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
THE SUNDERLAND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5700 W 112TH STREET 320
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OVERLAND PARK, KS66211
A Employer identification number

44-6011082
B Telephone number (see instructions)

(913) 335-6454
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$1,017,130,762J 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... 23,323,440 27,242,928  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,273,998
b Gross sales price for all assets on line 6a 360,658,274
7 Capital gain net income (from Part IV, line 2)... 34,492,087
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)....... Click to see attachment
List of Attached Documents:
// Content
400,689 -126,219  
12 Total. Add lines 1 through 11........ 57,998,127 61,608,796  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 539,477 215,791   323,686
14 Other employee salaries and wages...... 76,093 30,437   45,656
15 Pension plans, employee benefits....... 146,873 58,749   88,124
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
45,156 22,578   22,578
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,000 3,500   3,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,942,703 2,001,314   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
942,938 244,370   13,763
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 408,378 0   408,378
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,999 4,550   8,449
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,121,617 2,581,289   914,134
25 Contributions, gifts, grants paid....... 218,342,551 218,342,551
26 Total expenses and disbursements. Add lines 24 and 25 222,464,168 2,581,289   219,256,685
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -164,466,041
b Net investment income (if negative, enter -0-) 59,027,507
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......... 56,793,012 59,320,714 59,320,714
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 arrow3,342,017
Less: allowance for doubtful accounts right arrow0 3,480,098 3,342,017 3,342,017
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 462,661,501 Click to see attachment
List of Attached Documents:
// Content
403,877,645 		403,877,645
c Investments—corporate bonds (attach schedule)....... 362,162,530 Click to see attachment
List of Attached Documents:
// Content
306,111,953 		306,111,953
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).......... 230,993,633 Click to see attachment
List of Attached Documents:
// Content
241,978,433 		241,978,433
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
2,500,000 		Click to see attachment
List of Attached Documents:
// Content
2,500,000 		Click to see attachment
List of Attached Documents:
// Content
2,500,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,118,590,774 1,017,130,762 1,017,130,762
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) Click to see attachment
List of Attached Documents:
// Content
73,594 		Click to see attachment
List of Attached Documents:
// Content
347,474
23 Total liabilities (add lines 17 through 22)......... 73,594 347,474
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........ 1,472,070,151 1,472,070,151
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -353,552,971 -455,286,863
29 Total net assets or fund balances (see instructions)..... 1,118,517,180 1,016,783,288
30 Total liabilities and net assets/fund balances (see instructions). 1,118,590,774 1,017,130,762
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
1,118,517,180
2
Enter amount from Part I, line 27a .....................
2
-164,466,041
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
62,732,149
4
Add lines 1, 2, and 3 ..........................
4
1,016,783,288
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
1,016,783,288
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES     2023-12-31
b CAPITAL GAIN DISTRIBUTIONS P   2023-12-31
c LONG-TERM CAPITAL GAIN FROM PASSTHROUGHS P   2023-12-31
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 360,463,798   326,166,187 34,297,611
b 5,244     5,244
c 189,232     189,232
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       34,297,611
b       5,244
c       189,232
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 34,492,087
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) 1 820,482
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........................... 3 820,482
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- ..... 5 820,482
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 633,789
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 440,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,073,789
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 253,307
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow253,307 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowKS, MO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SUNDERLAND.ORG
14
The books are in care ofright arrowRANDY VANCE PRESIDENT Telephone no.right arrow (913) 335-6454

Located atright arrow5700 W 112TH STREET SUITE 320OVERLAND PARKKS ZIP+4right arrow66211
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)
Yes
 
(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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
KENT SUNDERLAND CHAIRMAN, TRUSTEE
1.00 		12,000 0 0
5700 W 112TH STREET
OVERLAND PARK,KS66211
CHARLES SUNDERLAND SECRETARY & TREASURER, TRUSTEE
1.00 		12,000 0 0
5700 W 112TH STREET
OVERLAND PARK,KS66211
WILLIAM SUNDERLAND TRUSTEE
1.00 		12,000 0 0
5700 W 112TH STREET
OVERLAND PARK,KS66211
THOMAS SUNDERLAND TRUSTEE
1.00 		12,000 21,457 0
5700 W 112TH STREET
OVERLAND PARK,KS66211
JENNIFER MAYHEW TRUSTEE
1.00 		12,000 0 0
5700 W 112TH STREET
OVERLAND PARK,KS66211
LEIGH FOSTER TRUSTEE
1.00 		12,000 0 0
5700 W 112TH STREET
OVERLAND PARK,KS66211
EMERY GOLSON TRUSTEE
1.00 		12,000 21,187 0
5700 W 112TH STREET
OVERLAND PARK,KS66211
MICHELLE BUCKNER TRUSTEE
1.00 		12,000 15,567 0
5700 W 112TH STREET
OVERLAND PARK,KS66211
RANDY VANCE PRESIDENT, COO
40.00 		443,477 79,088 0
5700 W 112TH STREET
OVERLAND PARK,KS66211
GRANT SUNDERLAND TRUSTEE
1.00 		0 0 0
5700 W 112TH STREET
OVERLAND PARK,KS66211
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
STEPHANIE JAMES GRANT ADMINISTRATOR
30.00 		76,539 5,893 0
5700 W 112TH STREET
OVERLAND PARK,KS66211
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
GOLDMAN SACHS INVESTMENT MANAGEMENT 1,908,767
609 MAIN STREET SUITE 2100
HOUSTON,TX77002
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
1,037,059,598
b
Average of monthly cash balances.......................
1b
45,907,015
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,082,966,613
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
1,082,966,613
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
16,244,499
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,066,722,114
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
53,336,106
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
53,336,106
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
820,482
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
820,482
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
52,515,624
4
Recoveries of amounts treated as qualifying distributions................
4
400,000
5
Add lines 3 and 4............................
5
52,915,624
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
52,915,624
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
219,256,685
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
219,256,685
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 52,915,624
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 17,273,151
b From 2019...... 80,497,020
c From 2020...... 119,541,777
d From 2021...... 113,094,655
e From 2022...... 153,743,802
f Total of lines 3a through e ........ 484,150,405
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 219,256,685
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 52,915,624
e Remaining amount distributed out of corpus 166,341,061
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 5 650,491,466
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		17,273,151
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		633,218,315
10 Analysis of line 9:
a Excess from 2019.... 80,497,020
b Excess from 2020.... 119,541,777
c Excess from 2021.... 113,094,655
d Excess from 2022.... 153,743,802
e Excess from 2023.... 166,341,061
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:
THE SUNDERLAND FOUNDATION
5700 W 112TH STREET SUITE 320
OVERLAND PARK,KS66211
(913) 335-6454
bThe form in which applications should be submitted and information and materials they should include:
SEE WEBSITE FOR REQUIRED MATERIALS AND INFORMATION.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GEOGRAPHIC LIMITATIONS APPLY. SEE WEBSITE
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

A TURNING POINT

1900 NE ENGLEWOOD RD
GLADSTONE,MO64118 		NONE PC RENOVATE SPACE TO CREATE THE INSTITUTE TRAINING PROGRAM 25,000

ABILITY KC

1020 E 12TH STREET
KANSAS CITY,MO64106 		NONE PC UPGRADE TECHNOLOGY INFRASTRUCTURE 250,000

AD HOC GROUP AGAINST CRIME

104 VIETNAM VETERANS MEMORIAL DR
KANSAS CITY,MO64111 		NONE PC CONSTRUCT NEW CENTER FOR JUSTICE & HEAL]NG 1,600,000

AGRICULTURE FUTURE OF AMERICA

11500 N AMBASSADOR DR 306
KANSAS CITY,MO64153 		NONE PC TECHNOLOGY & SYSTEM UPGRADES 200,000

AMALGAMATED FOUNDATION

1825 K STREET NW
WASHINGTON,DC20006 		NONE PC GRANT SUNDERLAND 2023 DAF FUNDING 3,000,000

AMALGAMATED FOUNDATION

1825 K STREET NW
WASHINGTON,DC20006 		NONE PC EMPOWERING ACTIVISM, HARNESING GENEROSITY & LEVERAGING TECHNOLOGY 300,000

AMERICAN CANCER SOCIETY KANSAS CITY METRO

1100 PENNSYLVANIA AVE
KANSAS CITY,MO64105 		NONE PC HOPE LODGE CAPITAL IMPROVEMENTS 1,000,000

AMERICAN ROYAL ASSOCIATIONS

1701 AMERICAN ROYAL COURT
KANSAS CITY,MO64102 		NONE PC ON THE RISE CAMPAIGN 5,000,000

AMETHYST PLACE INC

2735A TROOST AVE
KANSAS CITY,MO64109 		NONE PC FACILITY EXPANSIONS 2,000,000

ANGELS AMONG US

220 N 89TH ST 101
OMAHA,NE68114 		NONE PC CONSTRUCT HOPE CENTER FOR PEDIATRIC CANCER PATIENTS 30,000

ARBOR DAY FOUNDATION

211 NORTH 12TH ST
LINCOLN,NE68508 		NONE PC GLOBAL MISSION GALLERY & TRAIL TREAD PROJECT 1,500,000

ARKANSAS TECH UNIVERSITY FOUNDATION

1509 N BOULDER AVENUE ADM 209
RUSSELLVILLE,AR72801 		NONE PC CONSTRUCT STUDENT UNION FACILITY 350,000

ARTSKC REGIONAL ARTS CONUNCIL

106 SOUTHWEST BLVD
KANSAS CITY,MO64108 		NONE PC RENOVATE AND EXPAND OFFICE SPACE 75,000

BAYLOR UNIVERSITY

1311 S 5TH STREET
WACO,TX76706 		NONE PC RENOVATE & RESTORE TIDWELL BIBLE BUILDING 3,000,000

BELLEVUE UNIVERSITY

1000 GALVIN RD S
BELLEVUE,NE68005 		NONE PC CONSTRUCT TEACHER CENTER OF EXCELLENCE 360,000

BENEDICTINE COLLEGE

1020 N 2ND ST
ATCHISON,KS66002 		NONE PC CONSTRUCT NEW LIBRARY FACILITY 1,500,000

BETHEL NEIGHBORHOOD CENTER

14 S 7TH STREET
KANSAS CITY,KS66101 		NONE PC MULTI-PURPOSE ACTIVITY CENTER CONSTRUCTION PROJECT 200,000

BETTER TOGETHER PLAYGROUND

233 N STATE HIGHWAY Z
WILLARD,MO65781 		NONE PC CONSTRUCT INCLUSIVE PLAYGROUND 66,000

BIG BROTHERS BIG SISTERS OF KANSAS CITY

1709 WALNUT STREET
KANSAS CITY,MO64108 		NONE PC COMPLETE WATERPROOFING PROJECT 213,130

BOREALIS PHILANTHROPY

721 N 1ST STREET
MINNEAPOLIS,MN55403 		NONE PC GRANT TO FUND PROJECTS 1,000,000

BOY SCOUTS OF AMERICA-OZARK COUNCIL

1616 S EASTGATE AVE
SPRINGFIELD,MO65809 		NONE PC CAMP ARROWHEAD POOL AND STAFF SHOWER HOUSE UPGRADES 150,000

BOYS AND GIRLS CLUBS OF SKAGIT COUNTY

3302 CEDARDALE RD SUITE A-100
MOUNT VERNON,WA98274 		NONE PC CONSTUCT ANACORTES DISCOVERY EARLY LEARNING CENTER 100,000

BRIDGES TO HOPE

3107 S 6TH ST STE 107
LINCOLN,NE68502 		NONE PC PROVIDES BASIC HOUSEHOLD FURNITURE, CLOTHING, AND PERSONAL HYGIENE PRODUCTS 250,000

CAL RIPKEN SR FOUNDATION INC

1427 CLARKVIEW ROAD SUITE 100
BALTIMORE,MD21209 		NONE PC CONSTRUCT INCLUSIVE PLAYGROUND IN UNIVERSITY PLACE, WA 100,000

CASA FOR DOUGLAS COUNTY

2412 ST MARYS AVE
OMAHA,NE68105 		NONE PC OFFICE IMPROVEMENTS 25,000

CASCADE PUBLIC MEDIA

316 BROADWAY
SEATTLE,WA98122 		NONE PC NEW BUILDING FOR LOCAL PBS STATION 250,000

CATHOLIC CHARITIES OF KANSAS CITY STJOSEPH

4001 DR MARTIN LUTHER KING JR BLVD
250
KANSAS CITY,MO64130 		NONE PC RENOVATE SERVE AND LIFT FACILITY 1,250,000

CEDARS HOME FOR CHILDREN FOUNDATION INC

6601 PIONEERS BLVD 1
LINCOLN,NE68506 		NONE PC EXPAND EMERGENCY SHELTER 200,000

CENTER FOR DEVELOPMENTALLY DISABLED

9150 E 41ST TERRACE
KANSAS CITY,MO64133 		NONE PC CONSTRUCT HOUSING FOR DEVELOPMENTALLY DISABLED ADULTS 750,000

CENTER FOR PRACTICAL BIOETHICS

1111 MAIN STREET 500
KANSAS CITY,MO64105 		NONE PC AI INFRASTRUCTURE FRAMEWORK DEVELOPMENT 2023 175,000

CENTRAL KANSAS COMMUNITY FOUNDATION- ALL TOGETHER NOW FUND

415 N POPLAR ST
NEWTON,KS67114 		NONE PC SLATE CREEK INCLUSIVE PLAYGROUND 100,000

CHANUTE COMMUNITY FOUNDATION

PO BOX 558
CHANUTE,KS66720 		NONE PC SANTA FE PARK PLAYGROUND UPDATES 100,000

CHILD SAVING INSTITUTE INC

4545 DODGE ST
OMAHA,NE68132 		NONE PC EXPAND FACILITY FOR PROGRAMMING 500,000

CHILDREN'S HOME SOCIETY OF WASHINGTON

12360 LAKE CITY WAY NE STE 100
SEATTLE,WA98125 		NONE PC CONSTRUCT NORTH SEATTLE FAMILY RESOURCE CENTER 250,000

CHILDRENS MERCY HOSPITAL

10301 HICKMAN MILLS DR
KANSAS CITY,MO64137 		NONE PC CONSTRUCT PEDIATIRIC MENTAL HEALTH FACILITY 10,000,000

CHILDRENS MERCY HOSPITAL

10301 HICKMAN MILLS DR
KANSAS CITY,MO64137 		NONE PC 2023 SPONSOR OF FIRST TEE TOM WATSON GOLF TOURNAMENT 25,000

CHILDSTRIVE

14 E CASINO RD
EVERETT,WA98208 		NONE PC RENOVATE VILLAGE BUILDING 100,000

CHRISTIAN HOME ASSOCIATION CHILDRENS SQUARE USA

520 N 7TH S
COUNCIL BLUFFS,IA51503 		NONE PC PARKING LOT REPAIRS 30,000

CHRISTMAS IN OCTOBER

3261 ROANOKE ROAD
KANSAS CITY,MO64111 		NONE PC 2023 RAMPS AND RESTORATION PROJECT 35,000

CITY UNION MISSION

1100 EAST 11TH STREET
KANSAS CITY,MO64106 		NONE PC BUILDING AND FACILITY REPAIRS 350,000

CLIMA FUND

548 MARKET STREET SUITE 62831
SAN FRANCISCO,CA94104 		NONE PC 2023 SUPPORT FOR GRASSROOTS CLIMATE GROUPS 400,000

COMMUNITY HEALTH COUNCIL OF WYANDOTTE COUNTY INC

803 ARMSTRONG AVE
KANSAS CITY,KS66101 		NONE PC BUILDING RENOVATIONS 70,000

COMPREHENSIVE LIFE RESOURCES

1305 TACOMA AVE S STE 305
TACOMA,WA98402 		NONE PC RENOVATE INTEGRATED CARE CENTER 500,000

CORE INFLUENCER INSTITUTE

300 E 39TH STREET SUITE 1G
KANSAS CITY,MO64111 		NONE PC ENDING VIOLENCE CAMPAIGN 500,000

COSMOSPHERE

1100 N PLUM ST
HUTCHINSON,KS67501 		NONE PC GALLERY AND EXHIBIT UPDATES 1,000,000

COWLEY COLLEGE

125 S 2ND ST
ARKANSAS CITY,KS67005 		NONE PC CONSTRUCT NEW CAREER AND TECHNICAL EDUCATION CENTER 800,000

DOUGLAS COUNTY CASA INC

725 N 2ND ST STE M
LAWRENCE,KS66044 		NONE PC PURCHASE AND RENOVATE OFFICE SPACE 300,000

DOUGLAS COUNTY HISTORICAL SOCIETY

1047 MASSACHUSETTS ST
LAWRENCE,KS66044 		NONE PC HELP PRESERVE AND SHARE DOUGLAS COUNTY CULTURAL HERITAGE 122,009

DOWNTOWN KANSAS CITY CIVIC VENTURES

1000 WALNUT 200
KANSAS CITY,MO64106 		NONE PC LAUNCH KC SOCIAL VENTURE STUDIO 350,000

ECONOMIC CLUB OF KANSAS CITY

1 MEMORIAL DR
KANSAS CITY,MO64198 		NONE PC 2024 MEMBERSHIP 2,750

EISENHOWER FOUNDATION

200 S E 4TH ST
ABILENE,KS67401 		NONE PC CONSTRUCT IKE EDUCATION CENTER 1,000,000

EL CENTRO DE LA RAZA

2524 16TH AVE S
SEATTLE,WA98144 		NONE PC COLUMBIA CITY AFFORDABLE HOUSING PROJECT 250,000

EL MUSEO LATINO

4701 S 25TH ST
OMAHA,NE68107 		NONE PC RENOVATE AND EXPAND EL MUSEO LATINO MUSEUM 250,000

EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY

3318 92ND ST S
LAKEWOOD,WA98499 		NONE PC CONSTRUCT WAREHOUSE FOR LAKEWOOD CAMPUS 250,000

EMPORIA ARTS COUNCIL

815 COMMERCIAL ST
EMPORIA,KS66801 		NONE PC CONSTRUCT ART INNOVATION LAB AND UPDATE CLAY STUDIO 90,000

EMPORIA STATE UNIVERSITY

1 KELLOGG CIRCLE
EMPORIA,KS66801 		NONE PC CONSTRUCT NURSING AND STUDENT WELLNESS FACILITY 5,000,000

EPEC THE GROOMING PROJECT (PAWSPERITY GROOMING SCHOOL)

5805 TROOST AVE
KANSAS CITY,MO64110 		NONE PC FACILITY EXPANSIONS 300,000

FIDELITY CHARITABLE

100 CROSBY PARKWAY
COVINGTON,KY41015 		NONE PC FUND RANDY VANCE DAF FUND FOR 2023 150,000

FIRST NATIONS DEVELOPMENT INSTITUTE

2432 MAIN STREET
LONGMONT,CO80501 		NONE PC NATIVE LANGUAGE IMMERSION INITIATIVE 500,000

FOOD BANK FOR THE HEARTLAND

10525 J ST
OMAHA,NE68127 		NONE PC EXPAND FOOD BANK FACILITY 1,000,000

FOOTPRINTS INC

4501 TROOST AVENUE
KANSAS CITY,MO64110 		NONE PC CONSTRUCT HEROES HOME GATE VETERANS SHELTER 500,000

FREEDOM GATES BOYS RANCH

PO BOX 302
KIOWA,KS67070 		NONE PC CONSTRUCT CAMPUS CENTER BUILDING 50,000

FRIENDS OF ARROW ROCK INC

310 MAIN ST
ARROW ROCK,MO65320 		NONE PC BUILDING RESTORATION PROJECT 230,000

FRIENDS OF JOHNSON COUNTY DEVELOPMENTAL SUPPORTS

10501 LACKMAN ROAD
LENEXA,KS66219 		NONE PC 2023 SUPPORT FOR HOME RENOVATIONS AND REMODEL 198,000

FRIENDS UNIVERSITY

2100 W UNIV AVE
WICHITA,KS67213 		NONE PC CONSTRUCT MECHANICAL ENGINEERING AND VISUAL ARTS LAB 250,000

GAN CHABAD TORAH CENTER LNC - KC KOSHER MEALS ON WHEELS

6201 INDIAN CREEK DRIVE
OVERLAND PARK,KS66207 		NONE PC EXPAND FACILITY FOR MEALS ON WHEELS AND COMMUNITY PROGRAMMING 100,000

GATHERING TREE

2801 E DIVISION ST
SPRINGFIELD,MO65803 		NONE PC BUILD COMMUNITY CENTER AT EDEN VILLAGE 3 LOCATION 125,000

GENERATING INCOME FOR TOMORROW

5008 PROSPECT
KANSAS CITY,MO64130 		NONE PC PURCHASE AND RENOVATE OFFICE SPACE 500,000

GIRL SCOUTS DIAMONDS OF AR OK & TX

251 MADISON 8580
HUNSTSVILLE,AR72740 		NONE PC ROAD UPGRADES AT CAMP NOARK 25,000

GIRL SCOUTS SPIRIT OF NEBRASKA

2121 S 44TH ST
OMAHA,NE68105 		NONE PC CONSTRUCT DREAM LAB FOR TROOP USE 100,000

GOLDMAN SACHS PHILANTHROPY FUND ALBANY NY

200 WEST ST FL 15
NEW YORK CITY,NY10282 		NONE PC MAYHEW FAMILY FUND 2023 DAF PAYMENT 3,000,000

GOLDMAN SACHS PHILANTHROPY FUND ALBANY NY

200 WEST ST FL 15
NEW YORK CITY,NY10282 		NONE PC MICHELLE BUCKNER 2023 DAF FUNDING 2,000,000

GOLDMAN SACHS PHILANTHROPY FUND ALBANY NY

200 WEST ST FL 15
NEW YORK CITY,NY10282 		NONE PC MICHELLE BUCKNER FAMILY FUND 2023 DAF 1,000,000

GOLDMAN SACHS PHILANTHROPY FUND ALBANY NY

200 WEST ST FL 15
NEW YORK CITY,NY10282 		NONE PC 2023 DAF FOR FOSTER FAMILY FUND 3,000,000

GOOD SAMARITAN BOYS RANCH

420 E NORTON RD
SPRINGFIELD,MO65803 		NONE PC RESOURCE CENTER FOR YOUTH IN FOSTER CARE 48,700

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY BLVD 130
KANSAS CITY,MO64105 		NONE PC SUNDERLAND FAMILY FUND DAF (KENT SUNDERLAND) 2,000,000

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY BLVD 130
KANSAS CITY,MO64105 		NONE PC FUND CHARLES & ANGELA SUNDERLAND DAF 1,000,000

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY BOULEVARD 130
KANSAS CITY,MO64105 		NONE PC 2023 DONATION FOR HISPANIC FUND 100,000

GUADALUPE CENTER

1015 AVENIDA CESAR E CHAVEZ
KANSAS CITY,MO64108 		NONE PC FACILITY RENOVATIONS AND UPGRADES 1,000,000

GUADALUPE CLINIC INC

940 SOUTH ST FRANCIS
WICHITA,KS67211 		NONE PC HVAC REPLACEMENT 28,525

HABITAT FOR HUMANITY COUNCIL BLUFFS

1216 S MAIN STREET
COUNCIL BLUFFS,IA51503 		NONE PC CONSTRUCT 4 AFFORDABLE HOMES AND REPAIRS FOR 2024 150,000

HABITAT FOR HUMANITY OF OMAHA

1229 MILLWORK AVE SUITE 301
OMAHA,NE68102 		NONE PC BLUESTEM PRAIRIE HOME DEVELOPMENT 1,500,000

HABITAT FOR HUMANITY OF SPRINGFIELD MISSOURI INC

2410 S SCENIC AVE
SPRINGFIELD,MO65807 		NONE PC HOME CONSTRUCTION IN LEGACY TRAIL AREA 250,000

HARBOR HOUSE DBA HOSPICE HOUSE THE JOSIE HARPER RESIDENCE

7415 CEDAR ST
OMAHA,NE68124 		NONE PC RENOVATE JOSIE HARPER HOSPICE RESIDENCE 200,000

HASTINGS COLLEGE FOUNDATION

1001 N 6TH AVE
HASTINGS,NE68901 		NONE PC HURLEY MCDONALD HALL RENOVATION 225,000

HEART OF AMERICA SHAKESPEARE FESTIVAL

3732 MAIN STREET
KANSAS CITY,MO64111 		NONE PC 2023 PRODUCTION CONTRIBUTION 60,000

HEARTLAND FAMILY SERVICE

2101 S 42ND STREET
OMAHA,NE68105 		NONE PC RESURFACE BROADWAY PARKING LOT 40,000

HEARTSTRINGS COMMUNITY FOUNDATION

11599 S RIDGEVIEW RD
OLATHE,KS66061 		NONE PC RENOVATE BANK BUILDING SPACE 40,000

HELPING HANDS PROJECT ORGANIZATION

1314 26TH ST
EVERETT,WA98201 		NONE PC RENOVATE OUTPATIENT BEHAVIORAL HEALTH CLINIC 275,000

HIGHLAND COMMUNITY COLLEGE

606 WEST MAIN ST
HIGHLAND,KS66035 		NONE PC RENOVATE WELDING LAB AT ATCHISON TECH CENTER CAMPUS 150,000

HILLCREST PLATTE COUNTY

6501 N COSBY AVE
RIVERSIDE,MO64151 		NONE PC RENOVATE TRANSITIONAL HOUSING UNITS 35,000

HILLCREST TRANSITIONAL HOUSING

738 N 31 STREET
KANSAS CITY,MO66102 		NONE PC CAPITAL UPGRADES AND IMPROVEMENTS 750,000

HOPEWORKS SOCIAL ENTERPRISES

3331 BROADWAY
EVERETT,WA98201 		NONE PC CONSTRUCT CULINARY TRAINING ACADEMY 200,000

IMPACT ASSETS INC

4340 EAST WEST HIGHWAY SUITE 210
BETHESDA,MD20814 		NONE PC FUND 2023 DAF FOR EMERY GOLDSON TUMBLEWEED FUND 3,000,000

IMPACT ASSETS INC

4340 EAST WEST HIGHWAY SUITE 210
BETHESDA,MD20814 		NONE PC 2023 DAF FUNDS FOR THOMAS SUNDERLAND 526 FUND 3,000,000

INDEPENDENCE HISTORICAL MUSEUM INC (IHMAC)

123 N 8TH
INDEPENDENCE,KS67301 		NONE PC INTERIOR BUILDING RENOVATIONS 30,000

IOLA THEATRE ASSOCIATION

1935 SW PEMBROKE LN
TOPEKA,KS66604 		NONE PC THEATER MARQUEE AND LOBBY RENOVATIONS 300,000

JERUSALEM FARM

520 GARFIELD AVE
KANSAS CITY,MO64124 		NONE PC PURCHASE SOLAR POWER SYSTEMS FOR NE KANSAS CITY HOMEOWNERS 150,000

JEWISH FAMILY SERVICES

425 E 63RD ST
KANSAS CITY,MO64110 		NONE PC FACILITY IMPROVEMENTS AT BROOKSIDE LOCATION 200,000

JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION

12345 COLLEGE BOULEVARD
OVERLAND PARK,KS66210 		NONE PC 2023 SOME ENCHANTED EVENING SPONSOR 25,000

JOSLYN CASTLE TRUST INC

3902 DAVENPORT ST
OMAHA,NE68131 		NONE PC RENOVATE JOSLYN CONSERVATORY BUILDING 100,000

JOURNEY TO NEW LIFE

3120 TROOST AVE
KANSAS CITY,MO64109 		NONE PC RENOVATE 3120 TROOST, THE JOURNEY HOUSE AND PEACE HOUSE 150,000

JUSTICE FOR OUR NEIGHBORS- NEBRASKA

4223 CENTER ST
OMAHA,NE68105 		NONE PC RENOVATE AND REMODEL OFFICE HEADQUARTERS 500,000

KANBE'S MARKETS

3119 TERRACE ST
KANSAS CITY,MO64111 		NONE PC EXPAND FACILITY OPERATIONS 45,000

KANSAS 4-H FOUNDATION

1680 CHARLES PL
MANHATTAN,KS66502 		NONE PC EXPAND FACILITY FOR TENN LEADERSHIP PROGRAM AND STONEYBROOK VILLAGE RENOVATIONS 1,400,000

KANSAS CITY AVIATION MUSEUM

3350 GEORGE WASHINGTON BLVD
WICHITA,KS67210 		NONE PC RENOVATE SPACE FOR EDUCATIONAL CENTER 50,000

KANSAS CITY HOSPICE AND PALLATIVE CARE

9001 STATE LINE RD 300
KANSAS CITY,MO64114 		NONE PC FACILITY RENOVATIONS 650,000

KANSAS CITY KANSAS COMMUNITY COLLEGE

7250 STATE AVE
KANSAS CITY,KS66112 		NONE PC CONSTRUCTION OF DOWNTOWN COMMUNITY EDUCATION CENTER IN KCK 6,250,000

KANSAS CITY KANSAS COMMUNITY COLLEGE

7250 STATE AVE
KANSAS CITY,KS66112 		NONE PC CONSTRUCT DOWNTOWN KC KANSAS EDUCATION CENTER 3,500,000

KANSAS CITY PUBLIC TELEVISION

125 E 31ST STREET
KANSAS CITY,MO64108 		NONE PC TV STUDIO RENEVATIONS 825,000

KANSAS CITY REPERTORY THEATRE

4949 CHERRY ST
KANSAS CITY,MO64110 		NONE PC TECHNOLOGY, SOUND, AND LIGHT UPDATES 200,000

KANSAS CITY UNIVERSITY OF MEDICINE & BIOSCIENCES

1750 INDEPENDENCE AVE
KANSAS CITY,MO64106 		NONE PC ESTABLISH CENTER FOR POPULATION HEALTH AND EQUITY 5,000,000

KANSAS CITY YOUNG AUDIENCES

3732 MAIN STREET
KANSAS CITY,MO64111 		NONE PC HVAC REPLACEMENT 12,500

KANSAS ELKS TRAINING CENTER FOR THE HANDICAPPED INC

1006 E WATERMAN ST
WICHITA,KS67211 		NONE PC TECHNOLOGY UPGRADES 50,000

KANSAS FOOD BANK

1919 E DOUGLAS AVE
WICHITA,KS67211 		NONE PC EXPAND WAREHOUSE FACILITIES 2,000,000

KANSAS PUBLIC TELECOMMUNICATIONS SERVICE INC

8710 E 32ND ST N
WICHITA,KS67226 		NONE PC PURCHASE NEW TRANSMITTER AND SERVERS 200,000

KC BLIND ALL-STARS FOUNDATION

1100 STATE AVENUE
KANSAS CITY,KS66102 		NONE PC RESURFACE TRACK AT KANSAS STATE SCHOOL FOR THE BLIND 58,449

KC PEOPLE'S FUND

1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		NONE PF FUND OPERATING EXPENSES FOR NEW FOUNDATION SET UP 250,000

KEARNEY ENRICHMENT COUNCIL

106 S JEFFERSON ST
KEARNEY,MO64060 		NONE PC SPARK ACADEMY RENOVATIONS 178,357

KIWANIS FOUNDATION OF SPRINGFIELD SOUTH

2705 S LUSTER AVE
SPRINGFIELD,MO64804 		NONE PC BUILD INCLUSIVE PLAYGROUND AT MILLER PARK 100,000

LAFAYETTE HOUSE

1809 S CONNOR AVE
JOPLIN,MO64804 		NONE PC RENOVATE RESTROOMS 93,000

LAHAI HEALTH

19820 SCRIBER LAKE RD SUITE 2
LYNNWOOD,WA98036 		NONE PC HALLER LAKE CLINIC EXPANSION 30,000

LAKEMARY CENTER

100 LAKEMARY DR
PAOLA,KS66071 		NONE PC CONSTRUCT 40 BED PSYCHIATRIC RESIDENTAL TREATMENT CENTER 5,000,000

LAURITZEN GARDENS

100 BANCROFT ST
OMAHA,NE68108 		NONE PC BUILD CHILDRENS GARDEN AND HORTICULTURE COMPLEX 250,000

LAWRENCE HABITAT FOR HUMANITY

720 CONNECTICUT STREET
LAWRENCE,KS66044 		NONE PC FUND CRITICAL HOME REPAIRS 80,000

LEGAL AID OF WESTERN MISSOURI

4001 DR MARTIN LUTHER KING JR BLVD
SUITE 300
KANSAS CITY,MO64130 		NONE PC IVANHOE NEIGHBORHOOD IMPACT PROJECT 226,763

LIBERTY CENTER ASSOCIATION FOR THE ARTS

111 WEST 5TH ST
SEDALIA,MO65301 		NONE PC RENOVATE HAYDEN LIBERTY CENTER THEATRE 200,000

LIBERTY HOSPITAL FOUNDATION

2525 GLENN HENDREN DR
LIBERTY,MO64068 		NONE PC UPDATES TO TREEHOUSE RESTORATIVE RESIDENCE 495,000

LIBERTY MEMORIAL ASSOCIATION

2 MEMORIAL DRIVE
KANSAS CITY,MO64108 		NONE PC MUSEUM UPDATES AND RENOVATION 3,000,000

LIBERTY MEMORIAL ASSOCIATION

2 MEMORIAL DRIVE
KANSAS CITY,MO64108 		NONE PC 2023 NIGHT AT TOWER SPONSOR 15,000

LILYS HOUSE

104 N KENTUCKY ST
ADRIAN,MO64720 		NONE PC CREATE TRANSITIONAL HOUSING 75,000

LINCOLN CHILDRENS MUSEUM

1420 P ST
LINCOLN,NE68508 		NONE PC CLIMBER PROJECT 100,000

LINCOLN LITERACY COUNCIL

1023 LINCOLN MALL 104
LINCOLN,NE68508 		NONE PC PURCHASE AND RENOVATE BUILDING 100,000

LITTLE BIT THERAPEUTIC RIDING CENTER

18675 NE 106TH ST
REDMOND,WA98052 		NONE PC RENOVATE CARETAKER HOME 50,000

LYRIC OPERA OF KANSAS CITY

1725 HOLMES ST
KANSAS CITY,MO64108 		NONE PC FACILITY UPGRADES AND SET CONSTRUCTION 400,000

MATT TALBOT KITCHEN AND OUTREACH INC

2121 N 27TH ST
LINCOLN,NE68503 		NONE PC FACILITY EXPANSION PLUS GARAGE CONSTRUCTION 100,000

MCPHERSON HOUSING COALITION

1826 14TH AVENUE
MCPHERSON,KS67460 		NONE PC OAK HARBOR EMERGENCY SHELTER 25,000

MD ANDERSON CANCER CENTER

1515 HOLOCOMBE BLVD
HOUSTON,TX77030 		NONE PC CLL SURVIVORSHIP PROGRAM 250,000

METROPOLITAN COMMUNITY COLLEGE FOUNDATION

3200 BROADWAY BLVD
KANSAS CITY,MO64111 		NONE PC CONSTRUCT AUTOMOTIVE INSTITUTE AT LONGVIEW CAMPUS 5,000,000

METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT

3100 BROADWAY STE 400
KANSAS CITY,MO64111 		NONE PC RENOVATE SPACE FOR PERMANENT HOME FOR SEXUAL VIOLENCE SURVIVORS 4,500,000

MIDAMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION

600 BROADWAY BLVD SUITE 200
KANSAS CITY,MO64105 		NONE PC ENERGY CONSERVATION NETWORK 400,000

MIDLAND CARE

200 SW FRAZIER CIR
TOPEKA,KS66606 		NONE PC CONSTRUCT FACILITY FOR JOHNSON COUNTY PACE PROGRAM 1,500,000

MORNING GLORY MINISTRIES

1112 BROADWAY BLVD
KANSAS CITY,MO64105 		NONE PC RENOVATE COMMUNITY SERVICE BUILDING 300,000

MORRILL PUBLIC LIBRARY

431 OREGAN ST
HIAWATHA,KS66434 		NONE PC UPDATE LIBRARY ELEVATOR 32,000

MOTHERS REFUGE

3721 SOUTH DELRIDGE ROAD
INDEPENDENCE,MO64052 		NONE PC RENOVATE NEW FACILITY FOR PROGRAM EXPANSION 1,500,000

MOUNT MITCHELL PRAIRIE GUARDS INC

29377 MITCHELL PRAIRIE LN
WAMEGO,KS66547 		NONE PC BUILD NEW INTERPRETIVE CENTER 25,000

MUSIC THEATER HERITAGE INC

2450 GRAND BLVD SUITE 301
KANSAS CITY,MO64108 		NONE PC LOBBY ENCLOSURE & REHEARSAL HALL RENOVATIONS 60,000

MUSICARTS INSTITUTE

1010 S PEARL ST
INDEPENDENCE,MO64050 		NONE PC BUILDING RENOVATIONS 60,000

NEBRASKA CHILDRENS HOME SOCIETY INC

4939 SOUTH 118TH STREET
OMAHA,NE68137 		NONE PC BUILDING AND INFRASTRUCTURE UPDATES 90,000

NEBRASKA CITY VETERANS MEMORIAL BUILDING PROJECT

810 1ST CORSO
NEBRASKA CITY,NE68410 		NONE PC FACILITY RENOVATIONS STAGE, AUDITORIUM, AND KITCHEN 100,000

NEIGHBORHOOD LEGAL SUPPORT OF KANSAS CITY

815 W 53RD TERRACE
KANSAS CITY,MO64112 		NONE PC PROVIDE LEGAL ASSISTANCE AND OTHER SUPPORT TO EMPOWER URBAN CORE NEIGHBORHOODS 495,500

NEIGHBORWORKS LINCOLN

2530 Q STREET
LINCOLN,NE68503 		NONE PC 2023 REHAB FUNDS FOR 30-35 PROPERTIES 300,000

NEWMAN UNIVERSITY

3100 MCCORMICK ST
WICHITA,KS67213 		NONE PC CONSTRUCT STUDENT SUCCESS AND WELCOME CENTER 350,000

NEWTON COMMUNITY & HEALTHCARE FOUNDATION

PO BOX 548
NEWTON,KS67114 		NONE PC CONSTRUCT BEHAVIORAL HEALTH ADDITION IN ER 500,000

NORTH CENTRAL MISSOURI COLLEGE FOUNDATION INC

1301 MAIN ST
TRENTON,MO64683 		NONE PC CONSTRUCT NEW STUDENT CENTER 1,500,000

NORTH CENTRAL MISSOURI COLLEGE FOUNDATION INC

1301 MAIN ST
TRENTON,MO64683 		NONE PC CONSTRUCT NURSING & HEALTH EDUCATION BUILDING IN SAVANNAH, MO 1,000,000

NORTHLAND SHEPHERD'S CENTER

5601 NE ANTIOCH RD 12
GLADSTONE,MO64119 		NONE PC RENOVATE OFFICE SPACE 50,000

OMAHA CHILDRENS MUSEUM

500 S 20TH ST
OMAHA,NE68102 		NONE PC FACILITY UPDATES 68,000

OMAHA PERFORMING ARTS

1200 DOUGLAS ST
OMAHA,NE68102 		NONE PC CONSTRUCT CENTER FOR ARTS ENGAGEMENT 1,000,000

OTTAWA UNIVERSITY

1001 S CEDAR ST
OTTAWA,KS66067 		NONE PC CONSTRUCT SKILL AND SIMULATION LAB FOR NURSING STUDENTS 400,000

PACIFIC LUTHERAN UNIVERSITY

12180 PARK AVENUE S
TACOMA,WA98447 		NONE PC SCIENCE EDUCATION FACILITY RENOVATIONS 1,000,000

PATHWAY TO HOPE INC

2410 E SANTA FE ST
OLATHE,KS66062 		NONE PC FACILITY EXPANSION 139,500

PEASLEE TECH

2920 HASKELL AVE STE 100
LAWRENCE,KS66046 		NONE PC CONSTRUCT SOLAR ENERGY EDUCATION LAB 75,000

PERIGEE FUND

1601 5TH AVE SUITE 1900
SEATTLE,WA98101 		NONE PC MENTAL HEALTH PRACTICES FOR MATERNAL AND INFANT WELL BEING 250,000

PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW STE 550 S
WASHINGTON DC,DC20036 		NONE PC 2023 ANNUAL MEMBERSHIP FEE 6,000

PLATTE SENIOR SERVICES INC

11724 NW PLAZA CIR
KANSAS CITY,MO64153 		NONE PC RENOVATE NEW SPACE FOR SENIOR CENTER AND MEALS ON WHEELS PROGRAM 30,000

POLK COUNTY LIBRARY

1690 W BROADWAY ST
BOLIVAR,MO65613 		NONE PC IMPROVEMENTS TO RAYL FAMILY LIBRARY IN BOLIVAR, MISSOURI 250,000

POTTAWATTAMIE COUNTY DEVELOPMENT CORPORATION

1228 S MAIN ST
COUNCIL BLUFFS,IA51503 		NONE PC SCOTT STREET BUILDING RENOVATION 200,000

PROJECT HARMONY

11949 Q ST
OMAHA,NE68137 		NONE PC BUILDING RENOVATIONS 250,000

RABBLE MILL

1111 N 13TH ST SUITE 407
OMAHA,NE68102 		NONE PC RENOVATE THE BAY OMAHA YOUTH CENTER 100,000

RAINBOWS UNITED INC

3223 OLIVER
WICHITA,KS67220 		NONE PC CONSTRUCT SPECIAL NEEDS PLAYGROUND 25,000

RAPHA HOUSE INTERNATIONAL INC

712 S MAIN ST
JOPLIN,MO64801 		NONE PC EXPAND AND RENOVATE NEW FACILITY 100,000

REDISCOVER

1555 NE RICE RD
LEES SUMMIT,MO64086 		NONE PC CONSTRUCT NEW YOUTH BEHAVIORAL HEALTH URGENT CARE CLINIC 1,000,000

RESTART INC

918 E 9TH ST
KANSAS CITY,MO64106 		NONE PC REPLACE HVAC 66,000

RONALD MCDONALD HOUSE CHARITIES- KANSAS CITY

2525 CHERRY ST
KANSAS CITY,MO64108 		NONE PC EXPAND RONALD MCDONALD ROOM INSIDE CHILDREN'S MERCY HOSPITAL 1,000,000

ROSE BROOKS CENTER

PO BOX 320599
KANSAS CITY,MO64132 		NONE PC SECURITY AND TECHNOLOGY UPGRADES 750,000

ROTARY CLUB YOUTH CAMP

22310 NE COLBERN RD
LEES SUMMIT,MO64086 		NONE PC RENOVATE FACILITY MANAGER RESIDENCE 300,000

RVC SEATTLE DBA RENTON INNOVATION ZONE PARTNERSHIP

3407 NE 2ND ST
RENTON,WA98056 		NONE PC SKYWAY RESOURCE CENTER RENOVATION 200,000

SALINA AREA TECHNICAL COLLEGE

2562 CENTENNIAL RD
SALINA,KS67401 		NONE PC BUILD CLASSROOM, LAB, AND SHOP FOR INDUSTRIAL MAINTENANCE AND AUTOMATION PROGRAM 400,000

SALVATION ARMY - KANSAS CITY

6723 STATE AVENUE
KANSAS CITY,MO66102 		NONE PC RED KETTLE MATCH, FEEDING PROGRAMS, & $20 BILL CHALLENGE 150,000

SAMUEL U RODGERS HEALTH CENTER

825 EUCLID AVE
KANSAS CITY,MO64124 		NONE PC CONSTRUCT PEDIATIRIC WING EXPANSION 3,000,000

SANTA MONICA HOUSE

130 N 39TH ST
OMAHA,NE68131 		NONE PC TRANSITIONAL LIVING RENOVATIONS 50,000

SEATTLE FOUNDATION

1601 5TH AVE 1900
SEATTLE,WA98101 		NONE PC 2023 PAYMENT FOR INCLUSIVE RECOVERY FUND 1,000,000

SEATTLE FOUNDATION

1601 5TH AVE 1900
SEATTLE,WA98101 		NONE PC BILL SUNDERLAND SUNDERLAND FUND NORTHWEST DAF 1,000,000

SEATTLE FOUNDATION

1601 5TH AVE 1900
SEATTLE,WA98101 		NONE PC BILL SUNDERLAND 2023 DAF TO SUNDERLAND FUND NORTHWEST 2,000,000

SEATTLE REPERTORY THEATRE

155 MERCER ST
SEATTLE,WA98109 		NONE PC FACILITY UPGRADES AND RENOVATIONS 200,000

SECOND HARVEST COMMUNITY FOODBANK

915 DOUGLAS ST
ST JOSEPH,MO64506 		NONE PC COLD STORAGE AND HIGH DOCK EXPANSION 350,000

SERENITY HOUSE OF CLALLAM COUNTY

PO BOX 4047
PORT ANGELES,WA98363 		NONE PC REPLACE ROOF ON SERENITY THRIFT STORE 50,000

SEVENTY FIVE NORTH REVITALIZATION CORPORATION

2112 N 30TH ST 200
OMAHA,NE68111 		NONE PC HIGHLANDER GREENHOUSE REMODEL 200,000

SHELTER KC

1520 CHERRY ST
KANSAS CITY,MO64108 		NONE PC RENOVATE MENS CENTER AND FACILITY EXPANSION 2,000,000

SIMPLE FOUNDATION

3003 Q ST
OMAHA,NE68107 		NONE PC HVAC REPLACEMENT 125,000

SISTERS IN CHRIST

6317 EVANSTON AVE
RAYTOWN,MO64133 		NONE PC RENOVATE SPACE FOR RECOVERY HOUSING 50,000

SNOHOMISH COUNTY COUNCIL OF THE SOCIETY OF ST VINCENT DE PAUL

6424 BROADWAY
EVERETT,WA98203 		NONE PC UPDATES AT MONROE RESOURCE CENTER & THRIFT STORE 40,000

SWOPE HEALTH SERVICES

3801 BLUE PARKWAY
KANSAS CITY,MO64130 		NONE PC KCK COMMUNITY HEALTH AND WELLNESS CENTER 2,500,000

SWOPE HEALTH SERVICES

3801 BLUE PARKWAY
KANSAS CITY,MO64130 		NONE PC CONSTRUCT CLINIC IN KCK COMMUNITY COLLEGE DOWNTOWN COMMUNITY EDUCATION CENTER 1,250,000

SYNERGY SERVICES

400 E 6 ST
PARKVILLE,WA64152 		NONE PC FOREST HILL VILLAGE TRANSITIONAL HOUSING PROJECT 2,000,000

THE GLOBAL ORPHAN PROJECT INC

3161 WYANDOTTE STREET
KANSAS CITY,MO64111 		NONE PC HOME OFFICE CAPITAL IMPROVEMENTS 60,000

THE GOLDEN SCOOP LLC

9540 NALL AVE
OVERLAND PARK,KS66207 		NONE PC EXPAND PROGRAM WITH NEW OVERLAND PARK LOCATION 200,000

THE HUB ARGENTINE INC

3730 METROPOLITAN AVE
KANSAS CITY,KS66106 		NONE PC COMMUNITY CENTER EXPANSION AND RENOVATION 150,000

THE MUSEUM OF FLIGHT

9404 E MARGINAL WAY SOUTH
SEATTLE,WA98108 		NONE PC UPGRADE THREE SERVICE ELEVATORS 370,000

THE NATURE CONSERVANCY ARKANSAS

601 N UNIVERSITY AVE 2
LITTLE ROCK,AR72205 		NONE PC RENOVATE KINGS RIVER DECK HOUSE 75,000

THE NEW HOPE CENTER KC

4300 INDEPENENCE AVE
KANSAS CITY,MO64124 		NONE PC SECURITY UPDATES 81,000

THE SOLUTIONS PROJECT

4096 PIEDMONT AVE 728
OAKLAND,CA94611 		NONE PC OPERATING SUPPORT 1,000,000

TNC COMMUNITY

12404 E US HWY 40
INDEPENDENCE,MO64055 		NONE PC RENOVATE NEW HEADQUARTERS SPACE 150,000

TRI-COUNTY FOUNDATION INC

3100 NE 83RD ST STE 1001
KANSAS CITY,MO64119 		NONE PC RENOVATE NORTHLAND HUMAN SERVICES BUILDING 125,000

TRUE LIGHT FAMILY RESOURCE CENTER

712 E 31ST ST
KANSAS CITY,MO64109 		NONE PC RENOVATE FAMILY RESOURCE CENTER 149,976

TRUMAN HEARTLAND COMMUNITY FOUNDATION

4200 LITTLE BLUE PKWY 340
INDEPENDENCE,MO64057 		NONE PC CONSTRUCT INCLUSIVE PLAYGROUND AT HARRISONVILLE KIWANIS CLUB 130,305

TRUMAN MEDICAL CENTER FOUNDATION

2310 HOLMES STREET
KANSAS CITY,MO64108 		NONE PC CONSTRUCT CENTER FOR RECOVERY & WELLNESS 2,000,000

TRUMAN MEDICAL CENTER FOUNDATION

2310 HOLMES STREET
KANSAS CITY,MO64108 		NONE PC FINAL PAYMENT FOR NICU CONSTRUCTION 2,000,000

TRUST NEIGHBORHOODS

1737 WALNUT ST SUITE C
KANSAS CITY,MO64108 		NONE PC NORTHEAST NEIGHBORHOOD HOUSING 2,000,000

UNITED WAY OF GREATER KANSAS CITY

801 W 47TH STREET
KANSAS CITY,MO64112 		NONE PC COMMUNITY CARE FUND 2,000,000

UNITED WAY OF KING COUNTY

720 2ND AVE
SEATTLE,WA98104 		NONE PC 2023 COMMUNITY PROJECT SUPPORT 1,000,000

UNITED WAY OF PIERCE COUNTY

1501 PACIFIC AVE 400
TACOMA,WA98402 		NONE PC 2023 COMMUNITY PROGRAM SUPPORT 200,000

UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION

1981 CONSTANT AVENUE
LAWRENCE,KS66047 		NONE PC 2023 DONATION CANCER CENTER CONSTRUCTION 25,000,000

UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION

1981 CONSTANT AVENUE
LAWRENCE,KS66047 		NONE PC ECONOMIC DEVELOPMENT PROPERTY GOALS 3,795,783

UNIVERSITY OF MISSOURI KANSAS CITY - FOUNDATION

5115 OAK STREET 202
KANSAS CITY,MO64112 		NONE PC CONSTRUCTION HEALTH BUILDING PAYMENT #2 10,000,000

UNIVERSITY OF MISSOURI KANSAS CITY - FOUNDATION

5115 OAK STREET 202
KANSAS CITY,MO64112 		NONE PC BUILD NEW HOME FOR THE KCUR RADIO STATION 5,000,000

UNIVERSITY OF ST MARY

4100 S 4TH ST
LEAVENWORTH,KS66048 		NONE PC CONSTRUCT NEW RESIDENCE HALL 500,000

UNIVERSITY OF WASHINGTON FOUNDATION

4333 BROOKLYN AVENUE NE
SEATTLE,WA98105 		NONE PC FINAL PAYMENT FOR HARING CENTER 10,000,000

VINE MAPLE PLACE

21730 DORRE DON WAY SE
MAPLE VALLEY,WA98038 		NONE PC REMODEL BUILDING FOR EXPANSION OF COUNSELING SERVICES 50,000

WASHBURN UNIVERSITY FOUNDATION

1729 SW MACVICAR AVE
TOPEKA,KS66604 		NONE PC RENOVATE HENDERSON LEARNING CENTER BUILDING 1,000,000

WELCOME HOUSE INC

1414 E 27TH STREET
KANSAS CITY,MO64108 		NONE PC RECOVERY FOR LIFE CAPITAL CAMPAIGN 850,000

WELLBEING INITIATIVE INC

5530 O ST 2
LINCOLN,NE68510 		NONE PC EAST WING SPACE RENOVATION 40,000

WEST CENTRAL MISSOURI COMMUNITY ACTION AGENCY

112 W 4TH ST
APPLETON CITY,MO64724 		NONE PC PARKING LOT UPDATES AT LISTON CENTER 100,000

WONDERSCOPE

433 E RED BRIDGE ROAD
KANSAS CITY,MO64131 		NONE PC BUILDING UPGRADES AND REPAIRS 26,971

WORNALL MAJORS HOUSE MUSEUMS

6115 WORNALL ROAD
KANSAS CITY,MO64113 		NONE PC UPDATESS TO ALEXANDER MAJORS BARN 30,000

YOUTH EMERGENCY SERVICES

2566 FARNAM ST
OMAHA,NE68131 		NONE PC HOUSING CAMPUS PROJECT CONSTRUCTION 1,500,000

YOUTH VOLUNTEER CORPS OF GREATER KANSAS CITY

1025 JEFFERSON STREET
KANSAS CITY,MO64105 		NONE PC CONSTRUCTION AND STEM RELATED PROJECTS IN YVC NETWORK 333,333
Total .................................right arrow 3a 218,342,551
bApproved for future payment

AMALGAMATED FOUNDATION
1825 K STREET NW
WASHINGTON,DC20006 		NONE PC SUPPORT HOUSES FUND 300,000

BOREALIS PHILANTHROPY
721 N 1ST STREET
MINNEAPOLIS,MN55403 		NONE PC GENERAL AND OPERATING SUPPORT 1,000,000

CHILDRENS MERCY HOSPITAL
10301 HICKMAN MILLS DR
KANSAS CITY,MO64137 		NONE PC CONSTRUCT PEDIATRIC MENTAL HEALTH FACILITY 40,000,000

CLIMA FUND
548 MARKET STREET SUITE 62831
SAN FRANCISCO,CA94104 		NONE PC FUND GRASSROOTS CLIMATE GROUPS 400,000

CORE INFLUENCER INSTITUTE
300 E 39TH STREET SUITE 1G
KANSAS CITY,MO64111 		NONE PC ENDING VIOLENCE CAMPAIGN 1,000,000

FIRST NATIONS DEVELOPMENT INSTITUTE
2432 MAIN STREET
LONGMONT,CO80501 		NONE PC NATIVE LANGUAGE IMMERSION INITIATIVE 500,000

GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAY BLVD 130
KANSAS CITY,MO64105 		NONE PC FUND HISPANIC DEVELOPMENT 100,000

KANBE'S MARKETS
3119 TERRACE ST
KANSAS CITY,MO64111 		NONE PC EXPAND FACILITY OPERATIONS 955,000

MD ANDERSON CANCER CENTER
1515 HOLOCOMBE BLVD
HOUSTON,TX77030 		NONE PC EXPAND SURVIVORSHIP CLINIC 250,000

PERIGEE FUND
1601 5TH AVE SUITE 1900
SEATTLE,WA98101 		NONE PC SUPPORT MENTAL WELLNESS PROGRAMS FOR MOTHERS AND INFANTS 250,000

SEATTLE FOUNDATION
1601 5TH AVE 1900
SEATTLE,WA98101 		NONE PC FUND FOR INCLUSIVE ENERGY 1,000,000

THE SOLUTIONS PROJECT
4096 PIEDMONT AVE 728
OAKLAND,CA94611 		NONE PC OPERATING SUPPORT 1,000,000

UNITED WAY OF GREATER KANSAS CITY
801 W 47TH STREET
KANSAS CITY,MO64112 		NONE PC COMMUNITY FUND SUPPORT 6,000,000

UNITED WAY OF KING COUNTY
720 2ND AVE
SEATTLE,WA98104 		NONE PC COMMUNITY PROJECT SUPPORT 1,000,000

UNITED WAY OF PIERCE COUNTY
1501 PACIFIC AVE 400
TACOMA,WA98402 		NONE PC COMMUNITY PROGRAM SUPPORT 200,000

UNIVERSITY OF KANSAS MEDICAL CENTER
1981 CONSTANT AVENUE
LAWRENCE,KS66047 		NONE PC KU CANCER CENTER CONSTRUCTION 50,000,000

UNIVERSITY OF MISSOURI KANSAS CITY - FOUNDATION
5115 OAK STREET 202
KANSAS CITY,MO64112 		NONE PC CONSTRUCTION OF NEW HEALTH BUILDING 10,000,000

YOUTH VOLUNTEER CORPS OF GREATER KANSAS CITY
1025 JEFFERSON STREET
KANSAS CITY,MO64105 		NONE PC CONSTRUCTION AND STEM RELATED PROJECTS IN YVC NETWORK 666,666
Total ................................. right arrow 3b 114,621,666
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 23,323,440  
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 34,273,998  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSETTLEMENT/CLASS ACTION/LAWSUIT PROCEEDS 		    01 689  
bRETURNED DONATION     01   400,000
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 57,598,127 400,000
13Total. Add line 12, columns (b), (d), and (e)..................
13
57,998,127
(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.)
1 RETURNED DONATIONS
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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with the preparer shown below?
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Form 990-PF (2023)
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,000 3,500   3,500

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

TY 2023 ExpenditureResponsibilityStmt
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
KC PEOPLE'S FUND
  		1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		2023-10-18 250,000 GENERAL OPERATIONS AND SUPPORT. 123,689 NONE 02/08/2024 2024-02-08  

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Statement:
FOUNDATION IS EXEMPT FROM FILING WITH THE KANSAS ATTORNEY GENERAL UNDER THE KANSAS REGULATIONS.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Name of Bond End of Year Book Value End of Year Fair Market Value
AERCAP IRELAND CAPITAL DESIGNA 3.3% 01/30/2032 USD SR 885,080 885,080
AERCAP IRELAND CAPITAL DESIGNA 3.4% 10/29/2033 USD SR 1,770,548 1,770,548
AGILENT TECHNOLOGIES INC 2.1% 06/04/2030 USD SR LIEN 1,987,787 1,987,787
AIR LEASE CORPORATION 5.85% 12/15/2027 USD SR LIEN 864,578 864,578
AMERICAN TOWER CORPORATION 1.5% 01/31/2028 USD SR 2,264,867 2,264,867
APPLE INC. 3.2% 05/11/2027 USD SR LIEN 2,918,143 2,918,143
AUTOMATIC DATA PROCESSING, INC 1.25% 09/01/2030 USD 2,521,678 2,521,678
AVALONBAY COMMUNITIES, INC. MTN 3.45% 06/01/2025 2,625,927 2,625,927
B.A.T. CAPITAL CORPORATION 3.222% 08/15/2024 USD SR LIEN 1,643,156 1,643,156
B.A.T. CAPITAL CORPORATION 4.7% 04/02/2027 USD SR LIEN 1,797,784 1,797,784
BANCO SANTANDER, S.A. 2.749% 12/03/2030 USD SUB LIEN 2,836,988 2,836,988
BANK OF AMERICA CORPORATION HYBRID MTN 06/19/2026 1,412,715 1,412,715
BANK OF AMERICA CORPORATION HYBRID MTN 07/23/2029 3,610,450 3,610,450
BANK OF MONTREAL HYBRID MTN 01/22/2027 USD SR LIEN 739,284 739,284
BB&T CORPORATION MTN 2.85% 10/26/2024 USD SR LIEN 393,334 393,334
BOEING COMPANY (THE) 2.196% 02/04/2026 USD SR LIEN 1,795,761 1,795,761
BP CAP MARKETS AMERICA 3.41% 02/11/2026 USD SR LIEN 1,983,012 1,983,012
BP CAP MARKETS AMERICA 3.543% 04/06/2027 USD SR LIEN 313,020 313,020
BP CAPITAL MARKETS P.L.C. 3.279% 09/19/2027 USD SR LIEN 2,417,940 2,417,940
BRISTOL-MYERS SQUIBB COMPANY 3.9% 02/20/2028 USD 1,495,480 1,495,480
CANADIAN IMPERIAL BANK OF COMM 2.25% 01/28/2025 USD 845,618 845,618
CAPITAL ONE FINANCIAL CORPORAT HYBRID 05/10/2033 USD 881,494 881,494
CHEVRON USA INC 3.85% 01/15/2028 USD SR LIEN 3,128,231 3,128,231
CITIGROUP INC. HYBRID 07/24/2028 USD SR LIEN 218,184 218,184
CITIGROUP INC. HYBRID 11/05/2030 USD SR LIEN 918,512 918,512
COMCAST CORP 4.25% 10/15/2030 USD SR LIEN 608,563 608,563
COMCAST CORPORATION 3.375% 08/15/2025 USD SR LIEN 3,030,563 3,030,563
COSTCO WHOLESALE CORP 1.75% 04/20/2032 USD SR LIEN 2,103,750 2,103,750
COSTCO WHOLESALE CORP 2.75% 05/18/2024 SR LIEN NEXT 397,154 397,154
CROWN CASTLE INTL CORP 1.35% 07/15/2025 USD SR LIEN 1,638,379 1,638,379
CVS HEALTH CORPORATION 3.625% 04/01/2027 USD SR LIEN 713,540 713,540
DISCOVER BANK HYBRID 08/09/2028 USD SER BKNT SUB LIEN 1,471,221 1,471,221
DTE ELECTRIC COMPANY 2.625% 03/01/2031 USD SER C SR LIEN 1,830,879 1,830,879
DUKE ENERGY PROGRESS, LLC 2.0% 08/15/2031 USD SR LIEN 2,460,750 2,460,750
EATON VANCE INCOME FUND OF BOSTON 32,926,160 32,926,160
EOG RESOURCES, INC. 3.9% 04/01/2035 USD SR LIEN 1,267,806 1,267,806
ESTEE LAUDER CO INC 2.375% 12/01/2029 USD SR LIEN 1,835,668 1,835,668
FEDERAL HOME LOAN BANK SYSTEM 3.0% 09/11/2026 SER 8,189,402 8,189,402
FEDERATED HERMES HIGH YIELD BOND FUND 33,074,723 33,074,723
FHLB 3.25% 11/16/2028 3,009,518 3,009,518
GENERAL MOTORS CO 4.2% 10/01/2027 USD SR LIEN 200,440 200,440
GILEAD SCIENCES INC. 4.6% 09/01/2035 USD SR LIEN NEXT 2,942,278 2,942,278
GOLDMAN SACHS BANK USA DEPOSIT 185,933 185,933
GS FINANCIAL SQUARE GOVERNMENT FUND 2,957,939 2,957,939
HORMEL FOODS CORP 1.7% 06/03/2028 USD SR LIEN 800,747 800,747
HSBC HOLDINGS PLC HYBRID 06/19/2029 USD SR LIEN CPN 2,007,402 2,007,402
IBM CORPORATION 3.625% 02/12/2024 404,623 404,623
ING GROEP N.V. 4.05% 04/09/2029 USD SR LIEN 975,285 975,285
JOHNSON & JOHNSON 4.375% 12/05/2033 USD SR LIEN 4,551,575 4,551,575
JPMORGAN CHASE & CO. HYBRID 02/01/2028 USD SR LIEN 1,287,898 1,287,898
JPMORGAN CHASE & CO. HYBRID 10/15/2030 USD SR LIEN 3,753,195 3,753,195
KLA-TENCOR CORPORATION 4.65% 11/01/2024 USD SR LIEN 755,372 755,372
KROGER CO 4.5% 01/15/2029 USD SR LIEN 2,436,528 2,436,528
LABORATORY CORPORATION OF AMER 2.3% 12/01/2024 USD 2,874,470 2,874,470
LOCKHEED MARTIN CORPORATION 3.6% 03/01/2035 USD SR 1,522,249 1,522,249
LOCKHEED MARTIN CORPORATION 3.9% 06/15/2032 USD SR 2,209,755 2,209,755
MICROSOFT CORPORATION 2.4% 08/08/2026 USD SR LIEN 1,898,999 1,898,999
MICROSOFT CORPORATION 3.5% 02/12/2035 USD SR LIEN 2,198,195 2,198,195
MIDAMERICAN ENERGY CO 3.65% 04/15/2029 USD SR LIEN 1,841,442 1,841,442
MITSUBISHI UFJ FINANCIAL GROUP 3.961% 03/02/2028 USD 2,868,639 2,868,639
MITSUBISHI UFJ FINANCIAL GROUP HYBRID 10/13/2027 USD 1,244,489 1,244,489
MIZUHO FINANCIAL GROUP, INC. HYBRID 05/25/2026 USD SR 2,021,308 2,021,308
MIZUHO FINANCIAL GROUP, INC. HYBRID 05/25/2031 USD SR 2,312,002 2,312,002
MORGAN STANLEY HYBRID MTN 01/24/2029 USD SR LIEN 2,820,378 2,820,378
MORGAN STANLEY MTN 4.35% 09/08/2026 USD SER F SUB 2,172,626 2,172,626
MPLX LP 4.875% 06/01/2025 USD SER WI SR LIEN 1,359,896 1,359,896
NEVADA POWER CO 3.7% 05/01/2029 USD SER CC SR LIEN 2,345,337 2,345,337
NORFOLK SOUTHERN CORP 3.65% 08/01/2025 USD SR LIEN 1,491,268 1,491,268
NORTHROP GRUMMAN CORPORATION 2.93% 01/15/2025 USD 396,288 396,288
NXP B.V. 4.4% 06/01/2027 USD SR LIEN 351,839 351,839
ORACLE CORP 2.95% 11/15/2024 USD SR LIEN 1,295,434 1,295,434
PAYPAL HOLDINGS, INC. 2.85% 10/01/2029 USD SR LIEN 3,731,783 3,731,783
PHILIP MORRIS INTERNATIONAL IN 3.25% 11/10/2024 USD SR 2,034,506 2,034,506
PNC FINANCIAL SERVICES GROUP, 2.55% 01/22/2030 USD SR 1,685,533 1,685,533
PUBLIC STORAGE 3.385% 05/01/2029 USD SR LIEN 959,842 959,842
RALPH LAUREN CORP 2.95% 06/15/2030 USD SR LIEN 5,174,891 5,174,891
ROYAL BANK OF CANADA MTN 4.65% 01/27/2026 USD SUB LIEN 1,135,197 1,135,197
ROYAL BANK OF SCOTLAND GROUP P HYBRID 05/18/2029 USD SR LEIN 301,479 301,479
SHELL INTERNATIONAL FIN 4.125% 05/11/2035 USD SR LIEN 869,198 869,198
SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN 1,633,653 1,633,653
SOUTHERN POWER COMPANY 4.15% 12/01/2025 USD SR LIEN 1,556,916 1,556,916
STARBUCKS CORP 3.8% 08/15/2025 USD SR LIEN 1,593,913 1,593,913
SUMITOMO MITSUI FINANCIAL GROU 1.474% 07/08/2025 USD SR LIEN 4,057,540 4,057,540
SUMITOMO MITSUI FINANCIAL GROU 2.348% 01/15/2025 USD SR LIEN 795,077 795,077
TARGET CORP 2.5% 04/15/2026 USD SR LIEN 363,063 363,063
TOTAL SYSTEM SERVICES IN 4.8% 04/01/2026 USD SR LIEN 2,215,750 2,215,750
TRUIST BANK 2.25% 03/11/2030 USD SER BKNT SUB LIEN 834,365 834,365
U.S. TREASURY BOND 4.5% 02/15/2036 FA ON THE RUN 4,589,648 4,589,648
U.S. TREASURY NOTE 0.375% 01/31/2026 JJ ON THE RUN 3,577,705 3,577,705
U.S. TREASURY NOTE 0.5% 05/31/2027 MN ON THE RUN 1,624,210 1,624,210
U.S. TREASURY NOTE 0.625% 08/15/2030 FA OFF THE RUN 1,585,477 1,585,477
U.S. TREASURY NOTE 1.25% 08/15/2031 FA OFF THE RUN 893,020 893,020
U.S. TREASURY NOTE 1.625% 08/15/2029 FA OFF THE RUN 264,599 264,599
U.S. TREASURY NOTE 1.75% 11/15/2029 MN OFF THE RUN 5,755,065 5,755,065
U.S. TREASURY NOTE 1.75% 12/31/2026 JD ON THE RUN 13,964,879 13,964,879
U.S. TREASURY NOTE 1.875% 07/31/2026 JJ ON THE RUN 1,533,348 1,533,348
U.S. TREASURY NOTE 2.25% 11/15/2027 MN OFF THE RUN 9,499,426 9,499,426
U.S. TREASURY NOTE 2.375% 05/15/2029 MN OFF THE RUN 1,117,146 1,117,146
U.S. TREASURY NOTE 2.5% 02/28/2026 FA ON THE RUN 4,162,667 4,162,667
U.S. TREASURY NOTE 2.75% 02/15/2028 FA OFF THE RUN 1,524,069 1,524,069
U.S. TREASURY NOTE 2.875% 05/15/2028 MN OFF THE RUN 830,436 830,436
U.S. TREASURY NOTE 3.125% 11/15/2028 MN OFF THE RUN 10,170,362 10,170,362
U.S. TREASURY NOTE 3.5% 02/15/2033 FA OFF THE RUN 6,928,326 6,928,326
UNITED TECHNOLOGIES CORP 3.95% 08/16/2025 USD SR LIEN 1,500,829 1,500,829
UNITEDHEALTH GROUP INCORPORATE 2.3% 05/15/2031 USD 5,786,112 5,786,112
VERIZON COMMUNICATIONS, INC. 0.75% 03/22/2024 USD SR LIEN 1,903,301 1,903,301
VERIZON COMMUNICATIONS, INC. FRN 03/22/2024 USD SOFRRATE 1,110,478 1,110,478
WELLS FARGO & COMPANY MTN 4.15% 01/24/2029 USD SR LIEN 5,536,668 5,536,668

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY 123,641 123,641
ABBOTT LABORATORIES 142,651 142,651
ABBVIE INC 161,944 161,944
ACCENTURE PLC CLASS A 747,789 747,789
ACCOLADE, INC. 94,759 94,759
ACUITY BRANDS, INC. 99,957 99,957
ADEIA INC. 62,161 62,161
ADOBE INC 495,775 495,775
AERCAP HOLDINGS NV ORD 554,502 554,502
AFLAC INCORPORATED 98,010 98,010
AGILENT TECHNOLOGIES, INC. 172,272 172,272
AGILON HEALTH, INC. 69,402 69,402
AIR PRODUCTS & CHEMICALS INC 66,683 66,683
ALCON, INC. 47,341 47,341
ALEXANDRIA REAL ESTATE EQUITIES, INC. 39,052 39,052
ALIGHT INC 42,488 42,488
ALIGNMENT HEALTHCARE INC 38,125 38,125
ALLISON TRANSMISSION HLDG INC. 94,203 94,203
ALLSTATE CORPORATION COMMON STOCK 120,818 120,818
ALPHABET INC. CLASS A 2,133,206 2,133,206
ALPHABET INC. CLASS C 1,720,614 1,720,614
AMAZON.COM INC 2,754,520 2,754,520
AMCOR PLC 29,363 29,363
AMEDISYS, INC 40,020 40,020
AMEREN CORPORATION 33,132 33,132
AMERICAN ELECTRIC POWER INC 101,119 101,119
AMERICAN INTL GROUP, INC. 196,882 196,882
AMERICAN TOWER CORPORATION 625,233 625,233
AMERICAN WATER WORKS CO, INC. 65,335 65,335
AMERIS BANCORP 46,869 46,869
AMETEK INC 38,254 38,254
AMGEN INC. 51,844 51,844
AMKOR TECHNOLOGIES INC 39,658 39,658
AMN HEALTHCARE SERVICES, INC 60,054 60,054
AMPHENOL CORP CL-A 46,595 46,595
ANALOG DEVICES, INC. 483,494 483,494
AON PUBLIC LIMITED COMPANY 745,011 745,011
APPLE INC. 792,068 792,068
APTIV PLC 21,623 21,623
ARCH CAPITAL GROUP LTD. 66,546 66,546
ARCHER-DANIELS-MIDLAND COMPANY 118,080 118,080
ARRAY TECHNOLOGIES, INC. 37,162 37,162
ARTHUR J GALLAGHER & CO 255,014 255,014
ARVINAS, INC 13,706 13,706
ASCENDIS PHARMA A/S SPONSORED ADR 66,250 66,250
ASHLAND GLOBAL HOLDINGS INC 52,778 52,778
ASML HOLDING 65,852 65,852
ASSURED GUARANTY LTD. 118,007 118,007
ASTRAZENECA PLC SPONSORED ADR 70,448 70,448
AT&T INC. 486,368 486,368
ATKORE INC 88,960 88,960
ATLASSIAN CORP 311,359 311,359
ATMOS ENERGY CORPORATION 21,326 21,326
AUTODESK INC 64,522 64,522
AUTOMATIC DATA PROCESSING INC 48,809 48,809
AVALONBAY COMMUNITIES INC 26,442 26,442
AVANTOR FUNDING, INC. 10,913 10,913
AVERY DENNISON CORPORATION 14,151 14,151
AVNET INC. 118,944 118,944
AXIS CAPITAL HOLDINGS LIMITED 138,688 138,688
AZEK COMPANY INC. (THE) 97,499 97,499
BAKER HUGHES CO 61,900 61,900
BALL CORPORATION 46,649 46,649
BANK OF AMERICA 898,551 898,551
BAXTER INTERNATIONAL INC 23,954 23,954
BAYER AG-SPONSORED ADR SPONSORED ADR 241,165 241,165
BAYERISCHE MOTOREN 34,726 34,726
BEACON ROOFING SUPPLY, INC. 109,384 109,384
BECTON, DICKINSON AND COMPANY 58,519 58,519
BELDEN INC 50,650 50,650
BELLRING BRANDS, INC. 53,324 53,324
BENTLEY SYSTEMS, INC CLASS B 78,218 78,218
BERKSHIRE HATHAWAY INC. CLASS B 1,913,124 1,913,124
BERKSHIRE HILLS BANCORP INC 35,060 35,060
BGC GROUP, INC. 113,109 113,109
BIOGEN INC. 40,886 40,886
BIOMARIN PHARMACEUTICAL INC. 10,895 10,895
BIO-TECHNE CORPORATION 78,009 78,009
BLACKLINE, INC. 155,538 155,538
BLACKROCK ADVANTAGE SMALL CAP CORE FUND 13,790,737 13,790,737
BLACKSTONE GROUP INC/THE 397,211 397,211
BLOOMIN' BRANDS, INC 39,269 39,269
BLUEPRINT MEDICINES CORP 79,419 79,419
BOSTON SCIENTIFIC CORP. COMMON STOCK 53,474 53,474
BOWLERO CORP 96,061 96,061
BOYD GAMING CORPORATION 33,707 33,707
BRADY CORP CLASS-A CLASS A 46,659 46,659
BRIGHT HORIZONS FAMILY SOL INC 322,207 322,207
BRINKER INTERNATIONAL INC 38,732 38,732
BRINK'S COMPANY (THE) 208,793 208,793
BRISTOL-MYERS SQUIBB COMPANY 194,516 194,516
BROADCOM INC. 312,550 312,550
BROADRIDGE FINANCIAL SOLUTIONS IN 17,557 17,557
BROWN & BROWN, INC 7,111 7,111
BROWN FORMAN CORP CL B CLASS B 8,544 8,544
BRP GROUP INC CLASS A 34,180 34,180
BRUKER CORPORATION 153,353 153,353
BUCKLE INC 63,392 63,392
BUMBLE INC. 30,099 30,099
CACTUS, INC. CLASS A 124,623 124,623
CADENCE DESIGN SYSTEMS INC 421,901 421,901
CALERES, INC 44,845 44,845
CAPITAL ONE FINANCIAL CORP 419,584 419,584
CARLISLE COMPANIES INCORPORATE 33,742 33,742
CARS.COM INC. 54,140 54,140
CASELLA WASTE SYSTEMS INC CLASS A 155,794 155,794
CASEY'S GENERAL STORES,INC 221,166 221,166
CATALYST PHARMACEUTICAL INC. 42,882 42,882
CATERPILLAR INC (DELAWARE) 241,562 241,562
CCC INTELLIGENT SOLUTIONS HOLD 159,688 159,688
CDW CORPORATION 16,822 16,822
CENTENE CORPORATION 80,889 80,889
CENTERPOINT ENERGY, INC 34,741 34,741
CF INDUSTRIES HOLDINGS, INC 36,332 36,332
CHAMPIONX CORPORATION 272,675 272,675
CHARGEPOINT HOLDINGS 2,934 2,934
CHARLES SCHWAB CORPORATION 189,475 189,475
CHARTER COMMUNICATIONS, INC. 191,619 191,619
CHEGG, INC. 33,796 33,796
CHEMED CORP 288,867 288,867
CHEVRON CORPORATION 718,951 718,951
CHIPOTLE MEXICAN GRILL, INC. 416,227 416,227
CHOICE HOTELS INTERNATIONAL, I 26,012 26,012
CHUBB LIMITED 303,992 303,992
CHURCH & DWIGHT CO., INC. 12,009 12,009
CHURCHILL DOWNS INCORPORATED 80,156 80,156
CIGNA CORP 160,505 160,505
CINCINNATI FINANCIAL CRP 37,307 37,307
CINTAS CORPORATION 35,557 35,557
CISCO SYSTEMS, INC. 305,040 305,040
CITIGROUP INC. 397,888 397,888
CITIZENS FINANCIAL GROUP, INC 66,015 66,015
CLARUS CORP 46,376 46,376
CLEAR SECURE, INC 91,273 91,273
CLEARFIELD, INC. 46,295 46,295
CLEARWATER ANALYTICS HOLDINGS, 32,489 32,489
CME GROUP INC. CLASS A 121,308 121,308
CMS ENERGY CORPORATION 31,648 31,648
COCA-COLA COMPANY 211,971 211,971
COGENT COMMUNICATIONS HLDGS 128,694 128,694
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A 60,273 60,273
COHERENT CORP 49,537 49,537
COMCAST CORPORATION CLASS A VOTING 828,590 828,590
CONAGRA BRANDS INC 39,952 39,952
CONCENTRIX CORPORATION 52,837 52,837
CONOCOPHILLIPS 1,194,592 1,194,592
CONSOLIDATED EDISON INC 74,050 74,050
CONSTELLATION BRANDS INC 47,141 47,141
CONSTELLATION ENERGY CORP 47,574 47,574
COOPER COMPANIES INC 10,596 10,596
COPART, INC. 19,012 19,012
CORECIVIC, INC. 82,661 82,661
CORNING INCORPORATED 43,848 43,848
CORTEVA, INC. 88,364 88,364
COSTAR GROUP, INC. 16,517 16,517
COSTCO WHOLESALE CORPORATION 201,174 201,174
COTERRA ENERGY INC 61,784 61,784
COUSINS PROPERTIES INCORPORATE 49,382 49,382
CROWN CASTLE INTL CORP 33,290 33,290
CSX CORPORATION 117,289 117,289
CUMMINS INC COMMON STOCK 65,642 65,642
CURTISS-WRIGHT CORP 104,711 104,711
CVS HEALTH CORP 261,200 261,200
DANAHER CORPORATION 1,022,889 1,022,889
DARDEN RESTAURANTS, INC. 26,452 26,452
DARLING INGREDIENTS INC 22,627 22,627
DAVE & BUSTER'S ENTERTAINMNT, 65,697 65,697
DEERE & COMPANY 206,289 206,289
DEFINITIVE HEALTHCARE CORP 47,722 47,722
DELL TECHNOLOGIES INC. 3,381 3,381
DEXCOM, INC. 440,271 440,271
DIAMONDBACK ENERGY INC 83,743 83,743
DIGITAL REALTY TRUST, INC. 38,024 38,024
DIGITALBRIDGE GROUP, INC. 42,366 42,366
DIME COMMUNITY BANCSHARES INC 32,074 32,074
DOLLAR GENERAL CORPORATION 54,380 54,380
DOLLAR TREE STORES, INC. 57,104 57,104
DOMINION ENERGY INC 95,504 95,504
DOVER CORPORATION 31,839 31,839
DOW INC 81,273 81,273
DTE ENERGY COMPANY 40,172 40,172
DUKE ENERGY CORPORATION 191,072 191,072
DUN & BRADSTREET HOLDINGS, INC 43,138 43,138
DUPONT DE NEMOURS INC 84,238 84,238
DYNATRACE HOLDINGS LLC 510,258 510,258
EAST WEST BANCORP INC COM 24,823 24,823
EASTGROUP PROPERTIES INC 155,610 155,610
EATON CORP PLC 169,296 169,296
EBAY INC. 48,156 48,156
ECOLAB INC. 353,179 353,179
ECOVYST INC. 67,179 67,179
EDISON INTERNATIONAL 50,300 50,300
EDWARDS LIFESCIENCES CORPORATI 401,228 401,228
ELDORADO GOLD CORPORATION 48,819 48,819
ELECTRONIC ARTS 47,199 47,199
ELEVANCE HEALTH INC 581,905 581,905
ELI LILLY & CO 98,513 98,513
EMERSON ELECTRIC CO 73,192 73,192
EMPLOYERS HOLDINGS, INC. 35,775 35,775
ENACT HOLDINGS, INC. 39,493 39,493
ENCOMPASS HEALTH CORPORATION 155,205 155,205
ENDEAVOR GROUP HOLDINGS, INC 4,722 4,722
ENERPLUS CORPORATION 34,116 34,116
ENERSYS 63,100 63,100
ENTEGRIS, INC. 173,979 173,979
ENTERGY CORPORATION 47,863 47,863
ENTRAVISION COMMUNICATIONS COR CLASS A 21,184 21,184
ENVESTNET, INC. 41,894 41,894
EOG RESOURCES 161,105 161,105
EQT CORPORATION 43,106 43,106
EQUIFAX INC. 34,621 34,621
EQUINIX, INC. REIT 33,021 33,021
EQUITY RESIDENTIAL 25,533 25,533
ESSENT GROUP LTD. 108,222 108,222
ESSEX PROPERTY TRUST INC 10,511 10,511
ESTABLISHMENT LABS HOLDINGS IN 85,541 85,541
ESTEE LAUDER COS INC CL-A CLASS A 268,076 268,076
ETSY, INC. 27,881 27,881
EVERCORE INC CLASS A 166,261 166,261
EVERSOURCE ENERGY 58,449 58,449
EXELON CORPORATION 81,062 81,062
EXPEDITORS INTERNATIONAL OF WA 14,755 14,755
EXPRO GROUP HOLDINGS NV 51,724 51,724
EXTRA SPACE STORAGE INC. 15,552 15,552
EXTREME NETWORKS INC 64,721 64,721
EXXON MOBIL CORPORATION 951,110 951,110
FACTSET RESEARCH SYSTEMS INC 29,100 29,100
FASTENAL COMPANY 22,670 22,670
FEDERAL AGRICULTURAL MORTGAGE CORP CL-C 183,189 183,189
FEDEX CORPORATION 128,445 128,445
FERGUSON PLC 55,444 55,444
FIDELITY NATL INFO SVCS INC 111,069 111,069
FIRST MERCHANTS CORPORATION 77,646 77,646
FIRST SOLAR, INC. 52,718 52,718
FIRST WATCH RESTAURANT GROUP, 35,858 35,858
FIRSTCASH HOLDINGS INC 110,016 110,016
FIRSTENERGY CORP. 41,572 41,572
FISERV, INC. 170,699 170,699
FORTIVE CORPORATION 403,272 403,272
FORTREA HOLDINGS INC. 64,216 64,216
FOX CORPORATION 26,080 26,080
FOX CORPORATION CLASS B 12,830 12,830
FRESH DEL MONTE PRODUCE INC. ORDINARY SHARES 37,564 37,564
FRONTDOOR, INC. 67,376 67,376
FTI CONSULTING, INC. 236,192 236,192
GARMIN LTD 28,022 28,022
GARTNER, INC. 366,301 366,301
GE HEALTHCARE TECHNOLOGIES INC 25,593 25,593
GENERAL DYNAMICS CORP 113,216 113,216
GENERAL ELECTRIC COMPANY 807,893 807,893
GENERAL MILLS INC 80,774 80,774
GENPACT LIMITED 44,984 44,984
GENUINE PARTS CO 28,859 28,859
GILEAD SCIENCES 139,985 139,985
GRANITE CONSTRUCTION INC. 70,978 70,978
GRIFFON CORPORATION 51,929 51,929
GROUP 1 AUTOMOTIVE, INC. 71,309 71,309
GUIDEWARE SOFTWARE INC 87,232 87,232
H.B. FULLER COMPANY 182,358 182,358
HACKETT GROUP, INC. (THE) 36,768 36,768
HAEMONETICS CORPORATION 125,016 125,016
HALOZYME THERAPEUTICS, INC. 34,632 34,632
HANCOCK WHITNEY CORP 61,223 61,223
HANNON ARMSTRONG SUST INFR CAP COM 17,899 17,899
HARTFORD FINANCIAL SRVCS GROUP 90,977 90,977
HEALTHEQUITY, INC. 154,678 154,678
HEICO CORP CL-A CLASS A 3,703 3,703
HEICO CORPORATION 1,252 1,252
HERITAGE COMMERCE CORP 33,926 33,926
HESS CORPORATION 439,688 439,688
HEWLETT PACKARD ENTERPRISE CO 83,620 83,620
HEXCEL CORP 36,211 36,211
HILTON WORLDWIDE HOLDINGS INC. 337,413 337,413
HOLOGIC INCORPORATED 12,504 12,504
HONEYWELL INTL INC 165,881 165,881
HOPE BANCORP INC 39,018 39,018
HORMEL FOODS CORPORATION 10,725 10,725
HOULIHANK LOKEY, INC 68,469 68,469
HOWMET AEROSPACE INC. 20,295 20,295
HUB GROUP, INC. CLASS A 79,068 79,068
HUMANA INC. 65,593 65,593
HUNTINGTON BANCSHARES INCORPOR 69,834 69,834
IDEX CORPORATION COMMON STOCK 61,876 61,876
IDEXX LABORATORIES 397,416 397,416
ILLINOIS TOOL WORKS 43,978 43,978
INARI MEDICAL INC 134,060 134,060
INCYTE CORPORATION 12,307 12,307
INFINERA CORPORATION 91,172 91,172
INMODE LTD 44,191 44,191
INSIGHT ENTERPRISES, INC. 83,279 83,279
INTEL CORPORATION 461,647 461,647
INTERACTIVE BROKERS GROUP, INC CLASS A 26,114 26,114
INTERCONTINENTAL EXCHANGE INC 876,278 876,278
INTERDIGITAL INC 152,282 152,282
INTERNATIONAL MONEY EXPRESS, I 32,892 32,892
INTL BUSINESS MACHINES CORP 196,751 196,751
INTL.FLAVORS & FRAGRANCE 57,001 57,001
INTUIT INC 725,035 725,035
INVITATION HOMES INC. 30,401 30,401
IPG PHOTONICS CORP COM 26,484 26,484
IRON MOUNTAIN INCORPORATED 11,795 11,795
ISHARES MSCI EAFE INTERNATIONAL INDEX FUND 48,732,384 48,732,384
ISHARES S&P 500 INDEX FUND 181,234,355 181,234,355
J B HUNT TRANS SVCS INC 18,176 18,176
JACOBS ENGINEERING GROUP INC 19,210 19,210
JANUS INTERNATIONAL GROUP, INC 86,274 86,274
JOHN BEAN TECHNOLOGIES CORPORA 86,011 86,011
JOHNSON & JOHNSON 726,176 726,176
JOHNSON CONTROLS INTERNATIONAL 78,536 78,536
JPMORGAN CHASE & CO 1,645,547 1,645,547
KARUNA THERAPEUTICS, INC. 139,897 139,897
KBC GROUP NV UNSPONSORED ADR 38,619 38,619
KELLANOVA 29,465 29,465
KENVUE INC. 77,508 77,508
KEURIG DR PEPPER INC 83,433 83,433
KEYSIGHT TECHNOLOGIES, INC. 42,795 42,795
KIMBERLY-CLARK CORPORATION 12,406 12,406
KINDER MORGAN INC CLASS P 108,204 108,204
KNIGHT-SWIFT TRANSPORTATION HO 43,410 43,410
KOSMOS ENERGY LTD. 447,946 447,946
KROGER COMPANY 79,307 79,307
L3HARRIS TECHNOLOGIES INC 105,942 105,942
LABORATORY CORPORATION OF AMER 19,320 19,320
LANTHEUS HOLDINGS, INC. 61,132 61,132
LATTICE SEMICONDUCTOR CORP 72,853 72,853
LAUREATE EDUCATION INC 143,324 143,324
LCI INDUSTRIES 80,832 80,832
LEGALZOOM COM INC 72,444 72,444
LEONARDO DRS INC. 97,034 97,034
LEVI STRAUSS & CO NEW CLASS A 25,240 25,240
LIBERTY BROADBAND CORPORATION CLASS C 355,160 355,160
LIBERTY MEDIA CORP-LIB-NEW-C 12,689 12,689
LIBERTY MEDIA CORPORATION 8,576 8,576
LIBERTY SIRIUSXM GROUP 5,489 5,489
LIFESTANCE HEALTH GROUP, INC 50,096 50,096
LINDE PLC 240,265 240,265
LITTLEFUSE, INC. 112,108 112,108
LIVERAMP HOLDINGS, INC. 39,850 39,850
LOCKHEED MARTIN CORPORATION 130,986 130,986
LPL FINANCIAL HOLDINGS INC. 39,151 39,151
LYONDELLBASELL INDUSTRIES N.V. CLASS A 48,966 48,966
M&T BANK CORPORATION 88,554 88,554
MARATHON PETROLEUM CORPORATION 180,257 180,257
MARKEL GROUP INC 46,857 46,857
MARRIOTT INTERNATIONAL, INC CLASS A 323,381 323,381
MARSH & MCLENNAN CO INC 98,335 98,335
MARTIN MARIETTA MATERIALS,INC 37,418 37,418
MARVELL TECHNOLOGY, INC. 371,268 371,268
MASONITE INTL CORP NEW 58,923 58,923
MASTERCARD INCORPORATED CL A 179,134 179,134
MCCORMICK & CO NON VTG SHRS 66,472 66,472
MEDTRONIC PUBLIC LIMITED COMPA 165,961 165,961
MERCK & CO., INC. 330,029 330,029
META PLATFORMS INC-CLASS A CLASS A 886,670 886,670
METHANEX CORPORATION 35,520 35,520
METLIFE, INC 167,243 167,243
METTLER-TOLEDO INTL 4,852 4,852
MICROSOFT CORPORATION 5,366,091 5,366,091
MID-AMERICA APT TYS INC 15,060 15,060
MISTER CAR WASH, INC. 141,039 141,039
MODERNA, INC. 9,547 9,547
MOLINA HEALTHCARE, INC 19,511 19,511
MONDELEZ INTERNATIONAL, INC. 147,677 147,677
MONOLITHIC POWER SYSTEMS, INC. 1,113,828 1,113,828
MONSTER BEVERAGE CORPORATION 39,981 39,981
MOODY'S CORPORATION 69,520 69,520
MORGAN STANLEY 341,482 341,482
MSA SAFETY INC 150,934 150,934
MSCI INC. 450,257 450,257
MUELLER WATER PRODUCTS, INC. SERIES A 67,766 67,766
MULTI-MANAGER INTERNATIONAL EQUITY FUND 48,516,437 48,516,437
N V R INC 35,002 35,002
NASDAQ INC. 48,489 48,489
NCR CORPORATION 32,233 32,233
NCR VOYIX CORP 44,930 44,930
NEOGENOMICS, INC. 205,130 205,130
NETAPP, INC. 16,662 16,662
NETFLIX, INC. 618,338 618,338
NEUROCRINE BIOSCIENCES, INC. 201,198 201,198
NEW JERSEY RESOURCES CORPORATI 38,160 38,160
NEWMONT CORP 78,558 78,558
NEXSTAR MEDIA GROUP INC 112,233 112,233
NEXTERA ENERGY, INC. 480,575 480,575
NIKE INC CL B 372,399 372,399
NOBLE CORPORATION PLC 63,908 63,908
NOMAD FOODS LTD 36,154 36,154
NORFOLK SOUTHERN CORP 96,916 96,916
NORTHERN TRUST CORP 83,781 83,781
NORTHROP GRUMMAN CORP 113,290 113,290
NOW INC 35,239 35,239
NVIDIA CORPORATION 1,454,461 1,454,461
OCCIDENTAL PETROLEUM CORP 213,274 213,274
OCEANFIRST FINANCIAL CORP 68,346 68,346
OLD DOMINION FREIGHT LINE, INC 23,509 23,509
OLD NATIONAL BANCORP 75,346 75,346
OMNICELL INC COM 25,513 25,513
ONTO INNOVATIONS INC. 38,990 38,990
ORACLE CORPORATION 12,968 12,968
O'REILLY AUTOMOTIVE, INC. 582,399 582,399
ORION SA 33,051 33,051
ORMAT TECHNOLOGIES INC COM 31,225 31,225
ORTHOPEDIATRICS CORP 67,848 67,848
OSI SYSTEMS INC 77,172 77,172
P G & E CORPORATION 93,826 93,826
PACCAR INC 108,010 108,010
PALO ALTO NETWORKS INC. 116,772 116,772
PAR PACIFIC HOLDINGS INC 87,797 87,797
PATTERSON-UTI ENERGY, INC 42,217 42,217
PAYCHEX, INC. 33,113 33,113
PAYPAL HOLDINGS, INC. 36,846 36,846
PEAPACK GLADSTONE FINANCIAL CO 45,923 45,923
PEDIATRIX MEDICAL GROUP INC 28,616 28,616
PEGASYSTEMS INC. 24,641 24,641
PENNYMAC FINANCIAL SERVICS INC 50,194 50,194
PEPSICO, INC. 218,284 218,284
PERRIGO CO PLC 43,797 43,797
PETIQ INC 62,588 62,588
PFIZER INC. 274,081 274,081
PHILLIPS 66 199,444 199,444
PHINIA INC. 38,953 38,953
PHOTRONICS, INC. 38,334 38,334
PHREESIA INC 105,008 105,008
PINTEREST INC CLASS A 222,944 222,944
PIONEER NATURAL RESOURCES CO 130,880 130,880
PNC FINANCIAL SERVICES GROUP 233,204 233,204
PORTLAND GENERAL ELECTRIC CO 20,812 20,812
POWER INTEGRATIONS, INC. 109,699 109,699
PPG INDUSTRIES, INC 41,276 41,276
PPL CORPORATION 54,243 54,243
PREFERRED BANK 63,042 63,042
PRIMORIS SERVICES CORPORATION 49,339 49,339
PROCTER & GAMBLE COMPANY 357,704 357,704
PROLOGIS INC 478,680 478,680
PROPETRO HOLDING CORP 38,674 38,674
PROS HOLDINGS, INC. 149,031 149,031
PROSPERITY BANCSHARES, INC. 241,678 241,678
PROSUS NV SPONSORED ADR 279,171 279,171
PUBLIC STORAGE 31,720 31,720
PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 48,309 48,309
QUAKER HOUGHTON 157,931 157,931
QUALCOMM INC 229,962 229,962
QUANTA SERVICES INC 33,895 33,895
QUEST DIAGNOSTICS INCORPORATED 18,614 18,614
QUIDELORTHO CORPORATION 16,877 16,877
RAYMOND JAMES FINANCIAL, INC. 83,515 83,515
REALTY INCOME CORPORATION 66,213 66,213
REDWOOD TRUST INC 35,383 35,383
REGENERON PHARMACEUTICAL INC 85,194 85,194
REGIONS FINANCIAL CORPORATION 59,328 59,328
RENTOKIL INITIAL PLC ADR + SPONSORED ADR 124,597 124,597
REPUBLIC SERVICES INC 35,736 35,736
RESMED INC. 15,826 15,826
REVVITY INC 8,854 8,854
ROCHE HLDG LTD SPONSORED ADR 57,388 57,388
ROCKWELL AUTOMATION INC 27,633 27,633
ROGERS CORP 21,131 21,131
ROLLINS INC 3,537 3,537
ROPER TECHNOLOGIES INC 68,146 68,146
ROSS STORES,INC 45,530 45,530
ROYALTY PHARMA PLC 16,208 16,208
RTX CORP 287,591 287,591
S&P GLOBAL INC. 191,186 191,186
S&T BANCORP INC. 38,968 38,968
SAFRAN SA SPONSORED ADR 592,562 592,562
SAIA, INC. 664,780 664,780
SALESFORCE INC 685,743 685,743
SAP SE (SPON ADR) 418,784 418,784
SCHLUMBERGER LTD 93,167 93,167
SCIENCE APPLICATIONS INTL CORP 144,087 144,087
SELECT WATER SOLUTIONS INC 33,290 33,290
SEMPRA ENERGY 90,842 90,842
SENSATA TECHNOLOGIES HOLDING P 43,694 43,694
SERVICENOW INC 645,025 645,025
SHELL PLC SPONSORED ADR 737,421 737,421
SHERWIN-WILLIAMS CO 734,836 734,836
SI-BONE, INC. 112,905 112,905
SIEMENS A G SPONSORED ADR 40,877 40,877
SIMPLY GOOD FOODS COMPANY 139,234 139,234
SITEONE LANDSCAPE SUPPLY, INC. 66,788 66,788
SITIME CORP 26,613 26,613
SLM CORPORATION 251,619 251,619
SOLAREDGE TECHNOLOGIES 9,360 9,360
SOLO BRANDS, INC. 35,161 35,161
SOUTHSTATE CORP 62,915 62,915
SOUTHWEST AIRLINES CO 48,269 48,269
SPDR S&P BIOTECH 195,902 195,902
SPIRIT REALTY CAPITAL, INC. 49,017 49,017
SPX TECHNOLOGIES INC 49,091 49,091
SS&C TECHNOLOGIES HOLDINGS, IN 30,433 30,433
SSGA EMERGING MARKET EQUITY INDEX FUND 10,968,055 10,968,055
STAGWELL INC 41,285 41,285
STARBUCKS CORP. 34,660 34,660
STATE STREET CORPORATION 127,306 127,306
STERIS PUBLIC LIMITED COMPANY 11,652 11,652
STERLING CHECK CORP. 59,257 59,257
STEVEN MADDEN LTD 144,396 144,396
STONEX GROUP INC 61,057 61,057
STRIDE INC 28,379 28,379
STRYKER CORPORATION 59,752 59,752
SUN COMMUNITIES, INC 17,495 17,495
SUNRUN INC 14,938 14,938
SYSCO CORPORATION 24,352 24,352
TAIWAN SEMICONDUCTOR MFG 417,462 417,462
TAKE TWO INTERACTIVE SOFTWARE INC 125,219 125,219
TARGET CORPORATION 107,954 107,954
TEGNA INC. 105,812 105,812
TELEDYNE TECHNOLOGIES INCORPOR 31,240 31,240
TEXAS INSTRUMENTS INC. 160,403 160,403
THE BANK OF NY MELLON CORP 198,311 198,311
THE HERSHEY COMPANY 31,695 31,695
THE HOME DEPOT, INC. 26,338 26,338
THE KRAFT HEINZ CO 114,860 114,860
THE PROGRESSIVE CORPORATION 123,123 123,123
THE SOUTHERN CO. 121,869 121,869
THE TRAVELERS COMPANIES, INC 147,630 147,630
THE WILLIAMS COMPANIES, INC. 56,076 56,076
THERMO FISHER SCIENTIFIC INC 608,120 608,120
THOR INDUSTRIES INC 45,236 45,236
TIDEWATER INC. 46,295 46,295
TJX COMPANIES INC 90,996 90,996
T-MOBILE US, INC. 173,637 173,637
TOPBUILD CORP. 116,021 116,021
TOPGOLF CALLAWAY BRANDS CORP 51,638 51,638
TRACTOR SUPPLY COMPANY 28,169 28,169
TRADEWEB MARKETS INC 23,901 23,901
TRANE TECHNOLOGIES PLC SHS 63,414 63,414
TRAVELERS COMPANIES INC 45,337 45,337
TRUIST FINANCIAL CORPORATION 206,309 206,309
TYLER TECHNOLOGIES, INC. 9,199 9,199
TYSON FOODS INC CL-A CLASS A 63,425 63,425
U S DOLLAR 20,777 20,777
U S SILICA HLDGS INC 24,780 24,780
U.S. BANCORP 227,429 227,429
UBER TECHNOLOGIES, INC. 414,612 414,612
ULTA BEAUTY INC 40,179 40,179
ULTRA CLEAN HOLDINGS, INC. 62,032 62,032
UNILEVER PLC ADR 60,358 60,358
UNION PACIFIC CORP. 641,559 641,559
UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 181,129 181,129
UNITEDHEALTH GROUP INCORPORATE 1,586,254 1,586,254
UNIVEST FINANCIAL CORP 32,803 32,803
US DOLLAR 333 333
VALERO ENERGY CORPORATION 146,640 146,640
VALMONT INDUSTRIES INC 148,894 148,894
VECTOR GROUP LTD 48,064 48,064
VEEVA SYSTEMS INC 7,701 7,701
VENTAS, INC. 24,491 24,491
VERALTO CORPORATION 205,134 205,134
VERISIGN, INC. 473,708 473,708
VERISK ANALYTICS, INC. 882,588 882,588
VERIZON COMMUNICATIONS, INC. 499,337 499,337
VERTEX PHARMACEUTICALS INCORPO 72,426 72,426
VESTIS CORPORATION 34,183 34,183
VIAD CORP 48,761 48,761
VICI PROPERTIES INC. 64,913 64,913
VIPER ENERGY INC 125,677 125,677
VISA INC. CLASS A 1,334,033 1,334,033
VITAL FARMS ORD SHS 8,174 8,174
VIVID SEATS INC 39,683 39,683
VIZIO HOLDING CORP 38,161 38,161
VOYA FINANCIAL INC 45,673 45,673
VULCAN MATERIALS CO 30,419 30,419
W.R. BERKLEY CORPORATION 32,036 32,036
W.W. GRAINGER INC 41,435 41,435
WABASH NATIONAL CORP 55,544 55,544
WABTEC COM 53,679 53,679
WALGREENS BOOTS ALLIANCE, INC. 77,547 77,547
WALKER & DUNLOP, INC 76,042 76,042
WALMART INC 263,538 263,538
WALT DISNEY COMPANY (THE) 596,662 596,662
WASTE CONNECTIONS, INC. 334,813 334,813
WASTE MANAGEMENT INC 67,521 67,521
WATERS CORPORATION COMMON STOCK 6,914 6,914
WEATHERFORD INTERNATIONAL PUBL 97,830 97,830
WEC ENERGY GROUP, INC. 43,516 43,516
WELLS FARGO & CO 1,328,448 1,328,448
WELLTOWER, INC. 44,724 44,724
WEST PHARMACEUTICAL SERVICES INC 345,430 345,430
WESTERN ALLIANCE BANCORP 113,290 113,290
WESTINGHOUSE AIR BRAKE TECHNOL 42,258 42,258
WEX INC. 150,193 150,193
WEYERHAEUSER COMPANY 32,301 32,301
WHEATON PRECIOUS METALS CORP 525,471 525,471
WHITE MOUNTAINS INSURANCE GROUP 96,321 96,321
WILLIS TOWERS WATSON PLC 60,458 60,458
WINTRUST FINANCIAL CORP 129,850 129,850
WK KELLOGG CO 289 289
WOLFSPEED INC COM 32,241 32,241
WOODWARD INC 373,132 373,132
WORKIVA INC. 142,751 142,751
WORLD KINECT CORP 62,938 62,938
XCEL ENERGY INC. 64,053 64,053
XPEL INC 21,486 21,486
XYLEM INC. 54,893 54,893
ZIMMER BIOMET HOLDINGS INC 25,607 25,607
ZOETIS INC. CLASS A 600,597 600,597
ZURN ELKAY WATER SOLUTIONS COR 107,170 107,170

TY 2023 InvestmentsOtherSchedule2
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GOLDMAN SACHS REAL ESTATE INCOME TRUST FMV 38,212,275 38,212,275
GS TACTICAL TILT OVERLAY FUND FMV 38,235,187 38,235,187
IMPRINT THEMATIC OPPORTUNITIES FMV 1,754,347 1,754,347
PRIVATE CREDIT MANAGERS II OFFSHORE LP FMV 7,220,605 7,220,605
PRIVATE CREDIT MANAGERS III OFFSHORE LP FMV 12,242,567 12,242,567
PRIVATE CREDIT MANAGERS IV OFFSHORE LP FMV 10,227,116 10,227,116
PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP FMV 24,712,174 24,712,174
PRIVATE EQUITY MANAGERS (2019) OFFSHORE SCSP FMV 23,381,050 23,381,050
PRIVATE EQUITY MANAGERS (2020) OFFSHORE LP FMV 15,387,211 15,387,211
PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP FMV 11,067,773 11,067,773
U.S. REAL PROPERTY INCOME FUND, L.P. FMV 13,954,091 13,954,091
VINTAGE VIII OFFSHORE SCSP FMV 42,722,256 42,722,256
WEST STREET STRATEGIC SOLUTIONS OFFSHORE FEEDER FUND I, LLC FMV 2,861,781 2,861,781

TY 2023 LegalFeesSchedule
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 45,156 22,578   22,578


TY 2023 OtherAssetsSchedule
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LYKINS NEIGHBORHOOD TRUST 1,000,000 1,000,000 1,000,000
EQUITY2 IMPACT FUND 1,000,000 1,000,000 1,000,000
ALTCAP 500,000 500,000 500,000


TY 2023 OtherExpensesSchedule
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL EXPENSES 12,999 4,550   8,449


TY 2023 OtherIncomeSchedule2
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
LYKINS NT HOLDINGS   -126,908  
SETTLEMENT/CLASS ACTION/LAWSUIT PROCEEDS 689 689 689
RETURNED DONATION 400,000   400,000


TY 2023 OtherIncreasesSchedule
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Description Amount
UNREALIZED GAIN/LOSS 62,732,149


TY 2023 OtherLiabilitiesSchedule
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Description Beginning of Year - Book Value End of Year - Book Value
E&F PRIVATE EQUITY MANAGERS (2020) OFFSHORE 73,594 347,474


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 1,942,703 2,001,314   0


TY 2023 TaxesSchedule
Name:
THE SUNDERLAND FOUNDATION
EIN:
44-6011082
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 22,938 9,175   13,763
FOREIGN TAXES PAID 0 235,195   0
EXCISE TAXES 920,000 0   0