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
RJS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)11500 CHEROKEE CT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRAIRIE VILLAGE, KS66208
A Employer identification number

87-4008313
B Telephone number (see instructions)

(913) 908-1102
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$8,805,439J 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) 5,880,452
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 120,296 121,200  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 577,826
b Gross sales price for all assets on line 6a 7,155,681
7 Capital gain net income (from Part IV, line 2)... 580,062
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........ 6,578,574 701,262 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,633 0 0 1,633
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,500 1,750 0 1,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,772 22,772 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,894 1,144 0 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
2,344 4,503 0 1,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,143 30,169 0 4,383
25 Contributions, gifts, grants paid....... 20,276 20,276
26 Total expenses and disbursements. Add lines 24 and 25 52,419 30,169 0 24,659
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,526,155
b Net investment income (if negative, enter -0-) 671,093
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 26,780 492,333 492,333
2 Savings and temporary cash investments.........      
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)....... 863,815 Click to see attachment
List of Attached Documents:
// Content
4,481,409 		5,873,879
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
1,293,216 		1,309,148
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).......... 0 Click to see attachment
List of Attached Documents:
// Content
1,149,792 		1,130,079
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) 890,595 7,416,750 8,805,439
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 890,595 7,416,750
29 Total net assets or fund balances (see instructions)..... 890,595 7,416,750
30 Total liabilities and net assets/fund balances (see instructions). 890,595 7,416,750
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
890,595
2
Enter amount from Part I, line 27a .....................
2
6,526,155
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,416,750
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
7,416,750
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   2022-01-01 2023-12-31
b CAPITAL GAIN DISTRIBUTIONS P 2022-01-01 2023-12-31
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 7,137,411   6,575,619 561,792
b 18,270     18,270
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       561,792
b       18,270
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 2 580,062
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 0
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 9,328
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 9,328
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 9,328
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 417
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,917
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 9,589
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow9,589 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 arrowKS
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowLAURA SARGENT Telephone no.right arrow (913) 530-6274

Located atright arrow4200 SOMERSET DRPRAIRIE VILLAGEKS ZIP+4right arrow66208
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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
JEANNE SHAW TRUSTEE
1.00 		0 0 0
11500 CHEROKEE COURT
LEAWOOD,KS66211
LAURA J SARGENT TRUSTEE
1.00 		0 0 0
6905 OVERHILL ROAD
PRAIRIE VILLAGE,KS66211
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
6,908,275
b
Average of monthly cash balances.......................
1b
625,317
c
Fair market value of all other assets (see instructions)................
1c
319,415
d
Total (add lines 1a, b, and c).........................
1d
7,853,007
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
7,853,007
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
117,795
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,735,212
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
386,761
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
386,761
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,328
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,328
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
377,433
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
377,433
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
377,433
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
24,659
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
24,659
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 7 377,433
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,958
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......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 24,659
a Applied to 2022, but not more than line 2a 1,958
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..... 22,701
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		354,732
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
JEANNE SHAW
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

CHILDREN'S MERCY

2401 GILLHAM ROAD
KANSAS CITY,MO64108 		  PC GENERAL SUPPORT 5,000

MADDIE'S MISSION

4200 SOMERSET DR
PRAIRIE VILLAGE,KS66208 		  PC GENERAL SUPPORT 5,276

ANGELMAN SYNDROME FOUNDATION

3015 E NEW YORK STREET SUITE A2 285
AURORA,IL60504 		  PC TO ADVANCE THE AWARENESS AND TREATMENT OF ANGELMAN SYNDROME 10,000
Total .................................right arrow 3a 20,276
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 ....     14 120,296  
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 ............ 		    18 577,826  
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) .. 0 698,122 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
698,122
(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
RJS FAMILY FOUNDATION
 
Employer identification number

87-4008313
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
RJS FAMILY FOUNDATION
  		Employer identification number
87-4008313
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
ROBERT G SHAW ESTATE
 
11500 CHEROKEE COURT
 
LEAWOOD, KS66211

$ 5,880,452


(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
RJS FAMILY FOUNDATION
  		Employer identification number

87-4008313
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
RJS FAMILY FOUNDATION
  		Employer identification number

87-4008313
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:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,500 1,750 0 1,750

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Statement:
A COPY OF THE 990-PF TAX RETURN IS NOT REQUIRED TO BE SENT TO THE STATE OF KANSAS ATTORNEY GENERAL'S OFFICE.

TY 2023 InvestmentsCorpBondsSchedule
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Name of Bond End of Year Book Value End of Year Fair Market Value
CANADIAN IMPERIAL BANK CALL@MW+20BP RATE 03.945% MATURES 08/04/25 58,069 59,053
COMCAST CORP NTS B/E CALL@MW+15BP RATE 05.250% MATURES 11/07/25 64,254 64,647
PACIFIC GAS & ELEC NTS 5BP RATE 03.150% MATURES 01/01/26 59,720 61,394
AIR LEASE CORP CALL@MW+45BP RATE 02.875% MATURES 01/15/26 59,626 60,989
INTEL CORP NTS B/E 5BP RATE 04.875% MATURES 02/10/26 58,003 58,450
HCA INC NTS B/E CALL@MW+50BP RATE 05.250% MATURES 06/15/26 59,557 60,227
PFIZER INVT ENTER NTS CALL@MW+15BP RATE 04.450% MATURES 05/19/26 59,404 59,855
BANK OF MONTREAL NTS B/E CALL@MW+20BP RATE 05.300% MATURES 06/05/26 60,006 60,617
JOHN DEERE CAPITAL CORP MED TERM NTS RATE 04.750% MATURES 06/08/26 60,022 60,422
PNC FINANCIAL SERVICES NTS B/E RATE 05.812% MATURES 06/12/26 59,834 60,370
CHARTER COMM OPT LLC/CAP CALL@MW+40BP RATE 04.908% MATURES 07/23/25 58,976 59,440
JPMORGAN CHASE & CO NTS B/E RATE 04.080% MATURES 04/26/26 7,797 7,871
MORGAN STANLEY NT INTL 5BP RATE 02.720% MATURES 07/22/25 59,927 60,980
AMER HONDA FIN CORP CALL@MW+12.50BP RATE 05.250% MATURES 07/07/26 60,319 61,083
FISERV INC B/E CALL@MW+25BP RATE 03.850% MATURES 06/01/25 60,300 60,838
WELLS FARGO & CO NTS B/E RATE 00.805% MATURES 05/19/25 43,983 45,097
CITIGROUP INC NTS B/E CALL@MW+20BP RATE 03.352% MATURES 04/24/25 58,727 59,543
GOLDMAN SACHS GROUP INC CALL@MW+45BP RATE 03.500% MATURES 04/01/25 59,737 60,603
AMGEN INC NTS B/E RATE 05.250% MATURES 03/02/25 37,947 38,083
GENL MOTORS FINL CO INC 0BP 59,137 60,161
BANK OF AMER CORP MED TERM NTS 58,936 59,435
ROYAL BK OF CANADA MED TERM NTS 58,912 59,488
BK OF NOVA SCOTIA CALL@MW+15BP RATE 05.450% MATURES 06/12/25 59,839 60,273
BHP BILLITON FIN LTD NTS CALL@MW+10BP RATE 05.250% MATURES 09/08/26 10,184 10,229

TY 2023 InvestmentsCorpStockSchedule
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Name of Stock End of Year Book Value End of Year Fair Market Value
MARTIN CURRIE SMA-SHARES SERIES EM FUND CLASS NL 176,595 174,366
FIDELITY BLUE CHIP GROWTH: FBGRX 420,782 788,799
CHART INDUSTRIES INC 3,211 2,999
CASELLA WASTE SYSTEMS INC CL A 4,165 4,102
BRP GROUP INC 3,718 3,795
BRINKER INTL INC 2,067 2,461
BRIGHTVIEW HLDGS INC 731 817
BOX INC CL A 3,149 2,740
BOISE CASCADE CO 4,998 6,597
BLUEPRINT MEDICINES CORP 3,676 5,811
BLACK HILLS CORP 3,749 3,507
BALCHEM CORP 515 595
AZENTA INC 1,666 2,410
ATRICURE INC 3,541 2,391
ATN INTL INC COM 919 1,013
ATKORE INC 1,938 2,080
ASGN INC 4,285 5,193
ARTIVION INC 1,700 1,967
ARMADA HOFFLER PPTYS INC REIT 1,541 1,559
ARCBEST CORP 1,924 2,044
APPLIED INDL TECH INC 5,614 6,735
APELLIS PHARMACEUTICALS INC 920 1,317
AMICUS THERAPEUTICS INC 3,773 4,016
AMERESCO INC CL A 3,318 2,090
CHUYS HLDGS INC 1,646 1,529
CITY HOLDING CO W. VA 2,126 2,536
CLEARWATER ANALYTICS HLDGS INC CL A 1,076 1,062
CNO FINL GROUP INC COM 2,752 3,125
HUNTSMAN CORP 1,710 1,533
HUB GROUP INC CL A 3,152 3,586
HIBBETT INC 747 1,440
HELEN OF TROY LTD NEW (BERMUDA) ORD 2,452 2,295
HAMILTON LANE INC CL A 4,289 5,785
HALOZYME THERAPEUTICS INC 3,752 3,585
H&E EQUIPMENT SERVICES INC 1,796 2,302
FOUR CORNERS PPTY TRUST REIT 2,989 2,935
FIRST INTST BANCSYSTEM INC COM CL A 2,602 3,167
FIRST FINCL BANCORP OHIO MONROE 2,779 2,993
FIRST BANCORP N C 1,548 1,813
FEDERAL SIGNAL CORP 6,606 7,981
EXLSERVICE HOLDINGS INC 4,342 4,196
ESSENT GROUP LTD 3,831 4,219
ESCO TECHNOLOGIES INC 1,881 2,224
ENTERPRISE FINANCIAL SERVICES CORP 1,661 1,786
DIAMONDROCK HOSPITALITY CO REIT 2,633 3,099
DANA INC 2,218 1,870
CUSHMAN & WAKEFIELD PLC 1,546 2,290
CONSTRUCTION PARTNERS INC CL A 1,849 2,045
CONMED CORP 4,292 3,504
COLUMBUS MCKINNON CORP 3,070 2,927
COHERENT CORP 1,171 1,001
ALLEGIANT TRAVEL CO 2,980 1,983
AGIOS PHARMACEUTICALS INC 2,373 1,937
ABM INDS INC 3,286 3,452
WATERS CORP 10,537 12,182
AMPHENOL CORP NEW CL A 12,180 14,275
XYLEM INC 18,782 19,556
XCEL ENERGY INC 17,749 17,025
VERALTO CORP 2,285 2,221
US BANCORP DEL (NEW) 13,836 19,173
TELEDYNE TECHNOLOGIES 17,016 17,852
SYSCO CORP 15,847 15,796
SONY GROUP CORP SPONSORED ADR 20,916 21,400
RPM INTL INC (DELA) 16,781 20,428
QUALCOMM INC 18,261 21,550
ARCH CAPITAL GROUP LTD 31,260 29,931
PROCTOR & GAMBLE CO 17,611 17,145
OSHKOSH CORP 11,190 13,551
MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADR 11,405 12,967
MICROSOFT CORP 35,521 38,732
MICROCHIP TECHNOLOGY INC 25,168 25,250
MICHELIN COMPAGNIE GENERALE ADR 15,154 17,637
MERCK & CO INC COM 19,768 20,060
MEDTRONIC PLC 13,630 12,769
MARTIN MARIETTA MATERIALS INC 25,103 27,440
LOWES COMPANIES INC 15,366 16,469
LENNAR CORP CL A 27,452 31,149
PARKER HANNIFIN CORP 26,491 30,867
ARISTA NETWORKS INC 12,793 18,134
ARMSTRONG WORLD INDUSTRIESINC 5,016 6,686
BERKLEY W R CORP 8,526 10,184
THOR INDUSTRIES INC 8,343 9,105
TAKE-TWO INTERACTIVE SOFTWRE 5,997 6,438
ROSS STORES INC 21,052 26,156
PACCAR INC 16,743 19,042
MOELIS & CO CL A 12,809 14,762
MKS INSTRUMENTS INC 12,105 11,624
MICROCHIP TECHNOLOGY INC 5,143 5,140
LIBERTY BROADBAND CORP SER C 13,541 13,056
LIBERTY MEDIA GROUP 11,197 10,353
LABORATORY CORP AMER HLDGS NEW 14,031 14,774
GLACIER BANCORP INC NEW 6,793 8,760
GARTNER INC 23,578 29,322
FLOOR & DCOR HLDGS INC CL A 14,219 14,280
EXPEDITORS INTL WASH INC 7,681 8,014
DOLLAR TREE INC 21,609 21,876
COPART INC 17,933 18,914
CDW CORP 12,884 15,685
CARMAX INC 17,011 15,655
CARLISLE COS INC 19,529 22,807
BROWN FORMAN CRP CL B 7,937 7,309
BROWN & BROWN INC 17,387 17,920
BROOKFIELD ASSET MGMT LTD CL A CAD 8,582 9,038
BROOKFIELD CORP CL A CAD 7,099 8,225
ICHOR HOLDINGS SHS 1,886 1,749
IMAX CORP CAD 1,829 1,592
INDEPENDENCE REALITY TRUST INC REIT 4,256 3,733
INDEPENDENT BANK CORP MASS 1,475 1,974
YELP INC 3,212 3,929
WSFS FINL CORP 2,709 3,169
WORTHINGTON ENTERPRISES INC 2,661 3,280
WORTHINGTON STL INC 1,348 1,602
WORKIVA INC 3,013 2,944
WNS HOLDINGS LTD SPON ADR 3,326 2,970
WILLSCOT MOBILE MINI HOLDINGS 1,375 1,291
WESBANCO INC 1,667 2,039
WERNER ENTERPRISES INC 4,273 4,152
VERINT SYSTEMS INC 2,960 2,135
YETI HOLDINGS INC 969 1,191
VARONIS SYS INC 2,995 5,117
UNITED CMNTY BKS BLAIRSVLE GA COM 2,809 3,043
TRAVERE THERAPEUTICS INC 2,623 1,528
TRANSMEDICS GROUP INC 4,145 3,710
TEXAS ROADHOUSE INC CL A 1,169 1,222
TECNOGLASS INC 1,138 1,691
TAYLOR MORRISON HOME CORP CL A 4,303 4,535
SUPERNUS PHARMACEUTICALS INC 3,150 3,010
SUN CTRY AIRLS HLDGS INC 3,602 2,690
SUMMIT MATLS INC CL A 5,775 6,000
STEVEN MADDEN LTD 4,687 6,006
VALLEY NATL BANCORP 2,179 2,824
ZIFF DAVIS INC 2,131 1,949
ZURN ELKAY WATER SOLUTIONS CORP 2,778 2,970
AIA GROUP LTD SPON ADR 9,281 7,870
XINYI SOLAR HLDGS LTD ADR 3,190 1,721
WUXI BIOLOGICS CAYMAN INC ADR 5,051 3,464
WEG SA BRAZIL SPON ADR 7,815 8,049
WAL MART DE MEXICO SAB DE CV CL V SPON ADR 6,033 6,333
TENCENT HLDGS LTD ADR 24,198 20,709
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 36,421 36,712
PT BK RAKYAT ADR 8,559 8,515
PT BANK NEGERA INDONE ADR 3,273 3,705
PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON ADR 8,288 5,683
P.T. TELKOMUNIKASI INDONESIA SPON ADR 4,074 4,070
MINTH GROUP LTD UN SPON ADR 3,676 2,615
MEITUAN ADR 7,904 5,021
JD COM INC CL A SPON ADR 4,623 3,553
ICICI BANK LTD SPON ADR 11,436 11,443
HDFC BANK LTD ADR REPSTG 3 ORD SHS 15,894 15,167
GRUPO FINANCIERO BANORTE SPON ADR 7,133 8,134
GLOBANT S A 7,060 8,567
EPAM SYSTEMS INC 2,430 2,973
CREDICORP LTD 3,734 3,598
COSAN S A SPON ADR 7,890 7,611
CHINA MERCHANTS BK CO LTD 5,854 4,742
CAPITEC BK HLDGS LTD ADR 4,044 4,752
ALIBABA GROUP HLDG LTD SPON 14,197 11,859
SPS COMM INC COM 4,265 4,458
SPROUT SOCIAL INC CL A 2,948 3,195
SPIRE INC 3,158 3,117
SOUTHWESTERN ENERGY CO 2,397 2,594
NEOGENOMICS INC NEW 2,234 2,217
MYR GROUP INC 4,326 4,339
MINERALS TECHNOLOGIES INC 4,788 6,275
MERIT MEDICAL SYSTEM INC 4,673 4,254
MAXLINEAR INC CL A 3,147 2,282
MALIBU BOATS INC CL A 3,087 3,070
MAGNOLIA OIL & GAS CORP CL A 3,780 3,577
MACOM TECHNOLOGY SOLUTIONS 2,442 3,439
LXP INDL TRUST $0.23 SBI 2,891 2,797
LIGAND PHARMACEUTICALS INC COM NEW 2,468 2,571
LANTHEUS HLDGS INC 4,173 3,472
LA-Z-BOY INC 1,527 1,846
KONTOOR BRANDS INC 2,124 2,185
KITE REALTY GROUP TRUST REIT 4,159 4,161
KB HOME 2,682 3,123
KAISER ALUMINUM CORP NEW 2006 2,016 1,922
KADANT INC 4,054 5,326
JACK IN THE BOX INC 2,321 1,959
J & J SNACK FOODS CORP 4,420 4,680
INTRA-CELLULAR THERAPIES INC 3,435 4,082
INSTRUCTURE HLDGS INC 2,535 2,458
INSMED INC COM 3,003 4,463
INDEPENDENT BANK GROUP INC 1,127 1,577
NMI HOLDINGS INC CL A 2,799 3,146
HONEYWELL INTL INC 18,809 19,084
1000TH NORTHWESTERN ENERGY GROUP INC 3,639 3,308
OMNIAB INC 651 802
SOUTHSTATE CORP 2,708 3,209
SONIC AUTOMOTIVE INC CL A 1,077 1,180
SM ENERGY CO 3,872 3,678
SILICON LABORATORIES INC 4,824 4,365
SHOCKWAVE MEDICAL INC 1,341 953
SEMTECH CORP 2,071 1,578
SELECTIVE INS GROUP INC 4,086 4,278
RPT RLTY REIT 925 1,091
RAPID7 INC 2,730 3,540
Q2 HLDGS INC 3,500 4,515
QUAKER CHEMICAL CORP 3,126 3,415
PROGRESS SOFTWARE CORP 1,871 1,738
PRESTIGE CONSUMER HEALTHCARE INC 5,337 5,510
PJT PARTNERS INC - A 2,347 3,056
PHYSICIANS REALTY TRUST SBI 3,286 3,021
PHILLIPS EDISON - ARC SHOPPING REIT SBI 2,195 2,408
PERMIAN RES CORP CL A 6,050 7,725
PATTERSON-UTI ENERGY INC 7,546 5,897
PACIRA BIOSCIENCE INC 2,019 2,092
PACIFIC BIOSCIENCES OF CALIF 2,936 2,197
PACIFIC PREMIER BANCORP INC 2,342 2,998
ONESPAWORLD HLDGS LTD 848 860
OMNICELL INC 2,656 1,543
OLD NATL BANCORP EVANSVL IND 3,366 3,868
GENL DYNAMICS CORP 15,477 18,696
PNC FINANCIAL SERVICES GROUP 13,075 15,950
ECOLAB INC 17,911 18,843
NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 15,299 15,263
NESTE OYJ ADR 3,979 4,444
MTU AERO ENGINES HLDGS AG ADR 5,312 6,584
MERCADOLIBRE INC 7,363 9,429
LVMH MOET HENNESSY LOUIS ADR 25,482 27,454
LONZA GROUP AG ADR 3,685 3,283
LONDON STK EXCHANGE UNSPONSORED ADR 3,607 4,286
LINDE PLC NEW EUR 7,266 7,803
LINING CO LTD ADR 605 402
LASERTEC CORP ADR 2,373 3,979
KINGSPAN GROUP PLC ADR 3,362 4,038
KERING S A UN SPONSORED ADR 2,797 2,787
JD COM INC CL A SPON ADR 1,135 1,127
JBS SA SPON ADR 2,661 3,866
ITAU UNIBANCO HLDG SA ADR 3,526 4,629
ING GROEP N V NL SPON ADR 4,481 5,107
INFOSYS LTD SPON ADR 4,162 4,356
INDUSTRIA DE DISENO TEXTIL IND ADR 6,681 7,946
ICICI BANK LTD SPON ADR 8,836 9,274
HOYA CORP SPON ADR 3,633 4,483
HONG KONG EXCHANGES & CLEARING LTD ADR 2,877 2,672
HEXAGON AB UN SPON ADR 5,343 7,561
HERMES INTL SCA ADR 1,096 1,276
NETEASE INC SPON ADR 4,348 3,913
HEIDELBERG MATERIALS AG ADR 5,077 5,955
NICE LTD SPON ADR 4,097 4,988
NOVO NORDISK ADR DENMARK ADR 39,881 45,208
SIKA AG UNSPONSORED ADR 9,493 12,334
SIEMENS HEALTHINEERS AG ADR 4,722 5,564
SIEMENS A G SPON ADR 6,259 8,512
SHOPIFY INC CL A 7,245 10,672
SHIN ETSU CHEM CO LTD ADR 6,531 9,489
SHELL PLC SPON ADR 2,683 2,698
SEVEN & I HLDGS CO LTD ADR 6,935 6,964
SCHNEIDER ELEC SE UNSPONSORED ADR 5,093 6,356
SAP SE SPON ADR 6,453 7,730
SAGE GROUP PLC UN SPONSORED ADR 6,152 7,677
SAFRAN SA ADR 15,330 17,520
EQUITY LIFESTYLE PROPERTIES 14,436 14,884
RHEINMETALL AG ADR 2,678 2,752
RENTOKIL INITIAL PLC SPON ADR 5,582 4,406
RECRUIT HLDGS CO LTD UN SPONSORED ADR 8,353 11,323
RECKITT BENCKISER PLC SPON ADR 3,729 3,641
PT BK MANDIRI PERSERO TBK ADR 5,788 5,962
PT BK CENT ASIA TBK ADR 4,235 4,525
PT ASTRA INTL TBK ADR 2,189 2,041
PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON ADR 2,305 1,876
PHILIP MORRIS INTL INC 6,692 6,397
PERNOD RICARD SA SPON ADR 3,922 4,165
NU HLDGS LTD CL A 2,750 3,165
NIPPON TELEG & TEL CORP SPON ADR 5,053 5,179
SMC CORP SPON ADR 6,986 8,170
HDFC BANK LTD ADR REPSTG 3 ORD SHS 8,955 10,268
GLENCORE PLC UNSPONSORED ADR 10,497 11,309
BEIGENE LTD SPON ADR 1,035 1,082
BANCO BILBAO VIZCAYA ARGENTARIA S.A. SPON ADR 5,701 5,584
ASTRAZENECA PLC SPON ADR 10,284 10,305
ASML HLDG NV SPON ADR 17,419 18,923
AIA GROUP LTD SPON ADR 16,355 16,503
ADYEN N V ADR 1,882 3,272
ADIDAS AG SPON ADR 7,363 8,539
ABB LTD SPON ADR 5,549 6,867
ASM INTL NV EUR 6,006 6,230
ASHTEAD GROUP PLC ORD 4,503 5,401
ARGENX SE SPON ADR 5,964 4,565
AON PLC CL A 5,872 5,238
ANHEUSER BUSCH INBEV SPON ADR 3,801 4,717
AMADEUS IT GROUP UNSPONSORED 3,623 4,397
ALIBABA GROUP HLDG LTD SPON ADR 1,519 1,395
AJINOMOTO CO INC ADR JAPAN ADR 6,667 6,369
AIRBUS SE UNSPONSORED ADR 24,447 29,120
ISHARES RUSSELL MIDCAP ETF 36,724 38,865
ISHARES RUSSELL 1000 GROWTH 77,026 84,888
ISHARES RUSSELL 1000 VALUE ETF 79,729 82,625
ISHARES RUSSELL 2000 ETF 38,049 40,142
MICROSOFT CORP: MSFT 45,818 639,268
FIDELITY LARGE CAP STOCK: FLCSX 344,917 505,101
BP PLC SPON ADR 3,839 3,575
GRUPO AEROPORTURAIO DEL PACIFICO SAB DE CV REPSTG 10 SER B SHS SPON ADR 1,557 2,103
BRITISH AMER TOBACCO PLC GB SPON ADR 5,904 5,653
BUNZL PLC NEW SPON ADR 5,145 5,199
GIVAUDAN SA ADR 3,798 5,068
GALAXY ENTERTAINMENT UN SPONSORED ADR 3,627 3,422
FUJITSU LTD ADR NEW JAPAN ADR 3,578 4,595
FORTESCUE METALS GROUP LTD 9,185 13,656
FLUTTER ENTMT PLC ADR 9,839 11,011
FERRARI N V EUR 5,995 6,092
ESSILORLUXOTTICA ADR 4,666 5,426
ENTAIN PLC ADR 2,625 2,953
ENN ENERGY HOLDINGS LTD SPON 4,284 3,854
ENEL SPA ADR 3,890 4,895
EISAI CO LTD ADR 3,976 3,537
DSV A/S ADR 8,342 7,991
DISCO CORP UNSPONSORED ADR 3,319 3,461
DBS GROUP HLDGS LTD. SPON ADR 6,622 6,886
DAIICHI SANKYO CO LTD SPON ADR 14,878 15,289
CTRIP.COM INTL SPON ADR 1,089 1,188
CRH PLC ORD SHS .32 EACH ORD 3,892 4,759
COUPANG INC 2,385 2,186
CHINA MERCHANTS BK CO LTD UNSPONSORED ADR 1,929 1,650
CENOVUS ENERGY INC CAD 8,775 7,209
CAPGEMINI SE UNSPONSORED ADR 5,960 7,198
CANADIAN PAC KANS CITY LTD CAD 4,365 4,744
CANADIAN NAT RESOURCES LTD CAD 24,380 24,636
BROOKFIELD CORP CL A CAD 4,185 5,537
SONOVA HLDG AG ADR 3,506 4,834
RYANAIR HOLDINGS PLC SPON ADR 4,069 5,734
STMICROELECTRONICS N.V EUR 3,869 4,411
SHOPIFY INC CL A 11,127 12,698
SERVICENOW INC 7,181 7,771
SCHWAB CHARLES CORP NEW 1,264 1,445
SALESFORCE, INC 13,490 14,999
REGENERON PHARMACEUTICALS INC 13,922 16,688
QUANTA SERVICES INC 4,050 4,748
PALO ALTO NETWORKS INC 5,984 6,487
ORACLE CORP 15,523 14,233
ON SEMICONDUCTOR CORP 2,658 2,756
NVIDIA CORP 39,288 42,589
SPOTIFY TECHNOLOGY SA 2,755 3,007
SONY GROUP CORP SPONSORED ADR 7,069 8,049
MORGAN STANLEY 3,480 3,730
MONSTER BEVERAGE CORP NEW COM 3,173 3,169
MONGODB INC 3,615 3,680
MODERNA INC 1,224 995
MICROSOFT CORP 89,936 97,770
META PLATFORMS INC CL A 38,652 44,245
MERCADOLIBRE INC 10,293 14,144
MCKESSON CORP 9,623 10,649
MASTERCARD INC CL A 21,433 22,605
MARRIOTT INTL INC NEW CL A 9,770 11,501
MSCI INC 1,499 1,697
STARBUCKS CORP 4,572 4,320
SYNOPSYS INC 10,581 11,843
TESLA INC 23,788 21,369
DANAHER CORP 17,527 18,970
CULLEN FROST BANKERS INC 13,166 13,127
CROWN CASTLE INC REIT 13,854 13,938
COTERRA ENERGY INC 17,508 17,456
CORTEVA INC 25,341 22,427
CONSTELLATION BRANDS INC CL A 15,416 14,505
COMMERCE BANCSHARES 8,290 9,454
COCA COLA CO COM 18,307 17,679
CAPITAL ONE FINCL CORP 18,020 21,110
BLACKSTONE INC CL A 17,035 21,340
AUTODESK INC 18,956 21,670
ATMOS ENERGY CORP 19,735 19,124
ANSYS INC 24,454 25,764
AMGEN INC 18,090 22,754
AMERIPRISE FINANCIAL INC 21,799 24,309
ALCON INC CHF 18,752 17,265
ADOBE INC. (DELAWARE) 27,300 31,620
WORKDAY INC CL A 5,142 6,073
UBER TECHNOLOGIES INC 12,615 17,240
TRANSDIGM GROUP INC 9,566 11,128
TRANE TECHNOLOGIES PLC 7,330 9,024
THERMO FISHER SCIENTIFIC INC 530 531
THE TRADE DESK INC CL A 7,195 5,829
LOWES COMPANIES INC 8,509 8,234
LILLY ELI & CO 35,996 40,221
NETFLIX INC 20,664 22,883
LAM RESEARCH CORP 5,718 7,049
AMAZON COM INC 53,473 59,712
ALPHABET INC CL C 29,112 32,555
ALNYLAM PHARMACEUTICALS INC 1,987 1,914
ALIGN TECHNOLOGY INC 2,893 2,192
ADVANCED MICRO DEVICES INC 6,104 7,813
ADOBE INC. (DELAWARE) 13,662 15,512
ZTO EXPRESS CAYMAN INC SPON ADR 2,633 2,298
XP INC 1,441 1,747
WUXI BIOLOGICS CAYMAN INC ADR 2,398 1,557
WORLDLINE SA UNSPONSORED ADR 1,242 856
LAUDER ESTEE COS CL A 569 439
WOODSIDE ENERGY GROUP LTD ADR 5,362 4,998
VALE SA-SP SPON ADR 7,632 9,532
UNTD OVERSEAS BK LTD SPONS ADR SINGAPORE ADR 4,045 4,241
TREASURY WINE ESTATES LTD SPON ADR 2,931 2,854
TRANE TECHNOLOGIES PLC 7,485 9,024
TOTALENERGIES SE SPON ADR 8,866 9,231
TOKYO ELECTRON LTD ADR 5,326 7,285
TFI INTL INC CAD 4,575 4,895
TENCENT HLDGS LTD ADR 7,554 7,256
TECHTRONIC INDS SPON ADR 4,984 6,384
TDK CORP ADR JAPAN ADR 4,541 5,962
TAIWAN SEMICONDUCTOR MFG CO 24,422 28,600
AMPHENOL CORP NEW CL A 7,437 8,723
APPLE INC 44,914 45,245
AIRBNB INC CL A 3,405 3,267
ASML HLDG NV SPON ADR 2,958 3,028
JABIL INC 4,417 4,459
INTUITIVE SURGICAL INC 3,423 3,036
INTUIT 7,790 10,000
HUBSPOT INC 5,576 5,805
HCA HEALTHCARE, INC 2,037 1,895
GRAINGER W W INC 4,307 4,972
ARISTA NETWORKS INC 5,175 6,123
FIRST SOLAR INC 2,530 2,240
EXACT SCIENCES CORP 7,263 5,622
EDWARDS LIFESCIENCES CORP 2,077 2,288
EATON CORP PLC 12,897 14,208
DOORDASH INC CL A 4,827 5,043
FREEPORT-MCMORAN INC 3,260 3,320
D R HORTON INC 4,927 5,319
CONOCOPHILLIPS 4,104 4,411
COGNIZANT TECH SOLUTIONS CRP 3,958 4,305
CHIPOTLE MEXICAN GRILL INC CL A 8,215 9,148
CHENIERE ENERGY INC NEW 3,726 4,097
CELSIUS HOLDINGS INC COM NEW 5,906 5,779
BROADCOM INC 17,671 22,325
BLOCK INC CL A 1,374 1,392
BLACKSTONE INC CL A 5,026 6,284
AUTOZONE INC 7,582 7,757
DEERE AND CO 6,291 5,998

TY 2023 InvestmentsOtherSchedule2
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
KKR PRIVATE EQUITY CONGLOMERATE LLC CLASS CLASS R-U A/O 11/30/23 FMV 255,000 257,330
ICAPITAL APOLLO ALIGNED ALTS ACCESS FD (US TAX EXEMPT) LP A/O 10/31/23 FMV 255,000 253,676
BLACKSTONE REAL ESTATE INCOME TRUST INC CL S A/O 11/30/23 FMV 257,292 244,073
BLACKSTONE PRIVATE EQUITY STRATEGIES FD LP ESCROW FMV 382,500 375,000

TY 2023 LegalFeesSchedule
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,633 0 0 1,633


TY 2023 OtherExpensesSchedule
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 2,344 4,503 0 1,000


TY 2023 OtherProfessionalFeesSchedule
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 22,772 22,772 0 0


TY 2023 SubstantialContributorsSch
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Name Address
MARTHA J SHAW 11500 CHEROKEE COURT
LEAWOOD,KS66211
ROBERT G SHAW ESTATE 11500 CHEROKEE COURT
LEAWOOD,KS66211


TY 2023 TaxesSchedule
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,144 1,144 0 0
2022 EXTENSION PAYMENT 750 0 0 0