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
Clifford Willard Gaylord Foundation
Daniel A Graham
Number and street (or P.O. box number if mail is not delivered to street address)1021 Glenford Court
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
St Louis, MO63122
A Employer identification number

43-6027517
B Telephone number (see instructions)

(314) 503-0791
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$10,156,879J 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      
4 Dividends and interest from securities... 334,528 334,528  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 320,997
b Gross sales price for all assets on line 6a 1,938,730
7 Capital gain net income (from Part IV, line 2)... 320,997
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........ 655,525 655,525  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,085 3,417   13,668
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
7,144 7,144   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,200 2,200   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,300 6,592   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
List of Attached Documents:
// Content
603 603   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,332 19,956   13,668
25 Contributions, gifts, grants paid....... 485,250 485,250
26 Total expenses and disbursements. Add lines 24 and 25 528,582 19,956   498,918
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 126,943
b Net investment income (if negative, enter -0-) 635,569
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............. 16,274 123,025 123,025
2 Savings and temporary cash investments.........      
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) 600,820 Click to see attachment
List of Attached Documents:
// Content
598,235 		603,374
b Investments—corporate stock (attach schedule)....... 2,585,850 Click to see attachment
List of Attached Documents:
// Content
2,646,430 		3,891,389
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).......... 5,457,382 Click to see attachment
List of Attached Documents:
// Content
5,428,955 		5,539,091
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) 8,660,326 8,796,645 10,156,879
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 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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,660,326 8,796,645
29 Total net assets or fund balances (see instructions)..... 8,660,326 8,796,645
30 Total liabilities and net assets/fund balances (see instructions). 8,660,326 8,796,645
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
8,660,326
2
Enter amount from Part I, line 27a .....................
2
126,943
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,376
4
Add lines 1, 2, and 3 ..........................
4
8,796,645
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,796,645
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 EDWARD JONES ACCOUNT #186-11368-1-8 P   2023-12-31
b EDWARD JONES ACCOUNT #186-11368-1-8 P   2023-12-31
c EDWARD JONES ACCOUNT #186-11368-1-8 P   2023-12-31
d EDWARD JONES ACCOUNT #186-11030-1-6 P   2023-12-31
e EDWARD JONES ACCOUNT #186-11030-1-6 P   2023-12-31
(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 74,055   72,637 1,418
b 889,348   647,211 242,137
c 210,708   68,593 142,115
d 362,087   364,146 -2,059
e 402,532   465,146 -62,614
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,418
b       242,137
c       142,115
d       -2,059
e       -62,614
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 2 320,997
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 8,834
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 8,834
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 8,834
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 1,166
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,166 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
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 arrowWWW.CLIFFORDGAYLORDFOUNDATION.ORG
14
The books are in care ofright arrowCLIFFORD GAYLORD FOUNDATION Telephone no.right arrow (314) 503-0791

Located atright arrow1021 GLENFORD CTKIRKWOODMO ZIP+4right arrow63122
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
DAVID WHITE TRUSTEE
1.00 		3,417 0 0
1510 FRIAR LANE
KIRKWOOD,MO63122
JUDY MOSKOFF TRUSTEE
1.00 		3,417 0 0
22 ALGONQUIN WOODS PL
GLENDALE,MO63122
DANIEL A GRAHAM TRUSTEE
1.00 		3,417 0 0
121 GLENFORD CT
KIRKWOOD,MO63122
MICHAEL GIBBONS TRUSTEE
1.00 		3,417 0 0
651 PEARL AVENUE
KIRKWOOD,MO63122
JAMES K BERTHHOLD TRUSTEE
1.00 		3,417 0 0
20 ORCHARD LANE
KIRKWOOD,MO63122
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 0
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 arrow0
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.........................right arrow0
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
9,921,105
b
Average of monthly cash balances.......................
1b
98,143
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,019,248
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
10,019,248
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
150,289
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,868,959
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
493,448
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
493,448
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,834
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,834
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
484,614
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
484,614
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
484,614
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
498,918
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
498,918
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 7 484,614
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 479,454
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 498,918
a Applied to 2022, but not more than line 2a 479,454
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 2023 distributable amount..... 19,464
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		465,150
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CLIFFORD GAYLORD FOUNDATION
11007 MANCHESTER RD
KIRKWOOD,MO63122
(314) 503-0791
WWW.CLIFFORDGAYLORDFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
SUBMIT COVER LETTER SUMMARIZING THE APPLICATION WITH A COPY OF 501(C) TAX LETTER, FINANCIAL STATEMENT AND BOARD OF DIRECTORS.
cAny submission deadlines:
NOVEMBER 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

Boy Scouts of America StLouis Area Council

4568 West Pine Blvd
St Louis,MO63108 		None Public Charity Facilities maintenance & update 15,000

Boys Hope Girls Hope

8027 Elinor Avenue
Richmond Heights,MO63117 		None Public Charity Residential & Collegian Programs 3,000

Brightside Saint Louis

4646 Shenandoah Avenue
Saint Louis,MO63110 		None Public Charity General operating support 10,000

CASA of St Louis

105 S Central Avenue
St Louis,MO63105 		None Public Charity General Operating Support 6,000

CHADS Coalition for Mental Health

4121 Union Road Ste 224
St Louis,MO63129 		    School Outreach Program 2,000

Circle of Concern

112 St Louis Avenue
Valley Park,MO63088 		None Public Charity General Operating Support 10,000

Clares House

1606 Bardman Ct
High Ridge,MO63049 		None Public Charity Capital Campaign 2,000

Delta Gamma Center for Children with Visual Impairments

1750 S Big Bend Blvd
Richmond Heights,MO63117 		None Public Charity Early Intervention Services 5,000

Firm Foundation Tutoring Program

1142 Hodiamont Avenue
Saint Louis,MO63116 		None Public Charity General Operating Support 2,000

Food Outreach

3117 Olive Street
Saint Louis,MO63103 		None Public Charity Medically Tailored Meals & Groceries 5,000

Forest Park Forever

5595 Grand Drive in Forest Park
Saint Louis,MO63112 		None Public Charity General Operating Support 15,000

Forest Releaf of Missouri

4168 Juniata St Ste 1
Saint Louis,MO63116 		None Public Charity Operating Support 6,000

Frank Lloyd Wright House in Ebsworth Park

120 North Ballas Road
Saint Louis,MO63124 		None Public Charity General Operating Support 10,000

Gateway Region YMCA (KirkwoodWebster YMCA)

2815 Scott Avenue
St Louis,MO63122 		None Public Charity 2023 Annual Campaign 10,000

Girl Scouts of Eastern MO

2300 Ball Drive
Saint Louis,MO63146 		None Public Charity Girl Scout Robotics 15,000

Home Sweet Home

290 Hanley Industrial Court
St Louis,MO63144 		None Public Charity Operating Support 10,000

Horizons St Louis

PO Box 220274
Kirkwood,MO63122 		None Public Charity Summer Program Support 10,000

International Institute of St Louis

3401 Arsenal St
Saint Louis,MO63118 		None Public Charity Operating Support 5,000

Jazz Saint Louis

3536 Washington Ave
Saint Louis,MO63103 		None Public Charity Music Heals; Music Motor Therapy Program 4,000

Joe's Place

PO Box 434057
St Louis,MO63143 		None Public Charity Education & Youth Services 4,000

Kids In The Middle

2650 S Hanley Road Suite 150
St Louis,MO63144 		None Public Charity School Outreach Program 3,000

Kirk Care Inc

PO Box 220652
Saint Louis,MO63122 		None Public Charity Children's Educational and Basic Needs Support 10,000

Kirkwood Area Every Child Promise KAEChP

1320 West Lockwood
St Louis,MO63122 		None Public Charity Preschool Scholarship Program 5,000

Kirkwood Arts Foundation

PO Box 220492
Kirkwood,MO63122 		None Public Charity Operating Support 5,000

Kirkwood Historical Society

PO Box 220602
Kirkwood,MO63122 		None Public Charity Mudd's Grove Porch Restoration 35,000

Kirkwood Theatre Guild

844 S Harrison Ave
Kirkwood,MO63122 		None Public Charity General Operating Support 5,000

L'Arche St Louis

9445 Litzsinger Rd
Brentwood,MO63144 		None Public Charity Rehab Support for people with complex medical needs 5,000

LifeWaters

4725 Green Park Rd
St Louis,MO63123 		None Public Charity SCUBA for Disabled Veterans 5,000

Maryville University

650 Maryville University Drive
Saint Louis,MO63141 		None Public Charity Kids Rock Cancer Music Therapy 5,000

Metropolitan Orchestra of Saint Louis

2849 Laclede Station Road
Saint Louis,MO63143 		None Public Charity General Operating Support 4,000

Missouri Botanical Garden

4344 Shaw Blvd
Saint Louis,MO63110 		None Public Charity Capacity Building Support 10,000

Missouri KidsFirst

520 Dix Road
Jefferson City,MO65109 		None Public Charity General Operating Support 5,000

National Museum of Transportation

2967 Barrett Station Rd
St Louis,MO63122 		None Public Charity General Operating Support 10,000

PreventEd

9355 Olive Blvd
Saint Louis,MO63132 		None Public Charity General Operating Support 10,000

Ranken Jordan Pediatric Bridge Hospital

11365 Dorsett Road
Maryland Heights,MO63043 		None Public Charity Optimization Zone Program 7,000

Saint Joseph Institute for the Deaf

1314 Strassner Drive
Brentwood,MO63144 		None Public Charity General Operating Support 6,000

Saint Louis County Parks Foundation

PO Box 31158
St Louis,MO63131 		None Public Charity Operating Support 10,000

Saint Patrick Center

800 N Tucker Blvd
Saint Louis,MO63101 		None Public Charity Housing First 10,000

Salvation Army Midland Division

1130 Hampton Ave
Saint Louis,MO63139 		None Public Charity Operating Support 25,000

Seed Saint Louis Inc

5501 Delmar Blvd Ste B270
St Louis,MO63112 		None Public Charity Food Access & Community Health 10,000

Shepherd's Center of WebsterKirkwood Inc

1320 West Lockwood Ave
Glendale,MO63122 		None Public Charity Operating Support 20,000

Sherwood Forest Camp

2708 Sutton Blvd
Saint Louis,MO63143 		None Public Charity Quest Program Support 5,000

Special Education Foundation

11933 Westline Ind Drive
St Louis,MO63146 		None Public Charity General Operating Support 5,000

St Louis Aquarium Foundation

201 S 18th Street
St Louis,MO63103 		None Public Charity Friends Partnership with Title 1 Elementary School 5,000

St Louis Shakespeare Festival

3333 Washington Vlvd 203
Saint Louis,MO63103 		None Public Charity General Operating Support 7,000

Stages St Louis

1023 Chesterfield Parkway East
Chesterfield,MO63017 		None Public Charity General Operating Support 30,000

The Covering House

PO Box 12206
Saint Louis,MO63187 		None Public Charity General Operating Support 2,000

The Magic House

516 S Kirkwood Road
Saint Louis,MO63122 		None Public Charity Free Field Trips to Underserved Schools 10,000

Tower Grove Park

4257 Northeast Drive
Saint Louis,MO63110 		None Public Charity General Operating Support 20,000

Walker Scottish Rite Clinic

10803 Olive Blvd Ste 100
Saint Louis,MO63141 		None Public Charity Kid Talk Outreach 7,000

World Bird Sanctuary

125 Bald Eagle Ridge Road
Valley Park,MO63088 		None Public Charity Fostering Center Enclosures 20,000

Wyman Center

600 Kiwanis Drive
Eureka,MO63025 		None Public Charity Operating Support 5,000

YMCA of Ozarks

2815 Scott Avenue
Saint Louis,MO63103 		None Public Charity Capacity Building Support 10,000

Youth In Action

1269 Avery Ct
Kirkwood,MO63122 		None Public Charity Food for Friends & Hygiene for Veterans 5,000

St Agnes Home

10341 Manchester Road
Kirkwood,MO63122 		None Public Charity Operating Support 250
Total .................................right arrow 3a 485,250
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 334,528  
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 ............ 		    18 320,997  
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) .. 0 655,525 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
655,525
(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 (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
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Clifford Willard Gaylord Foundation
 
Daniel A Graham
EIN:
43-6027517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 7,144 7,144   0

TY 2023 InvestmentsCorpStockSchedule
Name:
Clifford Willard Gaylord Foundation
 
Daniel A Graham
EIN:
43-6027517
Name of Stock End of Year Book Value End of Year Fair Market Value
661 SHS ABT 24,927 72,756
127 SHS ALB 11,966 18,349
857 SHS GOOGL 53,242 119,714
477 SHS AMZN 7,884 72,475
459 SHS AAPL 12,810 88,371
720 SHS BMO 44,802 71,237
1880 SHS BCE 87,008 74,034
249 SHS BRK B 51,351 88,808
35 SHS BKNG 59,128 124,153
83 SHS AVGO 6,700 92,649
1132 SHS CM 44,524 54,494
222.18126 SHS COF 28,469 29,132
541 SHS CNC 37,981 40,148
291 SHS CHKP 34,643 44,462
482 SHS CVX 34,705 71,895
1782.90054 SHS CSCO 82,997 90,072
938 SHS CTSH 60,992 70,847
2636.45717 SHS CMCSA 99,354 115,609
1034.6508 SHS CVS 82,169 81,696
61 SHS DE 4,982 24,392
515.23874 SHS DLR 60,357 69,341
328.80464 SHS DG 35,466 44,701
870.56765 SHS DUK 80,270 84,480
190.23958 SH ECL 33,255 37,734
1717 SHS ENB 60,838 61,846
549.45644 SH EQR 33,124 33,605
156.92408 SH GD 33,457 40,748
224 SHS GIS 12,500 14,591
455.50216 SHS HON 88,111 95,523
148 SHS ITW 7,108 38,767
272 SHS JNJ 16,660 42,633
322 SHS JPM 32,616 54,772
231 SHS K 14,688 12,915
198.66524 SHS LOW 38,835 44,213
1776.18743 SHS MGA 98,032 104,937
4260.76921 SHS MFC 67,882 94,163
177 SHS MA 18,573 75,492
875.63556 SHS MDT 75,546 72,135
313 SHS MRK 15,109 34,123
284 SHS MSFT 7,616 106,795
594.73031 SHS MDLZ 39,141 43,076
763 SHS NEE 15,187 46,345
822 SHS NTR 30,421 46,303
240 SHS PEP 15,871 40,762
2716 SHS PFE 85,802 78,194
993.79748 SHS RTX 50,898 83,618
338 SHS CRM 66,810 88,941
2149 SHS LUV 78,091 62,063
845.50773 SHS SBUX 38,110 81,177
1120.14143 SHS STT 73,641 86,766
510 SHS TRP 22,583 19,936
156 SHS TMO 33,824 82,803
1215 SHS TTE 56,798 81,867
1320.50499 SHS TFC 50,606 48,753
437 SHS UPS 33,643 68,710
3638.58281 SHS VFC 80,305 68,405
1616 SHS VZ 73,100 60,923
366 SHS V 18,405 95,288
532 SHS DIS 30,827 48,034
415.93269 SHS ZBH 51,690 50,618

TY 2023 InvestmentsGovtObligationsSch
Name:
Clifford Willard Gaylord Foundation
 
Daniel A Graham
EIN:
43-6027517
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


598,235
State & Local Government Securities - End of Year Fair Market Value:


603,374


TY 2023 InvestmentsOtherSchedule2
Name:
Clifford Willard Gaylord Foundation
 
Daniel A Graham
EIN:
43-6027517
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ETF - 258 SHS IJH AT COST 51,388 71,505
ETF - 557 SHS ACWI AT COST 43,144 56,686
ETF - 340 SHS IWM AT COST 56,644 68,241
ETF - 1875 SHS XLF AT COST 33,007 70,500
ETF - 285.93133 SHS VOE AT COST 40,493 41,463
ETF - 1949.72008 SHS DON AT COST 81,951 89,083
MUTUAL FUND - 38827.206 SHS ABALX AT COST 997,862 1,242,082
MUTUAL FUND - 20505.198 SHS ABNDX AT COST 280,713 235,605
MUTUAL FUND - 20039.005 SHS BFCAX AT COST 209,775 191,773
MUTUAL FUND - 15067.324 SHS AHITX AT COST 150,561 143,140
MUTUAL FUND - 21198.044 SHS MFAAX AT COST 209,839 189,722
MUTUAL FUND - 21777.267 SH MIAQX AT COST 217,526 202,964
MUTUAL FUND - 112053.21 SHS AFAXX AT COST 112,053 112,053
MUTUAL FUND - 39475.871 SHS FBLAX AT COST 485,948 491,080
MUTUAL FUND - 957.207 SHS SDMAX AT COST 8,500 8,385
MUTUAL FUND - 96596.067 SHS PBSMX AT COST 1,065,212 1,011,361
MUTUAL FUND - 45890.277 SHS PDBAX AT COST 650,679 554,813
ETF - 866 SHS SHYG AT COST 40,346 36,563
ETF - 5672 SHS SJNK AT COST 138,335 142,594
MUTUAL FUND - 17726.672 SHS LIIAX AT COST 151,668 162,908
MUTUAL FUND - 20890.433 SH NSTRX AT COST 199,219 201,384
MUTUAL FUND - 9852.817 SH COSIX AT COST 204,092 215,186

TY 2023 OtherExpensesSchedule
Name:
Clifford Willard Gaylord Foundation
 
Daniel A Graham
EIN:
43-6027517
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 20 20   0
OFFICE EXPENSES 282 282   0
MISCELLANEOUS EXPENSES 301 301   0


TY 2023 OtherIncreasesSchedule
Name:
Clifford Willard Gaylord Foundation
 
Daniel A Graham
EIN:
43-6027517
Description Amount
GAAP/tax timing adjustments 9,376


TY 2023 OtherProfessionalFeesSchedule
Name:
Clifford Willard Gaylord Foundation
 
Daniel A Graham
EIN:
43-6027517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE FEES 2,200 2,200   0


TY 2023 TaxesSchedule
Name:
Clifford Willard Gaylord Foundation
 
Daniel A Graham
EIN:
43-6027517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 9,708 0   0
FOREIGN TAXES PAID 6,592 6,592   0