Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo 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
MCCULLOUGH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)210 W SANTA FE TRAIL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64145
A Employer identification number

43-1909746
B Telephone number (see instructions)

(816) 942-5003
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$10,169,267J 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) 660,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 56,401 56,401  
4 Dividends and interest from securities... 182,221 182,221  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 250,409
b Gross sales price for all assets on line 6a 4,907,140
7 Capital gain net income (from Part IV, line 2)... 250,409
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
List of Attached Documents:
// Content
55    
12 Total. Add lines 1 through 11........ 1,149,086 489,031  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000 30,000   30,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,750 2,375   2,375
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
71,148 71,148    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,961 1,961    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,859 105,484   32,375
25 Contributions, gifts, grants paid....... 555,600 555,600
26 Total expenses and disbursements. Add lines 24 and 25 693,459 105,484   587,975
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 455,627
b Net investment income (if negative, enter -0-) 383,547
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 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............. 27,349 74,054 74,054
2 Savings and temporary cash investments......... 384,100 959,953 959,953
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,143,645 Click to see attachment
List of Attached Documents:
// Content
489,668 		493,984
b Investments—corporate stock (attach schedule)....... 5,640,085 Click to see attachment
List of Attached Documents:
// Content
6,254,542 		8,211,620
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 520,341 Click to see attachment
List of Attached Documents:
// Content
277,554 		429,656
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,715,520 8,055,771 10,169,267
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,715,520 8,055,771
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)..... 7,715,520 8,055,771
30 Total liabilities and net assets/fund balances (see instructions). 7,715,520 8,055,771
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
7,715,520
2
Enter amount from Part I, line 27a .....................
2
455,627
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,171,147
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
115,376
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,055,771
Form 990-PF (2023)
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 BAXTER INTL INC - 595 SHS P 2023-02-22 2023-04-04
b INTERNATIONAL BUS MACHS - 425 SHS P 2016-01-20 2023-02-22
c SIMPSON MANUFACTURING - 300 SHS P 2022-07-22 2023-01-30
d FORTREA HOLDINGS INC - 500 SHS P 2023-07-01 2023-07-05
e ENCORE WIRE CORP - 175 SHS P 2023-04-26 2023-08-22
LABORATORY CORP OF AMER HLDG-200 SHS P 2015-02-18 2023-02-16
CAPITAL ONE FINL CORP - 75 SHS P 2023-02-22 2023-11-06
ISHARES US UTILITIES ETF - 480 SHS P 2020-03-20 2023-11-17
SMITH AO CORP - 400 SHS P 2022-07-13 2023-02-06
CATALENT INC - 550 SHS P 2022-12-09 2023-07-06
EPAM SYSTEMS INC - 125 SHS P 2023-06-27 2023-08-22
UMPQUA HOLDINGS CORP - 6500 SHS P 2021-03-31 2023-03-01
HALLIBURTON CO COM - 925 SHS P 2023-02-22 2023-11-13
LABORATORY CORP AMER HLDGS -140 SHS P 2018-08-07 2023-02-22
JOHN B SANFILIPPO & SON INC -200 SHS P 2022-06-23 2023-02-08
OMNICELL INC - 450 SHS P 2022-12-22 2023-07-06
NEXTERA ENERGY INC - 300 SHS P 2023-06-02 2023-09-05
ANALOG DEVICES INC - 150 SHS P 2021-03-19 2023-04-10
HARTFORD FINL SVCS GROUP - 475 SHS P 2023-02-22 2023-11-06
PNC FINL SVCS GROUP INC - 325 SHS P 2021-03-16 2023-02-22
ALIGN TECHNOLOGY INC - 400 SHS P 2022-05-18 2023-02-13
FORTREA HOLDINGS INC - 750 SHS P 2023-07-01 2023-07-07
SCHWAB GOVT MONEY MKT FD-80000 P 2023-05-16 2023-09-13
US BANCORP - 600 SHS P 2021-11-14 2023-05-08
ISHARES RUSSELL 1000 VAL ETF-3155 SH P 2022-11-04 2023-02-22
PHILLIPS 66 COM - 175 SHS P 2019-01-10 2023-02-22
BP AMOCO PLC ADS - 2200 SHS P 2023-01-12 2023-02-17
SCHWAB GOVT MONEY MKT FD-60000 P 2023-04-28 2023-07-19
LEVI STRAUSS & CO - 2125 SHS P 2023-06-07 2023-09-18
FIRST COMMUNITY CORP - 350 SHS P 2021-07-01 2023-08-04
ISHARES US UTILITIES ETF - 335 SHS P 2023-02-22 2023-11-17
PHILLIPS 66 COM - 15 SHS P 2021-11-15 2023-09-01
GARMIN LTD - 600 SHS P 2022-07-29 2023-02-23
OMNICELL INC - 550 SHS P 2022-12-22 2023-07-18
HANCOCK WHITNEY CORP - 1400 SHS P 2023-03-10 2023-09-19
HANOVER INSURANCE GROUP INC-125 SHS P 2022-08-25 2023-10-03
VANGUARD STAR TOTAL INTL STK FD-400 P 2022-11-04 2023-09-01
RIVERPARK S TRM HY FD - 24414.478 SH P 2021-02-02 2023-01-27
ONTO INNOVATION INC - 400 SHS P 2022-08-16 2023-03-13
MARCUS & MILLICHAP - 450 SHS P 2022-12-23 2023-07-21
MARCUS & MILLICHAP - 1050 SHS P 2022-12-23 2023-09-27
PROSPERITY BANCSHARES INC - 1100 SHS P 2021-06-03 2023-10-03
US TREASURY BILL DUE 5/4/23 - 275000 P 2022-11-08 2023-05-04
SHELL PLC SPON ADS - 500 SHS P 2022-01-14 2023-03-02
SCHWAB GOVT MONEY MKT FD-200000 P 2023-01-26 2023-03-22
SCHWAB GOVT MONEY MKT FD-55699 P 2023-05-16 2023-07-28
NEXTERA ENERGY INC - 1050 SHS P 2023-04-26 2023-09-27
HANOVER INSURANCE GROUP INC -225 SHS P 2022-08-25 2023-10-10
AMGEN INC COM - 65 SHS P 2016-02-08 2023-02-22
CROSSINGBRIDGE LOW DUR HY FD-759.547 P 2020-05-18 2023-01-27
SIMPSON MANUFACTURING - 1000 SHS P 2022-07-20 2023-03-28
EOG RESOURCES INC - 400 SHS P 2023-03-23 2023-08-02
UMH PROPERTIES INC - 3000 SHS P 2022-10-06 2023-10-03
ARCHER DANIELS MIDLAND CO - 35 SHS P 2021-04-23 2023-02-22
TWEEDY BROWNE INTL VAL FD - 3520 SHS P 2018-08-08 2023-02-21
JOHN B SANFILIPPO & SON INC -200 SHS P 2022-06-23 2023-04-10
WILEY & SONS INC - 1400 SHS P 2022-12-19 2023-08-03
WALT DISNEY CO - 75 SHS P 2023-07-31 2023-10-10
ARCHER DANIELS MIDLAND CO - 40 SHS P 2021-04-23 2023-09-01
ZURICH INS GROUP LTD SPONS ADR-25 SH P 2020-01-09 2023-06-14
ONTO INNOVATION INC - 600 SHS P 2022-08-16 2023-04-10
ZEBRA TECHNOLOGIES - 50 SHS P 2022-11-17 2023-08-03
SCHWAB GOVT MONEY MKT FD - 75000 P 2023-07-10 2023-10-25
CAPITAL ONE FINL CORP COM - 20 SHS P 2013-03-04 2023-03-02
US TREASURY BILL DUE 9/7/23 - 340000 P 2022-09-23 2023-01-03
COLUMBIA BANKING SYSTEM INC-3872 SHS P 2023-03-01 2023-05-04
EOG RESOURCES INC - 450 SHS P 2023-03-21 2023-08-04
AMN HEALTHCARE SERVICES INC-50 SHS P 2023-03-07 2023-11-02
CAPITAL ONE FINL CORP COM - 540 SHS P 2013-04-05 2023-11-06
SMITH AO CORP - 250 SHS D 2022-07-15 2023-01-11
SCHWAB GOVT MONEY MKT FD-245837.34 P 2023-03-17 2023-05-19
FIRST HORIZON NATL CORP - 1675 SHS P 2023-03-20 2023-08-08
SCHWAB GOVT MONEY MKT FD - 210000 P 2023-08-29 2023-11-06
DARDEN RESTAURANTS INC COM - 310 SHS P 2020-04-22 2023-02-22
COGNEX CORP - 250 SHS P 2022-06-14 2023-01-17
COHERENT CORP - 300 SHS P 2023-02-23 2023-06-16
ZEBRA TECHNOLOGIES CORP - 200 SHS P 2022-11-17 2023-08-17
SCHWAB VALUE ADVANTAGE MM FD-5573.29 P 2023-11-29 2023-12-30
FIRST HORIZON CORP - 2570 SHS P 2018-08-07 2023-02-22
COGNEX CORP - 2000 SHS P 2022-05-24 2023-01-18
US TREASURY BILL DUE 9/7/23 - 60000 P 2022-09-23 2023-06-23
AVID TECHNOLOGY INC - 950 SHS P 2023-05-31 2023-08-22
COHEN & STEERS INC - 1600 SHS P 2021-04-07 2023-01-18
(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 24,088   24,313 -225
b 55,686   53,516 2,170
c 30,831   32,005 -1,174
d 17,558     17,558
e 27,631   26,889 742
50,921   23,283 27,638
7,903   8,995 -1,092
37,330   30,406 6,924
27,239   22,783 4,456
24,481   25,837 -1,356
30,921   27,797 3,124
114,905   114,905  
35,769   33,158 2,611
33,918   20,303 13,615
18,774   14,039 4,735
31,698   21,474 10,224
14,460   18,635 -4,175
28,412   22,813 5,599
35,165   36,770 -1,605
50,575   57,656 -7,081
129,481   110,232 19,249
24,199     24,199
80,000   80,000  
18,081   35,289 -17,208
490,157   465,091 25,066
17,429   16,026 1,403
88,572   77,984 10,588
60,000   60,000  
28,345   30,373 -2,028
6,747   7,218 -471
26,053   27,824 -1,771
1,754   1,173 581
60,086   56,294 3,792
37,168   26,246 10,922
52,750   59,290 -6,540
13,713   16,590 -2,877
22,320   19,408 2,912
235,600   236,192 -592
32,014   32,707 -693
15,858   15,630 228
30,423   36,471 -6,048
56,966   83,728 -26,762
269,081   269,081  
31,107   24,881 6,226
200,000   200,000  
55,699   55,699  
40,885   61,960 -21,075
24,792   29,863 -5,071
15,452   14,587 865
7,498   7,257 241
104,900   103,824 1,076
52,163   43,039 9,124
40,280   50,085 -9,805
2,877   2,074 803
94,582   97,700 -3,118
19,360   14,039 5,321
48,331   56,731 -8,400
6,358   6,674 -316
3,186   2,064 1,122
1,182   1,030 152
49,578   45,611 3,967
12,489   13,067 -578
75,000   75,000  
2,146   3,115 -969
329,999   327,162 2,837
75,938   35,379 40,559
58,682   48,419 10,263
3,573   4,422 -849
56,901   30,913 25,988
15,537   12,577 2,960
245,837   245,837  
22,306   25,900 -3,594
210,000   210,000  
45,702   21,354 24,348
12,700   10,716 1,984
15,039   13,314 1,725
53,206   52,269 937
5,573   5,573  
63,780   44,616 19,164
102,623   93,734 8,889
59,379   57,734 1,645
25,253   22,724 2,529
116,623   107,364 9,259
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       -225
b       2,170
c       -1,174
d       17,558
e       742
      27,638
      -1,092
      6,924
      4,456
      -1,356
      3,124
       
      2,611
      13,615
      4,735
      10,224
      -4,175
      5,599
      -1,605
      -7,081
      19,249
      24,199
       
      -17,208
      25,066
      1,403
      10,588
       
      -2,028
      -471
      -1,771
      581
      3,792
      10,922
      -6,540
      -2,877
      2,912
      -592
      -693
      228
      -6,048
      -26,762
       
      6,226
       
       
      -21,075
      -5,071
      865
      241
      1,076
      9,124
      -9,805
      803
      -3,118
      5,321
      -8,400
      -316
      1,122
      152
      3,967
      -578
       
      -969
      2,837
      40,559
      10,263
      -849
      25,988
      2,960
       
      -3,594
       
      24,348
      1,984
      1,725
      937
       
      19,164
      8,889
      1,645
      2,529
      9,259
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 2 250,409
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 3 162,898
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 right arrow 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) 1 5,331
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 5,331
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 5,331
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,940
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 13,940
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 8,609
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow8,609 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMO
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrowN/A
14
The books are in care ofright arrowTHOMAS A MCCULLOUGH Telephone no.right arrow (816) 942-5003

Located atright arrow210 W SANTA FE TRAILKANSAS CITYMO ZIP+4right arrow64145
15
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
15
 
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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 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.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
THOMAS A MCCULLOUGH PRES. & DIR.
000.00 		15,000 0 0
210 W SANTA FE TRAIL
KANSAS CITY,MO64145
SHARON E MCCULLOUGH TREAS., SEC.
000.00 		15,000 0 0
210 W SANTA FE TRAIL
KANSAS CITY,MO64145
TODD A MCCULLOUGH DIRECTOR
000.00 		15,000 0 0
301 W 123RD TERRACE
KANSAS CITY,MO64145
KEVIN T MCCULLOUGH DIRECTOR
000.00 		15,000 0 0
10318 MEADOW LANE
LEAWOOD,KS66206
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...................right arrow  
Form 990-PF (2023)
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
9,447,529
b
Average of monthly cash balances.......................
1b
117,859
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,565,388
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
9,565,388
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
143,481
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,421,907
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
471,095
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
471,095
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,331
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,331
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
465,764
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
465,764
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
465,764
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
587,975
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
587,975
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 465,764
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...... 1,523,985
b From 2019...... 1,273,415
c From 2020...... 280,894
d From 2021......  
e From 2022...... 166,423
f Total of lines 3a through e ........ 3,244,717
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 587,975
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)........ 		 
d Applied to 2023 distributable amount..... 465,764
e Remaining amount distributed out of corpus 122,211
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,366,928
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) ... 		1,523,985
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,842,943
10 Analysis of line 9:
a Excess from 2019.... 1,273,415
b Excess from 2020.... 280,894
c Excess from 2021....  
d Excess from 2022.... 166,423
e Excess from 2023.... 122,211
Form 990-PF (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 or
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
         
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).)
THOMAS A MCCULLOUGH
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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)
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)
aPaid during the year

AFRICAN WILDLIFE FDTN

PO BOX 6082
WASHINGTON,DC20077 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 2,000

AMERICAN CANCER SOCIETY

PO BOX 41982
KANSAS CITY,MO64141 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000

AMERICAN DIABETES ASSOC

PO BOX 1834
MERRIFIELD,VA22116 		N/A PC FINCL SUPPORT OF DIABETES RESEARCH 1,000

ASPCA

PO BOX 96929
WASHINGTON,DC20077 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000

ASSOCIATION OF MIRACULOUS MEDAL

1811 W ST JOSEPH STREET
PERRYVILLE,MO63775 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000

BAGS OF FUN

9201 WARD PKWY
KANSAS CITY,MO64114 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 5,000

BENEDICTINE COLLEGE

1020 NORTH 2ND STREET
ATCHINSON,KS66002 		N/A PC FINCL SUPPORT OF EDUCATIONAL ORG. 103,000

BEST FRIENDS ANIMAL SOC

5001 ANGEL CANYON ROAD
KANOB,UT84741 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 2,000

BISHOP SULLIVAN CENTER

6435 TRUMAN RD
KANSAS CITY,MO64126 		N/A PC FINCL SUPPORT OF CHARITABLE CENTER 10,000

BMA FOUNDATION
DANCING WITH THE STARS
901 W 121ST STREET
KANSAS CITY,MO64131 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 10,000

BOYS & GIRLS CLUB

4001 DR MARTIN LUTHER
KING JR BLVD SUITE 102
KANSAS CITY,MO64130 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 5,000

BOYS TOWN

200 FLANAGAN BLVD
PO BOX 6000
BOYS TOWN,NE680109988 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000

BRIAN TARWATER SCHOLARSHIP FUND

1007 W 121ST ST
KANSAS CITY,MO64145 		N/A PC FINCL SUPPORT OF EDUC. FUND 3,500

BRIGHT FUTURES FUND

PO BOX 419037
KANSAS CITY,MO64141 		N/A PC FINCL SUPPORT OF EDUC. FUND 15,000

CATHEDRAL OF THE IMMACULATE CONCEPT

411 W 12TH ST
KANSAS CITY,MO64105 		N/A PC FINCL SUPPORT OF CHURCH 25,000

CATHOLIC CHARITIES OF KC & ST JOE

4991 MARTIN LUTHER KING
JR BLVD
KANSAS CITY,MO64130 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 5,000

CATHOLIC CHARITIES OF NE KANSAS

9720 W 87TH ST
OVERLAND PARK,KS66323 		N/A PC FINCL SUPPORT OF RELIGIOUS ORG. 7,500

CASTLETON RANCH HORSE RESCUE INC

PO BOX 1226
LANCASTER,CA93584 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000

CHILDREN'S MERCY HOSPITAL

2401 GILLHAM RD
KANSAS CITY,MO64108 		N/A PC FINCL SUPPORT OF HOSPITAL 1,000

CONCEPTION SEMINARY

3713 STATE HWY W
CONCEPTION,MO64433 		N/A PC FINCL SUPPORT OF RELIGIOUS ORG. 9,000

CONNECTION POINT CHURCH

501 NE MISSOURI RD
LEES SUMMIT,MO64086 		N/A PC FINCL SUPPORT OF CHURCH 200

CONNELL FAMILY FOUNDATION

3300 W 119TH ST
LEAWOOD,KS66209 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 15,000

CORNERSTONE OF CARE

300 E 36TH
KANSAS CITY,MO64111 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 5,000

DEFENDERS OF WILDLIFE

PO BOX 1553
MERRIFIELD,VA221161553 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000

DON BOSCO CENTER

580 CAMPBELL ST
KANSAS CITY,MO64108 		N/A PC FINCL SUPPORT OF EDUC. ORG. 5,000

EASTER SEALS MIDWEST

2508 NW VIVION RD
KANSAS CITY,MO64118 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000

ELEVATE METRO KC

PO BOX 4477
OVERLAND PARK,KS66294 		N/A PC FINCL SUPPORT OF EDUCATIONAL ORG. 3,000

ENVIRONMENTAL DEFENSE FUND

PO BOX 98051
WASHINGTON,DC20077 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 2,000

EPILEPSY FOUNDATION

2346 E MEYER BLVD
KANSAS CITY,MO64132 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000

FARNAN SPIRITUALITY CENTER

310 E SANTA FE TRAIL
KANSAS CITY,MO64145 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 3,500

FIRST TEE

7501 BLUE RIVER RD
KANSAS CITY,MO64133 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 500

HIGH ASPIRATIONS

6320 BROOKSIDE PLAZA
KANSAS CITY,MO64113 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,200

HUMANE SOCIETY OF GREATER KC

5945 PARALLEL PARKWAY
KANSAS CITY,KS66104 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 2,000

IFAW

PO BOX 97105
WASHINGTON,DC20077 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 2,000

JOUNRNEY TO BETHANY

11818 PENNSYLVANIA
KANSAS CITY,MO64114 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 15,000

JOURNEY TO NEW LIFE

3120 TROOST
KANSAS CITY,MO64109 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 2,000

KANSAS CITY PET PROJECT

7077 ELMWOOD AVE
KANSAS CITY,MO64132 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 2,000

KC HOSPICE

9001 STATE LINE RD 399
KANSAS CITY,MO64114 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 6,000

KEEP THE SPARK ALIVE

12525 GRAND AVN
KANSAS CITY,MO64145 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 7,000

LITTLE SISTERS OF POOR

8745 JAMES A REED RD
KANSAS CITY,MO64138 		N/A PC SUPPORT FOR RELIGIOUS/CHARITABLE ORG 5,000

MERCY HOME

1140 W JACKSON BLVD
CHICAGO,IL60607 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 6,000

MOUNT ST SCHOLASTIC

801 SOUTH 8TH ST
ATCHISON,KS66602 		N/A PC FINCL SUPPORT OF EDUC. ORG. 10,000

NATIONAL KIDNEY FOUNDATION

6405 METCALF 204
OVERLAND PARK,KS66202 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 5,000

NATURE CONSERVANCY

PO BOX 1562
MERRIFIELD,VA221161562 		N/A PC FINCL SUPPORT OF LAND PROTECTIONS 1,000

OPERATION BREAKTHROUGH

3039 TROOST
KANSAS CITY,MO64109 		N/A PC ASSISTANCE FOR FAMILIES IN POVERTY 5,000

OUR LADY OF UNITY SCHOOL

2646 S 34TH ST
KANSAS CITY,KS66106 		N/A PC FINCL SUPPORT OF SCHOOL 2,000

RESURRECTION CATHOLIC SCHOOL

425 N 15TH STREET
KANSAS CITY,KS66102 		N/A PC SUPPORT OF RELIGIOUS/ CHARITABLE ORG 1,500

ROCKHURST HIGH SCHOOL

9301 STATE LINE RD
KANSAS CITY,MO64114 		N/A PC FINCL SUPPORT OF EDUCATIONAL ORG. 104,000

SALVATION ARMY

PO BOX 414077
KANSAS CITY,MO64141 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 2,000

SERRA CLUB

12615 PARALLEL PKWY
KANSAS CITY,KS66109 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000

SETON CENTER

2816 EAST 23RD STREET
KANSAS CITY,MO64127 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 500

SHAREWAVES FOUNDATION
RADIO STATION 810
6721 W 121ST ST
OVERLAND PARK,KS66209 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 5,000

SISTERS OF ST JOSEPH

6400 MINNESOTA
ST LOUIS,MO63111 		N/A PC FINCL SUPPORT OF RELIGIOUS ORG. 1,000

SISTERS OF ST JOSEPH OF CARONDELET

507 E 117TH ST
KANSAS CITY,MO64131 		N/A PC FINCL SUPORT OF PUBLIC CHARITY 5,000

SISTERS SERVANTS OF MARY

800 N 18TH
KANSAS CITY,KS66102 		N/A PC FINCL SUPPORT OF RELIGIOUS ORG. 700

ST AUGUSTIN CATHOLIC CHURCH

545 2ND ST
DES MOINES,IA50312 		N/C PC FINCL SUPPORT OF CHURCH 8,000

ST CHARLES BORREMO ACADEMY

900 NE SHADY LANE DR
KANSAS CITY,MO64138 		N/A PC FINCL SUPPORT OF EDUCATIONAL ORG. 7,000

ST JOSEPH INDIAN SCHOOL

PO BOX 300
CHAMBERLAIN,SD573259913 		N/A PC FINCL SUPPORT OF INDIAN SCHOOL 1,000

ST JUDE CHILDREN'S RES HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN38102 		N/A PC FINCL SUPPORT OF HOSPITAL 500

ST LABRE INDIAN SCHOOL

PO BOX 216
ASHLAND,MT59003 		N/A PC FINCL SUPPORT OF INDIAN SCHOOL 2,000

ST PAUL'S OUTREACH

2520 LEXINGTON AVE S
MENDOLA,MN55620 		N/A PC FINCL SUPPORT OF RELIGIOUS ORG. 20,000

ST TERESE LITTLE FLOWER

5814 EUCLID
KANSAS CITY,MO64130 		N/A PC FINCL SUPPORT OF PUBLLIC CHARITY 5,000

ST THOMAS MORE

11822 HOLMES
KANSAS CITY,MO64131 		N/A PC SUPPORT FOR RELIGIOUS/EDUC PROGRAMS 30,500

SUPPORT KIDS FOUNDATION

PO BOX 15171
LENEXA,KS66285 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 7,500

THE PIARIST FATHERS SUPPORT

PO BOX 11822
FORT LAUDERDALE,FL33339 		N/A PC SUPPORT OF RELIGIOUS/ CHARITABLE ORG 2,000

TUNNEL TO TOWERS

PO BOX 70719
PHILADELPHIA,PA191760719 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000

UPLIFT ORGANIZATION

1516 PROSPECT
KANSAS CITY,MO64127 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 750

UPPER ROOM

300 E 39TH ST SUITE 4A
KANSAS CITY,MO64111 		N/A PC SUPPORT OF RELIGIOUS /CHARITABLE ORG 5,000

URBAN RANGERS

426 W 42ND ST
KANSAS CITY,MO64111 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 5,000

UNIVERSITY OF DENVER
C/O ROCKHURST HIGH SCHOOL
2199 S UNIVERSITY BLVD
DENVER,CO80210 		N/A PC FINCL SUPPORT OF EDUCATIONAL ORG. 5,000

VETERAN COMMUNITY PROJECT

8900 TROOST
KANSAS CITY,MO64134 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 750

VITAE SOCIETY

1731 SOUTHRIDGE DRIVE
JEFFERSON CITY,MO65109 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 2,500

WATER BY WOMEN

1902 CAMPUS PL SUITE 11
LOUISVILLE,KY40299 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 5,000

WELCOME HOUSE

1414 E 27TH STREET
KANSAS CITY,MO64108 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 5,000

WORLD WILDLIFE FUND

PO BOX 96555
WASHINGTON,DC200777760 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000

WORLD WILDLIFE FUND

PO BOX 96096
WASHINGTON,DC20077 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 2,000

WOUNDED WARRIORS PROJECT

PO BOX 758533
TOPEKA,KS666756533 		N/A PC FINCL SUPPORT OF PUBLIC CHARITY 1,000
Total .................................right arrow 3a 555,600
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
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
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 56,401  
4 Dividends and interest from securities ....     14 182,221  
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 ............ 		    26 250,409  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aBANK CREDIT / CK CHRGE REFU 		    14 55  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   489,086  
13Total. Add line 12, columns (b), (d), and (e)..................
13
489,086
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
Name of the organization
MCCULLOUGH FAMILY FOUNDATION
 
Employer identification number

43-1909746
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
MCCULLOUGH FAMILY FOUNDATION
  		Employer identification number
43-1909746
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
THOMAS A MCCULLOUGH
210 W SANTA FE TRAIL
 
KANSAS CITY, MO64145

$ 660,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
MCCULLOUGH FAMILY FOUNDATION
  		Employer identification number

43-1909746
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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
MCCULLOUGH FAMILY FOUNDATION
  		Employer identification number

43-1909746
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
MCCULLOUGH FAMILY FOUNDATION
EIN:
43-1909746
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & TAX RETURN PREP FEE 4,750 2,375   2,375

TY 2023 InvestmentsCorpStockSchedule
Name:
MCCULLOUGH FAMILY FOUNDATION
EIN:
43-1909746
Name of Stock End of Year Book Value End of Year Fair Market Value
C SCHWAB-BROKERAGE ACCT (SEE STMTS) 3,530,875 4,443,704
HUNTER SMALL CAP VALUE FUND 101,180 105,665
CCB TRUST-BROKERAGE ACCT (SEE STMTS) 2,411,475 3,422,370
CCB TRUST-BROKERAGE ACCT (SEE STMTS) 211,012 239,881

TY 2023 InvestmentsGovtObligationsSch
Name:
MCCULLOUGH FAMILY FOUNDATION
EIN:
43-1909746
US Government Securities - End of Year Book Value:

489,668
US Government Securities - End of Year Fair Market Value:

493,984
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
MCCULLOUGH FAMILY FOUNDATION
EIN:
43-1909746
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EQUITY LIFESTYLE PPT-REIT AT COST 112,079 197,512
SUN COMMUNITIES-REIT AT COST 107,759 160,380
UMH PROPERTIES INC-REIT AT COST    
CROSSINGBRIDGE LOW DURATION AT COST    
VANGUARD ST GOVT BD INDEX FD AT COST 6,969 7,000
RIVERPARK ST HIGH YIELD AT COST    
RIVERPARK ST HIGH YIELD AT COST    
AMERN TOWER CORP-REIT AT COST 50,747 64,764

TY 2023 OtherDecreasesSchedule
Name:
MCCULLOUGH FAMILY FOUNDATION
EIN:
43-1909746
Description Amount
BOOK / TAX DIFF IN BASIS OF SECURITIES SOLD 115,376


TY 2023 OtherIncomeSchedule2
Name:
MCCULLOUGH FAMILY FOUNDATION
EIN:
43-1909746
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BANK CREDIT / CK CHRGE REFUND 55    


TY 2023 OtherProfessionalFeesSchedule
Name:
MCCULLOUGH FAMILY FOUNDATION
EIN:
43-1909746
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BROKERAGE A/C ADVISOR FEES - CCT 20,466 20,466    
BROKERAGE A/C ADVISOR FEES - CS 50,682 50,682    


TY 2023 TaxesSchedule
Name:
MCCULLOUGH FAMILY FOUNDATION
EIN:
43-1909746
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES-COUNTRY CLUB TRUST 861 861    
FOREIGN TAXES-CHARLES SCHWAB 1,100 1,100