Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Miller Nichols Charitable Foundation
 
% KAY CALLISON
Number and street (or P.O. box number if mail is not delivered to street address)411 NICHOLS ROAD SUITE 237
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Kansas City, MO64112
A Employer identification number

43-1567351
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,958,863J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,283 6,283  
4 Dividends and interest from securities... 411,062 411,062  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,248
b Gross sales price for all assets on line 6a 521,703
7 Capital gain net income (from Part IV, line 2)... 0
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 303,202    
12 Total. Add lines 1 through 11........ 719,299 417,345  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 33,377 33,377 0 0
b Accounting fees (attach schedule)....... Click to see attachment 7,930 7,930 0 0
c Other professional fees (attach schedule).... Click to see attachment 117,350 65,374 0 51,976
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,098 675   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 383    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 22,836     22,836
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 193,974 107,356 0 74,812
25 Contributions, gifts, grants paid....... 772,119 772,119
26 Total expenses and disbursements. Add lines 24 and 25 966,093 107,356 0 846,931
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -246,794
b Net investment income (if negative, enter -0-) 309,989
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 46,854 24,249 24,249
2 Savings and temporary cash investments......... 1,729,292 266,781 266,781
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 16,100,207 Click to see attachment17,667,585 17,667,585
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet25,668
Less: accumulated depreciation (attach schedule) bullet25,420 631 248 248
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,876,984 17,958,863 17,958,863
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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 17,876,984 17,958,863
29 Total net assets or fund balances (see instructions)..... 17,876,984 17,958,863
30 Total liabilities and net assets/fund balances (see instructions). 17,876,984 17,958,863
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
17,876,984
2
Enter amount from Part I, line 27a .....................
2
-246,794
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
328,673
4
Add lines 1, 2, and 3 ..........................
4
17,958,863
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,958,863
Form 990-PF (2020)
Form 990-PF (2020)
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 SHORT TERM SALES      
b LONG TERM SALES      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,081   3,408 -327
b 518,622   519,543 -921
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -327
b       -921
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -1,248
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 4,309
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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  
3 Add lines 1 and 2........................... 3 4,309
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,309
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,891
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,891 RefundedBullet 11  
Part VII-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? Click to see list of attachments....................
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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 changesClick to see list of attachments....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.Click to see list of attachments
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletKAY CALLISON Telephone no.bullet (816) 561-4440

    Located atbullet411 NICHOLS ROAD SUITE 237KANSAS CITYMO ZIP+4bullet64112
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    TERRENCE DUNN DIRECTOR
    1.0     		0 0 0
    12008 ENSLEY LANE
    LEAWOOD,KS66209
    JEANNETTE NICHOLS EMERITUS
    0.0     		0 0 0
    720 W 44TH STREET 3011
    KANSAS CITY,MO64111
    KAY CALLISON PRESIDENT/TREASURER
    21.0     		0 0 0
    55 LEMANS CT
    PRAIRIE VILLAGE,KS66208
    KENNETH I FLIGG JR SEC/COUNCIL
    1.0     		0 0 0
    4600 MADISON SUITE 600
    KANSAS CITY,MO64112
    MARK CALLISON VP/DIRECTOR
    1.0     		0 0 0
    411 NICHOLS ROAD SUITE 237
    KANSAS CITY,MO64112
    DEBORAH WHITE BOARD MEMBER
    1.0     		0 0 0
    411 NICHOLS ROAD SUITE 237
    Kansas City,MO64112
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-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 IX-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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    15,444,411
    b
    Average of monthly cash balances.......................
    1b
    999,361
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,443,772
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    16,443,772
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    246,657
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,197,115
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    809,856
    Part XI
    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 X, line 6....................
    1
    809,856
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,309
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,309
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    805,547
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    805,547
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    805,547
    Part XII
    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
    846,931
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    846,931
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    846,931
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 805,547
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 109,975
    c From 2017...... 11,569
    d From 2018...... 9,317
    e From 2019...... 59,405
    fTotal of lines 3a through e........ 190,266
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 846,931
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 805,547
    e Remaining amount distributed out of corpus 41,384
    5 Excess distributions carryover applied to 2020.    
    (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 5 231,650
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		231,650
    10 Analysis of line 9:
    a Excess from 2016.... 109,975
    b Excess from 2017.... 11,569
    c Excess from 2018.... 9,317
    d Excess from 2019.... 59,405
    e Excess from 2020.... 41,384
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    Bishop Spencer Place
    4301 Madison Avenue
    Kansas City,MO64111     		NONE PC Operations 1,000
    CASA
    625 East 26th Street
    Kansas City,MO64108     		NONE PC Gift - Operations 1,500
    Children's Mercy Hospital
    2401 Gillham Road
    Kansas City,MO64108     		NONE PC Gift - Operations 1,500
    City of Fountains Foundation
    PO Box 9193
    Shawnee Mission,KS662011793     		NONE PC Gift - Operations Nichols Fountain 2,000
    City of Fountains Foundation
    PO BOX 9193
    Shawnee Mission,KS662011793     		NONE PC Cash Portion of $100k Endowment Grant / JC Nichols Fountain 14,114
    City Union Mission
    1100 East 11th Street
    Kansas City,MO64106     		NONE PC Gift - Operations 1,000
    Don Bosco Community Center
    580 Campbell Street
    Kansas City,MO641061273     		NONE PC Senior Center Nutrition Programs (Extra support due to COVID19) 25,000
    Folly Theater
    PO Box 26505
    Kansas City,MO64196     		NONE PC Gift - Operations 1,000
    Folly Theater
    PO Box 26505
    Kansas City,MO64196     		NONE PC Grant-Cash Portion of $43K 287
    Friends of Powell Gardens
    1609 NW US Highway 50
    Kingsville,MO640619000     		NONE PC Gift - Operations 1,000
    Girl Scouts of NE KS & NW MO
    8383 Blue Parkway Drive
    Kansas City,MO64133     		NONE PC Financial Literacy Program 1,000
    Greater KC Community Foundation
    1055 Broadway Suite 130
    Kansas City,MO64105     		NONE PC Gift - Mill Creek Park Association / Park Maintenance & Improvements 2,500
    Habitat For Humanity of Kansas City
    1423 East Linwood Blvd
    Kansas City,MO64109     		NONE PC 2020 Grant - Nghbrhood Revilization Project (Support due to COVID19) 25,000
    Harvesters Community Food Network
    3801 Topping Avenue
    Kansas City,MO64129     		NONE PC Grants: Operations (Support due to COVID19) 25,000
    Heart of America Shakespeare Festival
    3732 Main Street
    Kansas City,MO64111     		NONE PC Gift: Operations 1,000
    Heart of America Shakespeare Festival
    3732 Main Street
    Kansas City,MO64111     		NONE PC Grants: Operations 5,000
    Junior Achievement of Middle America
    PO Box 801686
    Kansas City,MO64180     		NONE PC Gift: Operations 1,000
    Junior Achievement of Middle America
    PO Box 801686
    Kansas City,MO64180     		NONE PC Grant: More Than Money 10,000
    Junior Achievement of Middle America
    PO Box 801686
    Kansas City,MO64180     		NONE PC Grant: Virtual Learning Program (Extra support due to COVID19) 15,000
    Kansas City Actors Theatre
    PO Box 22510
    Kansas City,MO64113     		NONE PC Operations & 2020/21 16th Season 7,500
    Kansas City Ballet Association
    500 West Pershing Road
    Kansas City,MO641082430     		NONE PC Gift - Operations 1,500
    Kansas City Ballet Association
    500 West Pershing Road
    Kansas City,MO641082430     		NONE PC Grant: operations (Extra support due to COVID19) 10,000
    Kansas City CARE Clinic
    3515 Broadway
    Kansas City,MO64111     		NONE PC Gift - Operations 1,000
    Kansas City Chamber Orchestra
    205 West 65th Street
    Kansas City,MO64113     		NONE PC 2020/21 Education Outreach Programs (Extra support due to COVID19) 10,000
    Kansas City Community Gardens
    6917 Kensington
    Kansas City,MO64132     		NONE PC Gift - Operations 1,000
    Kansas City Community Gardens
    6917 Kensington
    Kansas City,MO64132     		NONE PC Grant: Individual & Family Gardens Prgm (Extra support due to COVID19) 25,000
    Kansas City Friends of Alvin Ailey
    1714 East 18th Street
    Kansas City,MO64108     		NONE PC Edctn Prgms-$25k + Optns-5k (Extra support due to COVID19) 30,000
    Kansas City Repertory Theatre
    4825 Troost Ave Ste 101
    Kansas City,MO641102030     		NONE PC Gift - Operations - UMKC Campus Theatre Performances 5,000
    Kansas City Repertory Theatre
    4825 Troost Ave Ste 101
    Kansas City,MO641102030     		NONE PC Grant - Creative Futures Fund 20,000
    Kansas City Symphony
    1703 Wyandotte Suite 200
    Kansas City,MO64108     		NONE PC Gift - Operations 2,500
    Kansas City Young Audiences
    3732 Main Street
    Kansas City,MO641111913     		NONE PC Gift - Operations 1,500
    Kansas City Young Audiences
    3732 Main Street
    Kansas City,MO641111913     		none PC Grant - Operations (Extra support due to COVID19) 15,000
    Kansas City MO Public Library
    14 West 10th Street
    Kansas City,MO64105     		NONE PC Gift - Lecture Series / Programs 2,000
    KCPT
    125 East 31st Street
    Kansas City,MO64108     		NONE PC Gift - Operations 1,000
    Kemper Museum of Contemporary Art
    4420 Warwick Boulevard
    Kansas City,MO64111     		NONE PC Project Support; education programs 7,500
    Linda Hall Library Foundation
    5109 Cherry
    Kansas City,MO64110     		NONE PC Gift - Lecture Series 1,000
    Literacy KC
    3036 Troost Avenue
    Kansas City,MO64109     		NONE PC Grant: 2021 Program Support 20,000
    National World War I Museum
    PO Box 411475
    Kansas City,ME641411475     		NONE PC Gift - Operations 2,500
    Operation Breakthrough
    3039 Troost
    Kansas City,MO64109     		NONE PC Gift - Operations 1,500
    Operation Breakthrough
    3039 Troost
    Kansas City,MO64109     		NONE PC Grant - Digital Connections Prgm 25,000
    Pembroke Hill SchoolAlumni Fund
    400 West 51st Street
    Kansas City,MO64112     		NONE PC Donations/Annual Contributions Alumni Fund 1,000
    ReDiscover
    901 NE Independence Avenue
    Lees Summit,MO64086     		NONE PC Donations/Annual Contributions Gift - Optns @ Catherin's Place & Friendship House 1,000
    ReDiscover
    901 NE Independence Avenue
    Lees Summit,MO64086     		NONE PC Grant-Rainbow Play System; plus Area Clean-up and 2 Picnic Tables 20,000
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		NONE PC Cash Portion-$250k-Bishop Spencer Place premier memory care center 288
    The Salvation Army
    PO Box 412577
    Kansas City,MO641412577     		NONE PC Gift - Operations 2,000
    The Salvation Army
    PO Box 412577
    Kansas City,MO641412577     		NONE PC Grant: Pathway of Hope Initiative 30,000
    The State Historical Society of MO
    KC Resource Center Room 302 Newcom
    5123 Holmes Street
    Kansas City,MO641102499     		NONE PC Gift: Operations-KC Resource Ctr 1,500
    Truman Medical Center Charitable Fndtn
    2310 Holmes Suite 735
    Kansas City,MO64108     		NONE PC Gift - Operations 1,500
    UMKC Foundation
    Office of Development 202 Administr
    5100 Rockhill Road
    Kansas City,MO641109989     		NONE PC Gift - Benefit UMKC Conservatory Operations $5k cmtmt 1,000
    UMKC Foundation
    Office of Development 202 Administr
    5100 Rockhill Road
    Kansas City,MO641109989     		NONE PC Gift - (UMKC Friends of the Library) 2,000
    UMKC Foundation (MNCF Library)
    Office of Development 202 Administr
    5100 Rockhill Road
    Kansas City,MO641109989     		NONE PC Postlethwaite Possibilities Fund-1st portion of $5k cmtmt 2,000
    UMKC Foundation (MNCF Library)
    Office of Development 202 Administr
    5100 Rockhill Rd
    Kansas City,MO641109989     		NONE PC Postlethwaite Possibilities Fund-Completes $5k cmtmt 3,000
    Union Station of Kansas City
    30 West Pershing Road Suite 850
    Kansas City,MO64108     		NONE PC Gift - Operations 2,500
    Urban Land Institute (ULI KC Benefit)
    PO BOX 418168
    Boston,MA022418168     		NONE PC Gift - for the benefit of ULI - Kansas City operations 3,000
    Women's Employment Network
    920 Main Street Suite 100
    Kansas City,MO64105     		NONE PC 2020-21 Prgm Support & Service Delivery 25,000
    WornallMajors House Museums
    6115 Wornall Road
    Kansas City,MO64113     		NONE PC Gift - Operations 2,000
    Youth Symphony of Kansas City
    1111 West 29th St Ste A128
    Kansas City,MO64111     		NONE PC Grants: Youth Education 7,500
    Boys & Girls Club of Greater KC
    Administrative Center
    6301 Rockhill Road Suite 303
    Kansas City,MO64131     		NONE PC Project Learn Education Enhancement Program 50,005
    Folly Theater
    PO Box 26505
    Kansas City,MO64196     		NONE PC Matching Grant - 1/2 Architectural Design & Rendering Fees 42,713
    Saint Luke's Foundation
    901 E 104th Street
    Kansas City,MO64131     		NONE PC $250k Total Gift - Bishop Spencer Memory Care Center 249,712
    Total .................................bullet 3a 772,119
    bApproved for future payment
    Bishop Spencer Place Mission Fund
    901 East 104th Street Mail Stop 10
    Kansas City,MO64131     		NONE PC Operations 1,000
    CASA (Jackson Cty Court Appointed Spec Adv)
    625 East 26th Street
    Kansas City,MO64108     		NONE PC Gift - Operations 1,500
    Children's Mercy Hospital
    Department of Philanthropy
    2401 Gillham Road
    Kansas City,MO64108     		NONE PC Gift - Operations 2,500
    City of Fountains Foundation
    PO Box 9193
    Shawnee Mission,KS662011793     		NONE PC Gift - Operations 2,000
    City Union Mission
    1100 East 11th Street
    Kansas City,MO64106     		NONE PC Gift - Operations 1,000
    Eisenhower Foundation
    PO Box 295
    Abilene,KS67410     		NONE PC Operations 2,000
    Folly Theater
    PO Box 26505
    Kansas City,MO64196     		NONE PC Gift - Operations 1,500
    Girl Scouts of NE Kansas & NW Missouri (Financial
    8383 Blue Parkway Drive
    Kansas City,MO64133     		NONE PC Financial Literacy Program 1,000
    Heart of America Shakespeare Festival
    3732 Main Street
    Kansas City,MO64111     		NONE PC Operations 1,000
    Junior Achievement of Middle America
    PO Box 801686
    Kansas City,MO64180     		NONE PC Gift - Operations 1,500
    KCPT
    125 East 31st Street
    Kansas City,MO64108     		NONE PF Gift - Operations 2,000
    Kansas City Ballet
    500 West Pershing Road
    Kansas City,MO641082430     		NONE PC Gift - Operations 1,500
    Kansas City CARE Clinic
    3515 Broadway
    Kansas City,MO64111     		NONE PC Gift - Operations 1,500
    Kansas City Community Gardens
    6917 Kensington
    Kansas City,MO64132     		NONE PC Gift - Operations 1,000
    Kansas City Repertory Theatre (UMKC Campus theatre
    4825 Troost Ave Ste 101
    Kansas City,MO641102030     		NONE PC Gift - Operations- UMKC Campus Threatre Performances 5,000
    Kansas City Symphony
    1703 Wyandotte Suite 200
    Kansas City,MO64108     		NONE PC Gift - Operations 2,500
    Kansas City Young Audiences
    3732 Main Street
    Kansas City,MO641111913     		NONE PC Gift - Operations 1,500
    Kauffman Performing Arts Center
    1601 Broadway Blvd
    Kansas City,MO641081229     		NONE PC Gift - Operations 2,000
    Linda Hall Library (Lecture Series)
    5109 Cherry Street
    Kansas City,MO64110     		NONE PC Gift - Lecture Series 1,000
    Mill Creek Park Association (Thru GKCCF-Pk Mainten
    1055 Broadway Suite 130
    Kansas City,MO64105     		NONE   Gift - Operations 2,500
    National World War I Museum
    100 West 26th Street
    Kansas City,MO64108     		NONE PC Gift - Operations 1,500
    Operation Breakthrough
    3039 Troost
    Kansas City,MO64109     		NONE PC Gift - Operations 1,500
    Pembroke Hill SchoolAlumni Fund
    400 West 51st Street
    Kansas City,MO64112     		NONE PC Alumni Fund 1,000
    ReDiscover (Gift directed to Catherine's Place & F
    901 NE Independence Avenue
    Lees Summit,MO64086     		NONE PC Gift - Operations @ Catherine's Place 1,000
    Salvation Army
    3637 Broadway
    Kansas City,MO64111     		NONE PC Gift - Operations 2,000
    State Historical Society of MOKC Resources Center
    Room 302 Newcomb Hall
    5123 Holmes Street
    Kansas City,MO641102499     		NONE PC Gift - KC Resource Center Operations KC Resource Ctr-New Space in UMKC MNL 1,500
    Truman Medical Center Charitable Foundation
    2310 Holmes Suite 375
    Kansas City,MO641089834     		NONE PC Gift - Operations 2,500
    UMKC Conservatory of Music & Dance
    Olson Performing Arts Center Room
    4949 Cherry Street
    Kansas City,MO64110     		NONE PC Gift - Operations 1,000
    Union Station of Kansas City
    30 West Pershing Road Suite 850
    Kansas City,MO64108     		NONE PC Gift - Operations 2,500
    WornallMajors House Museums
    6100 Wornall Road
    Kansas City,MO64113     		NONE PC Gift - Educational Programming 2,000
    Total .................................bullet 3b 52,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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 ...........     		    14 6,283  
    4 Dividends and interest from securities....     14 411,062  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -1,248  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aUNREALIZED GAINS     		    01 303,202  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   719,299  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    719,299
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    Bishop Spencer Place4301 Madison Avenue
    Kansas City,MO64111     		NONE PC Operations 1,000
    CASA625 East 26th Street
    Kansas City,MO64108     		NONE PC Gift - Operations 1,500
    Children's Mercy Hospital2401 Gillham Road
    Kansas City,MO64108     		NONE PC Gift - Operations 1,500
    City of Fountains FoundationPO Box 9193
    Shawnee Mission,KS662011793     		NONE PC Gift - Operations Nichols Fountain 2,000
    City of Fountains FoundationPO BOX 9193
    Shawnee Mission,KS662011793     		NONE PC Cash Portion of $100k Endowment Grant / JC Nichols Fountain 14,114
    City Union Mission1100 East 11th Street
    Kansas City,MO64106     		NONE PC Gift - Operations 1,000
    Don Bosco Community Center580 Campbell Street
    Kansas City,MO641061273     		NONE PC Senior Center Nutrition Programs (Extra support due to COVID19) 25,000
    Folly TheaterPO Box 26505
    Kansas City,MO64196     		NONE PC Gift - Operations 1,000
    Folly TheaterPO Box 26505
    Kansas City,MO64196     		NONE PC Grant-Cash Portion of $43K 287
    Friends of Powell Gardens1609 NW US Highway 50
    Kingsville,MO640619000     		NONE PC Gift - Operations 1,000
    Girl Scouts of NE KS & NW MO8383 Blue Parkway Drive
    Kansas City,MO64133     		NONE PC Financial Literacy Program 1,000
    Greater KC Community Foundation1055 Broadway Suite 130
    Kansas City,MO64105     		NONE PC Gift - Mill Creek Park Association / Park Maintenance & Improvements 2,500
    Habitat For Humanity of Kansas City1423 East Linwood Blvd
    Kansas City,MO64109     		NONE PC 2020 Grant - Nghbrhood Revilization Project (Support due to COVID19) 25,000
    Harvesters Community Food Network3801 Topping Avenue
    Kansas City,MO64129     		NONE PC Grants: Operations (Support due to COVID19) 25,000
    Heart of America Shakespeare Festival3732 Main Street
    Kansas City,MO64111     		NONE PC Gift: Operations 1,000
    Heart of America Shakespeare Festival3732 Main Street
    Kansas City,MO64111     		NONE PC Grants: Operations 5,000
    Junior Achievement of Middle AmericaPO Box 801686
    Kansas City,MO64180     		NONE PC Gift: Operations 1,000
    Junior Achievement of Middle AmericaPO Box 801686
    Kansas City,MO64180     		NONE PC Grant: More Than Money 10,000
    Junior Achievement of Middle AmericaPO Box 801686
    Kansas City,MO64180     		NONE PC Grant: Virtual Learning Program (Extra support due to COVID19) 15,000
    Kansas City Actors TheatrePO Box 22510
    Kansas City,MO64113     		NONE PC Operations & 2020/21 16th Season 7,500
    Kansas City Ballet Association500 West Pershing Road
    Kansas City,MO641082430     		NONE PC Gift - Operations 1,500
    Kansas City Ballet Association500 West Pershing Road
    Kansas City,MO641082430     		NONE PC Grant: operations (Extra support due to COVID19) 10,000
    Kansas City CARE Clinic3515 Broadway
    Kansas City,MO64111     		NONE PC Gift - Operations 1,000
    Kansas City Chamber Orchestra205 West 65th Street
    Kansas City,MO64113     		NONE PC 2020/21 Education Outreach Programs (Extra support due to COVID19) 10,000
    Kansas City Community Gardens6917 Kensington
    Kansas City,MO64132     		NONE PC Gift - Operations 1,000
    Kansas City Community Gardens6917 Kensington
    Kansas City,MO64132     		NONE PC Grant: Individual & Family Gardens Prgm (Extra support due to COVID19) 25,000
    Kansas City Friends of Alvin Ailey1714 East 18th Street
    Kansas City,MO64108     		NONE PC Edctn Prgms-$25k + Optns-5k (Extra support due to COVID19) 30,000
    Kansas City Repertory Theatre4825 Troost Ave Ste 101
    Kansas City,MO641102030     		NONE PC Gift - Operations - UMKC Campus Theatre Performances 5,000
    Kansas City Repertory Theatre4825 Troost Ave Ste 101
    Kansas City,MO641102030     		NONE PC Grant - Creative Futures Fund 20,000
    Kansas City Symphony1703 Wyandotte Suite 200
    Kansas City,MO64108     		NONE PC Gift - Operations 2,500
    Kansas City Young Audiences3732 Main Street
    Kansas City,MO641111913     		NONE PC Gift - Operations 1,500
    Kansas City Young Audiences3732 Main Street
    Kansas City,MO641111913     		none PC Grant - Operations (Extra support due to COVID19) 15,000
    Kansas City MO Public Library14 West 10th Street
    Kansas City,MO64105     		NONE PC Gift - Lecture Series / Programs 2,000
    KCPT125 East 31st Street
    Kansas City,MO64108     		NONE PC Gift - Operations 1,000
    Kemper Museum of Contemporary Art4420 Warwick Boulevard
    Kansas City,MO64111     		NONE PC Project Support; education programs 7,500
    Linda Hall Library Foundation5109 Cherry
    Kansas City,MO64110     		NONE PC Gift - Lecture Series 1,000
    Literacy KC3036 Troost Avenue
    Kansas City,MO64109     		NONE PC Grant: 2021 Program Support 20,000
    National World War I MuseumPO Box 411475
    Kansas City,ME641411475     		NONE PC Gift - Operations 2,500
    Operation Breakthrough3039 Troost
    Kansas City,MO64109     		NONE PC Gift - Operations 1,500
    Operation Breakthrough3039 Troost
    Kansas City,MO64109     		NONE PC Grant - Digital Connections Prgm 25,000
    Pembroke Hill SchoolAlumni Fund400 West 51st Street
    Kansas City,MO64112     		NONE PC Donations/Annual Contributions Alumni Fund 1,000
    ReDiscover901 NE Independence Avenue
    Lees Summit,MO64086     		NONE PC Donations/Annual Contributions Gift - Optns @ Catherin's Place & Friendship House 1,000
    ReDiscover901 NE Independence Avenue
    Lees Summit,MO64086     		NONE PC Grant-Rainbow Play System; plus Area Clean-up and 2 Picnic Tables 20,000
    Saint Luke's Foundation901 E 104th Street
    Kansas City,MO64131     		NONE PC Cash Portion-$250k-Bishop Spencer Place premier memory care center 288
    The Salvation ArmyPO Box 412577
    Kansas City,MO641412577     		NONE PC Gift - Operations 2,000
    The Salvation ArmyPO Box 412577
    Kansas City,MO641412577     		NONE PC Grant: Pathway of Hope Initiative 30,000
    The State Historical Society of MOKC Resource Center Room 302 Newcom
    5123 Holmes Street
    Kansas City,MO641102499     		NONE PC Gift: Operations-KC Resource Ctr 1,500
    Truman Medical Center Charitable Fndtn2310 Holmes Suite 735
    Kansas City,MO64108     		NONE PC Gift - Operations 1,500
    UMKC FoundationOffice of Development 202 Administr
    5100 Rockhill Road
    Kansas City,MO641109989     		NONE PC Gift - Benefit UMKC Conservatory Operations $5k cmtmt 1,000
    UMKC FoundationOffice of Development 202 Administr
    5100 Rockhill Road
    Kansas City,MO641109989     		NONE PC Gift - (UMKC Friends of the Library) 2,000
    UMKC Foundation (MNCF Library)Office of Development 202 Administr
    5100 Rockhill Road
    Kansas City,MO641109989     		NONE PC Postlethwaite Possibilities Fund-1st portion of $5k cmtmt 2,000
    UMKC Foundation (MNCF Library)Office of Development 202 Administr
    5100 Rockhill Rd
    Kansas City,MO641109989     		NONE PC Postlethwaite Possibilities Fund-Completes $5k cmtmt 3,000
    Union Station of Kansas City30 West Pershing Road Suite 850
    Kansas City,MO64108     		NONE PC Gift - Operations 2,500
    Urban Land Institute (ULI KC Benefit)PO BOX 418168
    Boston,MA022418168     		NONE PC Gift - for the benefit of ULI - Kansas City operations 3,000
    Women's Employment Network920 Main Street Suite 100
    Kansas City,MO64105     		NONE PC 2020-21 Prgm Support & Service Delivery 25,000
    WornallMajors House Museums6115 Wornall Road
    Kansas City,MO64113     		NONE PC Gift - Operations 2,000
    Youth Symphony of Kansas City1111 West 29th St Ste A128
    Kansas City,MO64111     		NONE PC Grants: Youth Education 7,500
    Boys & Girls Club of Greater KCAdministrative Center
    6301 Rockhill Road Suite 303
    Kansas City,MO64131     		NONE PC Project Learn Education Enhancement Program 50,005
    Folly TheaterPO Box 26505
    Kansas City,MO64196     		NONE PC Matching Grant - 1/2 Architectural Design & Rendering Fees 42,713
    Saint Luke's Foundation901 E 104th Street
    Kansas City,MO64131     		NONE PC $250k Total Gift - Bishop Spencer Memory Care Center 249,712
    Total ...............................bullet 3a 772,119
    bApproved for future payment
    Bishop Spencer Place Mission Fund901 East 104th Street Mail Stop 10
    Kansas City,MO64131     		NONE PC Operations 1,000
    CASA (Jackson Cty Court Appointed Spec Adv)625 East 26th Street
    Kansas City,MO64108     		NONE PC Gift - Operations 1,500
    Children's Mercy HospitalDepartment of Philanthropy
    2401 Gillham Road
    Kansas City,MO64108     		NONE PC Gift - Operations 2,500
    City of Fountains FoundationPO Box 9193
    Shawnee Mission,KS662011793     		NONE PC Gift - Operations 2,000
    City Union Mission1100 East 11th Street
    Kansas City,MO64106     		NONE PC Gift - Operations 1,000
    Eisenhower FoundationPO Box 295
    Abilene,KS67410     		NONE PC Operations 2,000
    Folly TheaterPO Box 26505
    Kansas City,MO64196     		NONE PC Gift - Operations 1,500
    Girl Scouts of NE Kansas & NW Missouri (Financial8383 Blue Parkway Drive
    Kansas City,MO64133     		NONE PC Financial Literacy Program 1,000
    Heart of America Shakespeare Festival3732 Main Street
    Kansas City,MO64111     		NONE PC Operations 1,000
    Junior Achievement of Middle AmericaPO Box 801686
    Kansas City,MO64180     		NONE PC Gift - Operations 1,500
    KCPT125 East 31st Street
    Kansas City,MO64108     		NONE PF Gift - Operations 2,000
    Kansas City Ballet500 West Pershing Road
    Kansas City,MO641082430     		NONE PC Gift - Operations 1,500
    Kansas City CARE Clinic3515 Broadway
    Kansas City,MO64111     		NONE PC Gift - Operations 1,500
    Kansas City Community Gardens6917 Kensington
    Kansas City,MO64132     		NONE PC Gift - Operations 1,000
    Kansas City Repertory Theatre (UMKC Campus theatre4825 Troost Ave Ste 101
    Kansas City,MO641102030     		NONE PC Gift - Operations- UMKC Campus Threatre Performances 5,000
    Kansas City Symphony1703 Wyandotte Suite 200
    Kansas City,MO64108     		NONE PC Gift - Operations 2,500
    Kansas City Young Audiences3732 Main Street
    Kansas City,MO641111913     		NONE PC Gift - Operations 1,500
    Kauffman Performing Arts Center1601 Broadway Blvd
    Kansas City,MO641081229     		NONE PC Gift - Operations 2,000
    Linda Hall Library (Lecture Series)5109 Cherry Street
    Kansas City,MO64110     		NONE PC Gift - Lecture Series 1,000
    Mill Creek Park Association (Thru GKCCF-Pk Mainten1055 Broadway Suite 130
    Kansas City,MO64105     		NONE   Gift - Operations 2,500
    National World War I Museum100 West 26th Street
    Kansas City,MO64108     		NONE PC Gift - Operations 1,500
    Operation Breakthrough3039 Troost
    Kansas City,MO64109     		NONE PC Gift - Operations 1,500
    Pembroke Hill SchoolAlumni Fund400 West 51st Street
    Kansas City,MO64112     		NONE PC Alumni Fund 1,000
    ReDiscover (Gift directed to Catherine's Place & F901 NE Independence Avenue
    Lees Summit,MO64086     		NONE PC Gift - Operations @ Catherine's Place 1,000
    Salvation Army3637 Broadway
    Kansas City,MO64111     		NONE PC Gift - Operations 2,000
    State Historical Society of MOKC Resources CenterRoom 302 Newcomb Hall
    5123 Holmes Street
    Kansas City,MO641102499     		NONE PC Gift - KC Resource Center Operations KC Resource Ctr-New Space in UMKC MNL 1,500
    Truman Medical Center Charitable Foundation2310 Holmes Suite 375
    Kansas City,MO641089834     		NONE PC Gift - Operations 2,500
    UMKC Conservatory of Music & DanceOlson Performing Arts Center Room
    4949 Cherry Street
    Kansas City,MO64110     		NONE PC Gift - Operations 1,000
    Union Station of Kansas City30 West Pershing Road Suite 850
    Kansas City,MO64108     		NONE PC Gift - Operations 2,500
    WornallMajors House Museums6100 Wornall Road
    Kansas City,MO64113     		NONE PC Gift - Educational Programming 2,000
    Total ................................bullet 3b 52,000

    TY 2020 AccountingFeesSchedule
    Name:
    Miller Nichols Charitable Foundation
    EIN:
    43-1567351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JMW & ASSOCIATES 4,000 4,000    
    MARY PETRIE 3,930 3,930    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Miller Nichols Charitable Foundation
    EIN:
    43-1567351
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Miller Nichols Charitable Foundation
    EIN:
    43-1567351
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES-    
    SEE ATTACHMENT 7A 17,667,585 17,667,585

    TY 2020 LegalFeesSchedule
    Name:
    Miller Nichols Charitable Foundation
    EIN:
    43-1567351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 33,377 33,377    


    TY 2020 OtherExpensesSchedule
    Name:
    Miller Nichols Charitable Foundation
    EIN:
    43-1567351
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS OFFICE EXPENSES 1,303     1,303
    RENT EXPENSE 15,785     15,785
    INSURANCE 2,294     2,294
    UTILITIES 3,454     3,454


    TY 2020 OtherIncomeSchedule2
    Name:
    Miller Nichols Charitable Foundation
    EIN:
    43-1567351
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UNREALIZED GAINS ON GIFTED SECURITIES 303,202    


    TY 2020 OtherIncreasesSchedule
    Name:
    Miller Nichols Charitable Foundation
    EIN:
    43-1567351
    Description Amount
    UNREALIZED GAIN ON SECURITIES 328,673


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Miller Nichols Charitable Foundation
    EIN:
    43-1567351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 65,374 65,374 0  
    ADMINISTRATIVE EXPENSE 34,476     34,476
    COMMUNICATIONS 17,500     17,500


    TY 2020 TaxesSchedule
    Name:
    Miller Nichols Charitable Foundation
    EIN:
    43-1567351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ESTIMATED TAXES 11,423 0   0
    FOREIGN TAXES 675 675