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 01-01-2024 , and ending 12-31-2024
Name of foundation
BONIFACE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10405 BAUR BLVD G
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63132
A Employer identification number

43-1841204
B Telephone number (see instructions)

(314) 656-7155
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$327,045,572J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 8,325,590 8,325,590  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 22,756,939
b Gross sales price for all assets on line 6a 108,699,673
7 Capital gain net income (from Part IV, line 2)... 22,756,939
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)....... Click to see attachment
List of Attached Documents:
// Content
0 11,843  
12 Total. Add lines 1 through 11........ 31,082,529 31,094,372  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 441,441 44,144   397,297
14 Other employee salaries and wages...... 110,656 11,066   99,590
15 Pension plans, employee benefits....... 121,950 12,195   109,755
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
10,620 1,062   9,558
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,930 6,930   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,249,834 1,211,074   38,760
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
415,169 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 30,224 0   30,224
21 Travel, conferences, and meetings....... 424 0   424
22 Printing and publications.......... 336 0   336
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
42,167 1,166   41,001
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,429,751 1,287,637   726,945
25 Contributions, gifts, grants paid....... 43,689,395 12,645,765
26 Total expenses and disbursements. Add lines 24 and 25 46,119,146 1,287,637   13,372,710
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,036,617
b Net investment income (if negative, enter -0-) 29,806,735
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......... 4,404,941 5,608,668 5,608,668
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.......... 13,826 13,980 13,980
10a Investments—U.S. and state government obligations (attach schedule) 23,912,187 Click to see attachment
List of Attached Documents:
// Content
24,347,275 		24,347,275
b Investments—corporate stock (attach schedule)....... 195,167,151 Click to see attachment
List of Attached Documents:
// Content
201,764,503 		201,764,503
c Investments—corporate bonds (attach schedule)....... 43,386,684 Click to see attachment
List of Attached Documents:
// Content
48,234,086 		48,234,086
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 7,016,955 9,144,932 9,144,932
13 Investments—other (attach schedule).......... 30,818,819 Click to see attachment
List of Attached Documents:
// Content
37,258,816 		37,258,816
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
626,798 		Click to see attachment
List of Attached Documents:
// Content
683,312 		Click to see attachment
List of Attached Documents:
// Content
673,312
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 305,347,361 327,055,572 327,045,572
Liabilities 17 Accounts payable and accrued expenses.......... 111,442 151,760
18 Grants payable................. 6,169,892 37,213,522
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) Click to see attachment
List of Attached Documents:
// Content
50,855 		Click to see attachment
List of Attached Documents:
// Content
28,714
23 Total liabilities (add lines 17 through 22)......... 6,332,189 37,393,996
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........... 299,015,172 289,661,576
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 299,015,172 289,661,576
30 Total liabilities and net assets/fund balances (see instructions). 305,347,361 327,055,572
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
299,015,172
2
Enter amount from Part I, line 27a .....................
2
-15,036,617
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,683,021
4
Add lines 1, 2, and 3 ..........................
4
289,661,576
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
289,661,576
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 MERRILL LYNCH      
b JA GLYNN      
c SCHWAB      
d ZEMENICK WALKER      
e ARGENT      
(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 50,723,209   40,304,945 10,418,264
b 43,575,488   37,381,606 6,193,882
c 12,345,413   6,114,659 6,230,754
d 1,073,132   1,070,896 2,236
e 982,431   1,070,628 -88,197
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       10,418,264
b       6,193,882
c       6,230,754
d       2,236
e       -88,197
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 22,756,939
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) 1 414,314
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........................... 3 414,314
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- ..... 5 414,314
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 432,862
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.............. 7 432,862
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 18,548
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow18,548 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowWWW.BONIFACEFDN.ORG
14
The books are in care ofright arrowKELLY WETZLER Telephone no.right arrow (314) 656-7155

Located atright arrow10405 BAUR BLVD SUITE GST LOUISMO ZIP+4right arrow63132
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
KELLY WETZLER EXECUTIVE DIRECTOR
50.00 		441,441 64,691 0
10405 BAUR BLVD SUITE G
ST LOUIS,MO63132
WINTHROP B REED III PRESIDENT & CHAIRMAN
2.00 		0 0 0
10405 BAUR BLVD SUITE G
ST LOUIS,MO63132
DANIEL F BIPPEN SECRETARY
0.50 		0 0 0
10405 BAUR BLVD SUITE G
ST LOUIS,MO63132
JAMES G POWERS TREASURER
1.00 		0 0 0
10405 BAUR BLVD SUITE G
ST LOUIS,MO63132
TRACY MATHIS MEMBER
0.50 		0 0 0
10405 BAUR BLVD SUITE G
ST LOUIS,MO63132
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
LAURA BURIAN ASSOCIATE
40.00 		97,381 28,473 0
10405 BAUR BLVD SUITE G
ST LOUIS,MO63132
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
301,612,700
b
Average of monthly cash balances.......................
1b
7,326,836
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
308,939,536
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
308,939,536
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,634,093
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
304,305,443
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
15,215,272
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
15,215,272
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
414,314
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
4,207
c
Add lines 2a and 2b............................
2c
418,521
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
14,796,751
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
14,796,751
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
14,796,751
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
13,372,710
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
13,372,710
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 14,796,751
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 10,154,754
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$ 13,372,710
a Applied to 2023, but not more than line 2a 10,154,754
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..... 3,217,956
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 .......... 		11,578,795
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

ACCESS ACADEMIES

3500 LINDELL BLVD FITZGERALD HALL
RM 200
ST LOUIS,MO63103 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 251,500

AFFTON CHRISTIAN FOOD PANTRY

4960 HEEGE ROAD
AFFTON,MO63123 		  PC COMMUNITY WELL-BEING - HOLIDAY GIVING 15,000

AMERICAN HEART ASSOCIATION

12400 OLIVE BLVD STE 225
ST LOUIS,MO63141 		  PC TO FIGHT HEART DISEASE 25,000

BETHLEHEM MISSIONARY

3506 CASS AVE
ST LOUIS,MO63106 		  PC MEMORIAL GIFT 500

BEYOND HOUSING

6506 WRIGHT WAY
ST LOUIS,MO63121 		  PC NORMANDY COMMUNITY DEVELOPMENT 750,000

BOYS HOPE GIRLS HOPE

12120 BRIDGETON SQUARE DRIVE
BRIDGETON,MO63044 		  PC CO-PILOT FOR HOPE PREP ACADEMY 200,000

CANCER SUPPORT COMMUNITY

1058 OLD DES PERES RD
DES PERES,MO63131 		  PC DAVID M. SINDELAR CANCER CENTER 15,000

CARDINALS CARE

700 CLARK ST
ST LOUIS,MO63102 		  PC HEALTH FAIR FOR THE BENEFIT OF REDBIRD ROOKIES 75,000

CHADS COALITION FOR MENTAL HEALTH

3775 GUMTREE
ST LOUIS,MO63129 		  PC SUICIDE PREVENTION PROGRAMS WITHIN AREA HIGH SCHOOLS 51,500

CHRISTIAN BROTHERS COLLEGE

1850 DE LA SALLE DR
ST LOUIS,MO63141 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 60,000

CHRISTIAN BROTHERS COLLEGE

1850 DE LA SALLE DR
ST LOUIS,MO63141 		  PC CULTURAL COMPETENCY 2023-2024 22,500

COR JESU ACADEMY

10230 GRAVOIS RD
ST LOUIS,MO63123 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 25,000

COR JESU ACADEMY

10230 GRAVOIS RD
ST LOUIS,MO63123 		  PC BRIDGE PROGRAM 151,250

CREATE SMILES

3800 GRAVOIS RD SUITE 1F
ST LOUIS,MO63116 		  PC COMMUNITY WELL-BEING 200

DE SMET JESUIT HIGH SCHOOL

233 N NEW BALLAS RD
ST LOUIS,MO63141 		  PC CULTURAL COMPETENCY 2024-2025 22,500

DE SMET JESUIT HIGH SCHOOL

233 N NEW BALLAS RD
ST LOUIS,MO63141 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 60,000

DE SMET JESUIT HIGH SCHOOL

233 N NEW BALLAS RD
ST LOUIS,MO63141 		  PC SLU SUMMER ENTERPRENEURSHIP PROGRAM 695

DOGS FOR OUR BRAVE

6244 CLAYTON AVE
ST LOUIS,MO63139 		  PC VETERANS COLLABORATION GRANT 18,500

DOGS FOR OUR BRAVE

6244 CLAYTON AVE
ST LOUIS,MO63139 		  PC NEW BUILDING 1,800,000

DUO DOGS

10955 LINPAGE PLACE
ST LOUIS,MO63132 		  PC SLU FACILITY DOG & DUO DOGS TOUCH PROGRAM 50,000

EYE THRIVE

5501 DELMAR BLVD
ST LOUIS,MO63112 		  PC MOBILE VISION CLINIC 250,000

FAIR ST LOUIS FOUNDATION

301 PROSPECT AVE
ST LOUIS,MO63110 		  PC CELEBRATE ST. LOUIS 50,000

FEED MY PEOPLE

171 KINGSTON DR
ST LOUIS,MO63125 		  PC FOOD BANK 15,000

GIRL SCOUTS OF EASTERN MISSOURI

2300 BALL DR
ST LOUIS,MO63146 		  PC SUPPORT FOR UNDERSERVED GIRL SCOUT TROOPS 25,000

GREAT RIVERS HABITAT

PO BOX 50014
ST LOUIS,MO63105 		  PC CAMPAIGN TO PRESERVE THE CONFLUENCE 5,000

HARRIS HOUSE

2706 S RIVER ROAD
ST CHARLES,MO63303 		  PC VETERAN COLLABORATION GRANT 25,000

HARRIS HOUSE

2706 S RIVER ROAD
ST CHARLES,MO63303 		  PC CAPACITY BUILDING 1,500

HEALTH HOMES

2706 S RIVER ROAD
ST CHARLES,MO63303 		  PC WESTFLO PROJECT FOR STREET INFRASTRUCTURE 375,000

HOMEWORKS

5501 DELMAR BLVD
ST LOUIS,MO63114 		  PC UNLOCKING THE POWER OF HOME DRIVE 10,000

INCARNATE WORD ACADEMY

2788 NORMANDY DRIVE
ST LOUIS,MO63121 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 25,000

INCARNATE WORD ACADEMY

2788 NORMANDY DRIVE
ST LOUIS,MO63121 		  PC RISING FEMALE SCHOLARSHIPS 105,000

INCARNATE WORD ACADEMY

2789 NORMANDY DRIVE
ST LOUIS,MO63122 		  PC CATHOLIC HIGH SCHOOL LEADERSHIP SUMMIT 10,000

INVESTSTL

2309 THURMAN AVE
ST LOUIS,MO63110 		  PC NEIGHBORHOOD SOLIDARITY FUND & COMMUNITY DEVELOPMENT EFFORTS 500,000

JOSHUA CHAMBERLAIN SOCIETY

7700 BONHOMME AVE
ST LOUIS,MO63105 		  PC VETERAN COLLABORATION GRANT 36,500

KIDSMART

180 PROGRESS PKWY
MARYLAND HEIGHTS,MO63043 		  PC EDUCATION 10,000

LIVING WELL FOUNDATION

3602 LIONS DEN ROAD
IMPERIAL,MO63052 		  PC YOUTH WELL-BEING 20,000

LOYOLA ACADEMY OF ST LOUIS

3851 WASHINGTON BLVD
ST LOUIS,MO63108 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 451,500

LUTHERAN NORTH HIGH SCHOOL

5401 LUCAS AND HUNT RD
ST LOUIS,MO63121 		  PC CULTURAL COMPETENCY 22,500

LUTHERAN NORTH HIGH SCHOOL

5401 LUCAS AND HUNT RD
ST LOUIS,MO63121 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 25,000

LUTHERAN NORTH HIGH SCHOOL

5401 LUCAS AND HUNT RD
ST LOUIS,MO63121 		  PC RISING FEMALE SCHOLARSHIPS 15,000

MARIAN MIDDLE SCHOOL

4130 WYOMING STREET
ST LOUIS,MO63116 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 260,000

MARY GROVE

2705 MULLANPHY LANE
FLORISSANT,MO63031 		  PC BEHAVIORAL HEALTH - THERAPEUTIC RESIDENTIAL SERVICES 75,000

MERCY HEALTH FOUNDATION SOUTH

10010 KENNERLY ROAD
ST LOUIS,MO63128 		  SO II COMMUNITY WELL-BEING 30,000

MERCY HOSPITAL SOUTH

10010 KENNERLY ROAD
ST LOUIS,MO63128 		  PC CYBERKNIFE 1,000,000

MEMORY CARE SOLUTIONS

4389 W PINE BLVD
ST LOUIS,MO63108 		  PC COMMUNITY WELL-BEING 30,000

MISSOURI COLLEGE AND CAREER ATTAINMENT NETWORK

55 VANDIVER DRIVE
COLUMBIA,MO65202 		  PC COLLEGE ATTAINMENT FOR UNDERSERVED STUDENTS 187,000

NERINX HALL HIGH SCHOOL

530 E LOCKWOOD AVE
ST LOUIS,MO63119 		  PC CULTURAL COMPETENCY 2023-2024 6,750

NERINX HALL HIGH SCHOOL

530 E LOCKWOOD AVE
ST LOUIS,MO63119 		  PC CULTURAL COMPETENCY 2024-2025 15,750

NERINX HALL HIGH SCHOOL

530 E LOCKWOOD AVE
ST LOUIS,MO63119 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 45,000

NOTRE DAME HIGH SCHOOL

320 EAST RIPA AVENUE
ST LOUIS,MO63125 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 50,000

NOTRE DAME HIGH SCHOOL

320 EAST RIPA AVENUE
ST LOUIS,MO63125 		  PC RISING FEMALE SCHOLARSHIP 30,000

NOTRE DAME HIGH SCHOOL

530 E LOCKWOOD AVE
ST LOUIS,MO63119 		  PC CULTURAL COMPETENCY 2023-2024 6,750

NOTRE DAME HIGH SCHOOL

321 EAST RIPA AVENUE
ST LOUIS,MO63126 		  PC CULTURAL COMPETENCY 2024-2025 15,750

NOTRE DAME HIGH SCHOOL

320 E RIPA AVE
ST LOUIS,MO63125 		  PC STEM 200,000

OFFICE OF PEACE AND JUSTICE

20 ARCHBISHOP MAY DRIVE
ST LOUIS,MO63119 		  PC PILGRIMAGE TO THE MASS AT THE BORDER FOR LOW INCOME FEMALE STUDENTS 3,000

OPERA THEATRE OF ST LOUIS

210 HAZEL AVENUE
ST LOUIS,MO63119 		  PC SUPPORTING ARTS EDUCATION FOR COMMUNITY SCHOOLS 25,000

OPERATION FOOD SEARCH

1644 LOTSIE BLVD
ST LOUIS,MO63132 		  PC FOOD BANK 50,000

OUR LITTLE HAVEN

4316 LINDELL
ST LOUIS,MO63108 		  PC KEYSTONE MENTAL HEALTH SERVICES 258,500

QUEST SCHOLARSHIP FUND

2 OAK KNOLL PARK
ST LOUIS,MO63105 		  PC SUPPORING 50% OF PROGRAM FEE FOR FACES OF AMERICA QUEST SCHOLARSHIPS 50,000

READY READERS

10403 BAUR BLVD SUITE H
ST LOUIS,MO63132 		  PC READING NEIGHBORHOOD CAPTAINS PROGRAM 50,000

ROCKHURST UNIVERSITY

1100 ROCKHURST ROAD
KANSAS CITY,MO64110 		  PC POST-SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 5,000

ROSATI KAIN

4389 LINDELL BLVD
ST LOUIS,MO63108 		  PC RISING FEMALE SCHOLARSHIP 52,500

ROSATI KAIN

4390 LINDELL BLVD
ST LOUIS,MO63109 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 50,000

SAINT LOUIS UNIVERSITY

1 N GRAND BLVD
ST LOUIS,MO63103 		  PC BRIDGE PROGRAM 47,500

SAINT LOUIS UNIVERSITY HIGH SCHOOL

4970 OAKLAND AVE
ST LOUIS,MO63110 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 50,000

SHRINERS HOSPITALS FOR CHILDREN

PO BOX 31356
TAMPA,FL33631 		  PC SUPPORT FOR PEDIATRIC SPECIALTY CARE 2,500

ST FRANCES CABRINI

3022 OREGON AVENUE
ST LOUIS,MO63118 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 10,000

ST JOHN VIANNEY HIGH SCHOOL

1311 S KIRKWOOD RD
ST LOUIS,MO63122 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 18,120

ST JOHN VIANNEY HIGH SCHOOL

1311 S KIRKWOOD RD
ST LOUIS,MO63122 		  PC CULTURAL COMPETENCY 2023-2024 6,750

ST JOHN VIANNEY HIGH SCHOOL

1312 S KIRKWOOD RD
ST LOUIS,MO63123 		  PC CULTURAL COMPETENCY 2024-2025 15,750

ST JOSEPH'S HIGH SCHOOL

2307 SOUTH LINDBERGH BLVD
ST LOUIS,MO63131 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 35,000

ST LOUIS AREA FOOD BANK

70 CORPORATE WOODS DR
BRIDGETON,MO63044 		  PC FOOD BANK 20,000

ST LOUIS COMMUNITY FOUNDATION

2 OAK KNOLL PARK
ST LOUIS,MO63105 		  PC TRAINING, COACHING, OR CONSULTING SESSIONS FOR BLACK NON-PROFIT LEADERS 25,000

ST LOUIS POLICE FOUNDATION

9761 CLAYTON RD
ST LOUIS,MO63124 		  PC EARLY CHILDHOOD EDUCATION CENTER 20,000

ST LOUIS SURVIVORS LEGAL SUPPORT INC

2545 S HANLEY RD
ST LOUIS,MO63144 		  PC LEGAL SUPPORT FOR UNDERSERVED DOMESTIC VIOLENCE VICTIMS 16,500

ST LOUIS YOUTH JOBS

3016 LOCUST ST SUITE 105
ST LOUIS,MO63103 		  PC PROGRAMMING CONNECTING LOW-INCOME YOUNG PEOPLE TO EMPLOYMENT 50,000

ST LOUIS ZOO FOUNDATION

1 GOVERNMENT DR
ST LOUIS,MO63110 		  PC WILDCARE PARK 3,000,000

ST MARTHA'S HALL

4733 MATTIS ROAD
ST LOUIS,MO63128 		  PC COMMUNITY WELL-BEING 20,000

ST MARY'S HIGH SCHOOL

4701 S GRAND BLVD
ST LOUIS,MO63111 		  PC CULTURAL COMPETENCY 22,500

ST MARY'S HIGH SCHOOL

4701 S GRAND BLVD
ST LOUIS,MO63111 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 10,000

ST MARY'S HIGH SCHOOL

4702 S GRAND BLVD
ST LOUIS,MO63112 		  PC CAPACITY BUILDING 50,000

THE OASIS INSTITUTE

11780 BORMAN DRIVE NO 400
ST LOUIS,MO63146 		  PC INTERGENERATIONAL TUTORING PROGRAM 20,000

URBAN LEAGUE

1408 KINGSHIGHWAY BLVD SUITE 108
ST LOUIS,MO63113 		  PC SLOW DOWN STL YARD SIGNS 2,000

VETERANS COMMUNITY PROJECT

1521 N GRAND BLVD
ST LOUIS,MO64131 		  PC VETERANS COLLABORATION GRANT 100,000

WYMAN

600 KIWANIS DR
EUREKA,MO63025 		  PC TEEN LEADERS PROGRAM 50,000

YOUTH IN NEED

1815 BOONES LICK ROAD
ST CHARLES,MO63301 		  PC COMMUNITY WELL-BEING 270,000

NEW DIMENSIONS

2601 SUTTON BLVD
ST LOUIS,MO63143 		  PC SOCCER STARTS AT HOME PROGRAM 25,000

NEW DIMENSIONS

2601 SUTTON BLVD
ST LOUIS,MO63143 		  PC CAPACITY BUILDING 1,500

REGIONAL BUSINESS COUNCIL

7701 FORSYTH BLVD STE 205
ST LOUIS,MO63105 		  PC ST. LOUIS SOCIAL VENTURES PARTNERS 10,000

RONALD MCDONALD HOUSE

3450 PARK AVE
ST LOUIS,MO63104 		  PC COMMUNITY WELL-BEING 1,000

ST JOSEPH'S HOUSING INITIATIVE

4701 S GRAND BLVD
ST LOUIS,MO63111 		  PC QUALITY HOUSING FOR LOW-AND MODERATE-INCOME FAMILIES 25,000

FOCUS MARINES FOUNDATION

400 CHESTERFIELD CTR
ST LOUIS,MO63017 		  PC VETERANS COLLABORATION GRANT 26,500

VP COMMUNITY IMPACT FOUNDATION

301 PROSPECT AVE
ST LOUIS,MO63110 		  PC COMMUNITY WELL-BEING 20,000

ROCKHURST UNIVERSITY

1100 ROCKHURST ROAD
KANSAS CITY,MO64110 		  PC COMPANIONS IN CHILLOCOTHE 10,000

FREEDOM SCHOOL

1483 82ND ST
ST LOUIS,MO63132 		  PC SECONDARY EDUCATION SUPPORT FOR THE UNDERSERVED 10,000

ST LOUIS COMMUNITY FOUNDATION

2 OAK KNOLL PARK
ST LOUIS,MO63105 		  PC POST-SECONDARY SCHOLARSHIPS FOR UNDERSERVED STUDENTS 588,000
Total .................................right arrow 3a 12,645,765
bApproved for future payment

HEALTH HOMES
2706 S RIVER ROAD
ST CHARLES,MO63303 		  PC WESTFLO PROJECT FOR STREET INFRASTRUCTURE 375,000

ST LOUIS ZOO FOUNDATION
1 GOVERNMENT DR
ST LOUIS,MO63110 		  PC WILDCARE PARK 2,000,000

CHRISTIAN BROTHERS COLLEGE
1850 DE LA SALLE DR
ST LOUIS,MO63141 		  PC CULTURAL COMPETENCY 2025-2026 6,750

DE SMET JESUIT HIGH SCHOOL
233 N NEW BALLAS RD
ST LOUIS,MO63141 		  PC CULTURAL COMPETENCY 2025-2026 6,750

LUTHERAN NORTH HIGH SCHOOL
5401 LUCAS AND HUNT RD
ST LOUIS,MO63121 		  PC CULTURAL COMPETENCY 2025-2026 6,750

NERINX HALL HIGH SCHOOL
530 E LOCKWOOD AVE
ST LOUIS,MO63119 		  PC CULTURAL COMPETENCY 2025-2026 6,750

NOTRE DAME HIGH SCHOOL
530 E LOCKWOOD AVE
ST LOUIS,MO63119 		  PC CULTURAL COMPETENCY 2025-2026 6,750

ST MARY'S HIGH SCHOOL
4701 S GRAND BLVD
ST LOUIS,MO63111 		  PC CULTURAL COMPETENCY 2025-2026 6,750

ST JOHN VIANNEY HIGH SCHOOL
1312 S KIRKWOOD RD
ST LOUIS,MO63123 		  PC CULTURAL COMPETENCY 2025-2026 6,750

COR JESU ACADEMY
10230 GRAVOIS RD
ST LOUIS,MO63123 		  PC BRIDGE PROGRAM 43,750

MISSOURI COLLEGE AND CAREER ATTAINMENT NETWORK
55 VANDIVER DRIVE
COLUMBIA,MO65202 		  PC COLLEGE ATTAINMENT FOR UNDERSERVED STUDENTS 396,000

QUEST SCHOLARSHIP FUND
2 OAK KNOLL PARK
ST LOUIS,MO63105 		  PC SUPPORING 50% OF PROGRAM FEE FOR FACES OF AMERICA QUEST SCHOLARSHIPS 75,000

ST LOUIS YOUTH JOBS
3016 LOCUST ST SUITE 105
ST LOUIS,MO63103 		  PC PROGRAMMING CONNECTING LOW-INCOME YOUNG PEOPLE TO EMPLOYMENT 50,000

HARRIS HOUSE
2706 S RIVER ROAD
ST CHARLES,MO63303 		  PC SOUTH BROADWAY RENOVATION 6,000,000

INCARNATE WORD ACADEMY
2788 NORMANDY DRIVE
ST LOUIS,MO63121 		  PC RISING FEMALE SCHOLARSHIPS 45,000

LUTHERAN NORTH HIGH SCHOOL
5401 LUCAS AND HUNT RD
ST LOUIS,MO63121 		  PC RISING FEMALE SCHOLARSHIPS 45,000

NOTRE DAME HIGH SCHOOL
530 E LOCKWOOD AVE
ST LOUIS,MO63119 		  PC RISING FEMALE SCHOLARSHIPS 45,000

ROSATI KAIN
4389 LINDELL BLVD
ST LOUIS,MO63108 		  PC RISING FEMALE SCHOLARSHIP 22,500

MERCY HOSPITAL SOUTH
10010 KENNERLY ROAD
ST LOUIS,MO63128 		  PC MERCY SOUTH ED RENOVATION 27,500,000
Total ................................. right arrow 3b 36,644,500
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 8,325,590  
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 22,756,939  
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 31,082,529 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
31,082,529
(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
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,930 6,930   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN TOWER CORPORATION SENIOR UNSECURED NOTES 920,236 920,236
APPLE INC SENIOR UNSECURED NOTES 916,470 916,470
ARCELORMITTAL SENIOR UNSECURED NOTES 919,191 919,191
ARROW ELECTRONICS INC SENIOR UNSECURED NOTES 930,273 930,273
ASSURED GUARANTY US HOLDINGS INC SENIOR UNSECURED NOTES 905,147 905,147
ATHENE HOLDING LTD SENIOR UNSECURED NOTES 901,570 901,570
ATMOS ENERGY CORPORATION SENIOR UNSECURED NOTES 914,556 914,556
BANK OF AMERICA CORPORATION FIX-TO-FLOAT SENIOR UNSECURED NOTES 906,889 906,889
CENTENE CORPORATION SENIOR UNSECURED NOTES 921,690 921,690
CHARLES SCHWAB CORPORATION FIX-TO-FLOAT BONDS 918,297 918,297
ELEVANCE HEALTH INC SENIOR UNSECURED NOTES 929,024 929,024
EXPEDIA GROUP INC SENIOR UNSECURED NOTES 926,295 926,295
GOLDMAN SACHS GROUP INC FIX-TO-FLOAT SENIOR UNSECURED NOTES 905,163 905,163
J P MORGAN CHASE & COMPANY SUBORDINATED NOTES 922,963 922,963
JACOBS ENGINEERING GROUP SENIOR UNSECURED NOTES 911,943 911,943
JEFFERIES GROUP INC SENIOR UNSECURED NOTES 926,693 926,693
JOHN DEERE CAPITAL CORPORATION SENIOR UNSECURED MEDIUM TERM NOTES 911,031 911,031
KEYSIGHT TECHNOLOGIES SENIOR UNSECURED NOTES 910,928 910,928
KYNDRYL HOLDINGS INC SENIOR UNSECURED NOTES 1,018,267 1,018,267
MARATHON PETROLEUM CORPORATION SENIOR UNSECURED NOTES 923,964 923,964
NASDAQ INC SENIOR UNSECURED NOTES 938,705 938,705
OVINTIV EXPLORATION INC SENIOR UNSECURED NOTES 928,228 928,228
QUANTA SERVICES INC SENIOR UNSECURED NOTES 915,489 915,489
REINSURANCE GROUP OF AMERICA INC SENIOR UNSECURED NOTES 925,329 925,329
SONOCO PRODUCTS COMPANY SENIOR UNSECURED NOTES 922,787 922,787
TRIMBLE INC SENIOR UNSECURED NOTES 924,084 924,084
UNITED RENTALS NORTH AMERICA SENIOR SECURED NOTES 910,119 910,119
VERISIGN INC SENIOR UNSECURED NOTES 923,742 923,742
VMWARE INC SENIOR UNSECURED NOTES 928,595 928,595
VONTIER CORPORATION SENIOR UNSECURED NOTES 923,543 923,543
WELLS FARGO & COMPANY SENIOR UNSECURED NOTES 920,674 920,674
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP SENIOR UNSECURED NOTES 916,028 916,028
BROOKFIELD FINANCE INC SENIOR UNSECURED NOTES 915,734 915,734
CBRE SERVICES INC SENIOR UNSECURED NOTES 928,269 928,269
POLARIS INC SENIOR UNSECURED NOTES 920,850 920,850
TORONTO-DOMINION BANK SUBORDINATED NOTES 927,210 927,210
TRUIST FINANCIAL CORPORATION SENIOR UNSECURED NOTES 906,332 906,332
WESTPAC BANKING CORPORATION SUBORDINATED NOTES 913,575 913,575
WYETH LLC SENIOR NOTES 897,946 897,946
ALLY BANK [57803] 248,930 248,930
AMAZON.COM INC 243,550 243,550
AMAZON.COM INC 277,467 277,467
AMAZON.COM INC 227,599 227,599
AMAZON.COM INC 213,266 213,266
AMAZON.COM INC 201,262 201,262
AMERICAN EXPR NATL BK [27471] 257,240 257,240
APEX BANK [9176] 248,841 248,841
APPLE INC 180,719 180,719
APPLE INC 197,410 197,410
BMO BANK NA [16571] 254,441 254,441
BRANDYWINEGLOBAL CORPORATE CREDIT IS 4,761,054 4,761,054
CAPITAL ONE NA [4297] 246,425 246,425
CELTIC BANK [57056] 255,332 255,332
CITIBANK NA [7213] 246,983 246,983
DISCOVER BANK [5649] 51,447 51,447
EXXON MOBIL CORPORATION 274,125 274,125
FFCB 321,455 321,455
FFCB 283,314 283,314
FFCB 268,118 268,118
FFCB 187,718 187,718
FFCB 201,563 201,563
FHLB 199,478 199,478
FHLB 135,318 135,318
FIRST FED S&L BANK [28635] 244,574 244,574
JOHNSON & JOHNSON 95,403 95,403
MICROSOFT CORP 346,632 346,632
MORGAN STANLEY PVT BANK [34221] 254,436 254,436
REGIONS BANK [57293] 243,487 243,487
SYNCHRONY BANK [27314] 258,033 258,033
TVA 278,235 278,235
WALMART INC 237,586 237,586
MERRICK BANK 248,230 248,230
SBAP 116,586 116,586

TY 2024 InvestmentsCorpStockSchedule
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CLASS A 706,657 706,657
AMAZON.COM INC. 1,313,269 1,313,269
APPLE INC 1,887,165 1,887,165
AUTODESK INC 476,459 476,459
AXON ENTERPRISE INC 1,027,579 1,027,579
BOSTON SCIENTIFIC CORPORATION 626,937 626,937
BROADCOM INC 540,651 540,651
COSTCO WHOLESALE CORPORATION 430,647 430,647
DECKERS OUTDOOR CORPORATION 676,493 676,493
ELI LILLY & CO 416,880 416,880
FAIR ISAAC CORP 529,587 529,587
GRAINGER WW INC 478,539 478,539
INTUITIVE SURGICAL INC 702,558 702,558
MASTERCARD INC CLASS A 543,947 543,947
META PLATFORMS INC CL A 1,209,664 1,209,664
MICROSOFT CORPORATION 1,312,551 1,312,551
NATERA INC 651,563 651,563
NETFLIX INC. 934,995 934,995
NVIDIA CORPORATION 1,454,361 1,454,361
SERVICENOW INC 439,950 439,950
TAKE TWO INTERACTIVE SOFTWARE INC. 593,474 593,474
ORACLE CORPORATION 292,120 292,120
SALESFORCE INC 303,572 303,572
SPOTIFY TECHNOLOGY SA 490,328 490,328
TAIWAN SEMICONDUCTOR MANUFACTURING CO 431,121 431,121
THE TRADE DESK INC CLASS A 427,574 427,574
UNITED RENTALS INC 540,305 540,305
US FOODS HOLDINGS CORPORATION 656,386 656,386
VISTRA CORPORATION 565,681 565,681
WILLIS TOWERS WATSON PUB LTD COMPANY 277,217 277,217
XPO INC 548,994 548,994
ISHARES MSCI EAFE SMALL-CAP ETF 5,617,614 5,617,614
VANGUARD FTSE DEVELOPED MARKETS INDEX ETF 431,521 431,521
VANGUARD FTSE EMERGING MARKETS INDEX ETF 10,024,285 10,024,285
VANGUARD S&P 500 ETF 25,591,598 25,591,598
VANGUARD SMALL-CAP INDEX ETF 513,708 513,708
VANGUARD MID-CAP ETF 353,670 353,670
ADDUS HOMECARE CORP 355,994 355,994
AGILENT TECHNOLOGIES, INC. 365,405 365,405
AMERICAN FINACIAL GROUP, INC. 372,450 372,450
AMETEK, INC. 304,639 304,639
ASBURY AUTOMOTIVE GROUP, INC. 235,739 235,739
AXOS FINANCIALS, INC. 163,449 163,449
BOOZ ALLEN HAMILTON HOLDING CORPORATION 341,055 341,055
BUILDERS FIRSTSOURCE, INC. 460,235 460,235
CBIZ, INC. 516,347 516,347
CHENIERE ENERGY, INC 277,182 277,182
CHURCHILL DOWNS INCORPORATED 247,049 247,049
CINTAS CORPORATION 528,003 528,003
COLLIERS INTERNATIONAL GROUP INC. 344,004 344,004
COMFORT SYSTEMS USA, INC. 150,541 150,541
COPART, INC. 591,691 591,691
D.R. HORTON, INC. 412,469 412,469
ENTEGRIS, INC. 248,641 248,641
EXPONENT, INC. 147,015 147,015
FAIR ISAAC CORPORATION 541,533 541,533
FERGUSON ENTERPRISES INC. 275,976 275,976
FIRSTSERVICE CORPORATION 365,660 365,660
FORTINET, INC. 552,708 552,708
GARTNER, INC 431,178 431,178
GODADDY INC. 403,622 403,622
HCA HEALTHCARE, INC. 360,180 360,180
HOULIHAN LOKEY, INC. 501,877 501,877
ICF INTERNATIONAL INC. 244,381 244,381
KINSALE CAPITAL GROUP, INC. 152,098 152,098
LPL FINANCIAL HOLDINGS INC. 480,949 480,949
MEDPACE HOLDINGS, INC. 441,866 441,866
MOLINA HEALTHCARE, INC. 229,930 229,930
MURPHY USA INC. 421,470 421,470
ONEMAIN HOLDINGS, INC. 383,103 383,103
PATRICK INDUSTRIES, INC. 216,839 216,839
SERVICE CORPORATION INTERNATIONAL 326,703 326,703
SOMNIGROUP INTERNATIONAL INC. 340,140 340,140
TETRA TECH, INC. 216,331 216,331
TFI INTERNATIONAL INC. 399,866 399,866
THE CARLYLE GROUP INC. 320,107 320,107
THE DESCARTES SYSTEMS GROUP INC. 440,768 440,768
TOPBUILD CORP. 351,814 351,814
TYLER TECHNOLOGIES, INC. 155,116 155,116
UNITED RENTALS, INC. 331,087 331,087
VICTORY CAPITAL HOLDINGS, INC. 490,295 490,295
31 GROUP PLC SHS 402,958 402,958
ABB LTD SPON ADR 281,870 281,870
ABBOTT LABS 454,024 454,024
ABBVIE INC SHS 747,939 747,939
ACCENTURE PLC SHS 436,220 436,220
ADIDAS AG SPONSORED ADR 155,866 155,866
ADVANCED ENERGY INDS INC 406,671 406,671
AIA GROUP LTD SPONSORED ADR 182,056 182,056
AIR PRODUCTS&CHEM 764,835 764,835
AIRBUS SE 380,823 380,823
AKAMAI TECHNOLOGIES INC 244,864 244,864
ALBANY INTL CRP NEW CL A 281,175 281,175
ALEXANDRIA REAL EST EQTS REIT 123,206 123,206
ALIBABA GROUP HOLDING LT 145,415 145,415
ALPHABET INC SHS CL A 691,134 691,134
ALPHABET INC SHS CL C 610,170 610,170
AMAZON COM INC COM 1,419,453 1,419,453
AMER EXPRESS COMPANY 828,341 828,341
ANALOG DEVICES INC COM 729,375 729,375
ANDRITZ AG SHS 75,222 75,222
ANGLO AMERICAN PLC SHS ADR 162,250 162,250
ANHEUSER-BUSCH INBEV ADR 225,165 225,165
APPLE INC 131,471 131,471
ARCHROCK INC 446,103 446,103
ARCOS DORADOS HOLDNG INC CL A SHARES 132,693 132,693
ARM HLDGS PLC SPONSORED ADR 129,528 129,528
ASML HLDG NV NY REG SHS 900,311 900,311
ASTRAZENECA PLC SPND ADR 800,589 800,589
AUTODESK INC DEL PV$0.01 619,810 619,810
AVALONBAY CMMUN INC REIT 188,954 188,954
AXA -SPONS ADR 421,481 421,481
BAE SYS PLC SPN ADR 185,198 185,198
BANCO BILBAO VIZCAYA ARGENTARIA S A ADR 415,015 415,015
BASF SE SPONSORED ADR 148,134 148,134
BECTON DICKINSON CO 346,884 346,884
BHP GROUP LTD 190,828 190,828
BIO RAD LABS CL A 283,504 283,504
BLOCK INC 225,478 225,478
BNP PARIBAS SPONSORD ADR 240,473 240,473
BOEING COMPANY 915,267 915,267
BP PLC SPON ADR 213,364 213,364
BRENNTAG SE ADR 145,780 145,780
BRISTOL-MYERS SQUIBB CO 751,682 751,682
BUNZL PLC ADR 391,783 391,783
CABOT CORP 215,400 215,400
CAPGEMINI SE SHS ADR 237,802 237,802
CAPITAL ONE FINL 533,533 533,533
CARLSBERG AS SPONSOREDAD 114,611 114,611
CARREFOUR SA SPONSORED ADR 81,362 81,362
CELLNEX TELECOM SAU-UNSP ADR 262,364 262,364
CENCORA INC 233,443 233,443
CENTRAL JAPAN RAILWAY AD 186,850 186,850
CHECK POINT SOFTWRE TECH 150,854 150,854
CHEVRON CORP 800,676 800,676
CHUBB LTD 364,163 364,163
CIE FINANCIERE RICHEMONT SA SHS 359,887 359,887
CIGNA GROUP/THE 397,918 397,918
CIRRUS LOGIC INC DEL 302,225 302,225
CME GROUP INC 263,813 263,813
CMS ENERGY CORP 270,199 270,199
CNH INDUSTRIAL NV REG. SHS 252,466 252,466
COCA COLA COM 394,853 394,853
COCA COLA FEMSA SP ADR 176,031 176,031
COCA-COLA HBC AG SHS ADR 116,516 116,516
COCHLEAR LTD-ADR 61,100 61,100
COMCAST CORP NEW CL A 645,216 645,216
COMPASS GROUP PLC SHS ADR 641,200 641,200
CONNECTONE BANCORP INC 159,820 159,820
CONOCOPHILLIPS 889,059 889,059
CORNING INC 374,458 374,458
CVS HEALTH CORP 310,459 310,459
DAITO TR CONSTRUCTION CO LTD SHS SPON ADR 427,739 427,739
DANONE-SPONS ADR 394,681 394,681
DARLING INGREDIENTS INC 252,877 252,877
DBS GROUP HLDGS SPN ADR 262,994 262,994
DEERE CO 824,097 824,097
DENNYS CORP 148,667 148,667
DEUTSCHE BK AG REG SHS 234,949 234,949
DEUTSCHE TELE AG SPN ADR 251,188 251,188
DIAGEO PLC SPSD ADR NEW 357,362 357,362
DIGI INTL INC 259,162 259,162
DIODES INC COM 80,664 80,664
DISNEY (WALT) CO COM STK 597,615 597,615
DOMINION ENERGY INC 429,426 429,426
DOVER CORP 620,581 620,581
EASTGROUP PROPERTIES INC REIT 237,044 237,044
EATON CORP PLC 588,737 588,737
EIFFAGE SA SHS 204,786 204,786
ELI LILLY & CO 319,608 319,608
ENERSYS 306,775 306,775
ENTEGRIS INC MINNESOTA 165,133 165,133
EOG RESOURCES INC 596,719 596,719
ERSTE GROUP BK SP ADR 398,660 398,660
ESSILORLUXOTTICA SA 399,900 399,900
EXPEDITORS INTL WASH INC 228,075 228,075
EXXON MOBIL CORP COM 527,954 527,954
FACTSET RESH SYS INC 252,147 252,147
FB FINL CORP 384,110 384,110
FIRSTCASH HLDGS INC 228,749 228,749
FORMFACTOR INC 260,700 260,700
FOUR CORNERS PROPERTY TR INC SHS 237,692 237,692
FRANKLIN EL CO PV10CT INDIANA 349,261 349,261
GALLAGHER ARTHUR J & CO 344,026 344,026
GENL DYNAMICS CORP COM 629,214 629,214
GENMAB A/S SHS 66,179 66,179
GLENCORE PLC 190,061 190,061
GSK PLC SHS ADR 308,438 308,438
HACKETT GROUP INC/THE 304,097 304,097
HARTFORD FINL SVCS GROUP 85,441 85,441
HDFC BANK LTD ADR 258,761 258,761
HERMES INTERNATIONAL-ADR 204,371 204,371
HERSHEY COMPANY 247,251 247,251
HEXCEL CORP NEW COM 258,199 258,199
HIKMA PHARMACEUTICALS PLC SHS 134,620 134,620
HITACHI LTD 10 NEW ADR 756,243 756,243
HOLCIM LTD NEW ADR 472,967 472,967
HOME DEPOT INC 639,889 639,889
HORACE MANN EDUCTRS NEW 106,666 106,666
HSBC HLDG PLC SP ADR 189,481 189,481
IBERDROLA S A ADR 314,905 314,905
ICON PLC 294,852 294,852
ILLUMINA INC COM 202,449 202,449
INDUSTRIA DE DISENO TEXTIL INDITEX SA SH 486,782 486,782
INFINEON TECHS AG SPDADR 431,611 431,611
INPEX CORP SHS 52,463 52,463
INSPERITY INC 207,029 207,029
INTERCONTINENTAL HOTELS GROUP PLC 195,625 195,625
INTESA SANPAOLO SPON ADR 776,253 776,253
INTL BUSINESS MACHINES CORP IBM 233,020 233,020
INTUITIVE SURGICAL INC NEW 321,527 321,527
IPSEN SHS 164,897 164,897
ITAU UNIBANCO BANCO HOLD SA SPONSORED ADR 77,812 77,812
JACK IN THE BOX INC 182,383 182,383
JOHNSON AND JOHNSON COM 585,422 585,422
KBC GROUPE SA SHS 554,907 554,907
KIMBALL ELECTRONICS INC SHS 212,717 212,717
KOMATSU NEW NEW SPNSDADR 92,997 92,997
KONINKLIJKE AHOLD DELHAIZE NV SP ADR 175,432 175,432
LEGRAND SA-UNSP 486,593 486,593
LITTELFUSE INC DEL COM 223,396 223,396
LOGITECH INTERNATIONAL 167,418 167,418
LOWE'S COMPANIES INC 731,762 731,762
LULULEMON ATHLETICA INC 258,127 258,127
LUXFER HOLDINGS PLC REG SHS 228,800 228,800
MAKITA CORP SPOND ADR 80,870 80,870
MARSH & MCLENNAN COS INC 176,513 176,513
MARUBENI CORP ADR 265,615 265,615
MAZDA MOTOR CORP SHS 71,326 71,326
MCDONALDS CORP COM 620,075 620,075
MEDTRONIC PLC SHS 336,375 336,375
MERCADOLIBRE INC 494,828 494,828
MERCK AND CO INC SHS 295,157 295,157
MERITAGE HOMES CORP 213,964 213,964
META PLATFORMS INC CLASS A COMMON STOCK 1,625,961 1,625,961
METLIFE INC COM 201,015 201,015
MICROCHIP TECHNOLOGY INC 338,594 338,594
MICROSOFT CORP 1,584,840 1,584,840
MITSUBISHI UFJ FINL GRP INC 940,729 940,729
MONDELEZ INTERNATIONAL INC 276,251 276,251
MONOLITHIC PWR SYSTEMS INC 144,375 144,375
MONSTER BEVERAGE SHS 495,220 495,220
MOOG INC CL A 356,871 356,871
MORGAN STANLEY 926,431 926,431
MURATA MANUFACTURING CO LTD SHS 393,907 393,907
NATIONAL GRID PLC SHS ADR 317,540 317,540
NETFLIX COM INC 1,305,784 1,305,784
NEW ORIENTAL EDUCATION AND TECH GROU ADR 137,345 137,345
NEXANS SHS ADR 302,454 302,454
NEXTERA ENERGY INC SHS 464,121 464,121
NICE LTD ADR 84,580 84,580
NITTO DENKO CORP ADR 285,094 285,094
NOBLE CORP PLC REG SHS CL A 119,760 119,760
NORFOLK SOUTHERN CORP 747,050 747,050
NORTHROP GRUMMAN CORP 244,969 244,969
NOV INC 214,897 214,897
NOVARTIS ADR 710,460 710,460
NOVO NORDISK A S ADR 963,166 963,166
NVIDIA 2,116,948 2,116,948
NXP SEMICONDUCTORS N.V. 317,803 317,803
OLYMPUS CORP SHS ADR 334,235 334,235
ORACLE CORP $0.01 DEL 1,101,490 1,101,490
OXFORD INDUSTRIES 220,348 220,348
PANDORA A /S ADR 127,317 127,317
PAPA JOHNS INTL INC 194,097 194,097
PARKER HANNIFIN CORP 457,942 457,942
PAYPAL HOLDINGS INC SHS 213,034 213,034
PEBBLEBROOK HOTEL TRUST 152,275 152,275
PENN ENTERTAINMENT INC 236,155 236,155
PEPSICO INC 295,605 295,605
PHILIP MORRIS INTL INC 782,756 782,756
PNC FINCL SERVICES GROUP 663,790 663,790
PPG INDUSTRIES INC SHS 224,566 224,566
PROCTER & GAMBLE CO 557,939 557,939
PROGRESSIVE CRP OHIO 248,955 248,955
PROLOGIS INC 299,660 299,660
PUB SVC ENTERPRISE GRP 338,805 338,805
QUALCOMM INC 315,382 315,382
RAYMOND JAMES FINL INC 279,283 279,283
RECKITT BENCKISER GROUP PLC SHS SPONSORE ADR 302,003 302,003
RECRUIT HOLDINGS CO.LTD. SHS ADR 307,480 307,480
REGENERON PHARMACTCLS 321,973 321,973
RELX PLC 466,100 466,100
REPUBLIC SERVICES INC 188,506 188,506
RIO TINTO PLC SPNSRD ADR 554,167 554,167
ROCHE HLDG LTD SPN ADR 537,710 537,710
RTX CORP CORP 464,616 464,616
SALESFORCE INC 703,765 703,765
SANMINA CORP 406,499 406,499
SANOFI ADR 730,009 730,009
SAP SE SHS 1,268,228 1,268,228
SCHNEIDER ELEC SE ADR 915,262 915,262
SCHWAB CHARLES CORP NEW 851,559 851,559
SEAGATE TECH HLDGS PUB LTD CO 288,621 288,621
SEI INVT CO PA PV $0.01 255,935 255,935
SENSATA TECHNOLOGIES HLDG PLC REGISTE 122,314 122,314
SHELL PLC 1,069,310 1,069,310
SHINHAN FINL GRP SP ADR 257,056 257,056
SHOPIFY INC CL A 546,324 546,324
SIEMENS AG ADR 731,094 731,094
SMC CORP JAPAN SPONSORED ADR 190,157 190,157
SOMPO HOLDINGS, INC 269,860 269,860
SONY GROUP CORP 1,048,372 1,048,372
STARBUCKS CORP 328,774 328,774
STD CHARTERED- UNSP 255,962 255,962
STEELCASE INC 'A' 175,066 175,066
SVENSKA HANDELSBANKEN AB SHS 287,105 287,105
TAIWAN S MANUFCTRING ADR 965,331 965,331
TELEDYNE TECH INC 244,132 244,132
TENCENT HOLDINGS LTD ADR 547,435 547,435
TESLA INC 2,051,507 2,051,507
TEXAS INSTRUMENTS 571,530 571,530
THERMO FISHER SCIENTIFIC INC 249,190 249,190
TJX COS INC NEW 633,528 633,528
TOTALENERGIES SE 377,086 377,086
TRAVELERS COS INC 284,973 284,973
TRAVELSKY TECHNOLOGY LTD SPON ADR 126,352 126,352
TRIUMPH BANCORP INC SHS 247,921 247,921
UBS GROUP AG NAMEN-AKT 483,786 483,786
UNICREDITO SPA ADR 270,529 270,529
UNILEVER PLC NEW ADR 1,212,643 1,212,643
UNION PACIFIC CORP 470,675 470,675
UNITED FIRE GROUP INC 153,772 153,772
UNITED PARCEL SVC CL B 566,063 566,063
UNITEDHEALTH GROUP INC 1,081,023 1,081,023
UNIVERSAL MUSIC GRO-UNSP 155,557 155,557
VENTAS INC REIT 297,395 297,395
VERIZON COMMUNICATNS COM 226,543 226,543
VERTEX PHARMCTLS INC 506,999 506,999
VESTAS WIND SYTS AS ADR 154,767 154,767
VIAVI SOLUTIONS INC 327,048 327,048
VISA INC CL A SHRS 1,078,961 1,078,961
WALMART INC 495,570 495,570
WELLS FARGO & CO 1,373,122 1,373,122
WESBANCO INC 244,733 244,733
WIX COM LTD 246,303 246,303
WORKDAY INC CL A 196,361 196,361
WSFS FINANCIAL CORP 367,660 367,660
XCEL ENERGY INC 343,002 343,002
YUM BRANDS INC 446,619 446,619
YUM CHINA HOLDINGS INC SHS 82,467 82,467
ALLIANZ SE - UNSP 223,736 223,736
AMBEV SA SHS ADR 105,004 105,004
ARES MANAGEMENT CORP - A 460,278 460,278
ASAHI KASEI CORP ADR 80,540 80,540
ASSOC BRIT FOODS ADR NEW 76,943 76,943
BANK NEW YORK MELLON CORP 243,628 243,628
BERKELEY (THE) GROUP HOLDINGS PLC SHS UN ADR 176,918 176,918
BLACKROCK INC REG SHS 541,258 541,258
BLACKSTONE INC 586,400 586,400
BUREAU VERITAS ADR 466,990 466,990
CENTRICA PLC SPR ADR NEW 133,506 133,506
CRH PLC 80,955 80,955
CSL LTD SHS ADR 117,681 117,681
DAIICHI SANKYO CO LTD ADR 64,814 64,814
DAIWA HOUSE IND LTD ADR 168,574 168,574
ENEOS HOLDINGS, INC. SHS ADR 117,427 117,427
ENGIE SHS 207,144 207,144
EVOLUTION GAMING GROUP- ADR 75,928 75,928
FERGUSON ENTERPRISES INC REG SHS 264,347 264,347
FERRARI NV 220,067 220,067
GIVAUDAN SA UNSP ADR 116,161 116,161
GOLDMAN SACHS GROUP INC 305,206 305,206
HALEON PLC SHS ADR 312,521 312,521
HELEN OF TROY LTD 189,482 189,482
HONEYWELL INTL INC DEL 464,204 464,204
HOYA CORP ADR 283,464 283,464
ITOCHU CORP ADR 280,009 280,009
KANSAI ELEC PWR CO INC SHS 147,394 147,394
KONGSBERG GRUPPEN ASA 202,187 202,187
LIBERTY MEDIA CORP REG SHS SERIES SER -C- CL C 397,975 397,975
LLOYDS BANKING GROUP PLC ADR 700,680 700,680
MS&AD INS GROUP HLDGS UNSP ADR 366,759 366,759
NATWEST GROUP PLC SHS ADR 299,313 299,313
NETEASE.COM INC ADR 142,558 142,558
NEXT GROUP PLC-UNSPON 136,676 136,676
NIDEC CORPORATION ADR 143,924 143,924
NIKE INC CL B 196,591 196,591
NIPPON SANSO HLDGS ADR 38,065 38,065
NU HOLDINGS LTD REG SHS CL A 196,208 196,208
ORIX CORPORATION SP ADR 186,540 186,540
OVERSEA-CHINESE BANK-UNS ADR 100,908 100,908
PIRAEUS FINL HOLDINGS SOCIETE ANONY ADR 81,654 81,654
QBE INS GROUP LTD SPONSORED ADR 157,569 157,569
ROYAL KPN N V SP ADR 124,412 124,412
S & T BANCORP INC 262,915 262,915
SAFRAN SA-UNSPON ADR 200,506 200,506
SIEMENS ENERGY AG-UNSP 263,540 263,540
SINGAPORE EXCHANGE LTD SHS 150,959 150,959
SPOTIFY TECH S.A. REG SHS 206,690 206,690
SUBARU CORP SHS ADR 74,995 74,995
SUMITOMO CORP SP ADR 243,368 243,368
TDK CORP AMERN DEP SHR 120,463 120,463
TECK RESOURCES LTD CLS B 150,164 150,164
TELENOR ASA ADR 96,238 96,238
TENCENT MUSIC ENTERTAINMENT GROUP 267,009 267,009
TESCO PLC 284,073 284,073
TEVA PHARMACTCL INDS ADR 140,792 140,792
THK CO LTD SHS 105,661 105,661
TOKIO MARINE HOLDINGS INC, TOKYO ADR 205,530 205,530
TOKYO ELECTRON LTD SHS 50,125 50,125
TORO COMBINECO INC 154,160 154,160
TRUIST FINL CORP 531,795 531,795
UCB UNSPOND ADR 129,296 129,296
UNITED UTILS GROUP ADR GBP PAR ORDINARY 80,035 80,035
VAREX IMAGING CORP REG SHS WHEN I 212,474 212,474
VINCI SA ADR 121,382 121,382
WARTSILA OYJ SHS 78,112 78,112
WH GROUP LTD SHS ADR 113,563 113,563
WILLIS TOWERS WATSON PLC LTD CO 260,302 260,302
YOKOGAWA ELEC ADR 79,437 79,437
CHOCOLADEFABRIKEN - UNSP 420,439 420,439
PT BANK CENT ASIA TBK SHS 279,725 279,725
FUJITSU LTD NEW ADR 449,325 449,325

TY 2024 InvestmentsGovtObligationsSch
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
US Government Securities - End of Year Book Value:

11,377,388
US Government Securities - End of Year Fair Market Value:

11,377,388
State & Local Government Securities - End of Year Book Value:


12,969,887
State & Local Government Securities - End of Year Fair Market Value:


12,969,887


TY 2024 InvestmentsOtherSchedule2
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ANGEL OAK MULTI STRATEGY INCOME FUND CL INSTL FMV 5,917,918 5,917,918
HARTFORD FLOATING RATE FUND CL I FMV 5,943,657 5,943,657
INVESCO DEVELOPING MARKETS FD CL Y FMV 10,696,198 10,696,198
BLACKSTONE REAL ESTATE INCOME TRUST INC CLASS I ADVISORY CLASS FMV 6,944,928 6,944,928
STIEVEN'S FIN OFFSHORE FUND FMV 7,175,467 7,175,467
BLACKROCK Q-BLK REAL ASSETS II FMV 311,293 311,293
DARWIN VENTURE CAPITAL FOF LP FMV 112,427 112,427
PARK STREET CAPITAL PE VIII LP FMV 41,680 41,680
PORTFOLIO ADVISORS PE FUND IV FMV 30,023 30,023
STARK SHEPHERD - CONSOLIDATED FMV 2,908 2,908
NEWBURY ENERGY PARTNERS LP FMV 42,169 42,169
PARK STREET NRF II, LP FMV 40,148 40,148

TY 2024 LegalFeesSchedule
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 10,620 1,062   9,558


TY 2024 OtherAssetsSchedule
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST RECEIVABLE 558,806 636,223 626,223
INSURANCE PROCEEDS RECEIVABLE 20,563 20,562 20,562
RIGHT OF USE ASSET 47,429 26,527 26,527


TY 2024 OtherExpensesSchedule
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 1,573 0   1,573
INSURANCE 21,926 0   21,926
DUES 2,000 0   2,000
MEETINGS 4,307 0   4,307
POSTAGE 273 27   246
REPAIRS & MAINTENANCE 695 0   695
COMPUTER SERVICE 11,393 1,139   10,254


TY 2024 OtherIncomeSchedule2
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 INCOME - NON-UBI   11,843  


TY 2024 OtherIncreasesSchedule
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Description Amount
UNREALIZED GAINS/LOSSES ON INVESTMENTS 5,683,021


TY 2024 OtherLiabilitiesSchedule
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY 50,855 28,714


TY 2024 OtherProfessionalFeesSchedule
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BROKERAGE FEES 1,206,767 1,206,767   0
OTHER FEES 43,067 4,307   38,760


TY 2024 TaxesSchedule
Name:
BONIFACE FOUNDATION
EIN:
43-1841204
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 415,169 0   0