TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
JOHN SUBLETT LOGAN FOUNDATION INC
CO STEPHEN BRIGGS

Number and street (or P.O. box number if mail is not delivered to street address)2301 B VILLAGE DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ST JOSEPH, MO64506

A Employer identification number

43-6054176

B Telephone number (see instructions)

(816) 232-8411

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$6,203,518J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	12,494		12,494
4	Dividends and interest from securities...	126,822		126,822
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		175,443
b	Gross sales price for all assets on line 6a 2,904,880
7	Capital gain net income (from Part IV, line 2)...			175,443
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........	314,759		314,759
13	Compensation of officers, directors, trustees, etc.	5,000		1,000	4,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	157	31	126
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	45,110	45,110
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,563	1,063
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	217		217
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	52,047		47,204	4,343
25	Contributions, gifts, grants paid.......	268,000			268,000
26	Total expenses and disbursements. Add lines 24 and 25	320,047		47,204	272,343
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-5,288
b	Net investment income (if negative, enter -0-)			267,555
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	100	29	29
	2	Savings and temporary cash investments.........	295,123	69,722	69,722
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	382,847	List of Attached Documents: // Content 120,036	117,248
	b	Investments—corporate stock (attach schedule).......	2,434,096	List of Attached Documents: // Content 2,037,132	3,649,501
	c	Investments—corporate bonds (attach schedule).......	1,502,152	List of Attached Documents: // Content 2,142,631	2,124,322
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........		List of Attached Documents: // Content 236,772	242,696
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,614,318	4,606,322	6,203,518
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	4,614,318	4,606,322
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	4,614,318	4,606,322
	30	Total liabilities and net assets/fund balances (see instructions).	4,614,318	4,606,322

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,614,318

Enter amount from Part I, line 27a .....................

-5,288

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

4,609,030

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

2,708

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,606,322

Form 990-PF (2023)

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	SHORT TERM SALES	P	2023-01-01	2023-01-01
b	LONG TERM SALES	P	2021-01-01	2023-01-01
c	LONG TERM CAPITAL GAIN DISTRIBUTIONS	P	2001-01-01	2023-01-01
d	LONG TERM SALES	P	2001-01-01	2023-01-01
e	187 SPDR GOLD TRUST ETF	P	2022-01-01	2023-09-28
	12000 VANGUARD INTER TERM INV	P	2009-07-30	2023-09-28

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	102,723	104,195	-1,472
b	1,340,532	1,164,347	176,185
c	12,991		12,991
d	1,319,053	1,314,664	4,389
e	32,261	34,991	-2,730
	97,320	111,240	-13,920

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			-1,472
b			176,185
c			12,991
d			4,389
e			-2,730
			-13,920

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	175,443
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 ...................		3	-1,472

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	3,719
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
3	Add lines 1 and 2...........................	3	3,719
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	3,719
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,563
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,563
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	2
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	2,158
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

STEPHEN BRIGGS Telephone no. right arrow

(816) 232-8411

Located at right arrow

2301 VILLAGE DRIVE STE BST JOSEPHMO ZIP+4 right arrow

64506

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, 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 right arrow

Form 990-PF (2023)

Page 5

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 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 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
MICHAEL ABERGER	Director 1.00	500
4701 SOUTH LAKEWOOD DRIVE ST JOSEPH,MO64506	Director 1.00	500
BEN BYRD	Director 1.00	500
2705 LOVERS LANE ST JOSEPH,MO64506	Director 1.00	500
STEPHEN BRIGGS	Director 4.00	3,000
2301 VILLAGE DRIVE SUITE B ST JOSEPH,MO64506	Director 4.00	3,000
E PAT SPEISER	Director 1.00	500
9698 NE COOK RD EASTON,MO64443	Director 1.00	500
BRIAN DICKENS	Director 1.00	500
4807 S COVE DRIVE ST JOSEPH,MO64506	Director 1.00	500

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...................

Form 990-PF (2023)

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............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,792,267

Average of monthly cash balances.......................

200,730

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

5,992,997

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,992,997

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

89,895

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

5,903,102

Minimum investment return. Enter 5% (0.05) of line 5................

295,155

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.)

Minimum investment return from Part IX, line 6..................

295,155

Tax on investment income for 2022 from Part V, line 5.......

3,719

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

3,719

Distributable amount before adjustments. Subtract line 2c from line 1............

291,436

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

291,436

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

291,436

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

272,343

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

272,343

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2023
1 Distributable amount for 2023 from Part X, line 7			291,436
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......	28,527
b From 2019......	10,249
c From 2020......	15,851
d From 2021......	23,318
e From 2022......	15,521
f Total of lines 3a through e ........		93,466
4Qualifying distributions for 2023 from Part
XI, line 4: $ 272,343
a Applied to 2022, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....			272,343
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2023.		19,093	19,093
(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		74,373
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		9,434
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		64,939
10 Analysis of line 9:
a Excess from 2019....	10,249
b Excess from 2020....	15,851
c Excess from 2021....	23,318
d Excess from 2022....	15,521
e Excess from 2023....

Form 990-PF (2023)

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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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 right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2023)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
MISSOURI WESTERN STATE UNIV FOUNDAT 4525 DOWNS DRIVE ST JOSEPH MO,MO64504	NONE	PC	EDUCATION	61,000
NWSU GRADUATE BUSINESS SCHOOL 800 UNIVERSITY DR MARYVILLE,MO64468	NONE	PC	EDUCATION	61,000
UNIV MO BUSINESS SCHOOL 408 CORNELL HALL COLUMBIA,MO65211	NONE	PC	EDUCATION	23,000
UNIV OF MO KC SCHOOL OF BUSINESS 5110 CHERRY ST KANSAS CITY,MO64110	NONE	PC	EDUCATION	31,000
UNIV OF MO KC SCHOOL OF LAW 500 E 52ND ST KANSAS CITY,MO64110	NONE	PC	EDUCATION	31,000
UNIV OF MO SCHOOL LAW 408 CORNELL HALL COLUMBIA,MO65211	NONE	PC	EDUCATION	61,000
Total ................................. 3a				268,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2023)

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	(e) Related or exempt function income (See instructions.)
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	12,494
4 Dividends and interest from securities ....			14	126,822
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	175,443
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) ..				314,759

13Total. Add line 12, columns (b), (d), and (e)..................

314,759

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

JOHN SUBLETT LOGAN FOUNDATION INC

CO STEPHEN BRIGGS

EIN:

43-6054176

Software ID:

23017517

Software Version:

2023v5.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	157	31	0	126

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

JOHN SUBLETT LOGAN FOUNDATION INC

CO STEPHEN BRIGGS

EIN:

43-6054176

Software ID:

23017517

Software Version:

2023v5.1

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ARTISAN HIGH INCOME FUN 1756.98SH
STONE RIDGE HY REINSUR - 7699.887SH
BAIRD AGGREGATE BOND FND-IS -25978.895SH
BLACKROCK HIGH YIELD BOND - 11499.536SH
COMMERCE BOND FUND - 24768.73SH
DODGE & COX INC FUND - 17304.583SH
VANGUARD INTERMEDIATE TERM - 33808.231SH
BANK OF NY MELLON CORP - 5000SH	50,508	49,896
MICROSOFT CORP - 75000SH	74,913	73,206
WELLS FARGO COMPANY - 100000SH	100,590	98,680
25000 APPLE SENIOR NOTE	21,411	21,379
25000 AUTOMATIC DATA PROC NOTE	22,490	22,550
25000 CHEVRON CORP	23,256	23,201
25000 COMCAST CORP NOTE	23,873	23,891
25000 EXXON MOBIL NOTE	22,899	22,741
25000 HERSHEY CO NOTE	25,243	25,173
25000 PUBLIC STORAGE NOTE	21,293	21,483
25000 UNION PACIFIC NOTE	22,047	22,087
25000 UNITED HEALTHCARE NOTE	24,491	24,463
49056.190 BAIRD AGGREGATE BD FD	486,387	483,694
45649.895 COMMERCE BOND FD	823,175	815,764
31387.808 DODGE & COX INCOME FD	400,055	396,114

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

JOHN SUBLETT LOGAN FOUNDATION INC

CO STEPHEN BRIGGS

EIN:

43-6054176

Software ID:

23017517

Software Version:

2023v5.1

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ALPHABET INC CL A - 300SH
ALPHABET INC CL C - 240SH
AMAZON COM INC - 340SH
APPLE IN - 620 SH
BANK OF AMERICA CORP - 483 SH
CENTENE CORP - 81SH
COSTCO WHSL CORP - 45SH
ECOLAB IN - 72SH
INTUIT IN - 17SH
ISHARES CORE SP 500 ETF - 873SH
ISHARES RUSSEL MIDCAP VALUE - 260SH
JP MORGAN CHASE - 259SH
MASTERCARD INC - 18SH
MATCH GROUIP INC NEW - 59SH
META PLATFORMS INC - 22SH
MICRON TECHNOLOGY INC - 110SH
MICROSOFT CORP - 155SH
PAYPAL HOLDINGS INC - 30SH
SALESFORCE COM INC - 27SH
SCHWAB CHARLES CORP - 146SH
TARGETCORP 42SH
TRADE DESK INC THE CLASS A - 120SH
UNITED HEALTH GROUP INC - 65SH
WALMART INC - 42SH
ALBEMARLE CORP - 69SH
ALLSPRING SPECIAL MIDCAP - 575SH
MARATHON PETROLEUM CORP - 155SH
COPART INC - 126SH
ISHARES CORE SP MID CAP - 333SH
ISHARES RUSSEL MIDCAP VALE - 204SH
RINGCENTRAL INC CLASS A - 18SH
STEPHENS MID CAP GROWTH R5 - 822.43SH
TOUCHSTONE MID CAP Y - 1565.044SH
TRANSUNION - 62 SH
VANGAURD MIDCAP INDEX ADM - 203.237SH
ISHARES CORE S P SMALL CAP - 744 SH
CHUBB LTD - 117 SH
ISHARE CORE MSCI EAFE - 725 SH
VANGAURD INTERNATIONAL GROWTH - 13H0.271
BARON EMERG MKT INSTITUTION - 4140.013SH
CAUSEWAY EMERG MKT INSTL - 3513.39SH
ISHARES CORE MSCI EMERG MKT - 481SH
AMERICAN TOWER CORP - 80SH
VANGUARD REAL ESTATE - 609SH
ABBOTT LABS - 225 SH
ALPHABET IN CLASS A - 500SH
ALPHABET INC CLASS C - 600 SH
AMAZON COM INC - 520 SH
AMGEN INC - 115SH
APPLE INC - 944SH
BAXTER INT INC - 415SH
BLACKROCK INC - 25SH
BROADRIDGE FINANCIAL SOL - 130SH
CHARTER COMMUNICATIONS - 40SH
CHEVRON CORP - 260SH
CHUBB LTD - 145SH
CROWN CASTLE INTL CORP - 135SH
DANAHER CORP - 115SH
ELEVANCE HEALTH INC - 80SH
EQT CORPORATION - 495SH
EURONET SVCS INC - 200SH
FISERV INCORPORATED - 310SH
HANESBRAND INC - 151SH
HONEYWELL INTL INC - 180SH
ISHARES NASDAQ BIOTECH INDEX - 385SH
JOHNSON AND JOHNSON - 160SH
JP MORGAN CHASE & CO - 280SH
KEYSIGHT TECH INC - 175SH
LPL FINANCIAL HOLDINGS INC - 145SH
LOWES COMPANIES INC - 65SH
MATERIALS SELECT SECTOR SPDR ETF - 470SH
MCDONALDS CORP - 155SH
MCKESSON CORP - 115SH
MICROSOFT CORP - 525SH
MONDELEZ INTERNATIONAL INC = 635SH
MORGAN STANLEY DEAN WRITER & CO - 305SH
MOTOROLA SOLUTIONS - 120SH
NASDAQ INC - 480SH
NEXTERA ENERGY INC - 250SH
NVENT ELECTRIC PLC ADR - 1020SH
NVIDIA CORP - 220SH
PARKER-HANNIFIN CP - 65SH
PEPSICO INC - 155SH
PIONEER NAT RES CO - 185SH
PROCTOR & GAMBLE CO - 270SH
PROLOGIS INC - 300SH
RAYTHEON TECH CORP - 480SH
REGAL REXNORD CORP - 240SH
STRYKER CORP - 45SH
T-MOBILE US - 255SH
TEXAS INSTRUMENTS INC - 200SH
THERMO FISHER CORP - 45SH
TRUIST FINANCIAL CORP - 545SH
UBER TECHNOLOGIES - 620SH
UNION PACIFIC CORP - 125SH
VALVOLINE INC - 835SH
XCEL ENERGY INC - 505SH
VISA INC CLASS A SHARES - 1135SH
ISHARES RUSSELL MIDCAP VALUE - 1135SH
HARTFORD MIDCAP FUND - 1227.708SH
MFS RESEARCH INTNL FUND R6 - 5920.676SH
320 MATERIALS SELECT SECTOR	18,318	27,373
260 CHEVRON CORP	28,575	38,782
495 EQT CORP	19,723	19,137
174 MARATHON OIL	7,279	25,815
125 PIONEER NAT RES CO	20,312	28,110
51 VERALTO CORP	1,563	4,195
88 ALBEMARLE CORP	8,783	12,714
17 ADOBE INC	5,928	10,142
600 ALPHABET INC CLASS C	7,067	84,558
723 ALPHABET INC CLASS A	8,565	100,996
43 META PLATFORMS	10,173	15,220
10 INTUIT	3,102	6,250
107 MATCH GROUP INC	7,193	3,906
673 MICROSOFT CORP	23,816	253,075
64 SALESFORCE INC	12,708	16,841
23 SERVICENOW INC	10,012	16,249
76 TRADE DESK INC	3,509	5,469
103 ZILLOW GROUP	4,967	5,842
46 APTIV PLC	4,312	4,127
765 NVENT ELECTRIC PLC ADR	26,660	45,204
305 BUILDERS FIRSTSOURCE INC	24,482	50,917
135 HONEYWELL INTL INC	19,150	28,311
65 PARKER-HANNIFIN	20,154	29,946
240 REGAL REXNORD CORP	20,804	35,525
160 CHUBB LTD	29,219	36,160
55 AMERICAN TOWER CORP	2,829	11,873
479 BANK OF AMERICA	8,946	16,128
17 BLACKROCK INC	10,942	13,801
8 EQUINIX INC	5,918	6,443
310 FISERV INC	29,468	41,180
384 JP MORGAN CHASE	5,004	65,318
145 LPL FINANCIAL HOLDINGS	24,119	33,005
18 MASTERCARD INC	5,385	7,677
305 MORGAN STANLEY	13,478	28,441
113 PAYPAL HOLDINGS	11,648	6,939
300 PROLOGIS INC	36,500	39,990
233 CHARLES SCHWAB CORP	9,263	16,030
135 VISA	4,659	35,147
255 TE CONNECTIVITY	35,338	35,828
142 ADVANCED MICRO DEVICES	12,805	20,932
1185 APPLE INC	17,904	228,148
40 BROADCOM INC	23,497	44,650
175 KEYSIGHT TECH	12,200	27,841
120 MOTOROLA SOLUTIONS	20,539	37,571
273 NVIDIA CORP	72,917	135,195
69 PALO ALTO NETWORKS	12,699	20,347
480 RTX CORP	44,138	40,387
200 TEXAS INSTRUMENTS	21,442	34,092
7 TRANSIGM GROUP	5,387	7,081
990 UBER TECHNOLOGIES	32,374	60,954
125 UNION PACIFIC	3,718	30,703
430 AMERICAN ELECTRIC POWER	39,347	34,925
526 NEXTERA ENERGY INC	29,162	31,949
505 XCEL ENERGY INC	33,984	31,265
942 COPART INC	26,033	46,158
26 S&P GLOBAL INC	9,208	11,454
101 AIRBNB INC	12,113	13,750
15 BOOKING HOLDINGS INC	35,976	53,208
40 CHARTER COMMUNICATIONS INC	21,258	15,547
155 MCDONALDS CORP	26,010	45,959
35 NETFLIX.COM	11,295	17,041
835 VAVIOLINE INC	21,660	31,379
581 AMAZON COM INC	16,776	88,277
160 CVS HEALTH CORP	11,322	12,634
17 COSTCO WHSL CORP	1,916	11,221
23 HOME DEPOT	6,655	7,971
155 LOWES COS	21,474	34,495
15 LULULEMON	5,809	7,669
74 TARGET CORP	9,962	10,539
100 WALMART	14,111	15,765
635 MONDELEZ INTL	23,767	45,993
155 PEPSICO	9,649	26,325
270 PROCTER & GAMBLE CO	25,220	39,565
225 ABBOTT LABS	24,680	24,766
115 AMGEN INC	28,494	33,122
154 DANAHER CORP	12,055	35,626
156 EDWARDS LIFESCIENCES	13,842	11,895
101 EXACT SCIENCES	6,810	7,472
75 GILEAD SCIENCES	5,972	6,076
385 ISHARES BIOTECH ETF	50,858	52,302
160 JOHNSON AND JOHNSON	9,721	25,078
395 MERCK & CO	44,816	43,063
45 STRYKER CORP	10,889	13,476
45 THERMO FISHER	5,850	23,886
65 ELEANCE HEALTH INC	17,533	30,651
72 CENTENE CORP	4,670	5,343
34 UNITEDHEALTH GROUP	1,569	17,900
115 MCKESSON CORP	34,620	53,243
255 T-MOBILE US INC	27,289	40,884
4708.064 COMMERCE MIDCAP GROWTH	195,338	204,754
1135 ISHARES RUSSELL MIDCAP VALUE	51,246	131,989
2585.663 INVESCO EQV EMERGING MKTS	82,870	85,663
3213.280 DFA MARKETS PORTFOLIO	82,870	88,462
5920.676 MFS RESEARCH INTL FUND	82,942	130,196

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

JOHN SUBLETT LOGAN FOUNDATION INC

CO STEPHEN BRIGGS

EIN:

43-6054176

Software ID:

23017517

Software Version:

2023v5.1

US Government Securities - End of Year Book Value:

120,036

US Government Securities - End of Year Fair Market Value:

117,248

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

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

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

JOHN SUBLETT LOGAN FOUNDATION INC

CO STEPHEN BRIGGS

EIN:

43-6054176

Software ID:

23017517

Software Version:

2023v5.1

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
12006.736 BLACKROCK SYS MULTI	AT COST	118,386	118,146
4402.618 JPMORGAN HEDGED EQUITY FD	AT COST	118,386	124,550

- TIN:

TY 2023 OtherExpensesSchedule

Name:

JOHN SUBLETT LOGAN FOUNDATION INC

CO STEPHEN BRIGGS

EIN:

43-6054176

Software ID:

23017517

Software Version:

2023v5.1

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK CHARGES	71			71
MISC EXPENSE	146			146

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

JOHN SUBLETT LOGAN FOUNDATION INC

CO STEPHEN BRIGGS

EIN:

43-6054176

Software ID:

23017517

Software Version:

2023v5.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	45,110	45,110	0	0

- TIN:

TY 2023 TaxesSchedule

Name:

JOHN SUBLETT LOGAN FOUNDATION INC

CO STEPHEN BRIGGS

EIN:

43-6054176

Software ID:

23017517

Software Version:

2023v5.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL EXCISE TAX	500
FOREIGN INCOME TAX	1,063	1,063