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 04-01-2020 , and ending 03-31-2021
Name of foundation
OPPENSTEIN BROTHERS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)COMMERCE BANK TRUSTEE 118 W 47TH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64112
A Employer identification number

43-6203035
B Telephone number (see instructions)

(816) 234-1768
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$43,733,617J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 773,100 770,877  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 853,723
b Gross sales price for all assets on line 6a 5,974,360
7 Capital gain net income (from Part IV, line 2)... 853,723
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,626,823 1,624,600  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 328,342 166,286   162,056
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 515 -443   415
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 349,857 165,843   162,471
25 Contributions, gifts, grants paid....... 1,137,500 1,798,000
26 Total expenses and disbursements. Add lines 24 and 25 1,487,357 165,843   1,960,471
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 139,466
b Net investment income (if negative, enter -0-) 1,458,757
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.............      
2 Savings and temporary cash investments......... 808,919 710,399 710,399
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) 2,996,466 Click to see attachment3,112,472 3,209,316
b Investments—corporate stock (attach schedule)....... 2,046,298 Click to see attachment2,545,243 4,624,549
c Investments—corporate bonds (attach schedule)....... 6,189,452 Click to see attachment5,132,506 5,380,645
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 20,486,953 Click to see attachment20,506,496 29,803,708
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment1 Click to see attachment5,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,528,088 32,007,117 43,733,617
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 1,588,000 927,500
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)......... 1,588,000 927,500
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........ 30,940,088 31,079,617
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 30,940,088 31,079,617
30 Total liabilities and net assets/fund balances (see instructions). 32,528,088 32,007,117
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
30,940,088
2
Enter amount from Part I, line 27a .....................
2
139,466
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
63
4
Add lines 1, 2, and 3 ..........................
4
31,079,617
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
31,079,617
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 PUBLICLY TRADED SECURITIES      
b
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 5,974,360   5,120,637 853,723
b
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       853,723
b
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 2 853,723
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 20,277
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 0
3 Add lines 1 and 2........................... 3 20,277
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,277
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 22,536
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,536
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 2,259
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,259 RefundedBullet 11 0
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? ....................
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • 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 ofbulletCOMMERCE BANK NA Telephone no.bullet (816) 234-2568

    Located atbullet118 W 47TH STREET KANSASCITYMO 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
     
    No
    ........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
    COMMERCE BANK NA INVMGMT CORP. TRUSTEE
    40.00     		166,286 0 0
    PO BOX 419248
    KANSAS CITY,MO641416248
    COMMERCE BANK NA CHARITY OFFICE CORP. TRUSTEE
    40.00     		143,580 0 0
    PO BOX 419248
    KANSAS CITY,MO641416248
    COMMERCE BANK NA CHARITY MGMT CORP. TRUSTEE
    5.00     		18,476 0 0
    PO BOX 419248
    KANSAS CITY,MO641416248
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    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
    38,188,609
    b
    Average of monthly cash balances.......................
    1b
    847,299
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    39,040,908
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    39,040,908
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    585,614
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    38,455,294
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,922,765
    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
    1,922,765
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    20,277
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,277
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,902,488
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,902,488
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,902,488
    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
    1,960,471
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,960,471
    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
    1,960,471
    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 1,902,488
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,654,277
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,960,471
    a Applied to 2019, but not more than line 2a 1,654,277
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 306,194
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 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 ..........     		1,596,294
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PROGRAM OFFICER
    922 WALNUT SUITE 200
    KANSAS CITY,MO641061809
    (816) 234-1768
    bThe form in which applications should be submitted and information and materials they should include:
    NONE SPECIFIED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES IN THE UNITED STATES.
    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
    ABILITY KC
    3011 BALTIMORE
    KANSAS CITY,MO64108     		NONE PC SCHOLARSHIPS IN RESPONSE TO COVID-19 3,500
    ABILITY KC
    3011 BALTIMORE
    KANSAS CITY,MO64108     		NONE PC THERAPEUTIC PRESCHOOL CLINICAL THERAPY PROGRAM 30,000
    AFTER THE HARVEST
    406 W 34TH ST STE 816
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. (COVID) 5,000
    AFTER THE HARVEST
    406 W 34TH ST STE 816
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 20,000
    AMERICAN PUBLIC SQUARE INC
    300 E 39TH ST 4F
    KANSAS CITY,MO64111     		NONE PC APS STUDENT CIVICS INITIATIVE 5,000
    AMETHYST PLACE INC
    2735-A TROOST
    KANSAS CITY,MO64109     		NONE PC SUPPORTIVE HOUSING PROGRAM AND FY21 UNRESTRICTED 12,500
    AMETHYST PLACE INC
    2735-A TROOST
    KANSAS CITY,MO64109     		NONE PC VIRTUAL LEARNING SITE IN RESPONSE TO COVID-19 2,000
    ARTISTS HELPING THE HOMELESS
    11412 KNOX ST
    OVERLAND PARK,KS66210     		NONE PC BE THE CHANGE PROGRAM 7,500
    ASSISTANCE LEAGUE OF KANSAS CITY
    6101 N CHESTNUT
    GLADSTONE,MO64119     		NONE PC OPERATION SCHOOL BELL/OPERATION CHILD IN NEED AND 6,000
    AVENUE OF LIFE INC
    500 N 7TH ST TRFY
    KANSAS CITY,KS66101     		NONE PC IMPACT KCK PROGRAM EXPANSION 10,000
    BIKE WALK KC
    1106 E 30TH ST STE G
    KANSAS CITY,MO64109     		NONE PC BICYCLE HELMET SAFETY EDUCATION FOR YOUTH & ADULTS 3,000
    BISHOP SULLIVAN CENTER INC 052196
    6435 E TRUMAN RD
    KANSAS CITY,MO641262635     		NONE PC FOOD DISTRIBUTION (COVID) 2,500
    BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL
    10210 HOLMES RD
    KANSAS CITY,MO641314212     		NONE PC SCOUTREACH 10,000
    BOYS CLUB OF GREATER KANSAS CITY
    4001 BLUE PARKWAY STE 102
    KANSAS CITY,MO64130     		NONE PC PROJECT LEARN 30,000
    BOYS CLUB OF GREATER KANSAS CITY
    4001 BLUE PARKWAY STE 102
    KANSAS CITY,MO64130     		NONE PC YOUTH POLICE INITIATIVE 2,500
    CASA OF JOHNSON & WYANDOTTE COUNTIES INC
    6950 SQUIBB RD STE 300
    MISSION,KS66202     		NONE PC CHILD ADVOCACY PROGRAM AND FY21 UNRESTRICTED 15,000
    CATHOLIC CHARITIES OF KC-ST JOSEPH INC
    4001 BLUE PKWY STE 250
    KANSAS CITY,MO64130     		NONE PC SUPPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM AND CHILDREN AND FAMILY PROGRAMMING IN RESPONSE TO COVID-19 3,500
    CATHOLIC CHARITIES OF NORTHEAST KANSAS INC
    9720 W 87TH ST
    OVERLAND PARK,KS66212     		NONE PC SHALOM HOUSE 10,000
    CHILD ABUSE PREVENTION ASSOCIATION
    503 E 23RD ST
    INDEPENDENCE,MO640551502     		NONE PC FAMILY SUPPORT SERVICES PROGRAM 10,000
    CHILD PROTECTION CENTER INC
    3101 BROADWAY STE 750
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 15,000
    CHILDRENS CENTER FOR THE VISUALLY IMPAIRED
    3101 MAIN ST
    KANSAS CITY,MO64111     		NONE PC SCHOLARSHIPS FOR PRE-SCHOOL STUDENTS 20,000
    CITY YEAR INC
    415 DELAWARE ST 3RD FL
    KANSAS CITY,MO64105     		NONE PC WHOLE SCHOOL, WHOLE CHILD PROGRAM 10,000
    CITY YEAR INC
    415 DELAWARE ST 3RD FL
    KANSAS CITY,MO64105     		NONE PC COUNSELING SERVICES FOR VISTAS IN RESPONSE TO COVID-19 2,000
    COMMUNITY LINC
    4014 TROOST AVENUE
    KANSAS CITY,MO64110     		NONE PC SUPPORT FOR THE AGENCY'S HOUSING PROGRAMS 20,000
    COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY
    404 N NOLAND RD
    INDEPENDENCE,MO64050     		NONE PC RENT AND UTILITY ASSISTANCE IN RESPONSE TO COVID-19 5,000
    COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY
    404 N NOLAND RD
    INDEPENDENCE,MO64050     		NONE PC BRIDGES TO CAREER OPPORTUNITIES 15,000
    COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY
    404 N NOLAND RD
    INDEPENDENCE,MO64050     		NONE PC FOOD DISTRIBUTION (COVID) 2,500
    CONNECTING FOR GOOD INC
    3210 MICHIGAN AVE
    KANSAS CITY,MO64109     		NONE PC GOOGLE FIBER IN 100 HOMES IN PARTNERSHIP WITH OPERATION BREAKTHROUGH (COVID) 4,500
    CORNERSTONES OF CARE
    300 E 36TH ST
    KANSAS CITY,MO64111     		NONE PC GILLIS CAMPUS PROGRAMS 30,000
    CRISTO REY KANSAS CITY HIGH SCHOOL
    211 WEST LINWOOD BLVD
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 20,000
    CROSS-LINES COMMUNITY OUTREACH INC
    736 SHAWNEE AVE
    KANSAS CITY,KS66105     		NONE PC HOUSING STABILIZATION PROGRAM IN RESPONSE TO COVID-19 2,500
    CROSS-LINES COMMUNITY OUTREACH INC
    736 SHAWNEE AVE
    KANSAS CITY,KS66105     		NONE PC HOUSING STABILIZATION PROGRAM 7,500
    CROSS-LINES COMMUNITY OUTREACH INC
    736 SHAWNEE AVE
    KANSAS CITY,KS66105     		NONE PC FOOD DISTRIBUTION (COVID) 3,000
    CULTIVATE KANSAS CITY INC
    300 E 39TH ST 4B
    KANSAS CITY,MO64111     		NONE PC JUNIPER GARDENS TRAINING FARM AND FY21 UNRESTRICTED 15,000
    DE LA SALLE EDUCATION CENTER
    3737 TROOST AVE
    KANSAS CITY,MO64109     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 25,000
    DON BOSCO COMMUNITY CENTER
    580 CAMPBELL ST
    KANSAS CITY,MO64106     		NONE PC SENIOR CENTER PROGRAM AND FY21 UNRESTRICTED 15,000
    DONNELLY COLLEGE
    608 N 18TH ST
    KANSAS CITY,KS66102     		NONE PC COLLEGE COUNSELING CENTER PROGRAM 15,000
    EL CENTRO INC
    650 MINNESOTA AVE
    KANSAS CITY,KS66101     		NONE PC ACADEMY FOR CHILDREN PROGRAM 7,500
    EPEC INC DBA THE GROOMING PROJECT
    5829 TROOST AVE STE B
    KANSAS CITY,MO641103143     		NONE PC EMERGENCY ASSISTANCE (COVID) 2,500
    EPEC INC DBA THE GROOMING PROJECT
    5829 TROOST AVE STE B
    KANSAS CITY,MO641103143     		NONE PC THE GROOMING PROJECT 10,000
    FEED KC FORWARD CO GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVD STE 130
    KANSAS CITY,MO64105     		NONE PC SUPPORTING LOCALLY OWNED RESTAURANTS FEEDING NONPROFIT ORGANIZATIONS (COVID) 2,500
    FOSTER ADOPT CONNECT INC
    18600 E 37TH TERR S
    INDEPENDENCE,MO64057     		NONE PC FOSTER PARENT LICENSING 20,000
    GAN CHABAD TORAH CENTER INC DBA ANNA AND MAX ZALCMAN TORAH LEARNING CENTER
    8800 W 103RD ST
    OVERLAND PARK,KS66212     		NONE PC KC KOSHER MEALS ON WHEELS EMERGENCY FOOD ASSISTANCE 2,500
    GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC
    8383 BLUE PKWY DR
    KANSAS CITY,MO64133     		NONE PC GIRL SCOUT OUTREACH PROGRAM 7,500
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY STE 130
    KANSAS CITY,MO64105     		NONE PC KC COVID-19 FUND (COVID) 10,000
    GUADALUPE CENTER INC
    1015 AVENIDA CESAR E CHAVEZ
    KANSAS CITY,MO64108     		NONE PC GUADALUPE CENTERS AFTER SCHOOL PROGRAM AND FY21 UNRESTRICTED 20,000
    GUADALUPE CENTER INC
    1015 AVENIDA CESAR E CHAVEZ
    KANSAS CITY,MO64108     		NONE PC FOOD DISTRIBUTION (COVID) 2,500
    HAPPYBOTTOMS
    303 W 79TH ST
    KANSAS CITY,MO64114     		NONE PC DIAPER SUPPORT (COVID) 2,500
    HAPPYBOTTOMS
    303 W 79TH ST
    KANSAS CITY,MO64114     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 13,000
    HARVESTERS-THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVE
    KANSAS CITY,MO64129     		NONE PC FEEDING CHILDREN INITIATIVE AND FY21 UNRESTRICTED 30,000
    HARVESTERS-THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVE
    KANSAS CITY,MO64129     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. (COVID) 5,000
    HEARTLAND CHAMBER MUSIC LTD
    1600 GENESSEE ST STE 824
    KANSAS CITY,MO64102     		NONE PC STRING SPROUTS PROGRAM 5,000
    HOPE HOUSE INC
    PO BOX 577
    LEES SUMMIT,MO640630577     		NONE PC CHILDRENS SERVICES PROGRAM AND FY21 UNRESTRICTED 25,000
    JACKSON COUNTY CASA
    2544 HOLMES
    KANSAS CITY,MO64108     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 15,000
    JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY
    5801 W 115TH ST
    OVERLAND PARK,KS66211     		NONE PC FAMILY RECREATION COMPLEX CAPITAL CAMPAIGN 50,000
    JEWISH FAMILY SERVICES
    5801 W 115TH ST STE 103
    OVERLAND PARK,KS662111824     		NONE PC OLDER ADULT SERVICES 15,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH ST STE 201
    OVERLAND PARK,KS662111824     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 150,000
    JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY
    4600 PASEO BLVD
    KANSAS CITY,MO64110     		NONE PC PROJECT SOAR: STRENGTHENING OPPORTUNITIES FOR ADOLESCENT REFUGEES 15,000
    JOURNEY TO NEW LIFE INC
    3120 TROOST AVE
    KANSAS CITY,MO641091844     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000
    JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY
    2824 W 47TH STREET
    KANSAS CITY,KS66103     		NONE PC MAKING SENSE OUT OF CENTS PROGRAM 7,500
    KANBES MARKETS
    3119 TERRACE ST
    KANSAS CITY,MO64111     		NONE PC HEALTHY CORNER STORES & COVID RESPONSE EFFORTS 10,000
    KANBES MARKETS
    3119 TERRACE ST
    KANSAS CITY,MO64111     		NONE PC FOOD DISTRIBUTION (COVID) 3,000
    KANSAS CHILDREN'S SERVICE LEAGUE HEALTHY FAMILIES FUND
    6025 METCALF LN STE 300
    OVERLAND PARK,KS66202     		NONE PC JOHNSON COUNTY HEALTHY FAMILIES PROGRAM AND FY21 UNRESTRICTED 15,000
    KANSAS CITY BALLET ASSOCIATION
    500 W PERSHING RD
    KANSAS CITY,MO641082430     		NONE PC REACH OUT AND DANCE (ROAD) 15,000
    KC CARE HEALTH CENTER
    3515 BROADWAY
    KANSAS CITY,MO64111     		NONE PC MOBILE PEDIATRIC DENTAL UNIT (MPDU) 30,000
    KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC
    3732 MAIN ST
    KANSAS CITY,MO64111     		NONE PC ARTS PARTNERS PROGRAM 12,500
    KANSAS CITY COMMUNITY GARDENS INC
    6917 KENSINGTON AVE
    KANSAS CITY,MO64132     		NONE PC SELF-HELP GARDENING 10,000
    KANSAS CITY FRIENDS OF ALVIN AILEY
    1714 E 18TH ST
    KANSAS CITY,MO64108     		NONE PC AILEY CAMP 25,000
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE ST STE 200
    KANSAS CITY,MO64108     		NONE PC YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS 25,000
    KANSAS CITY TEACHER RESIDENCY INC
    415 DELAWARE ST STE 2W
    KANSAS CITY,MO64105     		NONE PC TEACHER RESIDENCY PROGRAM 35,000
    LEAD TO READ INC
    6022 N STRATHBURY AVE
    KANSAS CITY,MO64151     		NONE PC ONLINE PROGRAMMING IN RESPONSE TO COVID-19 3,000
    LEGAL AID OF WESTERN MISSOURI
    4001 BLUE PKWY STE 300
    KANSAS CITY,MO64130     		NONE PC DOMESTIC VIOLENCE INTERVENTION PROGRAM AND FY21 UNRESTRICTED 15,000
    LEVELUP KIDS INC
    5416 NE ANTIOCH RD
    KANSAS CITY,MO64119     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 8,000
    LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM
    2 MEMORIAL DR
    KANSAS CITY,MO64108     		NONE PC SUBSIDIZED SCHOOL PROGRAM 10,000
    LITERACY KANSAS CITY
    3036 TROOST AVE
    KANSAS CITY,MO64109     		NONE PC TICKET TO READ PROGRAM 10,000
    MATTIE RHODES CENTER
    148 N TOPPING AVE
    KANSAS CITY,MO64123     		NONE PC FAMILY SERVICES & SUPPORT PROGRAM AREAS 15,000
    METROPOLITAN LUTHERAN MINISTRY
    3031 HOLMES ST
    KANSAS CITY,MO641091435     		NONE PC IMPACT MISSOURI PROGRAM 30,000
    METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA
    3100 BROADWAY STE 400
    KANSAS CITY,MO641112591     		NONE PC SEXUAL VIOLENCE PREVENTION EDUCATION 20,000
    MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP
    31 W 31ST ST
    KANSAS CITY,MO64108     		NONE PC LIFT (LEAN IN FOR TEENS) IN RESPONSE TO COVID-19 2,500
    MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP
    31 W 31ST ST
    KANSAS CITY,MO64108     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000
    MUSIC-ARTS INSTITUTE
    1010 S PEARL ST
    INDEPENDENCE,MO64050     		NONE PC SCHOLARSHIPS 10,000
    NELSON GALLERY FOUNDATION
    4525 OAK ST
    KANSAS CITY,MO64111     		NONE PC TITLE I SCHOOL PROGRAMS 30,000
    NEWHOUSE INC
    660 BROOKLYN
    KANSAS CITY,MO64124     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 50,000
    NORTHEAST COMMUNITY CENTER INC
    544 WABASH AVE
    KANSAS CITY,MO64124     		NONE PC HARMONY PROJECT KC 10,000
    NORTHLAND ASSISTANCE CENTER
    2018 GENTRY ST
    NORTH KANSAS CITY,MO64116     		NONE PC EMERGENCY ASSISTANCE PROGRAM 8,000
    NORTHLAND EARLY EDUCATION CENTER
    8630 N OAK TRFY
    KANSAS CITY,MO64155     		NONE PC EARLY INTERVENTION SERVICES PROGRAM 7,500
    NORTHLAND EARLY EDUCATION CENTER
    8630 N OAK TRFY
    KANSAS CITY,MO64155     		NONE PC SCHOLARSHIPS IN RESPONSE TO COVID-19 2,000
    NORTHLAND SHEPHERD'S CENTER
    4805 NE ANTIOCH RD STE 9
    KANSAS CITY,MO64119     		NONE PC RESPITE CARE 8,000
    NOURISHKC
    PO BOX 412458
    KANSAS CITY,MO64041     		NONE PC FOOD RESCUE PROGRAM AND FY21 UNRESTRICTED 10,000
    NOURISHKC
    PO BOX 412458
    KANSAS CITY,MO64041     		NONE PC FOOD RESCUE PROGRAM AND FY21 UNRESTRICTED 35,000
    NOURISHKC
    PO BOX 412458
    KANSAS CITY,MO64041     		NONE PC FOOD DISTRIBUTION (COVID) 3,000
    OPERATION BREAKTHROUGH INC
    3039 TROOST
    KANSAS CITY,ME64109     		NONE PC SOCIAL SERVICES FOR HOMELESS/NEAR HOMELESS CHILDREN & FAMILIES 30,000
    PLANNED PARENTHOOD GREAT PLAINS
    4401 W 109TH ST STE 200
    OVERLAND PARK,KS66211     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 40,000
    COMMUNITY CAPITAL FUND FBO RIGHTFULLY SEWN
    1800 WYANDOTTE ST STE 204
    KANSAS CITY,MO64108     		NONE PC CRISIS MASK MANUFACTURING (COVID) 1,500
    COMMUNITY CAPITAL FUND FBO RIGHTFULLY SEWN
    1800 WYANDOTTE ST STE 204
    KANSAS CITY,MO64108     		NONE PC SEAMSTRESS TRAINING PROGRAM AND FY21 UNRESTRICTED 8,000
    REACH OUT AND READ KANSAS CITY
    3901 RAINBOW BLVD
    KANSAS CITY,KS66160     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 2,000
    REBUILDING TOGETHER KANSAS CITY INC
    2050 PLUMBERS WY 150
    LIBERTY,MO64068     		NONE PC SAFE AT HOME PROGRAM 7,500
    RECONCILIATION SERVICES
    3101 TROOST AVE
    KANSAS CITY,MO64109     		NONE PC THELMA'S KITCHEN, DONATE-WHAT-YOU-CAN COMMUNITY CAF 7,500
    REDISCOVER
    1555 NE RICE RD
    LEES SUMMIT,MO64086     		NONE PC PARENT-CHILD INTERACTION THERAPY (PCIT) TRAINING 6,500
    RESTART INC
    918 E 9TH ST
    KANSAS CITY,MO64106     		NONE PC MASKS AND/OR CLEANING SUPPLIES (COVID RESPONSE) 2,500
    RESTART INC
    918 E 9TH ST
    KANSAS CITY,MO64106     		NONE PC ADULT SHELTER PROGRAM 25,000
    RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC
    2502 CHERRY ST
    KANSAS CITY,MO64108     		NONE PC FAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL 15,000
    ROSE BROOKS CENTER INC
    PO BOX 320599
    KANSAS CITY,MO64132     		NONE PC EMERGENCY SHELTER PROGRAM AND FY21 UNRESTRICTED 20,000
    SAFEHOME INC
    8745 BALLENTINE ST
    OVERLAND PARK,KS66214     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 7,500
    SAFEHOME INC
    8745 BALLENTINE ST
    OVERLAND PARK,KS66214     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 15,000
    SAVE INC
    PO BOX 45301
    KANSAS CITY,MO64171     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 18,000
    SETON CENTER INC
    2816 E 23RD ST
    KANSAS CITY,MO64127     		NONE PC ADOPT-A-SCHOOL DENTAL SERVICES 25,000
    SHEFFIELD PLACE
    6604 E 12TH ST
    KANSAS CITY,MO64126     		NONE PC A PLACE TO GROW: THE CAMPAIGN FOR SHEFFIELD PLACE 10,000
    SHEPHERDS CENTER OF KANSAS CITY CENTRAL
    1111 W 39TH ST STE 200
    KANSAS CITY,MO64111     		NONE PC SENIOR COMPANION PROGRAM AND FY21 UNRESTRICTED 10,000
    SHEPHERDS CENTER OF KANSAS CITY KANSAS INC
    757 ARMSTRONG AVE
    KANSAS CITY,KS66101     		NONE PC MINOR HOME REPAIR PROGRAM FOR SENIORS 15,000
    START AT ZERO
    5508 TROOST AVE
    KANSAS CITY,MO64110     		NONE PC FAMILY VISITING 15,000
    SUNFLOWER HOUSE
    15440 W 65TH ST
    SHAWNEE,KS66217     		NONE PC CHILD ABUSE PREVENTION EDUCATION PROGRAM 15,000
    SYNERGY SERVICES INC
    400 E 6TH ST
    PARKVILLE,MO641523703     		NONE PC STREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) AND FY21 UNRESTRICTED 10,000
    THE CHILDRENS PLACE INC
    2 E 59TH ST
    KANSAS CITY,MO64113     		NONE PC DAY TREATMENT SERVICES PROGRAM 25,000
    THE FAMILY CONSERVANCY
    444 MINNESOTA AVE STE 200
    KANSAS CITY,KS66101     		NONE PC STUDENT ASSISTANCE PROGRAM AND FY21 UNRESTRICTED 12,000
    THE LAUNCHCODE FOUNDATION
    4811 DELMAR BLVD
    ST LOUIS,MO63108     		NONE PC KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM 2,500
    THE WHOLE PERSON INC
    3710 MAIN ST
    KANSAS CITY,MO641111913     		NONE PC THE WHOLE FAMILY PROJECT 5,000
    TURN THE PAGE KC INC
    4049 PENNSYLVANIA STE 301
    KANSAS CITY,MO64111     		NONE PC OUT OF SCHOOL COLLABORATIVE IN RESPONSE TO COVID-19 10,000
    UNITED INNER CITY SERVICES
    2008 E 12TH ST
    KANSAS CITY,MO64127     		NONE PC EMERGENCY FOOD ASSISTANCE (COVID) 1,500
    UNITED INNER CITY SERVICES
    2008 E 12TH ST
    KANSAS CITY,MO64127     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 15,000
    VILLAGE SHALOM INC
    5500 W 123RD ST
    OVERLAND PARK,KS66209     		NONE PC FINANCIAL ASSISTANCE FUND PROGRAM SUPPORT 15,000
    WILDWOOD OUTDOOR EDUCATION CENTER INC
    7095 W 399TH STREET
    LACYGNE,KS66040     		NONE PC SLEEP AWAY SUMMER CAMP FOR 575 YOUTH AND FY21 UNRESTRICTED 8,500
    WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES)
    500 COLLEGE HILL CAMPUS BOX 1015
    LIBERTY,MO640681896     		NONE PC HARRIMAN-JEWELL SERIES' 2019/2020 SEASON EDUCATION EVENTS 10,000
    WOMENS EMPLOYMENT NETWORK
    4328 MADISON AVE
    KANSAS CITY,MO64111     		NONE PC WEN SIGNATURE PROGRAMMING AND SERVICES 12,000
    WOMENS EMPLOYMENT NETWORK
    4328 MADISON AVE
    KANSAS CITY,MO64111     		NONE PC EMERGENCY ASSISTANCE TO CLIENTS IN RESPONSE TO COVID-19 2,500
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY
    3100 BROADWAY STE 1020
    KANSAS CITY,MO64130     		NONE PC LINWOOD Y VIRTUAL LEARNING SUPPORT CENTER 25,000
    YOUTH AMBASSADORS
    5809 MICHIGAN AVE
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 12,500
    YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC
    1111 W 39TH ST STE A128
    KANSAS CITY,MO64111     		NONE PC ORCHESTRAL EDUCATION PROGRAM 15,000
    Total .................................bullet 3a 1,798,000
    bApproved for future payment
    2020 LEADERSHIP
    31 W 31ST ST
    KANSAS CITY,MO64108     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 25,000
    AFTER THE HARVEST
    406 W 34TH ST STE 816
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 20,000
    AMETHYST PLACE
    2735-A TROOST
    KANSAS CITY,MO64109     		NONE PC SUPPORTIVE HOUSING PROGRAM AND FY21 UNRESTRICTED 12,500
    ARTISTS HELPING THE HOMELESS
    11412 KNOX ST
    OVERLAND PARK,KS66210     		NONE PC BE THE CHANGE PROGRAM 7,500
    BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY
    4001 BLUE PARKWAY STE 102
    KANSAS CITY,MO64130     		NONE PC PROJECT LEARN 60,000
    CASA OF JOHNSON & WYANDOTTE COUNTIES
    6950 SQUIBB RD STE 300
    MISSION,KS66202     		NONE PC CHILD ADVOCACY PROGRAM AND FY21 UNRESTRICTED 15,000
    CHILDREN'S PLACE
    2 E 59TH ST
    KANSAS CITY,MO64113     		NONE PC DAY TREATMENT SERVICES PROGRAM 25,000
    CITY YEAR KANSAS CITY
    415 DELAWARE ST 3RD FL
    KANSAS CITY,MO64105     		NONE PC WHOLE SCHOOL, WHOLE CHILD PROGRAM 10,000
    COMMUNITY SERVICES LEAGUE
    404 N NOLAND RD
    INDEPENDENCE,MO64050     		NONE PC BRIDGES TO CAREER OPPORTUNITIES 15,000
    COTERIE
    2450 GRAND BLVD STE 144
    KANSAS CITY,MO64108     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000
    CRISTO REY
    211 WEST LINWOOD BLVD
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 20,000
    CULTIVATE KANSAS CITY
    300 E 39TH ST 4B
    KANSAS CITY,MO64111     		NONE PC JUNIPER GARDENS TRAINING FARM AND FY21 UNRESTRICTED 15,000
    DONNELLY COLLEGE
    608 N 18TH ST
    KANSAS CITY,KS66102     		NONE PC COLLEGE COUNSELING CENTER PROGRAM 15,000
    FOLLY THEATER
    1020 CENTRAL STE 200 PO BOX 26505
    KANSAS CITY,MO64196     		NONE PC FOLLY KIDS' SERIES 5,000
    GUADALUPE CENTERS
    1015 AVENIDA CESAR E CHAVEZ
    KANSAS CITY,MO64108     		NONE PC GUADALUPE CENTERS AFTER SCHOOL PROGRAM AND FY21 UNRESTRICTED 20,000
    HAPPYBOTTOMS
    303 W 79TH ST
    KANSAS CITY,MO64114     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 26,000
    HARRIMAN-JEWELL SERIES
    500 COLLEGE HILL CAMPUS BOX 1015
    LIBERTY,MO64068     		NONE PC HARRIMAN-JEWELL SERIES' 2019/2020 SEASON EDUCATION EVENTS 10,000
    HEALTH PARTNERSHIP CLINIC
    407 S CLAIRBORNE RD STE 104
    OLATHE,KS66062     		NONE PC YOUTH BEHAVIORAL HEALTH SERIVCES 7,500
    HOPE HOUSE
    PO BOX 577
    LEES SUMMIT,MO640630577     		NONE PC CHILDRENS SERVICES PROGRAM AND FY21 UNRESTRICTED 25,000
    JACKSON COUNTY CASA
    2544 HOLMES
    KANSAS CITY,MO64108     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 30,000
    JEWISH FAMILY SERVICES OF GREATER KANSAS CITY
    5801 W 115TH ST STE 103
    OVERLAND PARK,KS662111824     		NONE PC OLDER ADULT SERVICES 15,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH ST STE 201
    OVERLAND PARK,KS662111824     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 150,000
    JOURNEY TO NEW LIFE
    3120 TROOST AVE
    KANSAS CITY,MO641091844     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000
    KANSAS CHILDREN'S SERVICE LEAGUE (KANSAS CITY OFFICE)
    6025 METCALF LN STE 300
    OVERLAND PARK,KS66202     		NONE PC JOHNSON COUNTY HEALTHY FAMILIES PROGRAM AND FY21 UNRESTRICTED 15,000
    KANSAS CITY BALLET
    500 W PERSHING RD
    KANSAS CITY,MO641082430     		NONE PC REACH OUT AND DANCE (ROAD) 15,000
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE ST STE 200
    KANSAS CITY,MO64108     		NONE PC YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS 25,000
    LAUNCHCODE FOUNDATION
    4811 DELMAR BLVD
    ST LOUIS,MO63108     		NONE PC KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM 2,500
    LEVELUP KIDS (FORMERLY MILES OF SMILES)
    5416 NE ANTIOCH RD
    KANSAS CITY,MO64119     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 8,000
    LITERACY KANSAS CITY
    3036 TROOST AVE
    KANSAS CITY,MO64109     		NONE PC TICKET TO READ PROGRAM 10,000
    MOCSA
    3100 BROADWAY STE 400
    KANSAS CITY,MO641112591     		NONE PC SEXUAL VIOLENCE PREVENTION EDUCATION 20,000
    MUSICARTS INSTITUTE
    1010 S PEARL ST
    INDEPENDENCE,MO64050     		NONE PC SCHOLARSHIPS 10,000
    NATIONAL WORLD WAR I MUSEUM
    2 MEMORIAL DR
    KANSAS CITY,MO64108     		NONE PC SUBSIDIZED SCHOOL PROGRAM 10,000
    NORTHLAND ASSISTANCE CENTER
    2018 GENTRY ST
    NORTH KANSAS CITY,MO64116     		NONE PC EMERGENCY ASSISTANCE PROGRAM 8,000
    OPERATION BREAKTHROUGH INC
    3039 TROOST
    KANSAS CITY,MO64109     		NONE PC SOCIAL SERVICES FOR HOMELESS/NEAR HOMELESS CHILDREN & FAMILIES 60,000
    PETS FOR LIFE
    7240 WORNALL RD
    KANSAS CITY,MO64114     		NONE PC ANIMAL ASSISTED THERAPY FOR THE UNDERSERVED 4,000
    PLANNED PARENTHOOD GREAT PLAINS
    4401 W 109TH ST STE 200
    OVERLAND PARK,KS66211     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 40,000
    RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY
    2502 CHERRY ST
    KANSAS CITY,MO64108     		NONE PC FAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL 15,000
    SAVE INC
    PO BOX 45301
    KANSAS CITY,MO64171     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 18,000
    SHEFFIELD PLACE
    6604 E 12TH ST
    KANSAS CITY,MO64126     		NONE PC A PLACE TO GROW: THE CAMPAIGN FOR SHEFFIELD PLACE 10,000
    START AT ZERO
    5508 TROOST AVE
    KANSAS CITY,MO64110     		NONE PC FAMILY VISITING 15,000
    UNION STATION
    30 W PERSHING RD
    KANSAS CITY,MO64108     		NONE PC AUSCHWITZ TOURING EXHIBITION 25,000
    URBAN RANGER CORPS
    5908 SWOPE PKWY
    KANSAS CITY,MO64130     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 5,000
    VIBRANT HEALTH
    21 N 12TH ST STE 300
    KANSAS CITY,KS66102     		NONE PC DENTAL CLINIC EQUIPMENT AS PART OF MEEKS CLINIC MERGER/EXPANSION 15,000
    VILLAGE SHALOM
    5500 W 123RD ST
    OVERLAND PARK,KS66209     		NONE PC FINANCIAL ASSISTANCE FUND PROGRAM SUPPORT 15,000
    WILDWOOD OUTDOOR EDUCATION CENTER
    7095 W 399TH STREET
    LACYGNE,KS66040     		NONE PC SLEEP AWAY SUMMER CAMP FOR 575 YOUTH AND FY21 UNRESTRICTED 8,500
    YOUTH AMBASSADORS
    5809 MICHIGAN AVE
    KANSAS CITY,MO64130     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 25,000
    Total .................................bullet 3b 927,500
    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 ...........     		         
    4 Dividends and interest from securities....     14 773,100  
    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 ............     		    18 853,723  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,626,823 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,626,823
    (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
    ANN A TRAVER CHARITABLE TRUST B 501(C)(4) COMMON TRUSTEE
    IVY J TRIMMER - CHRISTIAN CHURCH 501(C)(4) COMMON TRUSTEE
    IVY J TRIMMER TRUST 501(C)(4) COMMON TRUSTEE
    ALICE G OGG TRUST UNDER WILL 501(C)(4) COMMON TRUSTEE
    MARY HARTMANN FOUNDATION 501(C)(4) COMMON TRUSTEE
    SHAARE SHOLEM CEMETERY TRUST 501(C)(4) COMMON TRUSTEE
    ADATH JOSEPH CEMETERY FUND 501(C)(4) COMMON TRUSTEE
    NINA BOZARTH TUW FBO KAMPF CEMETERY 501(C)(4) COMMON TRUSTEE
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    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
    ABILITY KC3011 BALTIMORE
    KANSAS CITY,MO64108     		NONE PC SCHOLARSHIPS IN RESPONSE TO COVID-19 3,500
    ABILITY KC3011 BALTIMORE
    KANSAS CITY,MO64108     		NONE PC THERAPEUTIC PRESCHOOL CLINICAL THERAPY PROGRAM 30,000
    AFTER THE HARVEST406 W 34TH ST STE 816
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. (COVID) 5,000
    AFTER THE HARVEST406 W 34TH ST STE 816
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 20,000
    AMERICAN PUBLIC SQUARE INC300 E 39TH ST 4F
    KANSAS CITY,MO64111     		NONE PC APS STUDENT CIVICS INITIATIVE 5,000
    AMETHYST PLACE INC2735-A TROOST
    KANSAS CITY,MO64109     		NONE PC SUPPORTIVE HOUSING PROGRAM AND FY21 UNRESTRICTED 12,500
    AMETHYST PLACE INC2735-A TROOST
    KANSAS CITY,MO64109     		NONE PC VIRTUAL LEARNING SITE IN RESPONSE TO COVID-19 2,000
    ARTISTS HELPING THE HOMELESS11412 KNOX ST
    OVERLAND PARK,KS66210     		NONE PC BE THE CHANGE PROGRAM 7,500
    ASSISTANCE LEAGUE OF KANSAS CITY6101 N CHESTNUT
    GLADSTONE,MO64119     		NONE PC OPERATION SCHOOL BELL/OPERATION CHILD IN NEED AND 6,000
    AVENUE OF LIFE INC500 N 7TH ST TRFY
    KANSAS CITY,KS66101     		NONE PC IMPACT KCK PROGRAM EXPANSION 10,000
    BIKE WALK KC1106 E 30TH ST STE G
    KANSAS CITY,MO64109     		NONE PC BICYCLE HELMET SAFETY EDUCATION FOR YOUTH & ADULTS 3,000
    BISHOP SULLIVAN CENTER INC 0521966435 E TRUMAN RD
    KANSAS CITY,MO641262635     		NONE PC FOOD DISTRIBUTION (COVID) 2,500
    BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL10210 HOLMES RD
    KANSAS CITY,MO641314212     		NONE PC SCOUTREACH 10,000
    BOYS CLUB OF GREATER KANSAS CITY4001 BLUE PARKWAY STE 102
    KANSAS CITY,MO64130     		NONE PC PROJECT LEARN 30,000
    BOYS CLUB OF GREATER KANSAS CITY4001 BLUE PARKWAY STE 102
    KANSAS CITY,MO64130     		NONE PC YOUTH POLICE INITIATIVE 2,500
    CASA OF JOHNSON & WYANDOTTE COUNTIES INC6950 SQUIBB RD STE 300
    MISSION,KS66202     		NONE PC CHILD ADVOCACY PROGRAM AND FY21 UNRESTRICTED 15,000
    CATHOLIC CHARITIES OF KC-ST JOSEPH INC4001 BLUE PKWY STE 250
    KANSAS CITY,MO64130     		NONE PC SUPPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM AND CHILDREN AND FAMILY PROGRAMMING IN RESPONSE TO COVID-19 3,500
    CATHOLIC CHARITIES OF NORTHEAST KANSAS INC9720 W 87TH ST
    OVERLAND PARK,KS66212     		NONE PC SHALOM HOUSE 10,000
    CHILD ABUSE PREVENTION ASSOCIATION503 E 23RD ST
    INDEPENDENCE,MO640551502     		NONE PC FAMILY SUPPORT SERVICES PROGRAM 10,000
    CHILD PROTECTION CENTER INC3101 BROADWAY STE 750
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 15,000
    CHILDRENS CENTER FOR THE VISUALLY IMPAIRED3101 MAIN ST
    KANSAS CITY,MO64111     		NONE PC SCHOLARSHIPS FOR PRE-SCHOOL STUDENTS 20,000
    CITY YEAR INC415 DELAWARE ST 3RD FL
    KANSAS CITY,MO64105     		NONE PC WHOLE SCHOOL, WHOLE CHILD PROGRAM 10,000
    CITY YEAR INC415 DELAWARE ST 3RD FL
    KANSAS CITY,MO64105     		NONE PC COUNSELING SERVICES FOR VISTAS IN RESPONSE TO COVID-19 2,000
    COMMUNITY LINC4014 TROOST AVENUE
    KANSAS CITY,MO64110     		NONE PC SUPPORT FOR THE AGENCY'S HOUSING PROGRAMS 20,000
    COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY404 N NOLAND RD
    INDEPENDENCE,MO64050     		NONE PC RENT AND UTILITY ASSISTANCE IN RESPONSE TO COVID-19 5,000
    COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY404 N NOLAND RD
    INDEPENDENCE,MO64050     		NONE PC BRIDGES TO CAREER OPPORTUNITIES 15,000
    COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY404 N NOLAND RD
    INDEPENDENCE,MO64050     		NONE PC FOOD DISTRIBUTION (COVID) 2,500
    CONNECTING FOR GOOD INC3210 MICHIGAN AVE
    KANSAS CITY,MO64109     		NONE PC GOOGLE FIBER IN 100 HOMES IN PARTNERSHIP WITH OPERATION BREAKTHROUGH (COVID) 4,500
    CORNERSTONES OF CARE300 E 36TH ST
    KANSAS CITY,MO64111     		NONE PC GILLIS CAMPUS PROGRAMS 30,000
    CRISTO REY KANSAS CITY HIGH SCHOOL211 WEST LINWOOD BLVD
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 20,000
    CROSS-LINES COMMUNITY OUTREACH INC736 SHAWNEE AVE
    KANSAS CITY,KS66105     		NONE PC HOUSING STABILIZATION PROGRAM IN RESPONSE TO COVID-19 2,500
    CROSS-LINES COMMUNITY OUTREACH INC736 SHAWNEE AVE
    KANSAS CITY,KS66105     		NONE PC HOUSING STABILIZATION PROGRAM 7,500
    CROSS-LINES COMMUNITY OUTREACH INC736 SHAWNEE AVE
    KANSAS CITY,KS66105     		NONE PC FOOD DISTRIBUTION (COVID) 3,000
    CULTIVATE KANSAS CITY INC300 E 39TH ST 4B
    KANSAS CITY,MO64111     		NONE PC JUNIPER GARDENS TRAINING FARM AND FY21 UNRESTRICTED 15,000
    DE LA SALLE EDUCATION CENTER3737 TROOST AVE
    KANSAS CITY,MO64109     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 25,000
    DON BOSCO COMMUNITY CENTER580 CAMPBELL ST
    KANSAS CITY,MO64106     		NONE PC SENIOR CENTER PROGRAM AND FY21 UNRESTRICTED 15,000
    DONNELLY COLLEGE608 N 18TH ST
    KANSAS CITY,KS66102     		NONE PC COLLEGE COUNSELING CENTER PROGRAM 15,000
    EL CENTRO INC650 MINNESOTA AVE
    KANSAS CITY,KS66101     		NONE PC ACADEMY FOR CHILDREN PROGRAM 7,500
    EPEC INC DBA THE GROOMING PROJECT5829 TROOST AVE STE B
    KANSAS CITY,MO641103143     		NONE PC EMERGENCY ASSISTANCE (COVID) 2,500
    EPEC INC DBA THE GROOMING PROJECT5829 TROOST AVE STE B
    KANSAS CITY,MO641103143     		NONE PC THE GROOMING PROJECT 10,000
    FEED KC FORWARD CO GREATER KANSAS CITY COMMUNITY FOUNDATION1055 BROADWAY BLVD STE 130
    KANSAS CITY,MO64105     		NONE PC SUPPORTING LOCALLY OWNED RESTAURANTS FEEDING NONPROFIT ORGANIZATIONS (COVID) 2,500
    FOSTER ADOPT CONNECT INC18600 E 37TH TERR S
    INDEPENDENCE,MO64057     		NONE PC FOSTER PARENT LICENSING 20,000
    GAN CHABAD TORAH CENTER INC DBA ANNA AND MAX ZALCMAN TORAH LEARNING CENTER8800 W 103RD ST
    OVERLAND PARK,KS66212     		NONE PC KC KOSHER MEALS ON WHEELS EMERGENCY FOOD ASSISTANCE 2,500
    GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC8383 BLUE PKWY DR
    KANSAS CITY,MO64133     		NONE PC GIRL SCOUT OUTREACH PROGRAM 7,500
    GREATER KANSAS CITY COMMUNITY FOUNDATION1055 BROADWAY STE 130
    KANSAS CITY,MO64105     		NONE PC KC COVID-19 FUND (COVID) 10,000
    GUADALUPE CENTER INC1015 AVENIDA CESAR E CHAVEZ
    KANSAS CITY,MO64108     		NONE PC GUADALUPE CENTERS AFTER SCHOOL PROGRAM AND FY21 UNRESTRICTED 20,000
    GUADALUPE CENTER INC1015 AVENIDA CESAR E CHAVEZ
    KANSAS CITY,MO64108     		NONE PC FOOD DISTRIBUTION (COVID) 2,500
    HAPPYBOTTOMS303 W 79TH ST
    KANSAS CITY,MO64114     		NONE PC DIAPER SUPPORT (COVID) 2,500
    HAPPYBOTTOMS303 W 79TH ST
    KANSAS CITY,MO64114     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 13,000
    HARVESTERS-THE COMMUNITY FOOD NETWORK3801 TOPPING AVE
    KANSAS CITY,MO64129     		NONE PC FEEDING CHILDREN INITIATIVE AND FY21 UNRESTRICTED 30,000
    HARVESTERS-THE COMMUNITY FOOD NETWORK3801 TOPPING AVE
    KANSAS CITY,MO64129     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. (COVID) 5,000
    HEARTLAND CHAMBER MUSIC LTD1600 GENESSEE ST STE 824
    KANSAS CITY,MO64102     		NONE PC STRING SPROUTS PROGRAM 5,000
    HOPE HOUSE INCPO BOX 577
    LEES SUMMIT,MO640630577     		NONE PC CHILDRENS SERVICES PROGRAM AND FY21 UNRESTRICTED 25,000
    JACKSON COUNTY CASA2544 HOLMES
    KANSAS CITY,MO64108     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 15,000
    JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY5801 W 115TH ST
    OVERLAND PARK,KS66211     		NONE PC FAMILY RECREATION COMPLEX CAPITAL CAMPAIGN 50,000
    JEWISH FAMILY SERVICES5801 W 115TH ST STE 103
    OVERLAND PARK,KS662111824     		NONE PC OLDER ADULT SERVICES 15,000
    JEWISH FEDERATION OF GREATER KANSAS CITY5801 W 115TH ST STE 201
    OVERLAND PARK,KS662111824     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 150,000
    JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY4600 PASEO BLVD
    KANSAS CITY,MO64110     		NONE PC PROJECT SOAR: STRENGTHENING OPPORTUNITIES FOR ADOLESCENT REFUGEES 15,000
    JOURNEY TO NEW LIFE INC3120 TROOST AVE
    KANSAS CITY,MO641091844     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000
    JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY2824 W 47TH STREET
    KANSAS CITY,KS66103     		NONE PC MAKING SENSE OUT OF CENTS PROGRAM 7,500
    KANBES MARKETS3119 TERRACE ST
    KANSAS CITY,MO64111     		NONE PC HEALTHY CORNER STORES & COVID RESPONSE EFFORTS 10,000
    KANBES MARKETS3119 TERRACE ST
    KANSAS CITY,MO64111     		NONE PC FOOD DISTRIBUTION (COVID) 3,000
    KANSAS CHILDREN'S SERVICE LEAGUE HEALTHY FAMILIES FUND6025 METCALF LN STE 300
    OVERLAND PARK,KS66202     		NONE PC JOHNSON COUNTY HEALTHY FAMILIES PROGRAM AND FY21 UNRESTRICTED 15,000
    KANSAS CITY BALLET ASSOCIATION500 W PERSHING RD
    KANSAS CITY,MO641082430     		NONE PC REACH OUT AND DANCE (ROAD) 15,000
    KC CARE HEALTH CENTER3515 BROADWAY
    KANSAS CITY,MO64111     		NONE PC MOBILE PEDIATRIC DENTAL UNIT (MPDU) 30,000
    KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC3732 MAIN ST
    KANSAS CITY,MO64111     		NONE PC ARTS PARTNERS PROGRAM 12,500
    KANSAS CITY COMMUNITY GARDENS INC6917 KENSINGTON AVE
    KANSAS CITY,MO64132     		NONE PC SELF-HELP GARDENING 10,000
    KANSAS CITY FRIENDS OF ALVIN AILEY1714 E 18TH ST
    KANSAS CITY,MO64108     		NONE PC AILEY CAMP 25,000
    KANSAS CITY SYMPHONY1703 WYANDOTTE ST STE 200
    KANSAS CITY,MO64108     		NONE PC YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS 25,000
    KANSAS CITY TEACHER RESIDENCY INC415 DELAWARE ST STE 2W
    KANSAS CITY,MO64105     		NONE PC TEACHER RESIDENCY PROGRAM 35,000
    LEAD TO READ INC6022 N STRATHBURY AVE
    KANSAS CITY,MO64151     		NONE PC ONLINE PROGRAMMING IN RESPONSE TO COVID-19 3,000
    LEGAL AID OF WESTERN MISSOURI4001 BLUE PKWY STE 300
    KANSAS CITY,MO64130     		NONE PC DOMESTIC VIOLENCE INTERVENTION PROGRAM AND FY21 UNRESTRICTED 15,000
    LEVELUP KIDS INC5416 NE ANTIOCH RD
    KANSAS CITY,MO64119     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 8,000
    LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM2 MEMORIAL DR
    KANSAS CITY,MO64108     		NONE PC SUBSIDIZED SCHOOL PROGRAM 10,000
    LITERACY KANSAS CITY3036 TROOST AVE
    KANSAS CITY,MO64109     		NONE PC TICKET TO READ PROGRAM 10,000
    MATTIE RHODES CENTER148 N TOPPING AVE
    KANSAS CITY,MO64123     		NONE PC FAMILY SERVICES & SUPPORT PROGRAM AREAS 15,000
    METROPOLITAN LUTHERAN MINISTRY3031 HOLMES ST
    KANSAS CITY,MO641091435     		NONE PC IMPACT MISSOURI PROGRAM 30,000
    METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA3100 BROADWAY STE 400
    KANSAS CITY,MO641112591     		NONE PC SEXUAL VIOLENCE PREVENTION EDUCATION 20,000
    MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP31 W 31ST ST
    KANSAS CITY,MO64108     		NONE PC LIFT (LEAN IN FOR TEENS) IN RESPONSE TO COVID-19 2,500
    MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP31 W 31ST ST
    KANSAS CITY,MO64108     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000
    MUSIC-ARTS INSTITUTE1010 S PEARL ST
    INDEPENDENCE,MO64050     		NONE PC SCHOLARSHIPS 10,000
    NELSON GALLERY FOUNDATION4525 OAK ST
    KANSAS CITY,MO64111     		NONE PC TITLE I SCHOOL PROGRAMS 30,000
    NEWHOUSE INC660 BROOKLYN
    KANSAS CITY,MO64124     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 50,000
    NORTHEAST COMMUNITY CENTER INC544 WABASH AVE
    KANSAS CITY,MO64124     		NONE PC HARMONY PROJECT KC 10,000
    NORTHLAND ASSISTANCE CENTER2018 GENTRY ST
    NORTH KANSAS CITY,MO64116     		NONE PC EMERGENCY ASSISTANCE PROGRAM 8,000
    NORTHLAND EARLY EDUCATION CENTER8630 N OAK TRFY
    KANSAS CITY,MO64155     		NONE PC EARLY INTERVENTION SERVICES PROGRAM 7,500
    NORTHLAND EARLY EDUCATION CENTER8630 N OAK TRFY
    KANSAS CITY,MO64155     		NONE PC SCHOLARSHIPS IN RESPONSE TO COVID-19 2,000
    NORTHLAND SHEPHERD'S CENTER4805 NE ANTIOCH RD STE 9
    KANSAS CITY,MO64119     		NONE PC RESPITE CARE 8,000
    NOURISHKCPO BOX 412458
    KANSAS CITY,MO64041     		NONE PC FOOD RESCUE PROGRAM AND FY21 UNRESTRICTED 10,000
    NOURISHKCPO BOX 412458
    KANSAS CITY,MO64041     		NONE PC FOOD RESCUE PROGRAM AND FY21 UNRESTRICTED 35,000
    NOURISHKCPO BOX 412458
    KANSAS CITY,MO64041     		NONE PC FOOD DISTRIBUTION (COVID) 3,000
    OPERATION BREAKTHROUGH INC3039 TROOST
    KANSAS CITY,ME64109     		NONE PC SOCIAL SERVICES FOR HOMELESS/NEAR HOMELESS CHILDREN & FAMILIES 30,000
    PLANNED PARENTHOOD GREAT PLAINS4401 W 109TH ST STE 200
    OVERLAND PARK,KS66211     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 40,000
    COMMUNITY CAPITAL FUND FBO RIGHTFULLY SEWN1800 WYANDOTTE ST STE 204
    KANSAS CITY,MO64108     		NONE PC CRISIS MASK MANUFACTURING (COVID) 1,500
    COMMUNITY CAPITAL FUND FBO RIGHTFULLY SEWN1800 WYANDOTTE ST STE 204
    KANSAS CITY,MO64108     		NONE PC SEAMSTRESS TRAINING PROGRAM AND FY21 UNRESTRICTED 8,000
    REACH OUT AND READ KANSAS CITY3901 RAINBOW BLVD
    KANSAS CITY,KS66160     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 2,000
    REBUILDING TOGETHER KANSAS CITY INC2050 PLUMBERS WY 150
    LIBERTY,MO64068     		NONE PC SAFE AT HOME PROGRAM 7,500
    RECONCILIATION SERVICES3101 TROOST AVE
    KANSAS CITY,MO64109     		NONE PC THELMA'S KITCHEN, DONATE-WHAT-YOU-CAN COMMUNITY CAF 7,500
    REDISCOVER1555 NE RICE RD
    LEES SUMMIT,MO64086     		NONE PC PARENT-CHILD INTERACTION THERAPY (PCIT) TRAINING 6,500
    RESTART INC918 E 9TH ST
    KANSAS CITY,MO64106     		NONE PC MASKS AND/OR CLEANING SUPPLIES (COVID RESPONSE) 2,500
    RESTART INC918 E 9TH ST
    KANSAS CITY,MO64106     		NONE PC ADULT SHELTER PROGRAM 25,000
    RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC2502 CHERRY ST
    KANSAS CITY,MO64108     		NONE PC FAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL 15,000
    ROSE BROOKS CENTER INCPO BOX 320599
    KANSAS CITY,MO64132     		NONE PC EMERGENCY SHELTER PROGRAM AND FY21 UNRESTRICTED 20,000
    SAFEHOME INC8745 BALLENTINE ST
    OVERLAND PARK,KS66214     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 7,500
    SAFEHOME INC8745 BALLENTINE ST
    OVERLAND PARK,KS66214     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 15,000
    SAVE INCPO BOX 45301
    KANSAS CITY,MO64171     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 18,000
    SETON CENTER INC2816 E 23RD ST
    KANSAS CITY,MO64127     		NONE PC ADOPT-A-SCHOOL DENTAL SERVICES 25,000
    SHEFFIELD PLACE6604 E 12TH ST
    KANSAS CITY,MO64126     		NONE PC A PLACE TO GROW: THE CAMPAIGN FOR SHEFFIELD PLACE 10,000
    SHEPHERDS CENTER OF KANSAS CITY CENTRAL1111 W 39TH ST STE 200
    KANSAS CITY,MO64111     		NONE PC SENIOR COMPANION PROGRAM AND FY21 UNRESTRICTED 10,000
    SHEPHERDS CENTER OF KANSAS CITY KANSAS INC757 ARMSTRONG AVE
    KANSAS CITY,KS66101     		NONE PC MINOR HOME REPAIR PROGRAM FOR SENIORS 15,000
    START AT ZERO5508 TROOST AVE
    KANSAS CITY,MO64110     		NONE PC FAMILY VISITING 15,000
    SUNFLOWER HOUSE15440 W 65TH ST
    SHAWNEE,KS66217     		NONE PC CHILD ABUSE PREVENTION EDUCATION PROGRAM 15,000
    SYNERGY SERVICES INC400 E 6TH ST
    PARKVILLE,MO641523703     		NONE PC STREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) AND FY21 UNRESTRICTED 10,000
    THE CHILDRENS PLACE INC2 E 59TH ST
    KANSAS CITY,MO64113     		NONE PC DAY TREATMENT SERVICES PROGRAM 25,000
    THE FAMILY CONSERVANCY444 MINNESOTA AVE STE 200
    KANSAS CITY,KS66101     		NONE PC STUDENT ASSISTANCE PROGRAM AND FY21 UNRESTRICTED 12,000
    THE LAUNCHCODE FOUNDATION4811 DELMAR BLVD
    ST LOUIS,MO63108     		NONE PC KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM 2,500
    THE WHOLE PERSON INC3710 MAIN ST
    KANSAS CITY,MO641111913     		NONE PC THE WHOLE FAMILY PROJECT 5,000
    TURN THE PAGE KC INC4049 PENNSYLVANIA STE 301
    KANSAS CITY,MO64111     		NONE PC OUT OF SCHOOL COLLABORATIVE IN RESPONSE TO COVID-19 10,000
    UNITED INNER CITY SERVICES2008 E 12TH ST
    KANSAS CITY,MO64127     		NONE PC EMERGENCY FOOD ASSISTANCE (COVID) 1,500
    UNITED INNER CITY SERVICES2008 E 12TH ST
    KANSAS CITY,MO64127     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 15,000
    VILLAGE SHALOM INC5500 W 123RD ST
    OVERLAND PARK,KS66209     		NONE PC FINANCIAL ASSISTANCE FUND PROGRAM SUPPORT 15,000
    WILDWOOD OUTDOOR EDUCATION CENTER INC7095 W 399TH STREET
    LACYGNE,KS66040     		NONE PC SLEEP AWAY SUMMER CAMP FOR 575 YOUTH AND FY21 UNRESTRICTED 8,500
    WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES)500 COLLEGE HILL CAMPUS BOX 1015
    LIBERTY,MO640681896     		NONE PC HARRIMAN-JEWELL SERIES' 2019/2020 SEASON EDUCATION EVENTS 10,000
    WOMENS EMPLOYMENT NETWORK4328 MADISON AVE
    KANSAS CITY,MO64111     		NONE PC WEN SIGNATURE PROGRAMMING AND SERVICES 12,000
    WOMENS EMPLOYMENT NETWORK4328 MADISON AVE
    KANSAS CITY,MO64111     		NONE PC EMERGENCY ASSISTANCE TO CLIENTS IN RESPONSE TO COVID-19 2,500
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY3100 BROADWAY STE 1020
    KANSAS CITY,MO64130     		NONE PC LINWOOD Y VIRTUAL LEARNING SUPPORT CENTER 25,000
    YOUTH AMBASSADORS5809 MICHIGAN AVE
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 12,500
    YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC1111 W 39TH ST STE A128
    KANSAS CITY,MO64111     		NONE PC ORCHESTRAL EDUCATION PROGRAM 15,000
    Total ...............................bullet 3a 1,798,000
    bApproved for future payment
    2020 LEADERSHIP31 W 31ST ST
    KANSAS CITY,MO64108     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 25,000
    AFTER THE HARVEST406 W 34TH ST STE 816
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 20,000
    AMETHYST PLACE2735-A TROOST
    KANSAS CITY,MO64109     		NONE PC SUPPORTIVE HOUSING PROGRAM AND FY21 UNRESTRICTED 12,500
    ARTISTS HELPING THE HOMELESS11412 KNOX ST
    OVERLAND PARK,KS66210     		NONE PC BE THE CHANGE PROGRAM 7,500
    BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY4001 BLUE PARKWAY STE 102
    KANSAS CITY,MO64130     		NONE PC PROJECT LEARN 60,000
    CASA OF JOHNSON & WYANDOTTE COUNTIES6950 SQUIBB RD STE 300
    MISSION,KS66202     		NONE PC CHILD ADVOCACY PROGRAM AND FY21 UNRESTRICTED 15,000
    CHILDREN'S PLACE2 E 59TH ST
    KANSAS CITY,MO64113     		NONE PC DAY TREATMENT SERVICES PROGRAM 25,000
    CITY YEAR KANSAS CITY415 DELAWARE ST 3RD FL
    KANSAS CITY,MO64105     		NONE PC WHOLE SCHOOL, WHOLE CHILD PROGRAM 10,000
    COMMUNITY SERVICES LEAGUE404 N NOLAND RD
    INDEPENDENCE,MO64050     		NONE PC BRIDGES TO CAREER OPPORTUNITIES 15,000
    COTERIE2450 GRAND BLVD STE 144
    KANSAS CITY,MO64108     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000
    CRISTO REY211 WEST LINWOOD BLVD
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 20,000
    CULTIVATE KANSAS CITY300 E 39TH ST 4B
    KANSAS CITY,MO64111     		NONE PC JUNIPER GARDENS TRAINING FARM AND FY21 UNRESTRICTED 15,000
    DONNELLY COLLEGE608 N 18TH ST
    KANSAS CITY,KS66102     		NONE PC COLLEGE COUNSELING CENTER PROGRAM 15,000
    FOLLY THEATER1020 CENTRAL STE 200 PO BOX 26505
    KANSAS CITY,MO64196     		NONE PC FOLLY KIDS' SERIES 5,000
    GUADALUPE CENTERS1015 AVENIDA CESAR E CHAVEZ
    KANSAS CITY,MO64108     		NONE PC GUADALUPE CENTERS AFTER SCHOOL PROGRAM AND FY21 UNRESTRICTED 20,000
    HAPPYBOTTOMS303 W 79TH ST
    KANSAS CITY,MO64114     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 26,000
    HARRIMAN-JEWELL SERIES500 COLLEGE HILL CAMPUS BOX 1015
    LIBERTY,MO64068     		NONE PC HARRIMAN-JEWELL SERIES' 2019/2020 SEASON EDUCATION EVENTS 10,000
    HEALTH PARTNERSHIP CLINIC407 S CLAIRBORNE RD STE 104
    OLATHE,KS66062     		NONE PC YOUTH BEHAVIORAL HEALTH SERIVCES 7,500
    HOPE HOUSEPO BOX 577
    LEES SUMMIT,MO640630577     		NONE PC CHILDRENS SERVICES PROGRAM AND FY21 UNRESTRICTED 25,000
    JACKSON COUNTY CASA2544 HOLMES
    KANSAS CITY,MO64108     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 30,000
    JEWISH FAMILY SERVICES OF GREATER KANSAS CITY5801 W 115TH ST STE 103
    OVERLAND PARK,KS662111824     		NONE PC OLDER ADULT SERVICES 15,000
    JEWISH FEDERATION OF GREATER KANSAS CITY5801 W 115TH ST STE 201
    OVERLAND PARK,KS662111824     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 150,000
    JOURNEY TO NEW LIFE3120 TROOST AVE
    KANSAS CITY,MO641091844     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 10,000
    KANSAS CHILDREN'S SERVICE LEAGUE (KANSAS CITY OFFICE)6025 METCALF LN STE 300
    OVERLAND PARK,KS66202     		NONE PC JOHNSON COUNTY HEALTHY FAMILIES PROGRAM AND FY21 UNRESTRICTED 15,000
    KANSAS CITY BALLET500 W PERSHING RD
    KANSAS CITY,MO641082430     		NONE PC REACH OUT AND DANCE (ROAD) 15,000
    KANSAS CITY SYMPHONY1703 WYANDOTTE ST STE 200
    KANSAS CITY,MO64108     		NONE PC YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS 25,000
    LAUNCHCODE FOUNDATION4811 DELMAR BLVD
    ST LOUIS,MO63108     		NONE PC KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM 2,500
    LEVELUP KIDS (FORMERLY MILES OF SMILES)5416 NE ANTIOCH RD
    KANSAS CITY,MO64119     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 8,000
    LITERACY KANSAS CITY3036 TROOST AVE
    KANSAS CITY,MO64109     		NONE PC TICKET TO READ PROGRAM 10,000
    MOCSA3100 BROADWAY STE 400
    KANSAS CITY,MO641112591     		NONE PC SEXUAL VIOLENCE PREVENTION EDUCATION 20,000
    MUSICARTS INSTITUTE1010 S PEARL ST
    INDEPENDENCE,MO64050     		NONE PC SCHOLARSHIPS 10,000
    NATIONAL WORLD WAR I MUSEUM2 MEMORIAL DR
    KANSAS CITY,MO64108     		NONE PC SUBSIDIZED SCHOOL PROGRAM 10,000
    NORTHLAND ASSISTANCE CENTER2018 GENTRY ST
    NORTH KANSAS CITY,MO64116     		NONE PC EMERGENCY ASSISTANCE PROGRAM 8,000
    OPERATION BREAKTHROUGH INC3039 TROOST
    KANSAS CITY,MO64109     		NONE PC SOCIAL SERVICES FOR HOMELESS/NEAR HOMELESS CHILDREN & FAMILIES 60,000
    PETS FOR LIFE7240 WORNALL RD
    KANSAS CITY,MO64114     		NONE PC ANIMAL ASSISTED THERAPY FOR THE UNDERSERVED 4,000
    PLANNED PARENTHOOD GREAT PLAINS4401 W 109TH ST STE 200
    OVERLAND PARK,KS66211     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 40,000
    RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY2502 CHERRY ST
    KANSAS CITY,MO64108     		NONE PC FAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL 15,000
    SAVE INCPO BOX 45301
    KANSAS CITY,MO64171     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 18,000
    SHEFFIELD PLACE6604 E 12TH ST
    KANSAS CITY,MO64126     		NONE PC A PLACE TO GROW: THE CAMPAIGN FOR SHEFFIELD PLACE 10,000
    START AT ZERO5508 TROOST AVE
    KANSAS CITY,MO64110     		NONE PC FAMILY VISITING 15,000
    UNION STATION30 W PERSHING RD
    KANSAS CITY,MO64108     		NONE PC AUSCHWITZ TOURING EXHIBITION 25,000
    URBAN RANGER CORPS5908 SWOPE PKWY
    KANSAS CITY,MO64130     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 5,000
    VIBRANT HEALTH21 N 12TH ST STE 300
    KANSAS CITY,KS66102     		NONE PC DENTAL CLINIC EQUIPMENT AS PART OF MEEKS CLINIC MERGER/EXPANSION 15,000
    VILLAGE SHALOM5500 W 123RD ST
    OVERLAND PARK,KS66209     		NONE PC FINANCIAL ASSISTANCE FUND PROGRAM SUPPORT 15,000
    WILDWOOD OUTDOOR EDUCATION CENTER7095 W 399TH STREET
    LACYGNE,KS66040     		NONE PC SLEEP AWAY SUMMER CAMP FOR 575 YOUTH AND FY21 UNRESTRICTED 8,500
    YOUTH AMBASSADORS5809 MICHIGAN AVE
    KANSAS CITY,MO64130     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. 25,000
    Total ................................bullet 3b 927,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    OPPENSTEIN BROTHERS FOUNDATION
    EIN:
    43-6203035
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3M COMPANY NT 2.875% 10/15/27 69,570 75,146
    ABBOTT LABS NT 6.15% 11/30/37 49,800 70,655
    AFLAC INC NT 3.625% 6/15/23 73,928 74,933
    APPLE INC NT 2.4% 5/3/23 54,927 57,456
    APPLIED MATERIALS NT 3.9% 10/1/25 73,586 77,977
    ATMOS ENERGY NT 1.5% 1/15/31 69,696 63,890
    BAIRD AGGREGATE BOND FUND IS 250,355 269,137
    BANK OF AMERICA NT V/R 2/7/30 65,000 71,813
    BANK OF MONTREAL NT 0.45% 12/8/23 69,955 69,748
    BAPTIST HLTH FL NT 4.342% 11/15/41 50,400 56,110
    BB&T CORP NT 2.5% 8/1/24 73,760 73,693
    BK OF NY MELLON NT 3.65% 2/4/24 59,781 65,150
    BLACKROCK HIGH YIELD PORTFOLIO - K 129,572 141,272
    BLACKROCK INC NT 3.375% 6/1/22 62,285 62,159
    BP CAP MARKETS NT 4.234% 11/6/28 65,000 73,700
    BURLINGTON NORTH NT 3.9% 8/1/46 64,479 70,714
    CANADIAN NATL RR NT 2.85% 12/15/21 60,561 60,686
    CHARLES SCHWAB CORP NT 2.65% 1/25/23 69,888 72,767
    CHEVRON CORP NT 3.191% 6/24/23 75,737 79,052
    COHEN & STEERS PR SEC & INC-F 207,500 206,628
    CUMMINS INC NT 1.5% 9/1/30 74,723 69,623
    DODGE & COX INCOME FD 406,423 421,940
    ENTERGY MISSISSIPPI NT 3.1% 7/1/23 59,167 62,934
    FL POWER & LIGHT NT 3.8% 12/15/42 49,752 54,442
    FRANKLIN RES INC NT 2.8% 9/15/22 52,929 56,898
    GOLDMAN SACHS HIGH YIELD-INS 67,000 67,105
    GONZAGA UNIV NT 4.158% 4/1/46 35,000 35,916
    HARTFORD FLOATING RATE-F 67,000 67,979
    HONEYWELL INTL NT 2.5% 11/1/26 70,825 79,706
    HUNTINGTON NATL BK NT 1.8% 2/3/23 71,983 71,588
    JPMORGAN CHASE NT V/R 1/23/29 65,000 70,248
    LOUISVILLE GAS NT 4.65% 11/15/43 67,897 71,557
    MASTERCARD INC NT 2.95% 6/1/29 69,903 74,918
    METLIFE INC NT V/R 12/15/22 59,521 62,703
    MICROSOFT CORP NT 2.375% 5/1/23 54,815 57,085
    MITSUBISHI FIN NT 3.455% 3/2/23 70,000 73,800
    NEVADA POWER NT 6.75% 7/1/37 73,453 77,033
    NORTHERN TR CORP NT 3.375% 8/23/21 69,694 70,837
    ORACLE CORP NT 2.5% 10/15/22 60,577 61,960
    PEPSICO INC NT 3.5% 7/17/25 60,644 65,713
    PFIZER INC NT 2.95% 3/15/24 69,251 69,813
    PIMCO EMRG MARKETS BOND-INS 207,500 198,604
    PNC BANK NA NT 2.7% 11/1/22 57,428 62,050
    PROG ENER CAR NT 3% 9/15/21 74,871 75,392
    PUB SVC ELEC & GAS NT 5.5% 3/1/40 44,784 59,491
    SHELL INTL NT 4% 5/10/46 58,919 66,572
    SSM HEALTH CARE NT 3.823% 6/1/27 55,000 61,879
    STATE STREET NT V/R 11/1/25 70,000 73,611
    STRYKER CORP NT 3.375% 5/15/24 54,518 59,233
    TOSCO CORP NT 8.125% 2/15/30 45,457 49,626
    TOTAL CAP CANADA NT 2.75% 7/15/23 68,429 68,460
    TRANS-CANADA PL NT 7.25% 8/15/38 51,288 57,539
    UNION PACIFIC RR NT 2.695% 5/12/27 49,700 52,574
    US BANCORP NT 2.95% 7/15/22 57,411 61,938
    VANGUARD HIGH YIELD CORPORATE FUND 133,278 141,066
    VANGUARD INTM TERM INV G-ADM 422,713 435,364
    VISA INC NT 3.15% 12/14/25 63,235 70,860
    WELLS FARGO & CO NT V/R 10/30/30 70,000 72,059
    WEST MASS ELEC NT 3.5% 9/15/21 62,023 60,343
    WI PUBLIC SERV NT 3.3% 9/1/49 69,920 70,598
    WW GRAINGER NT 3.75% 5/15/46 44,695 46,902

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    OPPENSTEIN BROTHERS FOUNDATION
    EIN:
    43-6203035
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 36,360 51,531
    AGILENT TECHNOLOGIES INC 30,732 54,035
    ALPHABET INC CL A 60,336 195,939
    AMAZON COM INC 108,413 293,938
    AMEDISYS INC 46,299 42,366
    AMGEN INC 29,107 52,250
    AMPHENOL CORP CL-A 28,812 53,766
    ANSYS INC 30,921 52,632
    APPLE INC 119,524 453,787
    AUTODESK INC 53,481 54,044
    BALL CORP 45,049 44,489
    BROADRIDGE FINANCIAL SOL 30,984 45,165
    CADENCE DESIGN SYSTEMS INC 29,935 56,166
    CERNER CORP 44,462 44,206
    CITRIX SYS INC 34,460 44,915
    COGNEX CORP 32,370 46,474
    COPART INC 50,343 43,987
    DOLLAR GENERAL CORP 33,717 54,707
    EBAY INC 45,333 53,585
    ELECTRONIC ARTS 44,908 45,349
    ENTEGRIS INC 29,146 46,956
    FACEBOOK INC-A 62,162 141,374
    FIDELITY MID CAP VAL INDX 175,000 205,118
    FISERV INC 19,883 51,187
    HENRY JACK & ASSOC INC 33,089 44,757
    HOME DEPOT INC 18,287 54,945
    ILLINOIS TOOL WORKS INC 20,669 53,165
    INTERCONTINENTAL EXCHANGE INC 30,600 51,931
    JOHNSON AND JOHNSON 36,079 53,414
    LAUDER ESTEE COS INC CL A 12,460 52,353
    MASTERCARD INCORPORATED CLASS A 20,884 65,869
    MCDONALDS CORP 33,882 51,552
    METTLER-TOLEDO INTL INC 15,962 40,449
    MICROSOFT CORP 143,368 412,598
    NETFLIX.COM INC 48,182 52,166
    NIKE INC CLASS B 33,092 50,498
    NVIDIA CORP 44,988 66,741
    PALO ALTO NETWORKS INC 35,836 51,530
    PAYPAL HOLDINGS INC 24,247 52,211
    PEPSICO INC 38,277 53,751
    PROOFPOINT INC 36,680 42,769
    PUBLIC STORAGE 38,933 54,287
    ROCKWELL AUTOMATION INC 33,157 45,125
    ROLLINS INCORPORATED 29,278 44,505
    ROPER INDS INC 31,991 52,434
    RPM INC OHIO 23,078 45,925
    SERVICENOW INC 53,406 55,012
    SHERWIN WILLIAMS CO 20,737 51,661
    STARBUCKS CORP 28,368 53,542
    STRYKER CORP 21,524 53,588
    T ROWE PRICE GROUP INC 22,436 52,338
    TAKE-TWO INTERACTIVE SOFTWARE 45,037 45,059
    TESLA MOTORS INC 73,181 103,529
    TEXAS INSTRUMENTS INC 30,509 54,807
    THERMO FISHER CORP 16,638 50,202
    UNION PACIFIC CORP 43,303 56,205
    UNITEDHEALTH GROUP INC 25,086 52,090
    VERISIGN INC 33,703 44,721
    VISA INC CLASS A SHARES 30,848 78,340
    WASTE MGMT INC DEL 25,147 54,834
    ZOETIS INC 42,420 52,756
    ZYNGA INC 28,144 44,924

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    OPPENSTEIN BROTHERS FOUNDATION
    EIN:
    43-6203035
    US Government Securities - End of Year Book Value:

    1,194,836
    US Government Securities - End of Year Fair Market Value:

    1,229,582
    State & Local Government Securities - End of Year Book Value:


    1,917,636
    State & Local Government Securities - End of Year Fair Market Value:


    1,979,734


    TY 2020 InvestmentsOtherSchedule2
    Name:
    OPPENSTEIN BROTHERS FOUNDATION
    EIN:
    43-6203035
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARTISAN MID CAP FUND-INS AT COST 838,500 936,060
    CAUSEWAY EMERGING MARKETS-IS AT COST 500,000 652,479
    CLEARBRIDGE SMALL CAP GR IS AT COST 449,989 982,109
    COMMERCE MIDCAP GROWTH FUND AT COST 889,113 1,394,444
    COMMERCE VALUE FUND INSTITUTIONAL AT COST 2,169,263 2,921,290
    DFA INTL SMALL CO PORTFOLIO AT COST 787,859 1,017,360
    DFA US LARGE CAP VALUE PORTFOLIO AT COST 1,925,475 2,343,493
    DFA US TARGETED VALUE PORTFOLIO AT COST 996,024 1,284,606
    DODGE & COX INTERNATIONAL STOCK FUND AT COST 55,632 78,461
    HARTFORD MIDCAP FUND-F AT COST 621,472 908,080
    HARTFORD SMALL CAP GRWTH-F AT COST 105,009 106,332
    INVESCO DEVELOPING MKTS-R6 AT COST 214,036 309,619
    ISHARES RUSSELL 1000 GROWTH ETF AT COST 32,054 48,608
    ISHARES RUSSELL MIDCAP GROWTH ETF AT COST 298,008 618,484
    ISHARES RUSSELL MIDCAP VALUE ETF AT COST 1,567,162 3,097,562
    LAZARD EMERGING MARKETS EQUITY PORT AT COST 568,338 650,441
    MFS RESEARCH INTERNAT R6 AT COST 1,358,641 1,982,631
    PRINCIPAL GL MULT STRAT-R6 AT COST 895,000 997,074
    T ROWE PR GROWTH STOCK-I AT COST 1,824,967 2,865,789
    T ROWE PR NEW HORIZONS-I AT COST 344,423 688,447
    T ROWE PR OVERSEAS STOCK-I AT COST 975,000 1,127,040
    TIAA-CREF L/C GROW INDX-INST AT COST 783,509 1,827,750
    TIAA-CREF L/C VAL INDX-INST AT COST 1,744,775 2,322,369
    VANGUARD FTSE DEVELOPED MARKETS AT COST 186,197 260,283
    AMERIPRISE FINL NT 3.7% 10/15/24 AT COST 64,559 71,227
    FFCB NT 0.95% 4/1/25 AT COST 40,910 40,410
    FFCB NT 4.875% 12/21/26 AT COST 89,087 90,716
    FFCB NT 5.19% 4/22/21 AT COST 181,494 180,544

    TY 2020 OtherAssetsSchedule
    Name:
    OPPENSTEIN BROTHERS FOUNDATION
    EIN:
    43-6203035
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART - TWO THOMAS HART BENTON   1 5,000


    TY 2020 OtherExpensesSchedule
    Name:
    OPPENSTEIN BROTHERS FOUNDATION
    EIN:
    43-6203035
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REDUCTION IN FEES ALLOCATED TO TEI 0 -443   0
    POSTAGE 137 0   137
    DUES & SUBSCRIPTIONS 228 0   228
    OFFICE SUPPLIES 50 0   50
    ART APPRAISAL 100 0   0


    TY 2020 OtherIncreasesSchedule
    Name:
    OPPENSTEIN BROTHERS FOUNDATION
    EIN:
    43-6203035
    Description Amount
    ROUNDING 3
    ADJUSTMENT OF CV 60


    TY 2020 TaxesSchedule
    Name:
    OPPENSTEIN BROTHERS FOUNDATION
    EIN:
    43-6203035
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX ESTIMATES 21,000 0   0