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
RJS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 8552
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRAIRIE VILLAGE, KS66208
A Employer identification number

87-4008313
B Telephone number (see instructions)

(913) 908-1102
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$10,441,878J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 699,972
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 167,780 173,306  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,048,060
b Gross sales price for all assets on line 6a 3,488,099
7 Capital gain net income (from Part IV, line 2)... 1,230,058
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
1,546 1,546 1,546
12 Total. Add lines 1 through 11........ 1,917,358 1,404,910 1,546
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,500 3,750 0 3,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
52,451 52,417 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
23,385 4,885 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......   4,721    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 83,336 65,773 0 3,750
25 Contributions, gifts, grants paid....... 390,210 390,210
26 Total expenses and disbursements. Add lines 24 and 25 473,546 65,773 0 393,960
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,443,812
b Net investment income (if negative, enter -0-) 1,339,137
c Adjusted net income (if negative, enter -0-)... 1,546
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............. 492,333 416,668 416,668
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,481,409 Click to see attachment
List of Attached Documents:
// Content
5,121,764 		6,626,962
c Investments—corporate bonds (attach schedule)....... 1,293,216 Click to see attachment
List of Attached Documents:
// Content
2,037,949 		2,075,047
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).......... 1,149,792 Click to see attachment
List of Attached Documents:
// Content
1,284,181 		1,323,201
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) 7,416,750 8,860,562 10,441,878
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,416,750 8,860,562
29 Total net assets or fund balances (see instructions)..... 7,416,750 8,860,562
30 Total liabilities and net assets/fund balances (see instructions). 7,416,750 8,860,562
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
7,416,750
2
Enter amount from Part I, line 27a .....................
2
1,443,812
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,860,562
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,860,562
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 CAPITAL GAIN DISTRIBUTIONS P 2023-01-01 2024-12-31
b PUBLICLY TRADED SECURITIES P 2023-01-01 2024-12-31
c KKR PRIVATE EQUITY CONGLOMERATE LLC P 2023-01-01 2024-12-31
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 43,621     43,621
b 3,442,500   2,258,041 1,184,459
c 1,978     1,978
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       43,621
b       1,184,459
c       1,978
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,230,058
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 0
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 18,614
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 18,614
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 18,614
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,589
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 34,589
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 15,975
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow15,975 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 arrowKS
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowLAURA SARGENT Telephone no.right arrow (913) 530-6274

Located atright arrow4200 SOMERSET DRPRAIRIE VILLAGEKS ZIP+4right arrow66208
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
JEANNE SHAW TRUSTEE
1.00 		0 0 0
11500 CHEROKEE COURT
LEAWOOD,KS66211
LAURA J SARGENT TRUSTEE
1.00 		0 0 0
6905 OVERHILL ROAD
PRAIRIE VILLAGE,KS66211
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
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
7,928,541
b
Average of monthly cash balances.......................
1b
254,560
c
Fair market value of all other assets (see instructions)................
1c
1,256,113
d
Total (add lines 1a, b, and c).........................
1d
9,439,214
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
9,439,214
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
141,588
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,297,626
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
464,881
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
464,881
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
18,614
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,614
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
446,267
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
446,267
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
446,267
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
393,960
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
393,960
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 7 446,267
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 354,732
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 393,960
a Applied to 2023, but not more than line 2a 354,732
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..... 39,228
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		407,039
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
JEANNE SHAW
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

ADVENTHEALTH FOUNDATION

7315 FRONTAGE RD SUITE 221
SHAWNEE MISSION,KS66204 		  PC GENERAL SUPPORT 33,710

CHICAGO STREET MEDICINE

1074 W TAYLOR ST 381
CHICAGO,IL60607 		  PC GENERAL SUPPORT 10,000

CHILDREN'S MERCY HOSPITAL FUND

2401 GILLHAM ROAD
KANSAS CITY,MO64108 		  PC GENERAL SUPPORT 70,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		  PC GENERAL SUPPORT 10,000

JAY'S HOPE

831 ALBEROSKY WAY
BATAVIA,IL60510 		  PC GENERAL SUPPORT 500

KANSAS CITY HOSPICE

9001 STATE LINE ROAD SUITE 300
KANSAS CITY,MO64114 		  PC GENERAL SUPPORT 1,000

KU ENDOWMENT

PO BOX 928
LAWRENCE,KS66044 		  PC SUPPORT TO DR. AL-RAJABI'S PANCREATIC RESEARCH 10,000

KU SCHOOL OF EDUCATION SCHOLARSHIP

PO BOX 928
LAWRENCE,KS66044 		  PC SCHOLARSHIPS 35,000

MADDIE'S MISSION FOUNDATION

PO BOX 8552
PRAIRIE VILLAGE,KS66208 		  PC GENERAL SUPPORT 30,000

MD ANDERSON CANCER CENTER

PO BOX 301407
HOUSTON,TX77230 		  PC GENERAL SUPPORT 10,000

PANCREATIC CANCER NETWORK

PO BOX 5041
BOONE,IA50950 		  PC GENERAL SUPPORT 50,000

UNIVERSITY OF KANSAS ATHLETICS

PO BOX 928
LAWRENCE,KS66044 		  PC GENERAL SUPPORT OF KU ATHLETICS 50,000

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573 		  PC GENERAL SUPPORT 5,000

VARIETY OF KANSAS CITY

4050 PENNSYLVANIA AVE 115-77
KANSAS CITY,MO64111 		  PC GENERAL SUPPORT 25,000

FOUNDATION FOR ANGELMAN SYNDROME THERAPEUTICS

PO BOX 40307
AUSTIN,TX78704 		  PC GENERAL SUPPORT 50,000
Total .................................right arrow 3a 390,210
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 ........... 		         
4 Dividends and interest from securities ....     14 167,780  
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 1,546  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,048,060  
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 1,217,386 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,217,386
(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.)
7 OTHER INCOME FROM SCHEDULE K-1, KKR PRIVATE EQUITY CONGLOMERATE LLC
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
RJS FAMILY FOUNDATION
 
Employer identification number

87-4008313
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
RJS FAMILY FOUNDATION
  		Employer identification number
87-4008313
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
MARTHA J SHAW
11500 CHEROKEE COURT
 
LEAWOOD, KS66211

$ 699,972


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
RJS FAMILY FOUNDATION
  		Employer identification number

87-4008313
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
 1272 SHS OF BROADCOM INC (AVGO) $ 303,825 2024-12-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 83 SHS OF MTU AERO ENGINES HOLDINGS (MTUAY) $ 13,955 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 95 SHS OF BRINKER INTL INC (EAT) $ 13,025 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 978 SHS OF AIRBUS SE (EADSY) $ 39,511 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 208 SHS OF BLACKSTONE INC CL (BX) $ 36,704 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 332 SHS OF ADYEN N V ADR (ADYEY) $ 4,972 2024-12-26
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
RJS FAMILY FOUNDATION
  		Employer identification number

87-4008313
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
 175 SHS OF BROOKFIELD CORP CL (BN) $ 10,126 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 232 SHS OF ARISTA NETWORKS INC (ANET) $ 26,648 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 108 SHS OF Q2 HOLDINGS INC (QTWO) $ 11,413 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1751 SHS OF RECRUIT HOLDINGS CO (RCRUY) $ 24,899 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 58 SHS OF RHEINMETALL AG (RNMBY) $ 7,567 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 186 SHS OF SHOPIFY INC (SHOP) $ 20,453 2024-12-26
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
RJS FAMILY FOUNDATION
  		Employer identification number

87-4008313
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
 261 SHS OF SUMMIT MATLS INC (SUM) $ 13,233 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 209 SHS OF TESLA INC (TSLA) $ 94,913 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 330 SHS OF TAIWAN SEMICONDUCTOR (TSM) $ 67,010 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 31 SHS OF TRANE TECHNOLOGIES (TT) $ 11,718 2024-12-26
(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
RJS FAMILY FOUNDATION
  		Employer identification number

87-4008313
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:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,500 3,750 0 3,750

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Statement:
A COPY OF THE 990-PF TAX RETURN IS NOT REQUIRED TO BE SENT TO THE STATE OF KANSAS ATTORNEY GENERAL'S OFFICE.

TY 2024 InvestmentsCorpBondsSchedule
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC NTS B/E RATE 02.950% MATURES 11/21/26 47,538 48,570
AIR LEASE CORP CALL@MW+45BP RATE 02.875% MATURES 01/15/26 59,626 62,637
AMER HONDA FIN CORP CALL@MW+12.50BP RATE 05.250% MATURES 07/07/26 60,197 60,464
AMGEN INC NTS B/E RATE 05.250% MATURES 03/02/25 37,947 38,021
BAKER HUGHES LLC NTS B/E CALL:MW+15BP RATE 02.061% MATURES 12/15/26 64,722 64,766
BANK OF MONTREAL NTS B/E CALL@MW+20BP RATE 05.300% MATURES 06/05/26 60,004 60,545
BHP BILLITON FIN LTD NTS CALL@MW+10BP RATE 05.250% MATURES 09/08/26 10,118 10,104
BK OF NOVA SCOTIA CALL@MW+15BP RATE 05.450% MATURES 06/12/25 59,839 60,184
CANADIAN IMPERIAL BANK CALL@MW+20BP RATE 03.945% MATURES 08/04/25 58,069 59,765
CHARTER COMM OPT LLC/CAP CALL@MW+40BP RATE 04.908% MATURES 07/23/25 58,976 59,930
CSX CORP B/E 57,873 58,118
ELI LILLY & CO NTS B/E MW+058P RATE 04.500% MATURES 02/09/27 13,993 14,032
ENBRIDGE INC 8,055 8,093
FISERV INC B/E CALL@MW+25BP RATE 03.850% MATURES 06/01/25 60,300 61,700
FORD MOTOR CRED 4.389% MATURES 01/08/26 37,011 37,716
GENL MOTORS FINL CO INC 0BP 59,137 61,777
GOLDMAN SACHS GROUP INC CALL@MW+45BP RATE 03.500% MATURES 04/01/25 59,737 61,786
HCA INC NTS B/E CALL@MW+50BP RATE 05.250% MATURES 06/15/26 59,557 60,149
INTEL CORP NTS B/E 5BP RATE 04.875% MATURES 02/10/26 58,002 58,011
JOHN DEERE CAPITAL CORP MED TERM NTS RATE 04.750% MATURES 06/08/26 60,013 60,248
JPMORGAN CHASE & CO NTS B/E RATE 04.080% MATURES 04/26/26 7,797 7,979
KRAFT HEINZ FOOD 3.875% MATURES 05/15/27 37,782 38,187
NATIONAL RURAL UTIL COOP 81,946 81,873
OCCIDENTAL PETRO 5.55% MATURES 03/15/26 37,171 37,159
PACIFIC GAS & ELEC NTS 5BP RATE 03.150% MATURES 01/01/26 59,720 62,873
PFIZER INVT ENTER NTS CALL@MW+15BP RATE 04.450% MATURES 05/19/26 59,404 59,917
PHILLIP MORRIS I 5.125% MATURES 02/15/30 37,835 38,219
PIONEER NATURAL R 5.1% MATURES 03/29/26 37,068 37,236
PNC FINANCIAL SERVICES NTS B/E RATE 05.812% MATURES 06/12/26 59,834 60,255
REALTY INCOME CORP 69,179 68,811
SOUTHERN CAL EDISON 67,670 68,016
TOYOTA MOTOR CREDIT CORP 65,527 66,587
US TRASRY 4.375% MATURES 08/15/26 27,190 27,051
US TREASURTY 4.5% MATURES 11/15/33 70,125 68,720
US TREASURY 2.625% MATURES 02/15/29 48,942 48,620
US TREASURY 4.0% MATURES 02/15/26 76,663 76,795
VIRGINIA ELEC & POWER CO 64,374 64,332
WARNERMEDIA HOLD 3.788% MATURES 03/15/25 37,248 37,877
WELLS FARGO & CO B/E RATE 04.300% MATURES 07/22/27 83,061 99,272
SPDR BLOOMBERG 1-3 MONTH 18,699 18,652

TY 2024 InvestmentsCorpStockSchedule
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Name of Stock End of Year Book Value End of Year Fair Market Value
1000TH NORTHWESTERN ENERGY GROUP INC 3,639 3,475
3M CO 9,186 9,294
ABB LTD SPON ADR 5,549 8,325
ABBOTT LABS 6,597 6,900
ABBVIE INC 12,755 13,328
ABM INDS INC 3,286 3,941
ACUITY BRANDS INC 21,551 24,539
ADIDAS AG SPON ADR 4,781 5,845
ADOBE INC. (DELAWARE) 33,214 29,349
ADOBE INC. (DELAWARE) 1,177 889
ADYEN N V ADR 1,882 3,724
AFLAC INC 16,599 18,826
AGIOS PHARMACEUTICALS INC 2,373 2,859
AIA GROUP LTD SPON ADR 9,440 6,715
AIA GROUP LTD SPON ADR 10,067 8,444
AIRBNB INC CL A 588 526
AIRBUS SE UNSPONSORED ADR 24,447 30,075
AJINOMOTO CO INC ADR JAPAN ADR 6,667 6,751
ALAMO GROUP INC 2,707 2,417
ALCON INC CHF 24,020 24,024
ALIBABA GROUP HLDG LTD SPON 14,421 13,227
ALIBABA GROUP HLDG LTD SPON ADR 1,519 1,526
ALIBABA GROUP HLDG LTD SPON ADR 3,095 2,544
ALPHABET INC CL C 43,992 59,798
AMADEUS IT GROUP UNSPONSORED 3,623 4,303
AMAZON COM INC 51,435 80,955
AMERESCO INC CL A 3,318 1,550
AMERICAN INTL GROUP INC COM NEW 23,938 23,587
AMERICAN WATER WORKS CO INC NEW 22,856 22,035
AMERIPRISE FINANCIAL INC 30,848 43,127
AMGEN INC 23,064 25,543
AMGEN INC 14,049 11,729
AMICUS THERAPEUTICS INC 4,204 3,062
AMPHENOL CORP NEW CL A 12,180 20,002
AMPHENOL CORP NEW CL A 3,966 6,528
ANGLO AMREN PLC SPON ADR 6,070 5,930
ANHEUSER BUSCH INBEV SPON ADR 3,801 3,655
ANSYS INC 30,227 29,685
AON PLC CL A 5,872 6,465
APPLE HOSPITALITY REIT 1 13,887 13,232
APPLE INC 87,773 104,926
APPLIED INDL TECH INC 4,320 7,184
APPLIED MATLS INC 13,905 13,173
APPLOVIN CORP CL A 4,622 5,505
ARCBEST CORP 1,924 1,586
ARCH CAPITAL GROUP LTD 31,260 37,217
ARCH CAPITAL GROUP LTD F 12,548 13,391
ARDELYX INC 3,647 2,454
ARGENX SE SPON ADR 5,964 7,380
ARISTA NETWORKS INC 6,384 12,379
ARISTA NETWORKS INC 6,358 16,801
ARMADA HOFFLER PPTYS INC REIT 1,526 1,289
ARMSTRONG WORLD INDUSTRIES INC 5,016 9,610
ARTIVION INC 1,700 3,145
ASBURY AUTOMOTIVE GROUP INC 10,738 10,693
ASGN INC 4,285 4,500
ASHTEAD GROUP PLC ORD 4,503 4,646
ASM INTL NV EUR 3,740 3,415
ASML HLDG NV SPON ADR 17,419 17,327
ASML HLDG NV SPON ADR 1,449 1,386
ASSOC BANC CORP WISC 2,592 2,892
ASTRAZENECA PLC SPON ADR 10,284 10,025
AT&T INC 12,068 14,869
ATKORE INC 1,938 1,085
ATMOS ENERGY CORP 24,740 27,993
ATN INTL INC COM 919 437
ATRICURE INC 4,582 3,545
AUTOZONE INC 5,022 6,404
AXSOME THERAPEUTICS INC 2,915 2,877
AZENTA INC 1,666 1,850
BAE SYSTEMS PLC SPON ADR 5,533 5,202
BANCO BILBAO VIZCAYA ARGENTARIA S.A. SPON ADR 8,426 8,583
BEIGENE LTD SPON ADR 1,035 1,108
BERKLEY W R CORP 8,526 12,640
BERKSHIRE HATHAWAY 17,346 19,491
BERKSHIRE HATHAWAY INC NEW CL B 10,811 10,425
BLACK HILLS CORP 3,749 3,804
BLACKSTONE INC CL A 18,358 27,415
BLACKSTONE INC CL A 10,293 13,104
BLOCK INC CL A 2,814 2,805
BLUEPRINT MEDICINES CORP 3,151 4,710
BOISE CASCADE CO 4,413 5,349
BOOKING HLDGS INC 3,798 4,968
BOX INC CL A 2,385 2,591
BP P L C F 9,464 8,159
BP PLC SPON ADR 3,839 2,986
BRINKER INTL INC 2,067 7,541
BRISTOL MYERS SQUIBB CO 14,164 16,233
BRITISH AMER TOBACCO PLC GB SPON ADR 5,904 7,010
BROADCOM INC 14,840 32,226
BROADCOM INC 80,723 319,244
BROADSTONE NET LEASE INC 14,163 12,149
BROOKFIELD ASSET MGMT LTD CL A CAD 8,582 12,193
BROOKFIELD CORP CL A CAD 4,185 7,928
BROWN & BROWN INC 17,387 25,709
BROWN FORMAN CRP CL B 12,927 8,546
BUNZL PLC NEW SPON ADR 5,145 5,273
BYD CO LTD ADR 4,011 3,874
CANADIAN NAT RESOURCES LTD CAD 15,789 15,034
CAPGEMINI SE UNSPONSORED ADR 5,960 5,583
CAPITAL ONE FINCL CORP 25,711 36,377
CAPITEC BK HLDGS LTD ADR 4,154 7,341
CARLISLE COS INC 13,388 18,442
CASELLA WASTE SYSTEMS INC CL A 4,165 5,079
CDW CORP 18,103 17,056
CELSIUS HOLDINGS INC COM NEW 3,075 1,106
CENOVUS ENERGY INC CAD 13,829 11,211
CHART INDUSTRIES INC 3,211 4,198
CHECK POINT SOFTWARE T F 19,411 21,097
CHENIERE ENERGY INC NEW 1,401 1,934
CHINA MERCHANTS BK CO LTD UNSPONSORED ADR 7,150 8,586
CHIPOTLE MEXICAN GRILL INC CL A 2,095 3,015
CITY HOLDING CO W. VA 2,126 2,725
CLEARWATER ANALYTICS HLDGS INC CL A 1,649 2,257
CNO FINL GROUP INC COM 2,752 4,168
COCA COLA CO COM 23,029 23,410
COCA COLA CO COM 13,923 12,514
COLUMBUS MCKINNON CORP 3,989 3,761
COMCAST CORP NEW 14,946 12,497
COMMERCE BANCSHARES 9,227 12,462
CONMED CORP 5,289 3,080
CONOCOPHILLIPS 2,922 2,678
CONSTELLATION BRANDS INC CL A 19,630 17,459
CONSTRUCTION PARTNERS INC CL A 1,849 4,158
COPART INC 17,933 22,153
CORTEVA INC 32,319 33,663
COSAN S A SPON ADR 4,876 1,632
COSTCO WHSL CORP NEW 21,515 21,990
COTERRA ENERGY INC 21,488 21,428
COUPANG INC 2,385 2,967
CRH PLC ORD SHS .32 EACH ORD 3,892 6,384
CULLEN FROST BANKERS INC 16,007 19,064
CULLEN FROST BANKERS INC 4,714 6,041
CUSHMAN & WAKEFIELD PLC 1,969 3,322
D R HORTON INC 18,397 16,499
DAIICHI SANKYO CO LTD SPON ADR 14,878 15,255
DANA INC 2,218 1,480
DANAHER CORP 23,413 24,562
DANONE SPON ADR 6,773 7,002
DBS GROUP HLDGS LTD. SPON ADR 5,312 7,682
DIAMONDROCK HOSPITALITY CO REIT 1,988 2,248
DISCO CORP UNSPONSORED ADR 3,319 3,720
DOLLAR TREE INC 25,206 14,239
DOORDASH INC CL A 6,621 10,904
DSV A/S ADR 8,342 9,664
EASTMAN CHEM CO 13,973 12,420
EATON CORP PLC 3,984 6,306
EBAY INC 15,047 19,638
ECOLAB INC 22,377 26,712
EDENRED S A UNSPONSORED ADR 5,263 2,712
EDWARDS LIFESCIENCES CORP 2,245 2,147
ELECTRONIC ARTS INC 16,171 16,825
ENEL SPA ADR 3,890 4,687
ENTAIN PLC ADR 2,625 1,977
ENTERGY CORP NEW 17,223 24,111
ENTERPRISE FINANCIAL SERVICES CORP 1,661 2,256
EOG RES INC 24,405 24,761
EPAM SYSTEMS INC 2,604 2,572
EQUITY LIFESTYLE PROPERTIES 18,763 18,448
ESCO TECHNOLOGIES INC 1,881 2,531
ESSENT GROUP LTD 3,831 4,355
ESSENTIAL PPTYS RLTY TR 14,194 13,388
ESSENTIAL PPTYS RLTY TR INC REIT 2,866 3,535
ESSILORLUXOTTICA ADR 4,666 6,516
EVEREST REINSURANCE GR F 13,585 12,686
EVOLUTION AB UNSPONSORED ADR 7,342 4,380
EXLSERVICE HOLDINGS INC 4,342 6,036
EXPEDITORS INTL WASH INC 7,681 6,979
EXXON MOBIL CORP 13,466 13,661
F N B CORP PA 15,205 16,081
FAIR ISAAC CORP 3,907 5,973
FEDERAL SIGNAL CORP 4,638 6,744
FERRARI N V EUR 5,995 7,647
FIDELITY BLUE CHIP GROWTH: FBGRX 234,034 576,716
FIDELITY NATL INFORMATIO 14,820 13,166
FIFTH THIRD BANCORP 15,925 15,728
FIRST ADVANTAGE CORP NEW 1,452 1,704
FIRST BANCORP N C 1,548 2,155
FIRST FINCL BANCORP OHIO MONROE 2,779 3,387
FIRST HORIZON CORP 22,139 26,605
FIRST INTST BANCSYSTEM INC COM CL A 2,602 3,344
FLOOR & DCOR HLDGS INC CL A 14,219 12,762
FLUTTER ENTMT PLC ADR 9,846 16,024
FOUR CORNERS PPTY TRUST REIT 2,985 3,148
FREEPORT-MCMORAN INC 714 495
FTAI AVIATION LTD 3,107 3,025
FUJITSU LTD ADR NEW JAPAN ADR 3,578 5,373
GALAXY ENTERTAINMENT UN SPONSORED ADR 8,446 6,213
GARTNER INC 23,578 31,491
GENL DYNAMICS CORP 19,184 22,660
GLACIER BANCORP INC NEW 3,913 6,127
GLENCORE PLC UNSPONSORED ADR 24,600 19,765
GLOBANT S A 7,060 7,719
GOLDMAN SACHS GROUP INC 12,756 14,316
GOLDMAN SACHS GROUP INC 21,893 24,623
GRACO INC 4,758 4,889
GRAINGER W W INC 3,131 4,216
GRAINGER W W INC 13,210 14,757
GRUPO AEROPORTURAIO DEL PACIFICO SAB DE CV REPSTG 10 SER B SHS SPON ADR 1,516 2,100
GRUPO FINANCIERO BANORTE SPON ADR 5,238 3,788
GSK PLC ADR 17,055 14,847
H&E EQUIPMENT SERVICES INC 2,381 2,742
HALOZYME THERAPEUTICS INC 4,039 5,020
HAMILTON LANE INC CL A 1,779 3,109
HDFC BANK LTD ADR REPSTG 3 ORD SHS 8,955 9,771
HDFC BANK LTD ADR REPSTG 3 ORD SHS 18,921 17,562
HEIDELBERG MATERIALS AG ADR 5,077 8,120
HERMES INTL SCA ADR 1,096 1,434
HOME DEPOT INC 5,281 5,057
HONEYWELL INTL INC 23,674 25,526
HOYA CORP SPON ADR 3,633 4,464
HUB GROUP INC CL A 2,233 2,451
HUBSPOT INC 4,456 5,574
HUDBAY MINERALS INC 16,020 15,374
IBM CORP 16,453 18,686
ICHOR HOLDINGS SHS 1,886 1,675
ICICI BANK LTD SPON ADR 11,527 14,393
ICICI BANK LTD SPON ADR 8,836 11,616
IMAX CORP CAD 2,957 4,045
INDEPENDENCE REALITY TRUST INC REIT 4,256 4,841
INDEPENDENT BANK CORP MASS 2,494 3,017
INDEPENDENT BANK GROUP INC 2,032 3,155
INDUSTRIA DE DISENO TEXTIL IND ADR 5,374 7,449
ING GROEP N V NL SPON ADR 4,481 5,328
INSMED INC COM 1,860 6,145
INTERNATIONAL CONS AIRLS GRP SPON ADR 7,952 8,162
INTERNATIONAL SEAWAYS INC 1,023 683
INTL BUSINESS MACH 10,718 10,772
INTRA-CELLULAR THERAPIES INC 1,117 1,670
INTUIT 6,819 8,799
INTUITIVE SURGICAL INC 16,761 20,878
IOVANCE BIOTHERAPEUTICS INC 1,659 1,369
ISHARES RUSSELL 1000 GROWTH 77,026 112,442
ISHARES RUSSELL 1000 VALUE ETF 79,729 92,565
ISHARES RUSSELL 2000 ETF 38,049 44,192
ISHARES RUSSELL MIDCAP ETF 29,180 35,360
ITAU UNIBANCO HLDG SA ADR 3,526 3,303
J & J SNACK FOODS CORP 4,420 4,344
JANUS INTL GROUP INC 1,340 933
JBS SA SPON ADR 1,595 2,721
JD COM INC CL A SPON ADR 5,160 4,715
JOHNSON & JOHNSON 17,284 15,619
JOHNSON & JOHNSON COM 7,415 7,086
JPMORGAN CHASE & CO 25,613 33,080
KADANT INC 2,987 4,830
KAISER ALUMINUM CORP NEW 2006 2,016 1,897
KB FINL GROUP INC SPON ADR 3,490 3,926
KB HOME 2,682 3,286
KERING S A UN SPONSORED ADR 2,797 1,552
KINGSPAN GROUP PLC ADR 3,142 3,128
KITE REALTY GROUP TRUST REIT 4,159 4,594
KKR & CO INC CL A 10,583 14,495
KONTOOR BRANDS INC 2,988 4,185
KROGER CO 10,066 12,475
LABCORP HOLDINGS INC 14,031 14,906
LAM RESEARCH CORP 4,202 3,539
LANTHEUS HLDGS INC 3,006 3,757
LA-Z-BOY INC 1,527 2,179
LENNAR CORP CL A 32,240 33,274
LIBERTY BROADBAND CORP SER C 13,541 12,111
LIBERTY ENERGY INC CL A 1,561 1,591
LIBERTY MEDIA GROUP 11,197 15,196
LIGAND PHARMACEUTICALS INC COM NEW 2,468 3,857
LILLY ELI & CO 20,544 27,020
LINDE PLC NEW EUR 9,575 10,048
LITHIA MOTORS INC CL A 10,649 11,795
LONDON STK EXCHANGE UNSPONSORED ADR 3,607 5,104
LONZA GROUP AG ADR 3,685 4,585
LOWES COMPANIES INC 21,555 24,433
LOWES COS INC 11,297 12,340
LVMH MOET HENNESSY LOUIS ADR 11,912 10,325
LXP INDL TRUST $0.23 SBI 2,881 2,290
MAGNOLIA OIL & GAS CORP CL A 3,780 3,928
MAKEMYTRIP LIMITED, MAURITIU SHS 3,063 3,256
MALIBU BOATS INC CL A 1,991 1,353
MARTIN CURRIE SMA-SHARES SERIES EM FUND CLASS NL 178,889 151,289
MARTIN MARIETTA MATERIALS INC 26,694 29,441
MASTERCARD INC CL A 26,506 33,174
MATADOR RES CO 15,072 15,697
MCDONALDS CORP 8,241 9,276
MCKESSON CORP 6,338 8,549
MEDTRONIC PLC 17,134 15,896
MEITUAN ADR 6,473 5,201
MEITUAN ADR 8,451 9,974
MERCADOLIBRE INC 5,760 8,502
MERCADOLIBRE INC 19,662 20,405
MERCK & CO INC COM 24,210 22,781
MERIT MEDICAL SYSTEM INC 4,673 5,416
META PLATFORMS INC CL A 33,069 62,650
MICHELIN COMPAGNIE GENERALE ADR 18,070 18,996
MICROCHIP TECHNOLOGY INC 29,440 20,073
MICROCHIP TECHNOLOGY INC 13,200 9,692
MICROSOFT CORP 32,699 38,778
MICROSOFT CORP 60,697 72,920
MICROSOFT CORP: MSFT 11,966 187,146
MINERALS TECHNOLOGIES INC 4,788 6,706
MINTH GROUP LTD UN SPON ADR 2,385 2,633
MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADR 14,438 20,674
MKS INSTRUMENTS INC 12,105 11,796
MODINE MFG CO 2,740 2,666
MOELIS & CO CL A 6,786 10,491
MONGODB INC 1,213 698
MONSTER BEVERAGE CORP NEW COM 1,159 1,051
MONTROSE ENVIRONMENTAL GROUP 1,571 668
MTU AERO ENGINES HLDGS AG ADR 5,051 9,609
MYR GROUP INC 4,942 5,356
NATERA INC 2,620 2,533
NATWEST GROUP PLC SPONSORED SPON ADR 3,170 3,275
NEOGENOMICS INC NEW 2,953 3,016
NESTE OYJ ADR 3,979 1,560
NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 13,109 9,314
NETAPP INC 14,896 13,697
NETEASE INC SPON ADR 4,348 3,747
NETFLIX INC 17,283 34,761
NINTENDO LTD ADR NEW JAPAN ADR 4,943 5,223
NMI HOLDINGS INC CL A 2,799 3,897
NOVARTIS AG 15,021 12,261
NOVO NORDISK ADR DENMARK ADR 30,846 29,075
NU HLDGS LTD CL A 6,398 7,770
NVIDIA CORP 44,106 108,372
OLD NATL BANCORP EVANSVL IND 3,812 5,556
OMNIAB INC 1,107 811
OMNICELL INC 3,358 2,538
ONESPAWORLD HLDGS LTD 1,295 1,930
ORACLE CORP 13,624 19,830
OSHKOSH CORP 14,121 14,831
PACCAR INC 16,743 20,284
PACIFIC PREMIER BANCORP INC 2,342 2,567
PALO ALTO NETWORKS INC 4,786 6,187
PARKER HANNIFIN CORP 34,154 50,246
PATTERSON-UTI ENERGY INC 7,546 4,510
PAYPAL HOLDINGS INC 7,769 8,194
PERELLA WEINBERG PARTNERS CL A 906 1,073
PERMIAN RES CORP CL A 4,787 6,385
PERNOD RICARD SA SPON ADR 3,922 2,653
PHILIP MORRIS INTL INC 7,473 9,387
PHILIP MORRIS INTL INC 7,910 9,387
PHILLIPS EDISON - ARC SHOPPING REIT SBI 2,189 2,472
PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON ADR 8,288 7,333
PJT PARTNERS INC - A 1,877 3,787
PKO BANK POLSKI SA ADR 3,275 3,339
PNC FINANCIAL SERVICES GROUP 17,694 24,492
PRESTIGE CONSUMER HEALTHCARE INC 5,337 7,028
PROCTER & GAMBLE CO 21,963 23,136
PROCTOR & GAMBLE CO 21,640 23,639
PROGRESS SOFTWARE CORP 2,559 2,997
PT BANK NEGERA INDONE ADR 3,524 3,052
PT BK CENT ASIA TBK ADR 4,177 4,214
PT BK MANDIRI PERSERO TBK ADR 5,788 5,226
PT BK RAKYAT ADR 8,591 5,704
PUBLIC SVC ENTERPRISE GR 12,283 15,800
PULTEGROUP INC 14,780 14,375
Q2 HLDGS INC 2,234 6,643
QUAKER CHEMICAL CORP 3,126 2,252
QUALCOMM INC 23,091 27,652
QUALCOMM INC 20,113 19,817
QUANTA SERVICES INC 5,941 8,217
RAPID7 INC 3,076 2,856
RECRUIT HLDGS CO LTD UN SPONSORED ADR 8,353 18,943
REGENERON PHARMACEUTICALS INC 3,147 2,849
RELIANCE INC 22,480 21,272
RENASANT CORP 1,511 1,680
RENTOKIL INITIAL PLC SPON ADR 5,582 3,899
RHEINMETALL AG ADR 2,678 5,442
RIO TINTO PLC SPON ADR 6,854 6,057
ROCHE HLDG LTD 17,143 16,219
ROLLS ROYCE HOLDINGS PLC SPON ADR 4,001 4,866
ROSS STORES INC 21,052 28,590
RPM INTL INC (DELA) 20,857 26,581
RUBRIK INC CL A 399 850
RXO INC 1,642 1,407
RYANAIR HOLDINGS PLC SPON ADR 4,050 4,664
SAFRAN SA ADR 12,975 18,312
SAGE GROUP PLC UN SPONSORED ADR 6,152 8,143
SALESFORCE INC 15,615 18,388
SALESFORCE, INC 11,144 11,033
SAP SE SPON ADR 21,841 28,560
SCHNEIDER ELEC SE UNSPONSORED ADR 5,093 7,843
SCORPIO TANKERS INC 1,817 1,292
SELECT SECTOR UTI SELCT 19,214 21,950
SELECTIVE INS GROUP INC 5,167 5,144
SEMTECH CORP 2,071 4,453
SERVICENOW INC 16,920 23,323
SEVEN & I HLDGS CO LTD ADR 5,811 6,890
SHIN ETSU CHEM CO LTD ADR 6,531 7,500
SHOPIFY INC CL A 7,245 14,567
SHOPIFY INC CL A 5,407 6,592
SIEMENS A G 20,373 20,690
SIEMENS A G SPON ADR 6,259 8,798
SIEMENS HEALTHINEERS AG ADR 4,722 5,025
SIKA AG UNSPONSORED ADR 3,215 3,020
SILICON LABORATORIES INC 4,824 4,099
SM ENERGY CO 3,872 3,682
SMC CORP SPON ADR 6,986 5,930
SNAP ON INC 17,437 19,690
SONIC AUTOMOTIVE INC CL A 2,005 2,344
SONOVA HLDG AG ADR 3,506 4,813
SONY GROUP CORP SPONSORED ADR 2,994 3,809
SONY GROUP CORP SPONSORED ADR 24,299 27,275
SOUTHSTATE CORP 3,107 4,278
SPDR S&P 500 VALUE ETF 14,949 14,217
SPIRE INC 3,158 3,392
SPOTIFY TECHNOLOGY SA 6,377 12,527
SPROUT SOCIAL INC CL A 2,948 1,597
SPS COMM INC COM 4,688 4,600
STANDARD CHARTERED PLC ADR 7,579 7,335
STARBUCKS CORP 5,885 5,566
STEVEN MADDEN LTD 4,687 6,080
STMICROELECTRONICS N.V EUR 3,869 2,197
SUMMIT MATLS INC CL A 5,775 7,894
SUN CTRY AIRLS HLDGS INC 3,602 2,493
SUPERNUS PHARMACEUTICALS INC 3,691 4,303
SYNOPSYS INC 2,408 2,427
TAIWAN SEMICONDUCTOR MFG CO 23,534 49,570
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 34,332 55,297
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 5,462 9,480
TAPESTRY INC 14,877 22,343
TAYLOR MORRISON HOME CORP CL A 4,303 5,203
TDK CORP ADR JAPAN ADR 3,417 6,143
TECHTRONIC INDS SPON ADR 4,984 7,020
TECNOGLASS INC 1,138 2,935
TEEKAY TANKERS LTD CL A 1,052 637
TELEDYNE TECHNOLOGIES 21,524 23,207
TELEDYNE TECHNOLOGIES INC 10,602 12,067
TENCENT HLDGS LTD ADR 12,581 15,263
TENCENT HLDGS LTD ADR 26,062 31,589
TERRENO RLTY CORP SBI 3,071 3,016
TESLA INC 27,740 40,384
TFI INTL INC CAD 4,575 4,863
THE BALDWIN INSURANCE GROUP INC 3,034 5,000
THE TRADE DESK INC CL A 3,524 4,701
THERMO FISHER SCIENTIFIC INC 1,771 1,561
THOR INDUSTRIES INC 13,229 12,442
TOKIO MARINE HOLDINGS INC SPON ADR 5,293 6,123
TOKYO ELECTRON LTD ADR 5,326 6,190
TOTALENERGIES SE SPON ADR 8,866 7,467
TOTALENERGIES SE SPON ADR 23,169 20,165
TRANE TECHNOLOGIES PLC 4,855 8,864
TRANE TECHNOLOGIES PLC 4,391 8,126
TRANSDIGM GROUP INC 8,679 12,673
TRANSMEDICS GROUP INC 3,267 2,369
TRAVERE THERAPEUTICS INC 2,623 2,961
TREASURY WINE ESTATES LTD SPON ADR 2,931 2,778
TRIP COM GROUP LTD SPON ADR 4,153 5,561
TRIP.COM INTL SPON ADR 6,029 8,857
UBER TECHNOLOGIES INC 3,887 5,127
UBS GROUP AG 9,037 8,611
UL SOLUTIONS INC CL A 413 499
UNICREDIT SPA UNSPONSORED ADR 4,629 4,775
UNION PACIFIC CORP 3,519 3,421
UNITED CMNTY BKS BLAIRSVLE GA COM 2,809 3,360
URBAN OUTFITTERS INC 3,091 4,336
US BANCORP DEL (NEW) 19,946 27,598
VALE SA-SP SPON ADR 7,632 5,331
VALLEY NATL BANCORP 2,179 2,356
VARONIS SYS INC 2,995 5,021
VERINT SYSTEMS INC 3,323 2,443
VERIZON COMMUNICATIONS INC 24,299 23,234
VERTIV HLDG CO 4,132 4,885
WAL MART DE MEXICO SAB DE CV CL V SPON ADR 5,308 3,485
WALMART INC 5,858 5,602
WARBY PARKER INC CL A 1,363 2,009
WATERS CORP 10,537 13,726
WEG SA BRAZIL SPON ADR 6,461 8,035
WELLS FARGO & CO 20,836 26,832
WERNER ENTERPRISES INC 2,707 2,227
WESBANCO INC 1,667 2,115
WNS HOLDINGS LTD SPON ADR 3,326 2,227
WOLTERS KLUWER NV SPONSORED ADR NETHDERLANDS ADR 4,696 5,117
WORKIVA INC 3,013 3,176
WORTHINGTON ENTERPRISES INC 1,918 1,645
WSFS FINL CORP 2,709 3,666
XCEL ENERGY INC 21,641 22,822
XYLEM INC 23,440 24,480
YELP INC 2,451 2,438
YETI HOLDINGS INC 1,992 1,926
ZURN ELKAY WATER SOLUTIONS CORP 3,196 4,252

TY 2024 InvestmentsOtherSchedule2
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE PRIVATE EQUITY STRATEGIES FD LP ESCROW FMV 382,500 418,275
BLACKSTONE REAL ESTATE INCOME TRUST INC CL S A/O 11/30/23 FMV 266,681 246,392
CIBUS ANNA FUND II LP FMV 105,000 81,808
ICAPITAL APOLLO ALIGNED ALTS ACCESS FD (US TAX EXEMPT) LP A/O 10/31/23 FMV 255,000 276,121
KKR PRIVATE EQUITY CONGLOMERATE LLC CLASS CLASS R-U A/O 11/30/23 FMV 255,000 283,480
NIGHTDRAGON GROWTH II FMV 20,000 17,125

TY 2024 OtherIncomeSchedule2
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
KKR PRIVATE EQUITY OTHER INCOME 1,546 1,546 1,546


TY 2024 OtherProfessionalFeesSchedule
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 52,451 52,417 0 0


TY 2024 SubstantialContributorsSch
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Name Address
MARTHA J SHAW 11500 CHEROKEE COURT
LEAWOOD,KS66211
ROBERT G SHAW ESTATE 11500 CHEROKEE COURT
LEAWOOD,KS66211


TY 2024 TaxesSchedule
Name:
RJS FAMILY FOUNDATION
EIN:
87-4008313
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 4,885 4,885 0 0
2023 EXTENSION PAYMENT 18,500 0 0 0