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
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 12-01-2022 , and ending 11-30-2023
Name of foundation
THE DREISESZUN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 12545
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OVERLAND PARK, KS66282
A Employer identification number

48-1021776
B Telephone number (see instructions)

(816) 898-3509
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$121,631,361J 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) 15,963,609
2 Check right arrow.............
3 Interest on savings and temporary cash investments 595,780 595,780  
4 Dividends and interest from securities... 3,765,368 3,765,368  
5a Gross rents............ 292,996 292,996  
b Net rental income or (loss) 292,996
6a Net gain or (loss) from sale of assets not on line 10 -593,876
b Gross sales price for all assets on line 6a 46,088,139
7 Capital gain net income (from Part IV, line 2)... 0
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
386,778 386,778  
12 Total. Add lines 1 through 11........ 20,410,655 5,040,922  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
12,178 12,178   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,840 25,070   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
318,251 318,251   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
85,495 10,495   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
42,590 42,040   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 484,354 408,034   0
25 Contributions, gifts, grants paid....... 5,300,167 5,300,167
26 Total expenses and disbursements. Add lines 24 and 25 5,784,521 408,034   5,300,167
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,626,134
b Net investment income (if negative, enter -0-) 4,632,888
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 7,941,887 3,556,840 3,556,840
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) 2,995,890 Click to see attachment
List of Attached Documents:
// Content
997,031 		1,014,120
b Investments—corporate stock (attach schedule)....... 14,632,625 Click to see attachment
List of Attached Documents:
// Content
14,611,523 		17,399,686
c Investments—corporate bonds (attach schedule)....... 8,018,981 Click to see attachment
List of Attached Documents:
// Content
8,018,980 		7,862,200
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).......... 62,328,672 Click to see attachment
List of Attached Documents:
// Content
84,599,557 		91,798,515
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 95,918,055 111,783,931 121,631,361
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
9,235 		Click to see attachment
List of Attached Documents:
// Content
9,587
23 Total liabilities (add lines 17 through 22)......... 9,235 9,587
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........ 95,908,820 95,908,820
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 15,865,524
29 Total net assets or fund balances (see instructions)..... 95,908,820 111,774,344
30 Total liabilities and net assets/fund balances (see instructions). 95,918,055 111,783,931
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
95,908,820
2
Enter amount from Part I, line 27a .....................
2
14,626,134
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,239,390
4
Add lines 1, 2, and 3 ..........................
4
111,774,344
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
111,774,344
Form 990-PF (2022)
Form 990-PF (2022)
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 FROM K-1-NH TACTICAL VALUE FEEDER (BLOCKED AIV) OTHER INCOME P   2023-11-30
b FROM K-1 - NORTH HAVEN EXPANSION EQUITY OFFSHORE FEEDER LP P   2023-11-30
c FROM K-1-NH TV FEEDER FD LP-LTCG P   2023-11-30
d FROM K-1-NH TV FEEDER FD LP-1256 GAIN-STCG P   2023-11-30
e MS CI CALL INDXS 6200 23MH09 P 2021-03-05 2023-03-09
US TSY NOTE 2500 23MH31 P 2022-06-16 2023-03-31
US TSY NOTE 2625 23JN30 P 2022-06-16 2023-06-30
US TSY NOTE 2875 23SP30 P 2022-06-16 2023-10-03
FEDERATED HERMES GOVT OBL PRM P 2023-04-03 2023-05-22
FEDERATED HERMES GOVT OBL PRM P 2023-04-03 2023-05-24
FEDERATED HERMES GOVT OBL PRM P 2023-04-03 2023-05-25
FEDERATED HERMES GOVT OBL PRM P 2023-06-08 2023-07-06
FEDERATED HERMES GOVT OBL PRM P 2023-06-08 2023-09-19
FEDERATED HERMES GOVT OBL PRM P 2023-06-08 2023-11-16
FEDERATED HERMES GOVT OBL PRM P   2023-11-20
FEDERATED HERMES GOVT OBL PRM P   2023-11-21
FEDERATED HERMES GOVT OBL PRM P   2023-11-22
30000 SHS ISHARES 7-10 YR TREASRY BD ETF P 2022-09-19 2023-02-22
114676.683 SHS JANUS HENDERSON DEV WORLD BD I P   2022-12-28
87675.098 SHS MSIF ULTRA-SHORT INCOME IR P   2023-02-22
2252.252 SHS COHEN & STEERS PREF SEC&INC I P 2022-09-21 2023-03-22
US TSY NOTE 0125 23MH31 P 2022-11-30 2023-03-31
41139.932 SHS GUGGENHEIM FLOATING RT STRAT I P 2022-09-19 2023-05-09
US TSY NOTE 0125 23MY31 P   2023-05-31
582293.243 SHS JANUS HENDERSON MLT SEC INC I P   2023-06-08
US TSY NOTE 0125 23JL31 P 2022-11-30 2023-07-31
10101.010 SHS GOLDMAN SACHS CORE FIX INC I P 2023-06-08 2023-09-20
US TSY NOTE 0250 23SP30 P 2022-11-30 2023-10-03
1699 SHS LIGHTSPEED COMMERC INC SUB VTG P 2020-05-15 2023-11-16
5753.138SHS BLACKROCK FLOATING RT INC INST P   2023-02-23
103032.949 SHS BLACKROCK FLOATING RT INC INST P   2023-05-09
62180 SHS BLACKROCK FLT RTE INC STRAT FD P   2023-05-10
3620 SHS BLACKROCK FLT RTE INC STRAT FD P   2023-05-09
260666.555 SHS PGIM ABSOLUTE RETURN BOND Z P   2023-05-16
80536.474 SHS GUGGENHEIM FLOATING RT STRAT I P   2023-05-09
FROM K-1-NH TV FEEDER FD LP-1256 GAIN-LTCG P   2023-11-30
GSO PRIVATE INVESTORS OFFSHORE II P   2023-11-30
SILVER LAKE PARTNERS IV P   2023-11-30
FROM K-1 - POTOMAC EAST L.P. - 1231 GAIN P   2023-11-30
CAPITAL GAINS DIVIDENDS P    
(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 134     134
b 284     284
c 1,403     1,403
d 1,169     1,169
e 2,000,000   2,000,000 0
1,000,000   999,203 797
1,000,000   997,484 2,516
1,000,000   999,203 797
1,028,835   1,028,835 0
18,500   18,500 0
7,801   7,801 0
3,000,000   3,000,000 0
160,000   160,000 0
900,000   900,000 0
3,000,000   3,000,000 0
350,000   350,000 0
25,000   25,000 0
2,867,949   2,952,879 -84,930
865,809   1,127,341 -261,532
874,997   874,124 873
25,000   25,000 0
2,975,000   2,976,818 -1,818
987,358   983,656 3,702
6,016,000   6,018,115 -2,115
4,932,024   4,936,483 -4,459
2,975,000   2,976,559 -1,559
90,000   91,636 -1,636
2,975,000   2,976,818 -1,818
26,708   21,102 5,606
55,000   55,044 -44
978,813   974,658 4,155
724,416   819,634 -95,218
42,291   47,726 -5,435
2,299,079   2,495,942 -196,863
1,932,875   2,000,000 -67,125
1,754     1,754
2,150     2,150
96,570     96,570
842,454   842,454 0
8,766     8,766
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       134
b       284
c       1,403
d       1,169
e       0
      797
      2,516
      797
      0
      0
      0
      0
      0
      0
      0
      0
      0
      -84,930
      -261,532
      873
      0
      -1,818
      3,702
      -2,115
      -4,459
      -1,559
      -1,636
      -1,818
      5,606
      -44
      4,155
      -95,218
      -5,435
      -196,863
      -67,125
      1,754
      2,150
      96,570
      0
      8,766
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 -593,876
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
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 64,397
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 64,397
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 64,397
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 100,251
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 150,251
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 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 85,854
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow85,854 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO, KS
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMRS DEBBIE PATE Telephone no.right arrow (816) 898-3509

Located atright arrowP O BOX 12545OVERLAND PARKKS ZIP+4right arrow66282
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 2022, 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
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
3b
 
No
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
MRS HELENE ABRAHAMS CO-TRUSTEE
1.00 		0 0 0
P O BOX 12545
OVERLAND PARK,KS66282
MRS BROOKE LEVY CO-TRUSTEE
1.00 		0 0 0
P O BOX 12545
OVERLAND PARK,KS66282
MRS ERICA FISHER CO-TRUSTEE
1.00 		0 0 0
P O BOX 12545
OVERLAND PARK,KS66282
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A - ALL CONTRIBUTIONS ARE CASH CONTRIBUTIONS PAID DIRECTLY TO CHARITABLE ORGANIZATIONS. 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
110,342,780
b
Average of monthly cash balances.......................
1b
6,420,287
c
Fair market value of all other assets (see instructions)................
1c
3,481,674
d
Total (add lines 1a, b, and c).........................
1d
120,244,741
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
120,244,741
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,803,671
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
118,441,070
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,922,054
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
5,922,054
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
64,397
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
64,397
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,857,657
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,857,657
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
5,857,657
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
5,300,167
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
5,300,167
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 5,857,657
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 4,907,618
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 5,300,167
a Applied to 2021, but not more than line 2a 4,907,618
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 2022 distributable amount..... 392,549
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		5,465,108
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, 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) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
MRS HELENE ABRAHAMS
MRS BROOKE LEVY
MRS ERICA FISHER
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:
MRS DEBBIE PATE
P O BOX 12545
OVERLAND PARK,KS66282
(816) 898-3509
bThe form in which applications should be submitted and information and materials they should include:
BRIEF LETTER FORMAT STATING GENERAL NATURE, GOALS AND PURPOSE OF REQUESTING ORGANIZATION.
cAny submission deadlines:
SUBMISSION SHOULD BE MADE BY NOVEMBER 30TH FOR REQUEST FOR FUNDS FOR THE NEXT FISCAL YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS EXCEPT THAT THE ORGANIZATION IS TAX-EXEMPT UNDER IRS 501(C)(3).
Form 990-PF (2022)
Form 990-PF (2022)
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

AMERICAN RED CROSS

6601 WINCHESTER
KANSAS CITY,MO64133 		N/A TAX-EXEMPT CHARITY PREVENTS AND ALLEVIATES HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS 100,000

ALLIES FOR EVERY CHILD

5721 W SLAUSON AVE 140
CULVER CITY,CA90230 		N/A TAX-EXEMPT CHARITY TO BRING TOGETHER AND STRENGTHEN FAMILIES, CULTIVATING CONDITIONS FOR CHILDREN TO SUCCEED IN LIFE 10,000

CEDARS SINAI MEDICAL CENTER

8700 BEVERLY BLVD
LOS ANGELES,CA90048 		N/A TAX-EXEMPT CHARITY TO SERVE THE DIVERSE LOS ANGELES COMMUNITY AND BEYOND. WITH YOUR SUPPORT, WE CAN CONTINUE TO PIONEER LIFESAVING MEDICAL RESEARCH AND OFFER EDUCATION PROGRAMS THAT DEFINE THE FUTURE OF HEALTHCARE 22,000

CHILDREN CRISIS ARIZONA

817 N COUNTRY CLUB DRIVE
MESA,AZ85201 		N/A TAX-EXEMPT CHARITY TO PROVIDE CHILDREN AND YOUTH IN ARIZONA A SAFE ENVIRONMENT, FREE FROM ABUSE AND NEGLECT, BY CREATING STRONG AND SUCCESSFUL FAMILIES 5,000

CHILDRENS HOSPITAL LA

4650 SUNSET BLVD
LOS ANGELES,CA90027 		N/A TAX-EXEMPT CHARITY CARING FOR CHILDREN, TEENS, YOUNG ADULTS AND FAMILIES, MAKING DISCOVERIES AND ADVANCES THAT ENHANCE HEALTH AND SAVE LIVES, TRAINING THOSE WHO WILL BE THE FUTURE OF CHILD HEALTH AND SUPPORTING OUR COMMUNITIES, ESPECIALLY UNDERSERVED POPULATIONS 17,000

BETH TEFILLAH

6529 E SHEA BLVD
SCOTTSDALE,AZ85254 		N/A TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 205,000

CREATIVE VISIONS

18820 PACIFIC COAST HIGHWAY SUITE
201
MALIBU,CA90265 		N/A TAX-EXEMPT CHARITY SUPPORT CREATIVE ACTIVISTS IN DEVELOPING POWERFUL IMPACT MEDIA THAT SHIFTS CULTURE, HEARTS AND MINDS 50,000

CULTIVATING CAMBODIA

2472 PATTERSON RD UNIT 1
GRAND JUNCTION,CO81505 		N/A TAX-EXEMPT CHARITY TO EMPOWER CAMBODIAN YOUTH THROUGH EDUCATION AND IMPROVE ACCESS TO QUALITY DENTAL AND HEALTH CARE SERVICE 10,000

CHARLIE'S HOUSE

2425 CAMPBELL ST
KANSAS CITY,MO64108 		N/A TAX-EXEMPT CHARITY PARTICIPATES IN AND SPONSORS COMMUNITY-WIDE EVENTS TO PROVIDE HOME SAFETY INFORMATION. 55,000

CHILDREN'S HOSPITAL COLORADO FOUNDATION

13123 E 16TH AVE
AURORA,CO80045 		N/A TAX-EXEMPT CHARITY PROVIDE SUPPORT TO EVERY CHILD WHO NEEDS TREATMENT 75,000

HEADSTRONG FOUNDATION

330 MACDADE BLVD 2
WOODLYN,PA19094 		N/A TAX-EXEMPT CHARITY TO OFFER FINANCIAL, RESIDENTIAL, AND EMOTIONAL SUPPORT TO FAMILIES AFFECTED BY CANCER 2,500

HONORHEALTH FOUNDATION

8125 HAYDEN RD
SCOTTSDALE,AZ85258 		N/A TAX-EXEMPT CHARITY TO STRENGTHEN AND ADVANCE THE MISSION OF HONORHEALTH THROUGH PHILANTHROPY. THE FOUNDATION HELPS THOSE WHO WANT TO HAVE AN IMPACT ON THE QUALITY OF HEALTHCARE IN THEIR COMMUNITY TO MAKE THAT IMPACT WITH A CHARITABLE GIFT 20,000

JENESSE CENTER

PO BOX 8476
LOS ANGELES,CA90008 		N/A TAX-EXEMPT CHARITY TO RESTORE FAMILIES IMPACTED BY DOMESTIC AND SEXUAL VIOLENCE THROUGH HOLISTIC, TRAUMA INFORMED, CULTURALLY RESPONSIVE SERVICES, AND ADVANCE PREVENTION INITIATIVES THAT FOSTER AND SUSTAIN HEALTHY, VIOLENCE FREE COMMUNITIES 5,000

HERO THEATRE

720 KOHLER ST
LOS ANGELES,CA90021 		N/A TAX-EXEMPT CHARITY SEEK TO USE ART TO MODEL AND BRING ABOUT SOCIAL PROGRESS AND EXAMINE CLASSICAL AND CONTEMPORARY WORKS, ENSURING THAT EQUITY, DIVERSITY AND INCLUSION REMAIN AT THE FOREFRONT 10,000

JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX

12701 N SCOTTSDALE RD 202
SCOTTSDALE,AZ85254 		N/A TAX-EXEMPT CHARITY ENABLES CHANGE, PROMOTES INNOVATION, PROVIDES EMOTIONAL AND FINANCIAL SUPPORT, CONNECTS JEWS TO THEIR IDENTITY AND HELPS COMMUNITY MEMBERS IN TIMES OF JOY, STRUGGLE, AND HARDSHIPS. 10,000

JEWISH FAMILY SERVICES OF COLORADO

3201 S TAMARAC DR
DENVER,CO80231 		N/A TAX-EXEMPT CHARITY IMPROVING THE LIVES OF INDIVIDUALS AND FAMILIES IN NEED THROUGHOUT COLORADO BY TAKING AN INTEGRATED APPROACH TO DELIVERING COMPREHENSIVE SUPPORT SERVICES 25,000

JEWISH FAMILY SERVICES OF PHOENIX

4747 N 7TH ST SUITE 100
PHOENIX,AZ85014 		N/A TAX-EXEMPT CHARITY STRENGTHENING THE COMMUNITY BY PROVIDING BEHAVIORAL HEALTH, HEALTHCARE AND SOCIAL SERVICES TO ALL AGES, FAITHS AND BACKGROUNDS 5,000

CROSSROADS SCHOOL

1714 21ST ST
SANTA MONICA,CA90404 		N/A TAX-EXEMPT CHARITY URBAN SCHOOL WITH A FOUNDING COMMITMENT TO THE "GREATER COMMUNITY." 200,000

JEWISH FREE LOAN

12701 N SCOTTSDALE RD SUITE 206
SCOTTSDALE,AZ85254 		N/A TAX-EXEMPT CHARITY OFFERS INTEREST-FREE LOANS ON A NON-SECTARIAN BASIS TO INDIVIDUALS AND FAMILIES WHOSE NEEDS ARE URGENT AND WHO MAY NOT QUALIFY THROUGH NORMAL FINANCIAL CHANNELS 20,000

CRAYON COLLECTION

722 PIER AVE
SANTA MONICA,CA90401 		N/A TAX-EXEMPT CHARITY TO INSPIRE A COMMITMENT TO ENVIRONMENTAL CONSCIOUSNESS AND THE INFUSION OF ART EDUCATION IN UNDERFUNDED SCHOOLS 75,000

JEWISH NATIONAL FUND

42 EAST 69TH STREET
NEW YORK,NY10021 		N/A TAX-EXEMPT CHARITY TO BRING AN ENHANCED QUALITY OF LIFE TO ALL OF ISRAEL'S RESIDENTS AND TRANSLATE THESE ADVANCEMENTS TO THE WORLD BEYOND. JNF IS "GREENING" THE DESERT WITH MILLIONS OF TREES, BUILDING THOUSANDS OF PARKS ACROSS ISRAEL, CREATING NEW COMMUNITIES AND CITIES FOR GENERATIONS OF ISRAELIS TO CALL HOME, BOLSTERING ISRAEL'S WATER SUPPLY, HELPING DEVELOP INNOVATIVE ARID AGRICULTURE TECHNIQUES AND EDUCATING BOTH YOUNG AND OLD ABOUT THE FOUNDING AND IMPORTANCE OF ISRAEL AND ZIONISM 325,000

FIRST PLACE ARIZONA

3001 N 3RD ST
PHOENIX,AZ85012 		N/A TAX-EXEMPT CHARITY PROMOTES INDEPENDENT LIVING & IMPROVING QUALITY OF LIFE FOR ADULTS WITH AUTISM, ASPERGER'S, DOWN SYNDROME & MORE 100,000

JUSTA CENTER

1001 W JEFFERSON ST
PACIFIC PALISADES,AZ85007 		N/A TAX-EXEMPT CHARITY PROVIDES LIFE-SUSTAINING RESOURCES, SERVICES, AND SUPPORT TO ASSIST HOMELESS SENIORS ON THEIR PATH BACK TO HOUSING, AND SUPPORTIVE SERVICES TO HELP PREVENT SENIORS FROM BECOMING HOMELESS 5,000

IAN'S FRIENDS FOUNDATION

855 MARSEILLES DR
ATLANTA,GA30327 		N/A TAX-EXEMPT CHARITY TO FUND INNOVATIVE RESEARCH FOCUSED ON THE IMMEDIATE NEED TO DEVELOP GROUNDBREAKING THERAPEUTIC METHODOLOGIES TO TREAT AND CURE PEDIATRIC BRAIN TUMORS 19,100

HARRY TRUMAN GOOD NEIGHBOR AWARD FOUNDATION

PO BOX 755
SHAWNEE MISSION,KS66201 		N/A TAX-EXEMPT CHARITY STRIVE TO IMPROVE AND FOSTER FRIENDLY RELATIONS AMONG ALL NATIONS, RACES, AND RELIGIONS. PROMOTE THE QUALITIES OF GOOD CITIZENSHIP, PATRIOTISM, PUBLIC SERVICE, COURAGE, AND SELF-RELIANCE OF HARRY S. TRUMAN 11,000

KEHILATH ISRAEL SYNAGOGUE

10501 CONSER
OVERLAND PARK,KS66212 		N/A TAX-EXEMPT CHARITY COMMUNITY SYNAGOGUE 10,000

KEHILLAT ISRAEL

16019 SUNSET BLVD
PACIFIC PALISADES,CA90272 		N/A TAX-EXEMPT CHARITY SYNAGOGUE WITH INCLUSIVE JEWISH COMMUNITY, WHICH HONORS DIVERSE RELIGIOUS AND SPIRITUAL BACKGROUNDS 4,561

LOS ANGELES MEDICAL MISSION TEAM

134 SOUTH BRIGHTON STREET
BURBANK,CA91506 		N/A TAX-EXEMPT CHARITY WE PROVIDE A TEAM OF VOLUNTEERS WHO TRAVEL TO GUATEMALA ANNUALLY AND PROVIDE FREE MEDICAL CARE TO THE CITIZENS. HALF OUR VOLUNTEERS ARE MEDICAL PROFESSIONALS, INCLUDING GENERAL PRACTITIONERS, SURGEONS, DENTISTS, AND NURSES 10,000

JEWISH COMMUNITY CENTER

5801 W 115TH ST
OVERLAND PARK,KS66211 		N/A TAX-EXEMPT CHARITY IMPROVEMENT OF LIFE, EDUCATION, AND FAMILY SERVICES FOR JEWISH FAMILIES 100,000

LOTUS NETWORK

77 CHARLOU CIRCLE
CHERRY HILL VILLAGE,CO80111 		N/A TAX-EXEMPT CHARITY PROVIDES OPPORTUNITIES FOR WOMEN TO CREATE MEANINGFUL CONNECTIONS, PERSONAL GROWTH, AND PURPOSEFUL LIVING THROUGH SOCIAL AND EDUCATIONAL RESOURCES 10,000

OCEANA

1025 CONNECTICUT AVE NW SUITE 200
WASHINGTON,DC20036 		N/A TAX-EXEMPT CHARITY TO PROTECT AND RESTORE THE WORLD'S OCEANS 10,000

NEST GLOBAL (FORMERLY PILAGLOBAL)

865 VA DE LA PAZ
PACIFIC PALISADES,CA90272 		N/A TAX-EXEMPT CHARITY TO PROVIDE HIGH QUALITY EDUCATION PROGRAMS FOR REFUGEE CHILDREN AND FAMILIES 166,667

JEWISH FEDERATION OF GREATER KANSAS CITY

5801 W 115TH ST 201
OVERLAND PARK,KS66211 		N/A TAX-EXEMPT CHARITY TO SUSTAIN AND ENHANCE JEWISH LIFE AT HOME AND AROUND THE WORLD. TO INSPIRE GENEROSITY, IMPROVE LIVES, AND STRENGTHEN OUR COMMUNITY WITHIN A FRAMEWORK OF JEWISH VALUES 50,000

TIDES CENTER

1012 TORNEY AVENUE
SAN FRANCISCO,CA94129 		N/A TAX-EXEMPT CHARITY WORK IN DEEP PARTNERSHIP WITH DOERS AND DONORS TO CENTER THE LEADERSHIP OF CHANGEMAKERS FROM THESE COMMUNITIES, CONNECTING THEM TO SERVICES, CAPACITY BUILDING, AND RESOURCES TO AMPLIFY THEIR IMPACT 1,000

JIMMY MILLER MEMORIAL FOUNDATION

2711 SEPULVEDA BLVD 331
MANHATTAN BEACH,CA90266 		N/A TAX-EXEMPT CHARITY PROVIDES ENGAGEMENT IN PHYSICAL ACTIVITY IN THE OCEAN ENVIRONMENT, SPECIFICALLY, THE ACTIVITY OF SURFING AND OCEAN THERAPY SURF SESSIONS 55,000

UNIVERSITY OF CALIFORNIA LOS ANGELES

617 CHARLES E YOUNG DR S
LOS ANGELES,CA90095 		N/A TAX-EXEMPT CHARITY AS A PUBLIC RESEARCH UNIVERSITY, SUPPORT THE CREATION, DISSEMINATION, PRESERVATION AND APPLICATION OF KNOWLEDGE FOR THE BETTERMENT OF OUR GLOBAL SOCIETY. 10,000

LL DOG RESCUE

P O BOX 8545
SHAWNEE MISSION,KS66208 		N/A TAX-EXEMPT CHARITY SUPPORT MISSION OF THE RESCUE SHELTER 15,000

UNITED IN HARMONY

1917 1/2 WESTWOOD BLVD 1
LOS ANGELES,CA90025 		N/A TAX-EXEMPT CHARITY TO PROVIDE CHILDREN EXPERIENCING POVERTY WITH HOPE AND OPPORTUNITIES 2,500

LIBERTY IN NORTH KOREA

236 EAST 3RD STREET STE 210
LONG BEACH,CA90802 		N/A TAX-EXEMPT CHARITY RESCUE AND WORK SIDE BY SIDE WITH NORTH KOREAN REFUGEES 100,000

MICHAEL MAGRO FOUNDATION

12 JULIAN ST
HICKSVILLE,NY11801 		N/A TAX-EXEMPT CHARITY SUPPORTS CHILDREN WITH CANCER AND OTHER PEDIATRIC ILLNESSES 10,000

MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST

2000 WESTCHESTER AVE
PURCHASE,NY10577 		N/A TAX-EXEMPT CHARITY ASSIST VARIOUS 501(C)(3) ORGANIZATIONS 412,569

NANCY DAVIS FOUNDATION - RACE TO ERASE MS

875 CENTURY PARK E
LOS ANGELES,CA90067 		N/A TAX-EXEMPT CHARITY SUPPORT THE RESEARCH, TREATMENT AND ULTIMATE CURE OF MS 25,000

UNIVERSITY OF COLORADO

UNIVERSITY OF COLORADO BOULDER 40
UCB
BOULDER,CO80309 		N/A TAX-EXEMPT CHARITY TO SHAPE TOMORROW'S LEADERS, BE THE TOP UNIVERSITY FOR INNOVATION, AND TO POSITIVELY IMPACT HUMANITY 500,000

NATIONAL JEWISH HEALTH

1400 JACKSON ST
DENVER,CO80206 		N/A TAX-EXEMPT CHARITY PROVIDES TREATMENT OF PATIENTS WITH RESPIRATORY, CARDIAC, IMMUNE AND RELATED DISORDERS, AND MEDICAL RESEARCH 145,000

THE NATIONAL TAY-SACHS AND ALLIED DISEASES ASSOCIATION

2001 BEACON ST 204
BRIGHTON,MA02135 		N/A TAX-EXEMPT CHARITY FOCUS ON FUNDING RESEARCH, SUPPORTING OVER 500 FAMILIES AND INDIVIDUALS WORLDWIDE, AND RAISING AWARENESS TO PREVENT DISEASE 25,000

NEW YORK UNIVERSITY

383 LAFAYETTE STREET 3RD FLOOR
NEW YORK,NY10003 		N/A TAX-EXEMPT CHARITY SUPPORTS QUALIFIED COLLEGE OR UNIVERSITY TO ACHIEVE THEIR TEACHING, RESEARCH AND PUBLIC SERVICE MISSIONS 75,000

UNIVERSITY OF SOUTHERN CALIFORNIA

1150 SOUTH OLIVE STREET 25TH FLOOR
LOS ANGELES,CA90015 		N/A TAX-EXEMPT CHARITY ASSIST IN THE DEVELOPMENT OF HUMAN BEINGS AND SOCIETY AS A WHOLE THROUGH THE CULTIVATION AND ENRICHMENT OF THE HUMAN MIND AND SPIRIT. THE PRINCIPAL MEANS BY WHICH OUR MISSION IS ACCOMPLISHED ARE TEACHING, RESEARCH, ARTISTIC CREATION, PROFESSIONAL PRACTICE AND SELECTED FORMS OF PUBLIC SERVICE 25,000

LEVEL UP LA

1111 FISKE ST
PACIFIC PALISADES,CA90272 		N/A TAX-EXEMPT CHARITY TO STRENGTHEN UNDER-RESOURCED LOS ANGELES COMMUNITY SCHOOLS BY PROVIDING FINANCIAL SUPPORT THAT HELPS TO LEVEL UP THE PRIMARY SCHOOLS EDUCATIONAL EXPERIENCE 5,000

UNIVERSITY OF WISCONSIN FOUNDATION

1848 UNIVERSITY AVENUE
MADISON,WI53726 		N/A TAX-EXEMPT CHARITY TO PROMOTE THE WELFARE OF AND ADVANCE THE OBJECTIVES OF THE UNIVERSITY OF WISCONSIN-MADISON BY ENCOURAGING THE INTEREST, ENGAGEMENT, AND FINANCIAL SUPPORT OF ALUMNI, DONORS, AND FRIENDS IN THE LIFE OF THE UNIVERSITY AND WITH EACH OTHER 30,000

PHOENIX COUNTRY DAY SCHOOL

3901 E STANFORD DR
PARADISE VALLEY,AZ85253 		N/A TAX-EXEMPT CHARITY PREPARES PROMISING STUDENTS TO BECOME RESPONSIBLE LEADERS AND LIFELONG LEARNERS THROUGH AN EDUCATION THAT EMPHASIZES INTELLECTUAL ENGAGEMENT, INDEPENDENCE, COLLABORATION, CREATIVITY, AND INTEGRITY 610,000

PRESENT NOW

2716 OCEAN PARK BLVD 2000
SANTA MONICA,CA90405 		N/A TAX-EXEMPT CHARITY PROVIDE DISADVANTAGED CHILDREN WITH BOTH ESSENTIAL GOODS AND SPECIALTY ITEMS 140,000

PROMISES FOUNDATION

INGLEWOOD BLVD
LOS ANGELES,CA90066 		N/A TAX-EXEMPT CHARITY COMMITTED TO RESTORING HOPE FOR FAMILIES BY CREATING A SAFE ENVIRONMENT FOR MOTHERS AND THEIR CHILDREN 5,000

ARIZONA FOUNDATION FOR WOMEN

2201 E CAMELBACK RD
PHOENIX,AZ85016 		N/A TAX-EXEMPT CHARITY TO ADVANCE THE STATUS OF ARIZONA'S WOMEN THROUGH RESEARCH, ADVOCACY AND PHILANTHROPY 25,000

SHALOM PARK

14800 E BELLEVIEW DR
AURORA,CO80015 		N/A TAX-EXEMPT CHARITY PROVIDE SKILLED CARE TO PEOPLE WHO RESIDE AT THE SHALOM PARK NURSING HOME 25,000

THE SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER

300 N 18TH ST
PHOENIX,AZ85006 		N/A TAX-EXEMPT CHARITY RESEARCH AND LEARNING RESOURCES FOR PEOPLE WITH AUTISM 300,000

TEMPLE SINAI

3509 S GLENCOE ST
DENVER,CO80237 		N/A TAX-EXEMPT CHARITY SUPPORT RELIGIOUS MISSION OF SYNAGOGUE 200,000

TORAH LEARNING CENTER

8800 W 103RD ST
OVERLAND PARK,KS66212 		N/A TAX-EXEMPT CHARITY OFFERS INNOVATIVE AND UNIQUE JEWISH PROGRAMMING AND EDUCATION 85,000

WESTSIDE GUILD OF CHILDREN'S HOSPITAL

531 ARBRAMAR AVE
PACIFIC PALISADES,CA90272 		N/A TAX-EXEMPT CHARITY SUPPORTS CHILDREN'S HOSPITAL LOS ANGELES AND ITS MISSION OF SUPPORTING OUR COMMUNITY, ESPECIALLY UNDERSERVED POPULATIONS, INNOVATIVE RESEARCH AND TRAINING FUTURE PEDIATRIC LEADERS 2,500

VILLAGE SHALOM

5500 W 123RD ST
OVERLAND PARK,KS66209 		N/A TAX-EXEMPT CHARITY SUPPORT THE GENERAL NEEDS OF THE RESIDENTS 50,000

CITY OF PHOENIX PEDIATRIC HEALTHCARE INITIATIVE

1919 E THOMAS RD AMBULATORY
BUILDING
PHOENIX,AZ85016 		N/A TAX-EXEMPT CHARITY SUPPORTS THE SPREAD OF QUALITY PEDIATRIC CARE AND ITS DEVELOPMENT AND PROGRESS IN LOW AND MIDDLE-INCOME COUNTRIES 250,000

PARDES JEWISH DAY SCHOOL

12753 N SCOTTSDALE RD
SCOTTSDALE,AZ85254 		N/A TAX-EXEMPT CHARITY KINDERGARTEN THROUGH EIGHTH GRADE EDUCATION IN A COMMUNITY INFUSED WITH JEWISH VALUES 25,000

VIOLENCE INTERVENTION PROGRAM

1721 GRIFFIN AVENUE
LOS ANGELES,CA90031 		N/A TAX-EXEMPT CHARITY TO PROTECT AND TREAT ALL VICTIMS OF FAMILY VIOLENCE AND SEXUAL ASSAULT, AND FOR 30 YEARS, HAS BEEN EXECUTING AND EXPANDING THAT VISION 500

THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY

1111 19TH STREET NW SUITE 500
WASHINGTON,DC20036 		N/A TAX-EXEMPT CHARITY TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST AND TO PROMOTE THE POLICIES THAT SECURE THEM 10,000

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DR 200
RYE BROOK,NY10573 		N/A TAX-EXEMPT CHARITY FUNDS LIFESAVING BLOOD CANCER RESEARCH AROUND THE WORLD, PROVIDES FREE INFORMATION AND SUPPORT SERVICES, AND IS THE VOICE FOR ALL BLOOD CANCER PATIENTS SEEKING ACCESS TO QUALITY, AFFORDABLE, COORDINATED CARE 40,000

UTAH FILM CENTER

50 W BROADWAY 1125
SALT LAKE CITY,UT84101 		N/A TAX-EXEMPT CHARITY TO CONNECT PEOPLE, STORIES, AND IDEAS THROUGH FILM EXHIBITION, ARTIST SUPPORT, AND MEDIA ARTS EDUCATION 100,000

ANNE FRANK CENTER

1325 6TH AVE 28TH FLOOR
NEW YORK,NY10019 		N/A TAX-EXEMPT CHARITY TO HONOR ANNE FRANK AND THE CONTINUING RELEVANCE OF HER DIARY TO EDUCATE YOUNG PEOPLE AND COMMUNITIES IN THE US ABOUT THE DANGERS OF INTOLERANCE, ANTI-SEMITISM, RACISM, AND DISCRIMINATION, AND TO INSPIRE EVERY GENERATION TO BUILD A WORLD BASED ON MUTUAL RESPECT 50,000

GENTRY FOUNDATION

7600 N 16TH ST
PHOENIX,AZ85020 		N/A TAX-EXEMPT CHARITY TO SEEK OUT AND IDENTIFY YOUNG CHILDREN THROUGHOUT ARIZONA WHO MAY BE IMPACTED BY AN AUTISM SPECTRUM DISORDER AND OFFER THESE CHILDREN ACCESS TO FREE, HIGH QUALITY, EVALUATIONS WHICH ARE NECESSARY TO QUALIFY FOR AND BEGIN INTERVENTION 7,500

STEPHEN WISE TEMPLE

15500 STEPHEN S WISE DR
LOS ANGELES,CA90077 		N/A TAX-EXEMPT CHARITY WE PROVIDE ESSENTIAL SERVICES TO CHILDREN IN FOSTER CARETHROUGH OUR PROGRAMS PROMOTING SAFETY, PERMANENCY, AND HEALTH 5,770

DENVER JEWISH DAY SCHOOL

2450 S WABASH ST
DENVER,CO80231 		N/A TAX-EXEMPT CHARITY PREPARES AND INSPIRES JEWISH STUDENTS THROUGH AN EXTRAORDINARY SECULAR AND JUDAIC EDUCATION TO LIVE PURPOSEFULLY, ACT ETHICALLY, AND THRIVE IN THE WORLD 50,000

NATIONAL FOSTER YOUTH INSTITUTE

3550 WILSHIRE BLVD
LOS ANGELES,CA90010 		N/A TAX-EXEMPT CHARITY AIM TO TRANSFORM THE CHILD WELFARE SYSTEM BY BUILDING A NATIONAL GRASSROOTS MOVEMENT LED BY FOSTER YOUTH AND THEIR FAMILIES 25,000

PHOENIX ART MUSEUM

1625 NORTH CENTRAL AVE
PHOENIX,AZ95004 		N/A TAX-EXEMPT CHARITY TO ENRICH LIVES, SHAPE A COMMUNITY, AND BRING US CLOSER TOGETHER DESPITE OUR DIFFERENCES 40,000

BARROW NEUROLOGICAL FOUNDATION

2910 N 3RD AVE
PHOENIX,AZ85013 		N/A TAX-EXEMPT CHARITY TO BE THE CATALYST OF OUR DONORS' PASSION FOR TRANSFORMATION BY PROVIDING THE RESOURCES FOR BARROW NEUROLOGICAL INSTITUTE TO ACHIEVE ITS MISSION OF SAVING HUMAN LIVES THROUGH INNOVATIVE TREATMENT, GROUNDBREAKING, CURATIVE RESEARCH AND EDUCATING THE NEXT GENERATION OF THE WORLD'S LEADING NEURO CLINICIANS 75,000
Total .................................right arrow 3a 5,300,167
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 595,780  
4 Dividends and interest from securities ....     14 3,765,368  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 292,996  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 386,778  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -593,876  
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 4,447,046 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,447,046
(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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
THE DREISESZUN FAMILY FOUNDATION
 
Employer identification number

48-1021776
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE DREISESZUN FAMILY FOUNDATION
  		Employer identification number
48-1021776
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SHERMAN DREISESZUN MARITAL TRUST
 
PO BOX 12545
 
OVERLAND PARK, KS662822545

$ 1,500,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
SHERMAN DREISESZUN MARITAL TRUST
 
PO BOX 12545
 
OVERLAND PARK, KS662822545

$ 1,082,310


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
SHERMAN DREISESZUN MARITAL TRUST
 
PO BOX 12545
 
OVERLAND PARK, KS662822545

$ 5,968,887


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
SHERMAN DREISESZUN MARITAL TRUST
 
PO BOX 12545
 
OVERLAND PARK, KS662822545

$ 1,832,498


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
SHERMAN DREISESZUN MARITAL TRUST
 
PO BOX 12545
 
OVERLAND PARK, KS662822545

$ 1,874,803


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
SHERMAN DREISESZUN MARITAL TRUST
 
PO BOX 12545
 
OVERLAND PARK, KS662822545

$ 1,860,256


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Name of organization
THE DREISESZUN FAMILY FOUNDATION
  		Employer identification number
48-1021776
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
SHERMAN DREISESZUN MARITAL TRUST
 
PO BOX 12545
 
OVERLAND PARK, KS662822545

$ 1,844,855


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE DREISESZUN FAMILY FOUNDATION
  		Employer identification number

48-1021776
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 16,268 SHS ISHARES MSCI EAFE ETF $ 1,082,310 2022-12-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 15,156 SHS SPDR S&P 500 ETF TRUST $ 5,968,887 2022-12-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 1,900,000 SHARES UNITED STATES TREASURY NOTE .25% DUE 2023-09-30 $ 1,832,498 2022-12-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 1,900,000 SHARES UNITED STATES TREASURY NOTE .125% DUE 2023-03-31 $ 1,874,803 2022-12-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 1,900,000 SHARES UNITED STATES TREASURY NOTE .125% DUE 2023-05-31 $ 1,860,256 2022-12-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 1,900,000 SHARES UNITED STATES TREASURY NOTE .125% DUE 2023-07-31 $ 1,844,855 2022-12-06
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE DREISESZUN FAMILY FOUNDATION
  		Employer identification number

48-1021776
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
O'HALLORAN SHERMAN ASSOCIATES, LLC - PREPARATION OF 990-PF AND 0 0   0
CONSULTATIONS REGARDING COMPLIANCE WITH PRIVATE FDTN RULES AND REGULATIONS 25,840 25,070   0

TY 2022 GeneralExplanationAttachment
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Identifier Return Reference Explanation
  PART VI-B - 3A THE DREISESZUN FAMILY FOUNDATION ACQUIRED SHARES OF STOCK IN VALLEY VIEW BANCSHARES VIA A BEQUEST. DURING THE YEAR ENDED 11/30/21, VALLEY VIEW BANCSHARES REDEEMED SEVERAL SHARES OF BANK STOCK. AS A RESULT, THE OWNERSHIP HELD BY THE DREISESZUN FAMILY FOUNDATION INCREASED TO A MORE THAN 2% INTEREST IN THE BUSINESS. ACCORDING TO SECTION 4943(C)(6), THE FOUNDATION IS WITHIN THE 5 YEAR PERIOD AVAILABLE TO DISPOSE OF THE EXCESS BUSINESS INTEREST. AS THE FOUNDATION RECEIVED THE SHARES AS A RESULT OF A CORPORATE READJUSTMENT AND NOT BY A PURCHASE, PURSUANT TO SECTION 4943(C)(6) THE FOUNDATION MEETS THE EXCEPTION AND IS NOT CONSIDERED AS HAVING EXCESS BUSINESS HOLDINGS.

TY 2022 InvestmentsCorpBondsSchedule
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Name of Bond End of Year Book Value End of Year Fair Market Value
AMGEN INC 3.625% 5/22/24 246,560 247,764
AMERICAN EXPRESS CO 3.625% 12/5/24 242,042 249,594
EVERGY METRO INC 3.65% 8/15/25 246,277 245,450
DUPONT DE NEMOURS INC 4.493% 11/15/25 255,300 246,498
HALIBURTON CO 3.8% 11/15/25 97,760 98,739
ROYAL BANK OF CANADA 4.65% 1/27/26 254,375 249,752
GILEAD SCIENCE INC 3.65% 3/1/26 244,255 244,177
LOEWS CORP 3.75% 4/1/26 245,437 243,399
PRUDENTIAL FINANCIAL INC 6.2% 11/15/40 157,909 140,822
WELLS FARGO & CO 5.375% 11/2/43 525,355 455,565
GENERAL MOTORS FIN 5.75% 253,710 212,065
FORD MOTOR CO 6.2% 6/1/59 250,000 238,450
CITI 6% WORSTOF CONTINGENT CALLABLE NDX RTY SPX 1,500,000 1,485,600
MS 7.65% WORSTOF CONTINGENT DAILY CALLABLE NDX RTY SPX 1,500,000 1,493,625
MS 9.7% WORSTOF CONTINGENT CALLABLE NDX RTY SPX 3/17/23 2,000,000 2,010,700

TY 2022 InvestmentsCorpStockSchedule
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Name of Stock End of Year Book Value End of Year Fair Market Value
7,000 SHARES BANK OF AMERICA CORP 5.375% 175,000 155,645
10,000 SHARES BANK OF AMERICA CO 4.25% 250,000 177,900
10,000 SHARES BRIGHTHOUSE FINANCIAL 6.60% 250,000 216,700
10,000 SHARES CAPITAL ONE FINANCIAL CO 4.375% 250,000 161,650
10,000 SHARES JPMORGAN CHASE & CO 4.625% 250,000 204,100
20,000 SHARES JPMORGAN CHASE & CO 5.75% 500,000 484,200
8,000 SHARES JPMORGAN CHASE & CO 6.00% 200,000 200,840
6,000 SHARES STIFEL FINANCIAL CORP 6.125% 149,880 142,260
10,000 SHARES U.S. BANCORP 5.5% 250,000 222,700
10,000 SHARES WELLS FARGO & CO 4.375% SER-CC 250,000 178,950
10,000 SHARES WELLS FARGO CO DEP SHS PFD 4.7% 250,000 194,100
1,702 SHARES BANK OF AMERICA 39,312 51,894
177,857 SHARES VALLEY VIEW BANCSHARES, INC. 8,000,661 10,952,141
10,000 SHARES U.S. BANCORP 4.5% DEP PFD 250,000 191,900
10,000 SHARES BANK OF AMERICA CORP 5.875% 233,112 240,100
12,546 SHARES GOLDMAN SACHS GRP INC 6.375% 313,558 318,606
GS DUAL DIRECTIONAL TRIGGER PARTICIPATION NOTE SPX 3,000,000 3,306,000

TY 2022 InvestmentsGovtObligationsSch
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
US Government Securities - End of Year Book Value:

997,031
US Government Securities - End of Year Fair Market Value:

1,014,120
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2022 InvestmentsOtherSchedule2
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HPS MEZZANINE PRIVATE INVESTORS AT COST 234,673 15,677
SILVER LAKE PARTNERS IV (SLP IV) AT COST 988,013 2,479,347
GSO PRIVATE INVESTMENTS AT COST 333,717 90,835
PROVIDENCE PRIVATE INVESTMENTS AT COST 149,420 107,726
ISHARES MSCI JAPAN AT COST 645,136 851,809
VANGUARD FTSE EUROPE ETF AT COST 793,811 948,640
ISHARES CORE S&P SMALL CAP E AT COST 1,198,011 1,645,704
PGIM SH DUR HI YLD INC Z AT COST 8,443,081 7,943,671
MFS INTL GROWTH I AT COST 500,000 594,894
CARLYLE ENRG CR OPP II OFF AT COST 151,787 119,473
GS VINTAGE VII OFFSHORE AT COST 174,461 612,582
GS VINTAGE VII OFFSHORE CPV AT COST 17,588 10,556
NH EXP EQUITY OFFSHORE AT COST 819,378 1,456,262
NH EXP EQUITY OFFSHORE CPV AT COST 24,358 21,644
PE PREMIER OFFSHR BS SPVIII AT COST 1,205,596 1,817,715
GOLDMAN SACHS GQG INTL OPP I AT COST 1,521,921 2,128,902
COHEN & STEERS TAX ADVAN PFD S AT COST 2,037,314 1,617,313
PGIM SHORT DUR HIG YLD OPP FD AT COST 1,468,385 1,104,000
AIP ALT LENDING PLACEMENT AT COST 2,894,434 2,659,385
BLACKSTONE BCRED AT COST 6,617,133 6,587,228
PARTNERS GROUP PE - A AT COST 2,283,895 2,966,597
VSS II OFFSHORE FEEDER AT COST 758,879 1,293,629
VSS II OFFSHORE FEEDER CPV AT COST 148,071 144,660
112TH & GLENWOOD, LLC AT COST 18,235 28,499
112TH & LAMAR, LLC AT COST 174,408 285,769
DMF TIC PROPERTIES, LLC AT COST 276,972 182,394
PIMCO DYNAMIC INCOME OPRNTS FD AT COST 1,000,000 607,000
GREENBACKER RENEWABLE ENERGY AT COST 1,263,554 1,380,733
SPDR S&P 500 ETF TRUST AT COST 13,630,715 16,778,633
ISHARES CORE S&P MIDCAP 400 INDEX AT COST 1,076,725 1,971,662
95Q CORNER PROPERTIES LLC AT COST 955 1,093
COHEN & STEERS PREF SEC&INC I AT COST 5,038,005 4,920,826
ISHARES 7-10 YR TREASURY BD ETF AT COST 3,352,896 3,181,918
NHEE IX OFFSHORE LP AT COST 554,872 498,124
H-M PROPERTIES, LLC AT COST 1,153,722 797,234
MISSISSIPPI AVENUE PROPERTIES, LLC AT COST 835,567 571,645
POTOMAC EAST, L.P. AT COST 1,161,075 1,229,499
ISHARES MSCI EAFE ETF AT COST 1,082,310 1,178,129
GOLDMAN SACHS CORE FIX INC I AT COST 5,999,718 5,869,701
GUGGENHEIM CORE BOND INST AT COST 3,708,984 3,626,892
VOYA INTERMEDIATE BOND I AT COST 5,636,971 5,530,247
BLUE OWL CREDIT INC CORP ESC AT COST 3,000,000 3,000,000
NH TACTICAL VALUE FEEDER AT COST 948,411 1,123,961
PE PREMIER VISTA III OFF AT COST 30,000 30,000
PE PREMIER VISTA III OFF CPV AT COST 342,632 324,967
VSS III OFFSHORE FEEDER AT COST 78,995 87,117
VSS III OFFSHORE FEEDER CPV AT COST 87,895 87,895
MISSISSIPPI AVENUE PROPERTIES II, LLC AT COST 288,615 196,290
PE PREMIER BS SPV IX AT COST 306,742 794,822
PE PREMIER BS SPV IX CPV AT COST 141,521 141,521
QUIVIRA PROPERTIES LLC AT COST 0 153,695

TY 2022 LegalFeesSchedule
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LATHROP GPM LLP - REVIEW OF 990-PF AND LEGAL ADVICE REGARDING COMPLIANCE 0 0   0
WITH PRIVATE FOUNDATION RULES AND REGULATIONS 12,178 12,178   0


TY 2022 OtherExpensesSchedule
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM K-1 - VINTAGE VI AIV OFFSHORE SCSP - MANAGEMENT FEES 543 543   0
FROM K-1-NORTH HAVEN EXPANSION EQUITY OFFSHORE FEEDER LP-INVEST INT. EXP 31 31   0
FROM K-1-NORTH HAVEN EXPANSION EQUITY OFFSHORE FEEDER LP-INV. EXPENSES 3,993 3,993   0
FROM K-1-NORTH HAVEN EXPANSION EQUITY OFFSHORE FEEDER LP-INV. EXPENSES 23 23   0
FROM K-1-NORTH HAVEN EXPANSION EQUITY OFFSHORE FEEDER LP-MANAGEMENT FEES 16,635 16,635   0
BANK FEES/PROCESSING FEES/CREDIT CARD FEES 663 663   0
FROM K-1 - NORTH HAVEN TV FEEDER FUND LP-MANAGEMENT FEES 9,219 9,219   0
FROM K-1 - NORTH HAVEN TV FEEDER FUND LP - INVEST INT. EXP 744 744   0
FROM K-1 - NH TACTICAL VALUE FEEDER (BLOCKED AIV)-INVEST INT. EXP 1,046 1,046   0
FROM K-1 - NH TACTICAL VALUE FEEDER (BLOCKED AIV)-INVESTMENT EXPENSE 3,837 3,837   0
FROM K-1 - GREENBACKER RENEWABLE ENERGY COMPANY - INVESTMENT EXPENSE 2,519 2,519   0
FROM K-1 - VINTAGE VI AIV OFFSHORE SCSP - INVEST EXPENSE 179 179   0
FROM K-1 - NORTH HAVEN TV FEEDER FUND LP-INVESTMENT EXP 2,608 2,608   0
FROM K-1 - MISSISSIPPI AVENUE PROPERTIES - NONDEDUCTIBLE EXP 63 0   0
FROM K-1 - MISSISSIPPI AVENUE PROPERTIES II - NONDEDUCTIBLE EXP 16 0   0
FROM K-1 - H-M PROPERTIES LLC - NONDEDUCTIBLE EXP 63 0   0
ADDITIONAL EXPENSES 408 0   0


TY 2022 OtherIncomeSchedule2
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM K-1-NH TV FEEDER FD LP-OTHER PORTFOLIO INCOME 1,899 1,899 1,899
FROM K-1-NORTH HAVEN TACTICAL VALUE FUND(AIV)-OTHER PORTFOLIO INCOME 9,752 9,752 9,752
FROM K-1-NORTH HAVEN TACTICAL VALUE FUND(AIV)-OTHER INCOME 6,088 6,088 6,088
FROM K-1-NH TACTICAL VALUE FEEDER (BLOCKED AIV) OTHER INCOME 7,286 7,286 7,286
MORGAN STANLEY 363,750 363,750 363,750
FROM K-1-NH TV FEEDER FD LP-OTHER LOSS -268 -268 -268
FROM K-1-NORTH HAVEN TACTICAL VALUE FUND(AIV)-OTHER PORTFOLIO INCOME -2,917 -2,917 -2,917
JP MORGAN - REFUND 1,188 1,188 1,188
NONTAXABLE DIST.FROM SHERMAN W DREISESZUN MAR. TR.PER NOTICE 2004-35 5,667,647 0 5,667,647
NONTAXBLE DIST.FROM SWD MAR TR.PER NOTICE 2004-35 INCLUDED CONTRIBUTION RCVD -5,667,647 0 -5,667,647


TY 2022 OtherIncreasesSchedule
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Description Amount
ADJUSTMENT TO CORRECT BASIS OF PRIOR YEAR CONTRIBUTIONS RECEIVED 1,239,390


TY 2022 OtherLiabilitiesSchedule
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Description Beginning of Year - Book Value End of Year - Book Value
QUIVIRA PROPERTIES LLC - PREPAYMENT OF PARTNERSHIP DISTRIBUTIONS 9,235 9,587


TY 2022 OtherProfessionalFeesSchedule
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES - J.P. MORGAN CHASE BANK, N.A. 2,973 2,973   0
INVESTMENT FEES - MORGAN STANLEY 315,278 315,278   0


TY 2022 SubstantialContributorsSch
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Name Address
SHERMAN DREISESZUN MARITAL TRUST
  		PO BOX 12545
OVERLAND PARK,KS662822545


TY 2022 TaxesSchedule
Name:
THE DREISESZUN FAMILY FOUNDATION
EIN:
48-1021776
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX ON INVESTMENT INCOME 75,000 0   0
FROM K-1 - 112TH & GLENWOOD, LLC - REAL ESTATE TAXES 510 510   0
FROM K-1 - 112TH & LAMAR, LLC - REAL ESTATE TAXES 1,010 1,010   0
FROM K-1 - NORTH HAVEN TV FEEDER FUND LP - FOREIGN TAX PAID 529 529   0
MORGAN STANLEY - FOREIGN TAX WITHHELD ON INVESTMENTS 8,446 8,446   0