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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE DANAJAMES KIDS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)14904 CHADWICK ST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OVERLAND PARK, KS66224
A Employer identification number

43-1698498
B Telephone number (see instructions)

(816) 561-1400
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$2,545,764
J 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) 158,685
2 Check right arrow.............
3 Interest on savings and temporary cash investments 20,441 20,441  
4 Dividends and interest from securities... 38,072 38,072  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 216,304
b Gross sales price for all assets on line 6a 752,722
7 Capital gain net income (from Part IV, line 2)... 216,304
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 433,502 274,817  
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)......... 121 0   0
b Accounting fees (attach schedule)....... 18,730 0   6,515
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 8,461 461   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,570 11,570   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,882 12,031   6,515
25 Contributions, gifts, grants paid....... 127,000 127,000
26 Total expenses and disbursements. Add lines 24 and 25 165,882 12,031   133,515
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 267,620
b Net investment income (if negative, enter -0-) 262,786
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 20,937 35,077 35,077
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) 276,010 Click to see attachment
List of Attached Documents:
// Content
494,228
493,889
b Investments—corporate stock (attach schedule)....... 1,352,306 Click to see attachment
List of Attached Documents:
// Content
1,321,918
1,933,907
c Investments—corporate bonds (attach schedule)....... 127,184 Click to see attachment
List of Attached Documents:
// Content
81,643
82,891
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)..........      
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) 1,776,437 1,932,866 2,545,764
Liabilities 17 Accounts payable and accrued expenses..........   5,700
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 5,700
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 1,776,437 1,927,166
29 Total net assets or fund balances (see instructions)..... 1,776,437 1,927,166
30 Total liabilities and net assets/fund balances (see instructions). 1,776,437 1,932,866
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,776,437
2
Enter amount from Part I, line 27a .....................
2
267,620
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,159
4
Add lines 1, 2, and 3 ..........................
4
2,045,216
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
118,050
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,927,166
Form 990-PF (2024)
Form 990-PF (2024)
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 10 SH - APA P 2024-09-18 2024-12-02
b 30 SH - BAX P 2024-06-10 2024-08-26
c 5 SH - BA P 2024-05-02 2024-08-26
d 20 SH - BA P 2024-05-02 2024-11-07
e 10 SH - CPT P 2024-03-21 2024-08-26
15 SH - CP P 2023-11-01 2024-01-03
105 SH - SCHW P 2023-07-19 2024-01-03
85 SH - SCHW P 2023-09-01 2024-01-03
40 SH - CHWY P 2023-12-21 2024-01-03
165 SH - CHWY P 2023-12-21 2024-06-10
25 SH - CHWY P 2023-12-21 2024-08-26
45 SH - CHWY P 2024-01-18 2024-08-26
55 SH - C P 2023-12-15 2024-01-03
110 SH - CTVA P 2023-01-12 2024-01-03
50 SH - CTVA P 2023-03-23 2024-01-03
35 SH - CTVA P 2023-08-23 2024-01-03
15 SH - CCI P 2023-08-02 2024-01-03
210 SH - XRAY P 2024-09-05 2024-11-13
225 SH - XRAY P 2024-08-29 2024-11-13
10 SH - DIS P 2023-04-26 2024-01-03
55 SH - ELAN P 2024-07-05 2024-08-26
10 SH - GPC P 2023-12-15 2024-01-03
20 SH - GPC P 2023-12-15 2024-02-22
340 SH - HR P 2023-06-08 2024-01-03
40 SH - HR P 2023-09-01 2024-01-03
225 SH - HR P 2023-09-01 2024-05-02
205 SH - HR P 2023-09-01 2024-07-15
75 SH - HR P 2024-02-22 2024-07-15
20 SH - INTC P 2024-04-01 2024-08-26
125 SH - INTC P 2024-04-17 2024-08-28
140 SH - INTC P 2024-06-21 2024-08-28
110 SH - INTC P 2024-04-01 2024-08-28
5 SH - J P 2023-03-02 2024-01-03
15 SH - JNJ P 2023-02-02 2024-01-03
30 SH - JNJ P 2023-12-15 2024-07-15
65 SH - KVUE P 2024-06-12 2024-08-26
5 SH - LULU P 2024-06-27 2024-12-02
20 SH - MDT P 2023-02-02 2024-01-03
70 SH - MBLY P 2024-05-02 2024-08-26
120 SH - MBLY P 2024-02-22 2024-11-07
45 SH - MBLY P 2024-05-02 2024-11-07
95 SH - MBLY P 2024-06-18 2024-11-07
60 SH - MBLY P 2024-08-29 2024-11-07
50 SH - NEE P 2023-09-01 2024-01-03
75 SH - NKE P 2024-03-07 2024-07-15
5 SH - NKE P 2024-03-07 2024-08-08
5 SH - NKE P 2024-04-04 2024-08-08
15 SH - NKE P 2024-04-04 2024-08-26
15 SH - NVS P 2023-02-15 2024-01-03
30 SH - PM P 2023-08-02 2024-01-03
20 SH - PB P 2023-08-23 2024-01-03
20 SH - O P 2023-11-16 2024-01-03
3 SH - SDZNY P 2024-04-04 2024-08-26
25 SH - KRE P 2024-02-08 2024-08-26
20 SH - UPS P 2024-02-08 2024-12-02
10 SH - VNQ P 2023-10-19 2024-01-03
30 SH - WBD P 2024-03-07 2024-08-26
5 SH - WBD P 2024-03-07 2024-12-02
25 SH - GOOG P 2022-09-07 2024-01-03
10 SH - GOOG P 2022-09-07 2024-03-07
50 SH - GOOG P 2022-09-07 2024-06-10
20 SH - GOOG P 2022-09-07 2024-08-26
15 SH - AMZN P 2022-12-07 2024-01-03
10 SH - AMZN P 2022-12-07 2024-02-08
15 SH - AMZN P 2022-12-07 2024-02-22
25 SH - AMZN P 2023-03-09 2024-06-10
25 SH - AMZN P 2022-12-07 2024-07-15
5 SH - AMZN P 2023-03-09 2024-07-15
5 SH - AMGN P 2016-04-08 2024-01-03
150 SH - AAPL24 P 2020-03-02 2024-02-09
40 SH - BK P 2020-01-28 2024-01-03
35 SH - BK P 2020-01-28 2024-07-05
40 SH - BK P 2020-01-28 2024-07-15
80 SH - BK P 2021-01-21 2024-07-15
10 SH - BRK.B P 2022-07-22 2024-01-03
15 SH - BRK.B P 2023-03-02 2024-12-02
BRISTOL-MYERS SQUIBB CO P 2019-11-06 2024-07-26
78.603 SH - CNP P 2019-02-05 2024-01-18
50 SH - CNP P 2022-03-11 2024-01-18
325.397 SH - CNP P 2019-02-04 2024-01-18
30 SH - CVX P 2020-03-20 2024-01-03
35 SH - CSCO D 2014-02-14 2024-01-03
115 SH - C P 2023-11-22 2024-12-02
15 SH - C P 2023-09-24 2024-12-02
30 SH - CVS P 2021-01-21 2024-01-03
40 SH - CVS P 2019-09-24 2024-04-11
5 SH - CVS P 2019-09-24 2024-08-26
60 SH - CVS P 2019-08-12 2024-08-29
15 SH - CVS P 2019-09-24 2024-08-29
10 SH - CVS P 2019-08-12 2024-11-07
125 SH - CVS P 2019-06-11 2024-11-07
10 SH - DEO P 2019-02-06 2024-01-03
25 SH - DEO P 2021-01-21 2024-01-03
20 SH - DEO P 2016-04-08 2024-04-11
10 SH - DEO P 2018-02-21 2024-04-11
5 SH - DEO P 2019-02-06 2024-04-11
40 SH - DEO P 2016-04-08 2024-06-12
30 SH - DOW P 2021-01-21 2024-01-03
14.666 SH - DOW P 2021-01-21 2024-07-11
40 SH - DOW P 2023-03-23 2024-07-11
25.334 SH - DOW P 2019-06-11 2024-07-11
27.667 SH - DOW D 2010-01-14 2024-08-08
1.667 SH - DOW D 2010-05-17 2024-08-08
17 SH - DOW D 2013-01-17 2024-08-08
12.667 SH - DOW D 2013-01-23 2024-08-08
44.666 SH - DOW P 2019-06-11 2024-08-08
53.333 SH - DOW D 2016-04-05 2024-08-08
5 SH - ETN P 2019-02-05 2024-06-10
20 SH - ETN P 2019-02-05 2024-07-15
15 SH - EMR P 2020-08-11 2024-01-03
25 SH - EMR P 2020-08-11 2024-12-02
40 SH - XOM P 2023-03-02 2024-12-02
70 SH - FHI P 2021-01-21 2024-01-03
25 SH - FHI P 2019-02-06 2024-04-11
20 SH - FHI P 2021-01-21 2024-04-11
55 SH - FHI P 2017-09-26 2024-04-11
130 SH - FHI P 2018-07-17 2024-07-15
50 SH - FHI P 2019-02-06 2024-07-15
5 SH - FDX P 2022-09-16 2024-01-03
10 SH - FDX P 2023-01-05 2024-12-02
40 SH - FTRE P 2022-10-06 2024-04-17
10 SH - GPC D 2020-04-13 2024-02-22
20 SH - GPC D 2020-04-13 2024-08-26
25 SH - IVV P 2023-06-09 2024-10-16
60 SH - EFA P 2021-01-21 2024-10-16
35 SH - IDU P 2020-03-20 2024-01-03
15 SH - IDU P 2020-03-20 2024-08-26
50 SH - JNJ P 2022-08-17 2024-07-15
15 SH - JPM P 2022-12-15 2024-01-03
10 SH - KLAC P 2018-11-02 2024-01-03
10 SH - KLAC P 2018-11-02 2024-06-10
5 SH - KLAC D 2018-11-02 2024-12-02
5 SH - LH P 2022-10-06 2024-08-26
35 SH - LH P 2022-10-06 2024-11-07
5 SH - LVMUY P 2022-10-20 2024-01-03
10 SH - MDT P 2023-02-02 2024-08-26
5 SH - MDT P 2023-03-04 2024-08-26
15 SH - MRK P 2013-05-13 2024-01-03
5 SH - MRK D 2013-07-01 2024-01-03
15 SH - MRK P 2013-05-13 2024-04-04
5 SH - MRK P 2013-01-17 2024-12-02
20 SH - MRK P 2013-05-13 2024-12-02
10 SH - MSFT D 2016-12-20 2024-12-02
45 SH - NEE P 2022-10-26 2024-01-03
20 SH - NVS P 2023-02-15 2024-12-02
5 SH - OMC P 2020-12-11 2024-01-03
95 SH - OMC P 2020-12-11 2024-03-07
55 SH - PSX P 2017-06-19 2024-01-18
15 SH - PSX P 2018-02-21 2024-01-18
15 SH - PSX P 2019-02-06 2024-01-18
15 SH - PRU P 2021-01-21 2024-01-03
5 SH - PRU P 2021-01-21 2024-12-02
25 SH - PRU P 2023-03-23 2024-12-02
50 SH - O P 2023-11-16 2024-12-02
10 SH - RY P 2019-02-06 2024-02-15
45 SH - RY P 2019-02-06 2024-06-10
35 SH - RY P 2016-04-08 2024-07-15
5 SH - RY P 2016-04-08 2024-08-08
1.608 SH - RTX P 2021-01-21 2024-01-03
18.392 SH - RTX P 2019-02-06 2024-01-03
25 SH - RTX P 2021-01-21 2024-04-11
16.608 SH - RTX P 2020-04-13 2024-08-08
13.392 SH - RTX P 2021-01-21 2024-08-08
7.414 SH - RTX P 2012-03-05 2024-12-02
22.586 SH - RTX P 2020-04-13 2024-12-02
32 SH - SDZNY P 2023-02-15 2024-08-26
3873 SH - SCHG D 2014-12-15 2024-12-16
320 SH - SCHG D 2016-11-15 2024-12-16
48 SH - SCHG D 2015-09-25 2024-12-16
40 SH - SHEL P 2020-03-20 2024-01-03
20 SH - SON P 2020-03-20 2024-01-03
185 SH - SON P 2020-03-20 2024-03-21
40 SH - LUV P 2023-04-05 2024-08-26
15 SH - TGT D 2014-09-22 2024-01-03
10 SH - TMO P 2022-10-06 2024-02-08
5 SH - TMO P 2022-10-06 2024-12-02
236.167 SH - TGVIX P 2021-01-22 2024-10-16
10 SH - UPS P 2018-11-05 2024-01-03
5 SH - UPS P 2018-11-05 2024-12-02
UST NOTE 2.25% DTD 04/30/2019 DUE 04/30/2024 P 2022-06-22 2024-04-30
UST NOTE 2.25% DTD 04/30/2019 DUE 04/30/2024 P 2022-05-27 2024-04-30
UST NOTE 4.375% DTD 10/31/2022 DUE 10/31/2024 P 2023-10-24 2024-10-31
100 SH - VONG P 2023-06-09 2024-10-16
15 SH - WMT D 2015-11-30 2024-01-03
60 SH - WMT D 2015-11-30 2024-06-21
95 SH - WMT D 2015-11-30 2024-07-15
312 SH - WMT D 2015-10-13 2024-12-13
WISCONSIN ELEC PWR CO GLBL DEB P 2022-04-01 2024-12-15
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 221   221 0
b 1,135   988 147
c 870   886 -16
d 3,018   3,543 -525
e 1,227   995 232
1,187   1,072 115
7,072   7,012 60
5,725   5,169 556
852   852 0
3,755   4,080 -325
634   618 16
1,142   999 143
2,981   2,727 254
5,319   6,894 -1,575
2,418   2,874 -456
1,692   1,721 -29
1,716   1,591 125
3,668   5,309 -1,641
3,930   5,703 -1,773
920   981 -61
801   773 28
1,377   1,393 -16
2,909   2,787 122
5,816   6,652 -836
684   709 -25
3,287   3,919 -632
3,653   3,506 147
1,336   1,023 313
402   867 -465
2,463   4,459 -1,996
2,758   4,366 -1,608
2,167   4,766 -2,599
636   601 35
2,418   2,418 0
4,485   4,696 -211
1,424   1,187 237
1,666   1,529 137
1,671   1,733 -62
985   985 0
2,030   2,942 -912
761   1,358 -597
1,607   2,458 -851
1,015   1,814 -799
3,101   3,345 -244
5,395   5,395 0
368   490 -122
368   451 -83
1,264   1,354 -90
1,573   1,239 334
2,868   2,868 0
1,333   1,126 207
1,161   1,061 100
132   87 45
1,436   1,170 266
2,679   2,932 -253
876   730 146
248   262 -14
52   44 8
3,523   2,767 756
1,346   1,107 239
8,772   5,533 3,239
3,351   2,213 1,138
2,241   1,328 913
1,702   885 817
2,598   1,328 1,270
4,661   2,371 2,290
4,816   2,214 2,602
963   474 489
1,515   766 749
15,000   15,000 0
2,089   1,839 250
2,095   1,609 486
2,632   1,839 793
5,264   3,400 1,864
3,666   2,848 818
7,168   4,574 2,594
15,000   15,000 0
2,179   2,298 -119
1,386   1,443 -57
9,020   9,501 -481
4,589   1,783 2,806
1,769   796 973
8,193   5,174 3,019
1,069   637 432
2,438   2,225 213
2,807   2,576 231
294   322 -28
3,420   3,544 -124
855   966 -111
581   591 -10
7,262   6,764 498
1,429   1,530 -101
3,573   4,017 -444
2,832   2,128 704
1,416   1,406 10
708   765 -57
5,357   4,256 1,101
1,648   1,735 -87
768   848 -80
2,094   2,083 11
1,326   1,300 26
1,457   703 754
88   47 41
895   587 308
667   450 217
2,353   2,293 60
2,809   2,659 150
1,606   368 1,238
6,531   1,472 5,059
1,427   1,054 373
3,342   1,756 1,586
4,700   4,454 246
2,362   2,128 234
909   657 252
727   608 119
2,000   1,622 378
4,434   3,036 1,398
1,705   1,314 391
1,245   807 438
2,971   1,798 1,173
1,450   1,208 242
1,455   690 765
2,836   1,381 1,455
14,593   10,772 3,821
4,875   4,525 350
2,838   2,217 621
1,447   950 497
7,474   8,410 -936
2,578   1,963 615
5,514   934 4,580
7,857   934 6,923
3,318   467 2,851
1,153   900 253
8,251   6,297 1,954
762   619 143
896   867 29
448   463 -15
1,737   660 1,077
579   222 357
1,937   660 1,277
503   204 299
2,014   880 1,134
4,312   634 3,678
2,791   3,403 -612
2,093   1,652 441
430   325 105
8,698   6,184 2,514
7,015   4,380 2,635
1,913   1,381 532
1,913   1,415 498
1,553   1,248 305
640   416 224
3,202   1,946 1,256
2,830   2,609 221
980   767 213
4,771   3,452 1,319
3,884   1,968 1,916
542   281 261
139   110 29
1,592   1,357 235
2,522   1,712 810
1,909   1,016 893
1,539   917 622
881   164 717
2,684   1,382 1,302
1,412   744 668
112,644   25,242 87,402
9,307   2,199 7,108
1,396   300 1,096
2,682   970 1,712
1,142   884 258
10,528   8,178 2,350
1,119   1,257 -138
2,107   950 1,157
5,468   5,426 42
2,649   2,713 -64
6,960   7,009 -49
1,586   1,066 520
670   533 137
24,800   24,672 128
24,800   24,928 -128
24,758   24,758 0
9,755   6,823 2,932
2,393   888 1,505
4,093   1,184 2,909
6,638   1,874 4,764
29,402   6,856 22,546
14,696   14,696 0
2,039     2,039
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       0
b       147
c       -16
d       -525
e       232
      115
      60
      556
      0
      -325
      16
      143
      254
      -1,575
      -456
      -29
      125
      -1,641
      -1,773
      -61
      28
      -16
      122
      -836
      -25
      -632
      147
      313
      -465
      -1,996
      -1,608
      -2,599
      35
      0
      -211
      237
      137
      -62
      0
      -912
      -597
      -851
      -799
      -244
      0
      -122
      -83
      -90
      334
      0
      207
      100
      45
      266
      -253
      146
      -14
      8
      756
      239
      3,239
      1,138
      913
      817
      1,270
      2,290
      2,602
      489
      749
      0
      250
      486
      793
      1,864
      818
      2,594
      0
      -119
      -57
      -481
      2,806
      973
      3,019
      432
      213
      231
      -28
      -124
      -111
      -10
      498
      -101
      -444
      704
      10
      -57
      1,101
      -87
      -80
      11
      26
      754
      41
      308
      217
      60
      150
      1,238
      5,059
      373
      1,586
      246
      234
      252
      119
      378
      1,398
      391
      438
      1,173
      242
      765
      1,455
      3,821
      350
      621
      497
      -936
      615
      4,580
      6,923
      2,851
      253
      1,954
      143
      29
      -15
      1,077
      357
      1,277
      299
      1,134
      3,678
      -612
      441
      105
      2,514
      2,635
      532
      498
      305
      224
      1,256
      221
      213
      1,319
      1,916
      261
      29
      235
      810
      893
      622
      717
      1,302
      668
      87,402
      7,108
      1,096
      1,712
      258
      2,350
      -138
      1,157
      42
      -64
      -49
      520
      137
      128
      -128
      0
      2,932
      1,505
      2,909
      4,764
      22,546
      0
      2,039
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 2 216,304
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,653
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 3,653
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 3,653
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,014
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,014
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 4,361
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,361 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMEARA WELCH BROWNE PC Telephone no.right arrow (816) 561-1400

Located atright arrow4121 W 83RD ST SUITE 260PRAIRIE VILLAGEKS ZIP+4right arrow662085472
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
MARY DANA BARTIMUS PRESIDENT/DIRECTOR
1.00
0 0 0
14904 CHADWICK ST
OVERLAND PARK,KS66224
JAMES R BARTIMUS VICE PRESIDENT/TREASURER/DIRECTOR
1.50
0 0 0
14904 CHADWICK ST
OVERLAND PARK,KS66224
GARY J BROUILLETTE SECRETARY/DIRECTOR
0.25
0 0 0
2323 GRAND BLVD STE 1000
KANSAS CITY,MO64108
IAN C BARTIMUS VICE PRESIDENT/DIRECTOR
1.00
0 0 0
14904 CHADWICK ST
OVERLAND PARK,KS66224
PHILIP D BARTIMUS VICE PRESIDENT/DIRECTOR
1.00
0 0 0
14904 CHADWICK ST
OVERLAND PARK,KS66224
SKY KURLBAUM DIRECTOR
0.25
0 0 0
14904 CHADWICK ST
OVERLAND PARK,KS66224
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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
2,302,145
b
Average of monthly cash balances.......................
1b
103,118
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,405,263
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
2,405,263
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
36,079
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,369,184
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
118,459
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
118,459
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,653
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,653
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
114,806
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
114,806
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
114,806
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
133,515
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
133,515
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 114,806
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 9,908
c From 2021......  
d From 2022...... 7,989
e From 2023......  
f Total of lines 3a through e ........ 17,897
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 133,515
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 114,806
e Remaining amount distributed out of corpus 18,709
5 Excess distributions carryover applied to 2024. 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 36,606
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
36,606
10 Analysis of line 9:
a Excess from 2020.... 9,908
b Excess from 2021....  
c Excess from 2022.... 7,989
d Excess from 2023....  
e Excess from 2024.... 18,709
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
MARY DANA BARTIMUS
JAMES R BARTIMUS
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARY DANA BARTIMUS DIRECTOR
14904 CHADWICK ST
OVERLAND PARK,KS66224
(816) 561-1400
bThe form in which applications should be submitted and information and materials they should include:
ALL GRANT REQUESTS TO THE DANAJAMES KIDS FOUNDATION SHOULD INCLUDE: 1. NAME, ADDRESS, TELEPHONE NUMBER AND CONTACT PERSON 2. PURPOSE OF THE ORGANIZATION 3. COPY OF MOST RECENT DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE RECOGNIZING TAX EXEMPT STATUS OF ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE 4. AMOUNT REQUESTED FROM THE DANAJAMES KIDS FOUNDATION 5. DESCRIPTION OF THE PROJECT-WHAT, WHERE, WHY, WHEN AND HOW 6. THE COMMUNITY NEED THIS PROJECT SERVES 7. ANTICIPATED BUDGET FOR THE PROJECT AND OTHER SOURCES OF FUNDS 8. DATES WHEN THE FOUNDATION CAN EXPECT A PROGRESS REPORT PRIOR TO ITS IMPLEMENTATION AND A FINAL REPORT ONCE THE PROJECT IS COMPLETED 9. COPY OF THE ORGANIZATION'S MOST RECENT FINANCIAL STATEMENTS
cAny submission deadlines:
DEADLINES FOR RECEIPT OF APPLICATIONS ARE DECEMBER 2ND.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANT APPLICATION GUIDELINES 1. APPLICATIONS FOR FUNDING MUST BE TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 2. THE FOUNDATION WILL NOT PARTICIPATE IN ANY POLITICAL CAMPAIGN ON BEHALF OF ANY CANDIDATE. 3. THE FOUNDATION PREFERS TO FUND SPECIFIC PROGRAMS AND SPECIAL PROJECTS WHICH HAVE MEASURABLE RESULTS. 4. THE FOUNDATION PREFERS TO ALLOCATE FUNDS TO ORGANIZATION ONCE IN A CALENDAR YEAR UNLESS THERE ARE UNUSUAL FINANCIAL CIRCUMSTANCES. 5. THE FOUNDATION PREFERS TO SUPPORT ORGANIZATIONS IN THE KANSAS CITY METROPOLITAN AREA.
Form 990-PF (2024)
Form 990-PF (2024)
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

BELTON EDUCATIONAL FOUNDATION

110 W WALNUT ST
BELTON,MO64102
  PC GENERAL OPERATING 5,000

ELMWOOD CEMETERY SOCIETY

PO BOX 270255
KANSAS CITY,MO64127
  PC GENERAL OPERATING 2,500

FIND FOOD BANK

83775 CITRUS AVE
INDIO,CA92201
  PC GENERAL OPERATING 5,000

HARVESTERS

3801 TOPPING AVE
KANSAS CITY,MO64129
  PC GENERAL OPERATING 5,000

INTERNATIONAL ACADEMY OF TRIAL LAWYERS FOUNDATION

1935 COUNTRY RD B2 WEST STE 165
ROSEVILLE,MN55113
  PC GENERAL OPERATING 1,000

INTERNATIONAL SOCIETY OF BARRISTERS FOUNDATION

PO BOX 21320
DURHAM,NC27703
  PC GENERAL OPERATING 1,000

KIDS AND CARS INC

10 RIGHTERS FERRY RD
BALA CYNWYD,PA19004
  PC GENERAL OPERATING 10,000

LILY'S HOUSE

101 N KENTUCKY
ADRIAN,MO64720
  PC GENERAL OPERATING 5,000

MILITARY MATTERS FBO KANSAS CITY METROPOLITAN BAR FOUNDATION

2300 MAIN ST STE 100
KANSAS CITY,MO64108
  PC GENERAL OPERATING 5,000

ST ANDREW'S EPISCOPAL CHURCH

6401 WORNALL TERR
KANSAS CITY,MO64113
  PC GENERAL OPERATING 25,000

THE CHILDREN'S PLACE

6401 ROCKHILL RD
KANSAS CITY,MO64131
  PC GENERAL OPERATING 10,000

UMKC FOUNDATION

5115 OAK ST 202
KANSAS CITY,MO64112
  PC GENERAL OPERATING 2,500

WAYSIDE WAIFS

3901 MARTHA TRUMAN RD
KANSAS CITY,MO64137
  PC GENERAL OPERATING 10,000

WELCOME HOUSE INC

1414 E 27TH ST
KANSAS CITY,MO64108
  PC GENERAL OPERATING 5,000

UMKC LAW FOUNDATION

5000 HOLMES ST
KANSAS CITY,MO64110
  PC GENERAL OPERATING 25,000

THE UNIVERSITY OF KANSAS HEALTH SYSTEM

PO BOX 928
LAWRENCE,KS66044
  PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 127,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 20,441  
4 Dividends and interest from securities ....     14 38,072  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 216,304  
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) .. 0 274,817 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
274,817
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE DANAJAMES KIDS FOUNDATION
 
Employer identification number

43-1698498
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE DANAJAMES KIDS FOUNDATION
 
Employer identification number
43-1698498
Part I
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
JAMES R AND MARY DANA BARTIMUS
14904 CHADWICK ST
 
OVERLAND PARK, KS66224

$ 151,535


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
JAMES R AND MARY DANA BARTIMUS
14904 CHADWICK ST
 
OVERLAND PARK, KS66224

$ 7,150


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE DANAJAMES KIDS FOUNDATION
 
Employer identification number

43-1698498
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
1
WMT - 312 SHARES $ 29,670 2024-12-11
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SCHG - 4,241 SHARES $ 121,865 2024-12-12
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE DANAJAMES KIDS FOUNDATION
 
Employer identification number

43-1698498
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE DANAJAMES KIDS FOUNDATION
EIN:
43-1698498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND RETURN PREPARATION 18,730 0   6,515

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE DANAJAMES KIDS FOUNDATION
EIN:
43-1698498
Name of Bond End of Year Book Value End of Year Fair Market Value
3M CO SR GLBL NT 9,995 9,966
BK OF AMERICA CORP FR 15,119 14,932
CHARLES SCHWAB CORP SR GLBL NT 10,045 9,971
EMERSON ELEC CO SR GLBL NT 21,958 23,495
RIVERPARK SHORT TERM HIGH YIELD FUND CLASS INSTITUTIONAL 23,930 23,931
ACCRUED INTEREST - CORPORATE BOND 596 596

TY 2024 InvestmentsCorpStockSchedule
Name:
THE DANAJAMES KIDS FOUNDATION
EIN:
43-1698498
Name of Stock End of Year Book Value End of Year Fair Market Value
ADVANCED MICRO DEVICES INC 10,268 9,663
ALPHABET INC CAP STK CL A 16,007 75,720
ALPHABET INC CAP STK CL C 11,914 20,948
AMAZON.COM INC 11,068 27,424
AMENTUM HOLDINGS INC 1,552 1,577
AMGEN INC 7,552 13,032
APA CORP (US) 11,895 11,776
APPLE INC 4,308 25,042
BANK OF NEW YORK MELLON CORP 6,400 15,366
BAXTER INTERNATIONAL INC 11,295 10,060
BERKSHIRE HATHAWAY INC 15,430 31,729
BROADCOM INC 2,923 34,776
CAMDEN PROPERTY TRUST 4,477 5,222
CAMECO CORP 5,249 6,938
CANADIAN PACIFIC KANSAS CITY LTD 8,577 8,684
CHARLES SCHWAB CORP 16,100 19,983
CHEVRON CORPORATION 11,890 28,968
CHEWY INC 6,510 11,722
CIGNA GROUP 12,029 12,426
CISCO SYSTEMS 7,620 19,832
CITIGROUP INC 23,468 34,139
CORTEVA INC 3,933 4,557
CROWN CASTLE INC 13,708 12,252
DISNEY WALT COMPANY 25,514 30,064
EATON CORPORATION PLC 4,049 18,253
ELANCO ANIMAL HEALTH INC 4,847 4,178
EMERSON ELECTRIC CO 8,431 14,871
EXXON MOBIL CORP 16,074 17,211
FEDERATED HERMES INC 8,726 14,182
FEDEX CORP 8,251 14,066
GENUINE PARTS CO 4,142 7,006
HEALTHCARE REALTY TRUST INC 6,859 8,560
HERSHEY CO 11,141 10,161
ISHARES CORE S&P 500 ETF 328,470 397,359
ISHARES MSCI EAFE ETF 78,044 86,952
ISHARES MSCI EAFE GROWTH ETF 51,677 72,623
ISHARES RUSSELL 2000 VALUE ETF 14,248 16,417
ISHARES U.S. UTILITIES ETF 12,036 18,280
JACOBS SOLUTIONS INC 7,252 10,022
JOHNSON & JOHNSON 21,570 20,247
JPMORGAN CHASE & CO 13,744 25,170
KENVUE INC 10,266 12,170
KLA CORP 2,799 18,904
LULULEMON ATHLETICA INC 8,185 11,472
LVMH MOET HENNESSY LOUIS VUITTON SE 7,428 7,897
MEDTRONIC PLC 17,174 16,775
MERCK & CO INC 3,497 10,445
MICROSOFT CORP 932 14,753
MOBILEYE GLOBAL INC 4,171 5,876
NEWMONT CORPORATION 8,442 9,119
NEXTERA ENERGY INC 24,663 23,299
NIKE INC 9,716 9,080
NOVARTIS AG 9,913 11,677
ORACLE CORP 4,003 5,832
PHILIP MORRIS INTERNATIONAL INC 18,710 23,468
PROCTER & GAMBLE CO 5,535 11,736
PROSPERITY BANCSHARES INC 12,580 16,954
PRUDENTIAL FINANCIAL INC 9,792 17,187
REALTY INCOME CORP 9,771 9,881
ROYAL BANK OF CANADA 5,623 12,051
RTX CORP 2,681 14,002
SANDOZ GROUP AG 9,792 13,945
SHELL PLC 9,825 25,373
SOUTHWEST AIRLINES CO 6,573 7,396
SPDR S&P MIDCAP 400 ETF TRUST 31,141 56,958
SPDR S&P REGIONAL BANKING ETF 11,464 14,786
TARGET CORP 6,335 13,518
TECK RESOURCES LTD 5,371 4,458
THERMO FISHER SCIENTIFIC INC 12,332 13,006
THORNBURG INTERNATIONAL EQUITY FUND CLASS I 21,100 21,902
TRUIST FINANCIAL CORP 5,643 5,856
ULTA BEAUTY INC 5,554 6,524
UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS L 36,896 50,895
UNION PACIFIC CORP 8,718 10,262
UNITED PARCEL SERVICE INC 11,700 13,871
VAIL RESORTS INC 5,280 5,623
VANGUARD REAL ESTATE INDEX FUND ETF SHARES 8,751 10,689
VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES 89,758 144,620
WALMART INC 3,446 15,811
WARNER BROS DISCOVERY INC 5,761 7,029
ACCRUED INTEREST - CORPORATE STOCK 1,349 1,349

TY 2024 InvestmentsGovtObligationsSch
Name:
THE DANAJAMES KIDS FOUNDATION
EIN:
43-1698498
US Government Securities - End of Year Book Value:

494,228
US Government Securities - End of Year Fair Market Value:

493,889
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 LegalFeesSchedule
Name:
THE DANAJAMES KIDS FOUNDATION
EIN:
43-1698498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 121 0   0


TY 2024 OtherDecreasesSchedule
Name:
THE DANAJAMES KIDS FOUNDATION
EIN:
43-1698498
Description Amount
FMV OVER COST BASIS ON MKT SECURITIES RECEIVED 116,938
WASH SALE ADJUSTMENTS 926
RETURN OF CAPITAL ADJUSTMENT 186


TY 2024 OtherExpensesSchedule
Name:
THE DANAJAMES KIDS FOUNDATION
EIN:
43-1698498
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 11,434 11,434   0
FOREIGN CONVERSION EXPENSE 41 41   0
BANK FEES 95 95   0


TY 2024 OtherIncreasesSchedule
Name:
THE DANAJAMES KIDS FOUNDATION
EIN:
43-1698498
Description Amount
NONDIVIDEND DISTRIBUTIONS 1,159


TY 2024 TaxesSchedule
Name:
THE DANAJAMES KIDS FOUNDATION
EIN:
43-1698498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES-FOREIGN 461 461   0
TAXES-FEDERAL 8,000 0   0