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
BUTTONWOOD FOUNDATION CHARITABLE TR
 
Number and street (or P.O. box number if mail is not delivered to street address)115 E 58TH ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64113
A Employer identification number

20-1853059
B Telephone number (see instructions)

(816) 285-9000
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$54,889J 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) 30,030
2 Check right arrow.............
3 Interest on savings and temporary cash investments 699 699 699
4 Dividends and interest from securities... 90 90 90
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
1,175
b Gross sales price for all assets on line 6a 11,729
7 Capital gain net income (from Part IV, line 2)...  
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........ 31,994 789 789
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1 1 1  
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.......... 1 1 1 0
25 Contributions, gifts, grants paid....... 22,926 22,926
26 Total expenses and disbursements. Add lines 24 and 25 22,927 1 1 22,926
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,067
b Net investment income (if negative, enter -0-) 788
c Adjusted net income (if negative, enter -0-)... 788
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............. 45,716 15,601 15,601
2 Savings and temporary cash investments.........   39,182 39,288
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)      
b Investments—corporate stock (attach schedule).......      
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)..........      
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) 45,716 54,783 54,889
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........... 45,716 54,783
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........    
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)..... 45,716 54,783
30 Total liabilities and net assets/fund balances (see instructions). 45,716 54,783
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
45,716
2
Enter amount from Part I, line 27a .....................
2
9,067
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
54,783
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
54,783
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
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  
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 11
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 11
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 11
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
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  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 11
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   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
Yes
 
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 arrowJON MCGRAW Telephone no.right arrow (816) 285-9000

Located atright arrow115 E 58TH STKANSAS CITYMO ZIP+4right arrow64113
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
JON MCGRAW TRUSTEE
1.00 		0 0 0
115 E 58TH ST
KANSAS CITY,MO64113
WENDY MCGRAW TRUSTEE
1.00 		0 0 0
115 E 58TH ST
KANSAS CITY,MO64113
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 ALL DONATIONS TO NONPROFIT ORGANIZATIONS RELATING TO MEDICAL RESEARCH, RELIGIOUS ORGANIZATIONS AND ANIMAL RIGHTS PROTECTION 22,926
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
19,781
b
Average of monthly cash balances.......................
1b
15,833
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
35,614
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
35,614
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
534
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
35,080
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,754
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
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
 
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
22,926
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
22,926
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  
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......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 22,926
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.....  
e Remaining amount distributed out of corpus 22,926
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 22,926
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 .......... 		 
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 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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
788 81 195 23 1,087
b 85% (0.85) of line 2a ......... 670 69 166 20 925
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		22,926 15,849 23,450 22,700 84,925
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 .... 		22,926 15,849 23,450 22,700 84,925
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 .. 		1,169 4,503 1,129 2,091 8,892
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
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

AFLDS

PO BOX 131808
HOUSTON,TX77219 		NONE   CHARITABLE CONTRIBUTION 50

AGRACE HOSPICE

5395 E CHERYL PKWY
FITCHBURG,WI53711 		NONE   CHARITABLE CONTRIBUTION 50

AMERICAN CANCER SOCIETY

3380 CHASTAIN MEADOWS PAR
KENNESAW,GA30144 		NONE   CHARITABLE CONTRIBUTION 50

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		NONE   CHARITABLE CONTRIBUTION 125

AMERICAN LUNG ASSOCIATION

55 W WACKER DR SUITE 115
CHICAGO,IL60601 		NONE   CHARITABLE CONTRIBUTION 75

AMERICAN RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		NONE   CHARITABLE CONTRIBUTION 100

AMYOTROPHIC LATERAL SCLEROSIS ASSOC

1919 UNIVERSITY AVE W STE
ST PAUL,MN55104 		NONE   CHARITABLE CONTRIBUTION 100

ARCHDIOCESE OF KCK

12615 PARALLEL PARKWAY
KANSAS CITY,KS66109 		NONE   CHARITABLE CONTRIBUTION 75

ARTS COUNCIL OF JOHNSON COUNTY

8788 METCALF SUITE 2500
OVERLAND PARK,KS66212 		NONE   CHARITABLE CONTRIBUTION 25

ARTS ENGAGEMENT FOUNDATION OF KANSA

20 E GREGORY BLVD
KANSAS CITY,MO64114 		NONE   CHARITABLE CONTRIBUTION 25

ARTS ENGAGEMENT FOUNDATION OF KC

20 E GREGORY BLVD
KANSAS CITY,MO64114 		NONE   CHARITABLE CONTRIBUTION 50

BILLY GRAHAM EVANGELISTIC ASSOCIATI

1 BILLY GRAHAM PKWY
CHARLOTTE,NC28201 		NONE   CHARITABLE CONTRIBUTION 150

CATHOLIC ARCHDIOCESE OF KANSAS CITY

12615 PARALLEL PKWAY
KANSAS CITY,KS66109 		NONE   CHARITABLE CONTRIBUTION 50

CATHOLIC CHARITIES OF NE KANSAS

9720 WEST 87TH STREET
OVERLAND PARK,KS66212 		NONE   CHARITABLE CONTRIBUTION 25

CENTER FOR JEWISH NONVIOLENCE

PO BOX 39127 FRIENDSHIP S
WASHINGTON,DC20016 		NONE   CHARITABLE CONTRIBUTION 50

CHILDREN'S MERCY HOSPITAL

2401 GILLHAM RD
KANSAS CITY,MO64108 		NONE   CHARITABLE CONTRIBUTION 150

CHURCH OF THE RESURRECTION FOUNDATI

13720 ROE AVE
LEAWOOD,KS66224 		NONE   CHARITABLE CONTRIBUTION 100

CITY UNION MISSION

1100 E 11TH ST
KANSAS CITY,MO64106 		NONE   CHARITABLE CONTRIBUTION 25

CLEAN AIR TASK FORCE

114 STATE STREET 6TH FLO
BOSTON,MA02109 		NONE   CHARITABLE CONTRIBUTION 25

COMPASSION INTERNATIONAL

12290 VOYAGER PARKWAY
COLORADO SPRINGS,CO80921 		NONE   CHARITABLE CONTRIBUTION 50

CORONATION OF OUR LADY

13000 BENNINGTON AVE
GRANDVIEW,MO64030 		NONE   CHARITABLE CONTRIBUTION 25

DENVER RESCUE MISSION

6100 SMITH ROAD
DENVER,CO80216 		NONE   CHARITABLE CONTRIBUTION 25

DETERMINATION INC

4747 TROOST STE 207
KANSAS CITY,MO64110 		NONE   CHARITABLE CONTRIBUTION 100

DISCOVERY CENTER OF SPRINGFIELD

438 E ST LOUIS ST
SPRINGFIELD,MO65806 		NONE   CHARITABLE CONTRIBUTION 25

ELECTRONIC FRONTIER FOUNDATION

815 EDDY STREET
SAN FRANCISCO,CA94109 		NONE   CHARITABLE CONTRIBUTION 25

FEEDING AMERICA

161 NORTH CLARK STREET S
CHICAGO,IL60601 		NONE   CHARITABLE CONTRIBUTION 25

FIRST CHRISTIAN CHURCH- FOOD PANTRY

202 E 12TH AVE
EMPORIA,KS66801 		NONE   CHARITABLE CONTRIBUTION 50

FIX'EM KC

923 NE WOODS CHAPEL RD SU
LEES SUMMIT,MO64064 		NONE   CHARITABLE CONTRIBUTION 300

FOLLY THEATER

1020 CENTRAL SUITE 200
KANSAS CITY,MO64105 		NONE   CHARITABLE CONTRIBUTION 1,000

FRIENDS OF THE ANIMAL SHELTER OF ST

701 LOWER LAKE RD
ST JOSEPH,MO64504 		NONE   CHARITABLE CONTRIBUTION 50

GRANDVIEW PARK PRESBYTERIAN CHURCH

1613 WILSON BLVD
KANSAS CITY,KS66102 		NONE   CHARITABLE CONTRIBUTION 25

GREEN WORKS IN KANSAS CITY

607 EAST 31ST ST
KANSAS CITY,MO64109 		NONE   CHARITABLE CONTRIBUTION 50

HARVESTERS

3801 TOPPING AVE
KANSAS CITY,MO64129 		NONE   CHARITABLE CONTRIBUTION 25

HARVESTERS INC

3801 TOPPING AVE
KANSAS CITY,MO64129 		NONE   CHARITABLE CONTRIBUTION 25

HEAD FOR THE CURE

1607 OAK STREET
KANSAS CITY,MO64108 		NONE   CHARITABLE CONTRIBUTION 25

HEAD FOR THE CURE - TEAM LITTLE OWL

1607 OAK STREET
KANSAS CITY,MO64108 		NONE   CHARITABLE CONTRIBUTION 25

HEART TO HEART INTERNATIONAL

PO BOX 15566
LENEXA,KS66285 		NONE   CHARITABLE CONTRIBUTION 25

HEIFER PROJECT INTERNATIONAL INC

1 WORLD AVENUE
LITTLE ROCK,AR72202 		NONE   CHARITABLE CONTRIBUTION 25

HOMECARE AND HOSPICE FOUNDATION INC

3801 VANESTA DR
MANHATTAN,KS66503 		NONE   CHARITABLE CONTRIBUTION 50

HUNGER FIGHTERS - OREGON

PO BOX 2215
LAKE OSWEGO,OR97035 		NONE   CHARITABLE CONTRIBUTION 25

JDRF KS& MO CHAPTER

215 WEST PERSHING SUITE 3
KANSAS CITY,MO64108 		NONE   CHARITABLE CONTRIBUTION 50

KC HEALTHY KIDS

650 MINNESOTA AVE
KANSAS CITY,KS66101 		NONE   CHARITABLE CONTRIBUTION 100

KC HOSPICE & PALLIATIVE CARE

9001 STATE LINE RD SUITE
KANSAS CITY,MO64114 		NONE   CHARITABLE CONTRIBUTION 25

KC JAZZ ALIVE

3013 MAIN ST
KANSAS CITY,MO64108 		NONE   CHARITABLE CONTRIBUTION 1,000

KC PARKS FOUNDATION

3013 MAIN ST
KANSAS CITY,MO64108 		NONE   CHARITABLE CONTRIBUTION 5,000

KC PET PROJECT

7077 ELMWOOD AVE
KANSAS CITY,MO64132 		NONE   CHARITABLE CONTRIBUTION 100

KC SHELTER

1520 CHERRY STREET
KANSAS CITY,MO64108 		NONE   CHARITABLE CONTRIBUTION 25

KC YOUNG AUDIENCES

3732 MAIN STREET
KANSAS CITY,MO64111 		NONE   CHARITABLE CONTRIBUTION 25

LAKE GEORGE ASSOCATION

PO BOX 408
LAKE GEORGE,NY12845 		NONE   CHARITABLE CONTRIBUTION 100

LAZARUS MINISTRIES

PO BOX 22450
KANSAS CITY,MO64113 		NONE   CHARITABLE CONTRIBUTION 75

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SU
RYE BROOK,NY10573 		NONE   CHARITABLE CONTRIBUTION 25

LIGHTHOUSE CHARITY TEAM

PO BOX 3528
GALVESTON,TX77552 		NONE   CHARITABLE CONTRIBUTION 25

MADAM PRESIDENT CAMP

1020 HUNTINGTON RD
KANSAS CITY,MO64113 		NONE   CHARITABLE CONTRIBUTION 50

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN55902 		NONE   CHARITABLE CONTRIBUTION 100

MEALS ON WHEELS OF BOULDER

3701 CANFIELD ST
BOULDER,CO80301 		NONE   CHARITABLE CONTRIBUTION 100

MELISSA'S SECOND CHANCES

11015 W 75TH ST
OVERLAND PARK,KS66214 		NONE   CHARITABLE CONTRIBUTION 25

MICHAEL J FOX FOUNDATION

GRAND CENTRAL STATION PO
NEW YORK,NY10163 		NONE   CHARITABLE CONTRIBUTION 125

MIDTOWN KC NOW

3931 MAIN ST
KANSAS CITY,MO64111 		NONE   CHARITABLE CONTRIBUTION 2,000

MIDWEST ANIMAL RESQ

10312 EAST 63RD ST
RAYTOWN,MO64133 		NONE   CHARITABLE CONTRIBUTION 50

MIDWEST SHIBA INU RESCUE

PO BOX 7857
GURNEE,IL60031 		NONE   CHARITABLE CONTRIBUTION 50

MIND DRIVE INC

2615 HOLMES STREET
KANSAS CITY,MO64108 		NONE   CHARITABLE CONTRIBUTION 100

MULE DEER FOUNDATION

1939 SOUTH 4130 WEST SUIT
SALT LAKE CITY,UT84104 		NONE   CHARITABLE CONTRIBUTION 25

MULTIPLE MYELOMA RESEARCH FOUNDATIO

383 MAIN AVENUE 5TH FLOOR
NORWALK,CT06851 		NONE   CHARITABLE CONTRIBUTION 125

NATIONAL CENTER FOR TRANSGENDER EQU

1032 15TH ST NW 199
WASHINGTON,DC20005 		NONE   CHARITABLE CONTRIBUTION 50

NATIONAL KIDNEY FOUNDATION

30 E 33RD STREET
NEW YORK,NY10016 		NONE   CHARITABLE CONTRIBUTION 100

NATIONAL MS SOCIETY

733 THIRD AVENUE 3RD FLOO
NEW YORK,NY10017 		NONE   CHARITABLE CONTRIBUTION 25

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVENUE 3RD FLOO
NEW YORK,NY10017 		NONE   CHARITABLE CONTRIBUTION 25

NO FOOT TOO SMALL

1150 5TH ST SUITE 152
CORALVILLE,IA52241 		NONE   CHARITABLE CONTRIBUTION 25

ONE LOVE ETHIOPIA

PO BOX 64006
COLORADO SPGS,CO80962 		NONE   CHARITABLE CONTRIBUTION 100

OPERATION BREAKTHROUGH

3039 TROOST AVE
KANSAS CITY,MO64109 		NONE   CHARITABLE CONTRIBUTION 225

OPERATION WILDLIFE INC

23375 GUTHRIE RD
LINWOOD,KS66052 		NONE   CHARITABLE CONTRIBUTION 25

OUR LADY'S INN

8790 MANCHESTER ROAD SUIT
ST LOUIS,MO63144 		NONE   CHARITABLE CONTRIBUTION 50

OVERRUN OVARIAN CANCER FOUNDATION I

9121 LEE BLVD
LEAWOOD,KS66206 		NONE   CHARITABLE CONTRIBUTION 25

PET RESOURCE CENTER OF KC

1116 E 59TH STREET
KANSAS CITY,MO64110 		NONE   CHARITABLE CONTRIBUTION 125

PLANET INDONESIA

241 SELMA AVE
ST LOUIS,MO63119 		NONE   CHARITABLE CONTRIBUTION 25

PLANNED PARENTHOOD

123 WILLIAM ST 10TH FLOO
NEW YORK,NY10038 		NONE   CHARITABLE CONTRIBUTION 250

PULMONARY FIBROSIS FOUNDATION

230 EAST OHIO ST
CHICAGO,IL60611 		NONE   CHARITABLE CONTRIBUTION 50

RAMPY MS RESEARCH FOUNDATION

PO BOX 1871
BENTONVILLE,AR72712 		NONE   CHARITABLE CONTRIBUTION 25

RONALD MCDONALD HOUSE CHARITIES

110 N CARPENTER STREET
CHICAGO,IL60607 		NONE   CHARITABLE CONTRIBUTION 50

SALVATION ARMY

615 SLATERS LANE
ALEXANDRIA,VA22314 		NONE   CHARITABLE CONTRIBUTION 50

SALVATION ARMY DIVISIONAL HEADQUART

6060 CASTLEWAY WEST DRIVE
INDIANAPOLIS,IN46250 		NONE   CHARITABLE CONTRIBUTION 100

SAMARITAN'S PURSE

PO BOX
BOONE,NC28607 		NONE   CHARITABLE CONTRIBUTION 25

SAN DIEGO REFUGEE TUTORING

PO BOX 153773
SAN DIEGO,CA92195 		NONE   CHARITABLE CONTRIBUTION 25

SISTER CITY ASSOCIATION OF KANSAS C

4600 EAST 63RD ST
KANSAS CITY,MO64130 		NONE   CHARITABLE CONTRIBUTION 1,300

SPAY AND NEUTER KANSAS CITY

1116 E 59TH STREET
KANSAS CITY,MO64110 		NONE   CHARITABLE CONTRIBUTION 100

SPECIAL OLYMPICS MISSOURI

305 SPECIAL OLYMPICS DRIV
JEFFERSON CITY,MO65101 		NONE   CHARITABLE CONTRIBUTION 50

ST JAMES ACADEMY

24505 PRAIRIE STAR PKWY
LENEXA,KS66227 		NONE   CHARITABLE CONTRIBUTION 25

ST JUDE CHILDREN'S RESEARCH HOSPIT

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NONE   CHARITABLE CONTRIBUTION 150

ST MONICA'S CATHOLIC CHURCH

1616 THE PASEO
KANSAS CITY,MO64108 		NONE   CHARITABLE CONTRIBUTION 25

STAY RESCUE OF ST LOUIS

2320 PINE STREET
ST LOUIS,MO63103 		NONE   CHARITABLE CONTRIBUTION 50

SYNERGY SERVICES INC

400 E 6TH ST
PARKVILLE,MO64152 		NONE   CHARITABLE CONTRIBUTION 25

TASHA'S FURRY FRIENDS SANCTUARY

1450 EAST MAIN STREET
TRENTON,UT84338 		NONE   CHARITABLE CONTRIBUTION 25

THE FOUNDATION FOR THE HORSE (AAEP

4033 IRON WORKS PKWY
LEXINGTON,KY40511 		NONE   CHARITABLE CONTRIBUTION 2,000

THE NATIONAL WWI MUSEUM AND MEMORIA

2 MEMORIAL DRIVE
KANSAS CITY,MO64108 		NONE   CHARITABLE CONTRIBUTION 25

THE NATURE CONSERVANCY

4245 N FAIRFAX DR STE 10
ARLINGTON,VA22203 		NONE   CHARITABLE CONTRIBUTION 150

UMKC FOUNDATION

5115 OAK ST 202
KANSAS CITY,MO64112 		NONE   CHARITABLE CONTRIBUTION 1,250

UNC FOUNDATION

JUDY FARR ALUMNI CENTER 1
GREELEY,CO80631 		NONE   CHARITABLE CONTRIBUTION 1,000

UNITED SERVICE ORGANIZATIONS (USO)

2111 WILSON BLVD SUITE 12
ARLINGTON,VA22201 		NONE   CHARITABLE CONTRIBUTION 51

UNITED WAY OF GREATER KANSAS CITY

801 W 47TH ST SUITE 50
KANSAS CITY,MO64112 		NONE   CHARITABLE CONTRIBUTION 25

UNITED WAY OF KANSAS CITY

801 W 47TH ST SUITE 50
KANSAS CITY,MO64112 		NONE   CHARITABLE CONTRIBUTION 25

UNITED WAY OF LARAMIE COUNTY

1007 E LINCOLNWAY
CHEYENNE,WY82001 		NONE   CHARITABLE CONTRIBUTION 50

UNIVERSITY OF MISSOURI ALUMNI ASSN

123 D W REYNOLDS ALUMNI V
COLUMBIA,MO65211 		NONE   CHARITABLE CONTRIBUTION 1,000

UNLEASED PET RESCUE

5918 BROADMOOR STREET
MISSION,KS66202 		NONE   CHARITABLE CONTRIBUTION 25

VINEYARD CHURCH

12300 NW ARROWHEAD TRAFFI
KANSAS CITY,MO64165 		NONE   CHARITABLE CONTRIBUTION 1,000

WAYSIDE WAIFS INC

3901 MARTHA TRUMAN ROAD
KANSAS CITY,MO64137 		NONE   CHARITABLE CONTRIBUTION 75

WELCOME HOUSE KC

1414 E 27TH STREET
KANSAS CITY,MO64108 		NONE   CHARITABLE CONTRIBUTION 25

WILLIAM JEWELL COLLEGE

500 COLLEGE HILL
LIBERTY,MO64068 		NONE   CHARITABLE CONTRIBUTION 25

YOUTH JAZZ

1938 WOODRIDGE DR
LEAVENWORTH,KS66048 		NONE   CHARITABLE CONTRIBUTION 500
Total .................................right arrow 3a 22,926
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 ........... 		    14 699  
4 Dividends and interest from securities ....     14 90  
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 1,175  
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) ..   1,964  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,964
(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

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
BUTTONWOOD FOUNDATION CHARITABLE TR
EIN:
20-1853059
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
75 AMERICAN CENTURY INTERNATIONAL 2023-03 PURCHASE 2023-07   709 655     54  
34 BLACKROCK EVENT DRIVEN 2023-03 PURCHASE 2023-07   335 327     8  
98 B LACKROCK SUSTAINABLE 2023-03 PURCHASE 2023-07   1,872 1,637     235  
22 BLACKROCK SYSTEMATIC 2023-03 PURCHASE 2023-07   221 218     3  
23 BLACKROCK TACTICAL 2023-03 PURCHASE 2023-07   330 327     3  
9 FIRST EAGLE 2023-03 PURCHASE 2023-07   591 546     45  
51 GQG PARTNERS 2023-03 PURCHASE 2023-07   764 655     109  
1 ISHARES MBS 2023-03 PURCHASE 2023-07   93 95     -2  
19 ISHARES MSCI 2023-03 PURCHASE 2023-07   963 882     81  
6 ISHARES MSCI USA 2023-03 PURCHASE 2023-07   452 423     29  
10 ISHARES MSCI USA 2023-03 PURCHASE 2023-07   1,378 1,193     185  
10 ISHARES TOTAL 2023-03 PURCHASE 2023-07   454 459     -5  
6 ISHARES US 2023-03 PURCHASE 2023-07   241 219     22  
6 ISHARES US TECHNOLOGY 2023-03 PURCHASE 2023-07   661 526     135  
1 ISHARES 10-20 YEAR 2023-03 PURCHASE 2023-07   110 114     -4  
47 METROPOLITAN WEST 2023-03 PURCHASE 2023-07   429 437     -8  
40 SPDR PORTFOLIO S & P 500 2023-03 PURCHASE 2023-07   2,126 1,841     285  

TY 2023 TaxesSchedule
Name:
BUTTONWOOD FOUNDATION CHARITABLE TR
EIN:
20-1853059
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1 1 1