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
MURIEL MCBRIEN KAUFFMAN FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)4801 ROCKHILL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64110
A Employer identification number

43-1460787
B Telephone number (see instructions)

(913) 649-3584
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$345,582,878J 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   2,001,005  
4 Dividends and interest from securities... 4,549,322 5,079,192  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,896,762
b Gross sales price for all assets on line 6a 83,013,943
7 Capital gain net income (from Part IV, line 2)... 19,131,100
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
3,963 1,338,060 0
12 Total. Add lines 1 through 11........ 24,450,047 27,549,357 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,153,576 576,788 0 576,788
14 Other employee salaries and wages...... 259,336 129,668 0 129,668
15 Pension plans, employee benefits....... 538,144 269,072 0 269,072
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,657 0 0 2,657
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,078 9,539 0 9,539
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
788,223 352,833 0 435,390
17 Interest...............   1,219,358    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
378,487 12,388 0 12,388
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,450 0 0 9,450
21 Travel, conferences, and meetings....... 15,974 0 0 15,974
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
157,647 2,299,455 0 158,084
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,322,572 4,869,101 0 1,619,010
25 Contributions, gifts, grants paid....... 10,119,072 9,954,072
26 Total expenses and disbursements. Add lines 24 and 25 13,441,644 4,869,101 0 11,573,082
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,008,403
b Net investment income (if negative, enter -0-) 22,680,256
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,218,914 1,281,576 1,295,987
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 231,420,765 Click to see attachment
List of Attached Documents:
// Content
242,901,505 		319,387,160
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
26,238,773 		Click to see attachment
List of Attached Documents:
// Content
26,703,774 		Click to see attachment
List of Attached Documents:
// Content
24,899,731
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 259,878,452 270,886,855 345,582,878
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 259,878,452 270,886,855
29 Total net assets or fund balances (see instructions)..... 259,878,452 270,886,855
30 Total liabilities and net assets/fund balances (see instructions). 259,878,452 270,886,855
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
259,878,452
2
Enter amount from Part I, line 27a .....................
2
11,008,403
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
270,886,855
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
270,886,855
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 CAPITAL GAINS AND LOSSES P 2023-01-01 2023-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 83,013,943   63,882,843 19,131,100
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       19,131,100
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 19,131,100
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 19,131,100
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) 1 315,256
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........................... 3 315,256
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- ..... 5 315,256
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 215,812
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 315,812
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 1,071
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 515
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.MMKF.ORG
14
The books are in care ofright arrowAMY CLARK Telephone no.right arrow (816) 932-1219

Located atright arrow4801 ROCKHILL ROADKANSAS CITYMO ZIP+4right arrow64110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ALEXANDRA E MOORE DIRECTOR
1.00 		5,000 0 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
AMY CLARK COO
32.00 		214,401 23,756 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
CARA Z NEWELL DIRECTOR
1.00 		5,000 0 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
DAVID LADY CIO DIRECTOR
32.00 		271,783 33,038 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
GEORGE P JANDL DIRECTOR
1.00 		5,000 0 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
JULIA IRENE KAUFFMAN CHAIRMAN/CEO
30.00 		456,429 30,500 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
JULIA POWER WELD DIRECTOR
1.00 		5,000 0 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
LAUREN MM LAPOINTE DIRECTOR
1.00 		5,000 0 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
PETER W BROWN DIRECTOR
1.00 		5,000 0 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
SHARON BLICKENSDERFER CFO/TREASURER
25.00 		180,963 22,172 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
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
ESTELA FENNEL EXECUTIVE ASSISTANT
40.00 		85,116 9,992 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
JANA TEEFEY EXECUTIVE ASSISTANT
30.00 		71,662 8,282 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
KRYSTEN CARNES FINANCIAL ANALYST
24.00 		57,140 6,096 0
4801 ROCKHILL ROAD
KANSAS CITY,MO64111
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
ROCKEFELLER & CO INC INVESTMENT MGMT FEES 126,361
10 ROCKEFELLER PLAZA
NEW YORK,NY10020
NORTHERN TRUST CO CUSTODY SERVICES 101,049
50 SOUTH LA SALLE STREET
CHICAGO,IL60603
WELLS CAPITAL MANAGEMENT INVESTMENT MGMT FEES 65,423
100 HERITAGE RESERVE
MENOMONEE,WI53051
NORCORD SECURITY SYSTEMS 64,675
PO BOX 14745
LENEXA,KS66285
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
190,511,730
b
Average of monthly cash balances.......................
1b
21,750,792
c
Fair market value of all other assets (see instructions)................
1c
104,598,055
d
Total (add lines 1a, b, and c).........................
1d
316,860,577
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
316,860,577
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,752,909
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
312,107,668
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
15,605,383
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
15,605,383
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
315,256
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
315,256
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
15,290,127
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
15,290,127
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
15,290,127
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
11,573,082
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
11,573,082
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 15,290,127
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,983,748
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 11,573,082
a Applied to 2022, but not more than line 2a 2,983,748
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..... 8,589,334
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		6,700,793
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JULIA I KAUFFMAN
4801 ROCKHILL ROAD
KANSAS CITY,MO64110
(816) 932-1219
bThe form in which applications should be submitted and information and materials they should include:
DESCRIPTION OF ORGANIZATION, PURPOSE AND USE OF FUNDS REQUESTED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SOME GEOGRAPHIC AND CHARITABLE FIELDS LIMITATIONS.
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

ACADEMY FOR INTEGRATED ARTS

7910 TROOST
KANSAS CITY,MO64131 		  PC MATCHING GIFT 7,500

ACADEMY FOR INTEGRATED ARTS

7910 TROOST
KANSAS CITY,MO64131 		  PC MATCHING GIFT 750

ACE'S SANCTUARY & CAT RESCUE

19486 NOLKER ROAD
RAYVILLE,MO64084 		  PC MATCHING GIFT 675

AMERICAN JAZZ MUSEUM

1616 EAST 18TH ST
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT FOR THE 2024 FISCAL YEAR 15,000

AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION

6405 METCALF AVENUE SUITE 205
OVERLAND PARK,KS66202 		  PC EVENT SUPPORT FOR 2023 JOE MCGUFF GOLF CLASSIC 6,500

ART AS MENTORSHIP

300 GLADSTONE BOULEVARD SUITE 102
KANSAS CITY,MO64124 		  PC GENERAL OPERATING FOR REBEL SONG ACADEMY AND AMERI'KANA FESTIVAL 12,500

ARTS COUNCIL OF JOHNSON COUNTY

8788 METCALF AVE SUITE 2500
OVERLAND PARK,KS66212 		  PC GENERAL OPERATING SUPPORT FOR 2023 4,000

ARTSKC REGIONAL ARTS COUNCIL

106 SOUTHWEST BLVD
KANSAS CITY,MO64108 		  PC RENAISSANCE CIRCLE RENEWAL 10,000

ARTSKC REGIONAL ARTS COUNCIL

106 SOUTHWEST BLVD
KANSAS CITY,MO64108 		  PC ARTSKC GENERAL OPERATION SUPPORT FOR FISCAL YEAR 2024 350,000

THE ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY

20 EAST GREGORY BOULEVARD
KANSAS CITY,MO64114 		  PC KC STUDIO GENERAL OPERATING SUPPORT & PEFORMING ARTS REVIEWS FY24 35,000

ASSOCIATION OF FUNDRAISING PROFESSIONALS - KC

PO BOX 32101
KANSAS CITY,MO64171 		  PC EVENT SUPPORT FOR NATIONAL PHILANTHROPY DAY 2023 5,000

BACH ARIA SOLOISTS

PO BOX 7112
KANSAS CITY,MO64113 		  PC BACH ARIA SOLOISTS' 2023-2024 CONCERT SEASON 10,000

BAND OF ANGELS CORP

11890 W 135TH STREET
OVERLAND PARK,KS66221 		  PC GENERAL OPERATING SUPPORT FOR 2023 5,000

BERT NASH COMMUNITY MENTAL HEALTH CENTER

200 MAIN ST
LAWRENCE,KS66044 		  PC MATCHING GIFT 1,500

BLACK REPERTORY THEATRE OF KANSAS CITY

PO BOX 410294
KANSAS CITY,MO64141 		  PC GENERAL OPERATING SUPPORT FOR 2023-24 SEASON/WORLD PREMIERE FUNDING 5,000

BLACK REPERTORY THEATRE OF KANSAS CITY

PO BOX 410294
KANSAS CITY,MO64141 		  PC GENERAL OPERATING SUPPORT FOR 2023-24 SEASON/WORLD PREMIERE FUNDING 15,000

BLUFORD HEALTHCARE LEADERSHIP

7900 LEES SUMMIT ROAD
KANSAS CITY,MO64139 		  PC SUPPORT OF THE BHLI'S CIRCLE OF GIVING 5,000

CENTRAL PARK CONSERVANCY

717 FIFTH AVENUE 5TH FLOOR
NEW YORK,NY10022 		  PC EVENT SUPPORT FOR FREDERICK LAW OLMSTED AWARDS LUNCHEON 25,000

CENTRAL PARK CONSERVANCY

717 FIFTH AVENUE 5TH FLOOR
NEW YORK,NY10022 		  PC MEMBERSHIP RENEWAL - WOMEN'S COMMITTEE 25,000

CENTRAL PARK CONSERVANCY

717 FIFTH AVENUE 5TH FLOOR
NEW YORK,NY10022 		  PC EVENT SUPPORT FOR THE FALL LUNCHEON 10,000

CHAIN OF HOPE

PO BOX 16926
KANSAS CITY,MO64133 		  PC MATCHING GIFT 1,500

CHARLOTTE STREET FOUNDATION

3333 WYOMING STREET
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT FOR 2023 30,000

CHARLOTTE STREET FOUNDATION

3333 WYOMING STREET
KANSAS CITY,MO64111 		  PC 2023 CULTURAL PRODUCER GRANTS 25,000

CHILD PROTECTION CENTER

2940 MAIN STREET
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT FOR FY 2023-24 15,000

CHILDREN'S MERCY HOSPITAL

2401 GILLHAM ROAD
KANSAS CITY,MO64108 		  PC CHILDREN'S CIRCLE OF CARE 10,000

CHWC INC

2 SOUTH 14TH ST
KANSAS CITY,KS66102 		  PC PROGRAM SUPPORT FOR CHWC'S COMMUNITY ARTS ENGAGEMENT PROGRAMMING 5,000

CITY IN MOTION DANCE THEATER INC

8253 WORNALL ROAD
KANSAS CITY,MO64111 		  PC 2023-2024 CITY IN MOTION PERFORMANCE SERIES 5,000

CITY UNION MISSION

1100 E 11TH STREET
KANSAS CITY,MO64106 		  PC MATCHING GIFT 600

THE COTERIE THEATRE

2450 GRAND BLVD SUITE 144
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT FOR THE 2022-2023 SEASON 20,000

THE COTERIE THEATRE

2450 GRAND BLVD SUITE 144
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT FOR THE 2022-2023 SEASON 25,000

DEEP ROOTS KC

PO BOX 32131
KANSAS CITY,MO64171 		  PC EVENT SUPPORT OF 2024 PLAN IT NATIVE CONFERENCE 5,000

DUKE UNIVERSITY

110 WHITFORD DRIVE BOX 90542
DURHAM,NC27708 		  PC MATCHING GIFT 3,750

ENGLEWOOD ARTS

10900 E WINNER ROAD
INDEPENDENCE,MO64052 		  PC ENGLEWOOD ARTS CENTER / SUSTAINABILITY PLAN 20,000

ENSEMBLE IBERICA

4001 GLADSTONE BLVD
KANSAS CITY,MO64123 		  PC 2024 CONCERT SERIES 5,000

FOLDS OF HONOR

PO BOX 8246
PRAIRIE VILLAGE,KS66208 		  PC MATCHING GIFT 4,500

FOLK ALLIANCE INTERNATIONAL

601 AVENIDA CESAR E CHAVEZ SUITE
100
KANSAS CITY,MO64108 		  PC FOLK ALLIANCE INTERNATIONAL GENERAL OPERATING SUPPORT 20,000

FOLLY THEATRE

1020 CENTRAL ST SUITE 200
KANSAS CITY,MO64105 		  PC EVENT SUPPORT FOR FOLLY FROLIC 5,000

FRIENDS OF CHAMBER MUSIC

4635 WYANDOTTE STREET SUITE 201
KANSAS CITY,MO64112 		  PC MASTER PIANIST SERIES AND GENERAL OPERATING SUPPORT 35,000

GREAT PLAINS SPCA

5428 ANTIOCH DRIVE
MERRIAM,KS66202 		  PC MATCHING GIFT 600

GREAT PLAINS SPCA

5428 ANTIOCH DRIVE
MERRIAM,KS66202 		  PC MATCHING GIFT 1,200

GREAT PLAINS SPCA

5428 ANTIOCH DRIVE
MERRIAM,KS66202 		  PC MATCHING GIFT 1,500

HARRY S TRUMAN LIBRARY INSTITUTE

5151 TROOST AVENUE SUITE 300
KANSAS CITY,MO64110 		  PC EVENT SUPPORT FOR WILD ABOUT HARRY 3,000

HARVESTERS - THE COMMUNITY FOOD NETWORK

3801 TOPPING
KANSAS CITY,MO64129 		  PC MATCHING GIFT 600

HARVESTERS - THE COMMUNITY FOOD NETWORK

3801 TOPPING
KANSAS CITY,MO64129 		  PC MATCHING GIFT 1,200

HEART OF AMERICA SHAKESPEARE FESTIVAL

3732 MAIN STREET
KANSAS CITY,MO64111 		  PC SPONSORSHIP SUPPORT OF 2024 ROMANTIC REVELS GALA 5,000

HEART OF AMERICA SHAKESPEARE FESTIVAL

3732 MAIN STREET
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT FOR 2023-24 SEASON 50,000

HEARTLAND MEN'S CHORUS

PO BOX 32374
KANSAS CITY,MO64171 		  PC SUPPORT FOR 2022-2023 SEASON 15,000

HEARTLAND MEN'S CHORUS

PO BOX 32374
KANSAS CITY,MO64171 		  PC HEARTLAND MEN'S CHORUS SEASON 38 15,000

HELP HOPE LIVE INC

100 MATSON FORD RD SUITE 100
RADNOR,PA19087 		  PC SUPPORT FOR TREVOR JONES CELEBRITY GOLF CLASSIC 10,000

INTERURBAN ARTHOUSE INC

8001 NEWTON STREET
OVERLAND PARK,KS66204 		  PC GENERAL OPERATING SUPPORT FOR FY2024 10,000

JEWEL BALL OF KANSAS CITY MISSOURI

PO BOX 878652
KANSAS CITY,MO641878652 		  PC ADDITIONAL SUPPORT FOR 2023 JEWEL BALL 10,000

JEWEL BALL OF KANSAS CITY MISSOURI

PO BOX 878652
KANSAS CITY,MO641878652 		  PC EVENT SUPPORT FOR 2023 JEWEL BALL 10,000

JEWISH COMMUNITY CENTER

5801 W 115TH STREET
LEAWOOD,KS66211 		  PC EVENT SUPPORT FOR 2023 KC SUPERSTAR 10,000

KANSAS CITY ACTORS THEATRE

PO BOX 414260
KANSAS CITY,MO64141 		  PC GENERAL OPERATING SUPPORT FOR SEASON 19 THEATRE PROGAMMING 10,000

KANSAS CITY AREA YOUTH JAZZ INC

1938 WOODRIDGE DRIVE
LEAVENWORTH,KS66048 		  PC GENERAL OPERATING SUPPORT FOR FY 2023 SEASON 4,000

KANSAS CITY ART INSTITUTE

4415 WARWICK BOULEVARD
KANSAS CITY,MO64111 		  PC KCAI STRATEGIC PLAN AND SPACE USAGE INITIATIVE 50,000

KANSAS CITY ART INSTITUTE

4415 WARWICK BOULEVARD
KANSAS CITY,MO64111 		  PC MATCHING GIFT 2,250

KANSAS CITY ART INSTITUTE

4415 WARWICK BOULEVARD
KANSAS CITY,MO64111 		  PC 2023-2024 KCAI FUND 50,000

KANSAS CITY BALLET

500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		  PC EVENT SUPPORT BALLET BALL BENEFACTOR PARTY 54,569

KANSAS CITY BALLET

500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		  PC EVENT SUPPORT JEFF BENTLEY RETIREMENT DINNER 27,483

KANSAS CITY BALLET

500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		  PC MOVING INTO THE FUTURE ENDOWMENT CAMPAIGN ADDITIONAL SUPPORT 500,000

KANSAS CITY BALLET

500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT FOR 2023-2024 SEASON 750,000

KANSAS CITY BALLET

500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		  PC EVENT SUPPORT FOR THE SUGAR PLUM FAIRY CHILDREN'S BALL 50,000

KANSAS CITY BALLET

500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		  PC CHAIRMAN'S GIFT 50,000

KANSAS CITY BALLET

500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		  PC 2023 NUTCRACKER BALL 65,000

KANSAS CITY BALLET

500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		  PC MOVING INTO THE FUTURE ENDOWMENT CAMPAIGN ADDITIONAL SUPPORT 400,000

KANSAS CITY BALLET

500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		  PC MOVING INTO THE FUTURE ENDOWMENT CAMPAIGN ADDITIONAL SUPPORT 100,000

KANSAS CITY BALLET

500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		  PC MATCHING GIFT 2,400

KANSAS CITY BAROQUE CONSORTIUM

10413 WALROND AVE
KANSAS CITY,MO641371535 		  PC GENERAL OPERATING SUPPORT FOR 2023 FISCAL YEAR 2,500

KANSAS CITY CHAMBER ORCHESTRA

205 W 65TH ST
KANSAS CITY,MO64113 		  PC GENERAL OPERATING SUPPORT FOR THE 2022-2023 CONCERT SEASON 10,000

KANSAS CITY CHAMBER ORCHESTRA

205 W 65TH ST
KANSAS CITY,MO64113 		  PC GENERAL OPERATING SUPPORT FOR THE 2023-2024 CONCERT SEASON 10,000

KANSAS CITY CHORALE

5601 WYANDOTTE STE 412
KANSAS CITY,MO64113 		  PC OPERATING SUPPORT FOR 2023-2024 CONCERT SERIES 30,000

KANSAS CITY FRIENDS OF ALVIN AILEY

1714 EAST 18TH STREET
KANSAS CITY,MO64108 		  PC PROGRAM SUPPORT FOR KANSAS CITY FRIENDS OF ALVIN AILEY'S 2023 AILEYCAMP 25,000

KANSAS CITY GIRLS PREPARATORY ACADEMY

4550 MAIN STREET 227
KANSAS CITY,MO64111 		  PC EVENT SUPPORT FOR LEADING WITH LOVE 25,000

KANSAS CITY GIRLS PREPARATORY ACADEMY

4550 MAIN STREET 227
KANSAS CITY,MO64111 		  PC SUPPORT FOR KANSAS CITY GIRLS PREPATORY ACADEMY 100,000

KANSAS CITY JAZZ ALIVE

3013 MAIN STREET
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT FOR 2023 SEASON 5,000

KANSAS CITY JAZZ ORCHESTRA

300 E 39TH ST LL1H
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT FOR 23-24 SEASON AND GALA 30,000

KANSAS CITY MUSIC TEACHERS ASSOCIATION

16005 W 80TH PLACE
LENEXA,KS66219 		  PC EVENT SUPPORT FOR THE MULTI-PIANO CONCERT, "CARNIVAL OF THE ANIMALS" 1,000

KANSAS CITY PBS

125 E 31ST ST
KANSAS CITY,MO64108 		  PC KCPBS LOCAL ARTS PRODUCTIONS SUPPORT 50,000

KANSAS CITY REPERTORY THEATRE

4825 TROOST AVE STE 101
KANSAS CITY,MO64110 		  PC EVENT SUPPORT FOR 2024 KCREP GALA 10,000

KANSAS CITY REPERTORY THEATRE

4825 TROOST AVE STE 101
KANSAS CITY,MO64110 		  PC KCREPS 2023-24 SEASON OF OPERATIONS 255,000

KANSAS CITY ROSE SOCIETY

5200 PENNSYLVANIA
KANSAS CITY,MO64112 		  PC EVENT SUPPORT FOR WINE & ROSES EVENT 1,000

KANSAS CITY SLUGGERS BASEBALL INC

6721 WEST 121ST ST
OVERLAND PARK,KS66209 		  PC GENERAL OPERATING SUPPORT FOR 2023 SUMMER/FALL 10,000

KANSAS CITY STARLIGHT THEATRE

4600 STARLIGHT RD
KANSAS CITY,MO64132 		  PC UNIQUELY KC: A $39 M CAMPAIGN FOR STARLIGHT 250,000

KANSAS CITY SYMPHONY

1644 WYANDOTTE STREET
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT FOR THE KANSAS CITY SYMPHONY 2023-24 SEASON 400,000

KANSAS CITY SYMPHONY

1644 WYANDOTTE STREET
KANSAS CITY,MO64108 		  PC ADDITIONAL SUPPORT FOR SYMPHONY BALL 25,000

KANSAS CITY SYMPHONY

1644 WYANDOTTE STREET
KANSAS CITY,MO64108 		  PC EVENT SUPPORT FOR 2023 SYMPHONY BALL 75,000

KANSAS CITY YOUNG AUDIENCES

3732 MAIN STREET
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT FOR 2023 35,000

KANSAS CITY YOUNG AUDIENCES

3732 MAIN STREET
KANSAS CITY,MO64111 		  PC EVENT SUPPORT FOR SPIRITS OF FOLLY 15,000

KANSAS CITY ZOO

6800 ZOO DRIVE
KANSAS CITY,MO64132 		  PC EVENT SUPPORT FOR JAZZOO 2023 5,000

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 130,558

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC MATCHING GIFT 1,500

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC MATCHING GIFT 3,750

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 135,220

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 144,546

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC MATCHING GIFT 3,750

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 130,558

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 153,541

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 134,926

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 149,209

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 144,420

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT FOR 2023-24 SEASON 500,000

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 144,546

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC EVENT SUPPORT FOR CELEBRATION EVENT 131,328

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 139,732

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC MATCHING GIFT 1,500

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 149,154

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY
KANSAS CITY,MO64108 		  PC SERIES 2015 BOND INTEREST 139,772

KC CLAY GUILD

200 W 74TH STREET
KANSAS CITY,MO64108 		  PC KC CLAY BUILD CAPITAL CAMPAIGN PHASE I 5,000

KC FRINGE FESTIVAL

PO BOX 415001
KANSAS CITY,MO641415001 		  PC GENERAL OPERATING SUPPORT 12,500

KCUR

4825 TROOST SUITE 202
KANSAS CITY,MO64110 		  PC CLASSICAL KC 2023 EXPANSION OF LOCAL PROGRAMMING AND PARTNERSHIP 25,000

KCUR

4825 TROOST SUITE 202
KANSAS CITY,MO64110 		  PC KCUR SUPPORT FOR 2023 ARTS AND CULTURE REPORTING 25,000

KEMPER MUSEUM OF CONTEMPORARY ART

4420 WARWICK BLVD
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 40,000

LAWRENCE ARTS CENTER

940 NEW HAMPSHIRE
LAWRENCE,KS66044 		  PC MATCHING GIFT 600

LIBERTY COMMUNITY CHORUS

PO BOX 884
LIBERTY,MO640690884 		  PC "THEN SINGS MY SOUL" A CHORAL FESTIVAL 2,000

LIFE UNLIMITED

PO BOX 7499
NORTH KANSAS CITY,MO64116 		  PC EVENT SUPPORT HATS OFF TO MOTHERS 5,000

LYRIC OPERA OF KANSAS CITY

1725 HOLMES STREET
KANSAS CITY,MO64108 		  PC 2023-2024 SEASON AND EDUCATION/COMMUNITY ENGAGEMENT SUPPORT 650,000

LYRIC OPERA OF KANSAS CITY

1725 HOLMES STREET
KANSAS CITY,MO64108 		  PC OUR NEXT ACT CAMPAIGN ADDITIONAL SUPPORT 500,000

MARTY STUART CENTER FOR COUNTRY MUSIC

PO BOX 330
PHILADELPHIA,MS39350 		  PC MATCHING GIFT 7,500

MATTIE RHODES CENTER

148 N TOPPING AVENUE
KANSAS CITY,MO64131 		  PC MATTIE RHODES CENTER CULTURAL ARTS 10,000

MCMASTER UNIVERSITY

GILMOUR HALL ROOM 238 1280 MAIN
STREET WEST
HAMILTON,ONTARIOL8S 4L8
CA 		  PC SUPPORT FOR SCHOOL OF ARTS PROGRAMMING AND ENHANCEMENTS 500,000

MEDICAL MISSIONS FOUNDATION

8363 MELROSE DRIVE
LENEXA,KS66214 		  PC EVENT SUPPORT FOR ANNUAL GOLF TOURNAMENT 1,800

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY10028 		  PC FRIENDS OF COSTUME INSTITUTE MEMBERSHIP RENEWAL 10,000

MID-AMERICA ARTS ALLIANCE

2018 BALTIMORE AVENUE
KANSAS CITY,MO64108 		  PC SUPPORT AND STRENGTHENING THE ARTS COMMUNITY IN KANSAS CITY IN FY24 10,000

MOVING ARTS

4220 MERCIER
KANSAS CITY,MO64111 		  PC SPECIAL ARTISTIC SUPPORT FOR 2023 SEASON 10,000

MUSIC THEATER HERITAGE INC

2450 GRAND SUITE 301
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT FOR MTH'S 2023 SEASON 20,000

THE NATIONAL MUSEUM OF TOYS AND MINIATURES

5235 OAK STREET
KANSAS CITY,MO64112 		  PC SUPPORT FOR THE NATIONAL EXCELLENCE AND COMMUNITY IMPACT CAMPAIGN 50,000

NATIONAL WORLD WAR I MUSEUM AND MEMORIAL

2 MEMORIAL DRIVE
KANSAS CITY,MO64108 		  PC EVENT SUPPORT NIGHT AT THE TOWER 2,500

NATIONAL WORLD WAR I MUSEUM AND MEMORIAL

2 MEMORIAL DRIVE
KANSAS CITY,MO64108 		  PC MATCHING GIFT 1,875

THE NATIVE SONS & DAUGHTERS OF GREATER KANSAS CITY

PO BOX 25513
KANSAS CITY,MO641195513 		  PC EVENT SUPPORT FOR 2023 OUSTANDING KANSAS CITIAN GALA 5,000

THE NELSON-ATKINS MUSEUM OF ART

4525 OAK STREET
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT FOR FISCAL YEAR 2024 150,000

THE NELSON-ATKINS MUSEUM OF ART

4525 OAK STREET
KANSAS CITY,MO64111 		  PC MATCHING GIFT 960

THE NEW YORK BOTANICAL GARDEN

2950 SOUTHERN BLVD
BRONX,NY104585126 		  PC EVENT SUPPORT FOR ORCHID DINNER 50,000

THE NEW YORK BOTANICAL GARDEN

2950 SOUTHERN BLVD
BRONX,NY104585126 		  PC EVENT SUPPORT FOR THE CONSERVATORY BALL 50,000

NONPROFIT CONNECT

125 E 31ST STREET SUITE 100
KANSAS CITY,MO64108 		  PC EVENT SUPPORT OF NONPROFIT CONNECT AWARDS LUNCHEON 10,000

NORTHEAST COMMUNITY CENTER

544 WABASH AVE
KANSAS CITY,MO64124 		  PC BUILDING HARMONY IN KANSAS CITY! 16,500

OWENCOX DANCE GROUP

4220 MERCIER STREET
KANSAS CITY,MO64111 		  PC 2023-2024 PERFORMANCE SEASON AND EDUCATIONAL PROGRAM 17,500

PAC HOLDING INC

4801 ROCKHILL ROAD
KANSAS CITY,MO64110 		  PC GENERAL OPERATING GRANT 160,000

PAC HOLDING INC

4801 ROCKHILL ROAD
KANSAS CITY,MO64110 		  PC GENERAL OPERATING GRANT 5,000

PARK UNIVERSITY

8700 NW RIVER PARK DRIVE
PARKVILLE,MO64152 		  PC GENERAL OPERATING SUPPORT FOR PARK UNIVERSITY'S ICM 15,000

THE PEMBROKE HILL SCHOOL

400 WEST 51ST STREET
KANSAS CITY,MO64112 		  PC MATCHING GIFT 6,750

THE PEMBROKE HILL SCHOOL

400 WEST 51ST STREET
KANSAS CITY,MO64112 		  PC MATCHING GIFT 4,500

PET RESOURCE CENTER OF KANSAS CITY

1116 E 59TH STREET
KANSAS CITY,MO64110 		  PC MATCHING GIFT 1,500

PHALEN LEADERSHIP ACADEMY-INDIANA INC

1001 MARINA DRIVE 410
QUINCY,MA02171 		  PC ART AS EMPOWERMENT 100,000

PHOENIX FAMILY

3908 WASHINGTON STREET
KANSAS CITY,MO64111 		  PC MATCHING GIFT 900

POWELL GARDENS INC

1609 NW US HIGHWAY 50
KINGSVILLE,MO64061 		  PC POWELL GARDENS 2023 ARTS PROGRAMMING 25,000

PUPPETRY ARTS INSTITUTE

11025 E WINNER ROAD
INDEPENDENCE,MO64052 		  PC OPERATING SUPPORT FOR THREE PUPPET SHOWS AND PUPPET PAINTING WORKSHOPS 3,000

SPINNING TREE THEATRE

PO BOX 8647
KANSAS CITY,MO64114 		  PC GENERAL OPERATING SUPPORT FOR 2022-23 SEASON 7,500

SPINNING TREE THEATRE

PO BOX 8647
KANSAS CITY,MO64114 		  PC GENERAL OPERATING SUPPORT FOR 2023-24 SEASON 7,500

SPIRE CHAMBER ENSEMBLE

9101 N AMBASSADOR DR 1104
KANSAS CITY,MO641547279 		  PC GENERAL OPERATING SUPPORT FOR 2023-24 SEASON 10,000

ST LUKE'S MID AMERICA HEART INSTITUTEMURIEL I KAUFFMAN WOMEN'S HEART CTR

901 E 104TH STREET
KANSAS CITY,MO64131 		  PC EVENT SUPPORT FOR HEARTLAND GALA 50,000

ST LUKE'S MID AMERICA HEART INSTITUTEMURIEL I KAUFFMAN WOMEN'S HEART CTR

901 E 104TH STREET
KANSAS CITY,MO64131 		  PC SAINT LUKE'S MURIEL I. KAUFFMAN WOMEN'S HEART CENTER 100,000

ST PATRICK CATHOLIC CHURCH

1086 NORTH 94TH STREET
KANSAS CITY,MO661121514 		  PC MATCHING GIFT 600

THE CULTURE HOUSE INC

14808 W 117TH ST
OLATHE,KS66062 		  PC GENERAL OPERATING SUPPORT TO CULTURE HOUSE PROGRAMS 23-24 SEASON 20,000

SYMPHONY IN THE FLINT HILLS INC

331 BROADWAY PO BOX 370
COTTONWOOD FALLS,MO66845 		  PC SUPPORT FOR THE 2023 SYMPHONY IN THE FLINT HILLS SIGNATURE EVENT 7,500

TE DEUM

3501 CAMPBELL ST
INDEPENDENCE,MO641092398 		  PC GENERAL OPERATING SUPPORT FOR TE DEUMS 16TH ANNIVERSARY SEASON 2,500

UF HEALTH SHANDS (UF FOUNDATION)

PO BOX 100386
GAINESVILLE,FL32610 		  PC MATCHING GIFT 7,500

UF HEALTH SHANDS (UF FOUNDATION)

PO BOX 100386
GAINESVILLE,FL32610 		  PC MATCHING GIFT 3,000

UMKC CONSERVATORY

4949 CHERRY ST RM 413
KANSAS CITY,MO64110 		  PC OPERATING/PROGRAM SUPPORT 2023-2024 162,750

UMKC CONSERVATORY

4949 CHERRY ST RM 413
KANSAS CITY,MO64110 		  PC EVENT SUPPORT FOR CRESCENDO 2023 50,000

UNICORN THEATRE

3828 MAIN STREET
KANSAS CITY,MO64111 		  PC UNICORN THEATRE'S 50TH ANNIVERSARY FUND OUR FUTURE CAMPAIGN 75,000

UNICORN THEATRE

3828 MAIN STREET
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT FOR THE 2023-24 SEASON 40,000

UNITED WE

2100 CENTRAL ST 11E
KANSAS CITY,MO64108 		  PC MATCHING GIFT 750

UNIVERSITY ACADEMY FOUNDATION

8080 WARD PARKWAY
KANSAS CITY,MO64114 		  PC MEMORIAL GIFT FOR MR. BUSH HELZBERG 2,500

UNIVERSITY OF MISSOURI - KANSAS CITY

5110 CHERRY STREET
KANSAS CITY,MO64110 		  PC EVENT SUPPORT FOR 2023 ENTREPRENEUR OF THE YEAR AWARDS 2,500

WHAT IF PUPPETS

300 E 39TH AVE SUITE LL2D
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT AND NEW SHOW DEVELOPMENT/PRODUCTION 25,000

WILLIAM BAKER CHORAL FOUNDATION

5450 BUENA VISTA STREET SUITE 100
ROELAND PARK,MO66205 		  PC GENERAL OPERATING SUPPORT FOR 2023-24 SEASON 4,000

WILLIAM JEWELL COLLEGE HARRIMAN-JEWELL SERIES

500 COLLEGE HILL CAMPUS BOX 1015
LIBERTY,MO64068 		  PC 2023-2024 SEASON OF GREAT PERFORMANCES 210,000

WILLIAM JEWELL COLLEGE HARRIMAN-JEWELL SERIES

500 COLLEGE HILL CAMPUS BOX 1015
LIBERTY,MO64068 		  PC EVENT SUPPORT FOR PRELUDE 10,000

WILLIAM JEWELL COLLEGE HARRIMAN-JEWELL SERIES

500 COLLEGE HILL CAMPUS BOX 1015
LIBERTY,MO64068 		  PC SUPPORT OF 80TH ANNUAL ACHIEVEMENT DAY DINNER AND CELEBRATION EVENT 10,000

WORNALLMAJORS HOUSE MUSEUMS

6115 WORNALL ROAD
KANSAS CITY,MO64113 		  PC BUDS & SUDS GARDEN PARTY 2,500

YOUTH CHORUS OF KANSAS CITY

7936 HOLMES
KANSAS CITY,MO64131 		  PC YOUTH CHORUS OF KANSAS CITY GENERAL OPERATING SUPPORT FOR 2023-24 SEASON 7,500

YOUTH SYMPHONY OF KANSAS CITY

1111 W 39TH STREET SUITE A128
KANSAS CITY,MO64111 		  PC CELEBRATING 65! SUPPORT FOR ORCHESTRAL EDUCATION & TUITION ASSISTANCE 40,000
Total .................................right arrow 3a 10,119,072
bApproved for future payment

UMKC CONSERVATORY
5301 CHARLOTTE ST
KANSAS CITY,MO64110 		  PC PERFORMING ARTS CENTER EXPANSION & RENOVATION PROJECT 10,000,000

KANSAS CITY BALLET
500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		  PC ENDOWMENT CAMPAIGN 1,000,000

LYRIC OPERA OF KANSAS CITY
1725 HOLMES STREET
KANSAS CITY,MO64108 		  PC ENDOWMENT CAMPAIGN 1,500,000

WILLIAM JEWELL COLLEGE HARRIMAN-JEWELL SERIES
500 COLLEGE HILL CAMPUS BOX 1015
LIBERTY,MO64068 		  PC GENERAL OPERATING SUPPORT 420,000

NORTHEAST COMMUNITY CENTER
544 WABASH AVE
KANSAS CITY,MO64124 		  PC CRESCENDO: A CAPITAL CAMPAIGN 50,000
Total ................................. right arrow 3b 12,970,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 4,549,322  
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 .....     18 3,963  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 19,896,762  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 24,450,047 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
24,450,047
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
Yes
 
(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
1a(1) 465,000 PAC DEVELOPMENT INC CASH FOR GENERAL OPERATIONS
1a(1) 165,000 PAC HOLDING INC CASH FOR GENERAL OPERATIONS
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
PAC DEVELOPMENT INC 501(C)(2) MMKF IS CONTROLLING ENTITY
PAC HOLDING INC 501(C)(2) MMKF IS CONTROLLING ENTITY
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MURIEL MCBRIEN KAUFFMAN FAMILY
 
FOUNDATION
EIN:
43-1460787
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RUBINBROWN 0 0 0 0
KELLER & OWENS 19,078 9,539 0 9,539

TY 2023 InvestmentsOtherSchedule2
Name:
MURIEL MCBRIEN KAUFFMAN FAMILY
 
FOUNDATION
EIN:
43-1460787
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD ST INVESTMENT GRADE FUND AT COST 5,079,657 5,181,906
OAKMARK GLOBAL FUND AT COST 13,894,952 16,286,734
ROCKEFELLER AT COST 11,076,973 15,356,643
FIRST EAGLE GLOBAL FUND AT COST 11,775,167 13,918,845
VANGUARD MATERIALS INDEX FUND AT COST 1,921,241 4,420,609
SPROTT GOLD FUND AT COST 5,236,733 3,824,503
WELLS SELECT EQUITY AT COST 10,134,721 12,101,489
FIDELITY FLOATING RATE HIGH INC. FUND AT COST 4,890,092 5,015,035
VANGUARD RUSSELL 1000 GROWTH INDEX FUND AT COST 6,032,852 19,111,699
WASATCH EMERGING MARKETS SELECT FUND AT COST 6,629,972 11,164,215
VANGUARD SMALL CAP VALUE INDEX FUND AT COST 8,260,895 8,710,402
VANGUARD SHORT TERM INV GR FUND - DEFEASANCE AT COST 72,818,870 72,866,453
FIDELITY FLOATING RATE HIGH INC FUND - DEFEASANCE AT COST 2 2
GREAT POINT DEVELOPERS AT COST 0 29,403
COMMONFUND VENTURE PARTNERS VI AT COST 0 858
COMMONFUND X AT COST 0 5,805,616
COMMONFUND XII AT COST 3,539,214 6,227,131
COMMONFUND XIII AT COST 2,643,290 3,706,058
COMMONFUND XIV AT COST 1,212,103 1,035,143
COMMONFUND XV AT COST 0 4,335
TIFF REAL ESTATE PARTNERS II AT COST 355,766 122,204
TIFF PARTNERS V-US AT COST 0 60,856
VENROCK ASSOCIATES III L.P. AT COST 1,101,390 40,538
VENROCK ASSOCIATES IV L.P. AT COST 0 503,591
VENROCK ASSOCIATES V L.P. AT COST 0 607,787
VENROCK ASSOCIATES VII L.P. AT COST 2,293,404 11,813,472
VENROCK ASSOCIATES VIII L.P. AT COST 3,406,667 6,263,604
VENROCK ASSOCIATES IX L.P. AT COST 2,040,000 2,102,631
VENROCK HEALTHCARE PARTNERS, LP AT COST 0 32,797
VENROCK HEALTHCARE PARTNERS II, LP AT COST 0 940,311
VENROCK HEALTHCARE PARTNERS III, LP AT COST 1,868,749 6,606,057
VENROCK HEALTHCARE EG, LP AT COST 5,000,000 6,720,413
VENROCK OPPORTUNITIES FUND AT COST 1,320,000 1,268,465
MIT PRIVATE EQUITY FUND IV, LP AT COST 0 203,811
SIGULER GUFF OPPORTUNITY FUND III, LP AT COST 0 536,512
CORNUCOPIA ARTS, LP AT COST 1,250,000 10
LOAN TO CORNUCOPIA ARTS, LP AT COST 250,000 0
LOAN TO CID AT COST 2,520,091 0
INVENIRE CAPITAL AT COST 13,000,000 18,825,565
OAKTREE SPECIAL SITUATIONS FUND II, LP AT COST 5,342,076 11,654,409
OAKTREE SPECIAL SITUATIONS FUND III, LP AT COST 2,500,000 2,550,496
OAKTREE OPPORTUNITIES FUND XI, LP AT COST 4,226,516 5,035,260
CENTRALIS PARTNERS, LP AT COST 6,000,000 8,005,005
ARES CLO FUND III AT COST 7,016,026 8,607,395
GUILFORD CREDIT CAPITAL AT COST 8,264,084 11,010,406
ARES PBN AT COST 10,000,002 11,108,486

TY 2023 LegalFeesSchedule
Name:
MURIEL MCBRIEN KAUFFMAN FAMILY
 
FOUNDATION
EIN:
43-1460787
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LATHROP & GAGE LC 2,657 0 0 2,657


TY 2023 OtherAssetsSchedule
Name:
MURIEL MCBRIEN KAUFFMAN FAMILY
 
FOUNDATION
EIN:
43-1460787
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT IN PAC HOLDING, INC 13,051,274 13,051,274 13,051,274
INVESTMENT IN PAC DEVELOPMENT 13,187,499 13,652,500 11,848,457


TY 2023 OtherExpensesSchedule
Name:
MURIEL MCBRIEN KAUFFMAN FAMILY
 
FOUNDATION
EIN:
43-1460787
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 157,647 2,299,455 0 158,084


TY 2023 OtherIncomeSchedule2
Name:
MURIEL MCBRIEN KAUFFMAN FAMILY
 
FOUNDATION
EIN:
43-1460787
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 3,963 1,338,060 0


TY 2023 OtherProfessionalFeesSchedule
Name:
MURIEL MCBRIEN KAUFFMAN FAMILY
 
FOUNDATION
EIN:
43-1460787
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 788,223 352,833 0 435,390


TY 2023 TaxesSchedule
Name:
MURIEL MCBRIEN KAUFFMAN FAMILY
 
FOUNDATION
EIN:
43-1460787
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES 378,487 12,388 0 12,388