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 11-01-2021 , and ending 10-31-2022
Name of foundation
STUPP BROS BRIDGE & IRON CO FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3800 WEBER ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63125
A Employer identification number

23-7412437
B Telephone number (see instructions)

(314) 638-5000
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$8,802,828J 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 41,340 41,340  
4 Dividends and interest from securities... 153,457 153,457  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 337,774
b Gross sales price for all assets on line 6a 3,247,375
7 Capital gain net income (from Part IV, line 2)... 337,774
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........ 532,571 532,571  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,250 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,832 0   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 42,706 41,051   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,788 41,051   0
25 Contributions, gifts, grants paid....... 568,671 582,671
26 Total expenses and disbursements. Add lines 24 and 25 622,459 41,051   582,671
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -89,888
b Net investment income (if negative, enter -0-) 491,520
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......... 148,829 245,924 245,924
3 Accounts receivable bullet25,352
Less: allowance for doubtful accounts bullet   4,586 25,352 25,352
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)....... 1,360,927 Click to see attachment1,596,874 1,596,874
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,490,495 Click to see attachment6,930,510 6,930,510
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment4,168 Click to see attachment4,168
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,004,837 8,802,828 8,802,828
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 28,412 14,412
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) Click to see attachment18,789 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 47,201 14,412
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........... 10,957,636 8,788,416
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,957,636 8,788,416
30 Total liabilities and net assets/fund balances (see instructions). 11,004,837 8,802,828
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
10,957,636
2
Enter amount from Part I, line 27a .....................
2
-89,888
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,867,748
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,079,332
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,788,416
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 SALE OF INVESTMENTS P    
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 3,247,375   2,909,601 337,774
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       337,774
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 2 337,774
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 6,832
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 6,832
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 11,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,849
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,849
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 12,017
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet840 RefundedBullet 11 11,177
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 ofbulletSAM DUGGAN Telephone no.bullet (314) 638-5000

    Located atbullet3800 WEBER ROADST LOUISMO ZIP+4bullet63125
    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)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    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
     
     
    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
    R PHILIP STUPP TRUSTEE
    1.00     		0 0 0
    3800 WEBER ROAD
    ST LOUIS,MO63125
    JOHN P STUPP JR TRUSTEE
    1.00     		0 0 0
    3800 WEBER ROAD
    ST LOUIS,MO63125
    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
    9,647,990
    b
    Average of monthly cash balances.......................
    1b
    313,755
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,961,745
    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
    9,961,745
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    149,426
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,812,319
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    490,616
    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
    490,616
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,832
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,832
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    483,784
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    483,784
    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
    483,784
    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 7 483,784
    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...... 55,605
    b From 2017...... 66,563
    c From 2018...... 59,823
    d From 2019...... 74,864
    e From 2020...... 115,309
    f Total of lines 3a through e ........ 372,164
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 582,671
    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..... 483,784
    e Remaining amount distributed out of corpus 98,887
    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 5 471,051
    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) ...     		55,605
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		415,446
    10 Analysis of line 9:
    a Excess from 2017.... 66,563
    b Excess from 2018.... 59,823
    c Excess from 2019.... 74,864
    d Excess from 2020.... 115,309
    e Excess from 2021.... 98,887
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    ALISA WEBB-SCHOLARSHIP GRANT - RICE
    4100 GREENBRIAR DR APT 348
    HOUSTON,TX770985650     		NONE I NOT RESTRICTD 421
    ALZHEIMER'S SERVICE OF THE CAPITAL AREA
    3772 NORTH BLVD
    BATON ROUGE,LA708063822     		NONE PC NOT RESTRICTED 1,200
    AMERICAN ACADEMY OF ALLERGY ASTHMA & IMMUNOLOGY FOUNDATION INC
    555 E WELL ST
    MILWAUKEE,WI532023823     		NONE PC NOT RESTRICTED 2,000
    AMERICAN INSTITUTE OF STEEL CONSTRUCTION
    PO BOX 8761
    CAROL STREAM,IL601978761     		NONE PC NOT RESTRICTED 5,000
    AMERICAN RED CROSS - LOUISIANA CAPITAL AREA CHAPTER
    4655 SHERWOOD COMMON BLVD
    BATON ROUGE,LA708164295     		NONE PC NOT RESTRICTED 2,000
    ARKANSAS CHILDREN'S FOUNDATION
    1 CHILDRENS WAY SLOT 661
    LITTLE ROCK,AR722023591     		NONE PC NOT RESTRICTED 500
    ARKANSAS STATE UNIVERSITY - KHUSHI UPPAL
    PO BOX 2640
    STATE UNIVERSITY,AR72467     		NONE PC NOT RESTRICTED 10,000
    ARMY HISTORICAL FOUNDATION - NATIONAL MUSEUM OF THE UNITED STATES ARMY
    2425 WILSON BLVD
    ARLINGTON,VA222013876     		NONE PC NOT RESTRICTED 1,000
    ARTS COUNCIL OF GREATER BATON ROUGE
    233 SAINT FERDINAND ST
    BATON ROUGE,LA708025818     		NONE PC NOT RESTRICTED 1,700
    ASSOCIATION OF THE UNITED STATES ARMY - ST LOUIS GATEWAY CHAPTER
    7700 GRAVOIS ROAD
    ST LOUIS,MO631234728     		NONE PC NOT RESTRICTED 500
    BATON ROUGE ALLIANCE FOR STUDENTS
    342 LAFAYETTE STREET STE B
    BATON ROUGE,LA708011209     		NONE PC NOT RESTRICTED 3,200
    BEYOND HOUSING
    6506 WRIGHT WAY
    ST LOUIS,MO631213209     		NONE PC NOT RESTRICTED 25,000
    BOWLING GREEN AREA CHAMBER FOUNDATION INC
    710 COLLEGE STREET
    BOWLING GREEN,KY421022131     		NONE PC NOT RESTRICTED 2,500
    BOYS & GIRLS CLUB OF GREATER BATON ROUGE
    8281 GOODWOOD BLVD STE A
    BATON ROUGE,LA708067742     		NONE PC NOT RESTRICTED 2,200
    BUCKNELL UNIVERSITY
    301 MARKET ST STE 2
    LEWISBURG,PA178375028     		NONE PC NOT RESTRICTED 10,000
    CAPITAL AREA UNITED WAY
    700 LAUREL STREET
    BATON ROUGE,LA708025634     		NONE PC NOT RESTRICTED 5,000
    CENTER FOR HEARING AND SPEECH - GIVING VOICES TO CHILDREN EVENT
    9835 MANCHESTER ROAD
    ST LOUIS,MO631191243     		NONE PC NOT RESTRICTED 10,000
    CITY ACADEMY
    4175 N KINGSHIGHWAY BLVD
    ST LOUIS,MO631151733     		NONE PC NOT RESTRICTED 5,000
    COALITION FOR A PROSPEROUS AMERICA EDUCATION FUND INC
    PO BOX 283
    SOUTHWICK,MA010770283     		NONE PC NOT RESTRICTED 20,000
    COLORADO OUTDOOR EDUCATION CENTER
    PO BOX 167
    FLORISSANT,CO808160167     		NONE PC NOT RESTRICTED 500
    COLORADO STATE UNIVERSITY
    2243 CENTRE AVE
    FORT COLLINS,CO805236051     		NONE PC NOT RESTRICTED 23,500
    COLUMBIA BUSINESS SCHOOL
    3022 BROADWAY
    NEW YORK,NY100276945     		NONE PC NOT RESTRICTED 1,200
    DETROIT CRISTO REY HIGH SCHOOL
    5679 W VERNOR HIGHWAY
    DETROIT,MI482092157     		NONE PC NOT RESTRICTED 5,000
    DOGWOOD FARM SANCTUARY
    PO BOX 53
    TROY,MO633790053     		NONE PC NOT RESTRICTED 2,500
    DONALD DANFORTH PLANT SCIENCE CENTER
    975 NORTH WARSON ROAD
    ST LOUIS,MO631329605     		NONE PC NOT RESTRICTED 2,500
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC277080581     		NONE PC NOT RESTRICTED 5,000
    DUO DOGS INC
    10955 LINPAGE PLACE
    ST LOUIS,MO631321006     		NONE PC NOT RESTRICTED 1,000
    EMMANUEL EPISCOPAL CHURCH
    9 S BOMPART AVE
    ST LOUIS,MO631193282     		NONE PC NOT RESTRICTED 500
    FOREST PARK FOREVER
    5595 GRAND DRIVE IN FOREST PARK
    ST LOUIS,MO631121095     		NONE PC NOT RESTRICTED 14,000
    FRIENDLY TEMPLE MISSIONARY BAPTIST CHURCH
    5515 DR MARTIN LUTHER KING DRIVE
    ST LOUIS,MO63112     		NONE PC NOT RESTRICTED 5,000
    FRIENDS OF BELLEFONTAINE CEMETERY ASSOCIATION
    4947 WEST FLORISSANT AVENUE
    ST LOUIS,MO631151424     		NONE PC NOT RESTRICTED 1,000
    FRIENDS OF ST JUDE
    501 ST JUDE PLACE
    MEMPHIS,TN381051905     		NONE PC NOT RESTRICTED 1,200
    FRIENDS OF THE BATON ROUGE ZOO
    3601 THOMAS ROAD
    BATON ROUGE,LA708071672     		NONE PC NOT RESTRICTED 1,500
    GARY & VIVIENNE PLAYER FOUNDATION
    PO BOX 780
    OAKS,PA19456     		NONE PC NOT RESTRICTED 5,000
    GATEWAY REGION YMCA
    2815 SCOTT AVE SUITE D
    ST LOUIS,MO631033032     		NONE PC NOT RESTRICTED 1,000
    GREAT RIVERS GREENWAY FOUNDATION
    3745 FOUNDRY WAY STE 253
    ST LOUIS,MO631104124     		NONE PC NOT RESTRICTED 17,500
    HISPANIC CHAMBER OF COMMERCE STL FOUNDATION
    3611 SOUTH GRAND BLVD STE 105
    ST LOUIS,MO631183403     		NONE PC NOT RESTRICTED 5,000
    HOWARD UNIVERSITY
    2400 6TH ST NW
    WASHINGTON,DC200590002     		NONE PC NOT RESTRICTED 10,000
    HUMAN SOCIETY OF MISSOURI
    1201 MACKLIND AVE
    ST LOUIS,MO631101431     		NONE PC NOT RESTRICTED 1,000
    IMMACOLATA SCHOOL
    8910 CLAYTON ROAD
    ST LOUIS,MO631171002     		NONE PC NOT RESTRICTED 1,500
    JOHN BURROUGHS SCHOOL
    755 SOUTH PRICE ROAD
    ST LOUIS,MO631241866     		NONE PC NOT RESTRICTED 1,000
    KDHX - DOUBLE HELIX CORP
    3524 WASHINGTON AVE
    ST LOUIS,MO631031019     		NONE PC NOT RESTRICTED 1,000
    LAFAYETTE PARK CONSERVANCY
    2023 LAFAYETTE AVENUE
    ST LOUIS,MO631042515     		NONE PC NOT RESTRICTED 500
    LANDMARKS ASSOCIATION OF ST LOUIS
    3115 S GRAND BLVD STE 700
    ST LOUIS,MO631181069     		NONE PC NOT RESTRICTED 500
    LEHIGH UNIVERSITY
    306 SOUTH NEW ST STE 500
    BETHLEHEM,PA180151652     		NONE PC NOT RESTRICTED 5,000
    LOUISBURG COLLEGE
    501 NORTH MAIN STREET
    LOUISBURG,NC275492335     		NONE PC NOT RESTRICTED 1,000
    LOUISIANA ART AND SCIENCE MUSEUM INC
    PO BOX 1331
    BATON ROUGE,LA708211331     		NONE PC NOT RESTRICTED 1,000
    LOUISIANA STATE UNIVERSITY FOUNDATION
    3796 NICHOLSON DRIVE
    BATON ROUGE,LA708028633     		NONE PC NOT RESTRICTED 500
    MARY INSTITUTE AND SAINT LOUIS COUNTRY DAY SCHOOL
    101 NORTH WARSON ROAD
    ST LOUIS,MO631241326     		NONE PC NOT RESTRICTED 32,200
    MEMORIAL FOR DOUGLAS JACOBS TO SUPPORT UT SOUTHWESTERN MEDICAL CENTER
    5323 HARRY HINES BLVD
    DALLAS,TX75390     		NONE PC NOT RESTRICTED 500
    MEMORIAL FOR RONALD A LUTZ TO EBENEZER STONE CHURCH
    6162 STONE CHURCH RD
    GERALD,MO63037     		NONE PC NOT RESTRICTED 250
    MEMORIAL FOR SAMUEL WYSS DUGGAN TO CHRISTIAN BROTHERS HIGH SCHOOL
    1850 DE LA SALLE DR
    ST LOUIS,MO63141     		NONE PC NOT RESTRICTED 500
    MEMORIAL FOR TRUMAN ARNOLD TO UNIVERSITY OF HOUSTON
    UNIVERSITY OF HOUSTON
    HOUSTON,TX77204     		NONE PC NOT RESTRICTED 1,000
    METROPOLITAN GOLF FOUNDATION
    11724 LACKLAND INDUSTRIAL DR
    ST LOUIS,MO631464209     		NONE PC NOT RESTRICTED 20,000
    MISSOURI COLLEGE FUND INC
    3401 WEST TRUMAN BLVD STE 202
    JEFFERSON CITY,MO651096892     		NONE PC NOT RESTRICTED 5,000
    MISSOURI HISTORICAL SOCIETY
    PO BOX 775460
    ST LOUIS,MO631775460     		NONE PC NOT RESTRICTED 2,500
    MISSOURI VETERANS ENDEAVOR
    8410 ENGLER PARK COURT
    ST LOUIS,MO631144131     		NONE PC NOT RESTRICTED 1,000
    MISSOURI WATER POLO
    32 LAKE MILL LANE
    CHESTERFIELD,MO63107     		NONE PC NOT RESTRICTED 1,000
    NORTH SIDE COMMUNITY SCHOOL
    3033 NORTH EUCLID AVENUE
    ST LOUIS,MO631151632     		NONE PC NOT RESTRICTE 1,000
    PATRIOT TRAINING FOUNDATION
    2111 BONROYAL DRIVE
    ST LOUIS,MO631311903     		NONE PC NOT RESTRICTED 2,500
    PRINCETON UNIVERSITY
    PO BOX 5357
    PRINCETON,NJ085435357     		NONE PC NOT RESTRICTED 1,200
    RANKEN TECHNICAL COLLEGE
    4431 FINNEY AVENUE
    ST LOUIS,MO631132811     		NONE PC NOT RESTRICTED 2,000
    SAFER WATERS IN MEMORY - OF NICHOLAS (SWIM ON FOUNDATION)
    7 FORDYCE LANE
    ST LOUIS,MO631241354     		NONE PC NOT RESTRICTED 1,500
    SAINT LOUIS POLICE FOUNDATION
    9761 CLAYTON ROAD
    ST LOUIS,MO631241503     		NONE PC NOT RESTRICTED 5,000
    SAINT LOUIS SPORTS FOUNDATION
    308 N 21ST ST STE 500
    ST LOUIS,MO631031649     		NONE PC NOT RESTRICTED 1,000
    SAINT PETER'S EPISCOPAL CHURCH
    110 NORTH WARSON ROAD
    ST LOUIS,MO631241327     		NONE PC NOT RESTRICTED 2,000
    SOUTHERN UNIVERSITY SYSTEM FOUNDATION
    PO BOX 9562
    BATON ROUGE,LA708139562     		NONE PC NOT RESTRICTED 500
    SPECIAL OLYMPICS MISSOUI
    2945 BRENTWOOD BLVD
    ST LOUIS,MO631442713     		NONE PC NOT RESTRICTED 1,000
    SPONDYLITIS ASSOCIATION OF AMERICA
    16360 ROSCOE BLVD STE 100
    VAN NUYS,CA914061206     		NONE PC NOT RESTRICTED 3,000
    ST JAMES EPISCOPAL DAY SCHOOL
    445 CONVENTION STREET
    BATON ROUGE,LA708025695     		NONE PC NOT RESTRICTED 2,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN381051905     		NONE PC NOT RESTRICTED 10,500
    ST LUKE'S HOSPITAL
    232 S WOODS MILL ROAD
    CHESTERFIELD,MO63017     		NONE PC NOT RESTRICTED 1,000
    STRAY RESCUE OF ST LOUIS
    2320 PINE STREE
    ST LOUIS,MO631032219     		NONE PC NOT RESTRICTD 500
    SUNSHINE MINISTRIES
    PO BOX 66880
    ST LOUIS,MO631666880     		NONE PC NOT RESTRICTED 750
    SWEET BRIAR COLLEGE
    PO BOX 1057
    SWEET BRIAR,VA245951057     		NONE PC NOT RESTRICTED 1,000
    TEACH FOR AMERICA - SOUTH LOUISIANA
    PO BOX 65148
    BATON ROUGE,LA708026171     		NONE PC NOT RESTRICTED 5,000
    TENTH MOUNTAIN DIVISION HUT ASSOCIATION INC
    1280 UTE AVENUE SUITE 21
    ASPEN,CO816112259     		NONE PC NOT RESTRICTED 1,000
    TEXAS MILITARY INSTITUTE
    20955 WEST TEJAS TRAIL
    SAN ANTONIO,TX782571603     		NONE PC NOT RESTRICTED 250
    THE CHURCH OF ST MICHAEL & ST GEORGE
    6345 WYDOWN
    ST LOUIS,MO631052292     		NONE PC NOT RESTRICTED 500
    THE COLLEGE SCHOOL
    7825 BIG BEND BLVD
    WEBSTER GROVE,MO631192701     		NONE PC NOT RESTRICTED 500
    THE COLORADO TRAIL FOUNDATION
    710 10TH ST STE 210
    GOLDEN,CO804010728     		NONE PC NOT RESTRICTED 500
    THE LIFE OF A SINGLE MOM
    12015 JUSTICE AVE
    BATON ROUGE,LA708165327     		NONE PC NOT RESTRICTED 1,200
    THE REGIONAL BUSINESS COUNCIL
    7701 FORSYTH BLVD STE 205
    ST LOUIS,MO631052292     		NONE PC NOT RESTRICTED 14,500
    THE TOWER GROVE PARK
    4256 MAGNOLIA AVENUE
    ST LOUIS,MO631103569     		NONE PC NOT RESTRICTED 66,500
    THE WOMAN'S EXCHANGE OF ST LOUIS
    8811A LADUE ROAD
    ST LOUIS,MO631242084     		NONE PC NOT RESTRICTED 2,500
    THRIVE ACADEMY
    2585 BRIGHTSIDE DRIVE
    BATON ROUGE,LA708203504     		NONE PC NOT RESTRICTED 3,200
    TIGERS UNLIMITED FOUNDATION
    317 SOUTH COLLEGE STREET
    AUBURN,AL368495153     		NONE PC NOT RESTRICTED 5,000
    TOTAL COURAGE
    5923 KINGSTON PIKE SUITE 6-322
    KNOXVILLE,TN379196344     		NONE PC NOT RESTRICTED 1,000
    UNITED NEGRO COLLEGE FUND INC
    105 W ADAMS ST STE 2400
    CHICAGO,IL606036232     		NONE PC NOT RESTRICTED 1,000
    UNITED WAY OF GREATER ST LOUIS
    910 NORTH 11TH STREET
    ST LOUIS,MO631011018     		NONE PC NOT RESTRICTED 87,000
    UNITED WAY OF SOUTHERN KENTUCKY
    1110 COLLEGE ST PO BOX 3330
    BOWLING GREEN,KY421023330     		NONE PC NOT RESTRICTED 5,000
    UNIVERSITY CITY CHILDREN'S CENTER
    6646 VERNON AVENUE
    ST LOUIS,MO631214400     		NONE PC NOT RESTRICTED 1,000
    UNIVERSITY OF KENTUCKY
    16 FUNKHOUSER BLDG
    LEXINGTON,KY405060054     		NONE PC NOT RESTRICTED 10,000
    UNIVERSITY OF MISSOURI - ST LOUIS
    440 WOODS HALL 1 UNIVERSITY BLVD
    ST LOUIS,MO631214400     		NONE PC NOT RESTRICTED 10,000
    UNIVERSITY OF THE SOUTH
    735 UNIVERSITY AVENUE
    SWEANEE,TN373831000     		NONE PC NOT RESTRICTED 3,500
    USO OF MISSOURI INC
    10701 LAMBERT INTL BLVD PO BOX
    10367
    ST LOUIS,MO631450367     		NONE PC NOT RESTRICTED 1,000
    VAIL VALLEY FOUNDATION
    PO BOX 6550
    AVON,CO816206550     		NONE PC NOT RESTRICTED 2,000
    VAIL VETERANS FOUNDATION
    PO BOX 6473
    VAIL,CO816586473     		NONE PC NOT RESTRICTED 500
    VEILED PROPHET FOUNDATION
    301 PROSPECT AVE
    ST LOUIS,MO631101215     		NONE PC NOT RESTRICTED 2,500
    VP FAIR FOUNDATION
    301 PROSPECT AVENUE
    ST LOUIS,MO631101215     		NONE PC NOT RESTRICTED 6,000
    WARREN COUNTY PUBLIC SCHOOLS FOUNDATION
    1705 ASHLEY CIRCLE
    BOWLING GREEN,KY421045805     		NONE PC NOT RESTRICTED 10,000
    WASHINGTON UNIVERSITY IN ST LOUIS
    CAMPUS BOX 1082 BROOKINGS DR
    ST LOUIS,MO631304899     		NONE PC NOT RESTRICTED 11,000
    WESTERN KENTUCKY UNIVERSITY
    292 ALUMNI AVENUE
    BOWLING GREEN,KY421013416     		NONE PC NOT RESTRICTED 5,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    TOPEKA,KS666758516     		NONE PC NOT RESTRICTED 1,000
    YELLOW RIBBON FUND INC
    PO BOX 41048
    BETHESDA,MD208241048     		NONE PC NOT RESTRICTED 1,000
    Total .................................bullet 3a 582,671
    bApproved for future payment
    FOREST PARK FOREVER
    5595 GRAND DRIVE IN FOREST PARK
    ST LOUIS,MO631121095     		NONE PC NOT RESTRICTED 14,412
    Total .................................bullet 3b 14,412
    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 41,340  
    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 ............     		    18 337,774  
    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) .. 0 532,571 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    532,571
    (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:
    STUPP BROS BRIDGE & IRON CO FOUNDATION
    EIN:
    23-7412437
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,250 0   0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    STUPP BROS BRIDGE & IRON CO FOUNDATION
    EIN:
    23-7412437
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABS PE 397,427 397,427
    PARTNERS GROUP PE 597,422 597,422
    AEW CORE PROPERTY 602,025 602,025

    TY 2021 InvestmentsOtherSchedule2
    Name:
    STUPP BROS BRIDGE & IRON CO FOUNDATION
    EIN:
    23-7412437
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 6,930,510 6,930,510

    TY 2021 OtherAssetsSchedule
    Name:
    STUPP BROS BRIDGE & IRON CO FOUNDATION
    EIN:
    23-7412437
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FEDERAL EXCISE TAX RECEIVABLE 0 4,168 4,168


    TY 2021 OtherDecreasesSchedule
    Name:
    STUPP BROS BRIDGE & IRON CO FOUNDATION
    EIN:
    23-7412437
    Description Amount
    NET UNREALIZED LOSS ON MARKETABLE SECURITIES 2,079,332


    TY 2021 OtherExpensesSchedule
    Name:
    STUPP BROS BRIDGE & IRON CO FOUNDATION
    EIN:
    23-7412437
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT SERVICES 41,051 41,051   0
    MISCELLANEOUS 1,655 0   0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    STUPP BROS BRIDGE & IRON CO FOUNDATION
    EIN:
    23-7412437
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL EXCISE TAX PAYABLE 18,789 0


    TY 2021 TaxesSchedule
    Name:
    STUPP BROS BRIDGE & IRON CO FOUNDATION
    EIN:
    23-7412437
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 6,832 0   0