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
JOHN J SULLIVAN JR FOUNDATION
JOHN HOULEHAN & MARK HENKE-TRUSTEES
Number and street (or P.O. box number if mail is not delivered to street address)13220 METCALF AVENUE SUITE 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OVERLAND PARK, KS66213
A Employer identification number

74-2815203
B Telephone number (see instructions)

(816) 360-8639
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$12,397,218J 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 51,853 51,853  
4 Dividends and interest from securities... 214,181 214,181  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 94,099
b Gross sales price for all assets on line 6a 1,077,552
7 Capital gain net income (from Part IV, line 2)... 94,099
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........ 360,133 360,133  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 101,196 15,180   86,016
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,500 2,750   2,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
60,172 54,172   6,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,718 3,718    
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
97 97    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 170,683 75,917   94,766
25 Contributions, gifts, grants paid....... 524,000 524,000
26 Total expenses and disbursements. Add lines 24 and 25 694,683 75,917   618,766
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -334,550
b Net investment income (if negative, enter -0-) 284,216
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......... 347,910 457,933 457,933
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) 989,299 1,226,306 1,229,832
b Investments—corporate stock (attach schedule)....... 5,700,300 Click to see attachment
List of Attached Documents:
// Content
5,295,995 		8,933,353
c Investments—corporate bonds (attach schedule)....... 2,175,386 Click to see attachment
List of Attached Documents:
// Content
1,892,342 		1,749,158
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)..........     22,692
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
7,514 		Click to see attachment
List of Attached Documents:
// Content
4,250 		Click to see attachment
List of Attached Documents:
// Content
4,250
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,220,409 8,876,826 12,397,218
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,220,409 8,876,826
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,220,409 8,876,826
30 Total liabilities and net assets/fund balances (see instructions). 9,220,409 8,876,826
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
9,220,409
2
Enter amount from Part I, line 27a .....................
2
-334,550
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,885,859
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,033
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,876,826
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 COUNTRY CLUB TRUST 3016 LT COVERED P    
b COUNTRY CLUB TRUST 3016 LT NONCOVER P    
c COUNTRY CLUB TRUST CAP GAIN DIST P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,070,214   980,922 89,292
b 2,567   2,531 36
c 4,771     4,771
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       89,292
b       36
c       4,771
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 94,099
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,951
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  
3 Add lines 1 and 2........................... 3 3,951
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,951
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,250
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,250
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 299
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow299 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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 arrowJOHN G HOULEHAN Telephone no.right arrow (816) 360-8639

Located atright arrow13220 METCALF AVENUE SUITE 100OVERLAND PARKKS ZIP+4right arrow66213
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
 
 
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
JOHN HOULEHAN TRUSTEE
12.00 		50,598 0 0
2209 W 131ST STREET
LEAWOOD,KS66209
MARK HENKE TRUSTEE
12.00 		50,598 0 0
6717 WILLOW LANE
MISSION HILLS,KS662082267
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  
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 arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
11,338,648
b
Average of monthly cash balances.......................
1b
479,952
c
Fair market value of all other assets (see instructions)................
1c
4,250
d
Total (add lines 1a, b, and c).........................
1d
11,822,850
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
11,822,850
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
177,343
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,645,507
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
582,275
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
582,275
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,951
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,951
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
578,324
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
578,324
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
578,324
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
618,766
b
Program-related investments—total from Part VIII-B..................
1b
 
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
618,766
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 7 578,324
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 176,369
b From 2019...... 202,245
c From 2020...... 303
d From 2021......  
e From 2022...... 49,735
f Total of lines 3a through e ........ 428,652
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 618,766
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 578,324
e Remaining amount distributed out of corpus 40,442
5 Excess distributions carryover applied to 2023.    
(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 5 469,094
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		176,369
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		292,725
10 Analysis of line 9:
a Excess from 2019.... 202,245
b Excess from 2020.... 303
c Excess from 2021....  
d Excess from 2022.... 49,735
e Excess from 2023.... 40,442
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ABILITY KC

3011 BALTIMORE AVE
KANSAS CITY,MO64108 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1,000

ACTON INSTITUTE

98 E FULTON STREET
GRAND RAPIDS,MI49503 		N/A PUB. CHARITY FINCL SUPPPORT OF GENERAL USE FD 1,000

ADVICE AND AID PREGNANCY CT

11644 W 75TH STREET
SHAWNEE,KS66214 		N/A PUB. CHARITY FINCL SUPPORT FOR GENERAL USE FD 1,000

AMERICAN HEART ASSOCIATION

6800 93RD STREET
OVERLAND PARK,KS66212 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2,000

ARCHDIOCESE OF KANSAS CITY IN KS

12615 PARALLEL PKWY
KANSAS CITY,KS66109 		N/A RELIG. ORG. FINCL SUPPORT OF THE ARCDIOCESE 3,000

BENEDICTINE COLLEGE

1020 NORTH 2ND ST
ATCHISON,KS66002 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 3,500

BENEDICTINE SISTERS OF PERP ADORN

31970 STATE HWY P
CLYDE,MO64432 		N/A RELIG. ORG FINCL SUPPORT OF RELIGIOUS/CHAR ORG 1,000

BENILDE HALL

3220 E 23RD ST
KANSAS CITY,MO64127 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 500

BETHANY LUTHERAN SCHOOL

9101 LAMAR AVE
OVERLAND PARK,KS66207 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 1,000

BIG BROTHERS AND BIG SISTERS

1709 WALNUT ST
KANSAS CITY,MO64108 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 4,000

BILL WARIS BLUEJAYS BASKETBALL CLUB

11822 HOLMES RD
KANSAS CITY,MO64131 		N/A PUB. CHARITY FINCL SUPPORT OF ATHLETIC CLUB 1,500

BISHOP MIEGE HIGH SCHOOL

5041 REINHARDT DR
SHAWNEE MISSION,KS66205 		N/A EDUC. ORG. FINCL SUPPORT OF SCHOOL/AUCT/ MAINT. 16,400

BISHOP SULLIVAN CENTER

6435 E TRUMAN ROAD
KANSAS CITY,MO64126 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 8,000

BISHOP WARD HIGH SCHOOL

708 N 18TH STREET
KANSAS CITY,KS66102 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 500

BLESSED SACRAMENT CATHOLIC CHURCH

2203 PARALLEL AVE
KANSAS CITY,KS66104 		N/A CHURCH FINCL SUPPORT OF CHURCH 2,000

BOYS AND GIRLS CLUB OF KC

4001 BLUE PARKWAY 102
KANSAS CITY,MO64130 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5,000

BRAIN INJURY ASSOCIATION

1100 PENNSLYVANIA
KANSAS CITY,MO64105 		N/A PUB. CHARITY FINCL SUP FOR MED RESEARCH/TREATMENT 500

BRIAN M ANSELMO MEMORIAL FOUND

901 W 121ST ST
KANSAS CITY,MO64145 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 3,000

BROOKSIDE CHARTER SCHOOL

1815 E 63RD ST
KANSAS CITY,MO64130 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 3,000

CATHEDRAL OF THE IMMACULATE CONCEPT

416 W 12TH ST
KANSAS CITY,MO64105 		N/A CHURCH FINCL SUPPORT OF CHURCH 20,000

CATHOLIC CHARITIES OF KC ST JOSEPH

4001 DR MARTIN LUTHER
KING JR BLVD 250
KANSAS CITY,MO64130 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 3,000

CATHOLIC CHARITIES OF NE KANSAS

9720 WEST 87TH STREET
OVERLAND PARK,KS66212 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 7,000

CATHOLIC FOUNDATION OF NE KANSAS

12615 PARALLEL PKWY
KANSAS CITY,KS66109 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 1,000

CONCEPTION ABBEY SEMINARY

PO BOX 501
CONCEPTION,MO64433 		N/A EDUC. ORG FINCL SUPPORT OF GENERAL USE FD 7,000

CONSIDER THE LILY

2473 S HIGLEY RD
STE 104 201
GILBERT,AZ85295 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1,500

CORPUS CRISTI CHURCH

6001 BOB BILLINGS PARKWAY
LAWRENCE,KS66049 		N/A CHURCH FINCL SUPPORT OF CHURCH 1,400

CRISTO REY KANSAS CITY

211 W LINWOOD BLVD
KANSAS CITY,MO64111 		N/A EDUC. ORG FINCL SUPPORT OF EDUCATIONAL ORG. 2,500

CROSS CATHOLIC OUTREACH

2700 N MILITARY TRL 300
BOCA RATON,FL33427 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1,000

CURE OF ARS

9401 MISSION RD
LEAWOOD,KS66206 		N/A CHURCH FINCL SUPPORT OF CHURCH 11,400

DALLAS COOPERATIVE PRESCHOOL

11001 MIDWAY RD
DALLAS,TX75229 		N/A EDUC. ORG FINCL SUPPORT OF EDUCATIONAL ORG. 5,000

DIOCESE OF KANSAS CITY - ST JOSEPH

20 W 9TH STREET
KANSAS CITY,MO64105 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 2,500

DON BOSCO SENIOR CENTER

580 CAMPBELL ST
KANSAS CITY,MO64106 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2,000

DONNELLY COLLEGE

608 N 18TH ST
KANSAS CITY,KS66102 		N/A EDUC. ORG FINCL SUPPORT OF EDUCATIONAL ORG 21,000

EQUITY PERIOD

4413 W 69TH TER
PRAIRIE VILLAGE,KS66208 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2,000

FALLING FORWARD FOUNDATION

4513 GOLDFIELD
LAWRENCE,KS66049 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 2,000

FARNAN SPIRITUAL CENTER

301 EAST SANTA FE TRAIL
KANSAS CITY,MO64145 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 1,000

FIRE FOUNDATION

PO BOX 22515
KANSAS CITY,MO64113 		N/A EDUC/REL ORG FINCL SUPPORT OF EDUC/REL ORG. 7,400

FOCUS

PO BOX 17408
DENVER,CO80217 		N/A RELIG. ORG FINCL SUPPORT OF RELIGIOUS/CHAR ORG 2,000

GABRIEL PROJECT KC

12615 PARALLEL PKWY
KANSAS CITY,KS66109 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 2,000

GUARDIAN ANGELS PARISH

1310 WESTPORT RD
KANSAS CITY,MO64111 		N/A CHURCH FINCL SUPPORT OF CHURCH 5,000

HAPPY BOTTOMS

303 W 79TH STREET
KANSAS CITY,MO64114 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1,000

HAYDEN HIGH SCHOOL

401 SW GAGE BLVD
TOPEKA,KS66606 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 1,400

HILLCREST TRANSITIONAL HOUSING

PO BOX 901924
KANSAS CITY,MO64190 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 2,000

HOLY FAMILY SCHOOL OF FAITH

13240 CRAIG STREET
OVERLAND PARK,KS66213 		N/A EDU/REL ORG. FINCL SUPPORT OF CHURCH & SCHOOL 2,000

HOLY TRINITY

13600 W 92ND STREET
LENEXA,KS66215 		N/A EDU/REL ORG. FINCL SUPPORT OF CHURCH & SCHOOL 1,400

HORIZON ACADEMY

4901 REINHARDT DR SUITE
ROELAND PARK,KS66205 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 1,400

JDRF KANSAS CITY

215 W PERSHING RD 300
KANSAS CITY,MO64108 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 2,500

KANSANS FOR LIFE

7808 FOSTER ST
OVERLAND PARK,KS66204 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 7,000

KANSAS POLICY INSTITUTE

250 N WATER STREET
WICHITA,KS67202 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 5,000

KC GIRLS PREP ACADEMY FOUNDATION

5000 EAST 17TH STREET
KANSAS CITY,MO64127 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 10,000

KEEP THE SPARK ALIVE

12525 GRAND AVE
KANSAS CITY,MO64145 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2,000

LADIES OF CHARITY

PO BOX 480753
KANSAS CITY,MO64148 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 1,000

LAKEMARY CENTER

100 LAKEMARY DRIVE
PAOLA,KS66071 		N/A PUB. CHARITY FINCL SUPPORT OF HOMES FOR CHILDREN 1,000

LANTERN HOUSE

269 W 33RD ST
OGDEN,UT84401 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2,000

L'ARCHE HEARTLAND

8137 SANTE FE DR
OVERLAND PARK,KS66204 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1,000

LEAD TO READ KC

6022 N STRATHBURY AVE
KANSAS CITY,MO64151 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1,000

LITTLE SISTERS OF THE POOR

8745 JAMES A REED ROAD
KANSAS CITY,MO64138 		N/A RELIG. ORG. FINCL SUPPORT OF RELIGIOUS ORG. 5,500

LUCKY 13 RESCUE

119 W GREGORY BLVD 7907
KANSAS CITY,MO64114 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 6,000

MOUNT ST SCHOLASTICA

801 S 8TH ST
ATCHISON,KS66002 		N/A RELIG. ORG. FINCL SUPPORT OF RELIGIOUS ORG. 1,400

NOTRE DAME DE SION

10631 WORNALL RD
KANSAS CITY,MO64114 		N/A EDUC. ORG FINCL SUPPORT OF EDUCATIONAL ORG. 33,400

OLATHE PUBLIC SCHOOL FOUNDATION

315 N LINDENWOOD DR
OLATHE,KS66062 		N/A PUB. CHARITY FINCL SUPPORT OF EDUC. FOUNDATION -1,000

OPERATION BREAKTHROUGH

3039 TROOST AVE
KANSAS CITY,MO64109 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1,000

ORDER OF MALTA

1730 M STREET NW SUITE 4
WASHINGTON,DC20036 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 5,000

OUR LADY'S MONTESSORI SCHOOL

3020 S 7TH ST
KANSAS CITY,KS66103 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 10,000

PARKSINSON'S EXERCISE & WELLNESS CE

3665 W 95TH ST
OVERLAND PARK,KS66206 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 1,000

PEACE OUT CANCER

11709 ROE AVE STE D 140
LEAWOOD,KS66211 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1,000

PHEASANTS FOREVER INC

1783 BUERKLE CIRCLE
ST PAUL,MN55110 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2,000

RESURRECTION CATHOLIC SCHOOL

425 N 15TH STREET
KANSAS CITY,KS66102 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 1,000

ROBERT J MOHART EDUC FOUND

6407 MORNINGSIDE DR
KANSAS CITY,MO64113 		N/A PUB. CHARITY FINCL SUPPORT OF EDUC. FOUNDATION 1,000

ROCKHURST HIGH SCHOOL

9301 STATE LINE RD
KANSAS CITY,MO64114 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 79,800

ROCKHURST UNIVERSITY

1100 ROCKHURST ROAD
KANSAS CITY,MO64110 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 8,000

ROSE BROOKS CENTER

PO BOX 320599
KANSAS CITY,MO64132 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2,250

SAFEHOME

PO BOX 4563
OVERLAND PARK,KS66204 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 1,400

SAINT MARTIN'S ACADEMY

1950 INDIAN ROAD
FORT SCOTT,KS66701 		N/A EDUC. ORG FINCL SUPPORT OF EDUCATIONAL ORG. 10,000

SALVATION ARMY

615 SLATERS LANE
ALEXANDRIA,VA22314 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5,000

SETON CENTER

2816 E 23RD STREET
KANSAS CITY,MO64127 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 1,000

SISTERS OF LITTLE LAMB

36 S BOEKE ST
KANSAS CITY,KS66101 		N/A RELIG. ORG. FINCL SUPPORT OF RELIGIOUS ORG. 1,500

SISTERS OF MT ST SCHOLASTICA

801 S 8TH STREET
ATCHISON,KS66002 		N/A RELIG. ORG. FINCL SUPPORT OF RELIGIOUS ORG. 1,500

SISTERS OF ST JOSEPH OF CARONDELET

6400 MINNESOTA AVE
ST LOUIS,MO63111 		N/A RELIG. ORG. FINCL SUPPORT OF RELIGIOUS ORG. -1,000

SISTERS SERVANTS OF MARY

800 N 18TH ST
KANSAS CITY,KS66102 		N/A PUB. CHARITY FINCL SUPPORT OF RELIGIOUS/CHAR ORG. 1,000

SLC6A1 CONNECT

1939 TEMPERENCE HILL DRIV
FRISCO,TX75034 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1,000

SOC OF OUR LADY MOST HOLY TRINITY

3738 TRACY AVE
KANSAS CITY,MO64109 		N/A RELIG. ORG. FINCL SUPPORT OF RELIGIOUS ORG. 10,000

ST AGNES CATHOLIC PARISH

5250 MISSION ROAD
ROELAND PARK,KS66205 		N/A CHURCH FINCL SUPPORT OF CHURCH 3,000

ST BENEDICT'S ABBEY

1020 N 2ND STREET
ATCHISON,KS66002 		N/A REL. ORG. FINCL SUPPORT OF RELIGIOUS ORG. 5,000

ST JAMES ACADEMY

24505 PRAIRIE STAR PKWY
LENEXA,KS66227 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 2,500

ST JAMES FOOD KITCHEN

PO BOX 515
ST JAMES,MO65559 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 1,250

ST LAWRENCE CATHOLIC CAMPUS CENTER

1631 CRESCENT RD
LAWRENCE,KS66044 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5,000

ST MICHAEL THE ARCHANGEL CATHOLIC

14201 NALL AVE
OVERLAND PARK,KS66223 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 7,300

ST PAUL'S OUTREACH

110 CRUSADER AVE W
WEST ST PAUL,MN55118 		N/A RELIG. ORG. FINCL SUPPORT OF RELIGIOUS ORG. 3,000

ST PETER'S CATHOLIC CHURCH

815 E MEYER BLVD
KANSAS CITY,MO64131 		N/A RELIG. ORG. FINCL SUPPORT OF RELIGIOUS ORG. 20,000

ST PETER'S SCHOOL

6400 CHARLOTTE
KANSAS CITY,MO64131 		N/A EDU/REL. ORG FINCL SUPPORT OF CHURCH & SCHOOL 6,000

ST ROSE PHILIPPINE CATHOLIC CHURCH

5035 RAINBOW BLVD
MISSION WOODS,KS66205 		N/A CHURCH FINCL SUPPORT OF CHURCH 10,000

ST THERESA PARISH HAWAII

712 N SCHOOL ST
HONOLULU,HI96817 		N/A CHURHC FINCL SUPPORT OF CHURCH 5,000

ST THOMAS AQUINAS

11411 PFLUMM RD
OVERLAND PARK,KS66215 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 1,000

ST THOMAS MORE CATHOLIC CHURCH

11822 HOLMES ROAD
KANSAS CITY,MO64131 		N/A EDU/REL ORG FINCL SUPPORT OF CHURCH & SCHOOL 3,000

ST VINCENT DEPAUL CHURCH

3106 FLORA AVE
KANSAS CITY,MO64109 		N/A EDU/REL. ORG FINCL SUPPORT OF CHURCH AND SCHOOL 12,000

STEPHANIE WATERMAN TENNIS FOUNDATIO

PO BOX 8425
KANSAS CITY,MO64114 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1,000

SUNFLOWER HOUSE

15440 W 65TH ST
SHAWNEE,KS66217 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 500

TALK 2 ME

13104 ALHAMBRA ST
LEAWOOD,KS66209 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2,000

THE CHILDREN'S PLACE

6401 ROCKHILL ROAD
KANSAS CITY,MO64131 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 2,500

THE MEN OF NEHEMIAH

2010 AL LIPSCOMB WAY
DALLAS,TX75215 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10,000

THOMAS FAHEY FAMILY FOUNDATION

9701 OVERBROOK ROAD
LEAWOOD,KS66206 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. -2,000

TURNING POINT

8900 STATE LINE RD
LEAWOOD,KS66206 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 1,000

UMKC FOUNDATION

5115 OAK STREET
202 ADMIN CENTER
KANSAS CITY,MO64112 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. -1,000

UNION GOSPEL MISSION

1321 E LANCASTER AVE
FORT WORTH,TX76102 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5,000

UNIVERSITY OF KANSAS BREAST CANCER

3901 RAINBOW BLVD
KANSAS CITY,KS66460 		N/A MED. CARE FINCL SUPPORT OF MED RESEARCH/CARE 1,000

UNIVERSITY OF KANSAS CANCER CENTER

3901 RAINBOW BLVD
KANSAS CITY,KS66460 		N/A MED. CARE FINCL SUPPORT OF MED RESEARCH/CARE 10,000

UNIVERSITY OF ST MARY'S LEAVENWORT

4100 S 4TH ST
LEAVENWORTH,KS66048 		N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 1,400

VARIETY KC

4050 PENNSYLVANIA AVE ST
KANSAS CITY,MO64111 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2,000

VITAE FOUNDATION

1731 SOUTHRIDGE DR
JEFFERSON CITY,MO65109 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 3,500

WELCOME HOUSE

1414 E 27TH ST
KANSAS CITY,MO64108 		N/A PUB. CHARITY FINCL SUPPORT OF GENERAL USE FD 2,000

WYANDOTTE PREGNANCY CLINIC

3021 N 54TH ST
KANSAS CITY,KS66104 		N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 4,000

YMCA OF GREATER KANSAS CITY

6901 SHAWNEE MISSION PKWY
OVERLAND PARK,KS66202 		N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1,000
Total .................................right arrow 3a 524,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 51,853  
4 Dividends and interest from securities ....     14 214,181  
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 ............ 		    14 94,099  
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) ..   360,133  
13Total. Add line 12, columns (b), (d), and (e)..................
13
360,133
(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
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
JOHN J SULLIVAN JR FOUNDATION
 
JOHN HOULEHAN & MARK HENKE-TRUSTEES
EIN:
74-2815203
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING, TAX & CONSULTING 5,500 2,750   2,750

TY 2023 InvestmentsCorpBondsSchedule
Name:
JOHN J SULLIVAN JR FOUNDATION
 
JOHN HOULEHAN & MARK HENKE-TRUSTEES
EIN:
74-2815203
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE STMTS ATTACHED - CORP SECS & BDS 1,892,342 1,749,158

TY 2023 InvestmentsCorpStockSchedule
Name:
JOHN J SULLIVAN JR FOUNDATION
 
JOHN HOULEHAN & MARK HENKE-TRUSTEES
EIN:
74-2815203
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE STATEMENTS ATTACHED - EQUITIES 5,295,995 8,933,353

TY 2023 InvestmentsOtherSchedule2
Name:
JOHN J SULLIVAN JR FOUNDATION
 
JOHN HOULEHAN & MARK HENKE-TRUSTEES
EIN:
74-2815203
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCRUED INCOME AT COST   22,692

TY 2023 OtherAssetsSchedule
Name:
JOHN J SULLIVAN JR FOUNDATION
 
JOHN HOULEHAN & MARK HENKE-TRUSTEES
EIN:
74-2815203
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID FEDERAL EXCISE TAX/INV INC 7,514 4,250 4,250


TY 2023 OtherDecreasesSchedule
Name:
JOHN J SULLIVAN JR FOUNDATION
 
JOHN HOULEHAN & MARK HENKE-TRUSTEES
EIN:
74-2815203
Description Amount
BOOK/TAX REPORTING DIFF 9,033


TY 2023 OtherExpensesSchedule
Name:
JOHN J SULLIVAN JR FOUNDATION
 
JOHN HOULEHAN & MARK HENKE-TRUSTEES
EIN:
74-2815203
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
INVESTMENT EXPENSES 97 97    


TY 2023 OtherProfessionalFeesSchedule
Name:
JOHN J SULLIVAN JR FOUNDATION
 
JOHN HOULEHAN & MARK HENKE-TRUSTEES
EIN:
74-2815203
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COUNTRY CLUB TRUST CO        
-INV AGENCY / TRUST ADM FEES 54,172 54,172    
ANNIE E. HOULEHAN        
-ADMINISTRATIVE SERVICES 3,600     3,600
JOHN E. HOULEHAN        
-ADMINSTRATIVE SERVICES 2,400     2,400


TY 2023 TaxesSchedule
Name:
JOHN J SULLIVAN JR FOUNDATION
 
JOHN HOULEHAN & MARK HENKE-TRUSTEES
EIN:
74-2815203
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,718 3,718