBA COLLEGE BOUND
    110 N JEFFERSON
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL PURPOSES 1,000
    JOHN BURROUGHS SCHOOL
    755 S PRICE RD
    ST LOUIS,MO63124     		NONE PUBLIC GENERAL PURPOSES 5,000
    LOGOS
    9137 OLD BONHOMME RD
    ST LOUIS,MO63132     		NONE PUBLIC GENERAL PURPOSES 1,000
    TODAY AND TOMORROW EDUCATIONAL FDN
    20 ARCHBISHOP MAY DRIVE
    ST LOUIS,MO63119     		NONE PUBLIC GENERAL PURPOSES 20,000
    BIG SUR LAND TRUST
    509 HARTNELL ST
    MONTEREY,CA93940     		NONE PUBLIC GENERAL PURPOSES 2,000
    ROCKY MOUNTAIN INSITITUE
    2490 JUNCTION PLACE 200
    BOULDER,CO80301     		NONE PUBLIC GENERAL PURPOSES 2,000
    AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL
    28 ARRANDALE AVE
    GREAT NECK,NY11024     		NONE PUBLIC GENERAL PURPOSES 360
    FATHERS SUPPORT CENTER
    4411 N NEWSTEAD
    ST LOUIS,MO63115     		NONE PUBLIC GENERAL PURPOSES 1,000
    UNLEASHING POTENTIAL
    1000 N VANDEVENTER
    ST LOUIS,MO63113     		NONE PUBLIC GENERAL PURPOSES 1,000
    AMERICAN FRIENDS OF LEKET ISRAEL
    PO BOX 2090
    TEANECK,NJ07666     		NONE PUBLIC FOOD INSECURIITY 70,000
    ALS ASSOCIATION
    2258 WELDON PARKWAY
    ST LOUIS,MO63146     		NONE PUBLIC GENERAL PURPOSES 25,000
    ALZHEIMERS DRUG DISCOVERY FOUNDATION
    57 WEST 57TH 904
    NEW YORK,NY10019     		NONE PUBLIC GENERAL PURPOSES 10,000
    AMERICAN HEART ASSOCIATION
    460 N LINDBERGH
    ST LOUIS,MO63141     		NONE PUBLIC GENERAL PURPOSES 35,000
    BREAST CANCER RESEARCH FOUNDATION
    28 WST 44TH 609
    NEW YORK,NY10038     		NONE PUBLIC GENEERAL PURPOSES 27,500
    CANCER SUPPORT COMMUNITY GREATER ST LOUIS
    1058 OLD DES PERES RD
    ST LOUIS,MO63131     		NONE PUBLIC GENERAL PURPOSES 27,000
    CARDINAL GLENNON CHILDRENS FOUNDATION
    3800 PARK AVE
    ST LOUIS,MO63110     		NONE PUBLIC GENERAL PURPOSES 1,000
    CASA DE LA SALUD
    3200 CHOTEAU AVE
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL PURPOSES 10,000
    FOUNDATION FOR BARNES JEWISH HOSPITAL
    1001 HIGHLANDS PLAZA WEST 100
    ST LOUIS,MO63110     		NONE PUBLIC PARKINSON RESEARCH FUND 20,000
    FOUNDATION FOR BARNES JEWISH HOSPITAL
    1001 HIGHLANDS PLAZA WEST 100
    ST LOUIS,MO63110     		NONE PUBLIC GENERAL PURPOSES 125,000
    FRIENDS OF ST LOUIS UNIVERSITY LIVER CENTER
    14323 S OUTER 40 200M
    ST LOUIS,MO63017     		NONE PUBLIC GENERAL PURPOSES 1,000
    MARCH OF DIMES FOUNDATION
    11829 DORSETT RD
    MARYLAND HEIGHTS,MO63043     		NONE PUBLIC GENERAL PURPOSES 500
    MATURITY AND ITS MUSE
    7 WOODBRIDGE MANOR RD
    ST LOUIS,MO63141     		NONE PUBLIC GENERAL PURPOSES 1,000
    MEMORY CARE HOME SOLUTIONS
    4389 WEST PINE BLVD
    ST LOUIS,MO63108     		NONE PUBLIC GENERAL PURPOSES 2,500
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		NONE PUBLIC GENERAL PURPOSES 100
    PEDAL THE CAUSE
    9288 DKELMAN INDUS DR
    ST LOUIS,MO63132     		NONE PUBLIC GENERAL PURPOSES 6,000
    PROVIDENT COUNSELING INC
    2650 OLIVE ST
    ST LOUIS,MO63103     		NONE PUBLIC GENERAL PURPOSES 5,000
    SHARSHERET INC
    1086 TEANECK RD
    TEANECK,NJ07666     		NONE PUBLIC GENEAL PURPOSE 500
    SITEMAN CANCER CENTER
    7425 FORSYTH BLVD
    ST LOUIS,MO63105     		NONE PUBLIC GENERAL PURPOSES 2,500
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    501 ST LUDE PLACE
    MEMPHIS,TN38105     		NONE PUBLIC GENERALPURPOSES 550
    ST LOUIS MENS GROUP AGAINST CANCER
    12951 OLIVE
    ST LOUIS,MO63141     		NONE PUBLIC GENERAL PURPOSES 1,000
    ST LOUIS OVARIAN CANCER AWARENESS
    12015 MANCHESTER RD
    ST LOUIS,MO63131     		NONE PUBLIC GENERAL PURPOSES 500
    ST LUKES HOSPITAL
    232 SOUTH WOODSMILL RD
    CHESTERFIELD,MO63017     		NONE PUBLIC GENERAL PURPOSES 1,000
    VOYCE
    680 CRAIG RD 245
    ST LOUIS,MO63141     		NONE PUBLIC GENERAL PURPOSES 500
    WASHINGTON UNIVERSITY
    600 S EUCLID
    ST LOUIS,MO63110     		NONE PUBLIC COVID 19 RESEARCH 462,500
    WORLD PEDIATRIC PROJECT
    755 S NEW BALLAS
    ST LOUIS,MO63141     		NONE PUBLIC GENERAL PURPOSES 2,500
    AMERICAN FRIENDS OF LUBAVITCH
    2110 LEROY PLACE
    WASHINGTON NW,DC20008     		NONE PUBLIC GENERAL PURPOSES 2,500
    AMERICAN JEWISH COMMITTEE
    7751 CARONDELET 501
    ST LOUIS,MO63105     		NONE PUBLIC GENERAL PURPOSES 1,000
    AMERICAN JEWISH WORLD SERVICES INC
    45 WEST 36TH ST
    NEW YORK,NY10018     		NONE PUBLIC GENERAL PURPOSES 1,000
    COMMITTEE FOR ACCURACY IN THE MIDDLE EAST REPORTING IN AMERICA
    PO BOX 35040
    BOSTON,MA02135     		NONE PUBLIC GENERAL PURPOSES 500
    CONGREGATION TEMPLE ISRAEL
    1 RABBI ALVAN RUBIN DR
    CREVE COUER,MO63141     		NONE PUBLIC GENERAL PURPOSES 50,000
    HONEST REPORTING
    165 E 56TH ST 2ND FL
    NEW YORK,NY10022     		NONE PUBLIC GENERAL PURPOSES 500
    JEWISH COMMUNITY CENTER ASSOCIATION
    2 MILLSTONE CAMPUS DR
    ST LOUIS,MO63146     		NONE PUBLIC GENERAL PURPOSES 41,500
    JEWISH FEDERATION OF ST LOUIS
    12 MILLESTONE CAMPUS DR
    ST LOUIS,MO63146     		NONE PUBLIC GENERAL PURPOSES 425,000
    JEWISH WOMEN'S ARCHIVE
    ONE HARVARD ST 200
    BOSTON,MA02445     		NONE PUBLIC GENERAL PURPOSES 500
    NATIONAL COUNCIL OF JEWISH WOMEN
    295 NO LINDBERGH
    ST LOUIS,MO63141     		NONE PUBLIC GENERAL PURPOSES 1,000
    PARDES INSTITUTE OF JEWISH STUDIES NORTH AMERICA
    404 5TH AVE 7013
    NEW YORK,NY10018     		NONE PUBLIC GENERAL PURPOSES 1,000
    SAUL MIROWITZ JEWISH COMMUNITY SCHOOL
    346 S MASON RD
    ST LOUIS,MO63141     		NONE PUBLIC GENERAL PURPOSES 1,000
    SIMON WIESENTHAL CENTER
    1399 S ROXBURY DRIVE
    LOS ANGELES,CA90035     		NONE PUBLIC GENERAL PURPOSES 1,000
    ST LOUIS JEWISH LIGHT
    6 MILLSTONE CAMPUS 3010
    ST LOUIS,MO63146     		NONE PUBLIC GENERAL PURPOSES 500
    ST LOUIS RABINICAL ASSOCIATION
    11345 LADUE RD
    ST LOUIS,MO63141     		NONE PUBLIC GENERAL PURPOSES 180
    TZIDKAT JOSEF HAPHTALI
    206 RENNALDO DR
    CHESTERFIELD,MO63017     		NONE PUBLIC GENERAL PURPOSES 500
    ASSOCIATION OF SMALL FOUNDATIONS
    1720 N STREET NW
    WASHINGTON,DC20036     		NONE PUBLIC GENERAL PURPOSES 250
    DRUG FREE AMERICA FOUNDATION
    5999 CENTRAL AVE 301
    ST PETERSBURG,FL33710     		NONE PUBLIC GENERAL PURPOSES 1,500
    KIND BAUDOUIN FOUNDATION UNITED STATES
    10 ROCKEFELLER PLAZA 16TH FL
    NEW YORK,NY10020     		NONE PUBLIC GENERAL PURPOSES 10,000
    THE PHILANTHROPY ROUNDTABLE
    1120 20TH ST NEW 550
    WASHINGTON,DC20036     		NONE PUBLIC GENERAL PURPOSES 500
    AMERICAN FRIEND OF PEACE OF MIND
    251 CENTRAL PARK W APT 3C
    NEW YORK,NY10024     		NONE PUBLIC GENERAL PURPOSES 500
    AMERICAN SOCIETY FO RYAD VASHEM
    500 5TH AVE 1600
    NEW YORK,NY10018     		NONE PUBLIC GENERAL PURPOSES 300
    FRIENDS OF YAD LAKASHISH--LFELINE FOR THE OLD
    POBOX 494
    ENGLEWOOD,NJ07631     		NONE PUBLIC GENERAL PURPOSES 250
    FRIENDS OF YAD SARAH
    450 PARK AVE 7TH FL
    NEW YORK,NY10022     		NONE PUBLIC GENERAL PURPOSES 500
    FUND FOR ISRAEL'S TOMORROW
    POBOX 644735
    PITTSBURGH,PA15264     		NONE PUBLIC GENERAL PURPOSES 5,000
    JEWISH NATIONAL FUND--KAREN KAYEMETH LEISRAEL-INC
    42 EAST 69TH ST
    NEW YORK,NY100215093     		NONE PUBLIC GENERAL PURPOSES 200
    PEF ISRAEL ENDOWMENT FUNDS LINC
    630 THIRD AVE 15TH FL
    NEW YORK,NY10017     		NONE PUBLIC GENERAL PURPOSES 1,000
    SAFE CONNECTIONS
    2165 HAMPTON AVE
    ST LOUIS,MO63139     		NONE PUBLIC GENERAL PURPOSES 500
    UNITED WAY OF GREATER ST LOUIS
    901 NORTH 11TH ST
    ST LOUIS,MO63101     		NONE PUBLIC GENERAL PURPOSES 110,000
    Total .................................bullet 3a 2,426,190
    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 ...........     		    14 1,684  
    4 Dividends and interest from securities....     14 51,053  
    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.....     14 2,220  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 1,137,080  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a       		    14    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,192,037 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,192,037
    (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
    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 AccountingFeesSchedule
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICES 15,000 0   9,900

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ISRAEL BOND 50,000 50,000

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JP MORGAN BLACKROCK 1,681,520 1,761,920
    SANDS CAPITAL SELECT GROWTH 945,852 1,879,895

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BROOKSIDE CAPITAL PARTNERS AT COST 92,846 171,696
    CERBERUS INTERNATIONAL AT COST 1,296 7,918
    COATUE OFFSHORE FUND LTD AT COST 641,363 2,028,183
    GOTHAM HEDGED VALUE STRATEGIES AT COST 556,359 902,271
    OCM PRINCIPAL OPPORTUNITIES FUND IV AT COST 12,827 14,418
    RESEVOIR CAPITAL MASTER AT COST 1,761 412,799
    TIFF PRIVATE EQUITY PARTNERS 2005 AT COST 344,169 368,799
    TIFF PRIVATE EQUITY PARTNERS 2006 AT COST 150,586 52,578
    TIFF SHORT TERM FUND AT COST 166,641 165,974

    TY 2020 LegalFeesSchedule
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 1,748 0   437


    TY 2020 OtherExpensesSchedule
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMPUTER TRAINING 10,583 0   8,466
    INSURANCE 750 0   0
    MEMBERSHIP DUES 2,500 0   2,500
    OFFICE EXPENSE 7,598 0   3,799
    BANK FEES 2,255 0   0
    TELECOMMUNICATIONS 14,670 0   11,003
    THRU PARTNERSHIPS NON DEDUCTIBLE 11 0   0
    POSTAGE AND PRINTING 269 0   134
    PARKING 935 0   467


    TY 2020 OtherIncomeSchedule2
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    THRU TIFF PRIVATE EQUITY 2006 133 133 133
    THRU TIFF PRIVATE EQUITY 2006 2,127 2,127 2,127
    THRU OCM PRIN OPPOR FUND IV -40 -40 -40


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT SVCS 19,516 19,516   0
    CONSULTING 378 0   378


    TY 2020 TaxesSchedule
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 6,201 0   4,651
    EXCISE TAX 18,343 0   0