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
MURIEL MCBRIEN KAUFFMAN FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)4801 ROCKHILL ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64110
A Employer identification number

43-1460787
B Telephone number (see instructions)

(913) 649-3584
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$377,304,593
J 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   379,559  
4 Dividends and interest from securities... 3,512,899 3,948,286  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 32,079,681
b Gross sales price for all assets on line 6a 109,797,488
7 Capital gain net income (from Part IV, line 2)... 43,708,839
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)....... 2,793 1,735,506 0
12 Total. Add lines 1 through 11........ 35,595,373 49,772,190 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,031,709 515,854 0 515,855
14 Other employee salaries and wages...... 206,670 103,335 0 103,335
15 Pension plans, employee benefits....... 417,643 208,822 0 208,821
16a Legal fees (attach schedule)......... 13,333 0 0 13,333
b Accounting fees (attach schedule)....... 26,100 13,050 0 13,050
c Other professional fees (attach schedule).... 796,767 634,978 0 161,789
17 Interest...............   250,791    
18 Taxes (attach schedule) (see instructions)... 555,505 13,445 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 12,540 0 0 12,540
21 Travel, conferences, and meetings....... 6,475 0 0 6,475
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 129,117 2,601,887 0 114,650
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,195,859 4,342,162 0 1,149,848
25 Contributions, gifts, grants paid....... 8,585,782 8,470,782
26 Total expenses and disbursements. Add lines 24 and 25 11,781,641 4,342,162 0 9,620,630
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,813,732
b Net investment income (if negative, enter -0-) 45,430,028
c Adjusted net income (if negative, enter -0-)... 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............. 1,161,920 8,384,980 8,390,810
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 208,856,241 Click to see attachment225,301,713 342,247,852
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment27,465,218 Click to see attachment27,610,418 Click to see attachment26,665,931
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 237,483,379 261,297,111 377,304,593
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 237,483,379 261,297,111
29 Total net assets or fund balances (see instructions)..... 237,483,379 261,297,111
30 Total liabilities and net assets/fund balances (see instructions). 237,483,379 261,297,111
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
237,483,379
2
Enter amount from Part I, line 27a .....................
2
23,813,732
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
261,297,111
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
261,297,111
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 CAPITAL GAINS AND LOSSES P 2021-01-01 2021-12-31
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 109,797,488   66,088,649 43,708,839
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       43,708,839
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 43,708,839
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 43,708,839
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........................... 3 631,477
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- ..... 5 631,477
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 450,328
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 450,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 900,328
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 3,888
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 10 264,963
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet264,963 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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.MMKF.ORG
    14
    The books are in care ofbulletAMY CLARK Telephone no.bullet (816) 932-1219

    Located atbullet4801 ROCKHILL ROADKANSAS CITYMO ZIP+4bullet64110
    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
    JULIA IRENE KAUFFMAN CHAIRMAN CEO
    30.00
    425,086 28,500 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    DAVID LADY PRESIDENT DIRECTOR
    32.00
    249,605 31,044 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    CARA Z NEWELL DIRECTOR
    1.00
    4,500 0 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    JULIA POWER WELD DIRECTOR
    1.00
    5,000 0 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    GEORGE P JANDL DIRECTOR
    1.00
    5,000 0 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    PETER W BROWN DIRECTOR
    1.00
    5,000 0 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    LAUREN MM LAPOINTE DIRECTOR
    1.00
    5,000 0 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    ALEXANDRA E MOORE DIRECTOR
    1.00
    5,000 0 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    SHARON BLICKENSDERFER CFO/TREASURER
    25.00
    162,562 20,660 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    AMY CLARK VP ADMIN & GRANTS
    32.00
    164,956 19,168 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    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
    ESTELA FENNEL EXECUTIVE ASSISTANT
    40.00
    72,219 9,178 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    JANA TEEFEY EXECUTIVE ASSISTANT
    30.00
    59,536 7,566 0
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64111
    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
    WELLS CAPITAL MANAGEMENT INVESTMENT MGMT FEES 245,148
    100 HERITAGE RESERVE
    MENOMONEE,WI53051
    ROCKEFELLER & CO INC INVESTMENT MGMT FEES 188,040
    10 ROCKEFELLER PLAZA
    NEW YORK,NY10020
    POWELL GARDENS MEMORIAL GARDEN MAIN 154,910
    1609 NW US HWY 50
    KINGSVILLE,MO64061
    NORTHERN TRUST CO CUSTODY SERVICES 119,495
    50 SOUTH LA SALLE STREET
    CHICAGO,IL60603
    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
    221,048,787
    b
    Average of monthly cash balances.......................
    1b
    32,390,885
    c
    Fair market value of all other assets (see instructions)................
    1c
    93,322,511
    d
    Total (add lines 1a, b, and c).........................
    1d
    346,762,183
    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
    346,762,183
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    5,201,433
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    341,560,750
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    17,078,038
    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
    17,078,038
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    631,477
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    631,477
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    16,446,561
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    16,446,561
    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
    16,446,561
    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 16,446,561
    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...... 372,279
    b From 2017...... 1,794,586
    c From 2018...... 2,009,641
    d From 2019...... 960,532
    e From 2020...... 3,118,126
    f Total of lines 3a through e ........ 8,255,164
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 9,620,630
    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..... 9,620,630
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 6,825,931 6,825,931
    (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 1,429,233
    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 ......
    1,429,233
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 1,429,233
    e Excess from 2021....  
    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:
    JULIA I KAUFFMAN
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64110
    (816) 932-1219
    bThe form in which applications should be submitted and information and materials they should include:
    DESCRIPTION OF ORGANIZATION, PURPOSE AND USE OF FUNDS REQUESTED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SOME GEOGRAPHIC AND CHARITABLE FIELDS LIMITATIONS.
    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
    ACADEMY FOR INTEGRATED ARTS
    7910 TROOST
    KANSAS CITY,MO64131
      PC MATCHING GIFT 7,500
    AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION
    6405 METCALF AVENUE SUITE 205
    OVERLAND PARK,KS66202
      PC EVENT SUPPORT FOR 2021 JOE MCGUFF ALS GOLF CLASSIC 10,000
    ART AS MENTORSHIP
    3236 MORRELL AVENUE
    KANSAS CITY,MO64123
      PC GENERAL OPERATING SUPPORT FOR REBEL SONG ACADEMY & CELEBRATE AMERI'KANA FESTIVAL 10,000
    ARTS COUNCIL OF JOHNSON COUNTY
    8788 METCALF AVE SUITE 2500
    OVERLAND PARK,MO66212
      PC GENERAL OPERATING SUPPORT FOR 2021 4,000
    ARTSKC REGIONAL ARTS COUNCIL
    106 SOUTHWEST BLVD
    KANSAS CITY,MO64108
      PC RENEWAL OF LEADERSHIP GIFT MEMBERSHIP 2021 10,000
    ARTSKC REGIONAL ARTS COUNCIL
    106 SOUTHWEST BLVD
    KANSAS CITY,MO64108
      PC SPONSORSHIP SUPPORT FOR PARADE OF HEARTS 25,000
    ARTSKC REGIONAL ARTS COUNCIL
    106 SOUTHWEST BLVD
    KANSAS CITY,MO64108
      PC ARTSKC GENERAL OPERATION SUPPORT FOR FISCAL YEAR 2022 350,000
    BACH ARIA SOLOISTS
    PO BOX 7112
    KANSAS CITY,MO64113
      PC GENERAL OPEATING SUPPORT FOR HYBRID 2020-21 CONCERT SEASON 10,000
    BACH ARIA SOLOISTS
    PO BOX 7112
    KANSAS CITY,MO64113
      PC BACH ARIA SOLOISTS 2021-2022 CONCERT SEASON 10,000
    BAND OF ANGELS CORP
    118890 W 135TH STREET
    OVERLAND PARK,KS66221
      PC PROGRAM SUPPORT FOR 2022 5,000
    BERT NASH COMMUNITY MENTAL HEALTH CENTER
    200 MAIN ST
    LAWRENCE,KS66044
      PC MATCHING GIFT 375
    BISHOP SULLIVAN CENTER
    6435 TRUMAN ROAD
    KANSAS CITY,MO64126
      PC MATCHING GIFT 500
    BOYS & GIRLS CLUBS OF GREATER KANSAS CITY
    4001 BLUE PARKWAY SUITE 102
    KANSAS CITY,MO64130
      PC MATCHING GIFT 750
    CENTER FOR PRACTICAL BIOETHICS
    1111 MAIN SUITE 500
    KANSAS CITY,MO64105
      PC MEMORIAL GIFT HONORING MRS. SARAH ROWLAND TOWNSEND 1,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET 8TH FLOOR
    NEW YORK,NY10022
      PC MEMBERSHIP RENEWAL - WOMEN'S COMMITTEE 25,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET 8TH FLOOR
    NEW YORK,NY10022
      PC EVENT SUPPORT FOR FREDERICK LAW OLMSTED AWARDS LUNCHEON 25,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET 8TH FLOOR
    NEW YORK,NY10022
      PC EVENT SUPPORT OF FALL LUNCHEON 15,000
    CHARLOTTE STREET FOUNDATION
    3333 WYOMING STREET
    KANSAS CITY,MO64111
      PC GENERAL OPERATING SUPPORT FOR 2021 30,000
    CHARLOTTE STREET FOUNDATION
    3333 WYOMING STREET
    KANSAS CITY,MO64111
      PC CULTURAL PRODUCER GRANT PROGRAM 25,000
    CHILD PROTECTION CENTER
    3101 BROADWAY SUITE 750
    KANSAS CITY,MO64111
      PC GENERAL OPERATING SUPPORT FOR 2021-22 10,000
    CITY UNION MISSION
    1100 E 11TH STREET
    KANSAS CITY,MO64106
      PC MATCHING GIFT 180
    DEEP ROOTS KC
    PO BOX 32131
    KANSAS CITY,MO64171
      PC MATCHING GIFT 750
    DUKE UNIVERSITY
    110 WHITFORD DRIVE BOX 90542
    DURHAM,NC27708
      PC MATCHING GIFT 3,750
    EMILY A SILVERMAN MEMORIAL FOUNDATION
    8527 WORNALL RD
    KANSAS CITY,MO64114
      PC GENERAL OPERATING FOR 2020-2021 5,000
    ENGLEWOOD ARTS
    10900 E WINNER ROAD
    INDEPENDENCE,MO64052
      PC COMMUNITY THROUGH ARTS 150,000
    ENSEMBLE IBERICA
    5017 GLADSTONE BLVD
    KANSAS CITY,MO64123
      PC GENERAL OPERATING SUPPORT 5,000
    FIRST BAPTIST CHURCH OF LEE'S SUMMIT
    2 NE DOUGLAS STREET
    LEES SUMMIT,MO64063
      PC MEMORIAL GIFT 1,000
    FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE STREET SUITE 201
    KANSAS CITY,MO64112
      PC CAPACITY BUILDING SUPPORT FOR CONSULTANT THOMAS WOLF 15,000
    FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE STREET SUITE 201
    KANSAS CITY,MO64112
      PC GENERAL OPERATING SUPPORT FOR 2021-2022 SEASON 35,000
    FRIENDS OF THE 1980 MIRACLE ON ICE HOCKEY TEAM
    PO BOX 1980
    LAKE PLACID,NY12946
      PC MATCHING GIFT 900
    GREAT PLAINS SPCA
    5428 ANTIOCH DRIVE
    MERRIAM,KS66202
      PC MATCHING GIFT 1,200
    GREAT PLAINS SPCA
    5428 ANTIOCH DRIVE
    MERRIAM,KS66202
      PC MATCHING GIFT 600
    GREENWICH ACADEMY
    200 NORTH MAPLE AVENUE
    GREENWICH,CT06830
      PC MATCHING GIFT 3,750
    HAPPY BOTTOMS
    303 W 79TH STREET
    KANSAS CITY,MO64114
      PC MATCHING GIFT 500
    HAPPY TRAILS FARM ANIMAL SANCTUARY
    5623 NEW MILFORD ROAD
    RAVENNA,OH44266
      PC MATCHING GIFT 500
    HARRY S TRUMAN LIBRARY INSTITUTE
    5151 TROOST AVENUE SUITE 300
    KANSAS CITY,MO64110
      PC EVENT SUPPORT FOR 2021 WILD ABOUT HARRY DINNER 10,000
    HARRY S TRUMAN LIBRARY INSTITUTE
    5151 TROOST AVENUE SUITE 300
    KANSAS CITY,MO64110
      PC MATCHING GIFT 2,250
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING
    KANSAS CITY,MO64129
      PC MATCHING GIFT 600
    HEART OF AMERICA SHAKESPEARE FESTIVAL
    3732 MAIN STREET
    KANSAS CITY,MO64111
      PC GENERAL OPERATING SUPPORT FOR HASF'S 30TH ANNIVERSARY SEASON 55,000
    HEART OF AMERICA SHAKESPEARE FESTIVAL
    3732 MAIN STREET
    KANSAS CITY,MO64111
      PC SPONSORSHIP SUPPORT OF 2022 ROMANTIC REVELS GALA 5,000
    HEARTLAND COMMUNITY HEALTH CENTER
    1312 W 6TH STREET
    LAWRENCE,KS66044
      PC MATCHING GIFT 3,750
    HEARTLAND MEN'S CHORUS
    PO BOX 32374
    KANSAS CITY,MO64171
      PC GENERAL OPERATING SUPPORT FOR THE 2021-22 SEASON 10,000
    INTERURBAN ARTHOUSE INC
    8001 NEWTON STREET
    OVERLAND PARK,KS66204
      PC GENERAL OPERATING SUPPORT FOR 2022 7,500
    JEWEL BALL OF KANSAS CITY MISSOURI
    12948 GRANADA LANE
    LEAWOOD,MO66209
      PC EVENT SUPPORT FOR 2021 JEWEL BALL 5,000
    JEWISH COMMUNITY CENTER
    5801 W 115TH STREET
    LEAWOOD,KS66211
      PC EVENT SUPPORT FOR KCSUPERSTAR 2021 10,000
    JEWISH COMMUNITY RELATIONS BUREAUAMERICAN JEWISH COMMITTEE
    5801 WEST 115TH STREET SUITE 203
    OVERLAND PARK,KS66211
      PC EVENT SUPPORT FOR HENRY W. BLOCH HUMAN RELATIONS AWARD 2,500
    KANSAS ACADEMY OF THEATRICAL ARTS INC
    3144 WOODVIEW RIDGE DRIVE SUITE 307
    KANSAS CITY,KS66103
      PC PROGRAM SUPPORT JUNE 2021-JUNE 2022 FISCAL YEAR (FY22) 7,500
    KANSAS CITY ACTORS THEATRE
    PO BOX 414260
    KANSAS CITY,MO64141
      PC PROGRAM SUPPORT FOR KANSAS CITY ACTORS THEATRE'S 2021-2022 SEASON 10,000
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BOULEVARD
    KANSAS CITY,MO64111
      PC KCAI FUND AND ART AND DESIGN AUCTION FUNDRAISING EVENT SPONSORSHIP 50,000
    KANSAS CITY BALLET
    500 WEST PERSHING ROAD
    KANSAS CITY,MO64108
      PC GENERAL OPERATING SUPPORT FOR 2021-2022 SEASON 750,000
    KANSAS CITY BALLET
    500 WEST PERSHING ROAD
    KANSAS CITY,MO64108
      PC BALLET BENEFACTOR DINNER 2021 45,899
    KANSAS CITY BALLET
    500 WEST PERSHING ROAD
    KANSAS CITY,MO64108
      PC MOVING INTO THE FUTURE ENDOWMENT CAMPAIGN REQUEST OF $5,000,000 500,000
    KANSAS CITY BALLET
    500 WEST PERSHING ROAD
    KANSAS CITY,MO64108
      PC CHAIRMAN'S GIFT 50,000
    KANSAS CITY BALLET
    500 WEST PERSHING ROAD
    KANSAS CITY,MO64108
      PC EVENT SUPPORT FOR 2021 NUTCRACKER BALL 60,000
    KANSAS CITY BAROQUE CONSORTIUM
    10413 WALROND AVE
    KANSAS CITY,MO641371535
      PC GENERAL OPERATING SUPPORT FOR 2021 CONCERTS AND OUTREACH 2,500
    KANSAS CITY CHAMBER ORCHESTRA
    205 W 65TH ST
    KANSAS CITY,MO64113
      PC GENERAL OPERATING SUPPORT FOR THE 2021-2022 CONCERT SEASON 10,000
    KANSAS CITY CHORALE
    5601 WYANDOTTE STE 412
    KANSAS CITY,MO64113
      PC GENERAL OPERATING SUPPORT FOR 2021-2022 SEASON 35,000
    KANSAS CITY FRIENDS OF ALVIN AILEY
    1714 EAST 18TH STREET
    KANSAS CITY,MO64108
      PC KCFAA AILEYCAMP/AILEYCAMP THE GROUP 25,000
    KANSAS CITY GIRLS PREPARATORY ACADEMY
    4550 MAIN STREET 227
    KANSAS CITY,MO64111
      PC SUPPORT FOR KANSAS CITY GIRLS PREPARATORY ACADEMY 100,000
    KANSAS CITY JAZZ ORCHESTRA
    300 E 39TH ST LL1H
    KANSAS CITY,MO64111
      PC EVENT SUPPORT OF "BRIGHT STARS OF THE KANSAS CITY JAZZ ORCHESTRA" 10,000
    KANSAS CITY JAZZ ORCHESTRA
    300 E 39TH ST LL1H
    KANSAS CITY,MO64111
      PC GENERAL OPERATING SUPPORT FOR 2021-2022 SEASON 15,000
    KANSAS CITY PBS
    125 EAST 31ST STREET
    KANSAS CITY,MO64108
      PC KC PERFORMS PROJECT 20,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVE STE 106
    KANSAS CITY,MO64110
      PC EVENT SUPPORT OF VIRTUAL GALA 2021 10,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVE STE 106
    KANSAS CITY,MO64110
      PC KCREPS 2021-22 SEASON OF OPERATIONS 255,000
    KANSAS CITY SLUGGERS BASEBALL INC
    6721 WEST 121ST ST
    OVERLAND PARK,KS66209
      PC KANSAS CITY SLUGGERS 2021 SPRING/SUMMER GRANT 10,000
    KANSAS CITY STARLIGHT THEATRE
    4600 STARLIGHT RD
    KANSAS CITY,MO64132
      PC GENERAL OPERATING SUPPORT FOR FISCAL YEAR 2021 30,000
    KANSAS CITY STARLIGHT THEATRE
    4600 STARLIGHT RD
    KANSAS CITY,MO64132
      PC FREE OR LOW-COST COMMUNITY ACCESS FOR VAN GOGH ALIVE AT STARLIGHT 25,000
    KANSAS CITY SYMPHONY
    1644 WYANDOTTE STREET
    KANSAS CITY,MO64108
      PC EVENT SUPPORT FOR SYMPHONY BALL 50,000
    KANSAS CITY SYMPHONY
    1644 WYANDOTTE STREET
    KANSAS CITY,MO64108
      PC GENERAL OPERATING SUPPORT FOR THE KANSAS CITY SYMPHONY 2021/2022 SEASON 500,000
    KANSAS CITY WOMEN'S CHORUS
    3501 CAMPBELL STREET
    KANSAS CITY,MO64109
      PC GENERAL OPERATING SUPPORT FOR 2021-22 SEASON 6,000
    KANSAS CITY YOUNG AUDIENCES
    3732 MAIN STREET
    KANSAS CITY,MO64111
      PC GENERAL OPERATING SUPPORT FOR 2022-23 AND 60TH ANNIVERSARY 45,000
    KANSAS CITY YOUNG AUDIENCES
    3732 MAIN STREET
    KANSAS CITY,MO64111
      PC MEMORIAL GIFT HONORING MRS. ESTELLE SOSLAND 2,500
    KANSAS CITY ZOO
    6800 ZOO DRIVE
    KANSAS CITY,MO64132
      PC EVENT SUPPORT FOR JAZZOO 2021 5,000
    KANSAS GOLF FOUNDATION
    PO BOX 667
    OLATHE,KS66051
      PC MATCHING GIFT 1,500
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 139,883
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC GENERAL OPERATING SUPPORT FOR 2021-22 SEASON 500,000
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 139,883
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 144,546
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 153,872
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC MATCHING GIFT 3,750
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 139,883
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 149,209
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC MATCHING GIFT 3,750
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 139,883
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 135,221
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 149,209
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 144,546
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC MATCHING GIFT 3,750
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 130,558
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC SERIES 2015 BOND INTEREST 130,557
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC MATCHING GIFT 3,750
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
      PC MATCHING GIFT 750
    KC FRINGE FESTIVAL
    PO BOX 415001
    KANSAS CITY,MO641415001
      PC GENERAL OPERATING SUPPORT FOR 2021 12,500
    KC MOLIERE 400 IN 2022
    PO BOX 22815
    KANSAS CITY,MO641131628
      PC EVENT SUPPORT FOR A SERIES OF EVENTS 7,500
    KCUR
    4825 TROOST SUITE 202
    KANSAS CITY,MO641102499
      PC SUPPORT FOR 2021 ARTS REPORTING 25,000
    KEMPER MUSEUM OF CONTEMPORARY ART
    4420 WARWICK BOUELVARD
    KANSAS CITY,MO64111
      PC GENERAL OPERATING SUPPORT FOR 2021-2022 30,000
    LIFE UNLIMITED
    3100 BROADWAY SUITE 330
    KANSAS CITY,MO64111
      PC EVENT SUPPORT FOR HATS OFF TO MOTHERS 5,000
    LYRIC OPERA OF KANSAS CITY
    1725 HOLMES STREET
    KANSAS CITY,MO64108
      PC 2022 LYRIC BALL 75,000
    LYRIC OPERA OF KANSAS CITY
    1725 HOLMES STREET
    KANSAS CITY,MO64108
      PC GENERAL OPERATING SUPPORT FOR THE 2021-22 SEASON 550,000
    LYRIC OPERA OF KANSAS CITY
    1725 HOLMES STREET
    KANSAS CITY,MO64108
      PC EVENT SUPPORT FOR OPERA IN THE VINEYARD 2,500
    LYRIC OPERA OF KANSAS CITY
    1725 HOLMES STREET
    KANSAS CITY,MO64108
      PC OUR NEXT ACT CAMPAIGN OF $3,000,000 500,000
    MATTIE RHODES CENTER
    148 N TOPPING AVENUE
    KANSAS CITY,MO64131
      PC GENERAL OPERATING SUPPORT FOR 2021 10,000
    MATTIE RHODES CENTER
    148 N TOPPING AVENUE
    KANSAS CITY,MO64131
      PC MATTIE RHODES CULTURAL CENTER 75,000
    MEDICAL MISSIONS FOUNDATION
    8363 MELROSE DRIVE
    LENEXA,KS66214
      PC EVENT SUPPORT FOR ANNUAL JEFF MONTGOMERY GOLF CLASSIC 2,200
    MESNER PUPPET THEATER
    300 E 39TH AVE SUITE LL2D
    KANSAS CITY,MO64111
      PC GENERAL OPERATING AND CAPACITY BUILDING 25,000
    METROPOLITAN ENSEMBLE THEATRE
    3927 MAIN STREET
    KANSAS CITY,MO64111
      PC GENERAL OPERATING SUPPORT FOR THE 2021-22 SEASON 25,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028
      PC 2021 MEMBERSHIP RENEWAL 5,000
    MID-AMERICA ARTS ALLIANCE
    2018 BALTIMORE AVENUE
    KANSAS CITY,MO64108
      PC KANSAS CITY ARTS AND CULTURE PROGRAMMING 10,000
    MID-AMERICA ARTS ALLIANCE
    2018 BALTIMORE AVENUE
    KANSAS CITY,MO64108
      PC KANSAS CITY ARTS AND CULTURE PROGRAMMING 10,000
    M'SHOOGY'S ANIMAL RESCUE
    11519 STATE ROUTE C
    SAVANNAH,MO64485
      PC MATCHING GIFT 2,000
    MUSEUM OF THE CITY OF NEW YORK
    1220 FIFTH AVENUE
    NEW YORK,NY10029
      PC MEMBERSHIP RENEWAL - ALEXANDER HAMILTON CIRCLE 10,000
    MUSEUM OF THE CITY OF NEW YORK
    1220 FIFTH AVENUE
    NEW YORK,NY10029
      PC EVENT SUPPORT 2021 SPRING GALA 25,000
    MUSIC THEATER HERITAGE INC
    2450 GRAND SUITE 301
    KANSAS CITY,MO64108
      PC GENERAL OPERATING SUPPORT FOR 2021 20,000
    NATIONAL ASSOCIATION FOR MENTAL ILLNESS
    PO BOX 49104
    BALTIMORE,MD21297
      PC MEMORIAL GIFT HONORING BENJAMIN ARI SANDLER 5,000
    NATIONAL WORLD WAR I MUSEUM AND MEMORIAL
    2 MEMORIAL DRIVE
    KANSAS CITY,MO64108
      PC EVENT SUPPORT FOR THE NIGHT AT THE TOWER 5,000
    NEPHCURE KIDNEY INTERNATIONAL
    150 S WARNER ROAD SUITE 402
    KING OF PRUSSIA,PA19406
      PC MATCHING GIFT 300
    NONPROFIT CONNECT
    125 E 31ST STREET SUITE 100
    KANSAS CITY,MO64108
      PC EVENT SUPPORT FOR ANNUAL AWARDS LUNCHEON 10,000
    NORTHEAST COMMUNITY CENTER
    544 WABASH AVE
    KANSAS CITY,MO64124
      PC HARMONY PROJECT KC 15,000
    OWENCOX DANCE GROUP
    4220 MERCIER
    KANSAS CITY,MO64111
      PC 2021-2022 PERFORMANCE SEASON AND EDUCATIONAL PROGRAMS 15,000
    PAC HOLDING INC
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64110
      PC GENERAL OPERATING GRANT 110,000
    PAC HOLDING INC
    4801 ROCKHILL ROAD
    KANSAS CITY,MO64110
      PC GENERAL OPERATING GRANT 5,000
    PARK UNIVERSITY
    8700 NY RIVER PARK DRIVE
    PARKVILLE,MO64152
      PC GENERAL OPERATING SUPPORT FOR PARK UNIVERSITY'S ICM 10,000
    POWELL GARDENS INC
    1609 NW US HIGHWAY 50
    KINGSVILLE,MO64061
      PC EVENT SUPPORT FOR UNDER A HARVEST MOON 3,600
    QUIXOTIC PERFORMANCE FUSION
    1616 BROADWAY
    KANSAS CITY,MO64108
      PC GENERAL OPERATING SUPPORT FOR 2021 3,000
    ROSE BROOKS CENTER
    PO BOX 320599
    KANSAS CITY,MO64132
      PC EVENT SUPPORT FOR CABARET 5,000
    SAVE A MOM PREGNANT DOG RESCUE INC
    1271 DOWNING STREET SW
    EAST SPARTA,OH44626
      PC MATCHING GIFT 500
    SECOND PRESBYTERIAN CHURCH
    318 EAST 55TH STREET
    KANSAS CITY,MO64113
      PC MEMORIAL GIFT 1,000
    SHEP'S PLACE SENIOR DOG SANCTUARY
    17012 E TRUMAN ROAD
    INDEPENDENCE,MO64056
      PC MATCHING GIFT 600
    SPINNING TREE THEATRE
    PO BOX 8647
    KANSAS CITY,MO64114
      PC GENERAL OPERATING SUPPORT FOR 2021-22 SEASON 7,500
    SPIRE CHAMBER ENSEMBLE
    9101 N AMBASSADOR DR 1104
    KANSAS CITY,MO641547279
      PC GENERAL OPERATING SUPPORT + SPECIAL CAPACITY BUILDING GRANT 10,000
    SPIRE CHAMBER ENSEMBLE
    9101 N AMBASSADOR DR 1104
    KANSAS CITY,MO641547279
      PC GENERAL OPERATING SUPPORT + SPECIAL CAPACITY BUILDING GRANT 7,500
    ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
      PC MATCHING GIFT 90
    ST LUKE'S MID AMERICA HEART INSTITUTEMURIEL I KAUFFMAN WOMEN'S HEART CENT
    901 E 104TH STREET
    KANSAS CITY,MO64131
      PC SAINT LUKES MURIEL I. KAUFFMAN WOMENS HEART CENTER 100,000
    ST PATRICK CATHOLIC CHURCH
    1086 NORTH 94TH STREET
    KANSAS CITY,KS661121514
      PC MATCHING GIFT 750
    STONELION PUPPET THEATRE STUDIOS
    2400 EAST TRUMAN ROAD
    KANSAS CITY,MO64127
      PC PUPPETS A GLOW GO II 5,000
    SYMPHONY IN THE FLINT HILLS INC
    331 BROADWAY PO BOX 370
    COTTONWOOD,KS66845
      PC EVENT SUPPORT FOR SYMPHONY IN THE FLINT HILLS 7,500
    THE ARTS ASYLUM
    824 E MEYER
    KANSAS CITY,MO64131
      PC GENERAL OPERATING SUPPORT FOR 2021 COVID MITIGATION AND RELAUNCH 5,000
    THE ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY
    20 EAST GREGORY VOULEVARD
    KANSAS CITY,MO64114
      PC GENERAL OPERATING, REVIEWS AND ADS 10,000
    THE ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY
    20 EAST GREGORY VOULEVARD
    KANSAS CITY,MO64114
      PC GENERAL OPERATING, REVIEWS AND ADS 35,000
    THE CULTURE HOUSE INC
    14808 W 117TH ST
    OLATHE,KS66062
      PC GENERAL OPERATING 15,000
    THE FIRST TEE OF GREATER KANSAS CITY
    7501 BLUE RIVER ROAD
    KANSAS CITY,MO64132
      PC MATCHING GIFT 3,750
    THE NATIONAL MUSEUM OF TOYS AND MINIATURES
    5235 OAK STREET
    KANSAS CITY,MO64112
      PC CAMPAIGN OF NATIONAL EXCELLENCE AND COMMUNITY IMPACT 100,000
    THE NATIVE SONS & DAUGHTERS OF GREATER KANSAS CITY
    PO BOX 25513
    KANSAS CITY,MO641195513
      PC 2021 KANSAS CITIAN AWARD 5,000
    THE NELSON-ATKINS MUSEUM OF ART
    4525 OAK STREET
    KANSAS CITY,MO64111
      PC MATCHING GIFT 1,050
    THE NELSON-ATKINS MUSEUM OF ART
    4525 OAK STREET
    KANSAS CITY,MO64111
      PC GENERAL OPERATING SUPPORT FOR FISCAL YEAR 2022 150,000
    THE NELSON-ATKINS MUSEUM OF ART
    4525 OAK STREET
    KANSAS CITY,MO64111
      PC MATCHING GIFT 938
    THE NELSON-ATKINS MUSEUM OF ART
    4525 OAK STREET
    KANSAS CITY,MO64111
      PC GENERAL OPERATING SUPPORT FOR 2021 125,000
    THE NEW YORK BOTANICAL GARDEN
    2900 SOUTHERN BOULEVARD
    BRONX,NY104585126
      PC EVENT SUPPORT FOR FALL GARDEN PARTY 50,000
    THE NEW YORK BOTANICAL GARDEN
    2900 SOUTHERN BOULEVARD
    BRONX,NY104585126
      PC EVENT SUPPORT FOR SPRING GALA 50,000
    THE SOUL OF SANTA DO GOOD FOUNDATION
    PO BOX 27105
    OVERLAND PARK,KS66225
      PC CHRISTMAS IN COLOR 365 SPONSOR 10,000
    THEATRE FOR YOUNG AMERICA
    30 W PERSHING ROAD 800
    KANSAS CITY,MO64108
      PC GENERAL OPERATING SUPPORT - SEASON 2021-2022 5,000
    UF HEALTH SHANDS (UF FOUNDATION)
    PO BOX 100386
    GAINESVILLE,FL32610
      PC MATCHING GIFT 3,000
    UF HEALTH SHANDS (UF FOUNDATION)
    PO BOX 100386
    GAINESVILLE,FL32610
      PC MATCHING GIFT 7,500
    UMKC CONSERVATORY OF MUSIC AND DANCE
    4949 CHERRY ST RM 413
    KANSAS CITY,MO64110
      PC EVENT SUPPORT OF CRESCENDO 2021 62,500
    UMKC CONSERVATORY OF MUSIC AND DANCE
    4949 CHERRY ST RM 413
    KANSAS CITY,MO64110
      PC PROGRAMMING SUPPORT FOR 2021-22 SEASON AND ACADEMIC YEAR 100,000
    UNICORN THEATRE
    3828 MAIN STREET
    KANSAS CITY,MO64111
      PC GENERAL OPERATING SUPPORT FOR 2020-21 SEASON 40,000
    UNION STATION KANSAS CITY INC
    30 WEST PERSHING ROAD SUITE 400
    KANSAS CITY,MO64108
      PC EVENT SUPPORT OF AUSCHWITZ: NOT LONG AGO. NOT FAR AWAY. EXHIBITION 10,000
    WAYSIDE WAIFS HUMANE SOCIETY
    3901 MARTHA TRUMAN ROAD
    KANSAS CITY,MO64137
      PC MATCHING GIFT 3,750
    WAYSIDE WAIFS HUMANE SOCIETY
    3901 MARTHA TRUMAN ROAD
    KANSAS CITY,MO64137
      PC EVENT SUPPORT FOR FUR BALL 10,000
    WESTPORT CENTER FOR THE ARTS INC
    201 WESTPORT ROAD
    KANSAS CITY,MO64111
      PC WESTPORT CENTER FOR THE ARTS 2021-22 PROGRAMS 2,500
    WILLIAM BAKER CHORAL FOUNDATION
    5450 BUENA VISTA SUITE 100
    ROELAND PARK,KS66205
      PC GENERAL OPERATING SUPPORT 4,000
    WILLIAM JEWELL COLLEGE HARRIMAN-JEWELL SERIES
    500 COLLEGE HILL CAMPUS BOX 1015
    LIBERTY,MO64068
      PC GENERAL OPERATING SUPPORT FOR THE 2021-22 SEASON 210,000
    WILLIAM JEWELL COLLEGE HARRIMAN-JEWELL SERIES
    500 COLLEGE HILL CAMPUS BOX 1015
    LIBERTY,MO64068
      PC EVENT SUPPORT FOR PRELUDE SEASON 57 BENEFIT 25,000
    WORNALLMAJORS HOUSE MUSEUMS
    6115 WORNALL ROAD
    KANSAS CITY,MO64113
      PC EVENT SUPPORT FOR BOOTS & PEARLS 5,000
    YOUTH CHORUS OF KANSAS CITY
    4255 JEFFERSON ST 325
    KANSAS CITY,MO64111
      PC YOUTH CHORUS OF KANSAS CITY 2021-22 SEASON 5,000
    YOUTH SYMPHONY OF KANSAS CITY
    1111 W 39TH STREET SUITE A128
    KANSAS CITY,MO64111
      PC ALL TOGETHER NOW: YSKC'S ORCHESTRAL EDUCATION PROGRAM, TUITION ASSISTANCE & YOUTH MUSIC FEST 22! 25,000
    Total .................................bullet 3a 8,585,782
    bApproved for future payment
    KANSAS CITY BALLET
    500 WEST PERSHING ROAD
    KANSAS CITY,MO64108
      PC ENDOWMENT CAMPAIGN 500,000
    LYRIC OPERA OF KANSAS CITY
    1725 HOLMES STREET
    KANSAS CITY,MO64108
      PC ENDOWMENT CAMPAIGN 500,000
    MESNER PUPPET THEATER
    300 E 39TH AVE SUITE LL2D
    KANSAS CITY,MO64111
      PC GENERAL OPERATING AND CAPACITY BUILDING 10,000
    WILLIAM JEWELL COLLEGE HARRIMAN-JEWELL SERIES
    500 COLLEGE HILL CAMPUS BOX 1015
    LIBERTY,MO64068
      PC GENERAL OPERATING SUPPORT FOR THE 2022-23 SEASON 210,000
    Total .................................bullet 3b 1,220,000
    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 ...........
             
    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 32,079,681  
    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 35,595,373 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    35,595,373
    (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)
    Yes
     
    (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
    1a(1) 110,000 PAC DEVELOPMENT INC CASH FOR GENERAL OPERATIONS
    1a(1) 115,000 PAC HOLDING INC CASH FOR GENERAL OPERATIONS
    1a(1) 35,200 BLOCK 4 AQUISITION CASH FOR GENERAL OPERATIONS
    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
    PAC DEVELOPMENT INC 501(C)(2) MMKF IS CONTROLLING ENTITY
    PAC HOLDING INC 501(C)(2) MMKF IS CONTROLLING ENTITY
    BLOCK IV ACQUISITION 501(C)(2) MMKF IS CONTROLLING ENTITY
    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:
    MURIEL MCBRIEN KAUFFMAN FAMILY
     
    FOUNDATION
    EIN:
    43-1460787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JMW & ASSOCIATES 8,750 4,375 0 4,375
    KELLER & OWENS 17,350 8,675 0 8,675

    TY 2021 InvestmentsOtherSchedule2
    Name:
    MURIEL MCBRIEN KAUFFMAN FAMILY
     
    FOUNDATION
    EIN:
    43-1460787
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VANGUARD ST INVESTMENT GRADE FUND AT COST 17,419,989 17,190,012
    OAKMARK GLOBAL FUND AT COST 14,763,022 19,875,176
    ROCKEFELLER AT COST 12,996,937 17,350,180
    WELLS CAPITAL MANAGEMENT AT COST 2,745 2,745
    FIRST EAGLE GLOBAL FUND AT COST 12,771,640 16,113,788
    VANGUARD MATERIALS INDEX FUND AT COST 2,108,544 5,511,383
    SPROTT GOLD FUND AT COST 6,480,789 5,538,882
    WELLS SELECT EQUITY AT COST 10,689,888 14,335,704
    FIRST EAGLE GLOBAL FUND - DEFEASANCE ACCOUNT AT COST 7,547,688 8,825,900
    FIDELITY FLOATING RATE HIGH INC. FUND AT COST 17,129,500 17,420,856
    VANGUARD RUSSELL 1000 GROWTH INDEX FUND AT COST 6,385,291 22,294,470
    WASATCH EMERGING MARKETS SELECT FUND AT COST 7,942,617 18,119,303
    VANGUARD SHORT TERM INV GR FUND - DEFEASANCE AT COST 16,350,593 16,288,204
    FIDELITY FLOATING RATE HIGH INC FUND - DEFEASANCE AT COST 16,506,137 16,479,162
    GREAT POINT DEVELOPERS AT COST 0 29,294
    COMMONFUND VENTURE PARTNERS VI AT COST 0 234,532
    ENCAP ENERGY FUND AT COST 0 10,774
    TIFF PARTNERS, III AT COST 0 32,434
    TIFF DIVERSIFYING STRATEGIES FUND AT COST 0 13,553,648
    KAYNE ANDERSON ENERGY IV FUND AT COST 0 126,821
    COMMONFUND X AT COST 0 8,403,799
    COMMONFUND XII AT COST 3,071,408 6,679,894
    COMMONFUND XIII AT COST 1,795,790 3,353,663
    COMMONFUND XIV AT COST 60,000 60,000
    TIFF REAL ESTATE PARTNERS II AT COST 411,983 246,638
    TIFF PARTNERS V-US AT COST 0 198,868
    TIFF PARTNERS V - INT'L AT COST 0 32,715
    VENROCK ASSOCIATES III L.P. AT COST 1,308,237 38,383
    VENROCK ASSOCIATES IV, L.P. AT COST 0 878,919
    VENROCK ASSOCIATES V L.P. AT COST 0 3,257,716
    VENROCK ASSOCIATES VII L.P. AT COST 2,293,404 15,599,528
    VENROCK ASSOCIATES VIII L.P. AT COST 2,920,000 9,951,539
    VENROCK ASSOCIATES IX L.P. AT COST 680,000 661,004
    VENROCK HEALTHCARE PARTNERS, LP AT COST 0 32,300
    VENROCK HEALTHCARE PARTNERS II, LP AT COST 0 2,374,536
    VENROCK HEALTHCARE PARTNERS III, LP AT COST 1,068,749 5,557,690
    VENROCK HEALTHCARE EG, LP AT COST 2,250,000 2,574,525
    VENROCK OPPORTUNITIES FUND AT COST 645,000 664,657
    MIT PRIVATE EQUITY FUND IV, LP AT COST 0 289,242
    SIGULER GUFF OPPORTUNITY FUND III, LP AT COST 0 881,782
    CORNUCOPIA ARTS, LP AT COST 1,250,000 729,833
    LOAN TO CORNUCOPIA ARTS, LP AT COST 250,000 0
    AP ENERGY FUND LP AT COST 10,000,000 10,782,171
    LOAN TO CID AT COST 2,520,091 0
    INVENIRE CAPITAL AT COST 10,000,000 17,329,290
    OAKTREE SPECIAL SITUATIONS FUND II, LP AT COST 2,825,170 7,285,111
    OAKTREE OPPORTUNITIES FUND XI, LP AT COST 1,492,690 1,816,303
    CENTRALIS PARTNERS, LP AT COST 6,000,000 7,766,363
    ARES CLO FUND III AT COST 5,398,593 6,061,749
    GUILFORD CREDIT CAPITAL AT COST 9,965,218 10,219,203
    ARES PBN AT COST 10,000,000 9,187,163

    TY 2021 LegalFeesSchedule
    Name:
    MURIEL MCBRIEN KAUFFMAN FAMILY
     
    FOUNDATION
    EIN:
    43-1460787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LATHROP GPM 13,333 0 0 13,333


    TY 2021 OtherAssetsSchedule
    Name:
    MURIEL MCBRIEN KAUFFMAN FAMILY
     
    FOUNDATION
    EIN:
    43-1460787
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT IN PAC HOLDING, INC 13,051,274 13,051,274 13,051,274
    INVESTMENT IN PAC DEVELOPMENT 8,170,638 14,559,144 13,614,657
    BLOCK 4 ACQUISITIONS 6,243,306 0 0


    TY 2021 OtherExpensesSchedule
    Name:
    MURIEL MCBRIEN KAUFFMAN FAMILY
     
    FOUNDATION
    EIN:
    43-1460787
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSES 129,117 2,601,887 0 114,650


    TY 2021 OtherIncomeSchedule2
    Name:
    MURIEL MCBRIEN KAUFFMAN FAMILY
     
    FOUNDATION
    EIN:
    43-1460787
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 2,793 1,735,506 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MURIEL MCBRIEN KAUFFMAN FAMILY
     
    FOUNDATION
    EIN:
    43-1460787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 796,767 634,978 0 161,789


    TY 2021 TaxesSchedule
    Name:
    MURIEL MCBRIEN KAUFFMAN FAMILY
     
    FOUNDATION
    EIN:
    43-1460787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 555,505 13,445 0 0