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
THE SOSLAND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4801 MAIN STREET SUITE 650
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64112
A Employer identification number

44-6007129
B Telephone number (see instructions)

(816) 756-1000
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$106,165,101J 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 394,085 394,085  
4 Dividends and interest from securities... 778,823 778,823  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,109,068
b Gross sales price for all assets on line 6a 21,988,357
7 Capital gain net income (from Part IV, line 2)... 9,109,068
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 224,082 237,820  
12 Total. Add lines 1 through 11........ 10,506,058 10,519,796  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 235,548 0   235,548
14 Other employee salaries and wages...... 106,028 43,093   62,935
15 Pension plans, employee benefits....... 39,432 8,672   30,569
16a Legal fees (attach schedule)......... Click to see attachment 89 89   0
b Accounting fees (attach schedule)....... Click to see attachment 38,900 38,900   0
c Other professional fees (attach schedule).... Click to see attachment 341,398 341,398   0
17 Interest............... 32,335 32,335   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 52,087 31,586   20,501
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 7,465 806   6,659
21 Travel, conferences, and meetings....... 1,897 0   1,897
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 160,166 144,236   15,951
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,015,345 641,115   374,060
25 Contributions, gifts, grants paid....... 4,428,710 4,428,710
26 Total expenses and disbursements. Add lines 24 and 25 5,444,055 641,115   4,802,770
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,062,003
b Net investment income (if negative, enter -0-) 9,878,681
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.............      
2 Savings and temporary cash investments......... 2,920,018 6,023,346 6,023,346
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) 2,389,507 Click to see attachment2,749,981 2,890,384
b Investments—corporate stock (attach schedule)....... 24,116,952 Click to see attachment29,125,036 69,141,024
c Investments—corporate bonds (attach schedule)....... 8,203,675 Click to see attachment8,628,856 8,914,285
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 2,173,257 1,678,624 1,689,986
13 Investments—other (attach schedule).......... 8,974,931 Click to see attachment8,059,015 17,013,246
14 Land, buildings, and equipment: basis bullet544,436
Less: accumulated depreciation (attach schedule) bullet51,606 492,830 Click to see attachment492,830 492,830
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 49,271,170 56,757,688 106,165,101
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........ 16,468,874 16,468,874
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 32,802,296 40,288,814
29 Total net assets or fund balances (see instructions)..... 49,271,170 56,757,688
30 Total liabilities and net assets/fund balances (see instructions). 49,271,170 56,757,688
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
49,271,170
2
Enter amount from Part I, line 27a .....................
2
5,062,003
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,728,249
4
Add lines 1, 2, and 3 ..........................
4
57,061,422
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
303,734
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
56,757,688
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 LONG TERM CAPITAL GAINS      
b SHORT TERM CAPITAL GAINS      
c NET SHORT TERM CAPITAL GAINS FROM PARTNERSHIPS      
d NET LONG TERM CAPITAL GAINS FROM PARTNERSHIPS      
e NET SECTION 1231 GAINS FROM PARTNERSHIP      
SECTION 1256 INCOME FROM PARTNERSHIPS      
UNRECAPTURED SECTION 1250 GAIN      
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 11,519,431   7,734,873 3,784,558
b 6,191,644   4,799,614 1,392,030
c     318,884 -318,884
d 2,182,883     2,182,883
e 2,088,759     2,088,759
    25,918 -25,918
342     342
5,298     5,298
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       3,784,558
b       1,392,030
c       -318,884
d       2,182,883
e       2,088,759
      -25,918
      342
      5,298
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 9,109,068
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........................... 3 137,314
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- ..... 5 137,314
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 163,397
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 70,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 233,397
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 96,083
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet96,083 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 addressbulletWWW.SOSLANDFOUNDATION.ORG
    14
    The books are in care ofbulletDEBORAH SOSLAND-EDELMAN Telephone no.bullet (816) 756-1000

    Located atbullet4801 MAIN STREET SUITE 650KANSAS CITYMO ZIP+4bullet64112
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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)
    Yes
     
    (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
     
    No
    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
    DEBORAH SOSLAND-EDELMAN ASST SECRETARY, ASST TREAS
    30.00     		235,548 0 0
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112
    L JOSHUA SOSLAND CHAIRMAN, DIRECTOR
    1.00     		0 0 0
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112
    BLANCHE E SOSLAND DIRECTOR
    1.00     		0 0 0
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112
    DAVID N SOSLAND DIRECTOR
    1.00     		0 0 0
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112
    SARAH SOSLAND DIRECTOR
    1.00     		0 0 0
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112
    NEIL N SOSLAND SECRETARY, DIRECTOR
    1.00     		0 0 0
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112
    MEYER J SOSLAND TREASURER
    1.00     		0 0 0
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112
    CHARLES S SOSLAND VICE CHAIRMAN, DIRECTOR
    1.00     		0 0 0
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112
    ESTELLE G SOSLAND DIRECTOR
    1.00     		0 0 0
    4801 MAIN STREET SUITE 650
    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
    88,453,889
    b
    Average of monthly cash balances.......................
    1b
    4,820,834
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    93,274,723
    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
    93,274,723
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,399,121
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    91,875,602
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,593,780
    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
    4,593,780
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    137,314
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    137,314
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,456,466
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,456,466
    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
    4,456,466
    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 4,456,466
    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......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 280,215
    f Total of lines 3a through e ........ 280,215
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,802,770
    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..... 4,456,466
    e Remaining amount distributed out of corpus 346,304
    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 5 626,519
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		626,519
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 280,215
    e Excess from 2021.... 346,304
    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 e-mail address of the person to whom applications should be addressed:
    DEBBIE SOSLAND-EDELMAN
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112
    (816) 756-1000
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE IN WRITTEN FORM TO PROVIDE: A CLEAR DESCRIPTION OF THE PROJECT, BACKGROUND ON THE PROPOSING ORGANIZATION, A BUDGET OUTLINING HOW THE FUNDS WILL BE SPENT AND OVER WHAT PERIOD OF TIME, A LIST OF OTHER POSSIBLE SOURCES OF FUNDING, AND A COPY OF THE MOST RECENT TAX EXEMPT RULING FROM THE IRS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS WILL GENERALLY BE MADE IN EXCESS OF $1,000. GRANTS TO ORGANIZATIONS WITHIN THE JEWISH COMMUNITY ARE TO BE AT 50% OF THE TOTAL AWARDS EACH YEAR. PREFERENCE IS GIVEN TO ORGANIZATIONS WITHIN THE KANSAS CITY METROPOLITAN AREA.
    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
    ABILITY KC
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 5,000
    ADIRONDACK TRAIL IMPROVEMENT SOCIETY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC ENVIRONMENTAL 1,030
    AFTER THE HARVEST
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 5,000
    AGRICULTURE FUTURE OF AMERICA
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 15,000
    AMERICAN CANCER SOCIETY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 150
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 300
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 250
    ANTI DEFAMATION LEAGUE OF B'NAI B'RITH
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 500
    ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 2,500
    ARTSKC
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 10,000
    ASPCA OF NEW YORK
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 150
    AVODAH
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 250
    BARNARD COLLEGE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 10,000
    BET MISHPACHAH
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 1,200
    BIONEXUS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 25,000
    BOYS AND GIRLS CLUBS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 55,000
    BREAST CANCER RESEARCH FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 350
    CAMBRIDGE GIRL SCOUT TROOP 70021 SUMMER CAMP FUND
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 600
    CAPITAL AREA FOOD BANK
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 250
    CENTER FOR PRACTICAL BIOETHICS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 16,000
    CHABAD HOUSE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 40,500
    CHABAD LUBAVITCH OF CAPE COD
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 10,000
    CHABAD LUBAVITCH OF MIDTOWN
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 5,000
    CHABAD LUBAVITCH OF THE US VIRGIN ISLANDS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 5,000
    CHARLES E SMITH JEWISH DAY SCHOOL
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 1,000
    CHARLOTTE STREET FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 60,000
    CHILDREN'S MERCY HOSPITAL
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 200,118
    CITY YEAR
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 52,500
    CLARK UNIVERSITY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 1,000
    COMMUNITY CAPITAL FUND
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CIVIC 5,000
    CONGREGATION BIAV
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 3,300
    CONGREGATION BETH SHALOM
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 870,240
    CONGREGATION B'NAI TZEDEK
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 1,000
    DISABLED AMERICAN VETERANS OF NEW YORK
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 150
    DOCTORS WITHOUT BORDERS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 850
    DONNELLY COLLEGE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 60,000
    EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 2,200
    EVERYTOWN FOR GUN SAFETY SUPPORT FUND
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 500
    FAITH ALWAYS WINS FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 2,500
    FAMILY HEALTH CARE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 25,000
    FEEDING WESTCHESTER
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 200
    FOOD BANK OF SOMERSET COUNTY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 500
    FPRAZ - KJZZ
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CIVIC 120
    FRIENDS OF CHAMBER MUSIC
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 18,500
    FRIENDS OF HARVARD UNIVERSITY CENTER FOR JEWISH STUDIES
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 500
    GIFT
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 5,000
    GREENLIGHT FUND
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 30,000
    GREENWICH HOSPITAL FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 300
    HARVARD UNIVERSITY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 12,500
    HARVESTERS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 79,265
    HEART OF AMERICA SHAKESPEARE FESTIVAL
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 5,000
    HUMANE SOCIETY OF THE DUNES
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 5,000
    HYMAN BRAND HEBREW ACADEMY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 135,300
    INTERNATIONAL CENTER FOR TRANSITIONAL JUSTICE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 1,000
    INTERNATIONAL RELATIONS COUNCIL
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CIVIC 1,000
    JCRBAJC
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 12,500
    JEWISH COMMUNITY ARCHIVES OF GREATER KANSAS CITY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 10,000
    JEWISH COMMUNITY CENTER
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 25,118
    JEWISH COMMUNITY CENTER OF SOMERSET HUNTERDON AND WARREN COUNTIES
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 250
    JEWISH FAMILY SERVICES
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 11,100
    JEWISH FAMILY SERVICES OF COLORADO
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 118
    JEWISH FEDERATION OF GREATER KANSAS CITY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 794,670
    JEWISH FEDERATION OF GREATER WASHINGTON
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 2,000
    JEWISH THEOLOGICAL SEMINARY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 47,500
    JEWISH VOCATIONAL SERVICE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 100,500
    JUNIOR LEAGUE OF KCMO
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 2,500
    JUVENILE DIABETES FOUNDATION-CAPITAL CHAPTER
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 150
    JUVENILE DIABETES RESEARCH FOUNDATION MID-ATLANTIC
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 2,000
    KANBE'S MARKETS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 4,000
    KANSAS CITY ART INSTITUTE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 77,500
    KANSAS CITY BALLET
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 12,500
    KANSAS CITY CAMPUS FOR ANIMAL CARE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 1,250
    KANSAS CITY MUSEUM
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 50,000
    KANSAS CITY REPERTORY THEATRE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 10,750
    KANSAS CITY SYMPHONY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 175,500
    KANSAS CITY YOUNG AUDIENCES
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 20,850
    KAUFFMAN CENTER FOR PERFORMING ARTS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 1,250
    KC SCHOLARS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 25,000
    KCPTCHANNEL 19
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CIVIC 1,750
    KCUR
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CIVIC 70,540
    KEMPER MUSEUM OF CONTEMPORARY ART
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 5,500
    KU ENDOWMENT ASSOCIATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 50,000
    LABSHUL
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 500
    LINDA HALL LIBRARY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 5,000
    LYRIC OPERA
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 21,750
    MARINE TOYS FOR TOTS FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 200
    MARTINSVILLE RESCUE SQUAD
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 100
    MAZON
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 1,000
    MICHAEL J FOX FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 300
    MID-AMERICA REGIONAL COUNCIL
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CIVIC 25,000
    MIDWEST CENTER FOR HOLOCAUST EDUCATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 3,000
    MOORESTOWN FRIENDS SCHOOL
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 250
    MT CARMEL CEMETERY FUND
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CIVIC 500
    MUSEUM AT PRAIRIEFIRE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 25,000
    NATIONAL COUNCIL OF JEWISH WOMEN
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 500
    NATIONAL TUBEROUS SCLEROSIS ASSOCIATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 100
    NATURAL RESOURCES DEFENSE COUNCIL
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 500
    NATURE CONSERVANCY-KANSAS CHAPTER
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC ENVIRONMENTAL 1,000
    NELSON GALLERY FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 1,250
    NEW REFORM TEMPLE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 8,000
    NEW YORKERS FOR PARKS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC ENVIRONMENTAL 500
    NONPROFIT CONNECT
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CIVIC 2,000
    NORTHWEST FLORIDA GUARDIAN AD LITEM FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 100
    NOTRE DAME DE SION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 3,000
    OPERATION BREAKTHROUGH
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 2,500
    PAWS FOR PURPLE HEARTS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 250
    PEDIATRIC CANCER FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 250
    PEMBROKE HILL SCHOOL
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 105,250
    PKD FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 500
    PLANNED PARENTHOOD GREAT PLAINS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 35,368
    PLANNED PARENTHOOD HUDSON PECONIC
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 500
    PPFA
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 150
    PREP-KC
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 25,000
    PUSHCART PLAYERS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 500
    RAMAH NEW ENGLAND
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 2,500
    RESTART INC
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 51,000
    SALVATION ARMY OF KANSAS CITY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 500
    SCHECHTER INSTITUTE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 20,000
    SHERWOOD CENTER
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 75,000
    SINGER STRONG FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 450
    SMITH COLLEGE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 2,000
    ST MARY'S FOOD BANK
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 800
    STATE THEATRE REGIONAL ARTS CENTER AT NEW BRUNSWICK
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 250
    STEPS OF FAITH FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 250
    SWOPE HEALTH SERVICES
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 50,000
    TEAM RUBICON
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 500
    TEAM WESTERN KENTUCKY TORNADO RELIEF FUND
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC ENVIRONMENTAL 5,000
    TEMPLE SHOLOM
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 500
    THE CHILDREN'S PLACE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 69,000
    THE POLICE FOUNDATION OF KANSAS CITY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CIVIC 1,250
    THE RABBIT HOLE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 100,000
    THE SCLERODERMA FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 600
    TORAH FUND
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 600
    TRUMAN LIBRARY INSTITUTE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 115,667
    TURNING POINT
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 20,500
    TYLER CLEMENTI FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 125
    UMKC BLOCH SCHOOL OF BUSINESS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 10,000
    UNION STATION KANSAS CITY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 54,500
    UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 500
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 600
    UNITED WAY OF GREATER KANSAS CITY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CIVIC 26,856
    UNIVERSITY ACADEMY FOUNDATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 300
    VAAD HAKASHRUTH OF KANSAS CITY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 500
    VILLAGE SHALOM
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 201,625
    VNA HOME HEALTH
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 250
    WALKER ART CENTER
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 500
    WHEATON COLLEGE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 1,000
    WHITE PLAINS HOSPITAL MEDICAL CENTER
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 300
    WILDWOOD OUTDOOR EDUCATION CENTER
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 5,000
    WILLIAM JEWELL COLLEGE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 1,000
    WOMEN'S EMPLOYMENT NETWORK
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 10,000
    WONDERSCOPE CHILDREN'S MUSEUM OF KANSAS CITY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 25,000
    WORLD WILDLIFE FUND
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC ENVIRONMENTAL 100
    YOUNG AUDIENCES INC
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 1,000
    Total .................................bullet 3a 4,428,710
    bApproved for future payment
    CONGREGATION BETH SHALOM
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 3,200,000
    BOYS & GIRLS CLUBS
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 50,000
    CHILDREN'S MERCY HOSPITAL
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 600,000
    CHILDREN'S PLACE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC SOCIAL WELFARE 100,000
    CITY YEAR
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 100,000
    CROSSROADS ACADEMY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 50,000
    DONNELLY COLLEGE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 100,000
    JEWISH COMMUNITY CENTER
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 25,000
    JEWISH FEDERATION PJ LIBRARY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 150,000
    JEWISH FEDERATION SECURITY #2
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC JEWISH 1,000,000
    KANSAS CITY ART INSTITUTE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 200,000
    KANSAS CITY SYMPHONY
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 150,000
    MUSEUM AT PRAIRIEFIRE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 50,000
    PEMBROKE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 300,000
    PLANNED PARENTHOOD
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 50,000
    SOUTHWEST BLVD FAMILY CARE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC HEALTH 25,000
    TRUMAN LIBRARY INSTITUTE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 300,000
    UNION STATION
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC CULTURAL ARTS 50,000
    WONDERSCOPE
    4801 MAIN STREET SUITE 650
    KANSAS CITY,MO64112     		  PC EDUCATION 25,000
    Total .................................bullet 3b 6,525,000
    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 ...........     		    14 394,085  
    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 9,109,068  
    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 10,506,058 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,506,058
    (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:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 38,900 38,900   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AIR LEASE CORP SENIOR UNSECURED NOTE: 60000 UNITS 56,851 62,930
    AMERICAN HONDA FINANCE SENIOR UNSECURED NOTE: 130000 UNITS 129,990 127,919
    AMERICAN INTERNATIONAL GROUP SENIOR UNSECURED NOTE: 60000 UNITS 59,792 64,201
    AMERIPRISE FINANCIAL INC SENIOR UNSECURED NOTE: 115000 UNITS 114,220 122,754
    APACHE CORP SENIOR UNSECURED NOTE: 60000 UNITS 66,926 67,800
    ARIZONA PUBLIC SERVICE SENIOR UNSECURED NOTE: 115000 UNITS 117,146 119,710
    BANK OF AMERICA CORP SENIOR UNSECURED NOTE: 125000 UNITS 125,000 133,669
    BELL CANADA SENIOR UNSECURED NOTE: 80000 UNITS 79,962 79,176
    BERKSHIRE HATHAWAY FINANCE NOTE: 110000 UNITS 108,682 154,535
    BLACK HILLS CORP SENIOR UNSECURED NOTE: 55000 UNITS 54,742 57,754
    BLACKROCK INC SENIOR UNSECURED NOTE: 100000 UNITS 99,666 105,678
    BORGWARNER INC SENIOR UNSECURED NOTE: 70000 UNITS 75,915 73,743
    BOSTON SCIENTIFIC CORP SENIOR UNSECURED NOTE: 65000 UNITS 64,782 72,181
    BRISTOL MYERS SQUIBB CO SENIOR UNSECURED NOTE: 115000 UNITS 108,654 116,079
    BURLINGTON NORTHERN SANTA FE SENIOR UNSECURED NOTE: 100000 UNITS 99,199 116,027
    CAMDEN PROPERTY TRUST SENIOR UNSECURED NOTE: 130000 UNITS 138,756 135,194
    CAPITAL ONE FINANCIAL CORP SUBORDINATED NOTE: 60000 UNITS 59,184 64,337
    CARLISLE COS INC SENIOR UNSECURED NOTE: 60000 UNITS 56,205 64,747
    CELGENE CORP SENIOR UNSECURED NOTE: 60000 UNITS 59,794 64,204
    CENTERPOINT ENERGY HOUSTON ELEC LLC SECURED NOTE: 100000 UNITS 99,861 105,224
    CHARLES SCHWAB CORP SENIOR UNSECURED NOTE: 130000 UNITS 140,733 138,509
    CITIGROUP INC SENIOR UNSECURED NOTE VARIA: 70000 UNITS 70,000 69,917
    COMCAST CORP SENIOR UNSECURED NOTE: 130000 UNITS 129,689 138,817
    COMMONWEALTH EDISON CO SECURED NOTE: 100000 UNITS 99,981 116,803
    CUMMINS INC SENIOR UNSECURED NOTE: 140000 UNITS 140,482 132,464
    ENERGY FL PROJECT FINANCE SECURED NOTE: 110000 UNITS 104,454 113,227
    DUKE ENERGY INDIANA INC NOTE: 90000 UNITS 120,198 129,038
    EMERSON ELECTRIC CO SENIOR UNSECURED NOTE: 140000 UNITS 139,691 139,983
    ERP OPERATING LP SENIOR UNSECURED NOTE: 100000 UNITS 99,076 108,591
    EXXON MOBIL CORPORATION SENIOR UNSECURED NOTE: 100000 UNITS 100,000 105,790
    FIDELITY NATL INFO SERV SENIOR UNSECURED NOTE: 75000 UNITS 74,956 73,830
    GENERAL MOTORS FINANCIAL CO SENIOR UNSECURED NOTE: 55000 UNITS 54,907 57,873
    GOLDMAN SACHS GROUP INCORPORATED SUBORDINATED NOTE: 50000 UNITS 62,303 70,895
    GONZAGA UNIVERSITY SECURED NOTE: 60000 UNITS 60,000 67,089
    HSBC HOLDINGS PLC SUBORDINATED NOTE: 40000 UNITS 50,738 53,377
    HUNTINGTON NATIONAL BANK SENIOR UNSECURED NOTE: 130000 UNITS 133,683 131,305
    INTERCONTINENTAL EXCHANGE INC SENIOR UNSECURED NOTE: 135000 UNITS 141,356 140,310
    JM SMUCKER CO SENIOR UNSECURED NOTE: 70000 UNITS 69,680 67,699
    JOHN DEERE CAPITAL CORP SENIOR UNSECURED NOTE: 110000 UNITS 109,868 112,713
    JPMORGAN CHASE & CO SENIOR UNSECURED NOTE: 140000 UNITS 140,000 138,832
    KANSAS CITY SOUTHERN SENIOR UNSECURED NOTE: 65000 UNITS 67,212 82,551
    KIMCO REALTY CORP SENIOR UNSECURED NOTE: 55000 UNITS 54,597 56,367
    LABORATORY CORPORATION OF AMERICA SENIOR UNSECURED NOTE: 75000 UNITS 74,950 74,139
    LOEWS CORP SENIOR UNSECURED NOTE: 120000 UNITS 143,170 138,313
    LOUISIANA LAND & EXPLORATION CO NOTE: 85000 UNITS 110,448 95,394
    MAGNA INTERNATIONAL INC SENIOR UNSECURED NOTE: 135000 UNITS 142,641 141,985
    METLIFE INC JUNIOR SUBORDINATED NO: 35000 UNITS 54,250 59,004
    MICROSOFT CORP SENIOR UNSECURED NOTE: 105000 UNITS 104,236 109,286
    MID-AMERICA APARTMENTS SENIOR UNSECURED NOTE: 50000 UNITS 52,539 54,022
    MITSUBISHI UFJ FIN GROUP SENIOR UNSECURED NOTE: 140000 UNITS 140,000 138,053
    MORGAN STANLEY SUBORDINATED NOTE: 100000 UNITS 105,553 104,153
    NEVADA POWER CO SECURED NOTE: 100000 UNITS 121,789 128,770
    NORTHROP GRUMMAN CORP SENIOR UNSECURED NOTE: 55000 UNITS 54,911 58,373
    ONEOK INC SENIOR UNSECURED NOTE: 65000 UNITS 64,797 70,842
    ORACLE CORP SENIOR UNSECURED NOTE: 125000 UNITS 124,488 129,794
    PACCAR FINANCIAL CORP SENIOR UNSECURED NOTE: 110000 UNITS 109,927 111,252
    PFIZER INC SENIOR UNSECURED NOTE: 70000 UNITS 83,820 85,240
    PNC FINANCIAL SERVICES SENIOR UNSECURED NOTE: 120000 UNITS 116,399 129,320
    PRAXAIR INC SENIOR UNSECURED NOTE: 130000 UNITS 137,912 134,980
    PRECISION CASTPARTS CORP SENIOR UNSECURED NOTE: 110000 UNITS 110,961 116,612
    PROGRESSIVE CORP SENIOR UNSECURED NOTE: 110000 UNITS 109,962 113,941
    PUBLIC STORAGE SENIOR UNSECURED NOTE: 140000 UNITS 139,917 139,710
    REALTY INCOME CORP SENIOR UNSECURED NOTE: 60000 UNITS 59,203 63,296
    REINSURANCE GROUP OF AMERICA SENIOR UNSECURED NOTE: 75000 UNITS 74,816 82,010
    ROPER TECHNOLOGIES INC SENIOR UNSECURED NOTE: 75000 UNITS 74,901 73,277
    SELECT INCOME REIT SENIOR UNSECURED NOTE: 50000 UNITS 50,602 52,141
    SUNCOR ENERGY INC SENIOR UNSECURED NOTE: 75000 UNITS 74,927 76,727
    TIMKEN CO SENIOR UNSECURED NOTE: 35000 UNITS 41,269 42,729
    TRUIST FINANCIAL CORP SENIOR UNSECURED NOTE: 140000 UNITS 139,775 135,457
    ELECTRONICS GROUP S SENIOR UNSECURED NOTE: 45000 UNITS 61,287 68,165
    UNION PACIFIC RR CO 1ST LIEN PASS THRU CERTIFICATES: 91308.89 UNITS 91,309 94,581
    VALERO ENERGY CORP SENIOR UNSECURED: 75000 UNITS 79,322 77,690
    VERIZON COMMUNICATIONS SENIOR UNSECURED NOTE: 70000 UNITS 70,000 70,958
    VODAFONE GROUP PLC SENIOR UNSECURED NOTE: 60000 UNITS 59,594 63,164
    DISNEY COMPANY/THE SENIOR UNSECURED NOTE: 55000 UNITS 77,503 77,587
    WEC ENERGY GROUP INC SENIOR UNSECURED NOTE: 70000 UNITS 69,971 69,283
    WELLS FARGO & COMPANY SENIOR UNSECURED NOTE: 110000 UNITS 103,400 143,771
    WISCONSIN POWER & LIGHT SENIOR UNSECURED NOTE: 100000 UNITS 99,991 97,282
    BLACKROCK HIGH YIELD PORTFOLIO - K: 34401.647 UNITS 260,632 269,709
    FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND - Z: 14199.787 UNITS 133,478 134,472
    GOLDMAN SACHS HIGH YIELD FUND INS: 41712.052 UNITS 265,420 267,791
    HARTFORD FLOATING RATE FUND-F: 15985.362 UNITS 141,745 132,838
    VANGUARD HIGH YIELD CORPORATE FUND ADM: 45094.17 UNITS 263,996 268,310
    COHEN & STEERS PREFERRED SECURITIES & INCOME FUND F: 9430.716 UNITS 135,133 133,067
    FIDELITY NEW MARKETS INCOME FUND Z: 9336.759 UNITS 158,981 132,955

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALLAKOS INC: 1439 UNITS 3,238 14,088
    ISHARES RUSSELL 3000 ETF: 49405 UNITS 4,762,755 13,709,888
    VANGUARD MID CAP ETF: 9127 UNITS 1,898,693 2,325,286
    VANGUARD S&P ETF: 24716 UNITS 8,510,070 10,790,264
    VANGUARD SMALL-CAP ETF: 9619 UNITS 1,898,800 2,173,990
    ISHARES MSCI ACWI INDEX FUND: 45806 UNITS 1,775,198 2,546,814
    VANGUARD FTSE ALL WORLD EX US INDEX FUND ETF: 115271 UNITS 6,441,086 7,063,807
    VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF: 5306 UNITS 330,089 337,302
    ADOBE SYS INC COM: 146 UNITS 32,352 82,743
    ADOBE SYS INC COM: 14 UNITS 6,303 7,987
    ALIGN TECHNOLOGY INC COM: 44 UNITS 9,095 28,387
    ALIGN TECHNOLOGY INC COM: 105 UNITS 18,396 69,533
    AMAZON COM INC COM: 17 UNITS 19,660 56,684
    AMERICAN TOWER REITCOM: 40 UNITS 5,758 12,059
    AMERICAN TOWER REITCOM: 264 UNITS 37,781 76,861
    CHIPOTLE MEXICAN GRILL INCCL A: 12 UNITS 15,682 21,011
    CHIPOTLE MEXICAN GRILL INCCL A: 24 UNITS 30,901 41,933
    CHIPOTLE MEXICAN GRILL INCCL A: 6 UNITS 8,512 10,483
    CME GROUP INC COM: 292 UNITS 44,406 66,700
    CME GROUP INC COM: 22 UNITS 4,681 5,031
    CME GROUP INC COM: 28 UNITS 6,206 6,402
    DANAHER CORP DEL COM: 156 UNITS 35,464 51,388
    DANAHER CORP DEL COM: 115 UNITS 26,142 37,774
    EQUINIX INC COM PAR $0.001 ISIN #US29444U7000 SEDOL #BVLZX12: 83 UNITS 31,803 70,205
    IHS MARKIT LTD COM: 128 UNITS 5,825 17,014
    ILLUMINA INC COM: 204 UNITS 43,780 77,298
    ILLUMINA INC COM: 23 UNITS 11,073 8,838
    ILLUMINA INC COM: 27 UNITS 11,336 10,374
    ILLUMINA INC COM: 32 UNITS 11,689 12,296
    INTUITCOM: 54 UNITS 14,230 34,719
    INTUITCOM: 108 UNITS 25,598 69,483
    INTUITIVE SURGICAL INC COM NEW: 243 UNITS 31,004 87,310
    LAUDER ESTEE COS INCCL A: 100 UNITS 15,260 37,377
    LAUDER ESTEE COS INCCL A: 125 UNITS 15,715 45,918
    MATCH GROUP INC NEW COM: 196 UNITS 31,498 25,580
    MATCH GROUP INC NEW COM: 86 UNITS 13,228 11,455
    MATCH GROUP INC NEW COM: 38 UNITS 5,383 5,062
    MATCH GROUP INC NEW COM: 63 UNITS 8,615 8,392
    MATCH GROUP INC NEW COM: 64 UNITS 9,803 8,525
    MATCH GROUP INC NEW COM: 47 UNITS 6,757 6,260
    MATCH GROUP INC NEW COM: 61 UNITS 9,762 8,125
    META PLATFORMS, INC: 186 UNITS 31,019 61,841
    META PLATFORMS, INC: 90 UNITS 14,010 30,992
    MICROSOFT CORP COM: 306 UNITS 40,511 102,914
    NETFLIX INC COM: 97 UNITS 17,930 57,993
    NETFLIX INC COM: 27 UNITS 15,331 16,526
    NETFLIX INC COM: 19 UNITS 9,703 11,630
    NIKE INCCL B: 487 UNITS 29,481 81,168
    NVIDIA CORP COM: 364 UNITS 14,113 107,056
    PAYPAL HOLDINGS INC COM: 391 UNITS 28,699 73,398
    PAYPAL HOLDINGS INC COM: 102 UNITS 21,062 19,572
    S&P GLOBAL INC COM: 181 UNITS 30,622 85,419
    SNAP INC CL A: 185 UNITS 3,455 6,683
    SNAP INC CL A: 1394 UNITS 24,194 66,954
    SNAP INC CL A: 52 UNITS 2,590 2,498
    SNAP INC CL A: 175 UNITS 9,277 8,405
    SNAP INC CL A: 195 UNITS 10,882 9,366
    SNAP INC CL A: 201 UNITS 10,050 9,654
    VISA INC COM CL A: 435 UNITS 48,232 94,126
    VISA INC COM CL A: 80 UNITS 16,302 17,430
    VISA INC COM CL A: 42 UNITS 9,749 9,151
    INTRA-CELLULAR THERAPIES INC COM: 538548 UNITS 2,514,197 28,187,602

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    US Government Securities - End of Year Book Value:

    1,454,565
    US Government Securities - End of Year Fair Market Value:

    1,521,544
    State & Local Government Securities - End of Year Book Value:


    1,295,416
    State & Local Government Securities - End of Year Fair Market Value:


    1,368,840


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FEDERAL FARM CREDIT BANK UNSECURED NOTE: 130000 UNITS AT COST 129,847 127,997
    FEDERAL HOME LOAN BANK UNSECURED NOTE: 200000 UNITS AT COST 211,800 290,340
    FEDERAL NATIONAL MORTGAGE ASSOC UNSECURED NOTE: 100000 UNITS AT COST 114,995 132,898
    PARTNERSHIPS - BENNELONG ASIA PACIFIC SIDE POCKET SHARES AT COST 1,833 10,597
    PARTNERSHIPS - C3 CAPITAL PARTNERS III LP AT COST 387,400 850,426
    PARTNERSHIPS - CENTERVIEW CAPITAL LP AT COST 155,857 515,950
    PARTNERSHIPS - COMMONFUND PRIVATE EQUITY PTRS VII AT COST 262,939 692,582
    PARTNERSHIPS - EGERTON CAPITAL PARTNERS LP AT COST 1,579,872 2,056,554
    PARTNERSHIPS - FIVE ELMS III AT COST 273,319 596,077
    PARTNERSHIPS - FIVE ELMS IV AT COST 389,150 668,865
    PARTNERSHIPS - GEORGE K BAUM GROWTH EQUITY FUND AT COST 308,786 1,425,930
    PARTNERSHIPS - MAGMA GROWTH EQUITY I LP AT COST 477,585 655,222
    PARTNERSHIPS - MAGMA-HOLA CO INVESTMENT FUND AT COST 3,379 10,000
    PARTNERSHIPS - MAGMA VENTURE CAPITAL II LP - VALENS CO INVESTMENT AT COST 342,771 523,609
    PARTNERSHIPS - MAGMA VENTURE CAPITAL III LP AT COST 306,556 3,537,484
    PARTNERSHIPS - NORTHPOINT INDUSTRIAL IV AT COST 741,567 992,336
    PARTNERSHIPS - NORTHPOINT INDUSTRIAL V AT COST 599,929 600,000
    PARTNERSHIPS - PLAZA BELMONT III LLC AT COST 34,409 123,711
    PARTNERSHIPS - RELAY INVESTMENT II AT COST 413,133 281,333
    PARTNERSHIPS - RIVERFEST VENTURE FUND II LP AT COST 73,584 770,605
    PARTNERSHIPS - ROCKEFELLER ACCESS FUND AT COST 356,873 710,449
    PARTNERSHIPS - SAYBROOK COF LP AT COST 0 277,550
    PARTNERSHIPS - SECURITY FIRST CORP AT COST 0 133,333
    PARTNERSHIPS - TOPSPIN PARTNERS, LP AT COST 132,795 161,802
    PARTNERSHIPS - TOPSPIN PARTNERS LBO, LP AT COST 160,627 61,276
    PARTNERSHIPS - TOPSPIN SFC HOLDINGS AT COST 3 0
    PARTNERSHIPS - WINGATE PARTNERSHIP V LP AT COST 546,636 746,320
    PARTNERSHIPS - 10D FUND II AT COST 53,370 60,000

    TY 2021 LandEtcSchedule2
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER EQUIPMENT 14,043 0 14,043 14,043
    SOFTWARE 52,989 0 52,989 52,989
    LAND 477,404 0 477,404 477,404


    TY 2021 LegalFeesSchedule
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 89 89   0


    TY 2021 OtherDecreasesSchedule
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Description Amount
    SECURITIES BASIS ADJUSTMENTS 303,734


    TY 2021 OtherExpensesSchedule
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS PORTFOLIO DEDUCTIONS - FROM PARTNERSHIPS 668 668   0
    OTHER DEDUCTIONS - FROM PARTNERSHIPS 142,881 142,881   0
    DUES 11 0   11
    PARKING 1,813 0   1,813
    SUPPLIES 13,864 0   13,885
    LAWN CARE 687 687   0
    POSTAGE 24 0   24
    SUBSCRIPTION 218 0   218


    TY 2021 OtherIncomeSchedule2
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME (LOSS) -46,742 -33,004 -46,742
    OTHER INCOME 1,383 1,383 1,383
    ANNUITY INCOME 269,441 269,441 269,441


    TY 2021 OtherIncreasesSchedule
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Description Amount
    TAX-EXEMPT INCOME FROM INVESTMENTS 31,943
    PARTNERSHIP BASIS ADJUSTMENTS 2,159,514
    BOOK/TAX DIFFERENCES - PASSTHROUGHS 532,791
    NONTAXABLE DISTRIBUTIONS 4,001


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 341,398 341,398   0


    TY 2021 TaxesSchedule
    Name:
    THE SOSLAND FOUNDATION
    EIN:
    44-6007129
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 24,489 24,489   0
    PAYROLL TAXES 23,436 2,935   20,501
    RE TAXES 4,162 4,162   0