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
HOREJSI CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2121 EAST CRAWFORD PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALINA, KS67401
A Employer identification number

46-0447536
B Telephone number (see instructions)

(785) 823-3097
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$148,236,045J 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) 13,960,703
2 Check right arrow.............
3 Interest on savings and temporary cash investments 340,442 340,442  
4 Dividends and interest from securities... 3,394,146 3,394,146  
5a Gross rents............ 55,587 55,587  
b Net rental income or (loss) 36,936
6a Net gain or (loss) from sale of assets not on line 10 4,884,642
b Gross sales price for all assets on line 6a 8,776,110
7 Capital gain net income (from Part IV, line 2)... 4,884,642
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........ 22,635,520 8,674,817  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 54,929 54,929   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
6,500 5,850   650
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
22,072 4,263   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
6,318 6,318  
20 Occupancy.............. 1,700 1,700   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,428 18,428   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 109,947 91,488   650
25 Contributions, gifts, grants paid....... 6,686,263 6,686,263
26 Total expenses and disbursements. Add lines 24 and 25 6,796,210 91,488   6,686,913
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,839,310
b Net investment income (if negative, enter -0-) 8,583,329
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......... 28,501,865 29,166,007 29,166,007
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow726,072
Less: accumulated depreciation (attach schedule) right arrow567,695 164,695 Click to see attachment
List of Attached Documents:
// Content
158,377 		876,220
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 94,463,601 Click to see attachment
List of Attached Documents:
// Content
118,193,818 		118,193,818
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) 123,130,161 147,518,202 148,236,045
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........ 4,719,735 4,719,735
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 118,410,426 142,798,467
29 Total net assets or fund balances (see instructions)..... 123,130,161 147,518,202
30 Total liabilities and net assets/fund balances (see instructions). 123,130,161 147,518,202
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
123,130,161
2
Enter amount from Part I, line 27a .....................
2
15,839,310
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,548,731
4
Add lines 1, 2, and 3 ..........................
4
147,518,202
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
147,518,202
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 PUBLICILY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,776,110   3,891,468 4,884,642
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       4,884,642
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,884,642
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) 1 119,308
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........................... 3 119,308
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- ..... 5 119,308
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 177,243
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 177,243
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 57,935
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow57,935 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 arrowSD
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
Yes
 
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 arrowJOEL LOONEY Telephone no.right arrow (785) 827-0910

Located atright arrow2121 E CRAWFORD PLSALINAKS ZIP+4right arrow67401
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)
 
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
STEWART HOREJSI CHIEF INVESTMENT OFFICER/DIRECTOR
2.00 		24,000 0 0
2121 E CRAWFORD PLACE
SALINA,KS67401
JOEL LOONEY PRESIDENT
0.00 		0 0 0
2121 E CRAWFORD PLACE
SALINA,KS67401
SUSAN CICIORA DIRECTOR
0.00 		0 0 0
2121 E CRAWFORD PLACE
SALINA,KS67401
JOHN HOREJSI DIRECTOR
0.00 		0 0 0
2121 E CRAWFORD PLACE
SALINA,KS67401
JACOB HEMMER VP
0.00 		0 0 0
2121 E CRAWFORD PLACE
SALINA,KS67401
APRIL MCCULLOUGH SECRETARY
0.00 		0 0 0
2121 E CRAWFORD PLACE
SALINA,KS67401
JACK CICIORA DIRECTOR
30.00 		30,929 0 0
2121 E CRAWFORD PLACE
SALINA,KS67401
LEE LEGLEITER VP/ASST SEC
0.00 		0 0 0
2121 E CRAWFORD PLACE
SALINA,KS67401
JOHN CICIORA DIRECTOR
0.00 		0 0 0
2121 E CRAWFORD PLACE
SALINA,KS67401
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
94,222,929
b
Average of monthly cash balances.......................
1b
35,167,000
c
Fair market value of all other assets (see instructions)................
1c
1,103,182
d
Total (add lines 1a, b, and c).........................
1d
130,493,111
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
130,493,111
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,957,397
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
128,535,714
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,426,786
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
6,426,786
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
119,308
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
119,308
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,307,478
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,307,478
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
6,307,478
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
6,686,913
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
6,686,913
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 6,307,478
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......  
b From 2019......  
c From 2020......  
d From 2021...... 426,554
e From 2022......  
f Total of lines 3a through e ........ 426,554
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,686,913
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..... 6,307,478
e Remaining amount distributed out of corpus 379,435
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 5 805,989
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		805,989
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 426,554
d Excess from 2022....  
e Excess from 2023.... 379,435
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).)
STEWART HOREJSI
SUSAN CICIORA
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

ALPHA XI OF SIGMA CHI ALUMNI CORPORATION

1901 W 47TH PL STE 204
MISSION,KS66205 		NONE PC GENERAL FUND 150,000

AMERICAN DIABETES ASSOCIATION

PO BOX 7023
MERRIFIELD,VA221167023 		NONE PC SPECIFICALLY NAMED DISEASES, SPECIFICALLY NAMED DISEASES, COMMUNITY COALITIONS 1,000

AMERICAN CANCER SOCIETY INC

3380 CHASTAIN MEADOWS PARKWAY NW
SUITE 200
KENNSAW,GA301440101 		NONE PC HUMAN SERVICE ORGANIZATIONS, CANCER, COMMUNITY, NEIGHBORHOOD DEVELOPMENT, IMPROVEMENT 5,500

ARCS FOUNDATION INC - PHOENIX CHAPTER

3104 E CAMELBACK RD PMB 975
PHOENIX,AZ95016 		NONE PC SCHOLARSHIPS, STUDENT FINANCIAL AID, AWARDS 25,500

ASHBY HOUSE LTD

PO BOX 3482
SALINA,KS67402 		NONE PC HOUSING EXPENSE REDUCTION SUPPORT 5,000

ARIZONA STATE UNIVERSITY FOUNDATION

PO BOX 2260
TEMPE,AZ852802260 		NONE PC GENERAL FUND 200,000

ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY

PO BOX 2260
TEMPE,AZ852802260 		NONE PC GENERAL FUND 30,000

AZ FOUNDATION FOR WOMEN INC

2201 E CAMELBACK ROAD STE 405B
PHOENIX,AZ85016 		NONE PC WOMEN'S RIGHTS 10,000

AZ WOMEN'S BOARD

5921 E INDIAN BEND RD
PARADISE VALLEY,AZ85253 		NONE PC SUPPORT AND RESEARCH TO PREVENT KIDNEY DISEASE 10,000

BIG BROTHERS BIG SISTERS OF METRO CHICAGO

560 W LAKE ST 5TH FLR
CHICAGO,IL60661 		NONE PC ADULT, CHILD MATCHING PROGRAMS 10,000

BLESSED HOPE FAMILY INC

2312 KENSINGTON RD
SALINA,KS67401 		NONE PC FAMILY SERVICES 5,000

BREAST CANCER RESEARCH FOUNDATION

28 W 44TH ST STE 609
NEW YORK,NY10036 		NONE PC CANCER RESEARCH, FUND RAISING AND/OR FUND DISTRIBUTION, CANCER 20,000

BUTTERFIELD COUNTRY CLUB SCHOLARSHIP PROGRAM

2800 MIDWEST RD
OAK BROOK,IL60523 		NONE PC SCHOLARSHIPS, STUDENT FINANCIAL AID, AWARDS 10,000

CENTER FOR ARIZONA POLICY INC

PO BOX 97250
PHOENIX,AZ85060 		NONE PC FREEDOM OF RELIGION ISSUES, PUBLIC, SOCIETY BENEFIT - MULTIPURPOSE AND OTHER N.E.C, ALLIANCE/ADVOCACY ORGANIZATIONS 8,500

CHARITIES AID FOUNDATION AMERICA

225 REINEKERS LN SUITE 375
ALEXANDRIA,VA22314 		NONE PC GENERAL FUND 522,222

CHICAGO BLACKHAWKS FOUNDATION

1901 W MADISON ST
CHICAGO,IL60612 		NONE PC DONATION 49,000

CHICAGO DISTRICT GOLF ASSOCIATION

11855 ARCHER AVE
LEMONT,IL60439 		NONE PC GENERAL FUND 10,000

CHICAGO ZOOLOGICAL SOCIETYBISON CIRCLE

3300 S GOLF RD
BROOKFIELD,IL60513 		NONE PC PROTECTION OF ENDANGERED SPECIES, WILDLIFE PRESERVATION AND PROTECTION 10,000

CHILD ADVOCACY & PARENTING SERVICES INC

155 N OAKDALE STE 200
SALINA,KS67401 		NONE PC FAMILY SERVICES, VICTIMS' SERVICES, CHILDREN'S AND YOUTH SERVICES 5,000

CHILDREN'S ONCOLOGY SUPPORT FUND

1287 N CRESCENT HEIGHTS BLVD APT E
WEST HOLLYWOOD,CA90046 		NONE PC GENERAL FUND 32,000

CYSTIC FIBROSIS FOUNDATION - GREATER ILLINOIS CHAPTER

150 N MICHIGAN AVENUE SUITE 1550
CHICAGO,IL60601 		NONE PC LUNG, SPECIFICALLY NAMED DISEASES, RESEARCH 10,000

DOMESTIC VIOLENCE ASSOC OF CENTRAL KS INC

148 N OAKDALE AVE
SALINA,KS67401 		NONE PC GENERAL FUND 5,000

DU PAGE GRAUE MILL CORPORATION

3800 YORK RD
OAK BROOK,IL60523 		NONE PC HISTORICAL PRESERVATION 5,000

FRIENDS OF BIRDLIFE INTERNATIONAL INC

57 WEST 57TH ST 4TH FLOOR
NEW YORK,NY10019 		NONE PC WILDLIFE PRESERVATION & PROTECTION 45,150

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203 		NONE PC ART MUSEUM 50,000

FOLDS OF HONOR TENNESSEE CHAPTER INC

664 LEGENDS CREST DRIVE
FRANKLIN,TN59802 		NONE PC GENERAL FUND 75,000

GABRIELLE'S ANGEL FOUNDATION FOR CANCER RESEARCH INC

430 WEST 14TH STREET
NEW YORK,NY10014 		NONE PC CANCER RESEARCH, PUBLIC FOUNDATIONS, CANCER 6,000

GENEVA LAKE WATER SAFETY COMM INC

PO BOX 548
WILLIAMS BAY,WI53191 		NONE PC SAFETY EDUCATION 10,000

GRAMMY MUSEUM FOUNDATION INC

800 W OLYMPIC BLVD STE A245
LOS ANGELES,CA90015 		NONE PC MUSEUM & MUSEUM ACTIVITIES 7,000

GRAND CANYON CONSERVANCY

PO BOX 399
GRAND CANYON,AZ86023 		NONE PC NATURAL RESOURCES CONSERVATION & PROTECTION 2,000

H FOUNDATION

60 S LA GRANGE RD
LA GRANGE,IL60525 		NONE PC FUNDING BASIC CANCER RESEARCH 20,000

HOPEWELL FUND

1828 L STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL FUND 50,000

IMPACT THROUGH GOLF FOUNDATION

78-060 CALL ESTADO STE 12
LA QUINTA,CA92253 		NONE PC GENERAL FUND 31,200

INFANT WELFARE SOCIETY OF CHICAGO

3600 W FULLERTON AVE
CHICAGO,IL60647 		NONE PC AMBULATORY HEALTH CENTER, COMMUNITY CLINIC, COMMUNITY MENTAL HEALTH CENTER 5,000

LAKE COUNTY RUGBY FOOTBALL CLUB

36753 N HUTCHINS ROAD
GURNEE,IL60031 		NONE PC AMATEUR SPORTS CLUBS, LEAGUES, N.E.C. 10,000

LAKE GENEVA FRESH AIR ASSOCIATION

PO BOX 10
WILLIAMS BAY,WI53191 		NONE PC RECREATIONAL AND SPORTING CAMPS (DAY, OVERNIGHT, ETC.) 10,000

LITTLE FRIENDS INC

27555 DIEHL RD
WARRENVILLE,IL60555 		NONE PC DEVELOPMENTALLY DISABLED SERVICES/CENTERS, AUTISM, VOCATIONAL REHABILITATION (INCLUDES JOB TRAINING AND EMPLOYMENT FOR DISABLED AND ELDERLY) 1,000

LOBULAR BREAST CANCER ALLIANCE INC

PO BOX 200 119 WHITE HORSE RD
WHITE HORSE BEACH,MA02381 		NONE PC SUPPORT CANCER RESEARCH AND TRIALS 20,000

MAKE A WISH AMERICA

1702 E HIGHLAND AVE
PHOENIX,AZ85016 		NONE PC PATIENT SERVICES - ENTERTAINMENT, RECREATION 15,000

MAYO CLINIC

13400 E SHEA BLVD
SCOTTSDALE,AZ85259 		NONE PC COMMUNITY HEALTH SYSTEMS 2,000,000

MEGAN BUTZ LEGACY OF HOPE

3 WAYNE LANE
HAWTHORNE WOODS,IL66047 		NONE PC HUMAN SERVICE ORGANIZATIONS, ADOPTION, HUMAN SERVICE ORGANIZATIONS 19,232

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVE
NEW YORK,NY10028 		NONE PC MUSEUM & MUSEUM ACTIVITIES 80,519

MISSION PROJECT INC

5960 DEARBORN SUITE 201
MISSION,KS66202 		NONE PC SERVICES TO PROMOTE THE INDEPENDENCE OF SPECIFIC POPULATIONS, SYNDROME, DIGESTIVE DISEASES, DISORDERS 1,000

MUSEUM OF CONTEMPORARY ART

220 E CHICAGO AVE
CHICAGO,IL60611 		NONE PC MUSEUM & MUSEUM ACTIVITIES 11,000

MUSIC INSTITUTE OF CHICAGO

1702 SHERMAN AVE
EVANSTON,IL60201 		NONE PC ARTS EDUCATION/SCHOOLS, MUSIC 15,000

NEW YORK ROAD RUNNERS INC

PO BOX 22171
NEW YORK,NY10087 		NONE PC PHYSICAL FITNESS/COMMUNITY RECREATIONAL FACILITIES, YOUTH DEVELOPMENT PROGRAMS, PHILANTHROPY / CHARITY / VOLUNTARISM PROMOTION 6,000

NORTHSHORE UNIVERSITY HEALTHSYSTEM

1301 CENTRAL STREET
EVANSTON,IL60201 		NONE PC HOSPITAL (GENERAL) 15,000

NOTMYKID INC

5310 E SHEA BOULEVARD
SCOTTSDALE,AZ85254 		NONE PC CITIZENSHIP PROGRAMS, YOUTH DEVELOPMENT, HUMAN SERVICES - MULTIPURPOSE AND OTHER N.E.C. 23,800

PAWS CHICAGO

1997 N CLYBOURN AVE
CHICAGO,IL60614 		NONE PC ANIMAL PROTECTION AND WELFARE, ANIMAL TRAINING, BEHAVIOR, ALLIANCE/ADVOCACY ORGANIZATIONS 15,000

PARKINSON'S FOUNDATION

200 SE 1ST ST STE 800
MIAMI,FL33131 		NONE PC NEUROLOGY, NEUROSCIENCE, HEALTH SUPPORT SERVICES 20,000

PHI GAMMA DELTA EDUCATIONAL FOUNDATION

PO BOX 4599
LEXINGTON,KY405444599 		NONE PC SCHOLARSHIP FUND 100,000

SALINA AM CHAPTER OF NATIONAL AMBUCS INC

PO BOX 1952
SALINA,KS67402 		NONE PC DONATION - RAMP BUILDING PROGRAM 5,000

SALINA EMERGENCY AIDFOOD BANK INC

PO BOX 1482 255 S CHICAGO ST
SALINA,KS67401 		NONE PC FOOD BANKS & PANTRIES 5,000

SALINA GRACE FOUNDATION

645 E CRAWFORD ST UNIT E8
SALINA,KS67401 		NONE PC TEMPORARY SHELTER FOR THE HOMELESS 2,500

SALINA RESCUE MISSION

PO BOX 1667
SALINA,KS67402 		NONE PC HUMAN SERVICE ORGANIZATIONS 2,500

SALINA SHARES

155 S 5TH ST
SALINA,KS67402 		NONE PC CITIZEN PARTICIPATION 25,000

SALUTE INC

PO BOX 2663
PALATINE,IL60078 		NONE PC EMERGENCY ASSISTANCE (FOOD, CLOTHING, CASH) 10,000

SHIRLEY RYAN ABILITY LAB

355 EAST ERIE
CHICAGO,IL60611 		NONE PC REHABILITATIVE MEDICAL SERVICES, NEUROLOGY, NEUROSCIENCE, SPECIAL OLYMPICS 20,000

ST MARY QUEEN OF THE UNIVERSE PARISH

304 E CLOUD
SALINA,KS67401 		NONE PC RELIGION RELATED, SPIRITUAL DEVELOPMENT N.E.C 10,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NONE PC HOSPITAL, PEDIATRICS RESEARCH, BIOLOGICAL & LIFE SCIENCES 10,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

645 E MISSOURI AVE STE 255
PHOENIX,AZ85012 		NONE PC HOSPITAL, PEDIATRICS RESEARCH, BIOLOGICAL & LIFE SCIENCES 43,640

SUSTAINABLE SURF

PO BOX 3058
MANHATTAN BEACH,CA90266 		NONE PC ENVIRONMENTAL EDUCATION AND OUTDOOR SERVIVAL PROGRAMS, OTHER RECREATION, SPORTS, OR LEISURE ACTIVITIES N.E.C. 15,000

SWIFT YOUTH FOUNDATION

16099 N 82ND ST SUITE B2A
SCOTTSDALE,AZ85260 		NONE PC CITIZENSHIP PROGRAMS, YOUTH DEVELOPMENT 25,000

MOSHARRAFA PLASTIC SURGERY FOUNDATION INC

4611 E SHEA BLVD SUITE 230
PHOENIX,AZ85028 		NONE PC GENERAL FUND 25,000

THE SALINA EDUCATION FOUNDATION

PO BOX 797
SALINA,KS67402 		NONE PC GENERAL FUND - EDUCATION 5,000

THUNDERBIRDS CHARITIES

7226 W 16TH ST 100
PHOENIX,AZ85020 		NONE PC GENERAL FUND 50,000

TIGER WOODS FOUNDATION

15440 LAGUNA CANYON RD SUITE 230
IRVINE,CA92618 		NONE PC SCHOLARSHIPS, STUDENT FINANCIAL AID, AWARDS, YOUTH DEVELOPMENT PROGRAMS 15,000

UNITED STATES MARSHALS POSSE

11249 N 74TH ST
SCOTTSDALE,AZ85260 		NONE PC SUPPORT AND EDUCATION FOR THE U.S. MARSHALS 5,000

KANSAS UNIVERSITY ENDOWMENT ASSOCIATION

1891 CONSTANT AVENUE
LAWRENCE,KS66047 		NONE PC EDUCATIONAL SERVICES AND SCHOOLS - OTHER 2,500,000

VALLEY GUARDIANS

7135 E CAMELBACK RD STE 230
SCOTTSDALE,AZ85251 		NONE PC GENERAL FUND 10,000

VINCERE FOUNDATION

7575 E REDFIELD RD STE 235
SCOTTSDALE,AZ85260 		NONE PC CANCER 100,000
Total .................................right arrow 3a 6,686,263
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 ........... 		    14 340,442  
4 Dividends and interest from securities ....     14 3,394,146  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 36,936  
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 4,884,642  
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 8,656,166 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,656,166
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
HOREJSI CHARITABLE FOUNDATION INC
 
Employer identification number

46-0447536
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
HOREJSI CHARITABLE FOUNDATION INC
  		Employer identification number
46-0447536
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SUSAN L CICIORA TRUST
 
3000 A STREET STE 200
 
ANCHORAGE, AK99503

$ 11,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CHARITABLE SUPPORT PARTNERS CLAT
 
3000 A STREET STE 200
 
ANCHORAGE, AK99503

$ 2,958,600


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
SUSAN L CICIORA
2121 E CRAWFORD PLACE
 
SALINA, KS67401

$ 351


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
JOHN HOREJSI
2121 E CRAWFORD PLACE
 
SALINA, KS67401

$ 700


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
JACK CICIORA
2121 E CRAWFORD PLACE
 
SALINA, KS67401

$ 351


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
AMANDA CICIORA FREEMAN
2121 E CRAWFORD PLACE
 
SALINA, KS67401

$ 351


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
HOREJSI CHARITABLE FOUNDATION INC
  		Employer identification number
46-0447536
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
COURTNEY CICIORA
2121 E CRAWFORD PLACE
 
SALINA, KS67401

$ 350


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
HOREJSI CHARITABLE FOUNDATION INC
  		Employer identification number

46-0447536
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 1 SHARE BERKSHIRE HATHAWAY CLASS A - FAIR VALUE - $351 TAX BASIS $ 549,448 2023-11-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 2 SHARES BERKSHIRE HATHAWAY CLASS A - FAIR VALUE - $700 TAX BASIS $ 1,098,895 2023-11-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 1 SHARE BERKSHIRE HATHAWAY CLASS A - FAIR VALUE - $351 TAX BASIS $ 549,448 2023-11-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 1 SHARE BERKSHIRE HATHAWAY CLASS A - FAIR VALUE - $351 TAX BASIS $ 549,448 2023-11-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 1 SHARE BERKSHIRE HATHAWAY CLASS A - FAIR VALUE - $350 TAX BASIS $ 549,448 2023-11-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
HOREJSI CHARITABLE FOUNDATION INC
  		Employer identification number

46-0447536
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
HOREJSI CHARITABLE FOUNDATION INC
EIN:
46-0447536
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,500 5,850   650

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

TY 2023 DepreciationSchedule
Name:
HOREJSI CHARITABLE FOUNDATION INC
EIN:
46-0447536
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
BLDG 253 N SANTA 1979-05-01 64,000 64,000 SL 15.000000000000 0 0    
LAND 1979-05-01 123,997   L   0 0    
HVAC @ 253 N SANTA 1980-01-01 16,293 16,293 SL 10.000000000000 0 0    
REMODEL 253 N SANTA 1980-01-01 98,541 98,541 SL 15.000000000000 0 0    
FULLY DEPRECIATED FURNITURE & FIXTURES 1980-01-01 21,520 21,520 SL 5.000000000000 0 0    
FENCE & SLAB N WHSE 1981-10-01 19,804 19,804 SL 15.000000000000 0 0    
STORE REMODEL-B AL 1983-05-01 11,214 11,214 SL 15.000000000000 0 0    
STORE REMODEL-RITT 1983-05-01 2,331 2,331 SL 15.000000000000 0 0    
WILBUR CONSTRUCTIONS 1984-05-01 18,377 18,377 SL 18.000000000000 0 0    
TRUCK BUILDING 1984-10-01 15,723 15,723 SL 18.000000000000 0 0    
LAUNDROMAT 340 N S 1987-09-02 27,872 27,872 SL 31.500000000000 0 0    
CHAIN LINK FENCE 1996-09-07 4,416 4,416 SL 31.500000000000 0 0    
NEW CYLINDER PREP 1997-07-31 114,854 112,442 SL 31.500000000000 2,412 2,412    
ELECTRICAL NEW CYL 1997-07-31 34,825 34,825 SL 15.000000000000 0 0    
RETAIL STORE BUILDING 1997-12-17 76,195 60,523 SL 39.000000000000 1,954 1,954    
BWS-S WAREHOUSE BLDG 1997-12-17 61,920 49,185 SL 39.000000000000 1,588 1,588    
H2 PUMP BLDG 1999-02-10 4,276 3,358 SL 39.000000000000 110 110    
STORE REPAIRS 2019-03-27 9,914 953 SL 39.000000000000 254 254    

TY 2023 InvestmentsLandSchedule2
Name:
HOREJSI CHARITABLE FOUNDATION INC
EIN:
46-0447536
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BLDG 253 N SANTA 64,000 64,000 0  
LAND 123,997 0 123,997  
HVAC @ 253 N SANTA 16,293 16,293 0  
REMODEL 253 N SANTA 98,541 98,541 0  
FULLY DEPRECIATED FURNITURE & FIXTURES 21,520 21,520 0  
FENCE & SLAB N WHSE 19,804 19,804 0  
STORE REMODEL-B AL 11,214 11,214 0  
STORE REMODEL-RITT 2,331 2,331 0  
WILBUR CONSTRUCTIONS 18,377 18,377 0  
TRUCK BUILDING 15,723 15,723 0  
LAUNDROMAT 340 N S 27,872 27,872 0  
CHAIN LINK FENCE 4,416 4,416 0  
NEW CYLINDER PREP 114,854 114,854 0  
ELECTRICAL NEW CYL 34,825 34,825 0  
RETAIL STORE BUILDING 76,195 62,477 13,718  
BWS-S WAREHOUSE BLDG 61,920 50,773 11,147  
H2 PUMP BLDG 4,276 3,468 808  
STORE REPAIRS 9,914 1,207 8,707  

TY 2023 InvestmentsOtherSchedule2
Name:
HOREJSI CHARITABLE FOUNDATION INC
EIN:
46-0447536
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN BAILEY VALUE LTD PARTNERSHIP FMV 243,047 243,047
INVESTMENT IN BWS, LLC FMV 179,214 179,214
VARIOUS SECURITIES FMV 117,771,557 117,771,557

TY 2023 OtherExpensesSchedule
Name:
HOREJSI CHARITABLE FOUNDATION INC
EIN:
46-0447536
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK AND BROKERAGE FEES 50 50   0
CUSTODIAL FEES - RETIREMENT 2,655 2,655   0
CUSTODIAL FEES - NORTHERN TRUST 3,155 3,155   0
INVESTMENT EXPENSE - BAILEY K-1 113 113   0
POSTAGE & SHIPPING 454 454   0
LICENSE & PERMITS 25 25   0
QUICKBOOKS PAYROLL FEE 817 817   0
INSURANCE: BOND RENEWAL 587 587   0
WATER SAMPLING AND ENVIRONMENTAL COSTS 10,572 10,572   0


TY 2023 OtherIncreasesSchedule
Name:
HOREJSI CHARITABLE FOUNDATION INC
EIN:
46-0447536
Description Amount
MARK SECURITIES TO MARKET VALUE 8,548,731


TY 2023 TaxesSchedule
Name:
HOREJSI CHARITABLE FOUNDATION INC
EIN:
46-0447536
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 4,202 4,202   0
FOREIGN DIVIDEND TAXES 17,809 0   0
TAXES & LICENSES 61 61   0