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 01-01-2021 , and ending 12-31-2021
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 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$11,618,974
J 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 1,762 1,762  
4 Dividends and interest from securities... 42,869 42,869  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 482,072
b Gross sales price for all assets on line 6a 661,256
7 Capital gain net income (from Part IV, line 2)... 482,072
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)....... 4,047 4,047  
12 Total. Add lines 1 through 11........ 530,750 530,750  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 32,004 0   24,003
14 Other employee salaries and wages...... 31,200 0   23,400
15 Pension plans, employee benefits....... 12,284 0   9,213
16a Legal fees (attach schedule)......... 6,148 0   1,537
b Accounting fees (attach schedule)....... 8,000 0   5,280
c Other professional fees (attach schedule).... 14,348 14,348   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 25,702 0   4,992
19 Depreciation (attach schedule) and depletion... 993 0  
20 Occupancy.............. 5,500 0   4,125
21 Travel, conferences, and meetings....... 120 0   30
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 27,765 0   17,878
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 164,064 14,348   90,458
25 Contributions, gifts, grants paid....... 1,738,544 1,738,544
26 Total expenses and disbursements. Add lines 24 and 25 1,902,608 14,348   1,829,002
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,371,858
b Net investment income (if negative, enter -0-) 516,402
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............. 4,988,395 3,701,531 3,701,531
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet8,438
Less: allowance for doubtful accounts bullet   66,600 8,438 8,438
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)....... 2,627,372 Click to see attachment2,883,374 3,743,520
c Investments—corporate bonds (attach schedule)....... 50,000 Click to see attachment25,000 25,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,967,848 Click to see attachment1,711,007 4,139,658
14 Land, buildings, and equipment: basis bullet10,256
Less: accumulated depreciation (attach schedule) bullet9,429 1,820 827 827
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,702,035 8,330,177 11,618,974
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 -12,286,089 -13,657,947
29 Total net assets or fund balances (see instructions)..... 9,702,035 8,330,177
30 Total liabilities and net assets/fund balances (see instructions). 9,702,035 8,330,177
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
9,702,035
2
Enter amount from Part I, line 27a .....................
2
-1,371,858
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,330,177
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
8,330,177
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 THRU BROOKSIDE CAPITAL P    
b THRU BROOKSIDE CAPITAL P    
c THRU OCM PRIN OPP FUND IV ATF P    
d THRU OCM PRIN OPP FUND IV P    
e THRU TIFF PVT EQUITY PTRS 2005 P    
THRU TIFF PVT EQUITY PTRS 2005 P    
THRU TIFF PVT EQUITY PTRS 2006 P    
THRU TIFF PVT EQUITY PTRS 2006 P    
CERBERUS INTERNATIONAL REDEMPTION P    
TIFF SHORT TERM FUND P    
THRU SANDS CAPITAL P    
THRU SANDS CAPITAL P    
RESERVOIR CAPITAL OVERSEAS P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,992     1,992
b 40,788     40,788
c       0
d 2,383     2,383
e 6,149     6,149
191,378     191,378
    7 -7
    11,983 -11,983
2,839   471 2,368
165,719   166,723 -1,004
19,247     19,247
180,112     180,112
35,490     35,490
15,159     15,159
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,992
b       40,788
c       0
d       2,383
e       6,149
      191,378
      -7
      -11,983
      2,368
      -1,004
      19,247
      180,112
      35,490
      15,159
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 2 482,072
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 7,178
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 7,178
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 36,911
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 36,911
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 29,733
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet29,733 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
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 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 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 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
    CHERI FOX EXECUTIVE DIRECTOR
    5.00
    32,004 12,284 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 (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
    12,444,827
    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
    12,444,827
    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
    12,444,827
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    186,672
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    12,258,155
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    612,908
    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
    612,908
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    7,178
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    43
    c
    Add lines 2a and 2b............................
    2c
    7,221
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    605,687
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    605,687
    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
    605,687
    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 7 605,687
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,468,286
    b From 2017...... 1,580,959
    c From 2018...... 742,955
    d From 2019...... 1,250,285
    e From 2020...... 1,911,743
    f Total of lines 3a through e ........ 6,954,228
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,829,002
    a Applied to 2020, 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 2021 distributable amount..... 605,687
    e Remaining amount distributed out of corpus 1,223,315
    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 8,177,543
    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 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    1,468,286
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    6,709,257
    10 Analysis of line 9:
    a Excess from 2017.... 1,580,959
    b Excess from 2018.... 742,955
    c Excess from 2019.... 1,250,285
    d Excess from 2020.... 1,911,743
    e Excess from 2021.... 1,223,315
    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).)
    CHERI FOX
    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 (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 DBA COLLEGE BOUND
    110 N JEFFERSON
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 500
    ALLIANCE ON MENTAL ILLNESS ST LOUIS
    1810 CRAIG ROAD 124
    ST LOUIS,MO63146
    NONE PUBLIC GENERAL PURPOSES 250
    ALS ASSOCIATION
    2258 WELDON PARKWAY
    ST LOUIS,MO63146
    NONE PUBLIC GENERAL PURPOSES 25,000
    ALZHEIMERS DISEASE & RELATED DISORDERS ASSN
    9370 OLIVE
    ST LOUIS,MO63132
    NONE PUBLIC GENERAL PURPOSES 1,000
    ALZHEIMERS DRUG DISCOVERY FOUNDATION
    57 WEST 57TH 904
    NEW YORK,NY10019
    NONE PUBLIC GENERAL PURPOSES 10,000
    AMERICAN DIABETES ASSON
    425 S WOODSMILL RD 110
    ST LOUIS,MO63017
    NONE PUBLIC GENERAL PURPOSES 2,500
    AMERICAN FRIENDS OF HEBREW UNIVERSITY
    199 WATER ST 11TH FL
    NEW YORK,NY10038
    NONE PUBLIC GENERAL PURPOSES 10,000
    AMERICAN FRIENDS OF HESCHEL CENTER
    1814 SHADY AVE
    PITTSBURGH,PA15217
    NONE PUBLIC GENERAL PURPOSES 5,000
    AMERICAN FRIENDS OF LEKET ISRAEL
    PO BOX 2090
    TEANECK,NJ07666
    NONE PUBLIC FOOD INSECURIITY 50,000
    AMERICAN HEART ASSOCIATION
    460 N LINDBERGH
    ST LOUIS,MO63141
    NONE PUBLIC GENERAL PURPOSES 10,000
    AMERICAN JEWISH WORLD SERVICES INC
    45 WEST 36TH ST
    NEW YORK,NY10018
    NONE PUBLIC GENERAL PURPOSES 1,000
    AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL
    20 ARRANDALE AVE
    GREAT NECK,NY11024
    NONE PUBLIC GENERAL PURPOSES 360
    ANTI DEFAMATION LEAGUE
    222 S MERAMEC 301
    ST LOUIS,MO63105
    NONE PUBLIC GENERAL PURPOSES 1,000
    ART ST LOUIS
    1223 PINE STREE
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 250
    ARTS AND EDUCATION COUNCIL OF GREATER ST LOUIS
    3547 OLIVE
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 1,000
    AUTISM SPEAKS
    1121 OLIVETTE EXEC PKWY
    ST LOUIS,MO63132
    NONE PUBLIC GENERAL PURPOSES 1,500
    BACKSTOPPER
    POBOX 795168
    ST LOUIS,MO63179
    NONE PUBLIC GENERAL PURPOSES 350
    BARBARA BUSH FOUNDATION FOR FAMILY LITERACY
    516 NORTH ADAMS ST
    TALLAHASSEE,FL32301
    NONE PUBLIC GENERAL PURPOSES 5,000
    BIG SUR LAND TRUST
    509 HARTNELL ST
    MONTEREY,CA93940
    NONE PUBLIC GENERAL PURPOSES 3,000
    BOY SCOUTS OF AMERICA
    4568 WEST PINE
    ST LOUIS,MO63108
    NONE PUBLIC GENERAL PURPOSES 15,500
    BREAST CANCER RESEARCH FOUNDATION
    28 WEST 44TH 609
    NEW YORK,NY10036
    NONE PUBLIC GENEERAL PURPOSES 2,500
    BUDDY PROGRAM INC
    110 E HAILAM 125
    ASPEN,CO81611
    NONE PUBLIC GENERAL PURPOSES 100
    CANCER SUPPORT COMMUNITY GREATER ST LOUIS
    1058 OLD DES PERES RD
    ST LOUIS,MO63131
    NONE PUBLIC GENERAL PURPOSES 5,000
    CANEY CREEK COMMUNITY CENTER INC
    100 PURPOSE RD
    PIPPA PASSES,KY41844
    NONE PUBLIC STUDENT WORK PROGRAM 1,000
    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 5,000
    CHILD CENTER MARYGROVE
    2705 MULLANPHY
    ST LOUIS,MO63031
    NONE PUBLIC GENERAL PURPOSES 2,000
    CHILD DAY CARE ASSN OF ST LOUIS DBA UNITED 4 CHILDREN
    1310 PAPIN ST
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 1,000
    CITIZENS FOR MODERN TRANSIT
    911 WASHINGTON AVE 200
    ST LOUIS,MO63101
    NONE PUBLIC GENERAL PURPOSES 250
    COMMITTEE FOR ACCURACY IN THE MIDDLE EAST REPORTING IN AMERICA
    PO BOX 35040
    BOSTON,MA02135
    NONE PUBLIC GENERAL PURPOSES 1,000
    COMMUNITY ACTION AGENCY OF ST LOUIS
    2709 WOODSON RD
    ST LOUIS,MO63114
    NONE PUBLIC GENERAL PURPOSES 500
    CONCORDANCE ACADEMY
    6 CITY PLACE DR 522
    ST LOUIS,MO63141
    NONE PUBLIC GENERAL PURPOSE 33,334
    CONGREGATION TEMPLE ISRAEL
    1 RABBI ALVAN RUBIN DR
    CREVE COUER,MO63141
    NONE PUBLIC GENERAL PURPOSES 50,000
    CROWN CENTER
    8350 DELCREST DR
    ST LOUIS,MO63124
    NONE PUBLIC GENERAL PURPOSES 250
    CULTURAL LEADERSHIP
    3030 S GRAND 201A
    ST LOUIS,MO63118
    NONE PUBLIC GENERAL PURPOSES 500
    DANCE ST LOUIS
    3547 OLIVE 301
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 1,000
    DRUG FREE AMERICA FOUNDATION
    5999 CENTRAL AVE 301
    ST PETERSBURG,FL33710
    NONE PUBLIC GENERAL PURPOSES 1,500
    ELEM YOUTH IN DISTRESS IN ISRAEL
    270 MADISON AVE SUITE 1501
    NEW YORK,NY10016
    NONE PUBLIC GENERAL PURPOSES 1,000
    ELI AMERICAN FRIENDS OF THE ISRAEL ASSN FOR CHILD PROTECTION
    PO BOX 12
    MERION STATION,PA19066
    NONE PUBLIC GENERAL PURPOSES 500
    ENTREPRENEURSHIP START UP BUSINES DEVEL CORP
    2315 LOCUST STREET SUITE 2B
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 10,000
    FATHERS SUPPORT CENTER
    4411 N NEWSTEAD
    ST LOUIS,MO63115
    NONE PUBLIC GENERAL PURPOSES 2,000
    FEED MY PEOPLE
    171 KINGSTON DR
    ST LOUIS,MO63125
    NONE PUBLIC GENERAL PURPOSES 1,000
    FOCUS ST LOUIS
    815 OLIVE SUITE 110
    ST LOUIS,MO63101
    NONE PUBLIC GENERAL PURPOSES 1,250
    FOOD OUTREACH INC
    3117 OLIVE ST
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 2,000
    FOREST PARK FOREVER
    5595 GRAND DRIVE IN FOREST PARK
    ST LOUIS,MO63112
    NONE PUBLIC GENERAL PURPOSES 3,500
    FOUNDATION FOR BARNES JEWISH HOSPITAL
    1001 HIGHLANDS PLAZA WEST 100
    ST LOUIS,MO63110
    NONE PUBLIC PARKINSON RESEARCH FUND 170,000
    FRIENDS OF ST LOUIS UNIVERSITY LIVER CENTER
    14323 S OUTER 40 200M
    ST LOUIS,MO63017
    NONE PUBLIC GENERAL PURPOSES 1,000
    FRIENDS OF TSAD KADIMA
    41 DEERFIELD LANE SOUTH
    PLEASANTVILLE,NY10570
    NONE PUBLIC GENERAL PURPOSES 1,000
    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
    GATEWAY GREENING INC
    2211 WASHINGTON AVE 102
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 100
    GIRLS INCORPORATED
    3801 NELSON DRIVE
    ST LOUIS,MO63121
    NONE PUBLIC GENERAL PURPOSES 600
    GLOBAL FOODBANKING NETWORK
    70 EAST LAKE ST 1200
    CHICAGO,IL60601
    NONE PUBLIC GENERAL PURPOSES 5,000
    GRAND CENTER
    3526 WASHINGTON AVE 2ND FLOOR
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 1,000
    GUARDIAN ANGEL SETTLEMENT ASSOCIATION
    1127 N VANDEVENTER
    ST LOUIS,MO63113
    NONE PUBLIC GENERAL PURPOSES 700
    HABITAT FOR HUMANITY INTERNATIONAL INC
    322 W LAMAR ST
    AMERICUS,GA317093453
    NONE PUBLIC GENERAL PURPOSES 200
    HOME WORKS THVP
    225 LINDEN AVE
    ST LOUIS,MO63105
    NONE PUBLIC GENEARAL PURPOSES 1,000
    HOPE HAPPENS
    200 S HANELY 1100
    ST LOUIS,MO63105
    NONE PUBLIC GENERAL PURPSOES 1,000
    HORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC
    99 CANAL CENTER PL 320
    ALEXANDRA,VA22314
    NONE PUBLIC GENERAL PURPOSES 10,000
    INTERFAITH RESIDENCE DBA DOORWAYS
    4385 MARYLAND AVE
    ST LOUIS,MO63108
    NONE PUBLIC GENERAL PURPOSES 1,250
    JEWISH COMMUNITY CENTER ASSOCIATION
    2 MILLSTONE CAMPUS DR
    ST LOUIS,MO63146
    NONE PUBLIC GENERAL PURPOSES 45,500
    JEWISH FAMILY AND CHILDRENS SERVICE
    10950 SCHUETZ RD
    ST LOUIS,MO63146
    NONE PUBLIC GENERAL PURPOSES 4,000
    JEWISH FEDERATION OF ST LOUIS
    12 MILLESTONE CAMPUS DR
    ST LOUIS,MO63146
    NONE PUBLIC GENERAL PURPOSES 377,000
    JEWISH NATIONAL FUND--KAREN KAYEMETH LEISRAEL-INC
    42 EAST 69TH ST
    NEW YORK,NY100215093
    NONE PUBLIC GENERAL PURPOSES 200
    JEWISH WOMEN'S ARCHIVE
    ONE HARVARD ST 200
    BOSTON,MA02445
    NONE PUBLIC GENERAL PURPOSES 500
    KIDS SMART
    8816 MANCHESTER DR 287
    ST LOUIS,MO63144
    NONE PUBLIC GENERAL PURPOSES 400
    LIFT FOR LIFE ACADEMY
    1731 S BROADWAY
    ST LOUIS,MO63104
    NONE PUBLIC GENERAL PURPOSES 500
    LIVING WELL FOUNDATION
    3602 LIONS DEN ROAD
    IMPERIAL,MO63052
    NONE PUBLIC CAMP JUMP START 500
    LOGOS
    9137 OLD BONHOMME RD
    ST LOUIS,MO63132
    NONE PUBLIC GENERAL PURPOSES 1,000
    LYDIA'S HOUSE
    PO BOX 2722
    ST LOUIS,MO63116
    NONE PUBLIC GENERAL PURPOSES 1,000
    MARIAN MIDDLE SCHOOL
    4130 WYOMING ST
    ST LOUIS,MO63116
    NONE PUBLIC GENERAL PURPOSES 250
    MATHEWS DICKEY BOYS AND GIRLS CLUB
    4525 N KINGSHIGHWAY
    ST LOUIS,MO63115
    NONE PUBLIC GENERAL PURPOSES 1,000
    MAZON A JEWISH RESPONSE TO HUNGER
    10850 WILSHIRE BLVD 400
    LOS ANGELES,CA90024
    NONE PUBLIC GENERAL PURPOSES 2,000
    MEDS AND FOOD FOR KIDS
    4488 FOREST PARK AVE230
    ST LOUIS,MO63108
    NONE PUBLIC GENERAL PURPOSES 250
    MEMORY CARE HOME SOLUTIONS
    4389 WEST PINE BLVD
    ST LOUIS,MO63108
    NONE PUBLIC GENERAL PURPOSES 5,000
    MISSOURI HISTORICAL SOCIETY
    PO BOX 775460
    ST LOUIS,MO63177
    NONE PUBLIC GENERAL PURPOSES 15,000
    NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE OF METRO ST LOUIS
    1405 PINE 203
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 2,500
    NATIONAL COUNCIL OF JEWISH WOMEN
    295 NO LINDBERGH
    ST LOUIS,MO63141
    NONE PUBLIC GENERAL PURPOSES 1,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206
    NONE PUBLIC GENERAL PURPOSES 100
    OASIS CENTER
    11780 BORMAN DR 400
    ST LOUIS,MO63146
    NONE PUBLIC GENERAL PURPOSES 500
    OPERATION FOOD SEARCH
    1644 LOTSIE BLVD
    ST LOUIS,MO63132
    NONE PUBLIC GENERAL PURPOSES 4,500
    ORT AMERICA INC
    75 MAIDEN LANE 10TH FL
    NEW YORK,NY10038
    NONE PUBLIC GENERAL PURPOSES 15,000
    OUR LADYS INN
    8790 MANCHESTER RD 202
    ST LOUIS,MO63144
    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
    PEDAL THE CAUSE
    9288 DIELMAN INDUSTRIAL 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
    RANKEN JORDAN HOME FOR CRIPPLED CHILDREN
    11365 DORSETT RD
    ST LOUIS,MO63043
    NONE PUBLIC GENERAL PURPOSES 500
    READY READERS
    10402 BAUR BLVD SUITE H
    ST LOUIS,MO63132
    NONE PUBLIC GENERAL PURPOSES 2,500
    REPERTORY THEATRE OF ST LOUIS
    130 EDGAR RD
    ST LOUIS,MO63119
    NONE PUBLIC GENERAL PURPOSES 2,000
    RESPECTABILITY
    11333 WOODGLEN CR 102
    ROCKVILLE,MD20852
    NONE PUBLIC GENERAL PURPOSES 1,000
    ROCKY MOUNTAIN INSITITUE
    2490 JUNCTION PLACE 200
    BOULDER,CO80301
    NONE PUBLIC GENERAL PURPOSES 2,000
    ROOM AT THE INN
    3415 BRIDGELAND DRIVE
    BRIDGETON,MO63044
    NONE PUBLIC GENERAL PURPOSES 1,500
    SAUL MIROWITZ JEWISH COMMUNITY SCHOOL
    348 S MASON RD
    ST LOUIS,MO63141
    NONE PUBLIC GENERAL PURPOSES 1,000
    SHAKESPEARE FESTIVAL OF ST LOUIS
    5715 ELIZABETH AVE
    ST LOUIS,MO63110
    NONE PUBLIC GENERAL PURPOSES 500
    SHARSHERET INC
    1086 TEANECK RD 2G
    TEANECK,NJ07666
    NONE PUBLIC GENERAL PURPOSES 500
    SHELDON ARTS FOUNDATION
    3648 WASHINGTON AVE
    ST LOUIS,MO63108
    NONE PUBLIC GENERAL PURPOSES 1,500
    SIGMA ALPHA MU FOUNDATION
    8701 FOUNDERS RD
    INDIANAPOLIS,IN46268
    NONE PUBLIC GENERAL PURPOSES 750
    SIMON WIESENTHAL CENTER
    1399 S ROXBURY DRIVE
    LOS ANGELES,CA90035
    NONE PUBLIC GENERAL PURPOSES 1,000
    SITEMAN CANCER CENTER
    7425 FORSYTH BLVD 2200
    ST LOUIS,MO63105
    NONE PUBLIC GENERAL PURPOSES 1,000
    SMITHSONIAN INSTITUTION
    POBOX 37012
    WASHINGTON,DC20013
    NONE PUBLIC GENERAL PURPOSES 500
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104
    NONE PUBLIC GENERAL PURPOSES 100
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE PUBLIC GENERAL PURPOSES 550
    ST LOUIS AQUARIUM AT UNION STATION
    201 S 18TH ST
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 2,500
    ST LOUIS AREA FOODBANK
    70 CORPORATE WOODS DR
    ST LOUIS,MO63044
    NONE PUBLIC GENERAL PURPOSES 3,000
    ST LOUIS AREA POLICE CHIEFS ASSOCIATION
    9641 BELLFONTAINE RD
    ST LOUIS,MO63137
    NONE PUBLIC GENERAL PURPOSES 500
    ST LOUIS ART MUSEUM
    1 FINE ARTS DRIVE
    ST LOUIS,MO63110
    NONE PUBLIC GENERAL PURPOSES 5,000
    ST LOUIS BLACK REPERTORY THEATRE
    6662 OLIVE
    ST LOUIS,MO63130
    NONE PUBLIC GENERAL PURPOSES 200
    ST LOUIS CHILDRENS HOSPITAL FOUNDATION
    1001 HIGHLAND PLAZA WEST 1
    ST LOUIS,MO63110
    NONE PUBLIC DAY AT SIX FLAGS 5,000
    ST LOUIS JEWISH LIGHT
    6 MILLSTONE CAMPUS 3010
    ST LOUIS,MO63146
    NONE PUBLIC GENERAL PURPOSES 500
    ST LOUIS MENS GROUP AGAINST CANCER
    12951 OLIVE
    ST LOUIS,MO63141
    NONE PUBLIC GENERAL PURPOSES 1,000
    ST LOUIS PSYCHOANALYTIC INSTITUTE
    7700 CLAYTON RD 200
    ST LOUIS,MO63117
    NONE PUBLIC GENERAL PURPOSES 500
    ST LOUIS PUBLIC LIBRARY FOUNDATION
    1415 OLIVE ST
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 1,200
    ST LOUIS SCIENCE CENTER FOUNDATION
    5050 OAKLAND
    ST LOUIS,MO63110
    NONE PUBLIC GENERAL PURPOSES 1,000
    ST LOUIS SYMPHONY ORCHESTRA
    718 N GRAND
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 10,500
    ST LOUIS UNIVERISTY
    221 N GRAND BLVD
    ST LOUIS,MO63103
    NONE PUBLIC GENERAL PURPOSES 50,000
    ST LOUIS ZOO ASSOCIATION
    ONE GOVERNMENT DR
    ST LOUIS,MO63110
    NONE PUBLIC GENERAL PURPOSES 5,000
    VOYCE
    860 CRAIG RD SUITE 245
    CHESTERFIELD,MO63141
    NONE PUBLIC GENERAL PURPOSES 500
    ST TERESA AND BRIDGETS CHURCH
    6 WOOD ACRE RD
    ST LOUIS,MO63124
    NONE PUBLIC GENERAL PURPOSES 500
    STARKLOFF DISABILITY INSTITUTE
    135 S 11TH ST 500
    ST LOUIS,MO63102
    NONE PUBLIC GENERAL PURPOSES 500
    SULAM
    13300 ARCTIC AVE
    ROCKVILLE,MD20853
    NONE PUBLIC GENERAL PURPOSES 500
    THE CARING PEOPLE
    164 CORPORATE PLACE
    BRANSON,MO65616
    NONE PUBLIC GENERAL PURPOSES 1,000
    THE CENTER OF CREATIVE ARTS
    524 TRINITY AVE
    UNIVERISTY CITY,MO63130
    NONE PUBLIC GENERAL PURPOSES 1,500
    TODAY AND TOMORROW EDUCATIONAL FDN
    20 ARCHBISHOP MAY DRIVE
    ST LOUIS,MO63119
    NONE PUBLIC GENERAL PURPOSES 22,500
    TZIDKAT JOSEF NAPHTALI
    206 RENNALDO DR
    CHESTERFIELD,MO63017
    NONE PUBLIC GENERAL PURPOSES 2,000
    UNITED WAY OF GREATER ST LOUIS
    901 NORTH 11TH ST
    ST LOUIS,MO63101
    NONE PUBLIC GENERAL PURPOSES 111,500
    UNIVERSITY CITY CHILDRENS CENTER
    6646 VERNON AVE
    ST LOUIS,MO63130
    NONE PUBLIC GENERAL PURPOSES 1,000
    VARIETY THE CHILDRENS CHARITY OF ST LOUIS
    2200 WESTPORT PLAZA DR
    ST LOUIS,MO63146
    NONE PUBLIC GENERAL PURPOSES 150,000
    WASHINGTON UNIVERSITY
    600 S EUCLID
    ST LOUIS,MO63110
    NONE PUBLIC SAM FOX SCHOOL OF DESIGN 350,000
    WEBSTER UNIVERSITY
    470 E LOCKWOOD
    WEBSTER GROVES,MO63119
    NONE PUBLIC SCHOLARSHIP SUPPORT 20,000
    WINTER OPERA ST LOUIS
    2324 MARCONI AVE
    ST LOUIS,MO63110
    NONE PUBLIC GENERAL PURPOSES 1,000
    WOMEN OF ACHIEVEMENT
    ONE US BANK PLAZA
    ST LOUIS,MO63101
    NONE PUBLIC GENERAL PURPOSES 1,250
    WORLD PEDIATRIC PROJECT
    755 S NEW BALLAS
    ST LOUIS,MO63141
    NONE PUBLIC GENERAL PURPOSES 1,500
    ST LOUIS KAPLAN FELDMAN HOLOCAUST MUSEUM
    12 MILLSTONE CAMPUS DR
    ST LOUIS,MO63146
    NONE PUBLIC GENERAL PURPOSES 2,000
    UNITED HEBREW TEMPLE
    13788 CONWAY RD
    ST LOUIS,MO63141
    NONE PUBLIC GENERAL PURPOSES 1,000
    VAAD HOEIR OF ST LOUIS
    4 MILLSTONE CAMPUS DR
    ST LOUIS,MO63146
    NONE PUBLIC GENERAL PURPOSES 1,000
    PHILANTHROPY ROUNDTABLE
    1120 20TH ST NW 550
    WASHINGTON,DC20036
    NONE PUBLIC GENERAL PURPOSES 500
    ST LOUIS REGIONAL PUPLIC MEDIA
    3655 OLIVE
    ST LOUIS,MO63108
    NONE PUBLIC TORCH SOCIETY 1,000
    WOMENS EXCHANGE
    8811 A LADUE RD
    ST LOUIS,MO63124
    NONE PUBLIC GENERAL PURPOSES 250
    AMERICAN ISRAEL FRIENDSHIP LEAGUE
    251 W 30TH ST 6TH FL
    NEW YORK,NY10001
    NONE PUBLIC GENERAL PURPOSES 1,000
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    3175 COMMERCIAL AVE 101
    NORHTBROOK,IL60062
    NONE PUBLIC GENERAL PURPOSES 500
    AMERICAN SOCIETY OF YAD VASHEM
    500 FIFTH AVE 1600
    NEW YORK,NY10018
    NONE PUBLIC GENERAL PURPOSES 300
    FRIENDS OF YAD LAKASHISH--LFELINE FOR THE OLD
    PO BOX 494
    ENGLEWOOD,NJ07631
    NONE PUBLIC GENERAL PURPOSES 500
    ISRAEL EMERGENCY ALLIANCE
    PO BOX 341069
    LOS ANGELES,CA90034
    NONE PUBLIC GENERAL PURPOSES 1,500
    PEF ISRAEL ENDOWMENT FUNDS INC
    630 THIRD AVE 15TH FL
    NEW YORK,NY100215093
    NONE PUBLIC GENERAL PURPOSES 1,000
    LIFT FOR LIFE GYM
    1415 CAS AVENUE
    ST LOUIS,MO63106
    NONE PUBLIC GENERAL PURPOSES 500
    Total .................................bullet 3a 1,738,544
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........
        14 1,762  
    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 ............
        14 482,072  
    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) .. 0 530,750 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    530,750
    (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
    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 AccountingFeesSchedule
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICES 8,000 0   5,280

    TY 2021 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 25,000 25,000

    TY 2021 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 1,738,163 1,780,410
    SANDS CAPITAL SELECT GROWTH 1,145,211 1,963,110

    TY 2021 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 82,641 181,759
    CERBERUS INTERNATIONAL AT COST 824 6,626
    COATUE OFFSHORE FUND LTD AT COST 641,363 2,144,684
    GOTHAM HEDGED VALUE STRATEGIES AT COST 556,359 1,182,898
    RESEVOIR CAPITAL MASTER AT COST 0 376,192
    TIFF PRIVATE EQUITY PARTNERS 2005 AT COST 292,584 190,735
    TIFF PRIVATE EQUITY PARTNERS 2006 AT COST 137,236 56,764

    TY 2021 LegalFeesSchedule
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 6,148 0   1,537


    TY 2021 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 10,968 0   8,774
    INSURANCE 750 0   0
    MEMBERSHIP DUES 2,500 0   2,500
    OFFICE EXPENSE 661 0   331
    BANK FEES 4,031 0   0
    TELECOMMUNICATIONS 5,734 0   4,301
    POSTAGE AND PRINTING 2,101 0   1,462
    PARKING 1,020 0   510


    TY 2021 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 4,043 4,043 4,043
    THRU OCM PRIN OPPOR FUND IV 4 4 4


    TY 2021 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 14,348 14,348   0


    TY 2021 TaxesSchedule
    Name:
    SAM AND MARILYN FOX FOUNDATION
    EIN:
    43-1456258
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 6,656 0   4,992
    EXCISE TAX 19,046 0   0