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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
G KENNETH AND ANN BAUM PHILANTHROPIC
FUND
Number and street (or P.O. box number if mail is not delivered to street address)5000 WEST 175TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STILLWELL, KS66085
A Employer identification number

46-4198523
B Telephone number (see instructions)

(816) 474-1100
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$34,634,614J 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... 445,708 444,167  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,437,943
b Gross sales price for all assets on line 6a 2,789,738
7 Capital gain net income (from Part IV, line 2)... 1,437,943
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........ 1,883,651 1,882,110  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,812 5,406   5,406
c Other professional fees (attach schedule).... Click to see attachment 147,806 0   147,806
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,532 6,959   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 212,874 212,874   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 381,024 225,239   153,212
25 Contributions, gifts, grants paid....... 3,298,400 3,298,400
26 Total expenses and disbursements. Add lines 24 and 25 3,679,424 225,239   3,451,612
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,795,773
b Net investment income (if negative, enter -0-) 1,656,871
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 0    
2 Savings and temporary cash investments......... 15,949,834 1,274,945 1,274,945
3 Accounts receivable bullet29,286
Less: allowance for doubtful accounts bullet   3,493 29,286 29,286
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,907,981 Click to see attachment23,643,191 33,127,880
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment118,113 202,503
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,861,308 25,065,535 34,634,614
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 26,861,308 25,065,535
29 Total net assets or fund balances (see instructions)..... 26,861,308 25,065,535
30 Total liabilities and net assets/fund balances (see instructions). 26,861,308 25,065,535
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
26,861,308
2
Enter amount from Part I, line 27a .....................
2
-1,795,773
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
25,065,535
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
25,065,535
Form 990-PF (2021)
Form 990-PF (2021)
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 NFS #NEX-004842 P   2021-12-31
b NFS #645-774320 P   2021-12-31
c NFS #645-774319 P   2021-12-31
d NFS #645-774318 P   2021-12-31
e NFS #645-774317 P   2021-12-31
NFS #NEX-005388 P   2021-12-31
NFS #NEX-004843 P   2021-12-31
NFS #NEX-004842 P   2021-12-31
NFS #NEX-004840 P   2021-12-31
NFS #NEX-004841 P   2021-12-31
NFS #645-774322 P   2021-12-31
NFS #645-774321 P   2021-12-31
NFS #645-774319 P   2021-12-31
NFS #645-774317 P   2021-12-31
NFS #NEX-005388 P   2021-12-31
NFS #NEX-004843 P   2021-12-31
NFS #645-774321 P   2021-12-31
NFS #645-774322 P   2021-12-31
CAPITAL GAINS DIVIDENDS P    
(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 19,880   13,602 6,278
b 146,217   77,072 69,145
c 298,412   132,748 165,664
d 553,614   342,836 210,778
e 144,049   85,624 58,425
60,494   32,025 28,469
195,744   124,489 71,255
41,561   31,429 10,132
189,621   82,535 107,086
3     3
178,265   183,030 -4,765
1,558   1,669 -111
41,998   41,095 903
6,697   4,556 2,141
6,137   4,261 1,876
53,074   43,092 9,982
61,640   26,732 34,908
121,725   125,000 -3,275
669,049     669,049
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       6,278
b       69,145
c       165,664
d       210,778
e       58,425
      28,469
      71,255
      10,132
      107,086
      3
      -4,765
      -111
      903
      2,141
      1,876
      9,982
      34,908
      -3,275
      669,049
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,437,943
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here 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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 23,031
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 23,031
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 53,315
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 53,315
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 30,284
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet30,284 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletGREATER KC COMMUNITY FDN Telephone no.bullet (816) 842-0944

    Located atbullet1055 BROADWAY STE 130KANSAS CITYMO ZIP+4bullet64105
    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 2021, 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 VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    G KENNETH BAUM CLASS A TRUSTEE
    1.00     		0 0 0
    4801 MAIN STREET 500
    KANSAS CITY,MO64112
    ANN KAUFMANN BAUM CLASS A TRUSTEE
    1.00     		0 0 0
    4801 MAIN STREET 500
    KANSAS CITY,MO64112
    BRUCE C DAVISON CLASS B TRUSTEE
    1.00     		0 0 0
    4801 MAIN STREET 500
    KANSAS CITY,MO64112
    ANN DRAKE CLASS B TRUSTEE
    1.00     		0 0 0
    4801 MAIN STREET 500
    KANSAS CITY,MO64112
    BARBARA HEAD CLASS B TRUSTEE
    1.00     		0 0 0
    4801 MAIN STREET 500
    KANSAS CITY,MO64112
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    30,428,352
    b
    Average of monthly cash balances.......................
    1b
    4,747,489
    c
    Fair market value of all other assets (see instructions)................
    1c
    100,180
    d
    Total (add lines 1a, b, and c).........................
    1d
    35,276,021
    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
    35,276,021
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    529,140
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    34,746,881
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,737,344
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,737,344
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    23,031
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,031
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,714,313
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,714,313
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,714,313
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,714,313
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 844,881
    b From 2017...... 506,676
    c From 2018...... 505,779
    d From 2019...... 673,416
    e From 2020......  
    f Total of lines 3a through e ........ 2,530,752
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,451,612
    a Applied to 2020, but not more than line 2a 0
    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 2021 distributable amount..... 1,714,313
    e Remaining amount distributed out of corpus 1,737,299
    5 Excess distributions carryover applied to 2021. 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 4,268,051
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		844,881
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		3,423,170
    10 Analysis of line 9:
    a Excess from 2017.... 506,676
    b Excess from 2018.... 505,779
    c Excess from 2019.... 673,416
    d Excess from 2020....  
    e Excess from 2021.... 1,737,299
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    VINEYARD CONSERVATION SOCIETY
    LAMBERTS COVE RD
    VINEYARD HAVEN,MA02568     		NONE 501 (C)(3) PRESERVING THE ENVIRONMENT OF MARTHA'S VINEYARD THROUGH ADVOCACY, EDUCATION, AND PROTECTION OF LAND AND WATER 50
    THE TEMPLE CONGREGATION OHABAI SHOLOM
    5015 HARDING RD
    NASHVILLE,TN37205     		NONE 501 (C)(3) SYNAGOGUE 100
    JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY
    5801 W 115TH ST STE 104
    OVERLAND PARK,KS66211     		NONE 501 (C)(3) HUMAN SERVICES 100
    PROSTATE NETWORK
    2007 W 86TH ST
    LEAWOOD,KS66206     		NONE 501 (C)(3) RAISE AWARENESS ABOUT PROSTATE HEALTH IN MEN AND PROVIDING SUPPORT TO SURVIVORS 150
    THE KANSAS CITY MUSEUM
    3218 GLADSTONE BLVD
    KANSAS CITY,MO64123     		NONE 501 (C)(3) MUSEUM 200
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FLOOR 17
    CHICAGO,IL60601     		NONE 501 (C)(3) ALZHEIMER'S AND DEMENTIA RESEARCH, RISK REDUCTION, AND EARLY DETECTION 200
    ROTARY CLUB YOUTH CAMP ASSOCIATION INC
    22310 NE COLBERN ROAD
    KANSAS CITY,MO64086     		NONE 501 (C)(3) PROVIDE CAMPING EXPERIENCE FOR DISABLED AND DISADVANTAGED YOUTH 250
    DEEP ROOTS KC
    PO BOX 32131
    KANSAS CITY,MO64171     		NONE 501 (C)(3) INCREASING NATIVE PLANT LANDSCAPES 250
    CENTER FOR PRACTICAL BIOETHICS
    1111 MAIN ST 500
    KANSAS CITY,MO64105     		NONE 501 (C)(3) ADDRESSING ETHICAL ISSUES IN HEALTH AND HEALTHCARE 250
    NATIONAL WWI MUSEUM AND MEMORIAL
    2 MEMORIAL DRIVE
    KANSAS CITY,MO64108     		NONE 501 (C)(3) HISTORICAL MUSEUM 250
    UMKC WOMEN'S COUNCIL
    5115 OAK STREET AC 300B
    KANSAS CITY,MO64112     		NONE 501 (C)(3) SUPPORT THE EDUCATION OF WOMEN GRADUATE STUDENTS 300
    POLLY HILL ARBORETUM INC
    PO BOX 561
    WEST TISBURY,MA02575     		NONE 501 (C)(3) EDUCATIONAL 500
    KCUR 893
    4825 TROOST SUITE 202
    KANSAS CITY,MO64110     		NONE 501 (C)(3) ARTS AND CULTURE 500
    THE TEMPLE CONGREGATION B'NAI JEHUDAH
    12320 NALL AVENUE
    OVERLAND PARK,KS66209     		NONE 501 (C)(3) SYNAGOGUE 650
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024     		NONE 501 (C)(3) MUSEUM FOR EDUCATION ABOUT THE HOLOCAUST 900
    TEACH FOR AMERICA INC
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		NONE 501 (C)(3) DEVELOP AND SUPPORT LEADERS WHO EXPAND OPPORTUNITY FOR CHILDREN IN SCHOOLS 1,000
    MS SOCIETY
    2000 SHAWNEE MISSION PARKWAY SUITE
    310
    MISSION WOODS,KS66205     		NONE 501 (C)(3) RAISE FUNDS FOR RESEARCH 1,000
    UNITED WE
    2100 CENTRAL ST STE 11E
    KANSAS CITY,MO64108     		NONE 501 (C)(3) TACKLE BARRIERS TO WOMEN'S ECONOMIC GROWTH 1,000
    ACLU FOUNDATION OF KANSAS
    PO BOX 917
    MISSION,KS66201     		NONE 501 (C)(3) PREVENTION OF THREAT TO CONSTITUTIONAL LIBERTIES 1,000
    CHILMARK TOWN AFFAIRS COUNCIL INC
    520 SOUTH RD
    CHILMARK,MA02535     		NONE 501 (C)(3) PROVIDING RECREATIONAL, ATHLETIC, CULTURAL, AND CREATIVE ACTIVITIES IN CHILMARK, MA 1,000
    MARTHA'S VINEYARD FILM SOCIETY
    POST OFFICE BOX 592
    CHILMARK,MA02535     		NONE 501 (C)(3) SCREENING THE BEST IN INDEPENDENT FILMS, MOVIE CLASSICS, DOCUMENTARIES AND WORLD CINEMA 1,000
    BLACK ARCHIVES OF MID-AMERICA INC
    1722 E 17TH TERRACE STE 315
    KANSAS CITY,MO64108     		NONE 501 (C)(3) COLLECT, PRESERVE, AND MAKE AVAILABLE TO THE PUBLIC MATERIALS DOCUMENTING THE HISTORIES OF AFRICAN AMERICANS 1,000
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BOULEVARD
    KANSAS CITY,MO64111     		NONE 501 (C)(3) EDUCATIONAL 1,000
    INSTITUTE FOR JEWISH SPIRITUALITY
    121 W 27TH STREET SUITE 404
    NEW YORK,NY10001     		NONE 501 (C)(3) CIVIL AND HUMAN RIGHTS 1,000
    HALL FAMILY FOUNDATION
    1308 WHITE EAGLE WAY
    HUDSON,WI54016     		NONE 501 (C)(3) PROVIDING SUPPORT TO ACTIVE, RETIRED, AND RESERVE MILITARY AND VETERANS AND THEIR FAMILIES 1,000
    JEWISH COMMUNITY RELATIONS BUREAUAMERICAN JEWISH COMMITTEE JCRBAJC
    5801 W 115TH ST 203
    OVERLAND PARK,KS66211     		NONE 501 (C)(3) CIVIL AND HUMAN RIGHTS 1,000
    THE ARTS ENGAGEMENT FOUNDATION OF KC
    20 E GREGORY BLVD
    KANSAS CITY,MO64114     		NONE 501 (C)(3) PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC 1,150
    SYMPHONY IN THE FLINT HILLS INC
    331 BROADWAY ST
    COTTONWOOD FALLS,KS66845     		NONE 501 (C)(3) HEIGHTEN APPRECIATIN AND KNOWLEDGE OF THE FLINT HILLS TALL GRASS PRAIRIE 1,500
    MIDWEST CENTER FOR HOLOCAUST EDUCATION INC
    5801 W 115TH ST STE 106
    OVERLAND PARK,KS66211     		NONE 501 (C)(3) TO TEACH THE HISTORY OF THE HOLOCAUST 1,800
    ARNOLD GOLD FOUNDATION INC
    619 E PALISADE AVENUE
    ENGLEWOOD CLIFFS,NJ07632     		NONE 501 (C)(3) HEALTH CARE 2,000
    AMERICAN PUBLIC SQUARE
    300 E 39TH STREET 2S
    KANSAS CITY,MO64111     		NONE 501 (C)(3) PROMOTE CIVIL PUBLIC DISCOURSE 2,500
    KANSAS CITY HOSPICE & PALLIATIVE CARE
    1500 MEADOW LAKE PKWY 200
    KANSAS CITY,MO64114     		NONE 501 (C)(3) HUMAN SERVICES 2,500
    KAUFFMAN CENTER OF THE PERFORMING ARTS
    1601 BROADWAY BLVD
    KANSAS CITY,MO64108     		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 2,500
    SHERIFF'S MEADOW FOUNDATION
    57 DAVID AVE
    VINEYARD HAVEN,MA02568     		NONE 501 (C)(3) CONSERVATION 3,000
    KEROSENE LAMP FOUNDATION
    PO BOX 127
    ORINDA,CA94563     		NONE 501 (C)(3) EDUCATION AND HEALTH AWARENESS 3,000
    THE TIBET FUND
    241 EAST 32ND STREET
    NEW YORK,NY10016     		NONE 501 (C)(3) PRESERVE THE CULTURAL AND NATIONAL IDENTITY OF THE TIBETAN PEOPLE 3,500
    ISLAND HOUSING TRUST
    346 STATE RD
    VINEYARD HAVEN,MA02568     		NONE 501 (C)(3) HOUSING PRESERVATION 5,000
    THE GROOMING PROJECT
    5829 TROOST AVE
    KANSAS CITY,MO64110     		NONE 501 (C)(3) HELP MEN AND WOMEN WHO WERE HOMELESS, ABUSED, OR INCARCERATED BECOME LICENSED DOG GROOMERS 5,000
    UMKC - STARR WOMEN'S HALL OF FAME
    5115 OAK STREET
    KANSAS CITY,MO64112     		NONE 501 (C)(3) RECOGNIZING KANSAS CITY WOMEN AND PRESERVING THE HISTORY OF THEIR ACCOMPLISHMENTS 5,000
    OPERATION BREAKTHROUGH INC
    3039 TROOST
    KANSAS CITY,MO64109     		NONE 501 (C)(3) PROVIDING A SAFE, LOVING, AND EDUCATIONAL ENVIRONMENT TO CHILDREN LIVING IN POVERTY 5,000
    KCPBS - PUBLIC TELEVISION 19 INC
    125 E 31ST ST
    KANSAS CITY,MO64108     		NONE 501 (C)(3) PROVIDE EDUCATIONAL PROGRAMMING AND SERVICES 5,000
    JUVENILE DIABETES RESEARCH FOUNDATION OF KC CHAPTER
    215 W PERSHING RD 300
    KANSAS CITY,MO64108     		NONE 501 (C)(3) MEDICAL RESEARCH 5,000
    HYMAN BRAND HEBREW ACADEMY
    5801 W 115TH ST
    OVERLAND PARK,KS66211     		NONE 501 (C)(3) EDUCATIONAL 7,500
    REBUILDING TOGETHER NYC
    126 10TH STREET A FLOOR 1
    BROOKLYN,NY11215     		NONE 501 (C)(3) PROVIDE REPAIRS AND MODIFICATIONS TO LOW-INCOME HOMES AND NONPROFIT FACILITIES 7,500
    MARTHA'S VINEYARD MUSEUM INC
    151 LAGOON POND RD
    VINEYARD HAVEN,MA02568     		NONE 501 (C)(3) TO INSPIRE ALL PEOPLE TO DISCOVER, EXPLORE AND STRENGTHEN THEIR CONNECTIONS TO THE ISLAND AND ITS DIVERSE HERITAGE 9,000
    JEWISH DEMOCRATIC COUNCIL OF AMERICA
    1440 G STREET NORTHWEST
    WASHINGTON,DC20005     		NONE 501 (C)(3) TO FUND VARIOUS PROGRAM ACTIVITIES 10,000
    MARTHA'S VINEYARD HEBREW CENTER
    P O BOX 692
    VINEYARD HAVEN,MA02568     		NONE 501 (C)(3) RELIGIOUS 10,000
    KANSAS CITY REPERTORY THEATER INC
    4825 TROOST AVENUE SUITE 106
    KANSAS CITY,MO64110     		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 10,000
    KANSAS CITY FRIENDS OF ALVIN AILEY
    1714 EAST 18TH STREET
    KANSAS CITY,MO64108     		NONE 501 (C)(3) MAKING DANCE ACCESSIBLE TO ALL PEOPLE 11,000
    TRUMAN LIBRARY INSTITUTE
    5151 TROOST AVE STE 300
    KANSAS CITY,MO64110     		NONE 501 (C)(3) LIBRARY AND MUSEUM 13,000
    LYRIC OPERA OF KANSAS CITY
    1725 HOLMES STREET
    KANSAS CITY,MO64108     		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 25,000
    KANSAS CITY TENANTS
    2400 TROOST AVE SUITE 3600
    KANSAS CITY,MO64108     		NONE 501 (C)(3) HOUSING PRESERVATION 25,000
    CHARLOTTE STREET FOUNDATION
    3333 WYOMING ST
    KANSAS CITY,MO64111     		NONE 501 (C)(3) SUPPORT AND ADVOCATE FOR LOCAL ARTISTS 26,000
    PLANNED PARENTHOOD OF KANSAS & MID MISSOURI
    4401 W 109TH STREET 200
    OVERLAND PARK,KS66211     		NONE 501 (C)(3) HEALTH CARE 40,200
    PEMBROKE HILL SCHOOL
    400 WEST 51ST STREET
    KANSAS CITY,MO64112     		NONE 501 (C)(3) EDUCATIONAL 50,000
    UNION STATION KANSAS CITY
    30 WEST PERSHING ROAD
    KANSAS CITY,MO64108     		NONE 501 (C)(3) PRESERVING UNION STATION KANSAS CITY HISTORIC MONUMENT 50,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVENUE
    KANSAS CITY,MO64129     		NONE 501 (C)(3) FOOD, AGRICULTURE & NUTRITION 50,000
    SAINT LUKE'S FOUNDATION
    901 E 104TH ST MAIL STOP 100 S
    KANSAS CITY,MO64131     		NONE 501 (C)(3) HEALTHCARE 55,000
    MAYO CLINIC
    200 FIRST STREET SW
    ROCHESTER,MN55905     		NONE 501 (C)(3) HEALTH CARE 60,000
    UNITED INNER CITY SERVICES
    2008 E 12TH STREET
    KANSAS CITY,MO64127     		NONE 501 (C)(3) PROVIDE OPPORTUNITY AND SUPPORT TO FAMILES TO IMPROVE QUALITY OF LIFE 65,000
    VILLAGE SHALOM INC
    5500 W 123RD STREET
    OVERLAND PARK,KS66209     		NONE 501 (C)(3) HUMAN SERVICES 85,000
    JEWISH COMMUNITY CENTERS ASSOCIATION
    520 8TH AVENUE
    NEW YORK,NY10018     		NONE 501 (C)(3) HUMAN SERVICES 100,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 WEST 115 STREET
    OVERLAND PARK,KS66211     		NONE 501 (C)(3) PHILANTHROPY, VOLUNTEERISM & GRANTMAKING FOUNDATION 135,000
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE SUITE 200
    KANSAS CITY,MO64108     		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 152,900
    NEW REFORM TEMPLE
    7100 MAIN
    KANSAS CITY,MO64114     		NONE 501 (C)(3) RELIGIOUS 177,100
    NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 495,100
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVD SUITE 130
    KANSAS CITY,MO64105     		NONE 501 (C)(3) COMMUNITY IMPROVEMENT & CAPACITY BUILDING 1,560,000
    Total .................................bullet 3a 3,298,400
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,437,943  
    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 1,883,651 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,883,651
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    G KENNETH AND ANN BAUM PHILANTHROPIC
     
    FUND
    EIN:
    46-4198523
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CBIZ 5,812 2,906   2,906
    JMW 5,000 2,500   2,500

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    G KENNETH AND ANN BAUM PHILANTHROPIC
     
    FUND
    EIN:
    46-4198523
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AAON INC 15,549 28,198
    ADOBE SYSTEMS INCORPORATED COM 14,372 96,400
    ADVANCED MICRO DEVICES INC 35,792 49,933
    AERCAP HOLDINGS N.V. 21,983 28,392
    AERCAP HOLDINGS N.V. 44,480 64,504
    AIR PRODUCTS AND CHEMICALS INC 93,129 121,095
    ALIGN TECHNOLOGY INC COM 23,785 76,233
    ALLEGHANY CORP MD COM 18,570 16,690
    ALPHABET INC CAP STK CL C 95,686 549,782
    ALTAIR ENGR INC COM CL A 11,229 26,289
    ALTRIA GROUP INC 55,232 74,592
    AMAZON.COM INC 142,088 523,491
    ANTHEM INC 107,994 177,536
    AON PLC SHS CL A COM 70,299 227,824
    APPLE INC 113,187 302,579
    ARMSTRONG WORLD INDS INC NEW COM 27,640 34,023
    ASML HOLDING NV EUR0.09 NY REGISTRY 52,173 53,341
    AXALTA COATING SYSTEMS LTD COM 22,577 27,158
    AXON ENTERPRISE INC COM 7,173 21,195
    AZENTA INC COM 20,861 21,653
    BALCHEM CORP 11,590 24,447
    BERKSHIRE HATHAWAY INC COM 61,757 127,673
    BLACK KNIGHT INC COM 30,510 34,316
    BLACKLINE INC COM 9,791 23,814
    BLACKROCK INC COM 58,152 155,645
    BLOCK INC CL A 21,442 64,927
    BROADRIDGE FINANCIAL SOLUTION INC COM 15,936 30,348
    BURLINGTON STORES INC 24,797 51,597
    CANNAE HLDGS INC COM 20,650 17,188
    CAPITAL ONE FINANCIAL CORP COM 38,013 80,525
    CAREDX INC 12,647 7,504
    CARMAX INC 19,187 29,823
    CASELLA WASTE SYSTEMS INC 21,956 40,147
    CHEVRON CORP NEW COM 68,676 86,722
    CHIPOTLE MEXICAN GRILL INC 45,441 61,189
    CHURCHILL DOWNS INC 22,632 45,771
    CINCINNATI FINANCIAL CORP COM 30,755 69,042
    CISCO SYSTEMS INC 47,274 112,545
    CITIGROUP INC 175,043 203,937
    CITRIX SYS INC COM 19,712 18,256
    COMCAST CORP 226,898 298,306
    COMPUTER SVCS INC COM 10,628 9,576
    CONSTRUCTION PARTNERS INC COM CL 11,532 21,175
    COPART INC COM 8,725 17,740
    DECKERS OUTDOOR CORP 12,762 34,799
    DEFINITIVE HEALTHCARE CORP 8,136 6,833
    DESCARTES SYS GROUP INC COM 11,779 35,552
    DEXCOM INC 19,631 75,710
    DIAGEO ADR EACH REPR 4 ORD 61,854 125,260
    DIAMOND HILL SHORT DURAT SEC BOND I 1,225,000 1,216,198
    DISH NETWORK CORPORATION CL A 93,788 90,637
    DISNEY WALT CO COM 65,274 87,668
    DOMINION ENERGY INC COM 103,799 109,670
    DOUBLELINE TOTAL RETURN BOND FD CL I 2,066,999 2,031,395
    DOUGLAS DYNAMICS INC COM 13,380 14,843
    EDWARDS LIFESCIENCES CORP 17,304 65,682
    ENTEGRIS INC 15,003 50,305
    ESCO TECHNOLOGIES INC 10,060 13,948
    EVI INDS INC COM 3,978 4,060
    EXPONENT INC 14,007 32,684
    FASTENAL COM STK 41,821 98,204
    FIRSTSERVICE CORP COM NPV 12,809 35,365
    FOX FACTORY HOLDING CORP COM 14,175 39,974
    FRANKLIN RESOURCES INC COM 40,950 43,504
    GCP APPLIED TECHNOLOGIES INC COM 19,537 27,544
    GENERAL ELECTRIC CO COM NEW 140,093 206,795
    GENERAL MTRS CO COM 58,765 101,840
    GOLDMAN SACHS GQG PARTNERS INTL OPP L 2,400,000 2,502,818
    GOLDMAN SACHS GROUP INC COM 99,846 225,322
    HANOVER INSURANCE GROUP INC 22,136 23,984
    HASBRO INC COM 12,074 10,789
    HAYWARD HLDGS INC COM 24,943 25,968
    HELIOS TECHNOLOGIES INC COM 11,186 27,870
    HENRY JACK &ASSOCIATES INC COM 20,611 23,045
    HILLMAN SOLUTIONS CORP COM 13,365 11,503
    HILTON WORLDWIDE HLDGS INC 75,220 177,829
    INFINITY Q DIVRS ALPHA INSTL 71,053 195
    INSULET CORP 45,879 46,030
    INTEL CORP CO 49,623 76,632
    INTUITIVE SURGICAL INC 41,970 89,466
    INVESCO DEVELOPING MARKETS R6 1,175,090 989,956
    JOHN BEAN TECHNOLOGIES 12,911 23,034
    JOHNSON &JOHNSON COM 100,849 131,040
    LAMB WESTON HLDGS INC COM 29,662 28,901
    LEMAITRE VASCULAR INC 6,762 15,069
    LIBERTY BROADBAND CORP COM SER C 142,390 268,715
    LOWES COMPANIES INC COM 49,134 185,330
    LULULEMON ATHLETICA INC COM 50,612 57,543
    LYONDELLBASELL INDUSTRIES N V COM 32,039 43,625
    MARRIOTT INTERNATIONAL INC 85,729 238,111
    MARTIN MARIETIA MATERIALS INC COM 12,942 29,515
    MASTERCARD INCORPORATED CL A 33,018 133,308
    MBIA INC 10,502 18,316
    MERCADOLIBRE INC COM 28,637 52,588
    MERCK &CO. INC COM 53,202 80,549
    MERCURY SYSTEMS INC 24,565 25,603
    MERIT MEDICAL SYSTEMS INC 11,687 21,494
    MESA LABORATORIES INC 18,003 27,888
    META PLATFORMS INC CLASS A COMMON STOCK 289,016 503,516
    METWEST UNCONSTRAINED BOND I 3,575,030 3,483,627
    MICROSOFT CORP 138,401 831,383
    MODEL N INC 26,648 23,724
    MORGAN STANLEY COM 113,846 217,621
    NASPERS SPON ADR EACH REP 0.2 CL N 26,007 20,817
    NATIONAL RESEARCH CORPORATION 4,450 4,775
    NEOGEN CORP 15,333 24,521
    NESTLE ADR 49,794 82,661
    NETFLIX INC 228,698 326,522
    NEWMARKET CORP 27,403 20,220
    NINTENDO 8 ADR REP ORD 77,819 66,099
    NORFOLK SOUTHN CORP COM 36,295 136,649
    NOVANTA INC COM NPV 11,092 30,858
    NVIDIA CORPORATION COM 20,497 205,583
    OMEGA FLEX INC COM 9,344 11,426
    OMNICELL COM COM 12,189 36,088
    PAYCHEX INC COM 35,744 107,153
    PAYCOR HCM INC COM 16,110 15,125
    PAYPAL HLDGS INC COM 19,144 99,382
    PERRIGO COMPANY PLC 16,630 13,965
    PFIZER INC 62,227 123,828
    PHILIP MORRIS INTERNATIONAL INC 52,164 67,070
    POST HLDGS INC COM 27,163 32,128
    PROGRESSIVE CORP COM 93,228 100,494
    PROS HOLDINGS INC 19,203 19,314
    PROSUS N.V. SPON ADR EACH REP 0.20 ORD 53,243 50,155
    Q2 HOLDINGS INC 18,887 17,953
    QUALCOMM INC 29,886 37,854
    RBC BEARINGS INC 15,097 23,227
    REPLIGEN CORP 4,527 22,511
    REYNOLDS CONSUMER PRODS INC COM 19,156 19,656
    ROGERS CORP 7,584 20,475
    SAFRAN SA UNSPON ADR EA REP 0.25 ORD 81,168 75,694
    SALESFORCE.COM INC COM 27,067 105,972
    SENSATA TECHNOLOGIES HOLDING PLC COM 13,903 21,592
    SERVICENOW INC COM 29,070 175,909
    SHUTTERSTOCK INC COM 9,833 9,979
    SIMPSON MFG INC COM 11,311 27,814
    SIMULATIONS PLUS INC 19,046 16,792
    SITEONE LANDSCAPE SUPPLY INC COM 8,373 36,342
    SPS COMM INC COM 10,936 37,011
    T ROWE PRICE BLUE CHIP GRWTH CL I 3,771,238 6,695,225
    TARGET CORP 29,230 123,126
    TEXAS INSTRUMENTS INC COM 79,430 147,572
    TRACTOR SUPPLY CO 39,022 57,980
    TREX COMPANY INC 7,482 31,057
    TWILIO INC CL A 66,300 46,875
    UNIFIRST CORP 16,647 17,674
    UNITED PARCEL SERVICE INC 64,357 131,605
    UNITEDHEALTH GROUP INC 46,456 235,002
    UNITY SOFTWARE INC COM 23,086 21,591
    VANGUARD DEVELOPED MRKTS INDEX INSTL 356,141 481,287
    VANGUARD EMERGING MKTS STK INDEX INSTL 25,000 26,175
    VANGUARD TOTAL STOCK MARKET INSTL 2,450,030 2,850,050
    VEEVA SYSTEMS INC 17,875 86,863
    VERICEL CORP 14,349 10,218
    VERIZON COMMUNICATIONS INC 67,929 71,757
    VERTEX INC CL A 13,681 8,252
    VISA INC 80,421 141,728
    VOCERA COMMUNICATIONS INC 9,115 22,370
    WD 40 CO COM 10,076 12,232
    WELLS FARGO CO NEW COM 119,575 146,723
    WHITE MTNS INS GROUP LTD COM 25,462 24,334
    WILLIS TOWERS WATSON PLC COM 72,511 75,522
    WOODWARD INC COM 21,285 31,849
    WORKIVA INC COM CL A 9,844 13,701

    TY 2021 InvestmentsOtherSchedule2
    Name:
    G KENNETH AND ANN BAUM PHILANTHROPIC
     
    FUND
    EIN:
    46-4198523
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CROWN CASTLE INTL CORP NEW COM FMV 83,804 145,701
    FIRST INDL RLTY TR INC COM FMV 14,907 26,083
    STORE CAP CORP COM FMV 19,402 30,719

    TY 2021 OtherExpensesSchedule
    Name:
    G KENNETH AND ANN BAUM PHILANTHROPIC
     
    FUND
    EIN:
    46-4198523
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISOR FEES 106,851 106,851   0
    ADR FEES 153 153   0
    INVESTMENT MANAGEMENT FEES 5,672 5,672   0
    INVESTMENT MANAGEMENT FEES 3,953 3,953   0
    INVESTMENT MANAGEMENT FEES 991 991   0
    INVESTMENT MANAGEMENT FEES 19,405 19,405   0
    INVESTMENT MANAGEMENT FEES 22,746 22,746   0
    INVESTMENT MANAGEMENT FEES 1,412 1,412   0
    INVESTMENT MANAGEMENT FEES 4,735 4,735   0
    INVESTMENT MANAGEMENT FEES 22,133 22,133   0
    INVESTMENT MANAGEMENT FEES 6,404 6,404   0
    INVESTMENT MANAGEMENT FEES 15,473 15,473   0
    INVESTMENT MANAGEMENT FEES 2,946 2,946   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    G KENNETH AND ANN BAUM PHILANTHROPIC
     
    FUND
    EIN:
    46-4198523
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CREDO PHILANTHROPY ADVISORS LLP 90,000 0   90,000
    PEYTON LANE LLC 57,806 0   57,806


    TY 2021 TaxesSchedule
    Name:
    G KENNETH AND ANN BAUM PHILANTHROPIC
     
    FUND
    EIN:
    46-4198523
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX - ESTIMATES 2,573 0   0
    FOREIGN TAX 897 897   0
    FOREIGN TAX 142 142   0
    FOREIGN TAX 16 16   0
    FOREIGN TAX 16 16   0
    FOREIGN TAX 25 25   0
    FOREIGN TAX 16 16   0
    FOREIGN TAX 119 119   0
    FOREIGN TAX 5,728 5,728   0