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 04-01-2023 , and ending 03-31-2024
Name of foundation
OPPENSTEIN BROTHERS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)COMMERCE BANK TRUSTEE PO BOX 4192
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO641416248
A Employer identification number

43-6203035
B Telephone number (see instructions)

(816) 234-2704
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$42,825,718J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 938,511 938,855  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,167,938
b Gross sales price for all assets on line 6a 6,576,384
7 Capital gain net income (from Part IV, line 2)... 1,167,938
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,106,449 2,106,793  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 380,909 192,844   188,065
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 449 0   449
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
334 0   334
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 405,692 192,844   188,848
25 Contributions, gifts, grants paid....... 1,205,500 1,713,000
26 Total expenses and disbursements. Add lines 24 and 25 1,611,192 192,844   1,901,848
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 495,257
b Net investment income (if negative, enter -0-) 1,913,949
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......... 975,444 868,265 868,265
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) 4,004,073 Click to see attachment
List of Attached Documents:
// Content
4,748,357 		4,233,980
b Investments—corporate stock (attach schedule)....... 4,941,136 Click to see attachment
List of Attached Documents:
// Content
5,141,879 		8,365,253
c Investments—corporate bonds (attach schedule)....... 6,421,615 Click to see attachment
List of Attached Documents:
// Content
5,832,290 		5,556,090
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 0 419,090 420,437
13 Investments—other (attach schedule).......... 17,943,360 Click to see attachment
List of Attached Documents:
// Content
17,263,508 		23,379,568
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1 		Click to see attachment
List of Attached Documents:
// Content
1 		Click to see attachment
List of Attached Documents:
// Content
2,125
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 34,285,629 34,273,390 42,825,718
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 1,614,500 1,107,000
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)......... 1,614,500 1,107,000
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........ 32,671,129 33,166,390
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 32,671,129 33,166,390
30 Total liabilities and net assets/fund balances (see instructions). 34,285,629 34,273,390
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
32,671,129
2
Enter amount from Part I, line 27a .....................
2
495,257
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4
4
Add lines 1, 2, and 3 ..........................
4
33,166,390
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
33,166,390
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 SERCURITIES      
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 6,576,384   5,408,446 1,167,938
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       1,167,938
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 1,167,938
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 26,604
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 26,604
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 26,604
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 26,499
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 26,499
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 105
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowCOMMERCE BANK NA Telephone no.right arrow (816) 234-2704

Located atright arrowPO BOX 419248KANSAS CITYMO ZIP+4right arrow641416248
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
COMMERCE BANK NA INVMGMT CORP. TRUSTEE
40.00 		192,844 0 0
PO BOX 419248
KANSAS CITY,MO641416248
COMMERCE BANK NA CHARITY OFFICE CORP. TRUSTEE
40.00 		164,460 0 0
PO BOX 419248
KANSAS CITY,MO641416248
COMMERCE BANK NA CHARITY MGMT CORP. TRUSTEE
5.00 		23,605 0 0
PO BOX 419248
KANSAS CITY,MO641416248
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
38,555,297
b
Average of monthly cash balances.......................
1b
1,021,976
c
Fair market value of all other assets (see instructions)................
1c
2,125
d
Total (add lines 1a, b, and c).........................
1d
39,579,398
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
39,579,398
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
593,691
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,985,707
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,949,285
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,949,285
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
26,604
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,604
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,922,681
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,922,681
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,922,681
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
1,901,848
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
1,901,848
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,922,681
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,823,516
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$ 1,901,848
a Applied to 2022, but not more than line 2a 1,823,516
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..... 78,332
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 .......... 		1,844,349
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).)
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 e-mail address of the person to whom applications should be addressed:
PROGRAM OFFICER
922 WALNUT SUITE 200
KANSAS CITY,MO641061809
(816) 234-1768
bThe form in which applications should be submitted and information and materials they should include:
NONE SPECIFIED
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES IN THE UNITED STATES.
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

ABILITY KC

3011 BALTIMORE AVE
KANSAS CITY,MO64108 		NONE PC THERAPEUTIC PRESCHOOL & THERAPY SERVICES 30,000

AFTER THE HARVEST

6320 BROOKSIDE PLZ STE 504
KANSAS CITY,MO64113 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 20,000

AMERICAN PUBLIC SQUARE INC

300 E 39TH ST STE 2S
KANSAS CITY,MO64111 		NONE PC CIVICS EDUCATION INITIATIVE 10,000

AMETHYST PLACE INC

2735A TROOST AVE
KANSAS CITY,MO64109 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 15,000

ARTISTS HELPING THE HOMELESS

3625 WARWICK BLVD
KANSAS CITY,MO64111 		NONE PC BE THE CHANGE PROGRAM 7,500

ASSISTANCE LEAGUE OF KANSAS CITY

6101 N CHESTNUT
GLADSTONE,MO64119 		NONE PC OPERATION SCHOOL BELL/OPERATION CHILD IN NEED 6,000

BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL

10210 HOLMES RD
KANSAS CITY,MO641314212 		NONE PC SCOUTREACH 12,500

BOYS CLUB OF GREATER KANSAS CITY

4001 DR MARTIN LUTHER KING JR BLVD
STE 102
KANSAS CITY,MO64130 		NONE PC PROJECT LEARN 30,000

BOYS GROW CORP

9301 E STATE ROUTE 150
KANSAS CITY,MO641491131 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 7,500

CASA OF JOHNSON & WYANDOTTE COUNTIES INC

6400 GLENWOOD ST STE 100
OVERLAND PARK,KS66202 		NONE PC CHILD ADVOCACY PROGRAM 17,500

CATHOLIC CHARITIES OF KC-ST JOSEPH INC

4001 DR MARTIN LUTHER KING JR BLVD
STE 250
KANSAS CITY,MO64130 		NONE PC EMERGENCY ASSISTANCE-WELCOME CENTER 15,000

CATHOLIC CHARITIES OF NORTHEAST KANSAS INC

9720 W 87TH ST
OVERLAND PARK,KS66212 		NONE PC REFUGEE MATCH GRANT PROGRAM 12,500

CHILD ABUSE PREVENTION ASSOCIATION

503 E 23RD ST
INDEPENDENCE,MO640551502 		NONE PC FAMILY SUPPORT SERVICES PROGRAM 10,000

CHILD PROTECTION CENTER INC

3101 BROADWAY STE 750
KANSAS CITY,MO64111 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 20,000

CHILDRENS CENTER FOR THE VISUALLY IMPAIRED

3101 MAIN ST
KANSAS CITY,MO64111 		NONE PC SCHOLARSHIPS FOR PRESCHOOL STUDENTS 20,000

CITY YEAR INC

2301 MCGEE ST
KANSAS CITY,MO64108 		NONE PC WHOLE SCHOOL, WHOLE CHILD PROGRAM 10,000

COMMUNITY LINC

PO BOX 32697
KANSAS CITY,MO64171 		NONE PC TRANSITIONAL SHELTER PROGRAM 20,000

COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY

404 N NOLAND RD
INDEPENDENCE,MO64050 		NONE PC BRIDGES TO CAREER OPPORTUNITIES 15,000

CORNERSTONES OF CARE

300 E 36TH ST
KANSAS CITY,MO64111 		NONE PC GILLIS CAMPUS PROGRAM SUPPORT 30,000

COTERIE INC

2450 GRAND BLVD STE 144
KANSAS CITY,MO641082520 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 10,000

CRISTO REY KANSAS CITY HIGH SCHOOL

211 WEST LINWOOD BLVD
KANSAS CITY,MO64111 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 20,000

CROSS-LINES COMMUNITY OUTREACH INC

736 SHAWNEE AVE
KANSAS CITY,KS66105 		NONE PC CROSS-LINES COMMUNITY MARKET 15,000

CULTIVATE KANSAS CITY INC

300 E 39TH ST 4B
KANSAS CITY,MO64111 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 17,500

DE LA SALLE EDUCATION CENTER

3737 TROOST AVE
KANSAS CITY,MO64109 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 25,000

DON BOSCO COMMUNITY CENTER

580 CAMPBELL ST
KANSAS CITY,MO64106 		NONE PC SENIOR NUTRITION PROGRAM 15,000

DONNELLY COLLEGE

608 N 18TH ST
KANSAS CITY,KS66102 		NONE PC COLLEGE COUNSELING CENTER PROGRAM 16,000

EL CENTRO INC

650 MINNESOTA AVE
KANSAS CITY,KS66101 		NONE PC ACADEMY FOR CHILDREN PROGRAM 10,000

FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY

9091 STATE LINE RD
KANSAS CITY,MO64114 		NONE PC RECOVERY SUPPORT NAVIGATION & 24/7 CRISIS CALL LINE 10,000

FLOURISH FURNISHINGS DBA FLOURISH FURNITURE BANK

PO BOX 778
GRANDVIEW,MO64030 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 5,000

FOSTER ADOPT CONNECT INC

18600 E 37TH TERR S
INDEPENDENCE,MO64057 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 20,000

GAN CHABAD TORAH CENTER INC DBA ANNA AND MAX ZALCMAN TORAH LEARNING CENTER

8800 W 103RD ST
OVERLAND PARK,KS66212 		NONE PC KC KOSHER MEALS ON WHEELS 5,000

GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC

10561 BARKLEY ST STE 101
OVERLAND PARK,KS66212 		NONE PC GIRL SCOUT OUTREACH PROGRAM 15,000

GUADALUPE CENTER INC

1015 AVENIDA CESAR E CHAVEZ
KANSAS CITY,MO64108 		NONE PC GUADALUPE CENTERS AFTER SCHOOL AND DROP-IN SITE 20,000

HAPPYBOTTOMS

303 W 79TH ST
KANSAS CITY,MO64114 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 13,000

HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS

5151 TROOST AVE STE 300
KANSAS CITY,MO64110 		NONE PC TRU EDUCATION 20,000

HARVESTERS-THE COMMUNITY FOOD NETWORK

3801 TOPPING AVE
KANSAS CITY,MO64129 		NONE PC FEEDING FAMILIES INITIATIVE 30,000

HEALTH PARTNERSHIP CLINIC INC

407 S CLAIRBORNE RD STE 104
OLATHE,KS66062 		NONE PC DENTAL OUTREACH SERVICES 7,500

HEARTLAND CHAMBER MUSIC LTD

1600 GENESSEE ST STE 824
KANSAS CITY,MO64102 		NONE PC STRING SPROUTS PROGRAM 5,000

HOPE HOUSE INC

1211 NE INDEPENDENCE AVE
LEES SUMMIT,MO64086 		NONE PC CHILDRENS SERVICES PROGRAM 25,000

JACKSON COUNTY CASA

2544 HOLMES
KANSAS CITY,MO64108 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 15,000

JEWISH FAMILY SERVICES

425 E 63RD ST
KANSAS CITY,MO64110 		NONE PC OLDER ADULT SERVICES 15,000

JEWISH FEDERATION OF GREATER KANSAS CITY

5801 W 115TH ST STE 201
OVERLAND PARK,KS662111824 		NONE PC CHESED FUND & CAREER SKILLS AND CONNECTIONS 100,000

JEWISH FEDERATION OF GREATER KANSAS CITY

5801 W 115TH ST STE 201
OVERLAND PARK,KS662111824 		NONE PC ONE-TIME SUPPORT FOR INCREASED SECURITY NEEDS 10,000

JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY

4600 PASEO BLVD
KANSAS CITY,MO64110 		NONE PC SOCIAL WORK YOUTH PROGRAM 22,000

JOURNEY TO NEW LIFE INC

3120 TROOST AVE
KANSAS CITY,MO641091844 		NONE PC WOMEN'S REENTRY RESIDENCE PROGRAM 10,000

KANBES MARKETS

3119 TERRACE ST
KANSAS CITY,MO64111 		NONE PC HEALTHY CORNER STORES 15,000

GREATER KANSAS CITY COMMUNITY FOUNDATION FBO KANSAS CHILDREN'S SERVICE LEA

6025 METCALF LN STE 300
OVERLAND PARK,KS66202 		NONE PC HEALTHY FAMILIES JOHNSON COUNTY 15,000

KANSAS CITY ART INSTITUTE

4415 WARWICK BLVD
KANSAS CITY,MO641111874 		NONE PC KCAI ART CLUB FOR AT-RISK YOUTH 15,000

KANSAS CITY BALLET ASSOCIATION

500 W PERSHING RD
KANSAS CITY,MO64108 		NONE PC REACH OUT AND DANCE (R.O.A.D.) 15,000

KANSAS CITY CARE CLINIC DBA KC CARE HEALTH CENTER

3515 BROADWAY BLVD
KANSAS CITY,MO64111 		NONE PC ADVANCING A HEALTHY KC CAPITAL CAMPAIGN 30,000

KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC

3732 MAIN ST
KANSAS CITY,MO64111 		NONE PC GENERAL PROGRAM SUPPORT FOR TITLE I STUDENTS 20,000

KANSAS CITY COMMUNITY GARDENS INC

6917 KENSINGTON AVE
KANSAS CITY,MO64132 		NONE PC INDIVIDUAL & FAMILY GARDENS PROGRAM 10,000

KANSAS CITY FRIENDS OF ALVIN AILEY

1714 E 18TH ST
KANSAS CITY,MO64108 		NONE PC AILEYCAMP 25,000

KANSAS CITY REPERTORY THEATRE INC

4825 TROOST AVE STE 101
KANSAS CITY,MO641102030 		NONE PC EDUCATION PROGRAMS 5,000

KANSAS CITY SYMPHONY

1644 WYANDOTTE ST
KANSAS CITY,MO64108 		NONE PC YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS 25,000

KIDSTLC INC

480 S ROGERS RD
OLATHE,KS660621706 		NONE PC PARACHUTE OF HOPE FUND 15,000

KVC BEHAVIORAL HEALTHCARE MISSOURI INC

1911 E 23RD ST
KANSAS CITY,MO641273701 		NONE PC KVC NILES CHILDREN'S CAMPUS RENOVATION 30,000

LEAD TO READ INC

PO BOX 411006
KANSAS CITY,MO64141 		NONE PC USED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION 7,500

LEGAL AID OF WESTERN MISSOURI

4001 DR MARTIN LUTHER KING JR BLVD
STE 300
KANSAS CITY,MO64130 		NONE PC DOMESTIC VIOLENCE INTERVENTION PROGRAM 15,000

LEVELUP KIDS INC

5416 NE ANTIOCH RD
KANSAS CITY,MO64119 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 8,000

LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL

2 MEMORIAL DR
KANSAS CITY,MO641084603 		NONE PC SUBSIDIZED SCHOOL PROGRAM 10,000

LITERACY KANSAS CITY

3036 TROOST AVE
KANSAS CITY,MO64109 		NONE PC ADULT EDUCATION & LITERACY PROGRAMS 12,500

METROPOLITAN LUTHERAN MINISTRY

3031 HOLMES ST
KANSAS CITY,MO641091435 		NONE PC EILEEN'S PLACE 30,000

METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA

3100 BROADWAY STE 400
KANSAS CITY,MO64111 		NONE PC YOUTH-LED SEXUAL VIOLENCE PREVENTION PROGRAM 20,000

MINDDRIVE INCORPORATED

2615 HOLMES ST
KANSAS CITY,MO64108 		NONE PC STEM EDUCATIONAL PROGRAM SUPPORT 10,000

MISSION VISION PROJECT

PO BOX 32134
KANSAS CITY,MO641715134 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 5,000

MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP

3105 GILLHAM RD STE 200
KANSAS CITY,MO64109 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 12,500

MUSIC-ARTS INSTITUTE

1010 S PEARL ST
INDEPENDENCE,MO64050 		NONE PC SCHOLARSHIPS 10,000

NEWHOUSE INC

660 BROOKLYN
KANSAS CITY,MO64124 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 20,000

NORTHEAST COMMUNITY CENTER INC

544 WABASH AVE
KANSAS CITY,MO64124 		NONE PC HARMONY PROJECT KC 5,000

NORTHLAND ASSISTANCE CENTER

2018 GENTRY ST
NORTH KANSAS CITY,MO64116 		NONE PC EMERGENCY ASSISTANCE PROGRAM 10,000

NORTHLAND EARLY EDUCATION CENTER

8630 N OAK TRFY
KANSAS CITY,MO64155 		NONE PC EARLY INTERVENTION SERVICES PROGRAM 10,000

NORTHLAND SHEPHERD'S CENTER

5601 NE ANTIOCH RD STE 12
GLADSTONE,MO64119 		NONE PC COMMUNITY AGING SOLUTIONS 8,000

NOURISHKC

PO BOX 10337
KANSAS CITY,MO64171 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 30,000

OPERATION BREAKTHROUGH INC

3039 TROOST AVE
KANSAS CITY,MO641091540 		NONE PC SOCIAL SERVICES PROGRAM 30,000

PAWSPERITY INC

5805 TROOST AVE
KANSAS CITY,MO64110 		NONE PC THE GROOMING PROJECT 10,000

PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER

1020 CENTRAL ST STE 200
KANSAS CITY,MO64105 		NONE PC FOLLY KIDS' SERIES 5,000

PLANNED PARENTHOOD GREAT PLAINS

4401 W 109TH ST
OVERLAND PARK,KS66211 		NONE PC INCREASING ACCESS TO CARE AND EDUCATION IN GREATER KANSAS CITY 40,000

KU ENDOWMENT ASSOCIATION FBO REACH OUT AND READ KANSAS CITY

3901 RAINBOW BLVD
KANSAS CITY,KS66160 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 5,000

REBUILDING TOGETHER KANSAS CITY INC

2050 PLUMBERS WY 150
LIBERTY,MO64068 		NONE PC SAFE AT HOME PROGRAM 7,500

REDISCOVER

1555 NE RICE RD
LEES SUMMIT,MO64086 		NONE PC BEHAVIORAL HEALTH URGENT CARE CLINIC (BHUCC) 10,000

RESTART INC

918 E 9TH ST
KANSAS CITY,MO64106 		NONE PC ADULT EMERGENCY SHELTER 25,000

RIGHTFULLY SEWN INC

1800 WYANDOTTE ST STE 204
KANSAS CITY,MO64108 		NONE PC SEAMSTRESS TRAINING PROGRAM 8,000

RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC

2502 CHERRY ST
KANSAS CITY,MO64108 		NONE PC FAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL 15,000

ROSE BROOKS CENTER INC

PO BOX 320599
KANSAS CITY,MO64132 		NONE PC EMERGENCY SHELTER PROGRAM 20,000

SAFEHOME INC

8745 BALLENTINE ST
OVERLAND PARK,KS66214 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 15,000

SAVE INC

PO BOX 45301
KANSAS CITY,MO64171 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 18,000

SETON CENTER INC

2816 E 23RD ST
KANSAS CITY,MO64127 		NONE PC CHILDREN'S DENTAL SERVICES 15,000

SHEFFIELD PLACE

6604 E 12TH ST
KANSAS CITY,MO641262208 		NONE PC MENTAL HEALTH SERVICES FOR HOMELESS MOTHERS & CHILDREN 15,000

SHEPHERDS CENTER OF KANSAS CITY CENTRAL

9200 WARD PKWY
KANSAS CITY,MO64114 		NONE PC SENIOR COMPANION PROGRAM 10,000

SHEPHERDS CENTER OF KANSAS CITY KANSAS INC

757 ARMSTRONG AVE
KANSAS CITY,KS66101 		NONE PC MINOR HOME REPAIR PROGRAM FOR SENIORS 15,000

START AT ZERO

5508 TROOST AVE
KANSAS CITY,MO64110 		NONE PC FAMILY HOME VISITING 17,000

SUNFLOWER HOUSE

15440 W 65TH ST
SHAWNEE,KS66217 		NONE PC CHILD ABUSE PREVENTION EDUCATION PROGRAM 15,000

SWOPE HEALTH SERVICES

3801 DR MARTIN LUTHER KING JR BLVD
KANSAS CITY,MO641302807 		NONE PC CHAMPS PROGRAM 15,000

SYNERGY SERVICES INC

400 E 6TH ST
PARKVILLE,MO641523703 		NONE PC STREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) 10,000

THE CHILDRENS PLACE INC

6401 ROCKHILL RD
KANSAS CITY,MO64131 		NONE PC DAY TREATMENT SERVICES PROGRAM 25,000

THE FAMILY CONSERVANCY

444 MINNESOTA AVE STE 200
KANSAS CITY,KS66101 		NONE PC OUTPATIENT MENTAL HEALTH THERAPY FOR CHILDREN 15,000

THE LAUNCHCODE FOUNDATION

4811 DELMAR BLVD
ST LOUIS,MO63108 		NONE PC KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM 5,000

THE SEWING LABS

526 CAMPBELL ST
KANSAS CITY,MO64106 		NONE PC THE SEWING SALON TRAINING PROGRAM 5,000

TRUE LIGHT FAMILY RESOURCE CENTER

712 E 31ST ST
KANSAS CITY,MO64109 		NONE PC EMANCIPATION STATION: CASE MANAGEMENT EXPANSION 5,000

UNITED INNER CITY SERVICES DBA EARLYSTART

2008 E 12TH ST
KANSAS CITY,MO64127 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 20,000

URBAN RANGER CORPS

5908 SWOPE PKWY
KANSAS CITY,MO64130 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 10,000

WILDWOOD OUTDOOR EDUCATION CENTER INC

7095 W 399TH ST
LACYGNE,KS66040 		NONE PC SUMMER CAMP PROGRAMS 10,000

WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES)

500 COLLEGE HILL
LIBERTY,MO640681896 		NONE PC 2022/2023 SEASON EDUCATION EVENTS 10,000

WOMENS EMPLOYMENT NETWORK

4328 MADISON AVE
KANSAS CITY,MO64111 		NONE PC WENS SIGNATURE PROGRAMMING AND SERVICES 12,000

YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY

3100 BROADWAY STE 1020
KANSAS CITY,MO64111 		NONE PC LINWOOD Y YOUTH DEVELOPMENT CONTINUUM 27,500

YOUTH AMBASSADORS INC

5809 MICHIGAN AVE
KANSAS CITY,MO64130 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 12,500

YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC

1111 W 39TH ST STE A128
KANSAS CITY,MO64111 		NONE PC ORCHESTRAL EDUCATION PROGRAM 7,500
Total .................................right arrow 3a 1,713,000
bApproved for future payment

AMETHYST PLACE INC
2735A TROOST AVE
KANSAS CITY,MO64109 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 15,000

BOYS CLUB OF GREATER KANSAS CITY
4001 DR MARTIN LUTHER KING JR BLVD
STE 102
KANSAS CITY,MO64130 		NONE PC PROJECT LEARN 60,000

CASA OF JOHNSON & WYANDOTTE COUNTIES INC
6400 GLENWOOD ST STE 100
OVERLAND PARK,KS66202 		NONE PC CHILD ADVOCACY PROGRAM 20,000

CATHOLIC CHARITIES OF KC-ST JOSEPH INC
4001 DR MARTIN LUTHER KING JR BLVD
STE 250
KANSAS CITY,MO64130 		NONE PC EMERGENCY ASSISTANCE-WELCOME CENTER 15,000

CATHOLIC CHARITIES OF NORTHEAST KANSAS INC
9720 W 87TH ST
OVERLAND PARK,KS66212 		NONE PC REFUGEE MATCH GRANT PROGRAM 12,500

CHILD ABUSE PREVENTION ASSOCIATION
503 E 23RD ST
INDEPENDENCE,MO640551502 		NONE PC FAMILY SUPPORT SERVICES PROGRAM 10,000

COTERIE INC
2450 GRAND BLVD STE 144
KANSAS CITY,MO641082520 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 20,000

CROSS-LINES COMMUNITY OUTREACH INC
736 SHAWNEE AVE
KANSAS CITY,KS66105 		NONE PC CROSS-LINES COMMUNITY MARKET 15,000

CULTIVATE KANSAS CITY INC
300 E 39TH ST 4B
KANSAS CITY,MO64111 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 17,500

DONNELLY COLLEGE
608 N 18TH ST
KANSAS CITY,KS66102 		NONE PC COLLEGE COUNSELING CENTER PROGRAM 16,000

EL CENTRO INC
650 MINNESOTA AVE
KANSAS CITY,KS66101 		NONE PC ACADEMY FOR CHILDREN PROGRAM 10,000

FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY
9091 STATE LINE RD
KANSAS CITY,MO64114 		NONE PC RECOVERY SUPPORT NAVIGATION & 24/7 CRISIS CALL LINE 10,000

FLOURISH FURNISHINGS DBA FLOURISH FURNITURE BANK
PO BOX 778
GRANDVIEW,MO64030 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 5,000

GAN CHABAD TORAH CENTER INC DBA ANNA AND MAX ZALCMAN TORAH LEARNING CENTER
8800 W 103RD ST
OVERLAND PARK,KS66212 		NONE PC KC KOSHER MEALS ON WHEELS 5,000

GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC
10561 BARKLEY ST STE 101
OVERLAND PARK,KS66212 		NONE PC GIRL SCOUT OUTREACH PROGRAM 15,000

GUADALUPE CENTER INC
1015 AVENIDA CESAR E CHAVEZ
KANSAS CITY,MO64108 		NONE PC GUADALUPE CENTERS AFTER SCHOOL AND DROP-IN SITE 40,000

HAPPYBOTTOMS
303 W 79TH ST
KANSAS CITY,MO64114 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 26,000

HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS
5151 TROOST AVE STE 300
KANSAS CITY,MO64110 		NONE PC TRU EDUCATION 20,000

HEALTH PARTNERSHIP CLINIC INC
407 S CLAIRBORNE RD STE 104
OLATHE,KS66062 		NONE PC DENTAL OUTREACH SERVICES 7,500

HEARTLAND CHAMBER MUSIC LTD
1600 GENESSEE ST STE 824
KANSAS CITY,MO64102 		NONE PC STRING SPROUTS PROGRAM 5,000

HOPE HOUSE INC
1211 NE INDEPENDENCE AVE
LEES SUMMIT,MO64086 		NONE PC CHILDRENS SERVICES PROGRAM 25,000

JEWISH FEDERATION OF GREATER KANSAS CITY
5801 W 115TH ST STE 201
OVERLAND PARK,KS662111824 		NONE PC CHESED FUND & CAREER SKILLS AND CONNECTIONS 100,000

JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY
4600 PASEO BLVD
KANSAS CITY,MO64110 		NONE PC SOCIAL WORK YOUTH PROGRAM 22,000

GREATER KANSAS CITY COMMUNITY FOUNDATION FBO KANSAS CHILDREN'S SERVICE LEA
6025 METCALF LN STE 300
OVERLAND PARK,KS66202 		NONE PC HEALTHY FAMILIES JOHNSON COUNTY 15,000

KANSAS CITY BALLET ASSOCIATION
500 W PERSHING RD
KANSAS CITY,MO64108 		NONE PC REACH OUT AND DANCE (R.O.A.D.) 15,000

KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC
3732 MAIN ST
KANSAS CITY,MO64111 		NONE PC GENERAL PROGRAM SUPPORT FOR TITLE I STUDENTS 15,000

KANSAS CITY COMMUNITY GARDENS INC
6917 KENSINGTON AVE
KANSAS CITY,MO64132 		NONE PC INDIVIDUAL & FAMILY GARDENS PROGRAM 10,000

KANSAS CITY FRIENDS OF ALVIN AILEY
1714 E 18TH ST
KANSAS CITY,MO64108 		NONE PC AILEYCAMP 25,000

KANSAS CITY REPERTORY THEATRE INC
4825 TROOST AVE STE 101
KANSAS CITY,MO641102030 		NONE PC EDUCATION PROGRAMS 10,000

KANSAS CITY SYMPHONY
1644 WYANDOTTE ST
KANSAS CITY,MO64108 		NONE PC YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS 40,000

LEAD TO READ INC
PO BOX 411006
KANSAS CITY,MO64141 		NONE PC USED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION 7,500

LEGAL AID OF WESTERN MISSOURI
4001 DR MARTIN LUTHER KING JR BLVD
STE 300
KANSAS CITY,MO64130 		NONE PC DOMESTIC VIOLENCE INTERVENTION PROGRAM 30,000

LEVELUP KIDS INC
5416 NE ANTIOCH RD
KANSAS CITY,MO64119 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 8,000

LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL
2 MEMORIAL DR
KANSAS CITY,MO641084603 		NONE PC SUBSIDIZED SCHOOL PROGRAM 10,000

MATTIE RHODES CENTER
148 N TOPPING AVENUE
KANSAS CITY,MO64123 		NONE PC COMMUNITY BEHAVIORAL HEALTH SERVICES 15,000

MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP
3105 GILLHAM RD STE 200
KANSAS CITY,MO64109 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 12,500

MUSIC-ARTS INSTITUTE
1010 S PEARL ST
INDEPENDENCE,MO64050 		NONE PC SCHOLARSHIPS 12,500

NEWHOUSE INC
660 BROOKLYN
KANSAS CITY,MO64124 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 20,000

NORTHEAST COMMUNITY CENTER INC
544 WABASH AVE
KANSAS CITY,MO64124 		NONE PC HARMONY PROJECT KC 5,000

NORTHLAND ASSISTANCE CENTER
2018 GENTRY ST
NORTH KANSAS CITY,MO64116 		NONE PC EMERGENCY ASSISTANCE PROGRAM 10,000

NORTHLAND EARLY EDUCATION CENTER
8630 N OAK TRFY
KANSAS CITY,MO64155 		NONE PC EARLY INTERVENTION SERVICES PROGRAM 10,000

OPERATION BREAKTHROUGH INC
3039 TROOST AVE
KANSAS CITY,MO641091540 		NONE PC SOCIAL SERVICES PROGRAM 60,000

PLANNED PARENTHOOD GREAT PLAINS
4401 W 109TH ST
OVERLAND PARK,KS66211 		NONE PC INCREASING ACCESS TO CARE AND EDUCATION IN GREATER KANSAS CITY 40,000

KU ENDOWMENT ASSOCIATION FBO REACH OUT AND READ KANSAS CITY
3901 RAINBOW BLVD
KANSAS CITY,KS66160 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 5,000

REBUILDING TOGETHER KANSAS CITY INC
2050 PLUMBERS WY 150
LIBERTY,MO64068 		NONE PC SAFE AT HOME PROGRAM 7,500

RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC
2502 CHERRY ST
KANSAS CITY,MO64108 		NONE PC FAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL 15,000

ROSE BROOKS CENTER INC
PO BOX 320599
KANSAS CITY,MO64132 		NONE PC EMERGENCY SHELTER PROGRAM 40,000

SAFEHOME INC
8745 BALLENTINE ST
OVERLAND PARK,KS66214 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 30,000

SAVE INC
PO BOX 45301
KANSAS CITY,MO64171 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 18,000

SETON CENTER INC
2816 E 23RD ST
KANSAS CITY,MO64127 		NONE PC CHILDREN'S DENTAL SERVICES 15,000

START AT ZERO
5508 TROOST AVE
KANSAS CITY,MO64110 		NONE PC FAMILY HOME VISITING 17,000

THE CHILDRENS PLACE INC
6401 ROCKHILL RD
KANSAS CITY,MO64131 		NONE PC DAY TREATMENT SERVICES PROGRAM 25,000

THE FAMILY CONSERVANCY
444 MINNESOTA AVE STE 200
KANSAS CITY,KS66101 		NONE PC OUTPATIENT MENTAL HEALTH THERAPY FOR CHILDREN 15,000

THE LAUNCHCODE FOUNDATION
4811 DELMAR BLVD
ST LOUIS,MO63108 		NONE PC KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM 5,000

UNITED INNER CITY SERVICES DBA EARLYSTART
2008 E 12TH ST
KANSAS CITY,MO64127 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 20,000

WILDWOOD OUTDOOR EDUCATION CENTER INC
7095 W 399TH ST
LACYGNE,KS66040 		NONE PC SUMMER CAMP PROGRAMS 10,000

WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES)
500 COLLEGE HILL
LIBERTY,MO640681896 		NONE PC 2022/2023 SEASON EDUCATION EVENTS 10,000

YOUTH AMBASSADORS INC
5809 MICHIGAN AVE
KANSAS CITY,MO64130 		NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION 12,500
Total ................................. right arrow 3b 1,107,000
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 ....     14 938,511  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,167,938  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,106,449 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,106,449
(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
ANN A TRAVER CHARITABLE TRUST B 501(C)(4) COMMON TRUSTEE
IVY J TRIMMER - CHRISTIAN CHURCH 501(C)(4) COMMON TRUSTEE
IVY J TRIMMER TRUST 501(C)(4) COMMON TRUSTEE
ALICE G OGG TRUST UNDER WILL 501(C)(4) COMMON TRUSTEE
MARY HARTMANN FOUNDATION 501(C)(4) COMMON TRUSTEE
SHAARE SHOLEM CEMETERY TRUST 501(C)(4) COMMON TRUSTEE
ADATH JOSEPH CEMETERY FUND 501(C)(4) COMMON TRUSTEE
NINA BOZARTH TUW FBO KAMPF CEMETERY 501(C)(4) COMMON TRUSTEE
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
OPPENSTEIN BROTHERS FOUNDATION
EIN:
43-6203035
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABS NT 6.15% 11/30/37 49,800 55,807
APPLIED MATERIALS NT 3.9% 10/1/25 73,586 68,859
ATMOS ENERGY NT 1.5% 1/15/31 69,696 56,179
BAIRD AGGREGATE BOND FUND IS 935,533 900,569
BANK OF AMERICA NT V/R 2/7/30 65,000 61,597
BANK OF NY MELLON NT V/R 2/1/34 60,000 57,895
BAPTIST HLTH FL NT 4.342% 11/15/41 50,400 44,223
BB&T CORP NT 2.5% 8/1/24 73,760 69,256
BP CAP MARKETS NT 4.234% 11/6/28 65,000 63,612
BURLINGTON NORTH NT 3.9% 8/1/46 64,479 53,232
COMMERCE BOND FUND #333 180,000 182,162
CRVNA 2022-P3 CL A3 4.61% 11/10/27 64,990 64,329
CUMMINS INC NT 1.5% 9/1/30 74,723 61,343
DODGE & COX INCOME FD 2,236,423 2,167,251
FL POWER & LIGHT NT 3.8% 12/15/42 49,752 41,183
FORDO 2022-C CL A3 4.48% 12/15/26 59,997 59,528
GONZAGA UNIV NT 4.158% 4/1/46 35,000 28,736
HONEYWELL INTL NT 2.5% 11/1/26 70,825 70,866
JPMORGAN CHASE NT V/R 1/23/29 65,000 61,485
LOUISVILLE GAS NT 4.65% 11/15/43 67,897 54,102
MASTERCARD INC NT 2.95% 6/1/29 69,903 64,450
MORGAN STANLEY NT V/R 1/23/30 64,487 62,947
NEVADA POWER NT 6.75% 7/1/37 73,453 61,566
PEPSICO INC NT 3.5% 7/17/25 60,644 58,784
PG&E WILDFIRE REC NT 3.594% 6/1/30 53,512 51,306
PNC BANK NA NT 2.7% 11/1/22 59,887 54,700
PRAXAIR INC NT 2.65% 2/5/25 68,956 63,617
PRUDENTIAL FNDG NT 3.125% 4/14/30 59,815 58,479
PUB SVC ELEC & GAS NT 5.5% 3/1/40 44,784 45,785
PUBLIC STORAGE NT 0.875% 2/15/26 74,542 69,299
SHELL INTL NT 4% 5/10/46 58,919 50,469
SLST 2022-1 CL A1 3.5% 5/25/32 52,496 50,001
SSM HEALTH CARE NT 3.823% 6/1/27 55,000 52,896
STATE STREET NT V/R 11/1/25 70,000 65,013
TOSCO CORP NT 8.125% 2/15/30 45,457 40,454
TRANS-CANADA PL NT 7.25% 8/15/38 51,288 45,818
UNION PACIFIC RR NT 2.695% 5/12/27 43,519 40,697
US BANCORP NT 2.95% 7/15/22 60,000 55,344
VISA INC NT 3.15% 12/14/25 63,235 63,209
VZMT 2022-7 CL A1A V/R 11/22/27 59,989 59,866
WELLS FARGO & CO NT V/R 10/30/30 70,000 61,879
WW GRAINGER NT 3.75% 5/15/46 44,695 36,902
BANK OF MONTREAL NT 5.717% 9/25/28 60,976 61,620
BRISTOL MYERS NT 5.9% 11/15/33 54,872 58,775

TY 2023 InvestmentsCorpStockSchedule
Name:
OPPENSTEIN BROTHERS FOUNDATION
EIN:
43-6203035
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 45,956 59,103
ABBVIE INC 46,917 58,272
ALPHABET INC CL A 93,674 329,027
AMAZON COM INC 90,869 330,095
AMER CENT SM CAP GRWTH-Y 400,000 415,660
AMPHENOL CORP CL-A 17,166 57,675
APPLE INC 78,045 553,880
BLCKRCK SYST MULTI STR-K 950,000 961,239
CADENCE DESIGN SYSTEMS INC 11,591 54,474
CDW CORP/DE 38,641 56,272
CHENIERE ENERGY INC 42,171 52,416
CHURCH & DWIGHT CO INC 43,289 51,633
COPART INC 32,107 57,920
COSTCO WHSL CORP NEW 36,657 54,947
CSX CORP 45,844 57,088
EBAY INC 49,603 53,308
EQUITY LIFESTYLE PROPERTIES 62,598 51,520
FIDELITY MID CAP GRW INDX 450,000 463,931
FIDELITY MID CAP VAL INDX 575,190 656,055
FISERV INC 13,352 58,334
GEN DIGITAL INC 47,994 52,640
HILTON WORLDWIDE HOLDINGS INC 29,826 57,594
HOME DEPOT INC 14,605 55,622
HONEYWELL INTL INC 51,345 58,496
ILLINOIS TOOL WORKS INC 17,342 56,349
MASTERCARD INCORPORATED CLASS A 19,724 81,867
MCDONALDS CORP 31,258 56,390
MCKESSON CORP 33,103 56,369
MICROSOFT CORP 111,205 664,738
MSCI INC-A 48,816 58,847
NETAPP INC 38,518 51,435
NVIDIA CORP 62,245 429,191
PALO ALTO NETWORKS INC 26,381 59,667
PEPSICO INC 35,002 57,753
PTC INC 32,727 50,069
ROLLINS INCORPORATED 26,575 51,036
RPM INC OHIO 22,432 51,149
SHERWIN WILLIAMS CO 15,895 57,309
STARBUCKS CORP 48,353 58,033
STRYKER CORP 16,105 57,259
TESLA MOTORS INC 76,633 87,895
THERMO FISHER CORP 25,675 61,027
TRACTOR SUPPLY COMPANY 39,680 53,653
UNITEDHEALTH GROUP INC 42,743 79,152
VISA INC CLASS A SHARES 22,196 83,724
WASTE MGMT INC DEL 39,798 60,748
ZOETIS INC 46,321 57,531
ARCH CAPITAL GROUP LIMITED 41,104 52,691
BENTLEY SYSTEMS INC 48,507 52,220
BROADCOM INC 61,799 99,406
CORPAY INC COM 44,270 57,080
FAIR ISAAC & CO INC 50,766 49,984
GODADDY INC CL A 30,484 50,439
INTUIT 40,905 58,500
JAZZ PHARMACEUTICALS PLC 51,947 51,179
LILLY ELI & CO 72,701 124,474
LINCOLN ELEC HLDGS INC 34,735 49,811
LULULEMON ATHLETICA INC 53,010 54,691
META PLATFORMS INC 116,254 199,088
MOTOROLA SOLUTIONS INC 48,800 60,347
PERFORMANCE FOOD GROUP CO 40,147 50,382
ROCKWELL AUTOMATION INC 48,926 50,983
SALESFORCE INC 56,778 55,718
TARGA RESOURCES CORP 40,137 52,075
TRADEWEB MARKETS INC 34,289 51,564
TRAVEL AND LEISURE CO 40,796 53,611
VONTIER CORP 39,357 52,618

TY 2023 InvestmentsGovtObligationsSch
Name:
OPPENSTEIN BROTHERS FOUNDATION
EIN:
43-6203035
US Government Securities - End of Year Book Value:

2,418,236
US Government Securities - End of Year Fair Market Value:

2,211,159
State & Local Government Securities - End of Year Book Value:


2,330,121
State & Local Government Securities - End of Year Fair Market Value:


2,022,821


TY 2023 InvestmentsOtherSchedule2
Name:
OPPENSTEIN BROTHERS FOUNDATION
EIN:
43-6203035
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARTISAN MID CAP FUND-INS AT COST 648,574 629,865
CAUSEWAY EMERGING MARKETS-IS AT COST 834,012 648,181
CLEARBRIDGE SMALL CAP GR IS AT COST 345,370 536,136
COMMERCE MIDCAP GROWTH FUND AT COST 647,643 907,631
COMMERCE VALUE FUND INSTITUTIONAL AT COST 1,719,569 2,372,621
DFA INTL SMALL CO PORTFOLIO AT COST 704,368 871,403
DFA US LARGE CAP VALUE PORTFOLIO AT COST 1,405,608 1,962,963
DFA US TARGETED VALUE PORTFOLIO AT COST 912,720 1,098,929
DODGE & COX INTERNATIONAL STOCK FUND AT COST 184,934 213,665
ISHARES RUSSELL 1000 GROWTH ETF AT COST 18,253 23,594
ISHARES RUSSELL MIDCAP GROWTH ETF AT COST 44,508 163,791
ISHARES RUSSELL MIDCAP VALUE ETF AT COST 641,143 1,941,988
JPMORGAN HEDGED EQUITY-R6 AT COST 922,079 1,064,540
LAZARD EMERGING MARKETS EQUITY PORT AT COST 708,150 731,451
MFS RESEARCH INTERNAT R6 AT COST 1,633,641 2,324,519
PGIM JENNISON M/C GROWTH CL R6 AT COST 254,000 195,857
T ROWE PR GROWTH STOCK-I AT COST 354,472 492,166
T ROWE PR NEW HORIZONS-I AT COST 196,717 230,942
T ROWE PR OVERSEAS STOCK-I AT COST 1,385,000 1,574,659
TIAA-CREF L/C GROW INDX-INST AT COST 1,435,988 2,267,805
TIAA-CREF L/C VAL INDX-INST AT COST 2,266,759 3,126,862

TY 2023 OtherAssetsSchedule
Name:
OPPENSTEIN BROTHERS FOUNDATION
EIN:
43-6203035
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ART - TWO THOMAS HART BENTON 1 1 2,125


TY 2023 OtherExpensesSchedule
Name:
OPPENSTEIN BROTHERS FOUNDATION
EIN:
43-6203035
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
POSTAGE 140 0   140
DUES & SUBSCRIPTIONS 165 0   165
OFFICE SUPPLIES 29 0   29


TY 2023 OtherIncreasesSchedule
Name:
OPPENSTEIN BROTHERS FOUNDATION
EIN:
43-6203035
Description Amount
ROUNDING 4


TY 2023 TaxesSchedule
Name:
OPPENSTEIN BROTHERS FOUNDATION
EIN:
43-6203035
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX ESTIMATES 24,000 0   0