Form990-PF
Click to see attachment
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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 FRANCIS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)800 W 47TH STREET 717
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO641121249
A Employer identification number

43-1492132
B Telephone number (see instructions)

(816) 531-0077
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$130,480,377
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 20,195 20,195  
4 Dividends and interest from securities... 1,855,083 1,855,083  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,329,791
b Gross sales price for all assets on line 6a 26,232,987
7 Capital gain net income (from Part IV, line 2)... 7,329,791
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)....... 4,997 0  
12 Total. Add lines 1 through 11........ 9,210,066 9,205,069  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 167,848 17,285   150,563
15 Pension plans, employee benefits....... 44,144 4,127   40,017
16a Legal fees (attach schedule)......... 8,656 0   8,656
b Accounting fees (attach schedule)....... 43,992 10,998   32,994
c Other professional fees (attach schedule).... 20,842 0   20,842
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 269,961 49,195   220,766
19 Depreciation (attach schedule) and depletion... 14,098 14,098  
20 Occupancy.............. 62,444 0   62,444
21 Travel, conferences, and meetings....... 13,993 0   13,993
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 354,913 208,456   146,457
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,000,891 304,159   696,732
25 Contributions, gifts, grants paid....... 4,929,623 4,929,623
26 Total expenses and disbursements. Add lines 24 and 25 5,930,514 304,159   5,626,355
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,279,552
b Net investment income (if negative, enter -0-) 8,900,910
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............. 3,406,546 712,114 712,114
2 Savings and temporary cash investments......... 1,344,181 6,398,589 6,398,589
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)....... 40,146,651 Click to see attachment37,179,941 58,686,280
c Investments—corporate bonds (attach schedule)....... 702,301 Click to see attachment702,301 225,572
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 46,838,190 Click to see attachment50,860,898 64,457,822
14 Land, buildings, and equipment: basis bullet174,226
Less: accumulated depreciation (attach schedule) bullet174,226 14,098 0 0
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 92,451,967 95,853,843 130,480,377
Liabilities 17 Accounts payable and accrued expenses.......... 468 468
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) Click to see attachment17,175 Click to see attachment139,499
23 Total liabilities (add lines 17 through 22)......... 17,643 139,967
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 92,434,324 95,713,876
29 Total net assets or fund balances (see instructions)..... 92,434,324 95,713,876
30 Total liabilities and net assets/fund balances (see instructions). 92,451,967 95,853,843
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
92,434,324
2
Enter amount from Part I, line 27a .....................
2
3,279,552
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
95,713,876
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
95,713,876
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 SALE OF INVESTMENTS - VARIOUS P    
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 26,232,987   18,903,196 7,329,791
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       7,329,791
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 7,329,791
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........................... 3 123,723
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- ..... 5 123,723
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 110,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 101,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 211,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 719
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 86,558
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet86,558 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.FRANCISFOUNDATION.ORG
    14
    The books are in care ofbulletLIANA RIESINGER Telephone no.bullet (816) 531-0077

    Located atbullet800 W 47TH STREET SUITE 717KANSAS CITYMO ZIP+4bullet641121249
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MS ANN F BARHOUM BOARD MEMBER
    1.00
    0 0 0
    800 W 47TH STREET
    KANSAS CITY,MO64112
    MR DAVID V FRANCIS BOARD MEMBER / CHAIR
    1.00
    0 0 0
    800 W 47TH STREET
    KANSAS CITY,MO64112
    MR J SCOTT FRANCIS BOARD MEMBER / VICE-CHAIR
    1.00
    0 0 0
    800 W 47TH STREET
    KANSAS CITY,MO64112
    MS MARY LOU JARAMILLO BOARD MEMBER
    1.00
    0 0 0
    800 W 47TH STREET
    KANSAS CITY,MO64112
    MR DAVID OLIVER BOARD MEMBER
    1.00
    0 0 0
    800 W 47TH STREET
    KANSAS CITY,MO64112
    MS SUSAN STANTON BOARD MEMBER/ SECRETARY
    1.00
    0 0 0
    800 W 47TH STREET
    KANSAS CITY,MO64112
    MS DEBBIE BALLARD BOARD MEMBER
    1.00
    0 0 0
    800 W 47TH STREET
    KANSAS CITY,MO64112
    MR J MICHAEL SIGLER BOARD MEMBER/ TREASURER
    1.00
    0 0 0
    800 W 47TH STREET
    KANSAS CITY,MO64112
    MR JEANPAUL WONG BOARD MEMBER
    1.00
    0 0 0
    800 W 47TH STREET
    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
    LIANA RIESINGER ADMINISTRATOR/PROGRA
    32.00
    115,234 11,062 0
    800 WEST 47TH STREET
    KANSAS CITY,MO64112
    SHARI HOCKENBERRY PROGRAM SPECIALIST
    32.00
    60,219 4,307 0
    800 WEST 47TH STREET
    KANSAS CITY,MO64112
    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
    MERCER INVESTMENTS INVESTMENT ADVISOR 106,983
    PO BOX 730182
    DALLAS,TX75373
    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
    118,711,948
    b
    Average of monthly cash balances.......................
    1b
    5,338,848
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,049
    d
    Total (add lines 1a, b, and c).........................
    1d
    124,057,845
    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
    124,057,845
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,860,868
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    122,196,977
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    6,109,849
    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
    6,109,849
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    123,723
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    123,723
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,986,126
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,986,126
    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
    5,986,126
    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 5,986,126
    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...... 1,197,277
    b From 2017...... 1,227,747
    c From 2018...... 1,082,538
    d From 2019......  
    e From 2020...... 822,753
    f Total of lines 3a through e ........ 4,330,315
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,626,355
    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..... 5,626,355
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 359,771 359,771
    (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 3,970,544
    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) ...
    837,506
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    3,133,038
    10 Analysis of line 9:
    a Excess from 2017.... 1,227,747
    b Excess from 2018.... 1,082,538
    c Excess from 2019....  
    d Excess from 2020.... 822,753
    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:
    POLLY PARSONS MD
    111 COLCHESTER AVE FL 5
    BURLINGTON,VT05401
    (802) 847-2550
    POLLY.PARSONS@UVMHEALTH.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    ALL FELLOWSHIP APPLICATIONS MUST BE MADE BY MEANS OF A LINK PROVIDED AT WWW.FRANCISFELLOWSHIPS.ORG: A.) GENERAL DESCRIPTION OF THE CURRENT RESEARCH ACTIVITIES IN THE PULMONARY UNIT; B.) SUMMARY OF PAST TRAINING RECORD OF THE UNIT; C.) BIOGRAPHICAL SKETCH OF THE CANDIDATE FELLOW; D.) AN OUTLINE OF THE RESEARCH PROJECT TO BE UNDERTAKEN; E.) ENDORSEMENT OF THE APPLICATION BY THE APPROPRIATE DEPARTMENT HEAD AND BY AN AUTHORIZED OFFICIAL OF THE INSTITUTION AGREEING TO ADMINISTER THE GRANT.
    cAny submission deadlines:
    INQUIRE WITH CONTACT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FRANCIS FAMILY FOUNDATION AWARDS FELLOWSHIPS IN THE FIELD OF PULMONARY MEDICINE. THE DIRECTOR OF ANY PULMONARY TRAINING PROGRAM MAY APPLY ON BEHALF OF THE FELLOW. AWARDS ARE LIMITED TO INSTITUTIONS LOCATED IN THE UNITED STATES AND CANADA AND A DEPARTMENT MAY SUBMIT NO MORE THAN TWO APPLICATIONS ANNUALLY.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FRANCIS FAMILY FOUNDATION
    800 W 47TH STREET SUITE 717
    KANSAS CITY,MO64112
    (816) 531-0077
    INFO@FRANCISFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    ALL GRANT APPLICATIONS MUST BE MADE VIA A LINK SENT TO THE APPLICANT, THROUGH THE ORGANIZATION'S WEBSITE AT WWW.FRANCISFOUNDATION.ORG.
    cAny submission deadlines:
    INQUIRE WITH CONTACT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FRANCIS FAMILY FOUNDATION ALSO MAKES GRANTS FOR OTHER CHARITABLE PURPOSES WITHIN A 60-MILE RADIUS OF KANSAS CITY.
    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
    ALBRECHT-KEMPER MUSEUM OF ART
    2818 FREDERICK AVENUE
    SAINT JOSEPH,MO64506
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 10,000
    5 STAR JAZZ BAND
    2018 GENTRY STREET
    NORTH KANSAS CITY,MO64116
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 8,500
    ALLEGRO COMMUNITY CHILDREN'S CHOIR
    228 OAK STREET
    BONNER SPRINGS,KS66012
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 4,000
    ART AS MENTORSHIP
    148 N TOPPING AVENUE
    KANSAS CITY,MO64123
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 8,500
    ARTS ASYLUM
    1000 E 9TH STREET
    KANSAS CITY,MO64106
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 3,500
    ARTS COUNCIL OF JOHNSON COUNTY
    8788 METCALF SUITE 2500
    OVERLAND PARK,KS66212
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 4,000
    ARTS IN PRISON
    PO BOX 23502
    OVERLAND PARK,KS66283
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 3,650
    ARTS TECH
    1522 HOLMES STREET
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY GRANT - EMERGENCY FUNDING FOR COVID-19 CRISIS LARGE ARTS 20,000
    ARTSKC - REGIONAL ARTS COUNCIL
    106 SOUTHWEST BLVD
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY GRANT - EMERGENCY FUNDING DURING COVID-19 CRISIS LARGE ARTS GRANT 75,000
    BAND OF ANGELS CORP
    11890 W 135TH STREET
    OVERLAND PARK,KS66221
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 8,500
    BLACK REPERTORY THEATRE OF KANSAS CITY
    2300 INDEPENDENCE AVE 304
    KANSAS CITY,MO64124
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 10,000
    CHARLOTTE STREET FOUNDATION
    PO BOX 10263
    KANSAS CITY,MO64171
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 40,000
    CITY IN MOTION DANCE THEATER INC
    300 E 39TH STREET LL1E
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 2,500
    COTERIE THEATRE
    2450 GRAND BLVD
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 25,000
    FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE STE 201
    KANSAS CITY,MO64112
      OTHER PUBLIC CHARITY GRANT - ANNUAL SUPPORT 15,000
    GEM THEATER CULTURAL AND PERFORMING ARTS CENTER INC
    P O BOX 270392
    KANSAS CITY,MO64127
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 4,500
    GUILDIT
    31 W 31ST STREET
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 7,500
    HARRIMAN-JEWELL SERIES AT WILLIAM JEWELL COLLEGE
    500 COLLEGE HILL CAMPUS BOX 1015
    LIBERTY,MO64068
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 15,000
    HARVARD COLLEGE (TERMINATED)
    HARVARD SCHOOL OF PUBLIC HEALTH
    SPONSORED PROGRAMS ADMINISTRATION 6
    BOSTON,MA021156021
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT - DESIGNATED BY MEREDITH BROOKS 37,500
    HEART OF AMERICA SHAKESPEARE FESTIVAL
    3727 MAIN STREET
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 15,000
    HEARTLAND MEN'S CHORUS
    PO BOX 32374
    KANSAS CITY,MO64171
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 15,000
    INTERURBAN ARTHOUSE
    8001 NEWTON ST
    OVERLAND PARK,KS66204
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 8,500
    JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION
    12345 COLLEGE BLVD
    OVERLAND PARK,KS66210
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 15,000
    KANSAS ACADEMY OF THEATRICAL ARTS INC
    3144 WOODVIEW RIDGE DR 307
    KANSAS CITY,KS66103
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 8,500
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BLVD
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 30,000
    KANSAS CITY ARTISTS COALITION
    3200 GILLHAM ROAD
    KANSAS CITY,MO64109
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 8,500
    KANSAS CITY BALLET
    500 WEST PERSHING ROAD
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 30,000
    KANSAS CITY CHAMBER ORCHESTRA
    205 WEST 65TH ST
    KANSAS CITY,MO641131704
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 3,000
    KANSAS CITY FRIENDS OF ALVIN AILEY
    1714 E 18TH STREET
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 30,000
    KANSAS CITY PBS - PUBLIC TELEVISION 19 INC
    125 EAST 31ST STREET
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY GRANT - KANSAS CITY PBS SHOWCASING ARTS & CULTURE FOR KANSAS CITY 50,000
    KANSAS CITY REPERTORY THEATRE
    4825 TROOST AVE STE 106
    KANSAS CITY,MO64110
      OTHER PUBLIC CHARITY GRANT - EMERGENCY FUNDS DURING COVID-19 CRISIS LARGE ARTS 25,000
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE ST STE 200
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY GRANT - 2020/21 YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS 30,000
    KANSAS CITY WOMEN'S CHORUS
    3501 CAMPBELL STREET
    KANSAS CITY,MO64109
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 5,000
    KANSAS CITY YOUNG AUDIENCES INC
    3732 MAIN STREET
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY GRANT - EMERGENCY FUNDING DURING COVID-19 CRISIS LARGE ARTS GRANT 60,000
    KEMPER MUSEUM OF CONTEMPORARY ART
    4420 WARWICK BLVD
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 15,000
    LITERACY KANSAS CITY
    3036 TROOST AVENUE
    KANSAS CITY,MO64109
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - WRITER'S FOR READERS 6,000
    LYRIC OPERA OF KANSAS CITY
    1725 HOLMES STREET
    KANSAS CITY,MO64114
      OTHER PUBLIC CHARITY GRANT - EMERGENCY FUNDING FOR COVID-19 CRISIS. LARGE ARTS 25,000
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT STREET COX 201
    BOSTON,MA02114
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 75,000
    MATTIE RHODES CENTER
    148 N TOPPING AVE
    KANSAS CITY,MO64123
      OTHER PUBLIC CHARITY GRANT - EMERGENCY FUNDING DURING COVID-19 35,000
    MESNER PUPPET THEATER
    300 E 39TH ST SUITE LL2D
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY GRANT - EMERGENCY FUNDING DURING COVID-19 CRISIS. 15,000
    METROPOLITAN ENSEMBLE THEATRE
    3927 MAIN ST
    KANSAS CITY,MO641111916
      OTHER PUBLIC CHARITY GRANT - EMERGENCY FUNDING DURING COVID-19 CRISIS 20,000
    MID-AMERICA ARTS ALLIANCE
    2018 BALTIMORE AVE
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY GRANT - KANSAS CITY ART AND CULTURE ACTIVITIES 10,000
    MISSOURI ALLIANCE FOR ARTS EDUCATION
    2208 CLOUDS PEAK CT
    MARYLAND HEIGHTS,MO63043
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 40,000
    NATIONAL WWI MUSEUM AND MEMORIAL
    2 MEMORIAL DRIVE
    KANSAS CITY,MO641084603
      OTHER PUBLIC CHARITY GRANT - LMA ARTS PROGRAMS AND EXHIBITIONS 20,000
    NELSON-ATKINS MUSEUM OF ART
    4525 OAK STREET
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY GRANT - SCHOOL AND EDUCATOR PROGRAMS 75,000
    PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER
    PO BOX 26505
    KANSAS CITY,MO64196
      OTHER PUBLIC CHARITY GRANT - EMERGENCY FUNDING DURING COVID-19 CRISIS LARGE ARTS 15,000
    RIGHTFULLY SEWN
    1800 WYANDOTTE ST SUITE 204
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - SEAMSTRESS TRAINING PROGRAM 5,000
    SPENCER MUSEUM OF ART
    1301 MISSISSIPPI ST
    LAWRENCE,KS66045
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 15,000
    SPINNING TREE THEATRE
    PO BOX 8647
    KANSAS CITY,MO64114
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 10,000
    SPIRE CHAMBER ENSEMBLE
    7819 N BIRCH LN
    KANSAS CITY,MO64151
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 3,500
    STANFORD UNIVERSITY
    PO BOX 44253
    SAN FRANCISCO,CA941444253
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 75,000
    STORLING DANCE THEATER
    14808 W 117TH STREET
    OLATHE,KS66062
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 3,500
    THE KANSAS ALLIANCE FOR THE ARTS IN EDUCATION
    C/O S GONSHER 9908 HARDY DR
    OVERLAND PARK,KS662123483
      OTHER PUBLIC CHARITY GRANT - GENERAL OPERATING SUPPORT 40,000
    THEATRE FOR YOUNG AMERICA
    30 W PERSHING RD SUITE 800
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 7,500
    TRADITIONAL MUSIC SOCIETY
    PO BOX 10022
    KANSS CITY,MO64171
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 7,000
    UMKC CONSERVATORY OF MUSIC AND DANCE
    4949 CHERRY STREET
    KANSAS CITY,MO641102229
      OTHER PUBLIC CHARITY GRANT - BRIDGES (FORMERLY MUSICAL BRIDGES) 20,000
    UMKC FOUNDATION FOR THE BENEFIT OF KCUR 893
    4825 TROOST AVENUE STE 202
    KANSAS CITY,MO64110
      OTHER PUBLIC CHARITY GRANT - ARTS AND CULTURE REPORTING 25,000
    UNICORN THEATRE
    3828 MAIN ST
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY GRANT - EMERGENCY FUNDS FOR COVID-19 CRISIS. 15,000
    UNIVERSITY OF MICHIGAN
    DIVISION OF RESEARCH DEVELOPMENT
    ADMINISTRATION UNIVERSITY OF MICHIG
    ANN ARBOR,MI481091274
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT - DESIGNATED BY WENDY FONSECA 37,500
    WESTPORT CENTER FOR THE ARTS
    201 WESTPORT ROAD
    KANSAS CITY,MO641112239
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 7,500
    YALE UNIVERSITY
    PO BOX 208231
    NEW HAVEN,CT065208231
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 75,000
    BACH ARIA SOLOISTS
    PO BOX 7112
    KANSAS CITY,MO64113
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 2,500
    COMMUNITY HOUSING OF WYANDOTTE COUNTRY (CHWC INC)
    2 S 14TH STREET
    KANSAS CITY,MO66102
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 4,500
    CRISTO REY KANSAS CITY
    211 LINWOOD BLVD
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 2,500
    FRIENDS OF THE OPUS 76 QUARTET
    1224 MAIN STREET
    KANSAS CITY,MO64105
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 2,000
    FRONTIER SCHOOLS
    6800 CORPORATE DRIVE
    KANSAS CITY,MO64120
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 3,500
    GORDON PARKS ELEMENTARY SCHOOL
    3715 WYONMING STREET
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 2,000
    HEARTLAND CHAMBER MUSIC LTD
    1600 GENESSEE STREET SUITE 824
    KANSAS CITY,MO64102
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 5,000
    KANSAS CITY PUBLIC THEATRE
    2380 INDEPENDENCE AVE
    KANSAS CITY,MO64124
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 2,500
    KANSAS CITY VOLUNTEER LAWYERS AND ACCOUNTANTS FOR THE ARTS
    PO BOX 413199
    KANSAS CITY,MO64141
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 3,000
    KC FRINGE FESTIVAL INC
    UNION STATION 30 W PERSHING RD
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 4,000
    NO DIVIDE KC
    3925 GENESSEE STREET
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 6,000
    OWENCOX DANCE GROUP
    4220 MERCIER STREET
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 8,500
    PLUG
    1328 AGNES AVENUE
    KANSAS CITY,MO64127
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 1,350
    QUIXOTIC PERFORMANCE FUSION
    1616 BROADWAY BLVD
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 7,500
    SYNERGY SERVICES INC
    400 E 6 STREET
    PARKVILLE,MO64152
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 4,000
    THE STUDIOS INC
    1708 CAMPBELL STREET
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 2,500
    THE WHOLE PERSON INC
    3710 MAIN STREET
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 3,500
    THEATRE ATCHISON INC
    401 SANTA FE
    ATCHISON,KS66002
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 3,000
    WILLIAM BAKER CHORAL FOUNDATION
    5450 BUENA VISTA STREET
    ROELAND PARK,KS66205
      OTHER PUBLIC CHARITY WILLIAM BAKER CHORAL FOUNDATION 1,000
    WONDERSCOPE CHILDREN'S MUSEUM OF KANSAS CITY
    433 E RED BRIDGE RD
    KANSAS CITY,MO64131
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 2,500
    WYANDOT CENTER FOR COMMUNITY BEHAVIORAL HEALTHCARE
    1301 N 47TH STREET
    KANSAS CITY,KS66102
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 7,500
    WYLLIAMSHENRY CONTEMPORARY DANCE COMPANY
    5110 NE 44TH STREET
    KANSAS CITY,MO64117
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 4,000
    YOUTH AMBASSADORS
    5809 MICHIGAN AVENUE
    KANSAS CITY,MO64130
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 5,000
    YOUTH CHORUS OF KANSAS CITY INC
    4255 JEFFERSON ST 325
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 8,500
    YOUTH SYMPHONY OF KANSAS CITY INC
    1111 W 39TH STREET SUITE A128
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - GENERAL OPERATING SUPPORT 5,000
    MISSOURI CHARTER PUBLIC SCHOOL ASSOCIATION
    1306 PAPIN STREET
    ST LOUIS,MO63103
      OTHER PUBLIC CHARITY DISCRETIONARY GRANT 12,500
    LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE (TERMINATED)
    1124 W CARSON STREET
    TORRANCE,CA90502
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT - DESIGNATED BY SOULA DANOPOULOS 37,500
    NORTHWESTERN UNIVERSITY (TERMINATED)
    633 CLARK STREET
    EVANSTON,IL60208
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT - DESIGNATED BY LUISA MORALES-NEBREDA 37,500
    UNIVERSITY OF MICHIGAN
    DIVISION OF RESEARCH DEVELOPMENT
    ADMINISTRATION UNIVERSITY OF MICHIG
    ANN ARBOR,MI481091274
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT - DESIGNATED BY LOKA RAGHU KUMAR PENKE 37,500
    UNIVERSITY OF CINCINNATI
    2600 CLIFTON AVE
    CINCINNATI,OH45221
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 75,000
    OHIO STATE UNIVERSITY
    281 W LANE AVE
    COLUMBUS,OH43210
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 75,000
    BOSTON UNIVERSITY
    233 BAY STATE ROAD
    BOSTON,MA02215
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 75,000
    CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER
    3333 BURNET AVE
    CINCINNATI,OH45229
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 75,000
    CHARLOTTE STREET FOUNDATION
    PO BOX 10263
    KANSAS CITY,MO64171
      OTHER PUBLIC CHARITY GRANT - CAPACITY BUILDING EFFORTS 5,000
    RIGHTFULLY SEWN
    1800 WYANDOTTE ST SUITE 204
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY SMALL ARTS GRANT - SEAMSTRESS TRAINING PROGRAM 5,000
    ALLIGNED
    22052 W 66TH ST SUITE 200
    SHAWNEE,KS66226
      OTHER PUBLIC CHARITY GRANT - DESIGNATED BY DAVID OLIVER 5,000
    ANDERSON RANCH ARTS FOUNDATION
    5263 OWL CREEK ROAD
    SNOWMAS VILLAGE,CO81615
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    ANDERSON RANCH ARTS FOUNDATION
    5263 OWL CREEK ROAD
    SNOWMAS VILLAGE,CO81615
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    ARPAN FOUNDATION INCORPORATED
    556 NORTH DIAMOND BAR BLVD SUITE
    201-B
    DIAMOND BAR,CA91765
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY
    20 EAST GREGORY BLVD
    KANSAS CITY,MO64114
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    ARTSKC - REGIONAL ARTS COUNCIL
    106 SOUTHWEST BLVD
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 10,000
    CHARLOTTE STREET FOUNDATION
    PO BOX 10263
    KANSAS CITY,MO64171
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 10,000
    COMMUNITY LINC
    4012 TROOST AVE 14
    KANSAS CITY,MO64110
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    CROSSROADS ACADEMY OF KANSAS CITY
    1011 CENTRAL STREET
    KANSAS CITY,MO64105
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 50,000
    EL CENTRO
    650 MINNESOTA AVENUE
    KANSAS CITY,KS66101
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    EPEC INC
    5829 TROOST AVENUE SUITE B
    KANSAS CITY,MO64110
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    FOOD EQUALITY INITIATIVE
    300 E 39TH STREET
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY GRANT 5,000
    FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE STE 201
    KANSAS CITY,MO64112
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE STE 201
    KANSAS CITY,MO64112
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    FRIENDS OF THE ZOO
    6800 ZOO DR
    KANSAS CITY,MO64132
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    GOOD SAMARITAN PROJECT
    5008 PROSPECT AVENUE SUITE 100
    KANSAS CITY,MO64130
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    GROWING FUTURES EARLY EDUCATION CENTER
    8155 SANTA FE DRIVE
    OVERLAND PARK,KS66204
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVE
    KANSAS CITY,MO64129
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVE
    KANSAS CITY,MO64129
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 10,000
    HARVESTERS - THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVE
    KANSAS CITY,MO64129
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    HEART OF AMERICA SHAKESPEARE FESTIVAL
    3727 MAIN STREET
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY GRANT 10,000
    HILLCREST TRANSITIONAL HOUSING OF EASTERN JACKSON COUNTY
    PO BOX 901924
    KANSAS CITY,MO64190
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 10,000
    JACKSON COUNTY CASA
    2544 HOLMES
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    KANSAS CITY BALLET
    500 WEST PERSHING ROAD
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 20,000
    KANSAS CITY CHORALE
    5601 WYANDOTTE STE 412
    KANSAS CITY,MO64113
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 10,000
    KANSAS CITY PBS - PUBLIC TELEVISION 19 INC
    125 EAST 31ST STREET
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY GRANT 5,000
    KEMPER MUSEUM OF CONTEMPORARY ART
    4420 WARWICK BLVD
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    KEMPER MUSEUM OF CONTEMPORARY ART
    4420 WARWICK BLVD
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY GRANT 5,000
    LAND INSTITUTE
    2440 E WATERWELL ROAD
    SALINA,KS67401
      OTHER PUBLIC CHARITY GRANT 5,000
    LYRIC OPERA OF KANSAS CITY
    1725 HOLMES STREET
    KANSAS CITY,MO64114
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 10,000
    MATTIE RHODES CENTER
    148 N TOPPING AVE
    KANSAS CITY,MO64123
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    METRO ORGANIZATIONAL FOR RACIAL AND ECONOMIC EQUITY INC
    3151 OLIVE STREET
    KANSAS CITY,MO64109
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 20,000
    MISSOURI JOBS WITH JUSTICE
    27258 CLIFTON
    ST LOUIS,MO63139
      OTHER PUBLIC CHARITY GRANT 20,000
    MUSICAL THEATER HERITAGE INC
    2400 GRAND SUITE 301
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    NELSON-ATKINS MUSEUM OF ART
    4525 OAK STREET
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 25,000
    NEWHOUSE INC
    PO BOX 240019
    KANSAS CITY,MO64124
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    NOURISH KC
    PO BOX 10337
    KANSAS CITY,MO64171
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVE
    KANSAS CITY,MO64109
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVE
    KANSAS CITY,MO64109
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 10,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVE
    KANSAS CITY,MO64109
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 6,000
    PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER
    THEATER LOCATION 300 W 12TH STREET
    KANSAS CITY,MO64196
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER
    THEATER LOCATION 300 W 12TH STREET
    KANSAS CITY,MO64196
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    RECONCILIATION SERVICES
    3101 TROOST AVENUE
    KANSAS CITY,MO64109
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    SECOND HARVEST OF SILICON VALLEY
    750 CURTNER AVENUE
    SAN JOSE,CA95125
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 25,000
    SECOND HARVEST OF SILICON VALLEY
    750 CURTNER AVENUE
    SAN JOSE,CA95125
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 15,000
    SHELTER KC
    1520 CHERRY STREET
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    SHERWOOD AUTISM CENTER
    8030 WARD PARKWAY CENTER
    KANSAS CITY,MO64114
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 25,000
    THE ASPEN INSTITUTE INC
    1000 NORTH THIRD STREET
    ASPEN,CO81611
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    THE NATIONAL MUSEUM OF TOYS AND MINIATURES
    5235 OAK STREET
    KANSAS CITY,MO64112
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    THE NATIONAL MUSEUM OF TOYS AND MINIATURES
    5235 OAK STREET
    KANSAS CITY,MO64112
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 15,000
    THE NATIONAL MUSEUM OF TOYS AND MINIATURES
    5235 OAK STREET
    KANSAS CITY,MO64112
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 10,000
    UMKC CONSERVATORY
    4949 CHERRY STREET
    KANSAS CITY,MO64110
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    UMKC FOUNDATION
    5115 OAK STREET
    KANSAS CITY,MO64112
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    UMKC TRUSTEES
    5100 ROCKHILL ROAD
    KANSAS CITY,MO64110
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 8,000
    UNITED PALESTINIAN APPEAL
    1330 NEW HAMPSHIRE AVENUE NW SUITE
    104
    WASHINGTON,DC20036
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 100,000
    UNITED PALESTINIAN APPEAL
    1330 NEW HAMPSHIRE AVENUE NW SUITE
    104
    WASHINGTON,DC20036
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 50,000
    URBAN RANGER CORPS
    5908 SWOPE PARKWAY
    KANSAS CITY,MO64130
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 20,000
    VETERANS COMMUNITY PROJECT
    8900 TROOST AVENUE
    KANSAS CITY,MO64131
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    TOPEKA,KS66675
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 10,000
    WRIGHT ON MAIN INC
    4601 MAIN STREET
    KANSAS CITY,MO64112
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    YOUTH SYMPHONY OF KANSAS CITY INC
    1111 W 39TH STREET SUITE A128
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY DISCRETIONARY AWARD 5,000
    ALIGNED
    22052 W 66TH ST SUITE 200
    SHAWNEE,KS66226
      OTHER PUBLIC CHARITY GRANT 100,000
    EARYSTART
    2008 E 12TH ST
    KANSAS CITY,MO64127
      OTHER PUBLIC CHARITY GRANT 100,000
    EL CENTRO
    650 MINNESOTA AVENUE
    KANSAS CITY,KS66101
      OTHER PUBLIC CHARITY GRANT 135,000
    FRONT PORCH ALLIANCE-KANSAS CITY INC
    3210 MICHIGAN AVENUE
    KANSAS CITY,MO64109
      OTHER PUBLIC CHARITY FELLOWSHIP 25,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVD 130
    KANSAS CITY,MO64105
      OTHER PUBLIC CHARITY GRANT 50,000
    KANSAS ACTION FOR CHILDREN INC
    709 S KANSAS AVE STE 200
    TOPEKA,KS66603
      OTHER PUBLIC CHARITY GRANT 50,000
    KANSAS CITY PBS - PUBLIC TELEVISION 19 INC
    125 EAST 31ST STREET
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY GRANT 25,000
    KANSAS CITY TEACHER RESIDENCY
    415 DELAWARE STE 2W
    KANSAS CITY,MO64105
      OTHER PUBLIC CHARITY GRANT 40,000
    METROPOLITAN COUNCIL ON EARLY LEARNING
    600 BROADWAY SUITE 200
    KANSAS CITY,MO64105
      OTHER PUBLIC CHARITY FELLOWSHIP 50,000
    MISSOURI BUDGET PROJECT
    1 CAMPBELL PLAZA SUITE 101
    BUILDING A
    SAINT LOUIS,MO63139
      OTHER PUBLIC CHARITY FELLOWSHIP 50,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVE
    KANSAS CITY,MO64109
      OTHER PUBLIC CHARITY FELLOWSHIP 150,000
    PREP-KC
    2300 MAIN STREET SUITE 340
    KANSAS CITY,MO64108
      OTHER PUBLIC CHARITY FELLOWSHIP 125,000
    REACH OUT AND READ-KANSAS CITY
    3901 RAINBOW BLVD MS 1051
    KANSAS CITY,KS66160
      OTHER PUBLIC CHARITY FELLOWSHIP 5,000
    REACH OUT AND READ-KANSAS CITY
    3901 RAINBOW BLVD MS 1051
    KANSAS CITY,KS66160
      OTHER PUBLIC CHARITY FELLOWSHIP 35,000
    START A ZERO
    5506 TROOST AVENUE
    KANSAS CITY,MO64110
      OTHER PUBLIC CHARITY FELLOWSHIP 50,000
    THE FAMILY CONSERVANCY
    444 MINNESOTA AVE SUITE 200
    KANSAS CITY,KS66101
      OTHER PUBLIC CHARITY FELLOWSHIP 100,000
    TURN THE PAGE KC
    4049 PENNSYLVANIA SUITE 301
    KANSAS CITY,MO64111
      OTHER PUBLIC CHARITY FELLOWSHIP 50,000
    AMERICAN THORACIC SOCIETY
    25 BROADWAY 4TH FLOOR
    NEW YORK,NY10004
      OTHER PUBLIC CHARITY FELLOWSHIP 40,813
    CEDARS-SINAI MEDICAL CENTER
    8700 BEVERLY BLVD 2900A
    LOS ANGELES,CA90048
      OTHER PUBLIC CHARITY FELLOWSHIP 27,000
    CEDARS-SINAI MEDICAL CENTER
    8700 BEVERLY BLVD 2900A
    LOS ANGELES,CA90048
      OTHER PUBLIC CHARITY FELLOWSHIP 27,000
    COLUMBIA UNIVERSITY MEDICAL CENTER
    475 RIVERSIDE DR
    NEW YORK,NY10115
      OTHER PUBLIC CHARITY FELLOWSHIP 14,000
    HARVARD COLLEGE
    SPONSORED PROGRAMS ADMINISTRATION
    BOSTON,MA021156021
      OTHER PUBLIC CHARITY FELLOWSHIP 25,000
    HARVARD COLLEGE
    SPONSORED PROGRAMS ADMINISTRATION
    BOSTON,MA021156021
      OTHER PUBLIC CHARITY FELLOWSHIP 27,000
    HARVARD COLLEGE
    SPONSORED PROGRAMS ADMINISTRATION
    BOSTON,MA021156021
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    HARVARD COLLEGE
    SPONSORED PROGRAMS ADMINISTRATION
    BOSTON,MA021156021
      OTHER PUBLIC CHARITY FELLOWSHIP 26,000
    JOHNS HOPKINS UNIVERSITY
    ALLERGY CENTER ROOM 4B-74A
    BALTIMORE,MD21224
      OTHER PUBLIC CHARITY FELLOWSHIP 27,000
    JOHNS HOPKINS UNIVERSITY
    ALLERGY CENTER ROOM 4B-74A
    BALTIMORE,MD21224
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    JOHNS HOPKINS UNIVERSITY
    ALLERGY CENTER ROOM 4B-74A
    BALTIMORE,MD21224
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    JOHNS HOPKINS UNIVERSITY
    ALLERGY CENTER ROOM 4B-74A
    BALTIMORE,MD21224
      OTHER PUBLIC CHARITY FELLOWSHIP 13,750
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT STREET COX 201
    BOSTON,MA021156021
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT STREET COX 201
    BOSTON,MA021156021
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    MASSACHUSETTS GENERAL HOSPITALHARVARD MEDICAL SCHOOL
    55 FRUIT STREET COX 201
    BOSTON,MA021156021
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    MEDICAL UNIVERSITY OF SOUTH CAROLINA
    268 CALHOUN ST
    CHARLESTON,SC29425
      OTHER PUBLIC CHARITY FELLOWSHIP 27,000
    MEDICAL UNIVERSITY OF SOUTH CAROLINA
    268 CALHOUN ST
    CHARLESTON,SC29425
      OTHER PUBLIC CHARITY FELLOWSHIP 27,000
    MONTANA STATE UNIVERSITY
    960 TECHNOLOGY BOULEVARD
    BOZEMAN,MT59717
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    MONTANA STATE UNIVERSITY
    960 TECHNOLOGY BOULEVARD
    BOZEMAN,MT59717
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    PENN STATE UNIVERSITY COLLEGE OF MEDICINE
    700 HMC CRES RD
    HERSHEY,PA17033
      OTHER PUBLIC CHARITY GRANT 5,000
    PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT STREET SUITE 305
    PHILADELPHIA,PA19104
      OTHER PUBLIC CHARITY FELLOWSHIP 20,000
    THE LUNDQUIST INSTITUTE
    1124 CARSON STREET
    TORRANCE,CA90502
      OTHER PUBLIC CHARITY FELLOWSHIP 27,000
    THE LUNDQUIST INSTITUTE
    1124 CARSON STREET
    TORRANCE,CA90502
      OTHER PUBLIC CHARITY FELLOWSHIP 27,000
    THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
    BERTNER AVE WEST RD
    HOUSTON,TX77054
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
    BERTNER AVE WEST RD
    HOUSTON,TX77054
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    UNIVERSITY OF ALABAMA AT BIRMINGHAM
    701 20TH ST SOUTH
    BIRMINGHAM,AL35294
      OTHER PUBLIC CHARITY FELLOWSHIP 27,000
    UNIVERSITY OF ALABAMA AT BIRMINGHAM
    701 20TH ST SOUTH
    BIRMINGHAM,AL35294
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    UNIVERSITY OF ALABAMA AT BIRMINGHAM
    701 20TH ST SOUTH
    BIRMINGHAM,AL35294
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    UNIVERSITY OF BRITISH COLUMBIA
    2194 HEALTH SCIENCES MALL
      VANCOUVER  
    CA
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    UNIVERSITY OF BRITISH COLUMBIA
    2194 HEALTH SCIENCES MALL
      VANCOUVER  
    CA
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    UNIVERSITY OF COLORADO DENVER
    1400 JACKSON STREET
    DENVER,CO80206
      OTHER PUBLIC CHARITY FELLOWSHIP 27,000
    UNIVERSITY OF COLORADO DENVER
    1400 JACKSON STREET
    DENVER,CO80206
      OTHER PUBLIC CHARITY FELLOWS 27,000
    UNIVERSITY OF KANSAS MEDICAL CENTER
    3901 RAINBOW BLVD MAIL STOP 4004
    KANSAS CITY,KS66160
      OTHER PUBLIC CHARITY GRANT - PBF FELLOWGIP PROGRAM 10,000
    UNIVERSITY OF KANSAS MEDICAL CENTER
    3901 RAINBOW BLVD MAIL STOP 4004
    KANSAS CITY,KS66160
      OTHER PUBLIC CHARITY GR 15,000
    UNIVERSITY OF MICHIGAN
    3003 S STATE STREET ROOM 1054
    ANN ARBOR,MI481091274
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    UNIVERSITY OF MICHIGAN
    3003 S STATE STREET ROOM 1054
    ANN ARBOR,MI481091274
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO
    UNIVERSITY OF TEXAS HEALTH SCIENCE
    CENTER AT SAN ANTONIO
    SAN ANTONIO,TX78229
      OTHER PUBLIC CHARITY FELLOWSHIP 20,000
    UNIVERSITY OF VERMONT MEDICAL CENTER
    PO BOX 1902
    BURLINGTON,VT05402
      OTHER PUBLIC CHARITY GRANT - PBF FELLOWGIP PROGRAM 42,016
    WESLEYAN UNIVERSITY
    NORTH COLLEGE 237 HIGH STREET
    MIDDLETOWN,CT06459
      OTHER PUBLIC CHARITY FELLOWSHIP 27,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521
      OTHER PUBLIC CHARITY FELLOWSHIP 37,500
    MISCELLANEOUS
    8900 TROOST AVENUE
    KANSAS CITY,MO64131
      OTHER PUBLIC CHARITY GRANTS 5,044
    Total .................................bullet 3a 4,929,623
    bApproved for future payment
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT STREET COX 201
    BOSTON,MA02114
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 150,000
    STANFORD UNIVERSITY
    PO BOX 44253
    SAN FRANCISCO,CA941444253
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 150,000
    UNIVERSITY OF MICHIGAN
    DIVISION OF RESEARCH DEVELOPMENT
    ADMINISTRATION UNIVERSITY OF MICHIG
    ANN ARBOR,MI481091274
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT - DESIGNATED BY WENDY FONSECA 150,000
    YALE UNIVERSITY
    PO BOX 208231
    NEW HAVEN,CT065208231
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 150,000
    MISSOURI CHARTER PUBLIC SCHOOL ASSOCIATION
    1306 PAPIN STREET
    ST LOUIS,MO63103
      OTHER PUBLIC CHARITY DISCRETIONARY GRANT 12,500
    UNIVERSITY OF MICHIGAN
    DIVISION OF RESEARCH DEVELOPMENT
    ADMINISTRATION UNIVERSITY OF MICHIG
    ANN ARBOR,MI481091274
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT - DESIGNATED BY LOKA RAGHU KUMAR PENKE 150,000
    UNIVERSITY OF CINCINNATI
    2600 CLIFTON AVE
    CINCINNATI,OH45221
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 150,000
    OHIO STATE UNIVERSITY
    281 W LANE AVE
    COLUMBUS,OH43210
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 150,000
    BOSTON UNIVERSITY
    233 BAY STATE ROAD
    BOSTON,MA02215
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 150,000
    CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER
    3333 BURNET AVE
    CINCINNATI,OH45229
      OTHER PUBLIC CHARITY FELLOWSHIP - GENERAL GRANT 150,000
    Total .................................bullet 3b 1,362,500
    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 20,195  
    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 7,329,791  
    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 9,210,066 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,210,066
    (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 FRANCIS FAMILY FOUNDATION
    EIN:
    43-1492132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 43,992 10,998   32,994

    TY 2021 GeneralExplanationAttachment
    Name:
    THE FRANCIS FAMILY FOUNDATION
    EIN:
    43-1492132
    Identifier Return Reference Explanation
    E-FILING NOT POSSIBLE AFTER MULTIPLE ATTEMPS TO DO SO FORM 990-PF, BOX H, TYPE OF ORGANIZATION REJECTION CODE F990PF-906-01IF FORM 990-PF, ITEM G, "INITIAL RETURN OF A FORMER PUBLIC CHARITY" CHECKBOX IS NOT CHECKED, THEN ITEM H, TEH TYPE OF ORGANIZATION CHECKED MUST MATCH DATA IN THE IRS DATABASE.THE ENTITY IS EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS EVIDENCED BY AN ACCEPTANCE LETTER DATED MARCH 22, 1989.AFTER MULTIPLE ATTEMPTS TO CLEAR THE REJECTION AND THE INABILITY TO CONTACT THE IRS TO RESOLVE THE DATABASE ISSUE THE RETURN WAS FILED ON PAPER.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE FRANCIS FAMILY FOUNDATION
    EIN:
    43-1492132
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS AND NOTES 255,945 0
    FOREIGN BONDS AND NOTES 446,356 225,572

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE FRANCIS FAMILY FOUNDATION
    EIN:
    43-1492132
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCKS 36,813,808 58,422,996
    PREFERRED STOCKS 366,133 263,284

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE FRANCIS FAMILY FOUNDATION
    EIN:
    43-1492132
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIXED INCOME MUTUAL FUNDS FMV 14,070,826 14,702,845
    EXCHANGE TRADED FUNDS FMV 1,952,993 2,367,768
    LIMITED PARTNERSHIPS FMV 14,807,151 18,743,796
    HEDGE FUND FMV 11,496,335 18,163,029
    PRIVATE FIXED INCOME POOL FMV 8,533,593 10,480,384

    TY 2021 LegalFeesSchedule
    Name:
    THE FRANCIS FAMILY FOUNDATION
    EIN:
    43-1492132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 8,656 0   8,656


    TY 2021 OtherExpensesSchedule
    Name:
    THE FRANCIS FAMILY FOUNDATION
    EIN:
    43-1492132
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOARD AND STAFF DEVELOPMENT 0 0   0
    EQUIPMENT EXPENSE 173 0   173
    INSURANCE 8,219 0   8,219
    MISCELLANEOUS 9,251 0   9,251
    PBF FELLOWSHIP PROGRAM ADMINISTRATION 26,000 0   26,000
    TECHNOLOGY EXPENSE 29,105 0   29,105
    TELEPHONE 2,411 0   2,411
    POSTAGE 1,813 0   1,813
    INVESTMENT EXPENSE 277,941 208,456   69,485


    TY 2021 OtherIncomeSchedule2
    Name:
    THE FRANCIS FAMILY FOUNDATION
    EIN:
    43-1492132
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS REVENUE 4,997 0 4,997


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE FRANCIS FAMILY FOUNDATION
    EIN:
    43-1492132
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED EXCISE TAX 17,175 139,499


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE FRANCIS FAMILY FOUNDATION
    EIN:
    43-1492132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER FEES 20,842 0   20,842


    TY 2021 TaxesSchedule
    Name:
    THE FRANCIS FAMILY FOUNDATION
    EIN:
    43-1492132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 12,720 1,189   11,531
    FOREIGN TAXES 48,006 48,006   0
    FEDERAL EXCISE TAX 209,235 0   209,235