SAGE CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAGE CHARITABLE FOUNDATION (EIN 20-8087947)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349106543
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:23:26-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTH 4TH ST SUITE 300 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208087947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KEITH HERMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEITH HERMAN | InCareOfNm |
| Business Name Control | SAGE | BusinessNameControlTxt |
| Phone | 3142419090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S BROADWAY SUITE 2000 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD K WEIL JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3143454711 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD K | PersonFirstNm |
| Person Last | WEIL JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK D SCHMIEDELER | PreparerPersonNm |
| PTIN | P00362904 | PTIN |
| Phone | 3143424900 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,667,393 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,625 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $273 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $273 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,868 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $353,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,868 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $219,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $216,971 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,289 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,289 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,013 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,013 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,383 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $68 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $68 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,763 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,337 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $256,337 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $238,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,751 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,907 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $234,114 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,391 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,391 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,784,618 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,584,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,559,002 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,048,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,692,562 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,667,393 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,744,099 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,692,562 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,744,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,692,562 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,744,099 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,692,562 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,744,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,741 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,707,358 | SubtotalAmt |
| Other Decreases | $14,796 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,692,562 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 871 SHS ABRDN EMERGING MARKETS INSTL | 2021-12-22 | 2022-11-03 | $10,105 | $14,855 | -$4,750 | -$4,750 | |
| 1,208 SHS DFA US TARGETED VALUE | 2022-11-03 | $33,759 | $35,400 | -$1,641 | -$1,641 | ||
| 7,301 SHS ABRDN EMERGING MARKETS INSTL | 2022-11-03 | $84,679 | $81,342 | $3,337 | $3,337 | ||
| 1,672 SHS DFA US TARGETED VALUE | 2022-11-03 | $46,734 | $36,620 | $10,114 | $10,114 | ||
| 155 SHS VANGUARD TOTAL STOCK MARKET | 2008-07-31 | 2022-11-03 | $29,073 | $9,927 | $19,146 | $19,146 | |
| 591 SHS VANGUARD TOTAL STOCK MARKET | 2022-12-27 | $112,938 | $32,091 | $80,847 | $80,847 | ||
| CAPITAL GAIN DIVIDENDS | $35,899 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,899 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,899 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,899 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,899 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,899 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,868 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,860 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,860 | SubtotalAmt |
| Tax Based On Investment Income | $2,860 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $24 | OverpaymentAmt |
| Applied To ES Tax | $24 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH HERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3142419090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH BROADWAY SUITE 2000 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD K WEIL JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 FOREST RIDGE | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,746,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $197,686 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,944,196 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,944,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,163 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,885,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,860 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,860 | TotalTaxAmt |
| Distributable Before Adj | $191,392 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $191,392 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $191,392 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $238,302 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $238,302 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,327 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $74,532 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,511 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $108,528 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,047 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $443,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $238,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $191,392 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,910 | RemainingDistriFromCorpusAmt |
| Total Corpus | $490,855 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $46,327 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $444,528 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,532 | ExcessFromYear4Amt |
| Excess From Year3 | $93,511 | ExcessFromYear3Amt |
| Excess From Year2 | $108,528 | ExcessFromYear2Amt |
| Excess From Year1 | $121,047 | ExcessFromYear1Amt |
| Excess From Current Year | $46,910 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD K WEIL JR | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF ST LOUIS | ||||||
| 12 Millstone Campus Dr | ST LOUIS | MO | 63146 | PC | RELIGIOUS | $25,000 |
| ARCH CITY DEFENDERS | ||||||
| 440 N 4TH STREET 390 | SAINT LOUIS | MO | 63102 | PC | CIVIL RIGHTS | $12,000 |
| OPERA THEATRE OF ST LOUIS | ||||||
| 210 HAZEL AVENUE | SAINT LOUIS | MO | 63119 | PC | ARTS | $5,000 |
| WASHINGTON UNIVERSITY | ||||||
| 1 BROOKINGS DRIVE | SAINT LOUIS | MO | 63130 | PC | EDUCATION | $50,000 |
| CITY ACADEMY | ||||||
| 4175 N KINGSHIGHWAY BOULEVARD | SAINT LOUIS | MO | 63115 | PC | EDUCATION | $10,000 |
| ST LOUIS PUBLIC RADIO | ||||||
| 3651 OLIVE STREET | ST LOUIS | MO | 63108 | PC | MEDIA | $18,000 |
| THE FOUNDATION FOR BARNES-JEWISH HOSPITAL | ||||||
| 1001 HIGHLANDS PLAZA DRIVE WEST SU | ST LOUIS | MO | 63110 | PC | HEALTHCARE | $10,000 |
| CENTRAL REFORM CONGREGATION | ||||||
| 5020 WATERMAN BLVD | ST LOUIS | MO | 63108 | PC | RELIGIOUS | $5,000 |
| COVENANT PLACE FOUNDATION | ||||||
| 8 MILLSTONE CAMPUS SUITE 2000 | ST LOUIS | MO | 63146 | PC | HEALTHCARE | $1,000 |
| FLANCE EARLY LEARNING CENTER | ||||||
| 1908 OFALLON ST | ST LOUIS | MO | 63106 | PC | EDUCATION | $1,000 |
| BALLET HISPANICO | ||||||
| 167 West 89th Street | New York | NY | 10024 | PC | ARTS | $1,000 |
| DONALD DANFORTH PLANT SCIENCE CENTER | ||||||
| 975 N Warson Rd | Olivette | MO | 63132 | PC | ENVIRONMENT | $2,000 |
| FILM INDEPENDENT | ||||||
| 5670 Wilshire Blvd 9th Floor | Los Angeles | CA | 90036 | PC | ARTS | $20,000 |
| GATEWAY ARCH PARK FOUNDATION | ||||||
| 701 Market St Suite 1250 | ST LOUIS | MO | 63101 | PC | ENVIRONMENT | $1,000 |
| JOURNALISM FUNDING PARTNERS | ||||||
| 1731 Howe Ave 242 | Sacramento | CA | 95825 | PC | Journalism | $5,000 |
| THE JULLIARD SCHOOL | ||||||
| 60 Lincoln Center Plaza | NEW YORK | NY | 10023 | PC | EDUCATION | $1,000 |
| PROJECT LAB ST LOUIS | ||||||
| 6232 MCPHERSON AVE | ST LOUIS | MO | 63130 | PC | EDUCATION | $6,000 |
| RIVER CITY JOURNALISM FUND | ||||||
| 5257 Shaw Avenue | ST LOUIS | MO | 63110 | PC | EDUCATION | $20,000 |
| ST LOUIS ART MUSUEM FOUNDATION | ||||||
| 1 Fine Arts Dr | ST LOUIS | MO | 63110 | PC | ARTS | $5,000 |
| ST LOUIS UNIVERSITY | ||||||
| 1 N Grand Blvd | ST LOUIS | MO | 63103 | PC | EDUCATION | $5,000 |
| STARKLOFF DISABILITY INSTITUTE | ||||||
| 133 S 11th St 500 | ST LOUIS | MO | 63102 | PC | HEALTH CARE | $17,000 |
| URBAN ARTS MUSIC | ||||||
| 635 N Williams St | DENVER | CO | 80218 | PC | MUSIC EDUCATION | $10,000 |
| PROVIDENT BEHAVIORAL HEALTH | ||||||
| 2650 OLIVE STREET | ST LOUIS | MO | 63103 | PC | HEALTH CARE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $273 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $216,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $216,971 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,013 | Amt |
| Disbursements Charitable Prps | $5,013 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AG SF (L) L.P. INVESTMENT | $403 | $403 |
| STARWOOD PROPERTY TRUST INC | $154,041 | $151,516 |
| DFA EMERGING MARKETS VALUE | $159,377 | $156,663 |
| DFA US CORE EQUITY 2 PORT | $272,471 | $540,493 |
| DFA US TARGETED VALUE PORT | $272,633 | $410,772 |
| VANGUARD INDEX FDS TOTAL STOCK | $68,984 | $307,816 |
| DOUBLELINE TOTAL RETURN BOND | $166,664 | $144,165 |
| BERKSHIRE HATHAWAY INC-CL B | $357,415 | $594,633 |
| BLAIR WILLIAM FDS INTL SMALL | $47,644 | $32,877 |
| DFA INTL SMALL CAP VALUE PORT | $36,245 | $30,325 |
| DIMENSIONAL FD ADVISORS INTL | $582,716 | $600,661 |
| ARTISAN INTL VALUE FUND | $41,747 | $60,940 |
| WCM FOCUSED INTL GROWTH | $204,343 | $299,382 |
| BLACKROCK STRATEGIC INCOME | $93,852 | $93,750 |
| JPMORGAN CORE BOND | $28,372 | $28,217 |
| PIONEER STRATEGIC INCOME | $4,484 | $4,474 |
| DELAWARE EMERGING MARKET | $92,780 | $101,915 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,289 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,289 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS TRUE-UP NOT IMPACTING EXPENSE | Desc |
| Amt | $14,796 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FROM PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,383 | Amt |
| Net Investment Income | $8,383 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2021 EXTENSION PAYMENT | $3,800 | |
| FOREIGN TAX EXPENSE | $2,763 | $2,763 |
| 2022 ESTIMATED PAYMENT | $2,900 | |
| 2021 RETURN PAYMENT | $115 |