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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
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$22,352,079J 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... 664,552 663,343  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 820,477
b Gross sales price for all assets on line 6a 4,083,377
7 Capital gain net income (from Part IV, line 2)... 820,477
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........ 1,485,029 1,483,820  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 250,868 129,541   121,327
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 24,222 18,222   6,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 37,324 121   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 58 0   58
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 312,472 147,884   127,385
25 Contributions, gifts, grants paid....... 1,228,813 984,313
26 Total expenses and disbursements. Add lines 24 and 25 1,541,285 147,884   1,111,698
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -56,256
b Net investment income (if negative, enter -0-) 1,335,936
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 560,210 638,302 638,302
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) 1,551,328 Click to see attachment1,832,703 1,746,452
b Investments—corporate stock (attach schedule)....... 6,428,088 Click to see attachment6,137,075 8,337,679
c Investments—corporate bonds (attach schedule)....... 2,801,373 Click to see attachment2,566,325 2,384,866
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 1,449,535 1,426,501 1,316,670
13 Investments—other (attach schedule).......... 6,592,232 Click to see attachment6,970,104 7,928,110
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) 19,382,766 19,571,010 22,352,079
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................   244,500
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)......... 0 244,500
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 19,326,510
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 727,004 0
29 Total net assets or fund balances (see instructions)..... 19,382,766 19,326,510
30 Total liabilities and net assets/fund balances (see instructions). 19,382,766 19,571,010
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
19,382,766
2
Enter amount from Part I, line 27a .....................
2
-56,256
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,326,510
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
19,326,510
Form 990-PF (2021)
Form 990-PF (2021)
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      
b
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 4,083,377   3,262,900 820,477
b
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       820,477
b
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 2 820,477
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 18,570
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 18,570
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 25,680
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 25,680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 7,110
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet7,110 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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     		155,925 0 0
    PO BOX 11356
    CLAYTON,MO63105
    COMMERCE TRUST COMPANY CHARITABLE
    10.00     		88,942 0 0
    PO BOX 11356
    CLAYTON,MO63105
    COMMERCE TRUST COMPANY TAX PREPARATION
    0.25     		6,000 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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    25,322,464
    b
    Average of monthly cash balances.......................
    1b
    929,484
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,251,948
    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
    26,251,948
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    393,779
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    25,858,169
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,292,908
    Part X
    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 IX, line 6..................
    1
    1,292,908
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    18,570
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,570
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,274,338
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,274,338
    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 XII, line 1 ...
    7
    1,274,338
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,274,338
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 161,632
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,111,698
    a Applied to 2020, but not more than line 2a 161,632
    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 2021 distributable amount..... 950,066
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		324,272
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    COMMERCE TRUST COMPANY
    8000 FORSYTH BLVD
    CLAYTON,MO63105
    (314) 746-7378
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION IS AVAILABLE BY CONTACTING 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 ROAD
    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
    ASSISTANCE LEAGUE OF ST LOUIS
    30 HENRY AVE
    ELLISVILLE,MO63011     		NONE PC OPERATION SCHOOL BELL 8,000
    BEYOND HOUSING INC
    6506 WRIGHT WY
    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 MENTORING AND WRAPAROUND SUPPORT FOR YOUTH IN EASTERN MISSOURI 22,500
    BIG BROTHERS BIG SISTERS OF SOUTHWESTERN ILLINOIS
    2900 FRANK SCOTT PKWY W 956
    BELLEVILLE,IL62223     		NONE PC YOUTH MENTORING 6,500
    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
    CENTRAL INSTITUTE FOR THE DEAF
    825 S TAYLOR AVE
    ST LOUIS,MO63110     		NONE PC JOANNE PARRISH KNIGHT FAMILY CENTER 7,500
    CHILD CENTER MARYGROVE
    2705 MULLANPHY LN
    FLORISSANT,MO63031     		NONE PC THERAPEUTIC RESIDENTIAL TREATMENT PROGRAM 15,000
    CHILD DAY CARE ASSOCIATION OF SAINT LOUIS
    1310 PAPIN ST STE 100B
    ST LOUIS,MO63103     		NONE PC INCLUSION SERVICES: SUPPORTING SOCIAL-EMOTIONAL LEARNING WITH CHILDREN 9,000
    CHRISTIAN ACTIVITY CENTER
    540 N 6TH ST
    EAST ST LOUIS,IL62201     		NONE PC AFTER SCHOOL AND SUMMER PROGRAMS 10,000
    CITY ACADEMY INC
    4175 N KINGSHIGHWAY BLVD
    ST LOUIS,MO63115     		NONE PC EXCELLENCE IN STEAM 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 EXPRESSWAY SUITE
    101
    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
    DEPAUL USA INC
    PO BOX 756
    CHICAGO,IL60690     		NONE PC DEPAUL USA ST. LOUIS PROGRAMS 6,500
    DREAM BUILDERS 4 EQUITY
    4220 DUNCAN AVE STE 201
    ST LOUIS,MO63110     		NONE PC CELEBRATING DB4E YOUTH 5,000
    EPWORTH CHILDREN & FAMILY SERVICES INC
    110 N ELM AVE
    ST LOUIS,MO63119     		NONE PC OLDER YOUTH SERVICES 15,000
    FATHERS SUPPORT CENTER ST LOUIS
    1601 OLIVE STREET
    ST LOUIS,MO63103     		NONE PC FAMILY FORMATION 9,000
    FOCUS ST LOUIS
    815 OLIVE ST STE 110
    ST LOUIS,MO63101     		NONE PC GENERAL OPERATING SUPPORT 15,000
    FOREST PARK FOREVER INC
    5595 GRAND DRIVE IN FOREST PARK
    ST LOUIS,MO63112     		NONE PC NATURE PLAYSCAPE EDUCATIONAL RESOURCES 23,600
    FORWARD THROUGH FERGUSON
    20 S SARAH AVE
    ST LOUIS,MO63108     		NONE PC YOUTH AT THE CENTER 5,000
    FOSTER CARE COALITION OF GREATER ST LOUIS INC
    1750 S BRENTWOOD BLVD STE 210
    ST LOUIS,MO63144     		NONE PC FOSTER CARE AND ADOPTION PROGRAMS 15,000
    GENE SLAYS BOYS CLUB OF ST LOUIS INC
    2524 S 11TH ST
    ST LOUIS,MO63104     		NONE PC AFTERSCHOOL AND SUMMER PROGRAMS 6,000
    GIRL SCOUTS OF EASTERN MISSOURI INC
    2300 BALL DR
    ST LOUIS,MO63146     		NONE PC COMMUNITY TROOP PROGRAM 5,000
    GOOD SHEPHERD CHILDREN AND FAMILY SERVICES (ARCHDIOCESE OF ST LOUIS)
    1340 PARTRIDGE AVE
    UNIVERSITY CITY,MO63130     		NONE PC MATERNITY SHELTER & TRANSITIONAL LIVING PROGRAM 7,000
    GREAT CIRCLE
    330 N GORE AVE
    ST LOUIS,MO63119     		NONE PC RESPITE PROGRAM 4,553
    GUARDIAN ANGEL SETTLEMENT ASSOCIATION
    1127 N VANDEVENTER
    ST LOUIS,MO63113     		NONE PC EARLY CHILDHOOD EDUCATION PROGRAM 5,000
    HARRIS-STOWE STATE UNIVERSITY
    3026 LACLEDE AVE
    ST LOUIS,MO63103     		NONE GOV SUMMER BRIDGE PROGRAM 10,000
    HAVEN OF GRACE
    1225 WARREN ST
    ST LOUIS,MO63106     		NONE PC RESIDENTIAL PROGRAMS 12,500
    HERBERT HOOVER BOYS AND GIRLS CLUB OF ST LOUIS INC
    2901 N GRAND AVE
    ST LOUIS,MO63107     		NONE PC ST. LOUIS INTERNSHIP PARTNERSHIP 35,000
    HOME WORKS - THVP
    5501 DELMAR BLVD STE A530
    ST LOUIS,MO63112     		NONE PC HOME WORKS! THE TEACHER HOME VISIT PROGRAM 6,000
    IMMIGRANT & REFUGEE WOMEN'S PROGRAM DBA IMMIGRANT HOME ENGLISH LEARNING PRO
    5021 ADKINS AVE
    ST LOUIS,MO63116     		NONE PC GENERAL OPERATING SUPPORT 8,500
    JEFFERSON COUNTY COMMUNITY PARTNERSHIP INC
    3875 PLASS RD BLDG A
    FESTUS,MO63028     		NONE PC GENERAL OPERATING SUPPORT 10,000
    JOIN HANDS ESL INC
    PO BOX 1429
    EAST ST LOUIS,MO62202     		NONE PC DREAM PATH PROGRAM - EDUCATION ADVOCACY 5,000
    JUNIOR ACHIEVEMENT OF GREATER ST LOUIS
    17339 N OUTER FORTY RD
    CHESTERFIELD,MO63005     		NONE PC WHOLE SCHOOL INITIATIVE 15,000
    KINGDOM HOUSE DBA LIFEWISE STL
    1321 S 11TH ST
    ST LOUIS,MO63104     		NONE PC LIFEWISE ACADEMY 12,000
    LYDIAS HOUSE INC
    PO BOX 2722
    ST LOUIS,MO63116     		NONE PC TRANSITIONAL HOUSING AND SUPPORT SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE 10,000
    MARIAN MIDDLE SCHOOL
    4130 WYOMING ST
    ST LOUIS,MO63116     		NONE PC GENERAL OPERATING SUPPORT 16,000
    MISSOURI COLLEGE ACCESS NETWORK
    555 VANDIVER DR
    COLUMBIA,MO65202     		NONE PC PROFESSIONAL DEVELOPMENT INSTITUTE 20,000
    NATIONAL AUDUBON SOCIETY INC
    301 RIVERLANDS WY
    WEST ALTON,MO63386     		NONE PC FLIGHT CREW 7,500
    NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE OF METRO ST LOUIS
    1405 PINE STREET SUITE 202
    ST LOUIS,MO63103     		NONE PC INTERNSHIP PROGRAM 10,000
    NATIONAL COUNCIL OF JEWISH WOMEN INC
    295 N LINDBERGH
    ST LOUIS,MO63141     		NONE PC BACK TO SCHOOL! STORE/KIDS COMMUNITY CLOSET OVER TWO YEARS 10,000
    NINE NETWORK OF PUBLIC MEDIA
    3655 OLIVE ST
    ST LOUIS,MO63108     		NONE PC EARLY EDUCATION INITIATIVE: EDUCATOR AND CAREGIVER PROFESSIONAL DEVELOPMENT 20,000
    NURSES FOR NEWBORNS
    3 SUNNEN DRIVE
    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: NOURISHING HEALTHY FAMILIES 15,000
    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 STREET
    ST LOUIS,MO63118     		NONE PC OUTREACH TO PEOPLE WHO ARE HOMELESS AND HOSPITALIZED WITH A SERIOUS MENTAL ILLNESS 20,000
    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 EARLY LITERACY PROGRAM 9,000
    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 SAFE CONNECTIONS ON CAMPUS 10,000
    SHERWOOD FOREST CAMP INC
    2708 SUTTON BLVD
    ST LOUIS,MO63143     		NONE PC QUEST PROGRAM SUPPORT 10,000
    SISTER THEA BOWMAN CATHOLIC SCHOOL
    8213 CHURCH LN
    EAST ST LOUIS,IL62203     		NONE PC EXTENDED DAY LEARNING CENTER 8,500
    ST FRANCIS COMMUNITY SERVICES
    4445 LINDELL BLVD
    ST LOUIS,MO63108     		NONE PC BILINGUAL YOUTH AFTER-SCHOOL PROGRAM 6,500
    ST LOUIS AREA FOOD BANK INC
    70 CORPORATE WOODS DR
    BRIDGETON,MO63044     		NONE PC FIGHTING HUNGER, FEEDING HOPE 25,000
    ST LOUIS COUNTY LIBRARY FOUNDATION
    1640 S LINDBERGH BLVD
    ST LOUIS,MO63131     		NONE PC INTERNSHIP PROGRAM 6,000
    ST LOUIS SCIENCE CENTER FOUNDATION
    5050 OAKLAND AVE
    ST LOUIS,MO63110     		NONE PC YOUTH EXPLORING SCIENCE (YES) 15,000
    ST LOUIS UNIVERSITY
    ONE 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 READY TO LEARN PROGRAM 8,500
    THE CHILDRENS HOME SOCIETY OF MISSOURI DBA FAMILYFORWARD
    1167 CORPORATE LAKE DR
    ST LOUIS,MO63132     		NONE PC FAMILYFORWARD COVID/CRISIS FUND 6,660
    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 EMERGENCY SOCIAL SERVICES 12,500
    THE TOWER GROVE PARK FOUNDATION
    4257 NORTHEAST DRIVE
    ST LOUIS,MO63110     		NONE PC CHILDREN'S PERFORMANCE SERIES 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
    TRAILNET INC
    317 N 11TH ST STE 302
    ST LOUIS,MO63101     		NONE PC GENERAL OPERATING SUPPORT 8,000
    TURN THE PAGE STL FUND (YOUTHBRIDGE COMMUNITY FOUNDATION)
    5501 DELMAR BOULEVARD SUITE A490
    ST LOUIS,MO63112     		NONE PC GENERAL OPERATING SUPPORT 5,000
    UNIVERSITY CITY PUBLIC SCHOOLS EDUCATION FOUNDATION INC
    8136 GROBY RD
    ST LOUIS,MO63130     		NONE PC EARLY COLLEGE EXPERIENCE 6,000
    UNIVERSITY OF MISSOURI-ST LOUIS - OFFICE OF THE CHANCELLOR
    1 UNIVERSITY BLVD 440 WOODS HALL
    ST LOUIS,MO63121     		NONE PC BRIDGE PROGRAM AFTER SCHOOL CLUBS 11,000
    UNLEASHING POTENTIAL
    1000 N VANDEVENTER AVENUE 2ND FLOOR
    ST LOUIS,MO63113     		NONE PC GENERAL OPERATING SUPPORT 15,000
    VISION FOR CHILDREN AT RISK INC
    1000 N VANDEVENTER AVE
    ST LOUIS,MO63113     		NONE PC CHILDREN'S DATA CENTER & CHILDREN OF METROPOLITAN ST. LOUIS DATA BOOK (CMSL) 15,000
    VOICES FOR CHILDREN DBA CASA OF ST LOUIS
    105 S CENTRAL AVE
    ST LOUIS,MO63105     		NONE PC ADVOCACY PROGRAM FOR CHILDREN IN FOSTER CARE 22,500
    WYMAN CENTER INC
    600 KIWANIS DRIVE
    EUREKA,MO63025     		NONE PC WYMAN LEADERS PROGRAM 15,000
    YOUNG MENS CHRISTIAN ASSOCIATION - GATEWAY REGION
    2815 SCOTT AVE SUITE D
    ST LOUIS,MO63103     		NONE PC ACADEMIC AND ENRICHMENT PROGRAMS 15,000
    YOUNG WOMENS CHRISTIAN ASSOCIATION OF METROPOLITAN ST LOUIS MO
    3820 WEST PINE BLVD
    ST LOUIS,MO63108     		NONE PC TECHNOLOGY UPGRADE 29,500
    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 984,313
    bApproved for future payment
    A MILLION STARS INC
    110 N JEFFERSON AVE
    ST LOUIS,MO63103     		NONE PC GENERAL OPERATING SUPPORT 10,000
    ALMOST HOME
    3200 ST VINCENT AVE
    ST LOUIS,MO63104     		NONE PC GENERAL OPERATING SUPPORT 7,000
    ASSISTANCE LEAGUE OF ST LOUIS
    30 HENRY AVE
    ELLISVILLE,MO63011     		NONE PC OPERATION SCHOOL BELL 8,000
    BEYOND HOUSING INC
    6506 WRIGHT WY
    ST LOUIS,MO63121     		NONE PC YOUTH PROGRAMS 15,000
    CHILD CENTER MARYGROVE
    2705 MULLANPHY LN
    FLORISSANT,MO63031     		NONE PC THERAPEUTIC RESIDENTIAL TREATMENT PROGRAM 15,000
    COMPASS HEALTH INC
    111 MEXICO CT
    ST PETERS,MO63376     		NONE PC THE PINOCCHIO PROGRAM 12,500
    EPWORTH CHILDREN & FAMILY SERVICES INC
    110 N ELM AVE
    ST LOUIS,MO63119     		NONE PC OLDER YOUTH SERVICES 15,000
    FATHERS SUPPORT CENTER ST LOUIS
    1601 OLIVE STREET
    ST LOUIS,MO63103     		NONE PC FAMILY FORMATION 9,000
    FOCUS ST LOUIS
    815 OLIVE ST STE 110
    ST LOUIS,MO63101     		NONE PC GENERAL OPERATING SUPPORT 15,000
    FOSTER CARE COALITION OF GREATER ST LOUIS INC
    1750 S BRENTWOOD BLVD STE 210
    ST LOUIS,MO63144     		NONE PC FOSTER CARE AND ADOPTION PROGRAMS 15,000
    HARRIS-STOWE STATE UNIVERSITY
    3026 LACLEDE AVE
    ST LOUIS,MO63103     		NONE GOV SUMMER BRIDGE PROGRAM 10,000
    JUNIOR ACHIEVEMENT OF GREATER ST LOUIS
    17339 N OUTER FORTY RD
    CHESTERFIELD,MO63005     		NONE PC WHOLE SCHOOL INITIATIVE 15,000
    MARIAN MIDDLE SCHOOL
    4130 WYOMING ST
    ST LOUIS,MO63116     		NONE PC GENERAL OPERATING SUPPORT 16,000
    NATIONAL COUNCIL OF JEWISH WOMEN INC
    295 N LINDBERGH
    ST LOUIS,MO63141     		NONE PC BACK TO SCHOOL! STORE/KIDS COMMUNITY CLOSET OVER TWO YEARS 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 6,000
    UNIVERSITY OF MISSOURI-ST LOUIS - OFFICE OF THE CHANCELLOR
    1 UNIVERSITY BLVD 440 WOODS HALL
    ST LOUIS,MO63121     		NONE PC BRIDGE PROGRAM AFTER SCHOOL CLUBS 11,000
    UNLEASHING POTENTIAL
    1000 N VANDEVENTER AVENUE 2ND FLOOR
    ST LOUIS,MO63113     		NONE PC GENERAL OPERATING SUPPORT 15,000
    VISION FOR CHILDREN AT RISK INC
    1000 N VANDEVENTER AVE
    ST LOUIS,MO63113     		NONE PC CHILDREN'S DATA CENTER & CHILDREN OF METROPOLITAN ST. LOUIS DATA BOOK (CMSL) 15,000
    WYMAN CENTER INC
    600 KIWANIS DRIVE
    EUREKA,MO63025     		NONE PC WYMAN LEADERS PROGRAM 15,000
    Total .................................bullet 3b 244,500
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 820,477  
    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 1,485,029 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,485,029
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 62,510
    ABBOTT LABS NT 6.15% 11/30/37 24,900 29,678
    ACE INA HOLDINGS NT 3.35% 5/3/26 66,256 63,567
    AMAZON.COM NT 1.65% 5/12/28 59,965 53,165
    AMER HONDA FIN NT 2.9% 2/16/24 59,624 59,375
    AMER WATER CAP NT 3% 12/1/26 34,936 33,172
    AMERIPRISE FINL NT 3.7% 10/15/24 56,670 54,933
    APPLE INC NT 2.1% 9/12/22 34,959 34,983
    ASCENSION HEALTH NT 3.945% 11/15/46 61,298 55,660
    BANK OF AMERICA NT V/R 4/23/40 60,000 52,755
    BAPTIST HLTH FL NT 4.342% 11/15/41 35,280 32,517
    BK OF NY MELLON NT 3.65% 2/4/24 34,872 35,132
    BP CAP MARKETS NT 4.234% 11/6/28 55,000 54,623
    BSARM 2003-3 CL 2A2 V/R 5/25/33 3,835 4,254
    BURLINGTON NORTH NT 3.9% 8/1/46 29,760 26,636
    CATERPILLAR FINL NT 0.25% 3/1/23 59,948 59,036
    CINTAS CORPORATION NT 4% 5/1/32 54,969 54,014
    CONSUMERS ENERGY NT 3.95% 7/15/47 49,791 44,616
    CUMMINS INC NT 2.6% 9/1/50 59,603 41,003
    DUKE ENERGY FL NT 2.538% 9/1/29 56,975 57,002
    DUKE ENERGY NT 4.2% 3/15/42 42,802 35,469
    EMERSON ELEC NT 2.75% 10/15/50 64,921 46,807
    GENERAL DYNAMICS NT 2.25% 11/15/22 59,493 59,961
    GONZAGA UNIV NT 4.158% 4/1/46 15,000 13,103
    HENNEPIN CO MN TXBL GO 4.8% 12/1/35 36,057 38,291
    HONEYWELL INTL NT 2.5% 11/1/26 56,660 57,232
    ILLINOIS TOOL NT 2.65% 11/15/26 34,890 33,472
    JOHNSON & JOHNSON NT 5.85% 7/15/38 35,111 40,466
    JPMORGAN CHASE NT V/R 1/23/29 55,000 51,444
    MASTERCARD INC NT 2.95% 6/1/29 59,917 56,218
    MICROSOFT CORP NT 2.375% 5/1/23 34,882 34,886
    MORGAN STANLEY NT V/R 1/23/30 59,526 58,297
    NATIONAL RURAL UTIL NT 3.45% 6/15/25 34,991 34,775
    NORTHERN ST PWR NT 4.85% 8/15/40 34,051 29,580
    NORTHERN TRUST NT 1.95% 5/1/30 64,754 55,200
    PNC FINANCIAL SVCS NT 1.15% 8/13/26 34,934 31,272
    PPL ELECTRIC UTIL NT 3% 10/1/49 63,909 49,044
    PRAXAIR INC NT 2.65% 2/5/25 58,347 53,979
    PUB SVC ELEC & GAS NT 5.5% 3/1/40 40,700 42,773
    ROYAL BK OF CANADA NT V/R 4/27/26 65,000 62,966
    SCHLUMBERGER INV NT 3.65% 12/1/23 53,836 51,171
    SHELL INTL FIN NT 3.125% 11/7/49 29,225 23,009
    STATE STREET NT V/R 11/1/25 60,000 57,704
    STRYKER CORP NT 3.375% 5/15/24 34,693 34,816
    THE MET NT 3.4% 7/1/45 29,826 26,717
    TOSCO CORP NT 8.125% 2/15/30 25,976 24,293
    TOTAL CAP CANADA NT 2.75% 7/15/23 54,083 54,599
    TRANS-CANADA PL NT 7.25% 8/15/38 32,055 29,686
    TRAVELERS COS INC NT 4.1% 3/4/49 49,812 45,163
    TRUIST FINANCIAL NT V/R 6/7/29 65,000 55,868
    US BANCORP NT V/R 1/27/28 40,000 36,644
    VISA INC NT 1.9% 4/15/27 59,831 55,343
    WELLS FARGO BK NT 5.95% 8/26/36 58,037 48,272
    WW GRAINGER NT 3.75% 5/15/46 19,864 16,944
    WYETH NT 7.25% 3/1/23 39,900 30,771

    TY 2021 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 35,846 43,460
    ABBVIE INC 43,085 44,416
    AGILENT TECHNOLOGIES INC 34,167 43,945
    AGREE REALTY CORP 23,302 25,967
    ALAMO GROUP INC 19,853 26,197
    ALLEGIANT TRAVEL CO 28,012 19,225
    ALPHABET INC CL A 122,342 207,030
    AMAZON COM INC 89,741 185,336
    AMERIS BANCORP 24,743 31,541
    AMERISAFE INC 13,743 18,099
    AMGEN INC 23,716 43,794
    AMPHENOL CORP CL-A 24,518 43,457
    ANSYS INC 33,489 35,894
    APPLE INC 15,628 421,781
    ARCUTIS BIOTHERAPEUTICS INC 6,805 7,245
    ARISTA NETWORKS INC 43,922 43,120
    ARTIVION INC 20,328 16,803
    ASSURANT INC 34,956 35,434
    ATRICURE INC 13,893 19,613
    AVIENT CORP 27,964 34,068
    AZENTA INC 24,780 24,154
    BALCHEM CORP 14,866 27,245
    BALL CORP 44,975 36,792
    BOOT BARN HOLDINGS INC 7,357 15,505
    BROADRIDGE FINANCIAL SOL 29,177 37,063
    CADENCE DESIGN SYSTEMS INC 22,013 43,509
    CASTLE BIOSCIENCES INC 16,379 6,695
    CATHAY GENERAL BANCORP 25,126 30,341
    CDW CORP/DE 37,561 34,663
    CENTRAL GARDEN AND PET CO-A 24,821 29,607
    CERENCE INC 24,588 8,074
    CHAMPIONX CORP 11,262 8,933
    CHARTER COMMUNICATIONS INC A 61,547 42,168
    CHEMOCENTRYX INC 25,339 22,054
    CHENIERE ENERGY INC 42,005 44,565
    CHURCH & DWIGHT CO INC 36,031 37,064
    CHURCHILL DOWNS INC 15,920 28,730
    CHUYS HOLDINGS INC 12,190 9,103
    COHEN & STEERS INC 10,439 24,482
    COMMERCE MIDCAP GROWTH FUND 312,752 559,013
    COMMERCE VALUE FUND INSTITUTIONAL 614,557 1,019,931
    COPART INC 41,183 35,858
    COVETRUS INC 27,263 22,825
    CRYOPORT INC 13,526 15,180
    CSX CORP 34,938 34,146
    DFA INTL SMALL CO PORTFOLIO 158,993 158,573
    DOLLAR GENERAL CORP 19,364 42,952
    EBAY INC 44,049 34,169
    ENDAVA PLC ADR 11,450 9,710
    EQUITY LIFESTYLE PROPERTIES 49,812 42,282
    FISERV INC 27,952 42,261
    FIVE BELOW INC 3,608 11,910
    FLEETCOR TECHNOLOGIES INC 43,776 34,668
    GLACIER BANCORP INCORPORATED 9,324 23,236
    GLOBUS MEDICAL INC-A 14,601 31,158
    GRAND CANYON EDUCATION INC 5,426 32,025
    HALOZYME THERAPEUTICS INC 36,210 43,560
    HEALTHEQUITY INC 24,843 30,081
    HEARTLAND EXPRESS INC 8,039 7,998
    HELEN OF TROY CORP LTD 11,285 14,617
    HELIOS TECHNOLOGIES INC 15,516 25,506
    HILTON WORLDWIDE HOLDINGS INC 41,977 42,347
    HOME DEPOT INC 22,065 42,512
    HONEYWELL INTL INC 41,782 41,714
    HORACE MANN EDUCATORS CORP 28,550 25,715
    HOULIHAN LOKEY INC 17,686 29,993
    ICF INTERNATIONAL INC 16,530 28,500
    ICU MED INC 12,464 17,919
    IDACORP INC 18,574 25,950
    ILLINOIS TOOL WORKS INC 25,177 42,829
    INDEPENDENT BANK CORP/MA 20,802 22,717
    INTEGRA LIFESCIENCES HOLDING 25,653 24,584
    INTRA-CELLULAR THERAPIES INC 14,842 17,695
    INTUIT 50,864 42,398
    ITT INC 14,961 15,129
    JACK HENRY & ASSOCIATES INC 22,313 36,904
    LAUDER ESTEE COS INC CL A 20,116 43,294
    LAZARD EMERGING MARKETS EQUITY PORT 15,685 12,985
    LITHIA MTRS INC CL A 14,004 30,229
    MACOM TECHNOLOGY SOLUTIONS 22,935 31,809
    MAGNOLIA OIL & GAS CORP 22,010 37,782
    MASTERCARD INCORPORATED CLASS A 14,572 48,899
    MATADOR RESOURCES COMPANY 27,181 38,437
    MCDONALDS CORP 24,845 43,204
    MCKESSON CORP 42,062 44,038
    MEDPACE HOLDINGS INC 25,229 30,682
    METTLER-TOLEDO INTL INC 18,133 40,207
    MICROSOFT CORP 102,485 396,802
    MINERALS TECHNOLOGIES INC 26,802 27,910
    NATIONAL HEALTH INVESTORS INC 14,641 19,698
    NETAPP INC 44,289 35,556
    NIKE INC CLASS B 40,876 40,369
    NORTHWESTERN CORP 24,105 33,001
    NOVANTA INC ADR 22,254 29,711
    NVIDIA CORP 52,883 65,184
    OCEANFIRST FINANCIAL CORP 20,623 22,956
    OPEN LENDING CORP 14,234 3,939
    OXFORD INDUSTRIES INCORPORATED 18,934 25,291
    PACIFIC PREMIER BANCORP INC 33,697 25,877
    PALO ALTO NETWORKS INC 16,670 39,515
    PATRICK INDUSTRIES INC 11,557 12,701
    PATTERSON-UTI ENERGY INC 11,533 9,850
    PAYCOR HCM INC 21,607 19,630
    PAYLOCITY HOLDING CORP 9,453 23,547
    PEPSICO INC 20,748 43,332
    PERFORMANCE FOOD GROUP CO 29,387 43,681
    PGIM JENNISON M/C GROWTH CL R6 508,950 250,900
    PHREESIA INC 35,193 27,011
    PIONEER NAT RES CO 41,673 41,270
    PRIMORIS SERVICES CORP 26,584 22,848
    PRINCIPAL GL MULT STRAT-R6 159,418 171,265
    PROGYNY INC 14,404 16,413
    PUBLIC STORAGE 23,399 43,774
    RAPID7 INC 22,156 26,052
    RAYMOND JAMES FINL INC 34,640 35,764
    RBC BEARINGS INC 13,033 36,620
    REVOLVE GROUP INC 10,595 6,478
    RITCHIE BROS AUCTIONEERS ADR 10,135 34,157
    ROCKWELL AUTOMATION INC 39,286 35,876
    ROLLINS INCORPORATED 31,747 45,291
    RPM INC OHIO 25,545 36,211
    RYMAN HOSPITALITY PROPERTIES 29,992 27,371
    SEACOAST BANKING CORP OF FLORIDA 28,332 36,344
    SHERWIN WILLIAMS CO 20,681 42,543
    SHYFT GROUP INC 22,562 13,106
    SILGAN HOLDINGS INC 5,070 14,886
    SILICON LABORATORIES INC 13,887 26,642
    SKYLINE CHAMPION CORP 10,756 21,576
    SPX CORP 41,539 38,045
    STAG INDUSTRIAL INC 20,238 27,020
    STARBUCKS CORP 39,653 44,306
    STIFEL FINL CORP 12,248 28,570
    STRYKER CORP 23,346 42,770
    SUPERNUS PHARMACEUTICALS INC 28,739 31,957
    SYNEOS HEALTH INC 17,256 29,030
    T ROWE PR GROWTH STOCK-I 330,561 348,552
    T ROWE PR NEW HORIZONS-I 149,869 159,146
    TEREX CORP 24,799 15,464
    TESLA MOTORS INC 64,856 94,279
    TEXAS INSTRUMENTS INC 31,972 42,254
    TEXAS ROADHOUSE INC 5,577 33,306
    THE DESCARTES SYSTEMS GROUP INC ADR 18,740 26,686
    THERMO FISHER CORP 14,784 43,462
    THOUGHTWORKS HOLDING INC 23,783 17,990
    UFP INDUSTRIES INC 4,167 28,278
    UNION PACIFIC CORP 35,903 43,722
    UNITEDHEALTH GROUP INC 37,842 71,908
    VERACYTE INC 14,178 10,249
    VERITEX HOLDINGS INC 23,311 19,458
    VIAVI SOLUTIONS INC 27,352 27,783
    VISA INC CLASS A SHARES 18,974 57,098
    WASTE MGMT INC DEL 37,520 44,364
    WOLVERINE WORLD WIDE INC 15,764 13,608
    WORKDAY INC-CLASS A 58,260 36,291
    ZOETIS INC 35,120 43,832

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    NORMAN J STUPP FOUNDATION
    EIN:
    43-6027433
    US Government Securities - End of Year Book Value:

    1,194,600
    US Government Securities - End of Year Fair Market Value:

    1,141,533
    State & Local Government Securities - End of Year Book Value:


    638,103
    State & Local Government Securities - End of Year Fair Market Value:


    604,919


    TY 2021 InvestmentsOtherSchedule2
    Name:
    NORMAN J STUPP FOUNDATION
    EIN:
    43-6027433
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIDELITY MID CAP VAL INDX AT COST 821,950 1,116,868
    ISHARES RUSSELL 1000 GROWTH ETF AT COST 67,612 53,582
    JPMORGAN HEDGED EQUITY-R6 AT COST 323,888 300,993
    MFS RESEARCH INTERNAT R6 AT COST 1,281,786 1,397,108
    TIAA-CREF INSTL INTL EQ IN-I AT COST 973,718 1,053,913
    TIAA-CREF L/C GROW INDX-INST AT COST 195,301 181,065
    TIAA-CREF L/C VAL INDX-INST AT COST 3,027,578 3,574,681
    VANGUARD FTSE EMERGING MARKETS-ETF AT COST 278,271 249,900

    TY 2021 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 EXPENSE 58 0   58


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    NORMAN J STUPP FOUNDATION
    EIN:
    43-6027433
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OUTSIDE INVESTMENT FEE 18,222 18,222   0
    PHILANTHROPY MISSOURI 6,000 0   6,000


    TY 2021 TaxesSchedule
    Name:
    NORMAN J STUPP FOUNDATION
    EIN:
    43-6027433
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 121 121   0
    EXCISE TAX PAID 11,523 0   0
    ESTIMATED TAXES PAID 25,680 0   0