Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE SOSLAND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2345 GRAND BLVD STE 1950
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64108
A Employer identification number

44-6007129
B Telephone number (see instructions)

(816) 756-1000
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$105,745,628J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 434,836 434,836  
4 Dividends and interest from securities... 902,694 902,694  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,638,459
b Gross sales price for all assets on line 6a 5,190,140
7 Capital gain net income (from Part IV, line 2)... 2,638,459
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
257,661 257,661  
12 Total. Add lines 1 through 11........ 4,233,650 4,233,650  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 256,098 0   256,098
14 Other employee salaries and wages...... 112,729 45,633   67,096
15 Pension plans, employee benefits....... 53,151 11,472   41,679
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
89 89   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
69,600 69,600   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
266,771 266,771   0
17 Interest............... 19,047 19,047   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
44,902 27,086   17,816
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 7,620 823   6,797
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
456,873 184,927   15,720
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,286,880 625,448   405,206
25 Contributions, gifts, grants paid....... 4,144,340 4,144,340
26 Total expenses and disbursements. Add lines 24 and 25 5,431,220 625,448   4,549,546
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,197,570
b Net investment income (if negative, enter -0-) 3,608,202
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,336,200 2,859,674 2,859,674
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) 4,794,632 Click to see attachment
List of Attached Documents:
// Content
4,854,728 		4,551,538
b Investments—corporate stock (attach schedule)....... 29,153,707 Click to see attachment
List of Attached Documents:
// Content
28,902,529 		75,666,586
c Investments—corporate bonds (attach schedule)....... 6,687,143 Click to see attachment
List of Attached Documents:
// Content
6,826,343 		6,392,609
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 1,523,567 1,546,893 1,392,937
13 Investments—other (attach schedule).......... 9,019,755 Click to see attachment
List of Attached Documents:
// Content
8,232,832 		14,379,603
14 Land, buildings, and equipment: basis right arrow544,436
Less: accumulated depreciation (attach schedule) right arrow51,606 492,830 Click to see attachment
List of Attached Documents:
// Content
492,830 		492,830
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
9,851 		Click to see attachment
List of Attached Documents:
// Content
9,851
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 55,007,834 53,725,680 105,745,628
Liabilities 17 Accounts payable and accrued expenses..........   4,857
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 4,857
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........ 16,468,874 16,468,874
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 38,538,960 37,251,949
29 Total net assets or fund balances (see instructions)..... 55,007,834 53,720,823
30 Total liabilities and net assets/fund balances (see instructions). 55,007,834 53,725,680
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
55,007,834
2
Enter amount from Part I, line 27a .....................
2
-1,197,570
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,174
4
Add lines 1, 2, and 3 ..........................
4
53,815,438
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
94,615
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
53,720,823
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a COMMERCE #1017 SHORT TERM      
b COMERCE #1017 LONG TERM      
c SCHWAB #9122 LONG TERM      
d SCHWAB #3192 SHORT TERM      
e SCHWAB #3192 LONG TERM      
NET SHORT TERM CAP GAIN FROM PARTNERSHIPS      
NET LONG TERM CAP GAIN FROM PARTNERSHIPS      
NET SECTION 1231 GAIN FROM PARTNERSHIPS      
SECTION 1256 GAIN FROM PARTNERSHIPS      
COMMERCE #2011 LONG TERM      
(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 311,236   315,256 -4,020
b 1,232,669   1,314,014 -81,345
c 1,500,499   167,187 1,333,312
d 67,182   78,709 -11,527
e 293,946   272,765 21,181
689     689
1,275,297     1,275,297
8,265     8,265
    41 -41
500,357   403,709 96,648
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       -4,020
b       -81,345
c       1,333,312
d       -11,527
e       21,181
      689
      1,275,297
      8,265
      -41
      96,648
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 2,638,459
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 50,154
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 50,154
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 50,154
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 94,278
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 104,278
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 54,124
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow54,124 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SOSLANDFOUNDATION.ORG
14
The books are in care ofright arrowDEBORAH SOSLAND-EDELMAN Telephone no.right arrow (816) 756-1000

Located atright arrow4801 MAIN STREET SUITE 650KANSAS CITYMO ZIP+4right arrow64112
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DEBORAH SOSLAND-EDELMAN ASST SECRETARY, ASST TREAS
30.00 		256,098 0 0
4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112
L JOSHUA SOSLAND DIRECTOR
1.00 		0 0 0
4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112
BLANCHE E SOSLAND DIRECTOR
1.00 		0 0 0
4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112
DAVID N SOSLAND DIRECTOR
1.00 		0 0 0
4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112
SARAH SOSLAND DIRECTOR
1.00 		0 0 0
4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112
NEIL N SOSLAND SECRETARY, DIRECTOR
1.00 		0 0 0
4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112
MEYER J SOSLAND TREASURER
1.00 		0 0 0
4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112
CHARLES S SOSLAND CHAIRMAN, DIRECTOR
1.00 		0 0 0
4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112
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 (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
92,474,177
b
Average of monthly cash balances.......................
1b
4,028,516
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
96,502,693
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
96,502,693
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,447,540
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
95,055,153
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,752,758
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
4,752,758
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
50,154
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
50,154
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,702,604
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,702,604
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
4,702,604
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
4,549,546
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
4,549,546
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,702,604
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 280,215
d From 2021...... 346,304
e From 2022...... 133,560
f Total of lines 3a through e ........ 760,079
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,549,546
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 4,549,546
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 153,058 153,058
(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 5 607,021
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		607,021
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 127,157
c Excess from 2021.... 346,304
d Excess from 2022.... 133,560
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DEBBIE SOSLAND-EDELMAN
4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112
(816) 756-1000
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE IN WRITTEN FORM TO PROVIDE: A CLEAR DESCRIPTION OF THE PROJECT, BACKGROUND ON THE PROPOSING ORGANIZATION, A BUDGET OUTLINING HOW THE FUNDS WILL BE SPENT AND OVER WHAT PERIOD OF TIME, A LIST OF OTHER POSSIBLE SOURCES OF FUNDING, AND A COPY OF THE MOST RECENT TAX EXEMPT RULING FROM THE IRS.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS WILL GENERALLY BE MADE IN EXCESS OF $1,000. GRANTS TO ORGANIZATIONS WITHIN THE JEWISH COMMUNITY ARE TO BE AT 50% OF THE TOTAL AWARDS EACH YEAR. PREFERENCE IS GIVEN TO ORGANIZATIONS WITHIN THE KANSAS CITY METROPOLITAN AREA.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ABILITY KC

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 5,000

AGRICULTURE FUTURE OF AMERICA

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 15,000

AMERICAN CANCER SOCIETY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 150

AMERICAN FRIENDS OF MAGEN DAVID ADOM

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 418

AMERICAN HEART ASSOCIATION

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 150

AMERICAN KIDNEY FUND

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 300

ANTI DEFAMATION LEAGUE OF B'NAI B'RITH

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 2,000

ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 5,150

AVENUE OF LIFE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 1,000

BARNARD COLLEGE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 5,000

BIONEXUS KC

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 30,000

BOYS AND GIRLS CLUBS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 55,000

CAMPS FOR KIDS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 5,000

CAPITAL AREA FOOD BANK

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 250

CAPITAL JEWISH MUSEUM

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 430

CENTER FOR PRACTICAL BIOETHICS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 15,000

CHABAD HOUSE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 39,500

CHABAD LUBAVITCH OF CAPE COD

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 5,000

CHABAD LUBAVITCH OF MIDTOWN

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 2,500

CHABAD LUBAVITCH OF THE US VIRGIN ISLANDS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 5,000

CHABAD ON THE PLAZA

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 2,500

CHARLOTTE STREET FOUNDATION

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 10,000

CHILD PROTECTION CENTER

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 75,000

CHILDREN'S MERCY HOSPITAL

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 200,000

CHILDRENS RESCUE MISSION

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 100

CITY YEAR

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 50,000

CLARK UNIVERSITY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 1,500

CONGREGATION BIAV

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 1,650

CONGREGATION BETH SHALOM

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 1,068,261

CROSSROADS CHARTER SCHOOLS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 25,000

DENVER JEWISH DAY SCHOOL

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 2,500

DOCTORS WITHOUT BORDERS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 2,700

DONNELLY COLLEGE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 60,000

EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 3,800

FEEDING WESTCHESTER

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 500

FOOD BANK OF SOMERSET COUNTY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 500

FRIENDS OF CHAMBER MUSIC

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 16,500

GREENWICH HOSPITAL

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 300

HAPPY BOTTOMS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 1,000

HARVESTERS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 13,430

HEART OF AMERICA SHAKESPEARE FESTIVAL

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 5,000

HEART TO HEART INTERNATIONAL

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 500

HEARTLAND CENTER FOR JOBS AND FREEDOM

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 360

HILLEL INTERNATIONAL

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 1,000

HORIZON ACADEMY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 500

HYMAN BRAND HEBREW ACADEMY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 161,100

INTERNATIONAL RELATIONS COUNCIL

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 1,000

JACKSON COUNTY CASA

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 180

JCRBAJC

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 10,000

JDRF MID ATLANTIC CHAPTER

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 2,500

JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 2,500

JEWISH FAMILY SERVICES

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 11,000

JEWISH FEDERATION ISRAEL EMERGENCY FUND

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 4,000

JEWISH FEDERATION OF GREATER KANSAS CITY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 672,750

JEWISH FEDERATION OF GREATER WASHINGTON

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 2,000

JEWISH FEDERATIONS OF NORTH AMERICA

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 500

JEWISH THEOLOGICAL SEMINARY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 48,500

JEWISH VOCATIONAL SERVICE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 500

JUVENILE DIABETES RESEARCH FOUNDATION MID-ATLANTIC

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 100

KANBE'S MARKETS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 30,000

KANSAS CITY ART INSTITUTE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 77,500

KANSAS CITY BALLET

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 12,500

KANSAS CITY GIRLS PREPERATORY ACADEMY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 175,000

KANSAS CITY REPERTORY THEATRE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 10,000

KANSAS CITY SYMPHONY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 26,000

KANSAS CITY YOUNG AUDIENCES

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 20,000

KANSAS CITY ZOO

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC ENVIRONMENTAL 25,000

KCUR

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CIVIC 15,360

KEMPER MUSEUM OF CONTEMPORARY ART

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 5,000

LINDA HALL LIBRARY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 2,500

LYRIC OPERA

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 20,500

MAINE MUSEUM OF INNOVATION LEARNING AND LABOR

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 250

MARTINSVILLE RESCUE SQUAD

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 100

MAZON

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 500

METROPOLITAN COMMUNITY COLLEGE FOUNDATION

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 25,000

MIDWEST CENTER FOR HOLOCAUST EDUCATION

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 1,000

MOCSA

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 500

MT CARMEL CEMETERY FUND

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 500

MUSEUM AT PRAIRIEFIRE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 25,000

NATIONAL COUNCIL OF JEWISH WOMEN

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 500

NEW JERSEY THEATRE ALLIANCE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 1,250

NEW REFORM TEMPLE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 67,500

NEW YORKERS FOR PARKS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC ENVIRONMENTAL 500

NONPROFIT CONNECT

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 2,000

OPERATION BREAKTHROUGH

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 2,500

PAWS FOR PURPLE HEARTS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 250

PAWSPERITY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 25,000

PEDIATRIC CANCER FOUNDATION

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 250

PEMBROKE HILL SCHOOL

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 105,750

PKD FOUNDATION

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 500

PLANNED PARENTHOOD GREAT PLAINS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 35,000

PLANNED PARENTHOOD HUDSON PECONIC

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 500

PRARIE SKY COUNSELING CENTER

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 30,000

PUSHCART PLAYERS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 250

RECONCILIATION SERVICES

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 134,000

ROCKHURST UNIVERSITY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 62,500

SCHECHTER INSTITUTE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 20,500

SCHOOL OF AMERICAN BALLET

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 1,000

SPECIAL OLYMPICS CONNECTICUT

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 250

ST JUDE RESEARCH HOSPITAL

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 3,500

STATE THEATRE OF NEW JERSEY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 200

STORAHTELLING

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 500

TEACHERS LIKE ME

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 30,000

TEAM RUBICON

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 1,000

TEMPLE SHOLOM

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 500

THE CHILDREN'S PLACE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 62,500

THE DOE FUND

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 1,000

THE SCLERODERMA FOUNDATION

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 500

TORAH FUND

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 600

TRUMAN LIBRARY INSTITUTE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 113,500

TUNNEL TO TOWERS FOUNDATION

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 200

TURNING POINT

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 20,500

UMKC BLOCH SCHOOL OF BUSINESS

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 10,000

UMKC CONSERVATORY OF MUSIC

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 250

UNION STATION KANSAS CITY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CULTURAL ARTS 87,500

UNITED JEWISH APPEAL FEDERATION OF NY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 500

UNITED WAY OF GREATER KANSAS CITY

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CIVIC 27,876

UNITED WE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC CIVIC 50,000

URBAN EDUCATION RESEARCH CENTER

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 8,500

VIBRANT HEALTH

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 30,000

VILLAGE SHALOM

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC JEWISH 625

WELCOME HOUSE

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 65,000

WHITE PLAINS HOSPITAL MEDICAL CENTER

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC HEALTH 300

WILDWOOD OUTDOOR EDUCATION CENTER

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC EDUCATION 5,000

WOMEN'S EMPLOYMENT NETWORK

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 10,000

WORLD CENTRAL KITCHEN

4801 MAIN STREET SUITE 650
KANSAS CITY,MO64112 		  PC SOCIAL WELFARE 1,000
Total .................................right arrow 3a 4,144,340
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 434,836  
4 Dividends and interest from securities ....     14 902,694  
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 .....     14 257,661  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,638,459  
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 4,233,650 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,233,650
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCTG FEES 69,600 69,600   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR LEASE CORP SENIOR UNSECURED NOTE: 60000 UNITS 56,855 56,739
AMEREN ILLINOIS COMPANY FIRST LIEN NOTE: 120000 UNITS 119,635 121,524
AMERICAN HONDA FINANCE SENIOR UNSECURED NOTE: 130000 UNITS 129,994 122,226
AMERIPRISE FINANCIAL INC SENIOR UNSECURED NOTE: 115000 UNITS 114,220 113,575
AMGEN INC SENIOR UNSECURED NOTE: 65000 UNITS 64,906 68,386
APACHE CORP SENIOR UNSECURED NOTE: 60000 UNITS 66,926 51,409
ARIZONA PUBLIC SERVICE SENIOR UNSECURED NOTE: 115000 UNITS 117,146 113,681
BANK OF AMERICA CORP SENIOR UNSECURED NOTE: 125000 UNITS 125,000 120,306
BELL CANADA SENIOR UNSECURED NOTE: 80000 UNITS 79,944 82,090
BERKSHIRE HATHAWAY FINANCE NOTE: 110000 UNITS 108,682 124,315
BURLINGTON NORTHERN SANTA FE SENIOR UNSECURED NOTE: 100000 UNITS 99,199 84,954
CAMDEN PROPERTY TRUST SENIOR UNSECURED NOTE: 130000 UNITS 138,756 116,250
CANADIAN PACIFIC RAILWAY SENIOR UNSECURED NOTE: 65000 UNITS 60,898 61,592
CAPITAL ONE FINANCIAL CORP SUBORDINATED NOTE: 60000 UNITS 59,184 57,460
CARLISLE COS INC SENIOR UNSECURED NOTE: 60000 UNITS 56,205 57,490
CELGENE CORP SENIOR UNSECURED NOTE: 60000 UNITS 59,794 57,155
CENTERPOINT ENERGY HOUSTON ELEC LLC SECURED NOTE: 100000 UNITS 99,861 95,141
CHARLES SCHWAB CORP SENIOR UNSECURED NOTE: 130000 UNITS 140,733 127,616
CITIGROUP INC SENIOR UNSECURED NOTE: 70000 UNITS 70,000 57,702
COMCAST CORP SENIOR UNSECURED NOTE: 130000 UNITS 129,689 99,783
COMMONWEALTH EDISON CO SECURED NOTE: 100000 UNITS 99,981 84,708
CONOCOPHILLIPS COMPANY SENIOR UNSECURED NOTE: 85000 UNITS 84,836 87,328
CUMMINS INC SENIOR UNSECURED NOTE: 140000 UNITS 140,482 116,750
DUKE ENERGY FL PROJECT FINANCE SECURED NOTE: 94440.74 UNITS 89,679 88,417
DUKE ENERGY INDIANA INC NOTE: 90000 UNITS 120,198 100,855
EMERSON ELECTRIC CO SENIOR UNSECURED NOTE: 140000 UNITS 139,691 125,461
ENERGY TRANSFER PARTNERS SENIOR UNSECURED NOTE: 65000 UNITS 61,390 63,979
ERP OPERATING LP SENIOR UNSECURED NOTE: 100000 UNITS 99,076 95,507
EXXON MOBIL CORPORATION SENIOR UNSECURED NOTE: 100000 UNITS 100,000 97,107
FIDELITY NATIONAL INFO SERVICES SENIOR UNSECURED NOTE: 75000 UNITS 74,881 74,995
GENERAL MOTORS FINANCIAL COMPANY SENIOR UNSECURED NOTE: 55000 UNITS 54,988 56,516
GOLDMAN SACHS GROUP INCORPORATED SUBORDINATED NOTE: 50000 UNITS 62,303 55,037
GONZAGA UNIVERSITY SECURED NOTE: 60000 UNITS 60,000 49,336
JM SMUCKER CO SENIOR UNSECURED NOTE: 70000 UNITS 69,680 56,511
JOHN DEERE CAPITAL CORP SENIOR UNSECURED NOTE: 110000 UNITS 109,937 101,551
JPMORGAN CHASE & CO SENIOR UNSECURED NOTE: 140000 UNITS 140,000 124,131
KIMCO REALTY CORP SENIOR UNSECURED NOTE: 55000 UNITS 54,687 53,055
LABORATORY CORPORATION OF AMERICA SENIOR UNSECURED NOTE: 75000 UNITS 74,950 69,300
LOEWS CORP SENIOR UNSECURED NOTE: 120000 UNITS 143,170 106,184
MAGNA INTERNATIONAL INC SENIOR UNSECURED NOTE: 135000 UNITS 142,641 133,718
METLIFE INC JUNIOR SUBORDINATED NOTE: 35000 UNITS 54,250 46,796
MID-AMERICA APARTMENTS SENIOR UNSECURED NOTE: 120000 UNITS 120,611 117,886
MITSUBISHI UFJ FIN GROUP SENIOR UNSECURED NOTE: 140000 UNITS 140,000 134,981
MORGAN STANLEY SENIOR UNSECURED NOTE: 100000 UNITS 92,834 97,398
NATIONAL RURAL UTIL COOP SECURED NOTE: 130000 UNITS 141,535 137,669
NEVADA POWER CO SECURED NOTE: 100000 UNITS 121,789 99,461
NORTHROP GRUMMAN CORP SENIOR UNSECURED NOTE: 55000 UNITS 54,911 52,902
ONEOK INC SENIOR UNSECURED NOTE: 65000 UNITS 64,797 63,168
ORACLE CORP SENIOR UNSECURED NOTE: 125000 UNITS 124,488 121,321
PACCAR FINANCIAL CORP SENIOR UNSECURED NOTE: 110000 UNITS 109,865 102,453
PFIZER INC SENIOR UNSECURED NOTE: 70000 UNITS 83,820 61,228
PNC FINANCIAL SERVICES SENIOR UNSECURED NOTE: 120000 UNITS 116,399 113,808
PRAXAIR INC SENIOR UNSECURED NOTE: 130000 UNITS 137,912 126,836
PRECISION CASTPARTS CORP SENIOR UNSECURED NOTE: 110000 UNITS 110,961 107,718
PROGRESSIVE CORP SENIOR UNSECURED NOTE: 110000 UNITS 109,962 103,168
PRUDENTIAL FUNDING ASIA SENIOR UNSECURED NOTE: 130000 UNITS 119,630 117,971
PUBLIC STORAGE SENIOR UNSECURED NOTE: 140000 UNITS 139,917 125,706
REALTY INCOME CORP SENIOR UNSECURED NOTE: 60000 UNITS 59,203 56,932
REINSURANCE GROUP OF AMERICA SENIOR UNSECURED NOTE: 75000 UNITS 74,816 71,342
STATE STREET CORP SENIOR UNSECURED NOTE: 130000 UNITS 130,000 126,400
T MOBILE USA INC SENIOR UNSECURED NOTE: 65000 UNITS 64,737 68,776
TRAVELERS COS INC SENIOR UNSECURED NOTE: 120000 UNITS 119,525 129,394
TYCO ELECTRONICS GROUP S SENIOR UNSECURED NOTE: 45000 UNITS 61,287 52,993
UNION PACIFIC RR CO 1ST LIEN PASS THRU CERTIFICATES: 83411.93 UNITS 83,412 78,202
US BANCORP SENIOR UNSECURED NOTE: 150000 UNITS 150,000 143,676
VERIZON COMMUNICATIONS SENIOR UNSECURED NOTE: 90000 UNITS 68,735 74,859
WALT DISNEY COMPANY/THE SENIOR UNSECURED NOTE: 55000 UNITS 77,503 64,217
WELLS FARGO & COMPANY SENIOR UNSECURED NOTE: 110000 UNITS 103,400 113,829
WISCONSIN ELECTRIC POWER SENIOR UNSECURED NOTE: 70000 UNITS 69,856 70,495
WISCONSIN POWER & LIGHT SENIOR UNSECURED NOTE: 100000 UNITS 99,991 81,184

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLAKOS INC: 1439 UNITS 3,238 3,928
ISHARES RUSSELL 3000 ETF: 48328 UNITS 4,608,518 13,229,307
VANGUARD MID CAP ETF: 9127 UNITS 1,898,692 2,123,305
VANGUARD S&P 500 ETF: 24037 UNITS 8,260,598 10,499,362
VANGUARD SMALL-CAP ETF: 9619 UNITS 1,898,800 2,052,021
VALENS SEMICONDUCTOR LTD ADR: 67646 UNITS 339,542 165,733
ISHARES MSCI ACWI INDEX FUND ETF: 45806 UNITS 1,775,198 2,337,938
VANGUARD FTSE ALL WORLD EX US INDEX FUND ETF: 115271 UNITS 6,441,086 6,471,314
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF: 5306 UNITS 330,087 307,536
ADOBE INC: 162 SHRS 39,460 96,649
AIRBNB INC: 606 SHRS 69,607 82,501
ASML HOLDING NV: 113 SHRS 70,057 85,532
BLACKSTONE INC: 611 SHRS 58,474 79,992
CHIPOTLE MEXICAN GRILL: 35 SHRS 45,277 80,044
DANAHER CORP: 297 SHRS 60,056 68,708
ESTEE LAUDER CO INC: 403 SHRS 66,221 58,939
ILLUMINA INC COM: 332 SHRS 64,242 46,228
INTUIT INC: 173 SHRS 44,685 108,130
INTUITIVE SURGICAL: 253 SHRS 36,256 85,352
LILLY ELI & CO: 105 SHRS 38,978 61,207
LULULEMON ATHLETICA: 143 SHRS 47,812 73,114
MICROSOFT CORP: 237 SHRS 36,266 89,121
MSCI INC: 57 SHRS 29,791 32,242
NETFLIX INC COM: 219 SHRS 62,882 106,627
NVIDIA CORP: 227 SHRS 8,801 112,415
S&P GLOBAL INC: 163 SHRS 27,576 71,805
SERVICE NOW INC: 147 SHRS 76,514 103,854
UBER TECHNOLOGIES INC: 600 SHRS 33,844 36,942
VISA INC COM CL A: 413 SHRS 45,794 107,524
AMERN TOWER CORP: 233 SHRS 37,167 50,300
INTRA-CELLULAR THERAPIES INC COM: 538548 SHRS. 2,347,010 36,838,916

TY 2023 InvestmentsGovtObligationsSch
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
US Government Securities - End of Year Book Value:

3,563,768
US Government Securities - End of Year Fair Market Value:

3,311,022
State & Local Government Securities - End of Year Book Value:


1,290,960
State & Local Government Securities - End of Year Fair Market Value:


1,240,516


TY 2023 InvestmentsOtherSchedule2
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FEDERAL FARM CREDIT BANK UNSECURED NOTE: 130000 UNITS AT COST 129,847 123,078
FEDERAL HOME LOAN BANK UNSECURED NOTE: 200000 UNITS AT COST 211,800 226,200
FEDERAL NATIONAL MORTGAGE ASSOC UNSECURED NOTE: 100000 UNITS AT COST 114,995 111,000
CARVANA AUTO RECEIVABLES TRUST SERIES 2022-P3 CLASS A: 130000 UNITS AT COST 129,980 128,615
DAIMLER TRUCKS RETAIL TRUST SERIES 2023-1 CLASS A3: 125000 UNITS AT COST 124,998 126,756
FORD CREDIT AUTO OWNER TRUST SERIES 2022-C CLASS A3: 130000 UNITS AT COST 129,992 129,111
PARTNERSHIPS - C3 CAPITAL PARTNERS III LP AT COST 203,888 636,039
PARTNERSHIPS - CENTERVIEW CAPITAL LP AT COST 209,067 66,851
PARTNERSHIPS - COMMONFUND PRIVATE EQUITY PTRS VII AT COST 203,856 329,219
PARTNERSHIPS - EGERTON CAPITAL PARTNERS LP AT COST 2,166,167 2,076,208
PARTNERSHIPS - FIVE ELMS III AT COST 271,742 412,054
PARTNERSHIPS - FIVE ELMS IV AT COST 458,425 958,415
PARTNERSHIPS - GEORGE K BAUM GROWTH EQUITY FUND AT COST 252,653 568,045
PARTNERSHIPS - GRESHAM PE 2023/2024 SERIES AT COST 105,676 117,357
PARTNERSHIPS - MAGMA GROWTH EQUITY I LP AT COST 391,396 817,769
PARTNERSHIPS - MAGMA VENTURE CAPITAL III LP AT COST 269,614 3,584,689
PARTNERSHIPS - NORTHPOINT INDUSTRIAL IV AT COST 161,092 692,178
PARTNERSHIPS - NORTHPOINT INDUSTRIAL V AT COST 786,319 1,036,496
PARTNERSHIPS - OAKWOOD REAL ESTATE AT COST 562,524 805,594
PARTNERSHIPS - RELAY INVESTMENT II AT COST 428,140 503,906
PARTNERSHIPS - RIVERFEST VENTURE FUND II LP AT COST 72,408 40,186
PARTNERSHIPS - ROCKEFELLER ACCESS FUND AT COST 262,389 372,791
PARTNERSHIPS - SAYBROOK COF LP AT COST 0 14,275
PARTNERSHIPS - TOPSPIN PARTNERS LBO, LP AT COST 4,106 34,139
PARTNERSHIPS - TOPSPIN PARTNERS, LP AT COST 120,299 161,802
PARTNERSHIPS - WINGATE PARTNERSHIP V LP AT COST 305,008 147,375
PARTNERSHIPS - 10D FUND II AT COST 156,451 159,455

TY 2023 LandEtcSchedule2
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER EQUIPMENT 14,043 0 14,043 14,043
SOFTWARE 52,989 0 52,989 52,989
LAND 477,404 0 477,404 477,404


TY 2023 LegalFeesSchedule
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 89 89   0


TY 2023 OtherAssetsSchedule
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED DIVIDENDS 0 9,851 9,851


TY 2023 OtherDecreasesSchedule
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Description Amount
PARTNERSHIP BASIS ADJUSTMENTS 94,615


TY 2023 OtherExpensesSchedule
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS PORTFOLIO DEDUCTIONS - FROM PARTNERSHIPS 149,837 149,837   0
DUES 450 0   450
PARKING 1,806 0   1,806
SUPPLIES 11,950 0   11,950
LAWN CARE 2,710 2,710   0
SUBSCRIPTION 253 0   253
MEALS AND ENTERTAINMENT 875 0   875
BANK FEES 386 0   386
PARTNERSHIP LOSS 288,606 32,380   0


TY 2023 OtherIncomeSchedule2
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 45,077 45,077 45,077
ANNUITY INCOME 212,584 212,584 212,584


TY 2023 OtherIncreasesSchedule
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Description Amount
TAX-EXEMPT INCOME FROM INVESTMENTS 129
SECURITIES BASIS ADJUSTMENTS 4,086
NONTAXABLE DISTRIBUTIONS 959


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 266,771 266,771   0


TY 2023 ReasonableCauseExplanation
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Explanation:
THE SOSLAND FOUNDATION ("THE FOUNDATION") 990PF IS BEING FILED LATE DUE TO A FEDERAL YEAR-END DATE ISSUE THAT WAS THROUGH NO CAUSE OF THE FOUNDATION. THE FEDERAL YEAR END DATE WAS CHANGED TO 01/31 IN THE SYSTEM DESPITE ALL FILINGS AND EXTENSIONS SHOWING 12/31 AS THE PROPER YEAR END. WITH THE YEAR-END CHANGE, THE FOUNDATION 990PF WAS UNABLE TO BE ELECTRONICALLY FILED TIMELY. MULTIPLE CALLS WERE PLACED AND LETTERS SENT TO THE IRS TO REMEDY THE ERROR. THE LAST LETTER INCLUDED A FULL COPY OF THE 2023 990PF FILING. THE FOUNDATION WAS NOTIFIED THAT THE YEAR-END DATE ISSUE WAS RESOLVED BY A LETTER DATED MARCH 31, 2025, BUT WITH NO OTHER COMMUNICATION ON FILINGS. THE FOUNDATION RECEIVED AN E-FILING NOTICE ON MAY 29, 2025 THAT WAS DATED MAY 20, 2025, AND SUBSEQUENTLY SUBMITTED THE RETURN VIA E-FILE. WE KINDLY ASK THAT ALL PENALTIES AND INTEREST BE ABATED AS THE ELECTRONICALLY AND TIMELY FILED ISSUE WAS THROUGH NO FAULT OF THE FOUNDATION.

TY 2023 TaxesSchedule
Name:
THE SOSLAND FOUNDATION
EIN:
44-6007129
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 18,511 18,511   0
PAYROLL TAXES 20,275 2,459   17,816
RE TAXES 6,116 6,116   0