Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Sidener Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1829 Borman Circle Drive
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
St Louis, MO631464136
A Employer identification number

51-0189216
B Telephone number (see instructions)

(314) 991-0730
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,572,572J 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 right arrow.............
3 Interest on savings and temporary cash investments 12,278 12,278  
4 Dividends and interest from securities... 74,662 74,662  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,096
b Gross sales price for all assets on line 6a 386,214
7 Capital gain net income (from Part IV, line 2)... 19,096
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........ 106,036 106,036  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
List of Attached Documents:
// Content
5,340 5,340    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
11,467 11,467    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,561 1,561    
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
List of Attached Documents:
// Content
180 180    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,548 18,548   0
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 118,548 18,548   100,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -12,512
b Net investment income (if negative, enter -0-) 87,488
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 482,170 473,992 471,880
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 1,733,117 Click to see attachment
List of Attached Documents:
// Content
1,728,783 		2,100,692
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,215,287 2,202,775 2,572,572
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,215,287 2,202,775
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 2,215,287 2,202,775
30 Total liabilities and net assets/fund balances (see instructions). 2,215,287 2,202,775
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
2,215,287
2
Enter amount from Part I, line 27a .....................
2
-12,512
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,202,775
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,202,775
Form 990-PF (2023)
Form 990-PF (2023)
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 Evergreen Bank P 2022-06-08 2023-09-25
b AES Corporation P 2023-09-25 2023-10-18
c ATT P 2023-04-05 2023-07-19
d Abbott Labs P 2023-09-25 2023-10-31
e Altria Group P 2022-10-18 2023-08-07
American Electric Power P 2023-01-30 2023-10-31
BAE Systems P 2022-12-19 2023-10-31
BCE Incorporated P 2022-11-01 2023-10-31
BP PLC P 2023-04-14 2023-10-31
Baxter International P 2022-12-08 2023-10-12
Bristol Myers Squibb P 2023-05-16 2023-10-31
British American Tobacco P 2023-08-22 2023-10-31
CME Group P 2022-02-08 2023-02-07
Carrier Global Corp P 2023-08-07 2023-10-31
Crown Castle Inc P 2022-12-02 2023-09-25
Danone Spons ADR P 2022-02-08 2023-02-07
Digital Realty P 2022-06-13 2023-03-30
Duke Energy P 2023-05-08 2023-10-31
Dun Bradstreet P 2023-04-18 2023-10-31
Engie SA Spons ADR P 2022-05-31 2023-02-08
Equitrans Midstream Corp P 2022-02-08 2023-02-07
Fidelity National Info Svcs P 2022-08-19 2023-03-23
Imperial Brands P 2023-10-26 2023-10-31
JP Morgan Chase P 2022-08-15 2023-03-08
KB Financial Group P 2023-08-09 2023-10-31
Kering SA Unspons ADR P 2023-08-16 2023-10-31
Keurig Dr Pepper Inc P 2023-07-18 2023-10-18
Keycorp P 2022-08-15 2023-06-28
Kimberly Clark P 2022-12-02 2023-10-18
Kroger Company P 2022-11-18 2023-10-18
LVMH Moet Hennessy P 2023-07-27 2023-12-13
Longfor Group P 2022-12-16 2023-10-31
Macquarie Group P 2022-05-31 2023-02-03
Morgan Stanley P 2022-12-16 2023-10-31
Nippon Teleg Tel Corp P 2023-05-31 2023-10-31
PNC Financial P 2023-01-09 2023-05-08
Paychex Inc P 2023-07-14 2023-10-31
Pfizer P 2022-11-01 2023-04-06
Primo Water Corp P 2023-08-31 2023-10-18
Relx PLC Spons ADR P 2022-02-08 2023-02-07
Sanofi Spons ADR P 2023-01-09 2023-10-17
SAP SE Spons ADR P 2023-08-22 2023-10-31
Singapore Telecommunications P 2022-12-19 2023-10-31
Store Cap Corp P 2022-05-10 2023-02-03
Taiwan Semiconductor P 2022-02-08 2023-02-07
TC Energy Corp P 2022-12-02 2023-10-31
Truist Financial Corp P 2023-03-08 2023-08-01
US Bancorp P 2022-12-02 2023-10-18
Unilever PLC P 2023-04-05 2023-11-17
United Overseas Bk P 2023-02-03 2023-10-31
United Parcel Service P 2023-02-06 2023-10-18
United Health Group P 2022-10-10 2023-05-16
Verizon Communications P 2022-05-25 2023-05-08
Vodafone Group P 2022-05-25 2023-01-09
Walgreens Boots Alliance P 2023-04-05 2023-09-01
Amcor PLC P 2022-08-15 2023-05-08
Broadbridge Financial P 2023-06-16 2023-10-31
AIA Group P 2021-02-22 2023-10-31
ATT P 2011-11-03 2023-07-19
Abbvie Inc P 2019-09-05 2023-10-31
Advance Auto Parts P 2021-06-01 2023-06-02
Airbus SE Unspons ADR P 2021-09-28 2023-10-31
Altria Group P 2020-12-31 2023-09-25
Amgen Inc P 2022-08-15 2023-11-17
Anheuser Busch P 2021-02-19 2023-08-22
Asahi Kasei Corp P 2021-02-24 2023-10-31
Astrazeneca PLC P 2021-02-19 2023-10-31
Black Hills Corp P 2020-07-14 2023-11-02
British American Tobacco P 2017-07-24 2023-05-12
Broadcom Inc P 2021-02-22 2023-06-16
CME Group P 2021-12-08 2023-10-31
CMS Energy Corp P 2021-03-19 2023-10-31
CNA Financial P 2015-02-25 2023-10-18
CSG Systems Intl P 2020-03-18 2023-10-31
Carlsberg AS Spons ADR P 2021-02-23 2023-10-31
Centerpoint Energy P 2022-06-13 2023-10-31
China Merchants Bk P 2021-02-19 2023-07-27
Cisco Systems P 2020-03-13 2023-10-18
Clorox Company P 2022-02-18 2023-05-08
Comcast Corp P 2021-02-26 2023-10-18
Compagnie Financiere P 2021-02-18 2023-02-02
Conagra Brands P 2022-01-19 2023-05-08
Corning Inc P 2019-10-08 2023-10-18
Crown Castle Inc P 2021-10-05 2023-12-14
DBS Group P 2021-02-24 2023-10-31
DNB ASA Spons ADR P 2021-03-19 2023-10-31
Danone Spons A P 2021-02-19 2023-10-31
Digital Realty P 2021-02-23 2023-04-05
Dow Inc P 2020-10-30 2023-10-31
EOG Resources P 2021-03-03 2023-08-07
East West Bancorp P 2021-02-25 2023-10-31
Edison Intl P 2022-10-18 2023-10-31
Enbridge Inc P 2022-03-11 2023-10-31
Engie SA Spons ADR P 2022-05-31 2023-10-31
Equitrans Midstream Corp P 2021-02-23 2023-10-31
Fidelity Natl Info Svcs P 2021-11-15 2023-05-09
Fidelity National Financial P 2019-04-05 2023-10-18
Galaxy Entertainment P 2022-08-12 2023-10-31
Gaming Leisure Properties P 2021-02-25 2023-12-13
General Mills P 2022-10-18 2023-10-31
Genuine Parts P 2021-01-26 2023-10-31
Gilead Sciences P 2020-08-25 2023-06-16
Grupo Aeropuerto P 2022-02-18 2023-10-31
Hitachi Limited P 2021-07-13 2023-11-28
Hong Kong Exchanges P 2021-02-25 2023-10-31
Iberdrola SA Spons ADR P 2021-02-19 2023-10-31
Industria De Diseno P 2021-02-18 2023-10-31
Interpublic Group P 2017-07-18 2023-10-31
Intesa Sanpaola Spons ADR P 2021-03-19 2023-10-31
JP Morgan Chase P 2020-05-26 2023-10-31
Keycorp P 2022-05-25 2023-07-14
Eli Lilly P 2021-02-23 2023-11-07
Lockheed Martin P 2021-11-08 2023-04-18
MT Bank Corp P 2021-05-11 2023-05-09
MDC Holdings P 2022-09-09 2023-09-22
Merck Company P 2020-05-13 2023-12-19
Microsoft P 2012-12-28 2023-05-16
Micron Technology P 2022-07-08 2023-10-18
Nestles P 2021-06-30 2023-10-31
Netapp Inc P 2021-02-18 2023-08-09
Norfolk Southern P 2021-02-18 2023-08-07
Oracle Corp P 2021-12-16 2023-10-18
PPL Corp P 2011-11-03 2023-10-31
Pepsico Inc P 2011-11-03 2023-10-31
Philip Morris P 2022-08-15 2023-10-31
Ping An Ins Group P 2021-02-22 2023-10-31
Pioneer Natural Resources P 2022-03-22 2023-10-26
Premier Inc P 2020-08-17 2023-10-03
Progressive Corp P 2021-08-16 2023-10-18
Qualcomm Corp P 2021-02-24 2023-09-01
RTX Corp P 2022-02-08 2023-10-31
Realty Income Corp P 2021-08-31 2023-10-31
Relx PLC Spons ADR P 2021-06-21 2023-10-31
Koninklijke KPN Spons ADR P 2021-02-18 2023-10-31
Schlumberger Ltd P 2021-03-19 2023-10-31
Smucker J M P 2021-04-13 2023-10-18
Sociedad Quimica P 2022-07-12 2023-09-25
Southern Company P 2020-04-23 2023-06-16
Starbucks P 2022-08-01 2023-10-31
Sysco Corp P 2021-08-23 2023-10-18
Taiwan Semiconductor P 2021-03-01 2023-10-31
Target Corp P 2022-08-18 2023-10-31
Texas Instruments P 2022-02-08 2023-10-31
Tokyo Electronics P 2022-02-08 2023-06-16
Total Energies Spons ADR P 2022-01-19 2023-10-31
Trinity Industries P 2021-02-26 2023-10-31
Truist Finnacial P 2021-08-11 2023-11-28
Unilever PLC Spons ADR P 2020-04-17 2023-12-13
Verizon Communications P 2020-03-10 2023-10-31
Vici Properties P 2021-02-24 2023-10-31
Vistra Corp P 2022-03-01 2023-11-14
Vodafone Group P 2016-01-11 2023-03-08
WPP PLC New ADR P 2021-08-13 2023-10-31
Walgreens Boots Alliance P 2018-04-24 2023-09-11
Watsco Inc P 2022-07-28 2023-12-14
Webster Financial P 2021-10-11 2023-10-31
Williams Companies P 2022-06-14 2023-10-31
Yum Brands P 2022-04-20 2023-10-31
Zurich Insurance P 2021-02-19 2023-10-31
Axis Capital Holdings P 2016-11-29 2023-10-18
Willis Towers Watson PLC P 2021-11-19 2023-11-29
(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 150,000   150,000  
b 346   405 -59
c 1,581   2,163 -582
d 94   98 -4
e 970   984 -14
75   94 -19
54   42 12
75   91 -16
219   242 -23
1,823   2,765 -942
2,970   3,804 -834
89   97 -8
560   696 -136
95   116 -21
4,890   6,146 -1,256
65   76 -11
652   894 -242
88   98 -10
26   34 -8
98   94 4
34   36 -2
309   600 -291
43   43  
3,638   3,175 463
38   39 -1
162   221 -59
58   63 -5
1,119   2,187 -1,068
371   414 -43
133   145 -12
1,745   1,978 -233
29   67 -38
1,480   1,488 -8
211   260 -49
265   278 -13
117   166 -49
220   240 -20
1,122   1,290 -168
13   15 -2
146   154 -8
1,344   1,330 14
134   139 -5
139   154 -15
1,996   1,582 414
285   368 -83
282   347 -65
1,227   1,672 -445
235   319 -84
1,942   2,133 -191
158   183 -25
309   378 -69
481   497 -16
2,318   2,823 -505
948   1,468 -520
734   1,118 -384
21   26 -5
170   161 9
278   415 -137
1,465   2,272 -807
1,589   672 917
1,620   4,709 -3,089
99   100 -1
2,345   1,792 553
3,822   3,104 718
1,233   1,425 -192
172   310 -138
2,434   1,872 562
3,225   3,463 -238
5,289   7,896 -2,607
6,599   4,340 2,259
2,092   2,542 -450
216   231 -15
41   42 -1
47   42 5
361   495 -134
350   377 -27
1,558   2,829 -1,271
5,266   4,174 1,092
6,371   5,895 476
220   265 -45
2,141   1,358 783
75   71 4
332   330 2
3,414   5,250 -1,836
96   80 16
90   115 -25
179   208 -29
4,316   6,265 -1,949
145   151 -6
3,359   1,959 1,400
213   310 -97
252   230 22
231   267 -36
206   176 30
166   152 14
1,648   3,236 -1,588
511   495 16
169   182 -13
3,872   3,645 227
195   234 -39
127   101 26
9,006   6,945 2,061
113   155 -42
665   619 46
105   196 -91
267   308 -41
3,329   2,806 523
28   25 3
543   568 -25
2,544   1,755 789
1,586   2,971 -1,385
3,397   1,256 2,141
504   342 162
1,879   2,516 -637
576   440 136
7,344   4,953 2,391
1,252   447 805
1,770   1,532 238
324   374 -50
1,622   1,428 194
1,788   2,003 -215
4,436   3,876 560
49   56 -7
162   63 99
357   404 -47
112   271 -159
2,587   2,765 -178
2,128   3,490 -1,362
2,494   1,650 844
2,065   2,615 -550
317   377 -60
46   70 -24
209   163 46
437   459 -22
331   188 143
115   131 -16
790   1,153 -363
1,226   956 270
277   255 22
65   78 -13
1,497   2,317 -820
109   173 -64
140   172 -32
3,533   3,583 -50
599   528 71
187   289 -102
3,267   5,746 -2,479
3,510   3,751 -241
4,099   6,625 -2,526
633   589 44
1,841   1,141 700
5,268   9,880 -4,612
215   379 -164
3,000   7,322 -4,322
2,391   1,511 880
188   286 -98
282   263 19
239   252 -13
143   126 17
236   257 -21
716   696 20
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        
b       -59
c       -582
d       -4
e       -14
      -19
      12
      -16
      -23
      -942
      -834
      -8
      -136
      -21
      -1,256
      -11
      -242
      -10
      -8
      4
      -2
      -291
       
      463
      -1
      -59
      -5
      -1,068
      -43
      -12
      -233
      -38
      -8
      -49
      -13
      -49
      -20
      -168
      -2
      -8
      14
      -5
      -15
      414
      -83
      -65
      -445
      -84
      -191
      -25
      -69
      -16
      -505
      -520
      -384
      -5
      9
      -137
      -807
      917
      -3,089
      -1
      553
      718
      -192
      -138
      562
      -238
      -2,607
      2,259
      -450
      -15
      -1
      5
      -134
      -27
      -1,271
      1,092
      476
      -45
      783
      4
      2
      -1,836
      16
      -25
      -29
      -1,949
      -6
      1,400
      -97
      22
      -36
      30
      14
      -1,588
      16
      -13
      227
      -39
      26
      2,061
      -42
      46
      -91
      -41
      523
      3
      -25
      789
      -1,385
      2,141
      162
      -637
      136
      2,391
      805
      238
      -50
      194
      -215
      560
      -7
      99
      -47
      -159
      -178
      -1,362
      844
      -550
      -60
      -24
      46
      -22
      143
      -16
      -363
      270
      22
      -13
      -820
      -64
      -32
      -50
      71
      -102
      -2,479
      -241
      -2,526
      44
      700
      -4,612
      -164
      -4,322
      880
      -98
      19
      -13
      17
      -21
      20
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 19,096
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 -7,750
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 right arrow 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) 1 1,216
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  
3 Add lines 1 and 2........................... 3 1,216
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,216
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,180
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 2180 7 2,180
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 964
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow964 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMO
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrow   Telephone no.right arrow (314) 991-0730

Located atright arrow1829 Borman Circle DriveSt LouisMO ZIP+4right arrow63146
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Roger Shannon President
005.00 		0    
1504 Red Briar
High Ridge,MO63049
LE Sidener II Secretary
005.00 		0    
20 Brookwood Rd
St Louis,MO63131
Jill Gray Treasurer
005.00 		0    
18201 Wild Horse Manor Ct
Glencoe,MO63038
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow  
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 N/A 0
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
2,407,176
b
Average of monthly cash balances.......................
1b
106,411
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,513,587
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,513,587
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,704
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,475,883
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
123,794
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
123,794
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,216
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,216
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
122,578
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
122,578
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
122,578
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
100,000
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
100,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 122,578
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,975
b From 2019...... 19,927
c From 2020...... 40,740
d From 2021...... 18,095
e From 2022......  
f Total of lines 3a through e ........ 80,737
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 100,000
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 100,000
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023. 22,578 22,578
(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 58,159
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		58,159
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 40,064
c Excess from 2021.... 18,095
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
None
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.
None
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Jill Gray
PO Box 28568
St Louis,MO63146
(314) 991-0730
bThe form in which applications should be submitted and information and materials they should include:
Letter of inquiry. Include copy of IRS Determination Letter.
cAny submission deadlines:
November 1 to November 30
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Preference is given to St. Louis area charities.
Form 990-PF (2023)
Form 990-PF (2023)
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

Central Institute for the Deaf

825 S Taylor Ave
St Louis,MO63110 		    Charitable 3,000

Circle of Concern

112 St Louis Ave
Valley Park,MO63088 		    Charitable 10,000

Feed My People

171 Kingston Drive
St Louis,MO63125 		    Charitable 15,000

Food Outreach

3117 Olive Street
St Louis,MO63103 		    Charitable 3,000

Loaves & Fishes for St Louis

2750 McKelvey Rd
Maryland Heights,MO63043 		    Charitable 15,000

Mercy Hospice

615 South New Ballas Road
St Louis,MO63141 		    Charitable 2,000

Operation Food Search

1644 Lotsie Boulevard
St Louis,MO63132 		    Charitable 15,000

Provident

2650 Olive Street
St Louis,MO63103 		    Charitable 7,000

St Louis Area Food Bank

70 Corporate Wood Dr
Bridgeton,MO63044 		    Charitable 15,000

The Food Bank for Central and NE Missouri

2101 Vandiver Dr
Columbia,MO65202 		    Charitable 15,000
Total .................................right arrow 3a 100,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 12,278  
4 Dividends and interest from securities ....     14 74,662  
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 19,096  
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) ..   106,036  
13Total. Add line 12, columns (b), (d), and (e)..................
13
106,036
(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.)
1 N/A
Form 990-PF (2023)
Form 990-PF (2023)
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
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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.
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Form 990-PF (2023)
Additional Data


Software ID: 23017659
Software Version: 23.1.0.0
Part VI Line 7 - Tax Paid with the Original Return: 2,180


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Sidener Foundation
EIN:
51-0189216
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Steven J Laux CPA 5,340 5,340    

TY 2023 InvestmentsCorpStockSchedule
Name:
Sidener Foundation
EIN:
51-0189216
Software ID:
23017659
Software Version:
23.1.0.0
Name of Stock End of Year Book Value End of Year Fair Market Value
2799 shares of Capital World Growth Income Fund 87,309 168,303
7387 shares of Washington Mutual Investors Fund 240,675 422,530
2097 shares of EuroPacific Growth Fund 91,049 114,708
4233 shares of Growth Fund of America 202,800 267,342
3 shares of Vistra Energy Corp 15,058 116
372 shares of ATT 7,387 6,242
67 shares of Astrazeneca PLC 2,761 4,512
204 shares of BCE Incorporated 8,261 8,034
27 shares of Chevron 4,235 4,027
65 shares of Coca Cola 3,853 3,830
146 shares of Dominion Energy Inc 9,043 6,862
130 shares of Duke Energy 9,878 12,615
100 shares of Kimberly Clark 9,779 12,151
141 shares of National Grid PLC 8,084 9,587
135 shares of PPL Corporation 3,641 3,659
24 shares of Pepsico 1,502 4,076
170 shares of Philip Morris 13,209 15,994
106 shares of Southern Company 5,178 7,433
227 shares of Totalenergies SE Sponsored ADS 10,934 15,295
218 shares of Unilever PLC 8,886 10,569
274 shares of Verizon Communications 10,452 10,330
77 shares of American Electric Power 5,867 6,254
24 shares of Merck Company 1,013 2,616
77 shares of Abbvie Incorporated 5,344 11,933
36 shares of BAE Systems PLC 1,506 2,039
247 shares of British American TOB PLC Spon ADR 8,552 7,235
228 shares of Corning Incorporated 4,257 6,943
25 shares of Dow Incorporated 1,072 1,371
35 shares of General Mills 2,155 2,280
4 shares of Lockheed Martin 1,367 1,813
41 shares of Nestles SA Sponsored ADR 4,059 4,750
100 shares of PNC Financial Services 13,447 15,485
37 shares of Qualcomm Incorporated 2,841 5,351
38 shares of Target Corporation 2,925 5,412
321 shares of US Bancorp 13,892 13,893
78 shares of United Parcel Service 9,980 12,264
46 shares of CNA Financial Corporation 1,537 1,946
314 shares of Pfizer Incorporated 11,872 9,040
111 shares of Singapore Telecommunications Ltd 2,136 2,078
80 shares of Tawain Semiconductor Mfg 6,090 8,320
31 shares of Texas Instruments Incorporated 4,035 5,284
43 shares of Amgen Incorporated 9,109 12,385
72 shares of Cisco Systems Inc 2,040 3,637
71 shares of Axis Capital Holdings Limited 3,976 3,931
92 shares of Lyondellbasell Industries NV 8,222 8,747
86 shares of Crown Castle Intl Corp REIT 10,611 7,833
102 shares of Canadian Imperial Bank Comm 4,038 4,910
105 shares of Interpublic Group Companies 2,330 3,427
11 shares of Broadcom Incorporated 4,083 12,279
35 shares of CSG Systems International Inc 1,431 1,862
205 shares of Comcast Corporation 7,722 8,989
487 shares of Huntington Bancshares Inc 6,611 6,195
461 shares of Kinder Morgan Inc 6,863 8,132
526 shares of AES Corporation 9,370 10,126
155 shares of Bristol Myers Squibb Company 9,551 7,953
252 shares of Enbridge Incorporated 9,115 9,077
63 shares of Fidelity National Financial IN FNF Group 2,089 3,214
55 shares of Gilead Sciences Incorporated 3,377 4,456
6 shares of KLA Corporation 882 3,488
252 shares of TC Energy Corporation 11,434 9,851
197 shares of Truist Financial Corporation 7,143 7,273
10 shares of Watsco Incorporated 2,317 4,285
507 shares of Williams Companies Incorporated 12,813 17,659
218 shares of Danone Sponsored ADR 2,890 2,826
8 shares of Genuine Parts Company 502 1,108
55 shares of Idacorp Incorporated 4,965 5,408
16 shares of JP Morgan Chase Company 1,821 2,722
92 shares of Oracle Corporation 5,149 9,700
54 shares of Premier Incorporated Class A 1,736 1,207
56 shares of Medtronic PLC SHS 4,532 4,613
25 shares of Chubb Limited 2,995 5,650
34 shares of American Tower Corporation New REIT 7,194 7,340
19888 shares of John Hancock Floating Rate Fd Class A 188,213 152,543
15619 shares of Mainstay Floating Rate Fund Class A 149,549 138,701
3829 shares of Guggenheim Floating Rate Fd Class A 100,491 94,119
78 shares of AIA Group Ltd Sponsored ADR 3,970 2,719
108 shares of Airbus SE Unsponsored ADR 3,642 4,169
95 shares of Asahi Kasei Corporation Unspons ADR 2,062 1,400
21 shares of CME Group Incorporated 3,974 4,423
33 shares of CMS Energy Corporation 1,869 1,916
120 shares of Carlsberg AS Sponsored Adr 3,942 3,012
118 shares of Conagra Brands Incorporated 4,117 3,382
26 shares of DBS Group Holdings Ltd Sponsored ADR 2,079 2,634
39 shares of DNB Bank ASA Sponsored 856 829
45 shares of ENN Energy Holdings Ltd Unspons ADR 2,759 1,325
25 shares of East West Bancorp Incorporated 1,835 1,799
222 shares of Equitrans Midstream Corporation 1,607 2,260
18 shares of Hitachi Limited ADR 2 Com 2,227 2,597
14 shares of Honeywell International Incorporated 2,731 2,936
42 shares of Hong Komg Exchanges Clearing Unspon 2,745 1,441
44 shares of Iberdrola SA Sponsored ADR 2,253 2,308
207 shares of Industria DE Diseno Textile Ind Unspons 2,884 4,508
85 shares of Intesa Sanpaolo SPA Spons ADR 1,419 1,489
72 shares of Kering SA Unsponsored ADR 5,026 3,173
8 shares of Lilly Eli Company 1,552 4,663
95 shares of Longfor Group Holdings Ltd Unspons ADR 4,274 1,521
11 shares of MT Bank Corporation 1,657 1,508
10 shares of Norfolk Southern Corporation 2,188 2,364
48 shares of Paychex Incorporated 5,267 5,717
79 shares of Ping An Ins Group Company China Ltd 1,912 715
49 shares of Progressive Corporation 4,763 7,805
55 shares of RTX Corporation 4,327 4,628
96 shares of Relx Sponsored ADR 2,476 3,807
872 shares of Koninklijke KPN NV Spons ADR 3,055 3,003
51 shares of Schlumberger Limited Com Stock 1,681 2,654
19 shares of Smucker J M Company 2,452 2,401
55 shares of Sysco Corporation 4,210 4,022
119 shares of Trinity Industries Incorporated 3,727 3,164
8 shares of United Health Group Incorporated 3,422 4,212
233 shares of Vale SA Sponsored ADS 3,863 3,695
238 shares of Vistra Corporation 4,860 9,168
41 shares of WPP PLC New ADR 2,790 1,950
43 shares of Webster Financial Corporation 2,016 2,183
41 shares of Zurich Insurance Group AG Spons ADR 1,722 2,141
9 shares of Willis Towers Watson PLC Limited 2,042 2,171
10 shares of Equinix Incorporated REIT 7,058 8,054
55 shares of Realty Income Corporation REIT 3,689 3,158
193 shares of Vici Properties Incorporated REIT 5,393 6,153
16 shares of SPDR SP 500 ETF 6,508 7,605
128 shares of BP PLC Sponsored ADR 4,441 4,531
4 shares of Cable One Incorporated 2,920 2,226
195 shares of Centerpoint Energy Incorporated 5,525 5,571
126 shares of Cogent Communications Holdings 7,088 9,584
254 shares of Engie SA Sponsored ADR 3,133 4,466
56 shares of Galaxy Entertainment Group Limited 1,699 1,569
10 shares of Grupo Aeropuerto Del Pacifico 1,538 1,752
72 shares of Kroger Company 3,343 3,291
29 shares of MDC Holdings Incorporated 894 1,602
60 shares of Micron Technology Incorporated 3,536 5,120
45 shares of Morgan Stanley Com New 4,165 4,196
31 shares of Starbucks Corporation 2,441 2,976
15 shares of Yum Brands Incorporated 1,890 1,960
428 shares of Amcor PLC Ord 5,070 4,126
32 shares of Edison International 1,839 2,288
159 shares of Nippon Teleg Tel Corporation Spons 4,798 4,858
4 shares of Northrup Grumman Corporation 1,891 1,873
23 shares of Broadbridge Financial Solutions Inc 3,701 4,732
51 shares of Carrier Global Corporation 2,929 2,930
67 shares of Delek US Holdings Inc New 1,831 1,729
22 shares of Dollar General Corporation New 3,645 2,991
284 shares of Dun Bradstreet Holdings Inc 3,203 3,323
53 shares of Entergy Corporation New 5,647 5,363
12 shares of Fedex Corporation 3,136 3,036
126 shares of Imperial Brands PLC Spons ADR UK 2,709 2,902
12 shares of Johnson Johnson 1,829 1,881
34 shares of KB Financial Group Inc Spons ADR SK 1,334 1,407
180 shares of Kenvue Incorporated 3,636 3,875
87 shares of Kuerig Dr Pepper Incorporated 2,732 2,899
47 shares of LKQ Corporation 2,343 2,246
14 shares of LVMH Moet Hennessy Lou Vuitton ADR 2,429 2,269
41 shares of Northwestern Energy Group Incorporated 2,100 2,086
130 shares of Primo Water Corporation Canada 1,890 1,957
83 shares of Sanofi Sponsored ADR 4,033 4,128
25 shares of SAP SE Spon ADR Germany 3,463 3,865
16 shares of Tractor Supple Company 3,665 3,440
149 shares of Unicredit SPA Unsponsored ADR Italy 1,968 2,022
52 shares of United Overseas BK Ltd Sponsored ADR 2,381 2,243
64 shares of Xcel Energy Incorporated 3,797 3,962
47 shares of Royalty Pharma PLC SHS Class A 1,298 1,320
25 shares of Abbott Labs 2,442 2,752
81 shares of London Stk Exchange Group Unspon 2,445 2,395

TY 2023 OtherExpensesSchedule
Name:
Sidener Foundation
EIN:
51-0189216
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank charges 180 180    


TY 2023 OtherProfessionalFeesSchedule
Name:
Sidener Foundation
EIN:
51-0189216
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Raymond James 11,467 11,467    


TY 2023 TaxesSchedule
Name:
Sidener Foundation
EIN:
51-0189216
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign tax 1,561 1,561