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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
NORMAN J STUPP FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 11356
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLAYTON, MO63105
A Employer identification number

43-6027433
B Telephone number (see instructions)

(314) 746-7329
C 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$26,614,211
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 540,834 540,834  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,127,167
b Gross sales price for all assets on line 6a 3,764,172
7 Capital gain net income (from Part IV, line 2)... 1,127,167
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,668,001 1,668,001  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 288,052 128,771   159,281
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 10,403 8,323   2,081
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 22,800 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 321,255 137,094   161,362
25 Contributions, gifts, grants paid....... 1,080,500 1,030,500
26 Total expenses and disbursements. Add lines 24 and 25 1,401,755 137,094   1,191,862
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 266,246
b Net investment income (if negative, enter -0-) 1,530,907
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 273,629 333,539 333,539
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) 1,628,093 Click to see attachment
List of Attached Documents:
// Content
1,861,125
1,780,329
b Investments—corporate stock (attach schedule)....... 4,179,937 Click to see attachment
List of Attached Documents:
// Content
3,846,383
7,697,169
c Investments—corporate bonds (attach schedule)....... 2,531,665 Click to see attachment
List of Attached Documents:
// Content
3,112,337
2,905,415
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 1,638,540 1,523,173 1,418,260
13 Investments—other (attach schedule).......... 8,456,684 Click to see attachment
List of Attached Documents:
// Content
8,348,240
12,479,499
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) 18,708,548 19,024,797 26,614,211
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 169,000 219,000
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)......... 169,000 219,000
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........ 18,539,548 18,805,797
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 18,539,548 18,805,797
30 Total liabilities and net assets/fund balances (see instructions). 18,708,548 19,024,797
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
18,539,548
2
Enter amount from Part I, line 27a .....................
2
266,246
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3
4
Add lines 1, 2, and 3 ..........................
4
18,805,797
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
18,805,797
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,521,477   2,637,005 884,472
b 242,695     242,695
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       884,472
b       242,695
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,127,167
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 21,280
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 21,280
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 21,280
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 24,261
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 24,261
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 2,981
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,981 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowCOMMERCE TRUST COMPANY Telephone no.right arrow (314) 746-7322

Located atright arrow8000 FORSYTH BLVDCLAYTONMO ZIP+4right arrow63105
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
COMMERCE TRUST TRUSTEE
25.00
153,963 0 0
PO BOX 11356
CLAYTON,MO63105
COMMERCE TRUST CHARITABLE
10.00
127,089 0 0
PO BOX 11356
CLAYTON,MO63105
COMMERCE TRUST TAX PREPARATION
0.25
7,000 0 0
PO BOX 11356
CLAYTON,MO63105
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
25,508,515
b
Average of monthly cash balances.......................
1b
592,240
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
26,100,755
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
26,100,755
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
391,511
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,709,244
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,285,462
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,285,462
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,280
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,280
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,264,182
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,264,182
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,264,182
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
1,191,862
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
1,191,862
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,264,182
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 112,780
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,191,862
a Applied to 2023, but not more than line 2a 112,780
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 2024 distributable amount..... 1,079,082
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
185,100
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
COMMERCE TRUST COMPANY
8000 FORSYTH BLVD
CLAYTON,MO63105
(314) 746-7378
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION IS AVAILABLE BY CONTACTING ADDRESS IN 2A.
cAny submission deadlines:
MARCH 1. SEPTEMBER 1.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION FUNDS ONLY ST. LOUIS-BASED INITIATIVES. NO GRANTS TO INDIVIDUALS OR SPONSORSHIPS.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

A MILLION STARS INC

110 N JEFFERSON AVE
ST LOUIS,MO63103
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 15,000

AIM HIGH-ST LOUIS

755 S PRICE RD
ST LOUIS,MO63124
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 20,000

ALMOST HOME

3200 ST VINCENT AVE
ST LOUIS,MO63104
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 7,500

ASSISTANCE LEAGUE OF ST LOUIS

30 HENRY AVE
ELLISVILLE,MO63011
NONE PC OPERATION SCHOOL BELL 10,000

BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI

PO BOX 775069
ST LOUIS,MO631775069
NONE PC YOUTH MENTORING AND WRAPAROUND SUPPORT 25,000

BIG BROTHERS BIG SISTERS OF SOUTHWESTERN ILLINOIS

2900 FRANK SCOTT PKWY W 956
BELLEVILLE,IL62223
NONE PC DEFENDING POTENTIAL THROUGH 1:1 YOUTH MENTORSHIP 7,500

BOYS HOPE GIRLS HOPE

8027 ELINOR AVE
ST LOUIS,MO63117
NONE PC BOYS HOPE GIRLS HOPE OF ST. LOUIS COHORT PROGRAMS 10,000

CHADS COALITION FOR MENTAL HEALTH

4121 UNION RD 224
ST LOUIS,MO63129
NONE PC SOCIAL EMOTIONAL WELLBEING (SEW) MENTOR IN DUCHESNE OR HOLMAN ELEMENTARY SCHOOL 5,000

CHILD CENTER MARYGROVE

2705 MULLANPHY LN
FLORISSANT,MO63031
NONE PC THERAPEUTIC RESIDENTIAL TREATMENT PROGRAM 15,000

CHILD DAY CARE ASSOCIATION OF SAINT LOUIS DBA UNITED 4 CHILDREN

5501 DELMAR BLVD STE B520
ST LOUIS,MO63112
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 9,500

CHRISTIAN ACTIVITY CENTER

PO BOX 2525
EAST ST LOUIS,IL62201
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000

CITY ACADEMY INC

4175 N KINGSHIGHWAY BLVD
ST LOUIS,MO63115
NONE PC CITY ACADEMY STEAM PROGRAM 9,000

COLLEGE SCHOOL ASSOCIATION DBA THE COLLEGE SCHOOL

7825 BIG BEND BLVD
WEBSTER GROVES,MO63119
NONE PC ADVENTURING TOGETHER: MAKING EVERY SPACE A LEARNING SPACE 10,000

COMPASS HEALTH INC

111 MEXICO CT
ST PETERS,MO63376
NONE PC THE PINOCCHIO PROGRAM 12,500

CONNECTIONS TO SUCCESS INC

3000 LITTLE HILLS EXPRESSWAY SUITE
101
ST CHARLES,MO63301
NONE PC PATHWAYS TO SUCCESS-EDUCATION SUPPORT FOR WOMEN 9,000

CORNERSTONE CENTER FOR EARLY LEARNING INC

3901 RUSSELL BLVD
ST LOUIS,MO631103709
NONE PC EARLY INTERVENTION PROGRAM 7,500

DEPAUL USA INC

2904 ARSENAL ST
ST LOUIS,MO63118
NONE PC DEPAUL USA ST. LOUIS- FROM CHRONIC HOMELESSNESS TO HOUSING AND WELLNESS 8,000

EPWORTH CHILDREN & FAMILY SERVICES INC

110 N ELM AVE
ST LOUIS,MO63119
NONE PC OLDER YOUTH SERVICES - TRANSPORTATION COSTS TO GROUP LIFE SKILLS CLASSES AND SALARY ASSISTANCE FOR ADEQUATE COVERAGE IN DROP-IN CENTER 20,000

FATHERS SUPPORT CENTER ST LOUIS

1601 OLIVE ST
ST LOUIS,MO63103
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 12,000

FOCUS ST LOUIS

1034 BRENTWOOD BLVD STE 650
ST LOUIS,MO63117
NONE PC FOCUS ST. LOUIS USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 15,000

FOREST PARK FOREVER INC

5595 GRAND DRIVE IN FOREST PARK
ST LOUIS,MO63112
NONE PC INCREASING THE ACCESSIBILITY OF FOREST PARK FOR ALL CHILDREN 20,000

FORWARD THROUGH FERGUSON

20 S SARAH AVE
ST LOUIS,MO63108
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 6,500

FOSTER CARE COALITION OF GREATER ST LOUIS INC

1750 S BRENTWOOD BLVD STE 210
ST LOUIS,MO63144
NONE PC STRENGTHENING FOUNDATIONS: EXPANDING FOSTER CARE AND ADOPTION SUPPORT IN ST. LOUIS 35,000

GATEWAY EQUITY INSTITUTE

1310 PAPIN ST STE 404
ST LOUIS,MO63103
NONE GOV USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000

GENE SLAY'S BOYS CLUB OF ST LOUIS INC

2524 SOUTH 11TH STREET
ST LOUIS,MO63118
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 6,500

GERMAN ST VINCENT ORPHAN ASSOCIATION DBA THE CORE COLLECTIVE AT SAINT VINC

7401 FLORISSANT RD
ST LOUIS,MO63121
NONE PC TRANSITIONAL LIVING PROGRAM (TLP) 8,500

GIRL SCOUTS OF EASTERN MISSOURI INC

2300 BALL DR
ST LOUIS,MO63146
NONE PC COMMUNITY TROOP PROGRAM - FIELD TRIP 5,000

GIRLS INCORPORATED OF ST LOUIS

3801 NELSON DR
ST LOUIS,MO63121
NONE PC GIRLS INC. OUTREACH EXTENDED LEARNING PROGRAM 7,500

GOOD SHEPHERD CHILDREN AND FAMILY SERVICES

1340 PARTRIDGE AVE
ST LOUIS,MO63130
NONE PC MATERNITY SHELTER & TRANSITIONAL LIVING PROGRAM 7,500

GUARDIAN ANGEL SETTLEMENT ASSOCIATION

1127 N VANDERVENTER AVE
ST LOUIS,MO63113
NONE PC EARLY CHILDHOOD EXPERIENTIAL LEARNING 5,000

HARRIS-STOWE STATE UNIVERSITY

3026 LACLEDE AVE
ST LOUIS,MO63103
NONE PC HORNET BRIDGE ACADEMY 8,000

HAVEN OF GRACE

1225 WARREN ST
ST LOUIS,MO63106
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 12,500

HERBERT HOOVER BOYS AND GIRLS CLUB OF ST LOUIS INC

2901 N GRAND BLVD
ST LOUIS,MO63107
NONE PC BOYS & GIRLS CLUBS OF ST. LOUIS INTERNSHIP PROGRAM / SKILLS TRADE EXPLORATION PROGRAM (WORKFORCE DEVELOPMENT) 20,000

HOME SWEET HOME

10 SUNNEN DR
ST LOUIS,MO63143
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 6,000

HUMANITRI

PO BOX 6512
ST LOUIS,MO63125
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 6,500

IMMIGRANT & REFUGEE WOMEN'S PROGRAM DBA IMMIGRANT HOME ENGLISH LEARNING PRO

5021 ADKINS AVE
ST LOUIS,MO63116
NONE PC ADULT PROGRAM SUPPORT 12,500

INTERFAITH RESIDENCE DBA DOORWAYS

1101 N JEFFERSON AVE
ST LOUIS,MO63106
NONE PC THE EMPLOYMENT ALLIANCE 7,000

JUNIOR ACHIEVEMENT OF GREATER ST LOUIS

17339 N OUTER FORTY RD
CHESTERFIELD,MO63005
NONE PC JA PROGRAMS FOR ST. LOUIS PUBLIC SCHOOLS 15,000

KINGDOM HOUSE DBA LIFEWISE STL

1321 S 11TH ST
ST LOUIS,MO63104
NONE PC LIFEWISE ACADEMY 12,000

LIFT FOR LIFE ACADEMY INC

1731 S BROADWAY
ST LOUIS,MO63104
NONE PC ELEMENTARY SCHOOL ADDITION - CLASSROOM FURNISHINGS 7,000

LOYOLA ACADEMY OF ST LOUIS

3851 WASHINGTON BLVD
ST LOUIS,MO63108
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000

LYDIAS HOUSE INC

PO BOX 2722
ST LOUIS,MO63116
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000

MARIAN MIDDLE SCHOOL

4130 WYOMING ST
ST LOUIS,MO63116
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 12,500

MISSOURI COLLEGE ACCESS NETWORK DBA MISSOURI COLLEGE AND CAREER ATTAINMENT

555 VANDIVER DR
COLUMBIA,MO65202
NONE PC PROFESSIONAL DEVELOPMENT INSTITUTE 20,000

NATIONAL AUDUBON SOCIETY INC

301 RIVERLANDS WY
WEST ALTON,MO63386
NONE PC FLIGHT CREW SUMMER INTERNSHIP 9,000

NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED

295 N LINDBERGH
ST LOUIS,MO63141
NONE PC BACK TO SCHOOL! STORE/KIDS COMMUNITY CLOSET 7,000

NINE NETWORK OF PUBLIC MEDIA DBA NINE PBS

3655 OLIVE ST
ST LOUIS,MO63108
NONE PC NINE PBS EARLY LEARNING: BUILDING EDUCATOR CAPACITY TO ADVANCE SCHOOL READINESS 20,000

NORTHSIDE YOUTH AND SENIOR SERVICE CENTER INC

4120 MAFFITT AVE
ST LOUIS,MO63113
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000

NURSES FOR NEWBORNS

3 SUNNEN DR
ST LOUIS,MO63143
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 20,000

OPERATION FOOD SEARCH INC

1644 LOTSIE BLVD
ST LOUIS,MO63132
NONE PC BRINGING METROMARKET FRESH FOOD ACCESS TO IMMIGRANTS, REFUGEES, AND LOW-INCOME INDIVIDUALS AT NEIGHBORHOOD HEALTHCARE SITES 20,000

PARENTS AS TEACHERS NATIONAL CENTER INC

6 CITYPLACE DR STE 100
ST LOUIS,MO63141
NONE PC SHOW ME STRONG FAMILIES 10,000

PETER AND PAUL COMMUNITY SERVICES INC

2612 WYOMING ST
ST LOUIS,MO63118
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 25,000

PLACES FOR PEOPLE INCORPORATED

1001 LYNCH STREET
ST LOUIS,MO63118
NONE PC SUPPORT FOR PEOPLE WHO ARE HOMELESS WITH MENTAL ILLNESS 20,000

PRESBYTERIAN CHILDREN'S HOMES & SERVICES (PCHAS)

5920 W WILLIAM CANNON DR BLDG 3 STE
100
AUSTIN,TX78749
NONE PC FAMILY SOLUTIONS FOR KIDS IN JEFFERSON COUNTY (MO) 5,000

PREVENTED

9355 OLIVE BLVD
ST LOUIS,MO63132
NONE PC NALOXBOX INITIATIVE 5,000

PROVIDENT INC

2650 OLIVE
ST LOUIS,MO63103
NONE PC BEHAVIORAL HEALTH INTERVENTION SPECIALIST 10,000

READY READERS

10403 BAUR BLVD STE H
ST LOUIS,MO63132
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000

SAFE CONNECTIONS

2165 HAMPTON AVE
ST LOUIS,MO63139
NONE PC VIOLENCE PREVENTION EDUCATION 15,000

SAINT LOUIS COUNSELING

5 PREMIER DR
FENTON,MO63026
NONE PC SCHOOL PARTNERSHIP PROGRAM - SUMMER BRIDGE 5,000

SHERWOOD FOREST CAMP INC

2708 SUTTON BLVD
ST LOUIS,MO63143
NONE PC QUEST PROGRAM 12,500

SISTER THEA BOWMAN CATHOLIC SCHOOL

8213 CHURCH LN
EAST ST LOUIS,IL62203
NONE PC "USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. " 9,500

ST LOUIS AREA FOOD BANK INC

70 CORPORATE WOODS DR
BRIDGETON,MO63044
NONE PC FEEDING OUR NEIGHBORS 20,000

ST LOUIS COUNTY LIBRARY FOUNDATION

1412 S SPOEDE RD
ST LOUIS,MO63131
NONE PC SIDNEY JOHNSON SUMMER INTERNSHIP 2025 7,500

ST LOUIS SCIENCE CENTER FOUNDATION

5050 OAKLAND AVE
ST LOUIS,MO63110
NONE PC YOUTH EXPLORING SCIENCE (YES) 15,000

ST LOUIS UNIVERSITY (ST LOUIS UNIVERSITY EYE INSTITUTE)

ONE N GRAND BLVD
ST LOUIS,MO63103
NONE PC ANNUAL BEQUEST 50,000

ST MARTHA'S HALL

PO BOX 4950
ST LOUIS,MO63108
NONE PC SAINT MARTHA'S DROP-IN CENTER 6,000

STAGES ST LOUIS

1023 CHESTERFIELD PKWY E
CHESTERFIELD,MO63017
NONE PC SUMNER HIGH SCHOOL MUSICAL THEATER PATHWAY SPRING 2025 8,000

THE BIOME

4471 OLIVE ST
ST LOUIS,MO63108
NONE PC THE READY TO LEARN PROGRAM 9,000

THE CHILDRENS HOME SOCIETY OF MISSOURI DBA FAMILYFORWARD

11358 VAN CLEVE AVE
ST LOUIS,MO631141131
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000

THE OASIS INSTITUTE

500 NORTHWEST PLAZA SUITE 425
ST ANN,MO63074
NONE PC INTERGENERATIONAL TUTORING PROGRAM IN JEFFERSON COUNTY 8,500

THE SALVATION ARMY (ST LOUIS)

1130 HAMPTON AVE
ST LOUIS,MO63139
NONE PC PATHWAY OF HOPE COMMUNITY CASE MANAGEMENT 12,500

THE TOWER GROVE PARK FOUNDATION

4257 NORTHEAST DR
SAINT LOUIS,MO63110
NONE PC ARSENAL STREET IRRIGATION SYSTEM 14,000

TODAY AND TOMORROW EDUCATIONAL FOUNDATION

20 ARCHBISHOP MAY DR
ST LOUIS,MO63119
NONE PC HELP FOR TODAY - HOPE FOR TOMORROW SCHOLARSHIP PROGRAM 10,000

UNIVERSITY OF MISSOURI-ST LOUIS - OFFICE OF THE CHANCELLOR

1 UNIVERSITY DR
ST LOUIS,MO63121
NONE PC BRIDGE PROGRAM AFTER SCHOOL CLUBS 13,000

UNLEASHING POTENTIAL

1000 N VANDEVENTER AVE 2ND FL
ST LOUIS,MO63113
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 18,500

VISION FOR CHILDREN AT RISK INC

1000 N VANDEVENTER AVE
ST LOUIS,MO63113
NONE PC OPTIMIZING VCR'S DATA CENTER, ELEVATING COMMUNITY'S VOICE 25,000

VOICES FOR CHILDREN DBA CASA OF ST LOUIS

105 S CENTRAL AVE
ST LOUIS,MO63105
NONE PC ADVOCACY FOR CHILDREN IN FOSTER CARE DUE TO ABUSE AND NEGLECT 22,500

WYMAN CENTER INC

600 KIWANIS DR
EUREKA,MO63025
NONE PC WYMAN LEADERS PROGRAM 20,000

YOUNG WOMENS CHRISTIAN ASSOCIATION OF METROPOLITAN ST LOUIS MISSOURI

1155 OLIVETTE EXECUTIVE PKWY
ST LOUIS,MO63132
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 20,000

YOUTH IN NEED

1815 BOONES LICK RD
ST CHARLES,MO63301
NONE PC STREET OUTREACH PROGRAM 20,000
Total .................................right arrow 3a 1,030,500
bApproved for future payment

AUDUBON MISSOURI
301 RIVERLANDS WY
WEST ALTON,MO63386
NONE PC FLIGHT CREW SUMMER INTERNSHIP 9,000

BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI
PO BOX 775069
ST LOUIS,MO631775069
NONE PC YOUTH MENTORING AND WRAPAROUND SUPPORT 25,000

CASA OF ST LOUIS
105 S CENTRAL AVE
ST LOUIS,MO63105
NONE PC ADVOCACY FOR CHILDREN IN FOSTER CARE DUE TO ABUSE AND NEGLECT 22,500

COLLEGE BOUND
110 N JEFFERSON AVE
ST LOUIS,MO63103
NONE PC GENERAL OPERATING SUPPORT 15,000

COMPASS HEALTH
111 MEXICO CT
ST PETERS,MO63376
NONE PC THE PINOCCHIO PROGRAM 12,500

DOORWAYS
1101 N JEFFERSON AVE
ST LOUIS,MO63106
NONE PC THE EMPLOYMENT ALLIANCE 7,000

GENE SLAY'S BOYS CLUB OF ST LOUIS
2524 SOUTH 11TH STREET
ST LOUIS,MO63118
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 6,500

GIRL SCOUTS - EASTERN MISSOURI COUNCIL
2300 BALL DR
ST LOUIS,MO63146
NONE PC COMMUNITY TROOP PROGRAM - FIELD TRIP 5,000

GOOD SHEPHERD CHILDREN & FAMILY SERVICES
1340 PARTRIDGE AVE
SAINT LOUIS,MO63130
NONE PC MATERNITY SHELTER & TRANSITIONAL LIVING PROGRAM 7,500

PETER & PAUL COMMUNITY SERVICES
2612 WYOMING ST
ST LOUIS,MO63118
NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 25,000

ST LOUIS AREA FOODBANK
70 CORPORATE WOODS DR
BRIDGETON,MO63044
NONE PC FEEDING OUR NEIGHBORS 20,000

ST LOUIS COUNTY LIBRARY FOUNDATION
1412 S SPOEDE RD
ST LOUIS,MO63131
NONE PC SIDNEY JOHNSON SUMMER INTERNSHIP 2025 7,500

THE CORE COLLECTIVE AT ST VINCENT
7401 FLORISSANT RD
ST LOUIS,MO63121
NONE PC TRANSITIONAL LIVING PROGRAM (TLP) 8,500

TODAY AND TOMORROW EDUCATIONAL FOUNDATION
20 ARCHBISHOP MAY DR
ST LOUIS,MO63119
NONE PC HELP FOR TODAY - HOPE FOR TOMORROW SCHOLARSHIP PROGRAM 10,000

UNIVERSITY OF MISSOURI-ST LOUIS - OFFICE OF THE CHANCELLOR
1 UNIVERSITY DR
ST LOUIS,MO63121
NONE PC BRIDGE PROGRAM AFTER SCHOOL CLUBS 13,000

VISION FOR CHILDREN AT RISK
1000 N VANDEVENTER AVE
ST LOUIS,MO63113
NONE PC OPTIMIZING VCR'S DATA CENTER, ELEVATING COMMUNITY'S VOICE 25,000
Total ................................. right arrow 3b 219,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 540,834  
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 1,127,167  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,668,001 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,668,001
(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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
ANN A TRAVER CHARITABLE TRUST B 501(C)(4) COMMON TRUSTEE
IVY J TRIMMER - CHRISTIAN CHURCH 501(C)(4) COMMON TRUSTEE
IVY J TRIMMER TRUST 501(C)(4) COMMON TRUSTEE
ALICE G OGG TRUST UNDER WILL 501(C)(4) COMMON TRUSTEE
MARY HARTMANN FOUNDATION 501(C)(4) COMMON TRUSTEE
SHAARE SHOLEM CEMETERY TRUST 501(C)(13) COMMON TRUSTEE
ADATH JOSEPH CEMETERY FUND 501(C)(13) COMMON TRUSTEE
NINA BOZARTH TUW FBO KAMPF 501(C)(13) COMMON TRUSTEE
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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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-
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PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
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Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
NORMAN J STUPP FOUNDATION
EIN:
43-6027433
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABS NT 6.15% 11/30/37 24,900 27,733
ACE INA HOLDINGS NT 3.35% 5/3/26 66,256 64,500
ALLEGHANY CORP NT 3.625% 5/15/30 46,396 48,508
AMAZON.COM NT 1.65% 5/12/28 59,965 56,344
AMER WATER CAP NT 3% 12/1/26 34,936 34,405
ASCENSION HEALTH NT 3.945% 11/15/46 61,298 47,687
AVALONBAY CMNTY NT 5% 2/15/33 59,483 60,911
BANK OF AMERICA NT V/R 4/23/40 60,000 52,187
BANK OF NY MELLON NT V/R 2/1/34 55,000 54,394
BAPTIST HLTH FL NT 4.342% 11/15/41 35,280 30,085
BLACKROCK NT 2.1% 2/25/32 45,071 47,455
BP CAP MARKETS NT 4.234% 11/6/28 55,000 55,018
BRISTOL MYERS NT 5.9% 11/15/33 49,884 53,603
BURLINGTON NORTH NT 3.9% 8/1/46 29,760 23,960
CINTAS CORPORATION NT 4% 5/1/32 54,969 53,157
CONSUMERS ENERGY NT 3.95% 7/15/47 49,791 39,710
CRVNA 2022-P3 CL A3 4.61% 11/10/27 22,022 22,020
CUMMINS INC NT 2.6% 9/1/50 59,603 35,829
DUKE ENERGY FL NT 2.538% 9/1/29 37,142 37,561
DUKE ENERGY NT 4.2% 3/15/42 42,802 33,109
EMERSON ELEC NT 2.75% 10/15/50 64,921 40,821
ENTERPRISE PRODS NT 3.125% 7/31/29 55,351 57,356
EXXON MOBIL CORP NT 2.61% 10/15/30 57,488 60,154
FORDO 2022-C CL A3 4.48% 12/15/26 11,398 11,397
GOLDMAN SACHS BK NT V/R 5/21/27 50,000 50,413
GONZAGA UNIV NT 4.158% 4/1/46 15,000 11,488
HAROT 2024-2 CL A2 5.48% 11/18/26 23,814 23,862
HONEYWELL INTL NT 2.5% 11/1/26 56,660 58,664
JOHNSON & JOHNSON NT 5.85% 7/15/38 35,111 38,168
JPMORGAN CHASE NT V/R 1/23/29 55,000 53,875
KENVUE INC NT 4.85% 5/22/32 59,930 60,722
MASTERCARD INC NT 2.95% 6/1/29 59,917 57,645
META PLATFORMS NT 5.4% 8/15/54 59,761 58,514
MID-AMERICA APTS NT 2.75% 3/15/30 58,179 60,671
MORGAN STANLEY NT V/R 1/23/30 59,526 59,915
NATL RURAL UTIL FIN NT 5% 8/15/34 59,549 60,379
NEVADA POWER NT 6.75% 7/1/37 53,420 44,606
NORTHERN ST PWR NT 4.85% 8/15/40 34,051 27,768
NORTHERN TRUST NT 1.95% 5/1/30 64,754 58,407
NW NATURAL GAS NT 5.75% 3/15/33 49,890 50,509
OKLAHOMA G&E CO NT 5.4% 1/15/33 60,797 61,996
PEPSICO INC NT 5.25% 7/17/54 59,847 58,153
PNC FINANCIAL SVCS NT 1.15% 8/13/26 34,934 33,816
PPL ELECTRIC UTIL NT 3% 10/1/49 63,909 42,766
PROGRESSIVE CORP NT 6.25% 12/1/32 59,773 60,591
PUB SVC ELEC & GAS NT 5.5% 3/1/40 40,700 40,623
REALTY INCOME NT 5.125% 4/15/35 59,023 60,071
ROYAL BK OF CANADA NT V/R 4/27/26 65,000 65,127
SHELL INTL FIN NT 3.125% 11/7/49 29,225 20,068
STATE STREET CORP NT V/R 8/4/33 60,000 57,679
STATOIL ASA NT 7.15% 11/15/25 53,195 50,461
THE MET NT 3.4% 7/1/45 29,826 22,441
TOYOTA MOTOR CREDIT NT 4.55% 8/9/29 59,878 60,481
TRANS-CANADA PL NT 7.25% 8/15/38 32,055 28,315
TRAVELERS COS INC NT 4.1% 3/4/49 49,812 40,269
TRUIST FINANCIAL NT V/R 6/7/29 65,000 60,488
UNILEVER CAPITAL NT 4.25% 8/12/27 54,853 55,238
UNITED HEALTHCARE GP NT 5.8% 3/15/36 63,569 63,072
US BANCORP NT V/R 1/27/28 40,000 38,657
VISA INC NT 1.9% 4/15/27 59,831 57,923
WELLS FARGO BK NT 5.95% 8/26/36 58,037 47,087
WI PUBLIC SERV NT 3.3% 9/1/49 59,931 40,987
WW GRAINGER NT 3.75% 5/15/46 19,864 15,596

TY 2024 InvestmentsCorpStockSchedule
Name:
NORMAN J STUPP FOUNDATION
EIN:
43-6027433
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 52,972 59,398
ADVANCED ENERGY INDUSTRIES 11,459 13,913
AGIOS PHARMACEUTICALS INC 7,357 9,147
AGREE REALTY CORP 10,778 12,420
ALKAMI TECHNOLOGY INC 10,301 12,508
ALLEGRO MICROSYSTEMS INC 9,508 12,137
ALPHABET INC CL A 74,709 230,861
AMAZON COM INC 52,275 287,401
AMERIS BANCORP 7,732 18,440
AMGEN INC 59,631 57,238
AMPHENOL CORP CL-A 17,378 66,656
APPFOLIO INC 7,686 14,968
APPLE INC 39,636 599,096
ARCUTIS BIOTHERAPEUTICS INC 7,616 7,571
ARTIVION INC 7,602 12,129
ASBURY AUTOMOTIVE GROUP INC 10,678 11,927
ATRICURE INC 10,922 12,944
AVIENT CORP 11,334 12,439
AZENTA INC 10,760 4,771
BALCHEM CORP 5,369 15,124
BENTLEY SYSTEMS INC 53,773 59,907
BIOCRYST PHARMACEUTICALS INC 6,718 8,960
BOOKING HOLDINGS INC 45,306 57,892
BOOT BARN HOLDINGS INC 4,297 11,400
BROADCOM INC 114,637 250,842
BROADRIDGE FINANCIAL SOL 49,675 52,251
CADENCE DESIGN SYSTEMS INC 23,054 60,089
CADRE HOLDINGS INC 13,056 11,625
CASEYS GENERAL STORES INC 51,891 53,578
CATHAY GENERAL BANCORP 7,818 12,521
CBIZ INC 13,977 18,645
CBRE GROUP INC 52,853 55,347
CENTRAL GARDEN AND PET CO-A 11,986 15,833
CHAMPION HOMES INC 7,391 15,653
CHART INDUSTRIES INCORPORATED 7,032 9,056
CHENIERE ENERGY INC 37,060 64,533
CHORD ENERGY CORP 15,162 10,169
COHEN & STEERS INC 2,729 10,172
COPART INC 46,324 59,865
CORPAY INC COM 35,911 49,773
COSTCO WHSL CORP NEW 57,838 89,095
CRINETICS PHARMACEUTICALS INC 10,989 7,334
DROPBOX INC 50,187 54,912
DUCOMMUN INC 7,670 11,981
DYNATRACE INC 52,116 55,486
ENERPAC TOOL GROUP CORP 12,127 10,951
FIRST WATCH RESTAURANT GROUP INC 14,966 13,634
FISERV INC 29,613 62,068
GATES INDUSTRIAL CORP PLC ADR 9,197 10,709
GLACIER BANCORP INCORPORATED 2,285 6,893
GLOBUS MEDICAL INC-A 4,804 14,460
GODADDY INC CL A 24,829 53,118
GRAND CANYON EDUCATION INC 7,305 17,955
HALOZYME THERAPEUTICS INC 5,781 10,404
HEALTHEQUITY INC 6,823 16,238
HILLMAN SOLUTIONS CORP 11,963 8,747
HILTON WORLDWIDE HOLDINGS INC 28,614 63,922
HOME DEPOT INC 28,680 60,496
HONEYWELL INTL INC 49,681 62,878
HORACE MANN EDUCATORS CORP 14,092 16,329
HOULIHAN LOKEY INC 5,086 19,795
IDACORP INC 7,766 12,122
ILLINOIS TOOL WORKS INC 30,743 60,576
INDEPENDENCE REALTY TRUST INC 11,728 10,172
INDEPENDENT BANK CORP/MA 9,368 9,810
INSMED INC 3,899 20,128
INTAPP INC 13,495 19,616
INTUIT 40,064 63,010
ITT INC 6,317 14,899
LA-Z BOY INC 7,427 7,248
LILLY ELI & CO 69,514 113,032
MACOM TECHNOLOGY SOLUTIONS 4,462 28,658
MAGNOLIA OIL & GAS CORP 8,996 15,736
MASTERCARD INCORPORATED CLASS A 40,228 89,910
MATADOR RESOURCES COMPANY 9,128 14,793
MCDONALDS CORP 41,099 58,434
MCKESSON CORP 31,440 62,286
MEDPACE HOLDINGS INC 6,313 14,124
META PLATFORMS INC 101,124 243,570
MICROSOFT CORP 121,242 718,757
MINERALS TECHNOLOGIES INC 10,876 11,565
MOTOROLA SOLUTIONS INC 44,227 60,967
MSCI INC-A 53,238 63,441
NATIONAL HEALTH INVESTORS INC 5,890 10,167
NEOGENOMICS INC 5,828 5,483
NETFLIX.COM INC 68,253 107,130
NORTHWESTERN ENERGY GROUP INC 10,890 14,621
NOVANTA INC ADR 9,767 14,827
NVIDIA CORP 117,896 693,576
OCEANFIRST FINANCIAL CORP 8,595 10,126
OXFORD INDUSTRIES INCORPORATED 6,622 5,031
PACIFIC PREMIER BANCORP INC 8,675 6,854
PALO ALTO NETWORKS INC 16,880 61,392
PAR TECHNOLOGY CORP 9,835 9,712
PATRICK INDUSTRIES INC 5,047 15,225
PERELLA WEINBERG PARTNERS 5,457 7,865
PERFORMANCE FOOD GROUP CO 38,759 55,543
PHREESIA INC 10,548 13,661
PRIMORIS SERVICES CORP 4,695 18,316
PTC INC 41,793 53,425
RBC BEARINGS INC 2,043 24,242
REVOLVE GROUP INC 5,826 4,010
ROCKWELL AUTOMATION INC 44,058 53,147
ROLLINS INCORPORATED 24,005 52,866
RYMAN HOSPITALITY PROPERTIES 10,111 12,827
SALESFORCE INC 74,599 61,355
SCHNEIDER NATIONAL INC 6,008 5,796
SEACOAST BANKING CORP OF FLORIDA 12,542 15,191
SERVICENOW INC 44,900 61,685
SILGAN HOLDINGS INC 8,287 18,692
SOLARIS ENERGY INFRASTRUCTURE INC 5,786 7,214
SPOTIFY TECHNOLOGY SA 30,946 65,224
SPRINGWORKS THERAPEUTICS INC 9,577 11,278
SPX TECHNOLOGIES INC 7,655 25,152
STAG INDUSTRIAL INC 11,749 19,047
STERLING INFRASTRUCTURE INC 13,794 27,688
STIFEL FINL CORP 3,762 18,162
STRYKER CORP 21,050 61,323
SUPERNUS PHARMACEUTICALS INC 11,349 14,342
TANDEM DIABETES CARE INC 16,331 9,413
TARGA RESOURCES CORP 30,107 55,706
TESLA MOTORS INC 107,406 189,008
TEXAS CAPITAL BANCSHARES INC 9,331 9,131
TEXAS ROADHOUSE INC 1,218 18,741
THE BALDWIN INSURANCE GROUP INC 9,471 11,987
THE DESCARTES SYSTEMS GROUP INC ADR 5,703 17,788
THERMON GROUP HOLDINGS INC 8,585 7,441
TJX COS INC 55,329 59,893
TKO GROUP HOLDINGS INC 49,461 60,953
TRACTOR SUPPLY COMPANY 42,734 54,089
TRADEWEB MARKETS INC 31,285 57,096
TRI POINTE HOMES INC 12,815 11,502
TYLER TECHNOLOGIES INC 51,458 53,356
UFP INDUSTRIES INC 1,556 15,401
UMB FINANCIAL CORP 11,364 14,197
US PHYSICAL THERAPY INC 14,524 12,903
UTZ BRANDS INC 12,363 9,726
VANGUARD FTSE EMERGING MARKETS-ETF 278,271 296,760
VERACYTE INC 12,248 13,110
VIAVI SOLUTIONS INC 12,411 12,084
VISA INC CLASS A SHARES 43,982 118,942
VITA COCO CO INC 9,406 12,274
WASTE MGMT INC DEL 41,917 59,493
WORKDAY INC-CLASS A 66,900 57,600
ZOETIS INC 53,037 56,922

TY 2024 InvestmentsGovtObligationsSch
Name:
NORMAN J STUPP FOUNDATION
EIN:
43-6027433
US Government Securities - End of Year Book Value:

1,861,125
US Government Securities - End of Year Fair Market Value:

1,780,329
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
NORMAN J STUPP FOUNDATION
EIN:
43-6027433
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COMMERCE MIDCAP GROWTH FUND AT COST 297,569 673,428
COMMERCE VALUE FUND INSTITUTIONAL AT COST 614,558 1,027,108
DFA INTL SMALL CO PORTFOLIO AT COST 158,993 219,248
FIDELITY MID CAP VAL INDX AT COST 728,690 1,246,701
JPMORGAN HEDGED EQUITY-R6 AT COST 323,888 410,310
MFS RESEARCH INTERNAT R6 AT COST 955,632 1,425,468
NUVEEN INTL EQUITY INDEX FD-R6 #7295 AT COST 951,923 1,474,591
NUVEEN L/C GROWTH INDEX FD-R6 #7292 AT COST 195,301 309,277
NUVEEN LARGE CAP VALUE INDEX FUND-R6 AT COST 3,027,580 4,525,929
PGIM JENNISON M/C GROWTH CL R6 AT COST 508,950 331,394
PRINCIPAL GL MULT STRAT-R6 AT COST 159,418 177,266
T ROWE PR GROWTH STOCK-I AT COST 275,869 482,016
T ROWE PR NEW HORIZONS-I AT COST 149,869 176,763

TY 2024 OtherIncreasesSchedule
Name:
NORMAN J STUPP FOUNDATION
EIN:
43-6027433
Description Amount
ROUNDING 3


TY 2024 OtherProfessionalFeesSchedule
Name:
NORMAN J STUPP FOUNDATION
EIN:
43-6027433
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OUTSIDE INVESTMENT FEE 10,403 8,323   2,081


TY 2024 TaxesSchedule
Name:
NORMAN J STUPP FOUNDATION
EIN:
43-6027433
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED TAXES PAID 22,800 0   0