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
HARTLEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

74-2822359
B Telephone number (see instructions)

(913) 261-5714
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$4,591,642J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 114,132 114,132  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 258,463
b Gross sales price for all assets on line 6a 867,910
7 Capital gain net income (from Part IV, line 2)... 258,463
8 Net short-term capital gain......... 0
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
450 52  
12 Total. Add lines 1 through 11........ 373,045 372,647  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 99,000 89,100   9,900
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits....... 7,700 0 0 7,700
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
30,516 30,516   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,419 1,330   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
958     958
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 146,093 120,946 0 21,058
25 Contributions, gifts, grants paid....... 470,200 470,200
26 Total expenses and disbursements. Add lines 24 and 25 616,293 120,946 0 491,258
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -243,248
b Net investment income (if negative, enter -0-) 251,701
c Adjusted net income (if negative, enter -0-)... 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.............   19,883 19,883
2 Savings and temporary cash investments......... 39,929 22,019 22,019
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 1,442,458 Click to see attachment
List of Attached Documents:
// Content
1,083,206 		1,792,490
c Investments—corporate bonds (attach schedule)....... 897,129 Click to see attachment
List of Attached Documents:
// Content
1,011,048 		997,604
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).......... 1,383,908 Click to see attachment
List of Attached Documents:
// Content
1,383,316 		1,757,795
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,573 		Click to see attachment
List of Attached Documents:
// Content
1,851 		Click to see attachment
List of Attached Documents:
// Content
1,851
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,764,997 3,521,323 4,591,642
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........ 3,764,997 3,521,323
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)..... 3,764,997 3,521,323
30 Total liabilities and net assets/fund balances (see instructions). 3,764,997 3,521,323
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
3,764,997
2
Enter amount from Part I, line 27a .....................
2
-243,248
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,521,749
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
426
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,521,323
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 45. AMERICAN TOWER CORP   2020-07-15 2023-01-09
b 60. ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS   2020-01-09 2023-01-09
c 75. APPLE COMPUTER INC COM   2013-02-12 2023-01-09
d 200. CISCO SYS INC   2019-09-12 2023-01-09
e 50. HONEYWELL INTERNATIONAL INC   2020-02-28 2023-01-09
45. MICROSOFT CORP COM   2019-01-31 2023-01-09
200. PFIZER INC   2020-08-19 2023-01-09
1. GSE HOLDING INC   1911-11-11 2023-03-10
50. ALPHABET INC CL A   2019-02-04 2023-03-28
25. APPLE COMPUTER INC COM   2013-02-12 2023-03-28
1. JP MORGAN CHASE & CO COM   1911-11-11 2023-04-05
5. MICROSOFT CORP COM   2019-01-31 2023-05-04
90. ABBOTT LABORATORIES   2020-06-11 2023-05-05
110. ALBEMARLE CORP   2019-09-10 2023-05-05
90. APPLE COMPUTER INC COM   2013-02-12 2023-05-05
25. CME GROUP INC   2019-12-10 2023-05-05
50. HONEYWELL INTERNATIONAL INC   2020-02-28 2023-05-05
25. MASTERCARD INC   2019-07-30 2023-05-05
50. MICROSOFT CORP COM   2015-10-01 2023-05-05
130. PFIZER INC   2020-08-19 2023-05-05
325. WESTERN DIGITAL CORP COM   2019-02-05 2023-05-05
95. XYLEM INC COM   2020-07-14 2023-05-05
35. CHUBB LTD   2015-10-01 2023-05-05
100000. STATE STREET CORP 3.100% 5/15/23   2015-02-13 2023-05-15
100000. WESTPAC BANKING CORP 3.650% 5/15/23   2018-07-27 2023-05-15
85. ALPHABET INC CL A   2019-02-04 2023-05-22
70. AMAZON COM INC COM   2018-10-22 2023-05-22
25. ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS   2020-01-09 2023-05-22
40. APPLE COMPUTER INC COM   2013-02-12 2023-05-22
200. CISCO SYS INC   2019-09-12 2023-05-22
25. MASTERCARD INC   2019-07-30 2023-05-22
60. MICROSOFT CORP COM   2015-10-01 2023-05-22
20. MOTOROLA SOLUTIONS INC   2020-01-06 2023-05-22
75. STANDARD & POORS DEPOSITARY RECEIPTS   2013-07-24 2023-05-22
20. UNITEDHEALTH GRP INC COM   2019-02-11 2023-05-22
240. XYLEM INC COM   2020-07-06 2023-05-22
160. TARGET CORP   2020-10-08 2023-05-25
50. ALPHABET INC CL A   2019-02-04 2023-07-03
25. ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS   2020-01-09 2023-07-03
50. APPLE COMPUTER INC COM   2013-02-12 2023-07-03
75. JP MORGAN CHASE & CO COM   2020-06-30 2023-07-03
25. MASTERCARD INC   2019-07-30 2023-07-03
350. ATT INC   2015-10-01 2023-08-22
5. ABBVIE INC   2022-12-02 2023-08-22
100. ALPHABET INC CL A   2019-01-07 2023-08-22
75. AMAZON COM INC COM   2018-10-22 2023-08-22
30. ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS   2020-01-09 2023-08-22
90. CISCO SYS INC   2020-01-09 2023-08-22
35. JP MORGAN CHASE & CO COM   2020-06-30 2023-08-22
5. JOHNSON & JOHNSON   2022-12-02 2023-08-22
15. MASTERCARD INC   2019-07-30 2023-08-22
15. MICROSOFT CORP COM   2015-10-01 2023-08-22
25. PFIZER INC   2020-08-19 2023-08-22
30. TEXAS INSTRUMENTS INC   2019-03-21 2023-08-22
10. UNITEDHEALTH GRP INC COM   2019-02-11 2023-08-22
400. ATT INC   2019-01-04 2023-11-30
50. ABBOTT LABORATORIES   2019-12-16 2023-11-30
40. ABBVIE INC   2022-12-02 2023-11-30
100. ALPHABET INC CL A   2019-01-07 2023-11-30
75. AMAZON COM INC COM   2018-10-22 2023-11-30
50. AMERICAN TOWER CORP   2019-07-02 2023-11-30
165. BANK OF AMERICA CORP   2018-09-07 2023-11-30
25. CME GROUP INC   2019-12-10 2023-11-30
75. DIGITAL REALTY TRUST INC   2019-03-18 2023-11-30
50. HONEYWELL INTERNATIONAL INC   2020-02-28 2023-11-30
35. JP MORGAN CHASE & CO COM   2015-10-01 2023-11-30
35. JOHNSON & JOHNSON   2022-12-02 2023-11-30
210. MARATHON PETROLEUM CORP   2019-07-31 2023-11-30
25. MASTERCARD INC   2019-07-30 2023-11-30
225.295 ROWE T PRICE MID CAP GROWTH FD INC   2012-07-03 2023-11-30
19. UNITEDHEALTH GRP INC COM   2019-02-11 2023-11-30
40. VISA INC   2019-07-23 2023-11-30
25. CHUBB LTD   2015-10-01 2023-11-30
CAPITAL GAIN DIVIDENDS P    
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(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 10,035   11,569 -1,534
b 10,139   5,897 4,242
c 9,977   1,268 8,709
d 9,819   9,980 -161
e 10,636   7,788 2,848
10,367   4,682 5,685
9,905   7,301 2,604
25     25
5,038   2,834 2,204
3,921   423 3,498
10     10
1,530   520 1,010
10,026   7,868 2,158
19,815   6,585 13,230
15,405   1,521 13,884
4,598   5,126 -528
9,884   7,788 2,096
9,516   7,019 2,497
15,269   4,364 10,905
4,990   4,746 244
10,850   15,395 -4,545
10,254   6,754 3,500
6,898   3,579 3,319
100,000   100,000  
100,000   100,000  
10,665   4,818 5,847
8,080   6,283 1,797
4,793   2,457 2,336
6,965   676 6,289
9,769   9,953 -184
9,649   7,019 2,630
19,263   2,650 16,613
5,892   3,327 2,565
31,463   12,634 18,829
9,617   5,145 4,472
25,131   16,737 8,394
22,340   26,113 -3,773
5,963   2,834 3,129
4,855   2,457 2,398
9,644   845 8,799
10,980   7,066 3,914
9,790   7,019 2,771
4,962   8,469 -3,507
742   817 -75
12,890   5,653 7,237
10,061   6,731 3,330
5,304   2,949 2,355
4,995   4,254 741
5,110   3,298 1,812
833   893 -60
5,970   4,212 1,758
4,836   663 4,173
920   913 7
5,024   3,353 1,671
4,928   2,573 2,355
6,518   9,110 -2,592
5,173   4,339 834
5,539   6,532 -993
13,538   5,370 8,168
11,004   6,581 4,423
10,270   10,249 21
4,963   5,082 -119
5,378   5,126 252
10,340   8,580 1,760
9,721   7,513 2,208
5,410   2,521 2,889
5,330   6,254 -924
31,211   11,759 19,452
10,231   7,019 3,212
22,379   12,959 9,420
10,153   4,888 5,265
10,141   7,191 2,950
5,635   2,556 3,079
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
      14,635
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,534
b       4,242
c       8,709
d       -161
e       2,848
      5,685
      2,604
      25
      2,204
      3,498
      10
      1,010
      2,158
      13,230
      13,884
      -528
      2,096
      2,497
      10,905
      244
      -4,545
      3,500
      3,319
       
       
      5,847
      1,797
      2,336
      6,289
      -184
      2,630
      16,613
      2,565
      18,829
      4,472
      8,394
      -3,773
      3,129
      2,398
      8,799
      3,914
      2,771
      -3,507
      -75
      7,237
      3,330
      2,355
      741
      1,812
      -60
      1,758
      4,173
      7
      1,671
      2,355
      -2,592
      834
      -993
      8,168
      4,423
      21
      -119
      252
      1,760
      2,208
      2,889
      -924
      19,452
      3,212
      9,420
      5,265
      2,950
      3,079
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 258,463
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 3,499
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,499
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,499
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,864
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 635
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,499
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
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 arrowKS
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 arrowLAURA LINTECUM Telephone no.right arrow (314) 418-2912

Located atright arrow6940 MISSION ROADPRAIRIE VILLAGEKS ZIP+4right arrow66208
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 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)
Yes
 
(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
 
No
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
PATRICIA HARTLEY BOARD MEMBER
1 		0    
6940 MISSION ROAD
PRAIRIE VILLAGE,KS66208
LAURA H LINTECUM PRESIDENT
4 		33,000    
6940 MISSION ROAD
PRAIRIE VILLAGE,KS66208
ELIZABETH H WINETROUB VICE PRESIDENT
4 		33,000    
6940 MISSION ROAD
PRAIRIE VILLAGE,KS66208
ANN H BUSH SECRETARY/TREASURER
4 		33,000    
6940 MISSION ROAD
PRAIRIE VILLAGE,KS66208
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 0
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 arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
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
4,525,822
b
Average of monthly cash balances.......................
1b
81,853
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,607,675
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,607,675
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
69,115
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,538,560
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
226,928
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
226,928
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,499
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,499
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
223,429
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
223,429
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
223,429
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
491,258
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
491,258
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 7 223,429
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 53,684
b From 2019...... 72,857
c From 2020...... 84,247
d From 2021...... 228,088
e From 2022...... 331,742
f Total of lines 3a through e ........ 770,618
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 491,258
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 223,429
e Remaining amount distributed out of corpus 267,829
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,038,447
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		53,684
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		984,763
10 Analysis of line 9:
a Excess from 2019.... 72,857
b Excess from 2020.... 84,247
c Excess from 2021.... 228,088
d Excess from 2022.... 331,742
e Excess from 2023.... 267,829
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).)
NONE
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 e-mail address of the person to whom applications should be addressed:
LAURA H LINTECUM
8122 EL MONTE ST
PRAIRIE VILLAGE,KS66208
(913) 381-2448
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BE A PUBLIC CHARITY AS DESCRIBED UNDER 501(C)(3) OF THE IRC.
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

WAYSIDE WAIFS

3901 MARTHA TRUMAN RD
KANSAS CITY,MO64137 		NONE PC GENERAL OPERATING 2,500

ANGEL FLIGHT CENTRAL
CHARLES B WHEELER DOWNTOWN AIRPORT
10 RICHARDS ROAD
KANSAS CITY,MO64116 		NONE PC GENERAL OPERATING 2,500

JUST LIKE YOU FILMS

7301 MISSION RD SUITE 321
PRAIRIE VILLAGE,KS66208 		NONE PC GENERAL OPERATING 10,000

DOCTORS WITHOUT BORDERS

PO BOX 5030
HAGERSTOWN,MD21741 		NONE PC GENERAL OPERATING 5,000

HEART TO HEART INTERNATIONAL

13250 W 98TH STREET
LENEXA,KS66215 		NONE PC GENERAL OPERATING 15,000

REACH OUT AND READ INC

89 SOUTH ST STE 201
BOSTON,MA021112678 		NONE PC GENERAL OPERATING 1,000

THE JEWEL BALL

4525 OAK ST
KANSAS CITY,MO64111 		NONE PC GENERAL OPERATING 1,500

HOPE HOUSE

PO BOX 577
LEES SUMMIT,MO64063 		NONE PC GENERAL OPERATING 5,000

KVC BEHAVIORAL HEALTH CARE

21350 W 153RD
OLATHE,KS66061 		NONE PC GENERAL OPERATING 10,000

CHILDRENS MERCY HOSPITAL

2401 GILLHAM RD
KANSAS CITY,MO641084619 		NONE PC GENERAL OPERATING 5,000

AMERICAN RED CROSS

2025 E STREET NW 9TH FLOOR
WASHINGTON,DC20006 		NONE PC GENERAL OPERATING 5,000

THE SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING 5,000

HARVESTERS COMMUNITY FOOD NETWORK

3801 TOPPING AVENUE
KANSAS CITY,MO64129 		NONE PC GENERAL OPERATING 10,000

KANSAS CITY HOSPICE INC

9001 STATE LINE ROAD SUITE 300
KANSAS CITY,MO641140000 		NONE PC GENERAL OPERATING 10,000

KU ENDOWMENT

PO BOX 928
LAWRENCE,KS660440928 		NONE PC GENERAL OPERATING 150,000

GIVING THE BASICS

927 S 7TH ST
KANSAS CITY,KS66105 		NONE PC GENERAL OPERATING 2,500

HAPPY BOTTOMS

303 WEST 79TH STREET
KANSAS CITY,MO64114 		NONE PC GENERAL OPERATING 5,000

ROSE BROOKS CENTER INC

PO BOX 320599
KANSAS CITY,MO641320599 		NONE PC GENERAL OPERATING 5,000

KC PET PROJECT

7077 ELMWOOD AVE
KANSAS CITY,MO64132 		NONE PC GENERAL OPERATING 1,000

OPERATION BREAKTHROUGH

PO BOX 3701
PEORIA,IL616123701 		NONE PC GENERAL OPERATING 25,000

MISSION VISION PROJECT

PO BOX 32134
KANSAS CITY,MO641715134 		NONE PC GENERAL OPERATING 10,000

KANSAS UNIVERSITY ENDOWMENT ASSOC

PO BOX 928
LAWRENCE,KS660440928 		NONE I SCHOLARSHIP 25,000

KANSAS CITY REPERTORY THEATER

4825 TROOST AVENUE STE 106
KANSAS CITY,MO64110 		NONE PC GENERAL OPERATING 2,500

ABILITY KC

3011 BALTIMORE AVENUE
KANSAS CITY,MO641080000 		NONE PC GENERAL OPERATING 10,000

PRAIRIE VILLAGE MUNICIPAL FOUNDATION

7700 MISSION RD
PRAIRIE VLG,KS662084230 		NONE PC GENERAL OPERATING 2,000

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY BLVD
KANSAS CITY,MO641081229 		NONE PC GENERAL OPERATING 10,000

MIDWEST INNOCENCE PROJECT

3619 BROADWAY BLVD STE 2
KANSAS CITY,MO64111 		NONE PC GENERAL OPERATING 10,000

VILLAGE PRESBYTERIAN CHURCH

6641 MISSION RD
PRAIRIE VILLAGE,KS66208 		NONE PC GENERAL OPERATING 30,000

SAFE HOME

PO BOX 4563
KANSAS CITY,MO64132 		NONE PC GENERAL OPERATING 5,000

CASA OF JOHNSON & WYANDOTTE COUNTIES INC

6950 SQUIBB ROAD 300
MISSION,KS662020000 		NONE PC GENERAL OPERATING 5,000

AIDS WALK KANSAS CITY

PO BOX 32192
KANSAS CITY,MO64171 		NONE PC GENERAL OPERATING 250

SOUTHWEST BOULEVARD FAMILY HEALTH

340 SOUTHWEST BOULEVARD
KANSAS CITY,KS66103 		NONE PC GENERAL OPERATING 2,500

NEW HOUSE

PO BOX 240019
KANSAS CITY,MO64124 		NONE PC GENERAL OPERATING 5,000

BENILDE HALL

3220 EAST 23RD STREET
KANSAS CITY,MO641270000 		NONE PC GENERAL OPERATING 2,500

ERICS CAMP FUND

PO BOX 8138
PRAIRIE VLG,KS662080138 		NONE PC GENERAL OPERATING 1,000

CHRISTO REY SCHOOL

211 LINWOOD BLVD
KANSAS CITY,MO64111 		NONE PC GENERAL OPERATING 1,000

ST ANDREWS EPISCOPAL CHURCH

6401 WORNALL TERRACE
KANSAS CITY,MO64113 		NONE PC GENERAL OPERATING 30,000

KANSAS CITY PUBLIC TELEVISION

125 E 31ST ST
KANSAS CITY,MO64108 		NONE PC GENERAL OPERATING 1,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FLR
WASHINGTON,DC200010000 		NONE PC GENERAL OPERATING 10,000

SAINT PAULS EPISCOPAL CHURCH

11 E 40TH ST
KANSAS CITY,MO64111 		NONE PC GENERAL OPERATING 100

BIONEXUS KC

30 W PERSHING RD STE 210
KANSAS CITY,MO641082479 		NONE PC GENERAL OPERATING 5,000

TURNING POINT

8900 STATE LINE RD
LEAWOOD,KS662061960 		NONE PC GENERAL OPERATING 1,000

NATIONAL WW 1 MUSEUM & MEMORIAL

2 MEMORIAL DR
KANSAS CITY,MO64108 		NONE PC GENERAL OPERATING 2,000

THE RABBIT HOLE

919 E 14TH AVE
NORTH KANSAS CITY,MO64116 		NONE PC GENERAL OPERATING 1,000

KANSAS AUDIO READER

1120 W 11TH ST
LAWRENCE,KS66044 		NONE PC GENERAL OPERATING 5,000

UNITED METHODIST CHURCH

13720 ROE AVE
LEAWOOD,KS66224 		NONE PC GENERAL OPERATING 10,000

DOLE INSTITUE OF POLITICS

2350 PETEFISH DR
LAWRENCE,KS66045 		NONE PC GENERAL OPERATING 2,000

THE BARSTOW SCHOOL

11511 STATE LINE ROAD
KANSAS CITY,MO64114 		NONE PC GENERAL OPERATING 250

CITY UNION MISSION

1100 EAST 11TH ST
KANSAS CITY,MO64106 		NONE PC GENERAL OPERATING 5,100
Total .................................right arrow 3a 470,200
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 ........... 		         
4 Dividends and interest from securities ....     14 114,132  
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 ............ 		    18 258,463  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 52  
bFEDERAL TAX REFUND     1 398  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   373,045  
13Total. Add line 12, columns (b), (d), and (e)..................
13
373,045
(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

TY 2023 AccountingFeesSchedule
Name:
HARTLEY FAMILY FOUNDATION
EIN:
74-2822359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
HARTLEY FAMILY FOUNDATION
EIN:
74-2822359
Name of Bond End of Year Book Value End of Year Fair Market Value
857477AL7 STATE STREET CORP    
166764AH3 CHEVRON CORP    
6174468C6 MORGAN STANLEY 100,055 98,554
20030NBS9 COMCAST CORP 95,191 97,076
961214DZ3 WESTPAC BANKING CORP    
91324PCP5 UNITEDHEALTH GROUP 100,032 98,555
07330MAA5 BRANCH BANKING TRUST 99,998 95,814
459200HU8 IBM CORP 100,091 99,756
370334CF9 GENERAL MILLS INC 99,381 98,596
057071854 BAIRD AGGREGATE BOND    
89153VAT6 TOTAL CAPITAL INTL 101,797 91,833
12547CBN7 CIBC BK USA C D 25,000 24,936
14042RVU2 CAPITAL ONE C D 25,000 24,783
15987UBU1 CHARLES SCHWAB C D 25,000 24,994
29736RAP5 ESTEE LAUDER CO INC 21,762 22,250
30303M8G0 META PLATFORMS INC 24,005 24,345
437076BY7 HOME DEPOT INC 22,958 23,497
438516BU9 HONEYWELL 22,601 23,109
458140BZ2 INTEL CORP 23,917 24,603
61690U7F1 MORGAN STANLEY C D 24,938 25,552
61768EUW1 MORGAN STANLEY C D 24,950 24,784
63743HFG2 NATIONAL RURAL MTN 25,022 25,285
79466LAF1 SALESFORCE COM INC 24,350 24,496
90355GDN3 UBS BK USA C D 25,000 24,786

TY 2023 InvestmentsCorpStockSchedule
Name:
HARTLEY FAMILY FOUNDATION
EIN:
74-2822359
Name of Stock End of Year Book Value End of Year Fair Market Value
00206R102 ATT INC    
037833100 APPLE INC 10,219 135,734
06828M876 BARON EMERGING MARKE    
17275R102 CISCO SYSTEMS INC 30,515 38,900
78462F103 SPDR S P 500 ETF    
779556109 ROWE T PRICE MID-CAP    
166764100 CHEVRON CORPORATION 17,350 26,849
718546104 PHILLIPS 66    
G1151C101 ACCENTURE PLC CL A 5,782 24,564
594918104 MICROSOFT CORP 13,322 141,015
46625H100 J P MORGAN CHASE CO 9,982 39,123
91324P102 UNITED HEALTH GROUP 22,126 45,276
20030N101 COMCAST CORP CL A 47,033 56,260
H1467J104 CHUBB LTD 15,505 36,160
09247X101 BLACKROCK INC    
438516106 HONEYWELL INTERNATIO 23,111 46,136
717081103 PFIZER INC 43,246 35,124
921937694 VANGUARD MIDCAP VALU    
88579Y101 3M CO 60,620 32,905
931142103 WAL MART STORES INC 27,944 47,295
023135106 AMAZON.COM INC 60,289 112,436
060505104 BANK OF AMERICA CORP 31,576 40,741
56585A102 MARATHON PETROLEUM C 9,974 44,508
882508104 TEXAS INSTRUMENTS IN 38,172 58,809
375558103 GILEAD SCIENCES INC    
12572Q105 CME GROUP INC 30,150 35,802
09253F408 ISHARES MSCI EAFE IN    
92826C839 VISA INC 23,371 33,846
02079K305 ALPHABET INC CL A 31,949 83,116
641233200 NEUBERGER BERMAN GEN    
437076102 HOME DEPOT INC 19,566 36,388
958102105 WESTERN DIGITAL CORP    
012653101 ALBEMARLE CORP    
N53745100 LYONDELLBASELL INDUS    
002824100 ABBOTT LABORATORIES 31,182 39,625
92343V104 VERIZON COMMUNICATIO 35,419 22,620
031162100 AMGEN INC 27,110 41,763
03027X100 AMERICAN TOWER CORP 30,748 32,382
57636Q104 MASTERCARD INC 21,058 31,988
253868103 DIGITAL REALTY TRUST 33,174 39,028
87612E106 TARGET CORP    
855244109 STARBUCKS CORP 21,268 25,923
98419M100 XYLEM INC COM 14,746 25,159
620076307 MOTOROLA SOLUTIONS I 19,133 36,005
808513105 SCHWAB CHARLES CORP 22,222 42,656
032654105 ANALOG DEVICES INC 20,444 41,300
773903109 ROCKWELL AUTOMATION 18,014 18,629
478160104 JOHNSON JOHNSON 42,886 37,618
00724F101 ADOBE SYS INC 10,405 11,932
22160K105 COSTCO WHSL CORP 38,525 52,806
278865100 ECOLAB INC 35,298 44,629
79466L302 SALESFORCE COM INC 10,268 11,841
907818108 UNION PACIFIC CORP 18,718 20,878
00287Y109 ABBVIE INC 43,275 41,067
149123101 CATERPILLAR INC 17,511 23,654

TY 2023 InvestmentsOtherSchedule2
Name:
HARTLEY FAMILY FOUNDATION
EIN:
74-2822359
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
921937694 VANGUARD MIDCAP VALU AT COST 157,930 206,330
779556109 T ROWE PRICE MID CAP AT COST 104,416 197,482
057071854 BAIRD AGGREGATE BOND AT COST 416,861 354,391
31420B300 FEDERATED HERMES INS AT COST 50,000 48,551
06828M876 BARON EMERGING MARKE AT COST 119,582 157,672
78462F103 SPDR S P 500 ETF AT COST 110,335 311,328
641233200 NEUBERGER BERMAN GEN AT COST 55,000 57,191
09253F408 ISHARES MSCI EAFE IN AT COST 369,192 424,850

TY 2023 OtherAssetsSchedule
Name:
HARTLEY FAMILY FOUNDATION
EIN:
74-2822359
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
000000000 MISCELLANEOUS ENTRY 1,573 1,851 1,851


TY 2023 OtherDecreasesSchedule
Name:
HARTLEY FAMILY FOUNDATION
EIN:
74-2822359
Description Amount
DIGITAL REALTY TR ROC ADJ 406
ROUNDING 12
PY ROC ADJ 8


TY 2023 OtherExpensesSchedule
Name:
HARTLEY FAMILY FOUNDATION
EIN:
74-2822359
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL EXPENSES 958 0   958


TY 2023 OtherIncomeSchedule2
Name:
HARTLEY FAMILY FOUNDATION
EIN:
74-2822359
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 52 52  
FEDERAL TAX REFUND 398 0  


TY 2023 OtherProfessionalFeesSchedule
Name:
HARTLEY FAMILY FOUNDATION
EIN:
74-2822359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 30,516 30,516    


TY 2023 TaxesSchedule
Name:
HARTLEY FAMILY FOUNDATION
EIN:
74-2822359
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,287 1,287   0
FEDERAL TAX PAYMENT - PRIOR YE 1,225 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,864 0   0
FOREIGN TAXES ON NONQUALIFIED 43 43   0