MAC FIVE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MAC FIVE FOUNDATION INC (EIN 36-4507175)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202631359349101833
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T09:50:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431725668 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J & J MANAGEMENT SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1034 S BRENTWOOD 1860 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631171229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364507175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAC FIVE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACF | BusinessNameControlTxt |
| Phone | 3148621040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 WESTON ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017732002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE M ROGERS | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 3148621040 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT A PINKOWSKI | PreparerPersonNm |
| PTIN | P01293505 | PTIN |
| Phone | 3148621040 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $199,738,437 | 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 | $5,802,692 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $63,944 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63,944 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,219,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,219,759 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,602,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,077,090 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,602,890 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,689,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,886,593 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $52,861 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $52,861 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $136,612 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $122,951 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,661 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $407,218 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $407,218 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $562,674 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $176,985 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $689 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $327,583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $327,583 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,495,948 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,035,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,722,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,722,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,218,608 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,035,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,797,971 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,470,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,850,956 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,050,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,432,453 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,432,453 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $122,045,229 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $96,746,771 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $193,305,984 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $131,096,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,179,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $199,738,437 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $23,259,442 | CapitalStockBOYAmt |
| Capital Stock EOY | -$20,161,030 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $107,836,622 | RetainedEarningBOYAmt |
| Retained Earning EOY | $123,340,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $131,096,064 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,179,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $131,096,064 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,179,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $131,096,064 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,470,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,955 | OtherIncreasesAmt |
| Subtotal | $146,599,696 | SubtotalAmt |
| Other Decreases | $43,420,472 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,179,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BNY MELLON PUBLICLY TRADED SECURITIES | $4,466,061 | $4,318,369 | $147,692 | $147,692 |
| BNY MELLON PUBLICLY TRADED SECURITIES | $43,611,023 | $18,155,831 | $25,455,192 | $25,455,192 |
| GAIN ON CLASS ACTION SETTLEMENT | $6 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,602,890 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $387,128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $387,128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $387,128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $349,938 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $349,938 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $37,190 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JJ MANAGEMENT SERVICES INC | IndividualWithBooksNm |
| Phone | 3148621040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1034 S BRENTWOOD 1860 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631171229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CATHERINE M ROGERS | ||||||||
| 16 WESTON ROAD | LINCOLN | MA | 017732002 | PRESIDENT/TREASURER | 3.00 | $6,000 | $0 | $0 |
| KIMBERLY ROGERS | ||||||||
| 345 E 64TH STREET APT 10E | MANHATTAN | NY | 10065 | DIRECTOR/CLERK | 2.00 | $3,000 | $0 | $0 |
| MARCELLA M STEVENS | ||||||||
| 1034 S BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREGORY T STEVENS | ||||||||
| 1034 S BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY M MCDONNELL | ||||||||
| 1034 S BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER C MCDONNELL | ||||||||
| 1034 S BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALICIA S MCDONNELL | ||||||||
| 1034 S BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HOLLY M JAMES | ||||||||
| 1034 S BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEANNE M CHAMPER | ||||||||
| 1034 S BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY E ABBOTT | ||||||||
| 1034 S BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHERINE H MCDONNELL | ||||||||
| 1034 S BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANTONIO PIPOLI | ||||||||
| 1034 S BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANDERSON HOAGLAND | |||||
| 9811 S 40 DR SUITE 200 | ST LOUIS | MO | 63124 | INVESTMENT MANAGMENT | $372,402 |
| BNY MELLON | |||||
| 240 GREENWICH STREET | NEW YORK | NY | 10286 | CONSULTING & MANAGEMENT | $322,777 |
| J&J MANAGEMENT SERVICES | |||||
| 1034 S BRENTWOOD BLVD 1860 | ST LOUIS | MO | 63117 | CONSULTING & MANAGEMENT | $136,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $208,130,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,664,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $211,795,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $211,795,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,176,929 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $208,618,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,430,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,430,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $387,128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $387,128 | TotalTaxAmt |
| Distributable Before Adj | $10,043,788 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,043,788 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,043,788 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,797,971 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,797,971 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,043,788 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,286,853 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,797,971 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,286,853 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,043,788 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,467,330 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,467,330 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,467,330 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,467,330 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WASHINGTON UNIVERSITY | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | GENERAL SUPPORT | $8,100,000 |
| JSM CHARITABLE TRUST | |||||||
| 1034 S BRENTWOOD BLVD SUITE 1860 | ST LOUIS | MO | 63117 | NONE | PC | GENERAL SUPPORT | $9,000,000 |
| GLENVIEW - MERCURY FAMILY FOUNDATION | |||||||
| 1034 S BRENTWOOD BLVD SUITE 1860 | ST LOUIS | MO | 63117 | NONE | PC | GENERAL SUPPORT | $347,595 |
| STARPATCH FOUNDATION | |||||||
| 1034 S BRENTWOOD BLVD SUITE 1860 | ST LOUIS | MO | 63117 | NONE | PC | GENERAL SUPPORT | $275,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,722,660 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,944 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,219,759 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,602,890 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,886,593 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,886,593 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES S MCDONNELL CHARITABLE TRUST A | ||||||
| 1 | 1034 S BRENTWOOD BLVD SUITE 1860 | ST LOUIS | MO | 631171229 | $2,962,146 | Yes (X) |
| JAMES S MCDONNELL CHARITABLE TRUST B | ||||||
| 2 | 1034 S BRENTWOOD BLVD SUITE 1860 | ST LOUIS | MO | 631171229 | $2,840,546 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL SERVICES FEE - J&J | CategoryTxt |
| Amt | $136,612 | Amt |
| Net Investment Income | $122,951 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,661 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| JSM CHARITABLE TRUST | ||||||||||
| 1034 S BRENTWOOD BLVD SUITE 1860 | ST LOUIS | MO | 63117 | 2025-01-31 | $9,000,000 | THE ABOVE GRANT WAS DISTRIBUTED BY JSMCT IN 2025 TO VARIOUS PUBLIC CHARITIES DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE | $9,000,000 | NONE | 5/15/26 | 2026-05-15 |
| GLENVIEW - MERCURY FAMILY FOUNDATION | ||||||||||
| 1034 S BRENTWOOD BLVD SUITE 1860 | ST LOUIS | MO | 63117 | 2025-08-01 | $24,639,344 | THE ABOVE GRANT WAS DISTRIBUTED TO GLENVIEW-MERCURY FAMILY FOUNDATION (GMFF) IN 2025. GMFF RECIEVED THE GRANT IN CONNECTION WITH A SPLITTING OF ASSETS FROM MAC FIVE FOUNDATION, INC. MAC FIVE FOUNDATION WILL EXCERCISE EXPENDITURE RESPONSIBILITY OVER GMFF GRANTS TO ENSURE ALL FUNDS ARE DISTRIBUTED TO PUBLIC CHARITIES DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE. | $470,000 | NONE | 5/15/26 | 2026-05-15 |
| STARPATCH | ||||||||||
| 1034 S BRENTWOOD BLVD SUITE 1860 | ST LOUIS | MO | 63117 | 2025-08-01 | $19,403,788 | THE ABOVE GRANT WAS DISTRIBUTED TO STARPATCH FOUNDATION (SPF) IN 2025. SPFF RECIEVED THE GRANT IN CONNECTION WITH A SPLITTING OF ASSETS FROM MAC FIVE FOUNDATION, INC. MAC FIVE FOUNDATION WILL EXCERCISE EXPENDITURE RESPONSIBILITY OVER SPF GRANTS TO ENSURE ALL FUNDS ARE DISTRIBUTED TO PUBLIC CHARITIES DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE. | $1,030,000 | NONE | 5/15/26 | |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCKS & BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $96,746,771 | BookValueAmt |
| EOYFMV | $193,305,984 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $52,861 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,861 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION OF CORPUS | Desc |
| Amt | $43,420,472 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEES- BNY MELLON | $322,777 | $322,777 | $0 |
| OTHER EXPENSES | $4,806 | $4,806 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $32,955 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORS - MERCER | $34,816 | $34,816 | $0 |
| INVESTMENT MANAGER FEE- ANDERSON HOAGLAND | $372,402 | $372,402 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BNY MELLON - FOREIGN TAXES | $176,485 | $176,485 | $0 |
| EMPLOYER FICA | $689 | $0 | $689 |
| 4940 EXCISE TAX-CURRENT YEAR | $385,000 | $0 | $0 |
| STATE REGISTRATION FEE-MASSACHUSETTS | $500 | $500 | $0 |