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
G KENNETH AND ANN BAUM PHILANTHROPIC
FUND
Number and street (or P.O. box number if mail is not delivered to street address)5000 WEST 175TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STILLWELL, KS66085
A Employer identification number

46-4198523
B Telephone number (see instructions)

(816) 474-1100
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$28,608,809J 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... 706,547 694,085  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,875,474
b Gross sales price for all assets on line 6a 8,249,985
7 Capital gain net income (from Part IV, line 2)... 1,875,474
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........ 2,582,021 2,569,559  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,000 7,000   7,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
244,688 0   244,688
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,574 8,574   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
206,219 206,219   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 473,481 221,793   251,688
25 Contributions, gifts, grants paid....... 1,846,942 1,846,942
26 Total expenses and disbursements. Add lines 24 and 25 2,320,423 221,793   2,098,630
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 261,598
b Net investment income (if negative, enter -0-) 2,347,766
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,252,966 1,498,646 1,498,646
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   4,251    
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)....... 22,859,272 Click to see attachment
List of Attached Documents:
// Content
22,904,087 		27,004,618
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).......... 105,309 Click to see attachment
List of Attached Documents:
// Content
97,109 		105,545
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) 24,221,798 24,499,842 28,608,809
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 24,221,798 24,499,842
29 Total net assets or fund balances (see instructions)..... 24,221,798 24,499,842
30 Total liabilities and net assets/fund balances (see instructions). 24,221,798 24,499,842
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
24,221,798
2
Enter amount from Part I, line 27a .....................
2
261,598
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,446
4
Add lines 1, 2, and 3 ..........................
4
24,499,842
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
24,499,842
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 PUBLICLY TRADED SECURITIES   2023-01-01 2023-12-31
b PUBLICLY TRADED SECURITIES   2022-01-01 2023-12-31
c CAPITAL GAINS DIVIDENDS P    
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 520,402   499,822 20,580
b 7,729,528   5,874,689 1,854,839
c 55     55
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       20,580
b       1,854,839
c       55
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 1,875,474
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 32,634
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 32,634
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 32,634
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 15,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 60,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 4
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 27,442
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow27,442 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowGREATER KC COMMUNITY FDN Telephone no.right arrow (816) 842-0944

Located atright arrow1055 BROADWAY STE 130KANSAS CITYMO ZIP+4right arrow64105
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
 
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)
 
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
ANN KAUFMANN BAUM CLASS A TRUSTEE
1.00 		0 0 0
4801 MAIN STREET 500
KANSAS CITY,MO64112
BRUCE C DAVISON CLASS B TRUSTEE
1.00 		0 0 0
4801 MAIN STREET 500
KANSAS CITY,MO64112
JANICE C KREAMER CLASS B TRUSTEE
1.00 		0 0 0
4801 MAIN STREET 500
KANSAS CITY,MO64112
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 arrow0
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
25,882,603
b
Average of monthly cash balances.......................
1b
1,347,196
c
Fair market value of all other assets (see instructions)................
1c
104,501
d
Total (add lines 1a, b, and c).........................
1d
27,334,300
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
27,334,300
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
410,015
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
26,924,285
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,346,214
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
1,346,214
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
32,634
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,634
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,313,580
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,313,580
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
1,313,580
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
2,098,630
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
 
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
2,098,630
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 1,313,580
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...... 505,779
b From 2019...... 673,416
c From 2020......  
d From 2021...... 1,737,299
e From 2022...... 576,337
f Total of lines 3a through e ........ 3,492,831
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,098,630
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..... 1,313,580
e Remaining amount distributed out of corpus 785,050
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 4,277,881
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) ... 		505,779
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,772,102
10 Analysis of line 9:
a Excess from 2019.... 673,416
b Excess from 2020....  
c Excess from 2021.... 1,737,299
d Excess from 2022.... 576,337
e Excess from 2023.... 785,050
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).)
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

ACLU FOUNDATION OF KANSAS

PO BOX 917
MISSION,KS66201 		NONE 501 (C)(3) PREVENTION OF THREAT TO CONSTITUTIONAL LIBERTIES 4,750

AMERICAN FOUNDATION FOR SUICIDE

199 WATER ST 11TH FLOOR
NEW YORK,NY10038 		NONE 501 (C)(3) HUMAN SERVICES 500

AMERICAN JEWISH COMMITTEE

P O BOX 7247
PHILADELPHIA,PA19170 		NONE 501 (C)(3) SUPPORT THE WELL-BEING OF THE JEWISH PEOPLE AND ISRAEL 10,000

AMERICAN PUBLIC SQUARE

300 E 39TH STREET 2S
KANSAS CITY,MO64111 		NONE 501 (C)(3) PROMOTE CIVIL PUBLIC DISCOURSE 5,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		NONE 501 (C)(3) TO STOP THE DEFAMATION OF THE JEWISH PEOPLE. 100

ARNOLD GOLD FOUNDATION INC

619 E PALISADE AVENUE
ENGLEWOOD CLIFFS,NJ07632 		NONE 501 (C)(3) HEALTH CARE 2,000

BIRTHRIGHT ISRAEL FOUNDATION

711 3RD AVE 10TH FLOOR
NEW YORK,NY10017 		NONE 501 (C)(3) SUPPORT BIRTHRIGHT ISRAEL 1,300

BOOKS FAIRIES

70 NORTH MAIN STREET
FREEPORT,NY11520 		NONE 501 (C)(3) BOOK FAIRIES SOURCES AND REDISTRIBUTES BOOKS TO UNDER-RESOURCED COMMUNITIES ON LONG ISLAND, NYC 250

BREAKTHROUGH T1D

215 W PERSHING RD 300
KANSAS CITY,MO64108 		NONE 501 (C)(3) TO HELP DIABETES RESEARCH 5,000

CHARLOTTE STREET FOUNDATION

3333 WYOMING ST
KANSAS CITY,MO64111 		NONE 501 (C)(3) SUPPORT AND ADVOCATE FOR LOCAL ARTISTS 1,000

CONGREGATION B'NAI ISRAEL

3600 RIVERSIDE BOULEVARD
SACRAMENTO,CA95818 		NONE 501 (C)(3) SUPPORT THE JEWISH COMMUNITY 250

DEANNA ROSE CHILDREN'S FARMSTEAD

13800 SWITZER ROAD
OVERLAND PARK,KS66221 		NONE 501 (C)(3) SUPPORT THE FARMSTEAD 200

DEEP ROOTS KC

PO BOX 32131
KANSAS CITY,MO64171 		NONE 501 (C)(3) INCREASING NATIVE PLANT LANDSCAPES 2,800

EARLYSTART

2008 E 12TH STREET
KANSAS CITY,MO64127 		NONE 501 (C)(3) HUMAN SERVICES 15,000

ENVIRONMENTAL DEFENSE FUND

P O BOX 98051
WASHINGTON,DC20090 		NONE 501 (C)(3) SUPPORT THE FIGHT AGAINST CLIMATE CHANGE 35

FILM FORUM

209 W HOUSTON ST
NEW YORK,NY10014 		NONE 501 (C)(3) SUPPORT AN ALTERNATIVE SCREENING SPACE 15,000

FOLLY THEATER

1020 CENTRAL ST STE 200
KANSAS CITY,MO64105 		NONE 501 (C)(3) SUPPORT THE THREATER 2,500

GLOBAL CAMPS AFRICA

700 12TH ST 88
LYNCHBURG,VA24504 		NONE 501 (C)(3) SUPPORT SOUTH AFRICA'S VULNERABLE YOUTH WITH THE TOOLS AND KNOWLEDGE TO LEAD HEALTHY 1,000

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		NONE 501 (C)(3) COMMUNITY IMPROVEMENT & CAPACITY BUILDING 45,000

GREATER KANSAS CITY LINC

3100 BROADWAY BLVD 1100
KANSAS CITY,MO64111 		NONE 501 (C)(3) COMMUNITY IMPROVEMENT & CAPACITY BUILDING 1,000

HABITAT FOR HUMANITY

1423 LINWOOD BLVD
KANSAS CITY,MO64109 		NONE 501 (C)(3) SUPPORT INDIVIDUALS AND FAMILIES THROUGH AFFORDABLE HOUSING SOLUTIONS 150

HARRIMAN-JEWELL SERIES

500 COLLEGE HILL CAMPUS BOX 1015
LIBERTY,MO64068 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 2,500

HARVESTERS - THE COMMUNITY FOOD NETWORK

3801 TOPPING AVENUE
KANSAS CITY,MO64129 		NONE 501 (C)(3) FOOD, AGRICULTURE & NUTRITION 50,000

HIGH ASPIRATIONS

6320 BROOKSIDE PLAZA
KANSAS CITY,MO64113 		NONE 501 (C)(3) SUPPORT YOUNG AFRICAN AMERICAN MALES 5,000

HOLOCAUST CENTER OF PITTSBURGH

107 WOODLAND ROAD
PITTSBURGH,PA15232 		NONE 501 (C)(3) HORROR OF THE HOLOCAUST AND ANTISEMITISM WITH INJUSTICES 50,000

HOSPITAL FOR SPECIAL SURGERY

535 EAST 70TH STREET
NEW YORK,NY10021 		NONE 501 (C)(3) EDUCATIONAL 5,000

HYMAN BRAND HEBREW ACADEMY

5801 W 115TH ST
OVERLAND PARK,KS66211 		NONE 501 (C)(3) EDUCATIONAL 7,500

INSTITUTE FOR JEWISH SPIRITUALITY

121 W 27TH STREET SUITE 404
NEW YORK,NY10001 		NONE 501 (C)(3) CIVIL AND HUMAN RIGHTS 1,000

ISLAND HOUSING TRUST

346 STATE RD
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) HOUSING PRESERVATION 7,500

JEWISH AGENCY FOR ISRAEL-NORTH

633 3RD AVE 21ST FLOOR
NEW YORK,NY10017 		NONE 501 (C)(3) HELP JEWISH AND ISRAEL COMMUNITIES 10,000

JEWISH COMMUNITY RELATIONS BUREAUAMERICAN JEWISH COMMITTEE JCRBAJC

5801 W 115TH ST 203
OVERLAND PARK,KS66211 		NONE 501 (C)(3) CIVIL AND HUMAN RIGHTS 15,000

JEWISH ELECTORATE INSTITUTE

P O BOX 33638
WASHINGTON,DC20036 		NONE 501 (C)(3) HELP JEWISH AND ISRAEL COMMUNITIES 5,000

JEWISH FAMILY SERVICES

425 E 63RD ST
KANSAS CITY,MO64110 		NONE 501 (C)(3) HUMAN SERVICES 62,000

JEWISH FEDERATION OF GREATER KANSAS CITY

5801 WEST 115 STREET
OVERLAND PARK,KS66211 		NONE 501 (C)(3) PHILANTHROPY, VOLUNTEERISM & GRANTMAKING FOUNDATION 225,000

JEWISH VOCATIONAL SERVICES

4600 THE PASEO
KANSAS CITY,MO64110 		NONE 501 (C)(3) HOLOCAUST SURVIVORS AND RETURNING WORLD WAR II VETERANS LOOKING TO REBUILD THEIR LIVES 2,000

JOHNSON COUNTY LIBRARY

5120 CEDAR ST
ROELAND PARK,KS66205 		NONE 501 (C)(3) EDUCATIONAL 500

KANSAS CITY ART INSTITUTE

4415 WARWICK BOULEVARD
KANSAS CITY,MO64111 		NONE 501 (C)(3) EDUCATIONAL 5,200

KANSAS CITY COMMUNITY GARDEN

6917 KENSINGTON AVE
KANSAS CITY,MO64132 		NONE 501 (C)(3) ENVIRONMENT 500

KANSAS CITY FRIENDS OF ALVIN AILEY

1714 EAST 18TH STREET
KANSAS CITY,MO64108 		NONE 501 (C)(3) MAKING DANCE ACCESSIBLE TO ALL PEOPLE 1,000

KANSAS CITY GIRLS PREPARATORY ACADEMY FOUNDATION

5000 EAST 7TH STREET
KANSAS CITY,MO64127 		NONE 501 (C)(3) EDUCATIONAL 15,100

KANSAS CITY HOSPICE & PALLIATIVE CARE

1500 MEADOW LAKE PKWY 200
KANSAS CITY,MO64114 		NONE 501 (C)(3) HUMAN SERVICES 25,000

KANSAS CITY REPERTORY THEATER INC

4825 TROOST AVENUE SUITE 106
KANSAS CITY,MO64110 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 2,000

KANSAS CITY SYMPHONY

1703 WYANDOTTE SUITE 200
KANSAS CITY,MO64108 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 105,100

KANSAS CITY YOUNG AUDIENCES

3732 MAIN ST
KANSAS CITY,MO64111 		NONE 501 (C)(3) PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC 4,500

KC UNCORNERED

300 E 39TH STREET SUITE 1G
KANSAS CITY,MO64111 		NONE 501 (C)(3) SUPPORT MENTAL HEALTH 150,000

KCPBS - PUBLIC TELEVISION 19 INC

125 E 31ST ST
KANSAS CITY,MO64108 		NONE 501 (C)(3) PROVIDE EDUCATIONAL PROGRAMMING AND SERVICES 5,000

KCUR 893

4825 TROOST SUITE 202
KANSAS CITY,MO64110 		NONE 501 (C)(3) ARTS AND CULTURE 50,000

KEMPER MUSEUM

4420 WARWICK BLVD
KANSAS CITY,MO64111 		NONE 501 (C)(3) PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC` 7,000

LINDA HALL LIBRARY FOUNDATION

5109 CHERRY STREET
KANSAS CITY,MO64110 		NONE 501 (C)(3) EDUCATIONAL 1,250

LOS ANGELES REGIONAL FOOD BANK

1734 EAST 41ST STREET
LOS ANGELES,CA90058 		NONE 501 (C)(3) HUMAN SERVICES 200

LYRIC OPERA OF KANSAS CITY

1725 HOLMES STREET
KANSAS CITY,MO64108 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 25,000

MARTHA'S VINEYARD BOOK FESTIVAL

131 N WATER ST
EDGARTOWN,MA02539 		NONE 501 (C)(3) EDUCATIONAL 2,000

MARTHA'S VINEYARD COMMUNITY SERVICES - PERMANENT ENDOWMENT

111 EDGARTOWN-VINEYARD HAVEN ROAD
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) EARLY CHILDHOOD PROGRAMS 25,000

MARTHA'S VINEYARD HEBREW CENTER

P O BOX 692
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) RELIGIOUS 10,840

MARTHA'S VINEYARD MUSEUM

151 LAGOON POND RD
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 3,500

MASSACHUSETTS AUDUBON SOCIETY

208 SOUTH GREAT ROAD
LINCOLN,MA01773 		NONE 501 (C)(3) PROTECTS ACRES OF LAND THOUGHOUT MA 50

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN55905 		NONE 501 (C)(3) HEALTHCARE 120,000

MEDSTAR HEALTH

10980 GRANTCHESTER WAY
COLUMBIA,MD21044 		NONE 501 (C)(3) HEALTHCARE 250

MIDWEST CENTER FOR HOLOCAUST EDUCATION INC

5801 W 115TH ST STE 106
OVERLAND PARK,KS66211 		NONE 501 (C)(3) TO TEACH THE HISTORY OF THE HOLOCAUST 3,000

MIDWEST INNOCENCE PROJECT

300 E 39TH STREET
KANSAS CITY,MO64111 		NONE 501 (C)(3) REPRESENTING PEOPLE CONVICTED OF CRIMES THEY DID NOT COMMIT 2,000

MINDDRIVE

2615 HOLMES ST
KANSAS CITY,MO64108 		NONE 501 (C)(3) EDUCATIONAL 20,000

MOCSA

3100 BROADWAY BLVD 400
KANSAS CITY,MO64111 		NONE 501 (C)(3) HUMAN SERVICES 3,000

MS SOCIETY

2000 SHAWNEE MISSION PARKWAY SUITE
310
MISSION WOODS,KS66205 		NONE 501 (C)(3) RAISE FUNDS FOR RESEARCH 1,300

NATIONAL COUNCIL OF JEWISH WOMEN

5311 W 75TH ST
PRAIRIE VILLAGE,KS66208 		NONE 501 (C)(3) IMPROVING THE QUALITY OF LIFE FOR WOMEN, CHILDREN, AND FAMILIES 1,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

2020 W 89TH STE 100
LEAWOOD,KS66206 		NONE 501 (C)(3) HELPS PEOPLE AFFECTED BY MULTIPLE SCLEROSIS 200

NATIONAL WWI MUSEUM AND MEMORIAL

2 MEMORIAL DR
KANSAS CITY,MO64108 		NONE 501 (C)(3) EDUCATIONAL 5,000

NELSON GALLERY FOUNDATION

4525 OAK STREET
KANSAS CITY,MO64111 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 312,385

NEW ENGLAND CONSERVATORY

290 HUNTINGTON AVE
BOSTON,MA02115 		NONE 501 (C)(3) EDUCATIONAL 250

NEW REFORM TEMPLE

7100 MAIN
KANSAS CITY,MO64114 		NONE 501 (C)(3) RELIGIOUS 92,650

NORTHEAST COMMUNITY CENTER

544 WABASH
KANSAS CITY,MO64124 		NONE 501 (C)(3) EDUCATIONAL, CULTURAL AND SOCIAL OPPORTUNITIES 11,000

OBAMA FOUNDATION

5235 S HARPER CT SUITE 1140
CHICAGO,IL60615 		NONE 501 (C)(3) COMMUNITY IMPROVEMENT 1,000

OPERATION BREAKTHROUGH INC

3039 TROOST
KANSAS CITY,MO64109 		NONE 501 (C)(3) PROVIDING A SAFE, LOVING, AND EDUCATIONAL ENVIRONMENT TO CHILDREN LIVING IN POVERTY 5,150

PLANNED PARENTHOOD OF KANSAS & MID MISSOURI

4401 W 109TH STREET 200
OVERLAND PARK,KS66211 		NONE 501 (C)(3) HEALTH CARE 30,000

POLLY HILL ARBORETUM

P O BOX 561
WEST TISBURY,MA02575 		NONE 501 (C)(3) ENVIRONMENT 1,500

PRINCIPALS CONNECT

5101 W 95TH ST
OVERLAND PARK,KS66207 		NONE 501 (C)(3) EDUCATIONAL 23,000

RIVERBANK FOUNDATION

200 EAST 30TH STREET
KANSAS CITY,MO64108 		NONE 501 (C)(3) EDUCATIONAL 1,500

SAINT LUKE'S FOUNDATION

901 E 104TH ST MAIL STOP 100 S
KANSAS CITY,MO64131 		NONE 501 (C)(3) HEALTHCARE 50,000

SHERIFF'S MEADOW FOUNDATION

57 DAVID AVE
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) CONSERVATION 10,500

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		NONE 501 (C)(3) EDUCATIONAL 2,500

SYNERGY SERVICES

P O BOX 90249
AUSTIN,TX78709 		NONE 501 (C)(3) SUPPORT NATIONAL DOMESTIC VIOLENCE HOTLINE 25,000

TEMPLE B'NAI JESHURUN

5101 GRAND AVE
DES MOINES,IA50312 		NONE 501 (C)(3) RELIGIOUS 732

TEMPLE TIFERETH ISRAEL

924 POLK BLVD
DES MOINES,IA50312 		NONE 501 (C)(3) RELIGIOUS 1,000

THE ARTS ENGAGEMENT FOUNDATION OF KC

20 E GREGORY BLVD
KANSAS CITY,MO64114 		NONE 501 (C)(3) PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC 7,500

THE MISSION PROJECT

5909 DEARBORN ST
MISSION,KS66202 		NONE 501 (C)(3) HUMAN SERVICES 3,450

THE NATURE CONSERVANCY

2420 NW BUTTON ROAD
TOPEKA,KS66618 		NONE 501 (C)(3) ENVIRONMENT 250

THE TIBET FUND

241 EAST 32ND ST
NEW YORK,NY10016 		NONE 501 (C)(3) TO SUPPORT THE CULTURAL OF TIBETAN PEOPLE 1,000

TRUMAN LIBRARY INSTITUTE

5151 TROOST AVE STE 300
KANSAS CITY,MO64110 		NONE 501 (C)(3) LIBRARY AND MUSEUM 55,000

UMKC FOUNDATION

5115 OAK ST
KANSAS CITY,MO64112 		NONE 501 (C)(3) EDUCATIONAL 2,650

UNION STATION KANSAS CITY

30 WEST PERSHING ROAD
KANSAS CITY,MO64108 		NONE 501 (C)(3) PRESERVING UNION STATION KANSAS CITY HISTORIC MONUMENT 10,000

UNITED WE

2100 CENTRAL ST STE 11E
KANSAS CITY,MO64108 		NONE 501 (C)(3) TACKLE BARRIERS TO WOMEN'S ECONOMIC GROWTH 5,000

UNIVERSITY ACADEMY FOUNDATION

4520 MAIN SUITE 1050
KANSAS CITY,MO64111 		NONE 501 (C)(3) EDUCATIONAL 21,500

US HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024 		NONE 501 (C)(3) MUSEUM FOR EDUCATION ABOUT THE HOLOCAUST 2,350

VILLAGE SHALOM INC

5500 W 123RD STREET
OVERLAND PARK,KS66209 		NONE 501 (C)(3) HUMAN SERVICES 5,000

VINEYARD CONSERVATION SOCIETY

LAMBERTS COVE RD
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) PRESERVING THE ENVIRONMENT OF MARTHA'S VINEYARD THROUGH ADVOCACY, EDUCATION, AND PROTECTION OF LAND AND WATER 6,000

WAR HORSES FOR VETERANS

5600 W 183RD ST
STILWELL,KS66085 		NONE 501 (C)(3) SUPPORT COMBAT VETERANS AND FIRST RESPONDERS 550

WAYSIDE WAIFS

3901 MARTHA TRUMAN RD
KANSAS CITY,MO64137 		NONE 501 (C)(3) TO SUPPORT THE PET ADOPTION CAMPUS 200

WOMEN'S EMPLOYMENT NETWORK

920 MAIN STREET SUITE 100
KANSAS CITY,MO64105 		NONE 501 (C)(3) EMPLOYMENT 3,500
Total .................................right arrow 3a 1,846,942
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 706,547  
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 1,875,474  
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) .. 0 2,582,021 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,582,021
(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:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RUBINBROWN 14,000 7,000   7,000

TY 2023 InvestmentsCorpStockSchedule
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Name of Stock End of Year Book Value End of Year Fair Market Value
AAON INC 14,467 39,299
ABBOTT LABORATORIES 46,600 55,035
ACCENTURE PLC 53,759 64,918
ADOBE SYSTEMS INCORPORATED COM 19,464 101,422
AERCAP HOLDINGS N.V. 140,311 204,826
AIR PRODUCTS AND CHEMICALS INC 100,393 116,913
AIRBNB INC 52,386 62,216
ALIGN TECHNOLOGY INC COM 5,152 14,796
ALPHABET INC CAP STK CL C 154,152 416,448
ALTAIR ENGR INC COM CL A 70,407 95,201
AMAZON.COM INC 217,338 604,873
AON PLC SHS CL A COM 42,197 97,783
APPLE INC 40,242 203,312
ARMSTRONG WORLD INDS INC NEW COM 25,753 26,841
AUTODESK INC 41,263 51,374
AXALTA COATING SYSTEMS LTD COM 21,117 26,055
AXON ENTERPRISE INC COM 3,719 18,083
AZENTA INC COM 21,831 14,657
BALCHEM CORP 11,191 20,825
BAYER AG SPON 113,883 71,459
BERKSHIRE HATHAWAY INC COM 64,068 145,161
BLACKLINE INC COM 9,153 13,425
BLACKROCK INC COM 69,350 147,748
BROADRIDGE FINANCIAL SOLUTION INC COM 13,440 28,805
CABLE ONE INC COM 28,400 13,915
CANNAE HLDGS INC COM 19,341 8,936
CAPITAL ONE FINANCIAL CORP COM 78,338 125,088
CARMAX INC 17,930 16,422
CASELLA WASTE SYSTEMS INC 35,523 52,130
CHARTER COMMUNICATIONS INC 27,603 31,483
CHEVRON CORP NEW COM 67,678 102,175
CHURCHILL DOWNS INC 17,770 41,019
CINCINNATI FINANCIAL CORP COM 36,960 67,042
CISCO SYSTEMS INC 55,744 95,887
CLEARWATER ANALYTICS HLDGS INC CL A 13,961 16,825
COMCAST CORP 185,409 206,709
CONOCOPHILLIPS COM 237,542 265,568
CONSTRUCTION PARTNERS INC COM CL 9,367 26,112
CSW INDUSTRIALS INC 9,735 11,408
DECKERS OUTDOOR CORP 10,076 50,132
DEFINITIVE HEALTHCARE CORP 14,303 7,008
DESCARTES SYS GROUP INC COM 11,231 34,465
DIAGEO ADR EACH REPR 4 ORD 70,664 89,290
DIAMOND HILL SHORT DURAT SEC BOND I 1,225,000 1,166,828
DIGI INTERNATIONAL INC 18,547 14,560
DOMINION ENERGY INC COM 107,084 70,594
DOUBLELINE TOTAL RETURN BOND FD CL I 2,066,999 1,726,686
DOUGLAS DYNAMICS INC COM 13,028 10,982
ELEVANCE HEALTH INC COM 100,696 133,451
ELI LILLY &CO 14,646 15,156
ENDAVA PLC 19,763 27,948
ENTEGRIS INC 14,011 40,619
ESCO TECHNOLOGIES INC 9,735 17,555
EXPONENT INC 17,144 27,733
FASTENAL COM STK 50,663 107,324
FEDERAL SIGNAL 13,105 16,499
FIDELITY NATL INFORMATION 144,049 98,455
FIRSTSERVICE CORP COM NPV 11,741 26,745
FOX FACTORY HOLDING CORP COM 10,556 11,809
GARTNER INC 27,690 38,344
GENERAL ELECTRIC CO COM NEW 71,059 193,870
GOLDMAN SACHS 2,138,358 2,376,884
HANOVER INSURANCE GROUP INC 20,685 20,763
HASBRO INC COM 17,416 8,884
HELIOS TECHNOLOGIES INC COM 14,430 14,739
HENRY JACK &ASSOCIATES INC COM 22,443 24,185
HILLMAN SOLUTIONS CORP COM 13,841 10,545
HILTON WORLDWIDE HLDGS INC 36,118 100,514
INFINITY Q DIVRS ALPHA INSTL 59,763 0
INVESCO DEVELOPING MARKETS R6 1,090,038 755,827
JOHN BEAN TECHNOLOGIES 9,175 12,431
JOHNSON &JOHNSON COM 108,805 127,430
LAMB WESTON HLDGS INC COM 23,552 39,561
LANCASTER COLONY CORP 20,556 27,454
LEMAITRE VASCULAR INC 6,311 15,893
LIBERTY BROADBAND CORP COM SER C 95,385 108,555
LOWES COMPANIES INC COM 51,567 134,865
MARRIOTT INTERNATIONAL INC 25,037 96,293
MARTIN MARIETIA MATERIALS INC COM 8,692 22,451
MASTERCARD INCORPORATED CL A 16,464 78,904
MBIA INC 1,144 6,646
MERCK &CO. INC COM 65,804 122,429
MERCURY SYSTEMS INC 16,755 12,800
MERIT MEDICAL SYSTEMS INC 7,944 20,129
MESA LABORATORIES INC 18,839 9,429
META PLATFORMS INC CLASS A COMMON STOCK 86,871 264,408
METWEST UNCONSTRAINED BOND I 3,575,030 3,081,670
MICROSOFT CORP 147,293 634,379
MODEL N INC 18,822 15,889
MURPHY USA INC 21,096 28,881
NATIONAL RESEARCH CORPORATION 4,256 4,352
NEOGEN CORP 24,067 19,708
NESTLE ADR 56,308 72,963
NETFLIX INC 148,805 268,271
NEWMARKET CORP 25,545 30,021
NIKE INC CLASS B 25,480 27,794
NINTENDO 8 ADR REP ORD 79,300 77,368
NORFOLK SOUTHN CORP COM 84,917 142,537
NORTHROP GRUMMAN CORP 92,471 102,523
NOVANTA INC COM NPV 10,775 28,630
NOVO NORDISK 30,314 33,621
OCCIDENTAL PETE CORP 34,656 33,199
PAYCHEX INC COM 44,860 99,933
PAYCOR HCM INC COM 18,731 13,386
PAYPAL HLDGS INC COM 47,626 57,664
PERRIGO COMPANY PLC 15,563 10,812
PHILIP MORRIS INTERNATIONAL INC 118,382 133,311
POST HLDGS INC COM 17,293 23,424
PROGRESSIVE CORP COM 68,222 108,948
PROS HOLDINGS INC 17,853 20,365
PROSUS N.V. SPON ADR EACH REP 0.20 ORD 95,010 83,068
Q2 HOLDINGS INC 23,088 13,066
RBC BEARINGS INC 11,382 25,640
REPLIGEN CORP 4,260 14,384
REYNOLDS CONSUMER PRODS INC COM 17,962 15,755
SAFRAN SA UNSPON ADR EA REP 0.25 ORD 135,853 177,050
SALESFORCE.COM INC COM 20,771 84,205
SAP ADR REP 1 107,243 124,909
SCHWAB CHARLES CORP 99,250 124,666
SERVICENOW INC COM 17,378 114,451
SHELL PLC SPON ADS EA REP 181,193 223,654
SIMPSON MFG INC COM 10,746 37,616
SIMULATIONS PLUS INC 17,787 14,991
SITEONE LANDSCAPE SUPPLY INC COM 8,094 23,563
SPS COMM INC COM 7,782 35,860
STARBUCKS CORP COM 110,218 115,692
STEVANATO GROUP S.P.A 12,992 17,193
TAIWAN SEMICONDUCTOR MANUFACTURING 99,725 110,552
TEXAS INSTRUMENTS INC COM 92,356 145,914
THERMO FISHER SCIENTIFIC INC 35,199 42,994
TRANSCAT INC 8,068 12,026
TREX COMPANY INC 28,754 53,896
UNIFIRST CORP 15,656 14,450
UNITED PARCEL SERVICE INC 73,785 103,143
UNITEDHEALTH GROUP INC 83,757 212,693
VAIL RESORTS 21,558 18,572
VANGUARD DEVELOPED MRKTS INDEX INSTL 331,233 419,616
VANGUARD GROWTH INDEX 3,000,010 3,624,556
VANGUARD TOTAL STOCK MARKET INSTL 2,782,487 3,203,955
VERICEL CORP 18,242 13,710
VERIZON COMMUNICATIONS INC 75,416 60,923
VERTEX INC CL A 13,405 13,739
VISA INC 64,061 133,820
WATERS CORP 21,731 26,997
WD 40 CO COM 8,692 10,758
WELLS FARGO CO NEW COM 137,349 181,228
WHITE MTNS INS GROUP LTD COM 24,401 34,615
WOODWARD INC COM 52,953 77,730
WORKDAY INC 28,451 38,372
WORKIVA INC COM CL A 12,083 12,691
ZEBRA TECHNOLOGIES CORPORATION 21,894 19,950
ZOETIS INC 33,427 42,040

TY 2023 InvestmentsOtherSchedule2
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CROWN CASTLE INTL CORP NEW COM AT COST 83,186 86,162
FIRST INDL RLTY TR INC COM AT COST 13,923 19,383

TY 2023 OtherExpensesSchedule
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISOR FEES 132,382 132,382   0
ADR FEES 848 848   0
INVESTMENT MANAGEMENT FEES 72,989 72,989   0


TY 2023 OtherIncreasesSchedule
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Description Amount
BOOK TO TAX DIFFERENCE 16,446


TY 2023 OtherProfessionalFeesSchedule
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CREDO PHILANTHROPY ADVISORS LLP 140,000 0   140,000
PEYTON LANE LLC 54,938 0   54,938
CRUX KC LLC 45,750 0   45,750
JUDGES FOR AWARDS 4,000 0   4,000


TY 2023 TaxesSchedule
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 8,574 8,574   0