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 12-01-2021 , and ending 11-30-2022
Name of foundation
THE DREISESZUN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 12545
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OVERLAND PARK, KS66282
A Employer identification number

48-1021776
B Telephone number (see instructions)

(816) 898-3509
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$103,363,111J 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) 23,984,761
2 Check bullet.............
3 Interest on savings and temporary cash investments 198,976 198,976  
4 Dividends and interest from securities... 3,948,570 3,948,570  
5a Gross rents............ 13,414 13,414  
b Net rental income or (loss) 13,414
6a Net gain or (loss) from sale of assets not on line 10 384,319
b Gross sales price for all assets on line 6a 21,387,168
7 Capital gain net income (from Part IV, line 2)... 384,319
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 7,354,142 282,893  
12 Total. Add lines 1 through 11........ 35,884,182 4,828,172  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 22,423 22,423   0
b Accounting fees (attach schedule)....... Click to see attachment 25,540 24,810   0
c Other professional fees (attach schedule).... Click to see attachment 214,682 214,682   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 95,509 20,509   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 50,098 50,098   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 408,252 332,522   0
25 Contributions, gifts, grants paid....... 3,728,350 3,728,350
26 Total expenses and disbursements. Add lines 24 and 25 4,136,602 332,522   3,728,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 31,747,580
b Net investment income (if negative, enter -0-) 4,495,650
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......... 6,151,058 7,941,887 7,941,887
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) 0 Click to see attachment2,995,890 2,987,871
b Investments—corporate stock (attach schedule)....... 11,814,853 Click to see attachment14,632,625 16,485,963
c Investments—corporate bonds (attach schedule)....... 5,163,202 Click to see attachment8,018,981 7,643,660
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 41,059,556 Click to see attachment62,328,672 68,303,730
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) 64,188,669 95,918,055 103,363,111
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment27,429 Click to see attachment9,235
23 Total liabilities (add lines 17 through 22)......... 27,429 9,235
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........ 64,161,240 64,161,240
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 31,747,580
29 Total net assets or fund balances (see instructions)..... 64,161,240 95,908,820
30 Total liabilities and net assets/fund balances (see instructions). 64,188,669 95,918,055
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
64,161,240
2
Enter amount from Part I, line 27a .....................
2
31,747,580
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
95,908,820
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
95,908,820
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 FROM K-1 - DMF TIC PROPERTIES LLC-LTCG P   2022-11-30
b FROM K-1 - 112TH & LAMAR, LLC-LTCL P   2022-11-30
c FROM K-1 - NORTH HAVEN EXPANSION EQUITY OFFSHORE FEEDER LP-STCG P   2022-11-30
d FROM K-1 - NORTH HAVEN EXPANSION EQUITY OFFSHORE FEEDER LP-LTCG P   2022-11-30
e FROM K-1 - NORTH HAVEN TV FEEDER FUND LP-STCL P   2022-11-30
FROM K-1 - NORTH HAVEN TV FEEDER FUND LP-LTCL P   2022-11-30
FROM K-1 - NH TACTICAL VALUE FEEDER (BLOCKED AIV)-LTCG P   2022-11-30
FROM K-1 - BTH DREISESZUN II, LLC P   2022-11-30
JP MORGAN-LONG-TERM CAPITAL GAIN DISTRIBUTION P   2022-11-30
MORGAN STANLEY-LONG-TERM CAPITAL GAIN DISTRIBUTION P   2022-11-30
100,000 SHS MS PLUS SPX 22MH22 P 2020-03-16 2022-03-22
209,526.902 SHS ANGEL OAK MULTI STRAT INC I P   2022-09-21
204,047.672 SHS COHEN & STEERS LOW DUR P&I I P   2022-09-21
149,000 SHS HALLIBURTON CO 3800 *25NV15 P 2018-12-12 2022-02-23
330,099.078 SHS INVESCO EMG MKT LOC DEBT Y P   2022-04-11
4,968.697 SHS MS INSIGHT I P 2021-07-30 2022-09-21
27069.087 SHS T ROWE PRICE NEW ASIA FUND P   2022-09-21
35594 SHS VANGUARD FTSE EMERGING MARKETS P   2022-10-12
232542.734 SHS VOYA FLOATING RATE I P   2022-09-19
692010.80 SHS VOYA STRAT INC OPPPORT I P   2022-09-19
194,173.237 SHS BLACKSTONE REAL ESTATE INCOME TRUST P   2022-11-03
FROM K-1 - BTH DREISESZUN II, LLC P   2022-11-30
STEELPATH FUNDS REMEDIATION LLC P   2021-12-06
(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 43,698     43,698
b     1,624 -1,624
c 103     103
d 270,634     270,634
e     8,482 -8,482
    187 -187
9,748     9,748
29,844     29,844
395,482     395,482
136,079     136,079
1,230,000   1,000,000 230,000
1,902,504   2,285,678 -383,174
1,852,753   1,930,221 -77,468
157,670   144,220 13,450
1,898,070   2,103,579 -205,509
178,078   500,000 -321,922
418,759   426,252 -7,493
1,283,497   1,302,306 -18,809
1,964,986   2,148,368 -183,382
6,331,899   6,894,324 -562,425
2,932,715   2,257,608 675,107
343,110     343,110
7,539     7,539
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       43,698
b       -1,624
c       103
d       270,634
e       -8,482
      -187
      9,748
      29,844
      395,482
      136,079
      230,000
      -383,174
      -77,468
      13,450
      -205,509
      -321,922
      -7,493
      -18,809
      -183,382
      -562,425
      675,107
      343,110
      7,539
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 2 384,319
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 62,490
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 62,490
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 87,741
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 75,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 162,741
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 10 100,251
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet100,251 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, KS
    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. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMRS DEBBIE PATE Telephone no.bullet (816) 898-3509

    Located atbulletP O BOX 12545OVERLAND PARKKS ZIP+4bullet66282
    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)
    Yes
     
    (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
     
    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
    Yes
     
    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
     
    No
    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
    MRS HELENE ABRAHAMS CO-TRUSTEE
    1.00     		0 0 0
    P O BOX 12545
    OVERLAND PARK,KS66282
    MRS BROOKE LEVY CO-TRUSTEE
    1.00     		0 0 0
    P O BOX 12545
    OVERLAND PARK,KS66282
    MRS ERICA FISHER CO-TRUSTEE
    1.00     		0 0 0
    P O BOX 12545
    OVERLAND PARK,KS66282
    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 - ALL CONTRIBUTIONS ARE CASH CONTRIBUTIONS PAID DIRECTLY TO CHARITABLE ORGANIZATIONS. 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 N/A 0
    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
    89,782,234
    b
    Average of monthly cash balances.......................
    1b
    11,122,940
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,184,600
    d
    Total (add lines 1a, b, and c).........................
    1d
    105,089,774
    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
    105,089,774
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,576,347
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    103,513,427
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,175,671
    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
    5,175,671
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    62,490
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    62,490
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,113,181
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,113,181
    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
    5,113,181
    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 5,113,181
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 3,522,787
    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$ 3,728,350
    a Applied to 2020, but not more than line 2a 3,522,787
    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..... 205,563
    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 ..........     		4,907,618
    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).)
    MRS HELENE ABRAHAMS
    MRS BROOKE LEVY
    MRS ERICA FISHER
    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:
    MRS DEBBIE PATE
    P O BOX 12545
    OVERLAND PARK,KS66282
    (816) 898-3509
    bThe form in which applications should be submitted and information and materials they should include:
    BRIEF LETTER FORMAT STATING GENERAL NATURE, GOALS AND PURPOSE OF REQUESTING ORGANIZATION.
    cAny submission deadlines:
    SUBMISSION SHOULD BE MADE BY NOVEMBER 30TH FOR REQUEST FOR FUNDS FOR THE NEXT FISCAL YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS EXCEPT THAT THE ORGANIZATION IS TAX-EXEMPT UNDER IRS 501(C)(3).
    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
    AMERICAN RED CROSS
    6601 WINCHESTER
    KANSAS CITY,MO64133     		N/A TAX-EXEMPT CHARITY PREVENTS AND ALLEVIATES HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS 50,000
    ALLIES FOR EVERY CHILD
    5721 W SLAUSON AVE 140
    CULVER CITY,CA90230     		N/A TAX-EXEMPT CHARITY TO BRING TOGETHER AND STRENGTHEN FAMILIES, CULTIVATING CONDITIONS FOR CHILDREN TO SUCCEED IN LIFE 10,000
    PHASE ONE FOUNDATION
    11726 SAN VICENTE BLVD
    LOS ANGELES,CA90049     		N/A TAX-EXEMPT CHARITY DEDICATED TO SUPPORTING GROUND-BREAKING PHASE I AND PHASE II CLINICAL CANCER RESEARCH, INNOVATIVE EDUCATION AND TREATMENT PROGRAMS, AND FUNDING FORWARD-THINKING LEADERS IN THE SCIENTIFIC AND MEDICAL COMMUNITY 5,000
    COLUMBUS JEWISH FOUNDATION
    1175 COLLEGE AVE
    COLUMBUS,OH43209     		N/A TAX-EXEMPT CHARITY TO INSPIRE, GROW AND SUSTAIN JEWISH LIFE IN COLUMBUS, ISRAEL AND AROUND THE WORLD NURTURING AND CONNECTING OUR VIBRANT, DIVERSE COMMUNITY 5,000
    BETH TEFILLAH
    6529 E SHEA BLVD
    SCOTTSDALE,AZ85254     		N/A TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 95,000
    CURE ADDICTION NOW
    1875 CENTURY PARK E STE 280
    LOS ANGELES,CA90067     		N/A TAX-EXEMPT CHARITY DEDICATED TO THE UNDERSTANDING, TREATMENT AND ULTIMATE CURE OF "DRUG ADDICTION", SCIENTIFICALLY KNOWN AS SUBSTANCE USE DISORDER (SUD) WHILE SIMULTANEOUSLY ADDRESSING THE IMPORTANCE OF MENTAL HEALTH AS AN INTEGRAL PART OF THE SOLUTION 225,000
    CARING FOR KIDS
    8000 BONHOMME AVE UNIT 214
    CLAYTON,MO63105     		N/A TAX-EXEMPT CHARITY SUPPORTS ST. LOUIS CHILDREN TO ACHIEVE THEIR HIGHEST POTENTIAL 25,000
    CHARLIE'S HOUSE
    2425 CAMPBELL ST
    KANSAS CITY,MO64108     		N/A TAX-EXEMPT CHARITY PARTICIPATES IN AND SPONSORS COMMUNITY-WIDE EVENTS TO PROVIDE HOME SAFETY INFORMATION. 55,000
    CHILDREN'S HOSPITAL COLORADO FOUNDATION
    13123 E 16TH AVE
    AURORA,CO80045     		N/A TAX-EXEMPT CHARITY PROVIDE SUPPORT TO EVERY CHILD WHO NEEDS TREATMENT 75,000
    HYMAN BRAND HEBREW ACADEMY
    5801 W 115TH ST
    OVERLAND PARK,KS66211     		N/A TAX-EXEMPT CHARITY STRIVE TO CULTIVATE A GENERATION OF JEWISH INDEPENDENT AND ETHICAL THINKERS, DETERMINED TO REACH THEIR GREATEST POTENTIAL AND HAVE A POSITIVE IMPACT ON OUR PEOPLE AND THE WORLD 25,000
    HERO THEATRE
    720 KOHLER ST
    LOS ANGELES,CA90021     		N/A TAX-EXEMPT CHARITY SEEK TO USE ART TO MODEL AND BRING ABOUT SOCIAL PROGRESS AND EXAMINE CLASSICAL AND CONTEMPORARY WORKS, ENSURING THAT EQUITY, DIVERSITY AND INCLUSION REMAIN AT THE FOREFRONT 20,000
    VICTORY PROJECT
    2020 BALTIMORE AVE
    KANSAS CITY,MO64108     		N/A TAX-EXEMPT CHARITY AN INITIATIVE OF SPORTING KANSAS CITY, IS DEDICATED TO HELPING CHILDREN THROUGH ALL OF LIFE'S CHALLENGES. THEY SUPPORT CHILDREN IN THE KANSAS CITY AND MIDWEST REGION BY UNITING PLAYERS, ASSOCIATES, FANS, AND COMMUNITY PARTNERS 42,500
    CURTIS SCHOOL
    15871 MULHOLLAND DR
    LOS ANGELES,CA90049     		N/A TAX-EXEMPT CHARITY EDUCATION OF CHILDREN 20,000
    CROSSROADS SCHOOL
    1714 21ST ST
    SANTA MONICA,CA90404     		N/A TAX-EXEMPT CHARITY URBAN SCHOOL WITH A FOUNDING COMMITMENT TO THE "GREATER COMMUNITY." 120,000
    CRAYON COLLECTION
    722 PIER AVE
    SANTA MONICA,CA90401     		N/A TAX-EXEMPT CHARITY TO INSPIRE A COMMITMENT TO ENVIRONMENTAL CONSCIOUSNESS AND THE INFUSION OF ART EDUCATION IN UNDERFUNDED SCHOOLS 87,000
    INTERNATIONAL COMMUNITY FOUNDATION
    2505 N AVE
    NATIONAL CITY,CA91950     		N/A TAX-EXEMPT CHARITY WE WORK ACROSS BORDERS TO CONNECT PEOPLE, IDEAS, AND SMARTER INVESTMENTS IN THE TRANSFORMATIVE POWER OF COMMUNITY 5,000
    FIRST PLACE ARIZONA
    3001 N 3RD ST
    PHOENIX,AZ85012     		N/A TAX-EXEMPT CHARITY PROMOTES INDEPENDENT LIVING & IMPROVING QUALITY OF LIFE FOR ADULTS WITH AUTISM, ASPERGER'S, DOWN SYNDROME & MORE 100,000
    REIGNING GRACE YOUTH RANCH
    28614 N 172
    RIO VERDE,AZ85263     		N/A TAX-EXEMPT CHARITY MINISTRY THAT EXISTS TO DISCOVER; THE RESTORATION OF RESCUED HORSES, REDEMPTION OF THE FAMILY, AND BRINGING HOPE INTO THE COMMUNITY BY CREATING A SUSTAINABLE FUTURE IN AN AUTHENTIC CHRISTIAN RANCH ENVIRONMENT 25,000
    IAN'S FRIENDS FOUNDATION
    855 MARSEILLES DR
    ATLANTA,GA30327     		N/A TAX-EXEMPT CHARITY TO FUND INNOVATIVE RESEARCH FOCUSED ON THE IMMEDIATE NEED TO DEVELOP GROUNDBREAKING THERAPEUTIC METHODOLOGIES TO TREAT AND CURE PEDIATRIC BRAIN TUMORS 2,350
    HARRY TRUMAN GOOD NEIGHBOR AWARD FOUNDATION
    PO BOX 755
    SHAWNEE MISSION,KS66201     		N/A TAX-EXEMPT CHARITY STRIVE TO IMPROVE AND FOSTER FRIENDLY RELATIONS AMONG ALL NATIONS, RACES, AND RELIGIONS. PROMOTE THE QUALITIES OF GOOD CITIZENSHIP, PATRIOTISM, PUBLIC SERVICE, COURAGE, AND SELF-RELIANCE OF HARRY S. TRUMAN 11,000
    HADASSAH - UKRAINE MEDICAL HUMANITARIAN MISSION
    40 WALL STREET
    NEW YORK,NY10005     		N/A TAX-EXEMPT CHARITY ASSUME A LEADING ROLE IN CARING FOR THE UKRAINIAN REFUGEES FLEEING THE BOMBINGS IN THEIR HOME CITIES 50,000
    STEELE RESEARCH CENTER
    4455 E CAMELBACK RD
    PHOENIX,AZ85018     		N/A TAX-EXEMPT CHARITY DEDICATED TO IMPROVING CHILDREN'S HEALTH THROUGH BASIC SCIENCE RESEARCH, TRANSLATIONAL RESEARCH AND CLINICAL RESEARCH 7,500
    DONATE TO ISRAEL - JEWISH NATIONAL FUND
    42 E 69TH ST
    NEW YORK,NY10021     		N/A TAX-EXEMPT CHARITY TO ENSURE A STRONG, SECURE, AND PROSPEROUS FUTURE FOR THE LAND AND PEOPLE OF ISRAEL 20,000
    JEWISH COMMUNITY CENTER
    5801 W 115TH ST
    OVERLAND PARK,KS66211     		N/A TAX-EXEMPT CHARITY IMPROVEMENT OF LIFE, EDUCATION, AND FAMILY SERVICES FOR JEWISH FAMILIES 100,000
    JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX
    12701 N SCOTTSDALE RD
    SCOTTSDALE,AZ85254     		N/A TAX-EXEMPT CHARITY TO BE AN ENGAGED, VIBRANT, AND SECURE COMMUNITY ROOTED IN JEWISH VALUES. TO ENERGIZE AND SUSTAIN JEWISH LIFE AND LEADERSHIP THROUGHOUT GREATER PHOENIX, IN ISRAEL, AND AROUND THE WORLD 10,000
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH ST 201
    OVERLAND PARK,KS66211     		N/A TAX-EXEMPT CHARITY TO SUSTAIN AND ENHANCE JEWISH LIFE AT HOME AND AROUND THE WORLD. TO INSPIRE GENEROSITY, IMPROVE LIVES, AND STRENGTHEN OUR COMMUNITY WITHIN A FRAMEWORK OF JEWISH VALUES 50,000
    JIMMY MILLER MEMORIAL FOUNDATION
    2711 SEPULVEDA BLVD 331
    MANHATTAN BEACH,CA90266     		N/A TAX-EXEMPT CHARITY PROVIDES ENGAGEMENT IN PHYSICAL ACTIVITY IN THE OCEAN ENVIRONMENT, SPECIFICALLY, THE ACTIVITY OF SURFING AND OCEAN THERAPY SURF SESSIONS 25,000
    KEHILATH ISRAEL SYNAGOGUE
    10501 CONSER
    OVERLAND PARK,KS66212     		N/A TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 10,000
    LL DOG RESCUE
    P O BOX 8545
    SHAWNEE MISSION,KS66208     		N/A TAX-EXEMPT CHARITY SUPPORT MISSION OF THE RESCUE SHELTER 10,000
    LAW COLLEGE ASSOCIATION OF UNIVERSITY OF ARIZONA
    1201 E SPEEDWAY BLVD
    TUCSON,AZ85721     		N/A TAX-EXEMPT CHARITY SUPPORTS QUALIFIED COLLEGE OR UNIVERSITY TO ACHIEVE THEIR TEACHING, RESEARCH AND PUBLIC SERVICE MISSIONS 22,000
    LIBERTY IN NORTH KOREA
    236 EAST 3RD STREET STE 210
    LONG BEACH,CA90802     		N/A TAX-EXEMPT CHARITY RESCUE AND WORK SIDE BY SIDE WITH NORTH KOREAN REFUGEES 100,000
    MICHAEL MAGRO FOUNDATION
    12 JULIAN ST
    HICKSVILLE,NY11801     		N/A TAX-EXEMPT CHARITY SUPPORTS CHILDREN WITH CANCER AND OTHER PEDIATRIC ILLNESSES 45,000
    MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST
    2000 WESTCHESTER AVE
    PURCHASE,NY10577     		N/A TAX-EXEMPT CHARITY ASSIST VARIOUS 501(C)(3) ORGANIZATIONS 476,305
    NANCY DAVIS FOUNDATION - RACE TO ERASE MS
    875 CENTURY PARK E
    LOS ANGELES,CA90067     		N/A TAX-EXEMPT CHARITY SUPPORT THE RESEARCH, TREATMENT AND ULTIMATE CURE OF MS 25,000
    MOUNTAIN RESCUE ASPEN
    37925 CO-82
    ASPEN,CO81611     		N/A TAX-EXEMPT CHARITY DEDICATED TO SAVING LIVES THROUGH BACKCOUNTRY RESCUE AND MOUNTAIN SAFETY EDUCATION 5,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		N/A TAX-EXEMPT CHARITY PROVIDES TREATMENT OF PATIENTS WITH RESPIRATORY, CARDIAC, IMMUNE AND RELATED DISORDERS, AND MEDICAL RESEARCH 155,000
    THE NATIONAL TAY-SACHS AND ALLIED DISEASES ASSOCIATION
    2001 BEACON ST 204
    BRIGHTON,MA02135     		N/A TAX-EXEMPT CHARITY FOCUS ON FUNDING RESEARCH, SUPPORTING OVER 500 FAMILIES AND INDIVIDUALS WORLDWIDE, AND RAISING AWARENESS TO PREVENT DISEASE 10,000
    NEW YORK UNIVERSITY
    383 LAFAYETTE STREET 3RD FLOOR
    NEW YORK,NY10003     		N/A TAX-EXEMPT CHARITY SUPPORTS QUALIFIED COLLEGE OR UNIVERSITY TO ACHIEVE THEIR TEACHING, RESEARCH AND PUBLIC SERVICE MISSIONS 30,000
    PHOENIX THEATRE COMPANY
    1825 N CENTRAL AVE
    PHOENIX,AZ85004     		N/A TAX-EXEMPT CHARITY TO CREATE EXCEPTIONAL THEATRICAL EXPERIENCES BY USING THE ARTS TO ARTICULATE MESSAGES THAT INSPIRE HOPE AND UNDERSTANDING 75,000
    LEVEL UP LA
    1111 FISKE ST
    PACIFIC PALISADES,CA90272     		N/A TAX-EXEMPT CHARITY TO STRENGTHEN UNDER-RESOURCED LOS ANGELES COMMUNITY SCHOOLS BY PROVIDING FINANCIAL SUPPORT THAT HELPS TO LEVEL UP THE PRIMARY SCHOOLS EDUCATIONAL EXPERIENCE 2,500
    PEDAGOGICAL INSTITUTE OF LOS ANGELES
    PO BOX 26066
    LOS ANGELES,CA90026     		N/A TAX-EXEMPT CHARITY PROVIDING QUALITY EDUCATION TO SUPPORT CHILDREN AND TEACHERS IN UNDERSERVED COMMUNITIES THROUGHOUT LOS ANGELES AND IN REFUGEE SETTLEMENTS ABROAD 15,000
    PHOENIX COUNTY DAY SCHOOL
    3901 E STANFORD DR
    PARADISE VALLEY,AZ85253     		N/A TAX-EXEMPT CHARITY PREPARES PROMISING STUDENTS TO BECOME RESPONSIBLE LEADERS AND LIFELONG LEARNERS THROUGH AN EDUCATION THAT EMPHASIZES INTELLECTUAL ENGAGEMENT, INDEPENDENCE, COLLABORATION, CREATIVITY, AND INTEGRITY 520,000
    PRESENT NOW
    2716 OCEAN PARK BLVD 2000
    SANTA MONICA,CA90405     		N/A TAX-EXEMPT CHARITY PROVIDE DISADVANTAGED CHILDREN WITH BOTH ESSENTIAL GOODS AND SPECIALTY ITEMS 169,150
    PROMISES FOUNDATION
    INGLEWOOD BLVD
    LOS ANGELES,CA90066     		N/A TAX-EXEMPT CHARITY COMMITTED TO RESTORING HOPE FOR FAMILIES BY CREATING A SAFE ENVIRONMENT FOR MOTHERS AND THEIR CHILDREN 75,000
    ARIZONA FOUNDATION FOR WOMEN
    2201 E CAMELBACK RD
    PHOENIX,AZ85016     		N/A TAX-EXEMPT CHARITY TO ADVANCE THE STATUS OF ARIZONA'S WOMEN THROUGH RESEARCH, ADVOCACY AND PHILANTHROPY 35,000
    SHALOM PARK
    14800 E BELLEVIEW DR
    AURORA,CO80015     		N/A TAX-EXEMPT CHARITY PROVIDE SKILLED CARE TO PEOPLE WHO RESIDE AT THE SHALOM PARK NURSING HOME 25,000
    THE SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER
    300 N 18TH ST
    PHOENIX,AZ85006     		N/A TAX-EXEMPT CHARITY RESEARCH AND LEARNING RESOURCES FOR PEOPLE WITH AUTISM 100,000
    TEMPLE SINAI
    3509 S GLENCOE ST
    DENVER,CO80237     		N/A TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 146,000
    TORAH LEARNING CENTER
    8800 W 103RD ST
    OVERLAND PARK,KS66212     		N/A TAX-EXEMPT CHARITY OFFERS INNOVATIVE AND UNIQUE JEWISH PROGRAMMING AND EDUCATION 85,000
    WESTSIDE GUILD OF CHILDREN'S HOSPITAL
    531 ARBRAMAR AVE
    PACIFIC PALISADES,CA90272     		N/A TAX-EXEMPT CHARITY SUPPORTS CHILDREN'S HOSPITAL LOS ANGELES AND ITS MISSION OF SUPPORTING OUR COMMUNITY, ESPECIALLY UNDERSERVED POPULATIONS, INNOVATIVE RESEARCH AND TRAINING FUTURE PEDIATRIC LEADERS 2,500
    VILLAGE SHALOM
    5500 W 123RD ST
    OVERLAND PARK,KS66209     		N/A TAX-EXEMPT CHARITY SUPPORT THE GENERAL NEEDS OF THE RESIDENTS 50,000
    CITY OF PHOENIX PEDIATRIC HEALTHCARE INITIATIVE
    1919 E THOMAS RD AMBULATORY
    BUILDING
    PHOENIX,AZ85016     		N/A TAX-EXEMPT CHARITY SUPPORTS THE SPREAD OF QUALITY PEDIATRIC CARE AND ITS DEVELOPMENT AND PROGRESS IN LOW AND MIDDLE-INCOME COUNTRIES 35,000
    PARDES JEWISH DAY SCHOOL
    12753 N SCOTTSDALE RD
    SCOTTSDALE,AZ85254     		N/A TAX-EXEMPT CHARITY KINDERGARTEN THROUGH EIGHTH GRADE EDUCATION IN A COMMUNITY INFUSED WITH JEWISH VALUES 25,000
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DR 200
    RYE BROOK,NY10573     		N/A TAX-EXEMPT CHARITY FUNDS LIFESAVING BLOOD CANCER RESEARCH AROUND THE WORLD, PROVIDES FREE INFORMATION AND SUPPORT SERVICES, AND IS THE VOICE FOR ALL BLOOD CANCER PATIENTS SEEKING ACCESS TO QUALITY, AFFORDABLE, COORDINATED CARE 7,500
    HOPE OF THE VALLEY
    PO BOX 7609
    MISSION HILLS,CA91346     		N/A TAX-EXEMPT CHARITY TO PREVENT, REDUCE AND ELIMINATE POVERTY, HUNGER AND HOMELESSNESS 50,000
    ANNE FRANK CENTER
    1325 6TH AVE 28TH FLOOR
    NEW YORK,NY10019     		N/A TAX-EXEMPT CHARITY TO HONOR ANNE FRANK AND THE CONTINUING RELEVANCE OF HER DIARY TO EDUCATE YOUNG PEOPLE AND COMMUNITIES IN THE US ABOUT THE DANGERS OF INTOLERANCE, ANTI-SEMITISM, RACISM, AND DISCRIMINATION, AND TO INSPIRE EVERY GENERATION TO BUILD A WORLD BASED ON MUTUAL RESPECT 50,000
    GENTRY FOUNDATION
    7600 N 16TH ST
    PHOENIX,AZ85020     		N/A TAX-EXEMPT CHARITY TO SEEK OUT AND IDENTIFY YOUNG CHILDREN THROUGHOUT ARIZONA WHO MAY BE IMPACTED BY AN AUTISM SPECTRUM DISORDER AND OFFER THESE CHILDREN ACCESS TO FREE, HIGH QUALITY, EVALUATIONS WHICH ARE NECESSARY TO QUALIFY FOR AND BEGIN INTERVENTION 7,500
    STEPHEN WISE TEMPLE
    15500 STEPHEN S WISE DR
    LOS ANGELES,CA90077     		N/A TAX-EXEMPT CHARITY WE PROVIDE ESSENTIAL SERVICES TO CHILDREN IN FOSTER CARETHROUGH OUR PROGRAMS PROMOTING SAFETY, PERMANENCY, AND HEALTH 5,545
    PLAYMAKER FUTBOL ACADEMY
    14013 N 80TH PL
    SCOTTSDALE,AZ85260     		N/A TAX-EXEMPT CHARITY TO CREATE AND IMPLEMENT AN UNSURPASSED SOCCER DEVELOPMENT PROGRAM USING OUR OWN METHODOLOGIES THAT INVOLVE A LONG-TERM APPROACH TO THE GROWTH AND DEVELOPMENT OF YOUTH SOCCER PLAYERS 4,000
    DENVER JEWISH DAY SCHOOL
    2450 S WABASH ST
    DENVER,CO80231     		N/A TAX-EXEMPT CHARITY PREPARES AND INSPIRES JEWISH STUDENTS THROUGH AN EXTRAORDINARY SECULAR AND JUDAIC EDUCATION TO LIVE PURPOSEFULLY, ACT ETHICALLY, AND THRIVE IN THE WORLD 25,000
    NATIONAL FOSTER YOUTH INSTITUTE
    3550 WILSHIRE BLVD
    LOS ANGELES,CA90010     		N/A TAX-EXEMPT CHARITY AIM TO TRANSFORM THE CHILD WELFARE SYSTEM BY BUILDING A NATIONAL GRASSROOTS MOVEMENT LED BY FOSTER YOUTH AND THEIR FAMILIES 20,000
    PHOENIX ART MUSEUM
    1625 NORTH CENTRAL AVE
    PHOENIX,AZ95004     		N/A TAX-EXEMPT CHARITY TO ENRICH LIVES, SHAPE A COMMUNITY, AND BRING US CLOSER TOGETHER DESPITE OUR DIFFERENCES 20,000
    BARROW NEUROLOGICAL FOUNDATION
    2910 N 3RD AVE
    PHOENIX,AZ85013     		N/A TAX-EXEMPT CHARITY TO BE THE CATALYST OF OUR DONORS' PASSION FOR TRANSFORMATION BY PROVIDING THE RESOURCES FOR BARROW NEUROLOGICAL INSTITUTE TO ACHIEVE ITS MISSION OF SAVING HUMAN LIVES THROUGH INNOVATIVE TREATMENT, GROUNDBREAKING, CURATIVE RESEARCH AND EDUCATING THE NEXT GENERATION OF THE WORLD'S LEADING NEURO CLINICIANS 25,000
    Total .................................bullet 3a 3,728,350
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 198,976  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 13,414  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 384,319  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aNONTAXABLE DIST.FROM SHERMAN W DREISESZUN MAR. TR.PER NOTICE 2004-35     		    01 7,071,249  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 11,899,421 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,899,421
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE DREISESZUN FAMILY FOUNDATION
     
    Employer identification number

    48-1021776
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE DREISESZUN FAMILY FOUNDATION
          		Employer identification number
    48-1021776
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SHERMAN DREISESZUN MARITAL TRUST
     
    PO BOX 12545
     
    OVERLAND PARK, KS662822545

    		$ 5,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    SHERMAN DREISESZUN MARITAL TRUST
     
    PO BOX 12545
     
    OVERLAND PARK, KS662822545

    		$ 2,584,937


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    SHERMAN DREISESZUN MARITAL TRUST
     
    PO BOX 12545
     
    OVERLAND PARK, KS662822545

    		$ 5,011,328


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    SHERMAN DREISESZUN MARITAL TRUST
     
    PO BOX 12545
     
    OVERLAND PARK, KS662822545

    		$ 4,975,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    SHERMAN DREISESZUN MARITAL TRUST
     
    PO BOX 12545
     
    OVERLAND PARK, KS662822545

    		$ 853,942


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    SHERMAN DREISESZUN MARITAL TRUST
     
    PO BOX 12545
     
    OVERLAND PARK, KS662822545

    		$ 755,789


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    THE DREISESZUN FAMILY FOUNDATION
          		Employer identification number
    48-1021776
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    SHERMAN DREISESZUN MARITAL TRUST
     
    PO BOX 12545
     
    OVERLAND PARK, KS662822545

    		$ 5,428,751


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE DREISESZUN FAMILY FOUNDATION
          		Employer identification number

    48-1021776
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 24.50% MEMBERSHIP INTEREST IN POTOMAC EAST L.P. $ 2,584,937 2021-12-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 559,300 SHS PGIM SHORT DURATION HIGH YIELD INC Z (HYSZX) $ 5,011,328 2021-12-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 500,000 SHS VOYA STRAT INC OPPORT I (IISIX) $ 4,975,000 2021-12-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 25% MEMBERSHIP INTEREST IN H-M PROPERTIES, LLC $ 853,942 2022-01-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 25% MEMBERSHIP INTEREST IN MISSISSIPPI PROPERTIES, LLC (D-M-A TIC) $ 755,789 2022-01-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE DREISESZUN FAMILY FOUNDATION
          		Employer identification number

    48-1021776
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    O'HALLORAN SHERMAN ASSOCIATES, LLC - PREPARATION OF 990-PF AND 0 0   0
    CONSULTATIONS REGARDING COMPLIANCE WITH PRIVATE FDTN RULES AND REGULATIONS 25,540 24,810   0

    TY 2021 GeneralExplanationAttachment
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Identifier Return Reference Explanation
      PART VI-B - 3A THE DREISESZUN FAMILY FOUNDATION ACQUIRED SHARES OF STOCK IN VALLEY VIEW BANCSHARES VIA A BEQUEST. DURING THE YEAR ENDED 11/30/21, VALLEY VIEW BANCSHARES REDEEMED SEVERAL SHARES OF BANK STOCK. AS A RESULT, THE OWNERSHIP HELD BY THE DREISESZUN FAMILY FOUNDATION INCREASED TO A MORE THAN 2% INTEREST IN THE BUSINESS. AS THE FOUNDATION RECEIVED THE SHARES AS A RESULT OF A CORPORATE READJUSTMENT AND NOT BY A PURCHASE, PURSUANT TO SECTION 4943(C)(6) THE FOUNDATION MEETS THE EXCEPTION AND IS NOT CONSIDERED AS HAVING EXCESS BUSINESS HOLDINGS.
      PART VI-B - 1A(1) DURING THE YEAR, THE FOUNDATION ENGAGED IN AN INDIRECT SALE OF PROPERTY WITH A DISQUALIFIED PERSON. HOWEVER, THE TRANSACTION MET THE EXCEPTION TO SELF-DEALING AS DESCRIBED IN REGULATION SECTION 53.4941(D) - 1(B)(3).

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMGEN INC 3.625% 5/22/24 246,560 246,248
    AMERICAN EXPRESS CO 3.625% 12/5/24 242,043 249,017
    EVERGY METRO INC 3.65% 8/15/25 246,277 245,576
    DUPONT DE NEMOURS INC 4.493% 11/15/25 255,300 248,781
    HALIBURTON CO 3.8% 11/15/25 97,760 98,940
    ROYAL BANK OF CANADA 4.65% 1/27/26 254,375 251,361
    GILEAD SCIENCE INC 3.65% 3/1/26 244,255 244,617
    LOEWS CORP 3.75% 4/1/26 245,437 245,273
    PRUDENTIAL FINANCIAL INC 6.2% 11/15/40 157,909 141,438
    WELLS FARGO & CO 5.375% 11/2/43 525,355 482,635
    GENERAL MOTORS FIN 5.75% 253,710 215,574
    MS 6.2% WORSTOF CONTINGENT CALLABLE INDU RTY SPX 2,000,000 2,007,700
    FORD MOTOR CO 6.2% 6/1/59 250,000 245,200
    CITI 6% WORSTOF CONTINGENT CALLABLE NDX RTY SPX 1,500,000 1,342,650
    MS 7.65% WORSTOF CONTINGENT DAILY CALLABLE NDX RTY SPX 1,500,000 1,378,650

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Name of Stock End of Year Book Value End of Year Fair Market Value
    7,000 SHARES BANK OF AMERICA CORP 5.375% 175,000 155,750
    10,000 SHARES BANK OF AMERICA CO 4.25% 250,000 177,250
    10,000 SHARES BRIGHTHOUSE FINANCIAL 6.60% 250,000 245,050
    10,000 SHARES CAPITAL ONE FINANCIAL CO 4.375% 250,000 171,900
    10,000 SHARES JPMORGAN CHASE & CO 4.625% 250,000 196,200
    20,000 SHARES JPMORGAN CHASE & CO 5.75% 500,000 485,100
    8,000 SHARES JPMORGAN CHASE & CO 6.00% 200,000 202,120
    6,000 SHARES STIFEL FINANCIAL CORP 6.125% 149,880 145,830
    10,000 SHARES U.S. BANCORP 5.5% 250,000 237,050
    10,000 SHARES WELLS FARGO & CO 4.375% SER-CC 250,000 175,150
    10,000 SHARES WELLS FARGO CO DEP SHS PFD 4.7% 250,000 185,450
    1,702 SHARES BANK OF AMERICA 39,312 64,421
    177,857 SHARES VALLEY VIEW BANCSHARES, INC. 8,000,661 10,383,133
    10,000 SHARES U.S. BANCORP 4.5% DEP PFD 250,000 201,800
    10,000 SHARES BANK OF AMERICA CORP 5.875% 233,112 241,600
    12,546 SHARES GOLDMAN SACHS GRP INC 6.375% 313,558 316,159
    GS DUAL DIRECTIONAL TRIGGER PARTICIPATION NOTE SPX 3,000,000 2,874,000
    1699 SHS LIGHTSPEED COMMERCE, INC 21,102 28,000

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    US Government Securities - End of Year Book Value:

    2,995,890
    US Government Securities - End of Year Fair Market Value:

    2,987,871
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HPS MEZZANINE PRIVATE INVESTORS AT COST 234,673 27,357
    SILVER LAKE PARTNERS IV (SLP IV) AT COST 1,011,838 2,320,965
    GSO PRIVATE INVESTMENTS AT COST 339,862 94,459
    PROVIDENCE PRIVATE INVESTMENTS AT COST 201,351 172,468
    ISHARES MSCI JAPAN AT COST 645,136 759,159
    VANGUARD FTSE EUROPE ETF AT COST 793,811 874,282
    PGIM ABSOLUTE RETURN BD Z AT COST 2,438,237 2,247,239
    ISHARES CORE S&P SMALL CAP E AT COST 1,198,011 1,741,464
    PGIM SH DUR HI YLD INC Z AT COST 7,225,709 6,700,126
    BLACKROCK FLT RTE INC STRAT AT COST 868,521 784,336
    MFS INTL GROWTH I AT COST 500,000 577,653
    CARLYLE ENRG CR OPP II OFF AT COST 287,991 261,938
    GS VINTAGE VII OFFSHORE AT COST 296,545 778,672
    GS VINTAGE VII OFFSHORE CPV AT COST 9,504 5,322
    NH EXP EQUITY OFFSHORE AT COST 921,186 1,510,107
    NH TACTICAL VALUE FEEDER AT COST 744,502 901,793
    PE PREMIER OFFSHR BS SPVIII AT COST 1,272,443 1,914,649
    PE PREMIER OFFSHR BS SPVIII CPV AT COST 101,312 101,312
    GOLDMAN SACHS GQG INTL OPP I AT COST 1,435,363 1,902,415
    JANUS HENDERSON DEV WORLD BD I AT COST 1,068,368 885,902
    COHEN & STEERS TAX ADVAN PFD S AT COST 2,047,940 1,639,323
    PGIM SHORT DUR HIG YLD OPP FD AT COST 1,497,857 1,148,250
    AIP ALT LENDING PLACEMENT AT COST 2,733,588 2,703,385
    BLACKSTONE REIT AT COST 3,174,883 3,016,044
    PARTNERS GROUP PE - A AT COST 2,197,646 2,703,912
    VSS II OFFSHORE FEEDER AT COST 661,048 1,135,860
    VSS II OFFSHORE FEEDER CPV AT COST 43,449 38,899
    112TH & GLENWOOD, LLC AT COST 17,368 28,495
    112TH & LAMAR, LLC AT COST 171,693 262,336
    DMF TIC PROPERTIES, LLC AT COST 277,398 183,218
    PIMCO DYNAMIC INCOME OPRNTS FD AT COST 1,000,000 738,500
    GREENBACKER RENEWABLE ENERGY AT COST 1,349,748 1,507,329
    PE PREMIER BS SPV IX AT COST 52,992 679,721
    SPDR S&P 500 ETF TRUST AT COST 7,661,828 8,808,742
    ISHARES CORE S&P MIDCAP 400 INDEX AT COST 1,076,725 1,978,900
    95Q CORNER PROPERTIES LLC AT COST 1,004 1,342
    BLACKROCK FLOATING RT INC INST AT COST 990,740 986,648
    COHEN & STEERS PREF SEC&INC I AT COST 1,868,867 1,821,650
    GUGGENHEIM FLOATING RT STRAT I AT COST 2,983,656 2,891,031
    JANUS HENDERSON MLT SEC INC I AT COST 1,918,573 1,865,568
    ISHARES 7-10 YR TREASURY BD ETF AT COST 6,305,775 6,253,287
    PE PREMIER BS SPV IX CPV AT COST 26,250 26,250
    NHEE IX OFFSHORE LP AT COST 262,025 235,771
    NHEE IX OFFSHORE LP CPV AT COST 264,440 258,814
    BTH DREISEZUN II, LLC AT COST 8,954 8,954
    H-M PROPERTIES, LLC AT COST 618,863 853,942
    MISSISSIPPI PROPERTIES, LLC (D-M-A TIC) AT COST 299,855 755,789
    POTOMAC EAST, L.P. AT COST 1,221,144 1,041,727
    QUIVIRA PROPERTIES LLC AT COST 0 168,425

    TY 2021 LegalFeesSchedule
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LATHROP GPM LLP - REVIEW OF 990-PF AND LEGAL ADVICE REGARDING COMPLIANCE 0 0   0
    WITH PRIVATE FOUNDATION RULES AND REGULATIONS 22,423 22,423   0


    TY 2021 OtherExpensesSchedule
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FROM K-1 - VINTAGE VI AIV OFFSHORE SCSP - MANAGEMENT FEES 727 727   0
    FROM K-1-NORTH HAVEN EXPANSION EQUITY OFFSHORE FEEDER LP-INVEST INT. EXP 1,125 1,125   0
    FROM K-1-NORTH HAVEN EXPANSION EQUITY OFFSHORE FEEDER LP-INV. EXPENSES 20,001 20,001   0
    FROM K-1-NORTH HAVEN EXPANSION EQUITY OFFSHORE FEEDER LP-INV. EXPENSES 7 7   0
    FROM K-1 - NORTH HAVEN TV FEEDER FUND LP - INVESTMENT EXPENSE 8,392 8,392   0
    FROM K-1-NORTH HAVEN EXPANSION EQUITY OFFSHORE FEEDER LP-MANAGEMENT FEES 4,449 4,449   0
    BANK FEES/PROCESSING FEES/CREDIT CARD FEES 251 251   0
    FROM K-1 - NORTH HAVEN TV FEEDER FUND LP-MANAGEMENT FEES 10,237 10,237   0
    FROM K-1 - NORTH HAVEN TV FEEDER FUND LP - INVEST INT. EXP 891 891   0
    FROM K-1 - NH TACTICAL VALUE FEEDER (BLOCKED AIV)-INVEST INT. EXP 193 193   0
    FROM K-1 - NH TACTICAL VALUE FEEDER (BLOCKED AIV)-INVESTMENT EXPENSE 697 697   0
    FROM K-1 - GREENBACKER RENEWABLE ENERGY COMPANY - INVESTMENT EXPENSE 1,518 1,518   0
    FROM K-1 - BTH DREISESZUN II, LLC - INVESTMENT EXPENSE 615 615   0
    FROM K-1 - BTH DREISESZUN II, LLC - INVESTMENT EXPENSE 575 575   0
    FROM K-1 - VINTAGE VI AIV OFFSHORE SCSP - INVEST EXPENSE 420 420   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM K-1-NH TV FEEDER FD LP-OTHER PORTFOLIO INCOME 5,296 5,296 5,296
    FROM K-1-NORTH HAVEN TACTICAL VALUE FUND(AIV)-OTHER PORTFOLIO INCOME 906 906 906
    FROM K-1-NORTH HAVEN TACTICAL VALUE FUND(AIV)-OTHER INCOME 7,756 7,756 7,756
    FROM K-1-NH TACTICAL VALUE FEEDER (BLOCKED AIV) OTHER INCOME 20,060 20,060 20,060
    MORGAN STANLEY 248,875 248,875 248,875
    NONTAXABLE DIST.FROM SHERMAN W DREISESZUN MAR. TR.PER NOTICE 2004-35 7,071,249   7,071,249


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Description Beginning of Year - Book Value End of Year - Book Value
    QUIVIRA PROPERTIES LLC - PREPAYMENT OF PARTNERSHIP DISTRIBUTIONS 10,162 9,235
    BTH DREISEZUN II, LLC - PREPAYMENT OF PARTNERSHIP DISTRIBUTION 17,267 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES - J.P. MORGAN CHASE BANK, N.A. 2,117 2,117   0
    INVESTMENT FEES - MORGAN STANLEY 212,565 212,565   0


    TY 2021 SubstantialContributorsSch
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Name Address
    SHERMAN DREISESZUN MARITAL TRUST
          		PO BOX 12545
    OVERLAND PARK,KS662822545


    TY 2021 TaxesSchedule
    Name:
    THE DREISESZUN FAMILY FOUNDATION
    EIN:
    48-1021776
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX ON INVESTMENT INCOME 75,000 0   0
    FROM K-1 - 112TH & GLENWOOD, LLC - REAL ESTATE TAXES 540 540   0
    FROM K-1 - 112TH & LAMAR, LLC - REAL ESTATE TAXES 1,604 1,604   0
    FROM K-1 - NORTH HAVEN TV FEEDER FUND LP - FOREIGN TAX PAID 244 244   0
    MORGAN STANLEY - FOREIGN TAX WITHHELD ON INVESTMENTS 14,636 14,636   0
    J.P. MORGAN CHASE BANK, N.A. - TAX EXPENSE 3,485 3,485   0