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 07-01-2021 , and ending 06-30-2022
Name of foundation
RICHARD J STERN FOUNDATION FOR THE ARTS
COMMERCE BANK TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 419248
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO641416248
A Employer identification number

43-6313811
B Telephone number (see instructions)

(816) 234-2000
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$56,346,797J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,520,140 1,521,047  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,956,859
b Gross sales price for all assets on line 6a 17,766,560
7 Capital gain net income (from Part IV, line 2)... 2,956,859
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,476,999 4,477,906  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 392,259 234,523   157,736
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 103,062 62   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 628 0   628
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 495,949 234,585   158,364
25 Contributions, gifts, grants paid....... 2,800,491 2,769,491
26 Total expenses and disbursements. Add lines 24 and 25 3,296,440 234,585   2,927,855
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,180,559
b Net investment income (if negative, enter -0-) 4,243,321
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 496,755 2,358,321 2,358,321
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) 490,638 Click to see attachment860,365 808,639
b Investments—corporate stock (attach schedule)....... 36,159,698 Click to see attachment31,773,833 38,927,729
c Investments—corporate bonds (attach schedule)....... 11,739,823 Click to see attachment11,266,944 10,424,689
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 150,035 1,006,548 930,933
13 Investments—other (attach schedule).......... 0 Click to see attachment2,992,325 2,896,486
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 49,036,949 50,258,336 56,346,797
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 843,800 874,800
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)......... 843,800 874,800
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 48,193,149 49,383,536
29 Total net assets or fund balances (see instructions)..... 48,193,149 49,383,536
30 Total liabilities and net assets/fund balances (see instructions). 49,036,949 50,258,336
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
48,193,149
2
Enter amount from Part I, line 27a .....................
2
1,180,559
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
9,828
4
Add lines 1, 2, and 3 ..........................
4
49,383,536
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
49,383,536
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 17,766,560   14,809,701 2,956,859
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       2,956,859
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 2,956,859
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 58,982
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 58,982
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 73,154
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 74,154
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 15,172
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet15,172 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 addressbulletNONE
    14
    The books are in care ofbulletCOMMERCE BANK Telephone no.bullet (816) 234-2000

    Located atbulletPO BOX 419248KANSAS CITYMO ZIP+4bullet641416248
    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
    COMMERCE BANKINV MGMT CORPORATE TRUSTEE
    40.00     		234,523 0 0
    PO BOX 419248
    KC,MO64141
    COMMERCE BANKCHARITY OFFICE CORPORATE TRUSTEE
    40.00     		131,678 0 0
    PO BOX 419248
    KC,MO64141
    COMMERCE BANKCHARITY MGMT CORPORATE TRUSTEE
    10.00     		26,058 0 0
    PO BOX 419248
    KC,MO64141
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    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
    64,978,281
    b
    Average of monthly cash balances.......................
    1b
    1,147,057
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    66,125,338
    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
    66,125,338
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    991,880
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    65,133,458
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,256,673
    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
    3,256,673
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    58,982
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    58,982
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,197,691
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,197,691
    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
    3,197,691
    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 3,197,691
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 2,852,502
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,927,855
    a Applied to 2020, but not more than line 2a 2,852,502
    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..... 75,353
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		3,122,338
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    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:
    COMMERCE BANK
    922 WALNUT
    KANSAS CITY,MO64106
    (816) 234-1768
    COMMERCEBANKFOUNDATIONOFFICE@COMMERCEBANK.COM
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION MUST BE SUBMITTED VIA ONLINE PORTAL
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    QUALIFYING CHARITABLE ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS AND ARE ENGAGED IN SUPPORTING THE ARTS IN THE GREATER KANSAS CITY AREA.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ART IN THE LOOP FOUNDATION
    1000 WALNUT STE 200
    KANSAS CITY,MO64106     		NONE PC 2022 DOWNTOWN KC PUBLIC ART EXHIBITION & PERFORMANCE SERIES 5,000
    ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY
    20 E GREGORY BLVD
    KANSAS CITY,MO64114     		NONE PC KC STUDIO MAGAZINE 30,000
    BACH ARIA SOLOISTS
    PO BOX 7112
    KANSAS CITY,MO64113     		NONE PC 2021/2022 SEASON SUPPORT 9,000
    BLACK REPERTORY THEATRE OF KANSAS CITY
    PO BOX 410294
    KANSAS CITY,MO64141     		NONE PC 2021/2022 SEASON SUPPORT 10,000
    CHARLOTTE STREET FOUNDATION
    3333 WYOMING ST
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 25,000
    COTERIE INC
    2450 GRAND BLVD STE 144
    KANSAS CITY,MO641082520     		NONE PC 2022/2023 SEASON SUPPORT 30,000
    ENGLEWOOD ARTS A MISSOURI NON-PROFIT CORPORATION
    10900 E WINNER RD
    INDEPENDENCE,MO64052     		NONE PC COMMUNITY THROUGH ARTS CAPITAL CAMPAIGN 50,000
    ENSEMBLE IBERICA INC
    4001 GLADSTONE BLVD
    KANSAS CITY,MO64123     		NONE PC 2021 SEASON SUPPORT 6,000
    FRIENDS OF CHAMBER MUSIC
    4635 WYANDOTTE STE 201
    KANSAS CITY,MO641121537     		NONE PC CAPACITY BUILDING SUPPORT 15,000
    HEARTLAND CHAMBER MUSIC LTD
    1600 GENESSEE ST STE 824
    KANSAS CITY,MO64102     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 6,000
    HEARTLAND MEN'S CHORUS
    PO BOX 32374
    KANSAS CITY,MO641715374     		NONE PC 2021/2022 SEASON SUPPORT 15,000
    INTERURBAN ARTHOUSE
    8001 NEWTON ST
    OVERLAND PARK,KS66204     		NONE PC ARTWORKS PROGRAM 5,000
    JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY
    5801 W 115TH ST
    OVERLAND PARK,KS66211     		NONE PC 2021/2022 SEASON SUPPORT 5,000
    JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION
    12345 COLLEGE BLVD BOX 25
    OVERLAND PARK,KS662109975     		NONE PC 2022 NEW DANCE PARTNERS 10,000
    KANSAS CITY ACTORS THEATRE INC
    PO BOX 414260
    KANSAS CITY,MO64141     		NONE PC 2022/2023 SEASON SUPPORT 30,000
    KANSAS CITY ART INSTITUTE
    4415 WARWICK BLVD
    KANSAS CITY,MO641111874     		NONE PC KCAI CERAMICS PROGRAM 65,000
    KANSAS CITY BALLET ASSOCIATION
    500 W PERSHING RD
    KANSAS CITY,MO64108     		NONE PC SUPPORT FOR THE 2021 BALLET BALL 35,000
    KANSAS CITY BALLET ASSOCIATION
    500 W PERSHING RD
    KANSAS CITY,MO64108     		NONE PC 2021/2022 SEASON SUPPORT AND PARTIAL UNDERWRITING FOR THE WIZARD OF OZ 60,000
    KANSAS CITY BALLET ASSOCIATION
    500 W PERSHING RD
    KANSAS CITY,MO64108     		NONE PC RENOVATION AND EXPANSION OF KANSAS CITY BALLET'S JOHNSON COUNTY CAMPUS 200,000
    KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC
    3732 MAIN ST
    KANSAS CITY,MO64111     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 25,000
    KANSAS CITY CHORALE
    5601 WYANDOTTE STE 412
    KANSAS CITY,MO64113     		NONE PC 2021/2022 SEASON SUPPORT 30,000
    KANSAS CITY FRIENDS OF ALVIN AILEY
    1714 E 18TH ST
    KANSAS CITY,MO64108     		NONE PC AILEY II RESIDENCY 15,000
    KANSAS CITY FRIENDS OF ALVIN AILEY
    1714 E 18TH ST
    KANSAS CITY,MO64108     		NONE PC KCFAA UJIMA PROGRAM 12,491
    KANSAS CITY JAZZ ORCHESTRA
    300 E 39TH ST STE LL1H
    KANSAS CITY,MO64111     		NONE PC 2022/2023 SEASON SUPPORT 7,500
    KANSAS CITY JAZZ ORCHESTRA
    300 E 39TH ST STE LL1H
    KANSAS CITY,MO64111     		NONE PC 20TH ANNIVERSARY STUDIO RECORDING UNDERWRITING 15,000
    KANSAS CITY REPERTORY THEATRE INC
    4825 TROOST AVE STE 106
    KANSAS CITY,MO641102030     		NONE PC 2021/2022 SEASON SUPPORT AND PARTIAL UNDERWRITING FOR "THE OLD MAN AND THE OLD MOON" 50,000
    KANSAS CITY REPERTORY THEATRE INC
    4825 TROOST AVE STE 106
    KANSAS CITY,MO641102030     		NONE PC SUPPORT FOR THE 2022 GALA 5,000
    KANSAS CITY SYMPHONY
    1644 WYANDOTTE ST
    KANSAS CITY,MO64108     		NONE PC SUPPORT FOR THE 2021 SYMPHONY BALL 35,000
    KANSAS CITY SYMPHONY
    1644 WYANDOTTE ST
    KANSAS CITY,MO64108     		NONE PC 2021/2022 SEASON SUPPORT 285,000
    KANSAS CITY SYMPHONY
    1644 WYANDOTTE ST
    KANSAS CITY,MO64108     		NONE PC SUPPORT FOR THE 2022 SYMPHONY BALL 15,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION KANSAS CITY WIND SYMPHONY COMMUNI
    6641 MISSION RD
    PRAIRIE VILLAGE,KS66208     		NONE PC 2022/2023 SEASON SUPPORT 1,500
    KAUFFMAN CENTER FOR THE PERFORMING ARTS
    1601 BROADWAY BLVD
    KANSAS CITY,MO64108     		NONE PC FUTURE STAGES FESTIVAL 2022 40,000
    KEMPER MUSEUM OPERATING FOUNDATION DBA KEMPER MUSEUM OF ART
    4420 WARWICK BLVD
    KANSAS CITY,MO641123191     		NONE PC THE REGIONAL EXHIBIT 20,000
    LYRIC OPERA OF KANSAS CITY INC
    1725 HOLMES ST
    KANSAS CITY,MO641081538     		NONE PC 2021/2022 SEASON SUPPORT 200,000
    LYRIC OPERA OF KANSAS CITY INC
    1725 HOLMES ST
    KANSAS CITY,MO641081538     		NONE PC 2021/2022 SEASON SUPPORT 200,000
    LYRIC OPERA OF KANSAS CITY INC
    1725 HOLMES ST
    KANSAS CITY,MO641081538     		NONE PC SUPPORT FOR THE 2022 LYRIC BALL 50,000
    LYRIC OPERA OF KANSAS CITY INC
    1725 HOLMES ST
    KANSAS CITY,MO641081538     		NONE PC 2021/2022 SEASON SUPPORT 200,000
    MATTIE RHODES CENTER
    148 N TOPPING AVE
    KANSAS CITY,MO64123     		NONE PC CAPITAL CAMPAIGN TO ESTABLISH THE MATTIE RHODES CULTURAL CENTER 10,000
    MESNER PUPPET THEATER
    300 E 39TH ST STE LL2D
    KANSAS CITY,MO64111     		NONE PC 2021/2022 SEASON SUPPORT 10,000
    METROPOLITAN ARTS COUNCIL OF GREATER KANSAS CITY DBA ARTS KC - REGIONAL ART
    106 SOUTHWEST BLVD
    KANSAS CITY,MO64108     		NONE PC AUDIENCE DEVELOPMENT SUPPORT OF ARTS ORGANIZATIONS 25,000
    MID-AMERICA ARTS ALLIANCE
    2018 BALTIMORE AVE
    KANSAS CITY,MO641081914     		NONE PC NASAA CONFERENCE & 50TH ANNIVERSARY PROGRAMMING 30,000
    OWEN COX DANCE GROUP MOVING ARTS KANSAS CITY
    4220 MERCIER
    KANSAS CITY,MO64111     		NONE PC 2022 SEASON SUPPORT 15,000
    MUSICAL THEATER HERITAGE INC DBA MUSIC THEATER HERITAGE
    2450 GRAND STE 301
    KANSAS CITY,MO64108     		NONE PC 2022 SEASON SUPPORT 7,500
    MUSIC-ARTS INSTITUTE
    1010 S PEARL ST
    INDEPENDENCE,MO64050     		NONE PC MUSIC LESSON SCHOLARSHIP PROJECT 15,000
    NELSON GALLERY FOUNDATION
    4525 OAK ST
    KANSAS CITY,MO64111     		NONE PC AMERICAN ART DECO 50,000
    NORTH AMERICAN FOLK MUSIC AND DANCE ALLIANCE INC DBA ART AS MENTORSHIP
    3236 MORRELL AVE
    KANSAS CITY,MO64123     		NONE PC REBEL SONG ACADEMY PROGRAM 5,000
    NORTHEAST COMMUNITY CENTER INC
    544 WABASH AVE
    KANSAS CITY,MO64124     		NONE PC HARMONY PROJECT KC 10,000
    OWEN-COX DANCE GROUP
    4220 MERCIER ST
    KANSAS CITY,MO64111     		NONE PC 2021/2022 SEASON SUPPORT AND TAKE THE STAGE 12,500
    PARK UNIVERSITY
    8700 NW RIVER PARK DR
    PARKVILLE,MO641523795     		NONE PC ICM SUPPORT THROUGH THE 3RD ANNUAL STANISLAV & FRIENDS 20,000
    PARK UNIVERSITY
    8700 NW RIVER PARK DR
    PARKVILLE,MO641523795     		NONE PC STEINWAY PIANO REPLACEMENT FOR INTERNATIONAL CENTER FOR MUSIC (ICM) 35,000
    PEMBROKE HILL SCHOOL
    WORNALL CAMPUS 400 W 51ST ST
    KANSAS CITY,MO64112     		NONE PC CENTENNIAL GALLERY PROGRAMMING 13,500
    PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER
    1020 CENTRAL ST STE 200
    KANSAS CITY,MO64105     		NONE PC REVITALIZING THE FOLLY CAPITAL CAMPAIGN 100,000
    PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER
    1020 CENTRAL ST STE 200
    KANSAS CITY,MO64105     		NONE PC 2022/2023 FOLLY JAZZ SERIES 10,000
    PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER
    1020 CENTRAL ST STE 200
    KANSAS CITY,MO64105     		NONE PC A/V EQUIPMENT 25,000
    QUALITY HILL PRODUCTIONS DBA QUALITY HILL PLAYHOUSE
    303 W 10TH ST STE A
    KANSAS CITY,MO641051615     		NONE PC 2021/2022 SEASON SUPPORT 10,000
    SPINNING TREE THEATRE
    PO BOX 8647
    KANSAS CITY,MO641140647     		NONE PC 2021/2022 SEASON SUPPORT 5,000
    SPIRE CHAMBER ENSEMBLE
    7819 NW BIRCH LN
    KANSAS CITY,MO64151     		NONE PC 2022/2023 SEASON SUPPORT 5,000
    STARLIGHT THEATRE ASSOCIATION OF KANSAS CITY INC
    4600 STARLIGHT RD
    KANSAS CITY,MO64132     		NONE PC UNIQUELY KC: A CAMPAIGN FOR STARLIGHT'S FUTURE 150,000
    STUDIOS INC
    1708 CAMPBELL ST
    KANSAS CITY,MO64108     		NONE PC CAPITAL IMPROVEMENT SUPPORT 75,000
    STUDIOS INC
    1708 CAMPBELL ST
    KANSAS CITY,MO64108     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 10,000
    SUMMERFEST CONCERTS AND-OR RECORDINGS INC
    PO BOX 22697
    KANSAS CITY,MO641130697     		NONE PC 2022 SEASON SUPPORT - 30TH ANNIVERSARY SEASON 7,500
    TE DEUM INC
    3501 CAMPBELL ST
    KANSAS CITY,MO641092398     		NONE PC 2021/2022 SEASON SUPPORT 3,000
    THE HEART OF AMERICA SHAKESPEARE FESTIVAL
    3732 MAIN ST
    KANSAS CITY,MO64111     		NONE PC 2022 SEASON SUPPORT AND ADDITIONAL SUPPORT FOR UNDERSTUDIES 30,000
    UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - COLLEGE OF ARTS AND S
    108 SCOFIELD HALL 711 E 51ST ST
    KANSAS CITY,MO64110     		NONE PC NEW LETTERS PUBLICATION SUPPORT 5,000
    UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - CONSERVATORY)
    CENTER FOR THE PERFORMING ARTS 4949
    CHERRY ST STE 413
    KANSAS CITY,MO641102299     		NONE PC MFA STUDENT FELLOWSHIPS IN SOUND DESIGN 10,800
    UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - CONSERVATORY)
    CENTER FOR THE PERFORMING ARTS 4949
    CHERRY ST STE 413
    KANSAS CITY,MO641102299     		NONE PC CONSERVATORY BRIDGES 10,000
    UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - CONSERVATORY)
    CENTER FOR THE PERFORMING ARTS 4949
    CHERRY ST STE 413
    KANSAS CITY,MO641102299     		NONE PC SANDBOX PERCUSSION KC PERFORMANCE OF "SEVEN PILLARS" 15,000
    UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - CONSERVATORY)
    CENTER FOR THE PERFORMING ARTS 4949
    CHERRY ST STE 413
    KANSAS CITY,MO641102299     		NONE PC MFA STUDENT FELLOWSHIPS IN COSTUME DESIGN 10,000
    UNICORN THEATRE
    3828 MAIN ST
    KANSAS CITY,MO64111     		NONE PC 2021/2022 SEASON SUPPORT 30,000
    UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO
    4825 TROOST STE 202
    KANSAS CITY,MO641102499     		NONE PC MATCHING CHALLENGES FOR MEMBERSHIP EXPANSION 7,200
    UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO
    4825 TROOST STE 202
    KANSAS CITY,MO641102499     		NONE PC CLASSICAL KC: EXPANSION OF LOCAL PROGRAMMING 25,000
    WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES)
    500 COLLEGE HILL CAMPUS BOX 1015
    LIBERTY,MO640681896     		NONE PC "2022/2023 SEASON AND UNDERWRITING OF THE ORQUESTRA SINFNICA DO ESTADO DE S?O PAOLO 100,000
    WYLLIAMS-HENRY CONTEMPORARY DANCE
    5110 NE 44TH ST
    KANSAS CITY,MO64117     		NONE PC 2021/2022 SEASON SUPPORT 10,000
    YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC
    1111 W 39TH ST STE A128
    KANSAS CITY,MO64111     		NONE PC ORCHESTRAL EDUCATION PROGRAM 15,000
    YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC
    1111 W 39TH ST STE A128
    KANSAS CITY,MO64111     		NONE PC YOUTH SYMPHONY OF KANSAS CITY & OPUS 76 QUARTET-IN-RESIDENCE PARTNERSHIP 25,000
    Total .................................bullet 3a 2,769,491
    bApproved for future payment
    ART IN THE LOOP FOUNDATION
    1000 WALNUT STE 200
    KANSAS CITY,MO64106     		NONE PC 2023 DOWNTOWN KC PUBLIC ART EXHIBITION & PERFORMANCE SERIES 5,000
    ENSEMBLE IBERICA INC
    4001 GLADSTONE BLVD
    KANSAS CITY,MO64123     		NONE PC 2022 SEASON SUPPORT 6,000
    FOLLY THEATER
    1020 CENTRAL ST STE 200
    KANSAS CITY,MO64105     		NONE PC THOMAS HART BENTON MURALS FOR FOLLY THEATER LOBBY PHASE II 15,000
    HEARTLAND CHAMBER MUSIC LTD
    1600 GENESSEE ST STE 824
    KANSAS CITY,MO64102     		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 6,000
    JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY
    5801 W 115TH ST
    OVERLAND PARK,KS66211     		NONE PC 2022/2023 SEASON SUPPORT 5,000
    KANSAS CITY BALLET ASSOCIATION
    500 W PERSHING RD
    KANSAS CITY,MO64108     		NONE PC RENOVATION AND EXPANSION OF KANSAS CITY BALLET'S JOHNSON COUNTY CAMPUS 100,000
    KANSAS CITY JAZZ ORCHESTRA
    300 E 39TH ST STE LL1H
    KANSAS CITY,MO64111     		NONE PC 2023/2024 SEASON SUPPORT 7,500
    KANSAS CITY SYMPHONY
    1644 WYANDOTTE ST
    KANSAS CITY,MO64108     		NONE PC SUPPORT FOR THE 2022 SYMPHONY BALL 35,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION KANSAS CITY WIND SYMPHONY COMMUNI
    6641 MISSION RD
    PRAIRIE VILLAGE,KS66208     		NONE PC 2023/2024 SEASON SUPPORT 1,500
    LYRIC OPERA OF KANSAS CITY INC
    1725 HOLMES ST
    KANSAS CITY,MO641081538     		NONE PC 2022/2023 SEASON SUPPORT 600,000
    MUSICAL THEATER HERITAGE INC DBA MUSIC THEATER HERITAGE
    2450 GRAND STE 301
    KANSAS CITY,MO64108     		NONE PC 2023 SEASON SUPPORT 7,500
    SPIRE CHAMBER ENSEMBLE
    7819 NW BIRCH LN
    KANSAS CITY,MO64151     		NONE PC 2023/2024 SEASON SUPPORT 5,000
    STARLIGHT THEATRE ASSOCIATION OF KANSAS CITY INC
    4600 STARLIGHT RD
    KANSAS CITY,MO64132     		NONE PC UNIQUELY KC: A CAMPAIGN FOR STARLIGHT'S FUTURE 50,000
    SUMMERFEST CONCERTS AND-OR RECORDINGS INC
    PO BOX 22697
    KANSAS CITY,MO641130697     		NONE PC 2023 SEASON SUPPORT 7,500
    TE DEUM INC
    3501 CAMPBELL ST
    KANSAS CITY,MO641092398     		NONE PC 2022/2023 SEASON SUPPORT 3,000
    UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - CONSERVATORY)
    CENTER FOR THE PERFORMING ARTS 4949
    CHERRY ST STE 413
    KANSAS CITY,MO641102299     		NONE PC MFA STUDENT FELLOWSHIPS IN SOUND DESIGN 32,400
    UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - CONSERVATORY)
    CENTER FOR THE PERFORMING ARTS 4949
    CHERRY ST STE 413
    KANSAS CITY,MO641102299     		NONE PC VINSON COLE VOCAL SCHOLARSHIP 30,000
    Total .................................bullet 3b 916,400
    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 2,956,859  
    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 4,476,999 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,476,999
    (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
    ALICE G OGG TRUST UNDER WILL 501(C)(4) COMMON TRUSTEE
    ANN A TRAVER CHARITABLE TRUST B 501(C)(4) COMMON TRUSTEE
    IVY J TRIMMER - CHRISTIAN CHURCH 501(C)(4) COMMON TRUSTEE
    IVY J TRIMMER TRUST 501(C)(4) COMMON TRUSTEE
    MARY HARTMANN FOUNDATION 501(C)(4) COMMON TRUSTEE
    SHAARE SHOLEM CEMETERY TRUST 501(C)(13) COMMON TRUSTEE
    ADATH JOSEPH CEMETERY FUND 501(C)(13) COMMON TRUSTEE
    NINA BOZARTH TUW FBO KAMPF 501(C)(13) COMMON TRUSTEE
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    RICHARD J STERN FOUNDATION FOR THE ARTS
     
    COMMERCE BANK TRUSTEE
    EIN:
    43-6313811
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3M COMPANY NT 2.875% 10/15/27 104,355 100,977
    ABBOTT LABS NT 6.15% 11/30/37 64,740 77,163
    ACE INA HOLDINGS NT 3.35% 5/3/26 107,030 102,686
    AFLAC INC NT 3.625% 11/15/24 84,914 85,111
    AMER CENT SM CAP GRWTH-Y 575,000 471,338
    AMERIPRISE FINANCIAL NT 3% 4/2/25 106,901 97,649
    APPLE INC NT 1.8% 9/11/24 79,818 77,502
    AUTOMATIC DATA NT 3.375% 9/15/25 84,907 84,999
    BAIRD AGGREGATE BOND FUND IS 647,424 576,119
    BANK OF AMERICA NT V/R 4/23/40 100,000 87,925
    BANK OF MONTREAL NT 1.5% 1/10/25 109,942 103,809
    BANK OF NY MELLON NT 0.75% 1/28/26 99,785 90,029
    BAPTIST HLTH FL NT 4.342% 11/15/41 80,639 74,324
    BP CAP MARKET AMER NT 3.796% 9/21/25 100,000 100,333
    BRECKSVILLE OH S/D GO 0% 12/1/28 61,302 61,294
    BURLINGTON NORTH NT 3.9% 8/1/46 99,199 88,787
    CANADIAN NATL RAIL NT 4.45% 1/20/49 99,986 95,013
    CATERPILLAR FINL NT 0.25% 3/1/23 109,905 108,232
    CINTAS CORPORATION NT 4% 5/1/32 99,943 98,207
    CISCO SYSTEMS NT 2.2% 9/20/23 49,897 49,569
    CONS EDISON NY NT 5.3% 3/1/35 76,061 72,678
    CSFB 2003-19 CL 1A4 5.25% 7/25/33 6,101 6,644
    CWALT 2004-18CB CL 3A1 5.25% 9/25/19 234 231
    DMSI 2004-2 CL A6 V/R 1/25/34 22 23
    DODGE & COX INCOME FD 296,377 280,865
    DUKE ENERGY NT 3.8% 7/15/28 74,861 73,288
    EL PASO TX TXBL GO 5% 8/15/38 74,535 76,652
    ENTERGY ARKANSAS NT 3.5% 4/1/26 79,737 78,916
    ERP OPER NT 2.5% 2/15/30 109,448 96,131
    EXXON MOBIL CORP NT 4.114% 3/1/46 60,000 54,710
    FHLMC GOLD POOL # A27987 5% 7/1/34 4,417 4,529
    FHLMC GOLD POOL # G60923 4% 4/1/47 12,351 11,779
    FHLMC GOLD POOL # V82515 3.5% 6/1/46 25,326 24,196
    FHLMC POOL # 781530 V/R 5/1/34 924 986
    FHR 2021-5081 CL QA 2% 12/25/50 101,678 88,019
    FHR 2021-5103 CL LK 1.5% 5/25/41 80,535 72,952
    FHR 2126 CL CB 6.25% 2/15/29 4,409 4,518
    FHR 3775 CL EM 3.5% 11/15/25 23,635 23,171
    FHR 4666 CL PB 3% 8/15/45 14,429 14,096
    FHR 4754 CL QB 3% 2/15/48 37,369 36,152
    FHR 4844 CL HV 4.5% 4/15/37 6,223 6,029
    FLORIDA PWR & LT NT 5.69% 3/1/40 84,886 94,208
    FM SCRT 2017-3 CL MA 3% 7/25/56 41,898 40,382
    FN UMBS POOL #BO1277 3% 7/1/49 61,287 53,785
    FN UMBS POOL #MA3933 2.5% 2/1/40 36,844 33,528
    FN UMBS POOL #MA4072 2.5% 7/1/40 53,987 47,696
    FN UMBS POOL #MA4204 2% 12/1/40 97,464 84,035
    FNMA 2018-83 CL LH 4% 11/25/48 15,973 15,361
    FNMA NT 0.42% 11/18/24 120,000 112,582
    FNMA NT 2.625% 9/6/24 84,140 84,231
    FNMA POOL # 334595 7.5% 11/1/23 248 233
    FNMA POOL # 675570 6% 12/1/32 1,118 1,143
    FNMA POOL # 735648 V/R 02/01/34 3,964 3,957
    FNMA POOL # 816308 V/R 2/1/35 1,845 1,832
    FNMA POOL # 817330 V/R 7/1/35 3,708 3,669
    FNMA POOL # AZ2331 3.5% 7/1/45 33,201 31,039
    FNMA POOL # BA2925 4% 12/1/45 13,427 12,487
    FNMA POOL # BE9567 3.5% 4/1/47 26,779 25,525
    FNMA POOL # MA2114 3.5% 12/1/44 19,079 17,788
    FNMA POOL # MA2354 3.5% 8/1/35 21,900 20,892
    FNMA POOL #AJ3284 3.5% 10/1/26 28,877 27,172
    FNMA POOL #BM4874 V/R 11/1/48 14,323 14,038
    FNMA POOL #MA2947 2.5% 2/1/32 32,415 30,436
    FNR 2003-117 CL KB 6% 12/25/33 45,306 47,892
    FNR 2003-14 CL AP 4% 3/25/33 298 296
    FNR 2006-77 CL PC 6.5% 8/25/36 6,412 6,062
    FNR 2011-111 CL ME 4% 11/25/41 34,542 33,023
    FNR 2015-19 CL CA 3.5% 1/25/43 28,267 27,829
    FNR 2016-16 CL PD 3% 12/25/44 9,074 8,830
    FNR 2019-25 CL PD 2.5% 5/25/48 69,313 65,400
    FNR 2021-3 CL PH 1.25% 2/25/51 104,761 86,941
    FR UMBS POOL #RB5095 2% 12/1/40 100,792 86,887
    FRANKLIN RES INC NT 2.85% 3/30/25 84,853 82,781
    GNMA POOL # 622123 5.5% 10/15/33 5,086 5,349
    GNR 2014-131 CL DM 3% 2/20/44 17,184 16,704
    GNR 2020-24 CL AC 2.35% 2/16/61 91,259 81,659
    GONZAGA UNIV NT 4.158% 4/1/46 50,000 43,677
    HOUSTON TX TXBL GO 4.061% 3/1/35 111,763 98,479
    JOHN DEERE CAP NT 1.7% 1/11/27 89,949 82,136
    JPMORGAN CHASE NT V/R 1/23/29 70,000 65,475
    MASTERCARD INC NT 2.95% 6/1/29 109,848 103,066
    MICROSOFT CORP NT 2.375% 5/1/23 79,731 79,739
    MITSUBISHI FIN NT 3.455% 3/2/23 116,915 110,152
    MLMI 2005-A7 CL 2A1 5.4005% 9/25/35 5,701 4,960
    MORGAN STANLEY NT V/R 1/23/30 104,171 102,020
    NATL RURAL UTIL NT 2.95% 2/7/24 99,805 98,959
    NEVADA POWER NT 6.75% 7/1/37 106,841 92,975
    NW NATURAL GAS NT 3.869% 6/15/49 100,000 82,750
    NY NY TXBL GO 1.7% 8/1/22 75,267 79,982
    OH ST TXBL UNIV DAYTON 3.5% 12/1/24 75,000 74,762
    OR ST UNIV TXBL 4.34% 4/1/44 85,000 82,982
    PACCAR FINL NT 2.15% 8/15/24 109,757 106,943
    PECO ENERGY NT 5.9% 5/1/34 120,993 107,536
    PFIZER INC NT 4% 3/15/49 107,769 84,761
    PPL ELECTRIC UTIL NT 3% 10/1/49 113,069 86,771
    PRAXAIR INC NT 2.65% 2/5/25 106,086 98,143
    ROYAL BK OF CANADA NT 1.15% 6/10/25 110,801 101,769
    SASC 2003-31A 2A7 V/R 10/25/33 8,176 10,143
    SCHWAB SHORT TERM US TREASURY 575,242 575,769
    SHELL INTL NT 4% 5/10/46 88,378 80,142
    SLST 2018-2 CL A1 3.5% 11/25/28 64,633 64,908
    SPIRE MISSOURI NT V/R 12/2/24 110,000 108,931
    SSM HEALTH CARE NT 3.823% 6/1/27 85,000 84,663
    STATE STREET CORP NT V/R 2/7/33 100,000 85,278
    STATOIL NT 6.8% 1/15/28 64,903 55,577
    STRYKER CORP NT 3.375% 5/15/24 79,299 79,579
    TN VALLEY AUTHORITY NT 6.75% 11/1/25 48,105 44,580
    TOSCO CORP NT 8.125% 2/15/30 64,939 60,733
    TRANS-CANADA PL NT 7.25% 8/15/38 70,520 65,308
    TX ST A&M UNIV TXBL 4.772% 5/15/33 75,000 76,106
    U S TREASURY INFL NT .75% 2/15/42 128,785 117,082
    US BANCORP NT 3.15% 4/27/27 79,952 76,983
    US TREASURY BOND 2.25% 8/15/46 178,513 133,176
    US TREASURY BOND 2.75% 8/15/42 130,888 121,242
    US TREASURY BOND 3.875% 8/15/40 56,467 53,936
    US TREASURY NT 0.25% 6/15/23 200,273 194,924
    US TREASURY NT 2% 2/15/25 101,953 97,458
    US TREASURY NT 2.125% 2/29/24 97,109 98,665
    US TREASURY NT 2.25% 11/15/25 247,377 219,218
    US TREASURY NT 2.25% 11/15/27 120,791 119,869
    US TREASURY NT 2.625% 3/31/25 107,441 99,004
    VANGUARD INTM TERM INV G-ADM 701,562 599,719
    VISA INC NT 1.9% 4/15/27 54,845 50,731
    WELLS FARGO & CO NT V/R 10/30/30 115,000 101,129
    WI PUBLIC SERV NT 3.3% 9/1/49 29,966 23,546
    WINNEBAGO IL TXBL GO 4.15% 12/30/27 110,000 111,408
    WW GRAINGER NT 3.75% 5/15/46 74,492 63,542

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    RICHARD J STERN FOUNDATION FOR THE ARTS
     
    COMMERCE BANK TRUSTEE
    EIN:
    43-6313811
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 55,248 67,363
    ABBVIE INC 66,114 68,156
    ADVANCED AUTO PARTS INC 32,327 30,291
    AGILENT TECHNOLOGIES INC 73,518 97,391
    ALNYLAM PHARMACEUTICALS INC 30,942 31,358
    ALPHABET INC CL A 145,393 326,889
    AMAZON COM INC 170,072 286,767
    AMGEN INC 41,516 66,908
    AMPHENOL CORP CL-A 53,026 98,180
    ANSYS INC 69,682 83,752
    APPLE INC 47,093 652,154
    ARISTA NETWORKS INC 99,522 96,552
    ARTISAN MID CAP FUND-INS 897,803 717,336
    ASSURANT INC 84,651 85,561
    BALL CORP 69,805 57,079
    BEST BUY INC 37,188 28,032
    BIO-TECHNE CORP 11,538 29,464
    BLACK KNIGHT INC 31,882 31,060
    BOOZ ALLEN HAMILTON HOLDING 21,911 32,530
    BROADRIDGE FINANCIAL SOL 68,096 88,381
    BRUNSWICK CORPORATION 44,604 30,402
    C H ROBINSON WORLDWIDE INC 26,052 30,918
    CADENCE DESIGN SYSTEMS INC 40,390 97,520
    CAMDEN PPTY TR 32,062 31,603
    CAUSEWAY EMERGING MARKETS-IS 1,322,598 925,846
    CDW CORP/DE 75,785 83,507
    CHARTER COMMUNICATIONS INC A 97,968 67,937
    CHEMED CORP 23,119 30,510
    CHENIERE ENERGY INC 98,214 103,098
    CHIPOTLE MEXICAN GRILL INC CLASS A 25,695 26,145
    CHOICE HOTELS INTL INC 32,056 30,698
    CHURCH & DWIGHT CO INC 70,482 88,490
    CLEARBRIDGE SMALL CAP GR IS 279,155 472,355
    COMMERCE VALUE FUND INSTITUTIONAL 3,064,863 3,763,657
    CONTINENTAL RESOURCES INC OK 27,757 28,754
    COPART INC 64,495 55,960
    COSTAR GROUP INC 26,892 31,111
    CSX CORP 53,967 52,744
    DFA INTL SMALL CO PORTFOLIO 1,057,243 1,056,750
    DFA US LARGE CAP VALUE PORTFOLIO 2,442,050 2,629,553
    DFA US TARGETED VALUE PORTFOLIO 1,267,598 1,304,896
    DOLLAR GENERAL CORP 32,477 67,496
    DOMINOS PIZZA INC 23,121 29,228
    DONALDSON INC 32,644 31,050
    DROPBOX INC 30,311 29,491
    EBAY INC 68,371 52,921
    ENTEGRIS INC 24,276 29,942
    EQUITY LIFESTYLE PROPERTIES 112,790 95,135
    EXELIXIS INC 31,879 29,773
    EXTRA SPACE STORAGE INC 15,540 30,622
    FACTSET RESEARCH SYSTEMS INC 14,138 28,843
    FIDELITY MID CAP VAL INDX 1,600,000 1,364,600
    FISERV INC 42,606 65,838
    FIVE BELOW INC 46,651 28,358
    FLEETCOR TECHNOLOGIES INC 100,132 84,044
    FMC CORP 30,808 31,568
    FORTINET INC 36,731 30,553
    GARTNER GROUP INC 40,204 30,229
    GENPACT LIMITED 28,708 30,711
    GLOBUS MEDICAL INC-A 40,743 30,316
    GODADDY INC CL A 32,034 31,302
    GRACO INC 17,468 30,893
    HARTFORD MIDCAP FUND-F 418,049 468,986
    HILTON WORLDWIDE HOLDINGS INC 97,533 96,396
    HOME DEPOT INC 26,805 65,825
    HONEYWELL INTL INC 64,414 64,310
    HUNT(JB)TRANS SVCS INC 25,448 30,707
    ILLINOIS TOOL WORKS INC 36,858 66,521
    INTUIT 78,609 65,525
    IQVIA HOLDINGS INC 21,893 31,464
    ISHARES RUSSELL 1000 GROWTH ETF 97,784 82,013
    ISHARES RUSSELL 1000 VALUE ETF 929,809 1,920,853
    ISHARES RUSSELL MIDCAP GROWTH ETF 171,728 176,661
    ISHARES RUSSELL MIDCAP VALUE ETF 2,428,542 4,325,765
    JACK HENRY & ASSOCIATES INC 49,708 87,310
    LAMB WESTON HOLDINGS INC 26,712 31,442
    LANDSTAR SYSTEM INC 17,224 30,538
    LAUDER ESTEE COS INC CL A 28,622 67,488
    LAZARD EMERGING MARKETS EQUITY PORT 1,472,163 1,257,950
    LULULEMON ATHLETICA INC 39,997 28,624
    MANHATTAN ASSOCIATES INC 40,391 30,369
    MASTERCARD INCORPORATED CLASS A 21,638 75,715
    MCDONALDS CORP 38,553 66,658
    MCKESSON CORP 65,430 68,504
    METTLER-TOLEDO INTL INC 35,108 86,158
    MFS RESEARCH INTERNAT R6 2,497,947 3,311,186
    MICROSOFT CORP 194,875 613,824
    MKS INSTRS INC 40,342 23,605
    MOLINA HEALTHCARE INC 33,015 33,553
    MONOLITHIC POWER SYSTEMS INC 11,313 26,883
    MORNINGSTAR INC 9,084 27,810
    MSA SAFETY INC 38,243 31,478
    MSCI INC-A 12,255 28,851
    NETAPP INC 101,363 85,791
    NIKE INC CLASS B 62,912 62,853
    NORDSON CORP 17,688 30,366
    NORTONLIFELOCK INC 35,576 30,524
    NVIDIA CORP 82,488 100,049
    OTIS WORLDWIDE CORP 31,414 31,448
    PALO ALTO NETWORKS INC 38,863 91,379
    PAYCHEX INC 9,018 29,606
    PAYCOM SOFTWARE INC 40,090 26,611
    PEPSICO INC 31,028 67,497
    PGIM JENNISON M/C GROWTH CL R6 583,675 334,509
    PIONEER NAT RES CO 64,200 63,578
    POLARIS INC 37,080 28,791
    POOL CORPORATION 18,785 29,855
    PTC INC 20,530 29,775
    PUBLIC STORAGE 40,942 67,224
    RAYMOND JAMES FINL INC 53,431 55,166
    ROCKWELL AUTOMATION INC 88,460 86,700
    ROLLINS INCORPORATED 61,994 101,163
    RPM INC OHIO 61,037 87,379
    SHERWIN WILLIAMS CO 33,357 66,053
    SITEONE LANDSCAPE SUPPLY INC 40,876 30,312
    STARBUCKS CORP 62,433 68,751
    STRYKER CORP 39,446 66,642
    SYNOPSYS INC 7,985 28,852
    T ROWE PR GROWTH STOCK-I 948,196 991,583
    T ROWE PR NEW HORIZONS-I 70,810 103,457
    T ROWE PR OVERSEAS STOCK-I 1,250,000 1,190,392
    TAKE-TWO INTERACTIVE SOFTWARE INC 34,935 28,795
    TERADYNE INC 31,667 29,552
    TESLA MOTORS INC 108,481 144,785
    TEXAS INSTRUMENTS INC 50,381 66,070
    THE HERSHEY COMPANY 18,836 30,122
    THERMO FISHER CORP 22,822 67,910
    TIAA-CREF L/C GROW INDX-INST 704,027 1,454,570
    TIAA-CREF L/C VAL INDX-INST 2,528,027 2,962,205
    TORO CO 14,151 30,695
    TRACTOR SUPPLY COMPANY 14,500 29,078
    TRADEWEB MARKETS INC 31,114 28,665
    TRAVEL AND LEISURE CO 42,911 30,862
    TYLER TECHNOLOGIES INC 24,435 29,923
    UNION PACIFIC CORP 54,327 67,183
    UNITEDHEALTH GROUP INC 59,500 112,999
    VEEVA SYSTEMS INC-CLASS A 41,276 29,706
    VISA INC CLASS A SHARES 31,390 88,601
    WASTE MGMT INC DEL 58,203 68,841
    WATERS CORP 33,317 33,098
    WEST PHARMACEUTICAL SVCS INC 14,298 30,237
    WORKDAY INC-CLASS A 89,940 55,832
    ZEBRA TECHNOLOGIES CORP CL A 25,301 29,395
    ZOETIS INC 54,221 68,756

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    RICHARD J STERN FOUNDATION FOR THE ARTS
     
    COMMERCE BANK TRUSTEE
    EIN:
    43-6313811
    US Government Securities - End of Year Book Value:

    580,365
    US Government Securities - End of Year Fair Market Value:

    540,399
    State & Local Government Securities - End of Year Book Value:


    280,000
    State & Local Government Securities - End of Year Fair Market Value:


    268,240


    TY 2021 InvestmentsOtherSchedule2
    Name:
    RICHARD J STERN FOUNDATION FOR THE ARTS
     
    COMMERCE BANK TRUSTEE
    EIN:
    43-6313811
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLCKRCK SYST MULTI STR-K AT COST 1,450,000 1,446,498
    JPMORGAN HEDGED EQUITY-R6 AT COST 1,542,325 1,449,988

    TY 2021 OtherExpensesSchedule
    Name:
    RICHARD J STERN FOUNDATION FOR THE ARTS
     
    COMMERCE BANK TRUSTEE
    EIN:
    43-6313811
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 68 0   68
    POSTAGE 88 0   88
    DUES & SUBSCRIPTIONS 137 0   137
    PROFESSIONAL DEVELOPMENT 335 0   335


    TY 2021 OtherIncreasesSchedule
    Name:
    RICHARD J STERN FOUNDATION FOR THE ARTS
     
    COMMERCE BANK TRUSTEE
    EIN:
    43-6313811
    Description Amount
    PY BASIS ADJUSTMENT 9,828


    TY 2021 TaxesSchedule
    Name:
    RICHARD J STERN FOUNDATION FOR THE ARTS
     
    COMMERCE BANK TRUSTEE
    EIN:
    43-6313811
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX ESTIMATES 56,000 0   0
    FEDERAL EXCISE TAX 47,000 0   0
    FOREIGN TAX WITHHELD 62 62   0