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
G KENNETH AND ANN BAUM PHILANTHROPIC
FUND
Number and street (or P.O. box number if mail is not delivered to street address)5000 WEST 175TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STILWELL, KS66085
A Employer identification number

46-4198523
B Telephone number (see instructions)

(816) 474-1100
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$30,383,584J 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) 89
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 792,284 792,284  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,457,385
b Gross sales price for all assets on line 6a 5,517,451
7 Capital gain net income (from Part IV, line 2)... 1,457,385
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,249,758 2,249,669  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,500 3,750   3,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
290,850 0   290,850
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
52,398 7,238   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
253,497 253,497   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 604,245 264,485   294,600
25 Contributions, gifts, grants paid....... 2,066,290 2,066,290
26 Total expenses and disbursements. Add lines 24 and 25 2,670,535 264,485   2,360,890
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -420,777
b Net investment income (if negative, enter -0-) 1,985,184
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,498,646 676,947 676,947
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)....... 22,904,087 Click to see attachment
List of Attached Documents:
// Content
23,313,302 		29,627,943
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 97,109 Click to see attachment
List of Attached Documents:
// Content
82,538 		78,694
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) 24,499,842 24,072,787 30,383,584
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 24,499,842 24,072,787
29 Total net assets or fund balances (see instructions)..... 24,499,842 24,072,787
30 Total liabilities and net assets/fund balances (see instructions). 24,499,842 24,072,787
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
24,499,842
2
Enter amount from Part I, line 27a .....................
2
-420,777
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
24,079,065
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,278
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
24,072,787
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 NFS #645-774317     2024-12-31
b NFS #645-774318     2024-12-31
c NFS #645-774320     2024-12-31
d NFS #645-774321     2024-12-31
e NFS #645-774322     2024-12-31
NFS #636-975565     2024-12-31
NFS #645-774317     2024-12-31
NFS #645-774318     2024-12-31
NFS #645-774320     2024-12-31
NFS #645-774321     2024-12-31
NFS #645-774322     2024-12-31
NFS #636-975565     2024-12-31
NFS #645-774321 CAP GAIN DISTR     2024-12-31
NFS #645-774322 CAP GAIN DISTR     2024-12-31
(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 8,681   9,306 -625
b 424,002   308,151 115,851
c 219,598   197,564 22,034
d 32,876   38,596 -5,720
e 699,990   519,422 180,568
294,472   259,487 34,985
177,380   155,105 22,275
1,554,166   572,767 981,399
200,397   174,862 25,535
190,365   124,872 65,493
1,371,092   1,608,895 -237,803
263,440   91,039 172,401
252     252
80,740     80,740
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       -625
b       115,851
c       22,034
d       -5,720
e       180,568
      34,985
      22,275
      981,399
      25,535
      65,493
      -237,803
      172,401
      252
      80,740
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 1,457,385
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 27,594
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 27,594
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 27,594
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 35,981
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 65,981
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 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 38,387
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow38,387 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowGREATER KC COMMUNITY FDN Telephone no.right arrow (816) 842-0944

Located atright arrow1055 BROADWAY STE 130KANSAS CITYMO ZIP+4right arrow64105
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
ANN KAUFMANN BAUM CLASS A TRUSTEE
1.00 		0 0 0
4801 MAIN STREET 500
KANSAS CITY,MO64112
BRUCE C DAVISON CLASS B TRUSTEE
1.00 		0 0 0
4801 MAIN STREET 500
KANSAS CITY,MO64112
JANICE C KREAMER CLASS B TRUSTEE
1.00 		0 0 0
4801 MAIN STREET 500
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 (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
27,797,035
b
Average of monthly cash balances.......................
1b
2,381,124
c
Fair market value of all other assets (see instructions)................
1c
91,774
d
Total (add lines 1a, b, and c).........................
1d
30,269,933
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
30,269,933
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
454,049
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,815,884
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,490,794
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
1,490,794
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
27,594
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
27,594
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,463,200
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,463,200
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
1,463,200
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
2,360,890
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
2,360,890
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 1,463,200
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 673,416
b From 2020......  
c From 2021...... 1,737,299
d From 2022...... 576,337
e From 2023...... 785,050
f Total of lines 3a through e ........ 3,772,102
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,360,890
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,463,200
e Remaining amount distributed out of corpus 897,690
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 4,669,792
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		673,416
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,996,376
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 1,737,299
c Excess from 2022.... 576,337
d Excess from 2023.... 785,050
e Excess from 2024.... 897,690
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).)
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

AARP FOUNDATION

601 E STREET NW
WASHINGTON,DC20049 		NONE 501 (C)(3) GENERAL SUPPORT 250

ACLU FOUNDATION OF KANSAS

PO BOX 917
MISSION,KS66201 		NONE 501 (C)(3) PREVENTION OF THREAT TO CONSTITUTIONAL LIBERTIES 47,500

AMERICAN FOUNDATION FOR SUICIDE

199 WATER ST 11TH FLOOR
NEW YORK,NY10038 		NONE 501 (C)(3) HUMAN SERVICES 1,000

AMERICAN JEWISH COMMITTEE

P O BOX 7247
PHILADELPHIA,PA19170 		NONE 501 (C)(3) SUPPORT THE WELL-BEING OF THE JEWISH PEOPLE AND ISRAEL 10,000

AMERICAN PUBLIC SQUARE

300 E 39TH STREET 2S
KANSAS CITY,MO64111 		NONE 501 (C)(3) PROMOTE CIVIL PUBLIC DISCOURSE 5,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		NONE 501 (C)(3) TO STOP THE DEFAMATION OF THE JEWISH PEOPLE. 1,100

ARNOLD GOLD FOUNDATION INC

619 E PALISADE AVENUE
ENGLEWOOD CLIFFS,NJ07632 		NONE 501 (C)(3) HEALTH CARE 2,000

BIRTHRIGHT ISRAEL FOUNDATION

711 3RD AVE 10TH FLOOR
NEW YORK,NY10017 		NONE 501 (C)(3) SUPPORT BIRTHRIGHT ISRAEL 2,500

BLUEDOT IMPACT FUND

182 HOWARD STREET 225
SAN FRANCISCO,CA94105 		NONE 501 (C)(3) TO SUPPORT DEVELOPMENT OF AI 25,000

BREAKTHROUGH T1D

215 W PERSHING RD 300
KANSAS CITY,MO64108 		NONE 501 (C)(3) TO HELP DIABETES RESEARCH 2,500

CARLETON COLLEGE

ONE N COLLEGE ST
NORTHFIELD,MN55057 		NONE 501 (C)(3) EDUCATIONAL 237,500

CHABAD OF MARTHA'S VINEYARD

83 CAUSEWAY RD
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) RELIGIOUS 3,000

CHARLOTTE STREET FOUNDATION

3333 WYOMING ST
KANSAS CITY,MO64111 		NONE 501 (C)(3) SUPPORT AND ADVOCATE FOR LOCAL ARTISTS 5,000

DEEP ROOTS KC

PO BOX 32131
KANSAS CITY,MO64171 		NONE 501 (C)(3) INCREASING NATIVE PLANT LANDSCAPES 1,000

DOCTORS WITHOUT BOARDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		NONE 501 (C)(3) TO SUPPORT DOCTORS 100

EARLYSTART

2008 E 12TH STREET
KANSAS CITY,MO64127 		NONE 501 (C)(3) HUMAN SERVICES 5,000

ENVIRONMENTAL DEFENSE FUND

P O BOX 98051
WASHINGTON,DC20090 		NONE 501 (C)(3) SUPPORT THE FIGHT AGAINST CLIMATE CHANGE 65

FOLLY THEATER

1020 CENTRAL ST STE 200
KANSAS CITY,MO64105 		NONE 501 (C)(3) SUPPORT THE THREATER 2,500

FRIENDS OF CHILMARK PRESCHOOL

8 STATE RD
CHILMARK,MA02535 		NONE 501 (C)(3) EDUCATION 5,000

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		NONE 501 (C)(3) COMMUNITY IMPROVEMENT & CAPACITY BUILDING 45,000

HARRIMAN-JEWELL SERIES

500 COLLEGE HILL CAMPUS BOX 1015
LIBERTY,MO64068 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 5,650

HARVESTERS - THE COMMUNITY FOOD NETWORK

3801 TOPPING AVENUE
KANSAS CITY,MO64129 		NONE 501 (C)(3) FOOD, AGRICULTURE & NUTRITION 50,000

HOLOCAUST CENTER OF PITTSBURGH

107 WOODLAND ROAD
PITTSBURGH,PA15232 		NONE 501 (C)(3) HORROR OF THE HOLOCAUST AND ANTISEMITISM WITH INJUSTICES 50,000

HYMAN BRAND HEBREW ACADEMY

5801 W 115TH ST
OVERLAND PARK,KS66211 		NONE 501 (C)(3) EDUCATIONAL 15,000

INSTITUTE FOR JEWISH SPIRITUALITY

121 W 27TH STREET SUITE 404
NEW YORK,NY10001 		NONE 501 (C)(3) CIVIL AND HUMAN RIGHTS 1,000

ISLAND EATS MV INC

20 HENRY HOUGH LN
CHILMARK,MA02535 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 10,000

ISLAND GROWN INITIATIVE

PO BOX 622
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 1,000

ISLAND HOUSING TRUST

346 STATE RD
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) HOUSING PRESERVATION 10,000

JDC

PO BOX 4124
NEW YORK,NY10163 		NONE 501 (C)(3) RELIGIOUS 10,000

JEWISH COMMUNITY RELATIONS BUREAUAMERICAN JEWISH COMMITTEE JCRBAJC

5801 W 115TH ST 203
OVERLAND PARK,KS66211 		NONE 501 (C)(3) CIVIL AND HUMAN RIGHTS 5,000

JEWISH FAMILY SERVICES

425 E 63RD ST
KANSAS CITY,MO64110 		NONE 501 (C)(3) HUMAN SERVICES 61,000

JEWISH FEDERATION OF GREATER KANSAS CITY

5801 WEST 115 STREET
OVERLAND PARK,KS66211 		NONE 501 (C)(3) PHILANTHROPY, VOLUNTEERISM & GRANTMAKING FOUNDATION 105,186

JOHNSON COUNTY LIBRARY

5120 CEDAR ST
ROELAND PARK,KS66205 		NONE 501 (C)(3) EDUCATIONAL 15,000

KANBE'S MARKETS

3119 TERRACE ST
KANSAS CITY,MO64111 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 10,000

KANSAS CITY ART INSTITUTE

4415 WARWICK BOULEVARD
KANSAS CITY,MO64111 		NONE 501 (C)(3) EDUCATIONAL 14,200

KANSAS CITY FRIENDS OF ALVIN AILEY

1714 EAST 18TH STREET
KANSAS CITY,MO64108 		NONE 501 (C)(3) MAKING DANCE ACCESSIBLE TO ALL PEOPLE 5,000

KANSAS CITY GIFT

5008 PROSPECT AVE
KANSAS CITY,MO64130 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 15,000

KANSAS CITY GIRLS PREPARATORY ACADEMY FOUNDATION

5000 EAST 7TH STREET
KANSAS CITY,MO64127 		NONE 501 (C)(3) EDUCATIONAL 25,000

KANSAS CITY HOSPICE & PALLIATIVE CARE

1500 MEADOW LAKE PKWY 200
KANSAS CITY,MO64114 		NONE 501 (C)(3) HUMAN SERVICES 40,250

KANSAS CITY REPERTORY THEATER INC

4825 TROOST AVENUE SUITE 106
KANSAS CITY,MO64110 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 5,500

KANSAS CITY SYMPHONY

1703 WYANDOTTE SUITE 200
KANSAS CITY,MO64108 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 56,000

KANSAS CITY YOUNG AUDIENCES

3732 MAIN ST
KANSAS CITY,MO64111 		NONE 501 (C)(3) PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC 2,500

KAUFFMAN CENTER OF THE PERFORMING ARTS

1601 BROADWAY BLVD
KANSAS CITY,MO64108 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 55,000

KC UNCORNERED

300 E 39TH STREET SUITE 1G
KANSAS CITY,MO64111 		NONE 501 (C)(3) SUPPORT MENTAL HEALTH 100,400

KCPBS - PUBLIC TELEVISION 19 INC

125 E 31ST ST
KANSAS CITY,MO64108 		NONE 501 (C)(3) PROVIDE EDUCATIONAL PROGRAMMING AND SERVICES 5,000

KCUR 893

4825 TROOST SUITE 202
KANSAS CITY,MO64110 		NONE 501 (C)(3) ARTS AND CULTURE 25,000

KEMPER MUSEUM

4420 WARWICK BLVD
KANSAS CITY,MO64111 		NONE 501 (C)(3) PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC` 5,000

KU ENDOWMENT

1891 CONSTANT AVE
LAWRENCE,KS66047 		NONE 501 (C)(3) EDUCATIONAL 250

LINDA HALL LIBRARY FOUNDATION

5109 CHERRY STREET
KANSAS CITY,MO64110 		NONE 501 (C)(3) EDUCATIONAL 1,250

LYRIC OPERA OF KANSAS CITY

1725 HOLMES STREET
KANSAS CITY,MO64108 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 25,000

MARTHA'S VINEYARD COMMUNITY SERVICES - PERMANENT ENDOWMENT

111 EDGARTOWN-VINEYARD HAVEN ROAD
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) EARLY CHILDHOOD PROGRAMS 10,000

MARTHA'S VINEYARD FILM SOCIETY

79 BEACH RD
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 1,000

MARTHA'S VINEYARD HEBREW CENTER

P O BOX 692
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) RELIGIOUS 10,000

MARTHA'S VINEYARD MUSEUM

151 LAGOON POND RD
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 1,000

MASS GENERAL CANCER CENTER

55 FRUIT ST
BOSTON,MA02114 		NONE 501 (C)(3) HEALTH CARE 250

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN55905 		NONE 501 (C)(3) HEALTHCARE 260,000

MEDSTAR HEALTH

10980 GRANTCHESTER WAY
COLUMBIA,MD21044 		NONE 501 (C)(3) HEALTHCARE 1,000

MIDWEST CENTER FOR HOLOCAUST EDUCATION INC

5801 W 115TH ST STE 106
OVERLAND PARK,KS66211 		NONE 501 (C)(3) TO TEACH THE HISTORY OF THE HOLOCAUST 2,500

MIDWEST INNOCENCE PROJECT

300 E 39TH STREET
KANSAS CITY,MO64111 		NONE 501 (C)(3) REPRESENTING PEOPLE CONVICTED OF CRIMES THEY DID NOT COMMIT 10,000

MISSION VISION PROJECT KC

5909 DEARBORN ST
MISSION,KS66202 		NONE 501 (C)(3) TO SUPPORT ADULTS WITH DEVELOPMENTAL DISABILITIES 5,000

MOCSA

3100 BROADWAY BLVD 400
KANSAS CITY,MO64111 		NONE 501 (C)(3) HUMAN SERVICES 2,500

MS SOCIETY

2000 SHAWNEE MISSION PARKWAY SUITE
310
MISSION WOODS,KS66205 		NONE 501 (C)(3) RAISE FUNDS FOR RESEARCH 1,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

2020 W 89TH STE 100
LEAWOOD,KS66206 		NONE 501 (C)(3) HELPS PEOPLE AFFECTED BY MULTIPLE SCLEROSIS 300

NATIONAL PARKS CONSERVATION

777 6TH STREET NW SUITE 700
WASHINGTON,DC20001 		NONE 501 (C)(3) SUPPORT THE FIGHT AGAINST CLIMATE CHANGE 100

NATIONAL WWI MUSEUM AND MEMORIAL

2 MEMORIAL DR
KANSAS CITY,MO64108 		NONE 501 (C)(3) EDUCATIONAL 15,000

NDRC

1152 15TH STREET NW SUITE 300
WASHINGTON,DC20005 		NONE 501 (C)(3) SUPPORT THE FIGHT AGAINST CLIMATE CHANGE 500

NELSON GALLERY FOUNDATION

4525 OAK STREET
KANSAS CITY,MO64111 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 261,915

NEW REFORM TEMPLE

7100 MAIN
KANSAS CITY,MO64114 		NONE 501 (C)(3) RELIGIOUS 58,743

NORTHEAST COMMUNITY CENTER

544 WABASH
KANSAS CITY,MO64124 		NONE 501 (C)(3) EDUCATIONAL, CULTURAL AND SOCIAL OPPORTUNITIES 3,500

OBAMA FOUNDATION

5235 S HARPER CT SUITE 1140
CHICAGO,IL60615 		NONE 501 (C)(3) COMMUNITY IMPROVEMENT 5,000

OBERMAYER FOUNDATION

15 GREY STONE PATH
DEDHAM,MA02026 		NONE 501 (C)(3) RELIGIOUS 7,500

OPERATION BREAKTHROUGH INC

3039 TROOST
KANSAS CITY,MO64109 		NONE 501 (C)(3) PROVIDING A SAFE, LOVING, AND EDUCATIONAL ENVIRONMENT TO CHILDREN LIVING IN POVERTY 12,100

PAWSPERITY

5805 TROOST AVE
KANSAS CITY,MO64110 		NONE 501 (C)(3) TO SUPPORT DOG GROOMING AND DAY CARE 20,000

PEACE CORPS FOUNDATION

1275 FIRST STREET NE
WASHINGTON,DC20526 		NONE 501 (C)(3) TO SUPPORT EDUCATION, HEALTH, AGRICULTURE AND ECONOMIC DEVELOPMENT 5,000

PEMBROKE HILL SCHOOL

400 W 51ST ST
KANSAS CITY,MO64112 		NONE 501 (C)(3) EDUCATIONAL 26,000

PLANNED PARENTHOOD OF KANSAS & MID MISSOURI

4401 W 109TH STREET 200
OVERLAND PARK,KS66211 		NONE 501 (C)(3) HEALTH CARE 10,000

POLLY HILL ARBORETUM

P O BOX 561
WEST TISBURY,MA02575 		NONE 501 (C)(3) ENVIRONMENT 100

POWELL GARDENS LLC

1609 NW US HWY 50
KINGSVILLE,MO64061 		NONE 501 (C)(3) ENVIRONMENT 1,000

READING IS FUNDAMENTAL

750 FIRST STREET NE SUITE 920
WASHINGTON,DC20002 		NONE 501 (C)(3) EDUCATIONAL 1,000

SAINT LUKE'S FOUNDATION

901 E 104TH ST MAIL STOP 100 S
KANSAS CITY,MO64131 		NONE 501 (C)(3) HEALTHCARE 25,000

SEVENDAYS

8500 SHAWNEE MISSION PKWY SUITE L26
MERRIAM,KS66202 		NONE 501 (C)(3) TO FUND VARIOUS PROGRAM ACTIVITIES 10,000

SHERIFF'S MEADOW FOUNDATION

57 DAVID AVE
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) CONSERVATION 15,000

TEMPLE B'NAI JESHURUN

5101 GRAND AVE
DES MOINES,IA50312 		NONE 501 (C)(3) RELIGIOUS 11,258

TEMPLE TIFERETH ISRAEL

924 POLK BLVD
DES MOINES,IA50312 		NONE 501 (C)(3) RELIGIOUS 400

THE AMERICAN INDEPENDENT

800 MAINE AVE SW STE 500
WASHINGTON,DC20024 		NONE 501 (C)(3) TO SUPPORT JOURNALISM AND ARTS 10,000

THE ARTS ENGAGEMENT FOUNDATION OF KC

20 E GREGORY BLVD
KANSAS CITY,MO64114 		NONE 501 (C)(3) PROMOTE ENGAGEMENT AND INCREASE PARTICIPATION IN ARTS IN KC 12,500

THE METROPOLITAN MUSEUM OF ART

1000 5TH AVE
NEW YORK,NY10028 		NONE 501 (C)(3) ARTS, CULTURE & HUMANITIES 1,108

TRUMAN LIBRARY INSTITUTE

5151 TROOST AVE STE 300
KANSAS CITY,MO64110 		NONE 501 (C)(3) LIBRARY AND MUSEUM 15,000

UMKC FOUNDATION

5115 OAK ST
KANSAS CITY,MO64112 		NONE 501 (C)(3) EDUCATIONAL 41,000

UNION STATION KANSAS CITY

30 WEST PERSHING ROAD
KANSAS CITY,MO64108 		NONE 501 (C)(3) PRESERVING UNION STATION KANSAS CITY HISTORIC MONUMENT 25,000

UNIVERSITY ACADEMY FOUNDATION

4520 MAIN SUITE 1050
KANSAS CITY,MO64111 		NONE 501 (C)(3) EDUCATIONAL 20,000

US HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024 		NONE 501 (C)(3) MUSEUM FOR EDUCATION ABOUT THE HOLOCAUST 500

VILLAGE SHALOM INC

5500 W 123RD STREET
OVERLAND PARK,KS66209 		NONE 501 (C)(3) HUMAN SERVICES 15,000

VINEYARD CONSERVATION SOCIETY

LAMBERTS COVE RD
VINEYARD HAVEN,MA02568 		NONE 501 (C)(3) PRESERVING THE ENVIRONMENT OF MARTHA'S VINEYARD THROUGH ADVOCACY, EDUCATION, AND PROTECTION OF LAND AND WATER 250

WAR HORSES FOR VETERANS

5600 W 183RD ST
STILWELL,KS66085 		NONE 501 (C)(3) SUPPORT COMBAT VETERANS AND FIRST RESPONDERS 1,000

WAYSIDE WAIFS

3901 MARTHA TRUMAN RD
KANSAS CITY,MO64137 		NONE 501 (C)(3) TO SUPPORT THE PET ADOPTION CAMPUS 1,000

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037 		NONE 501 (C)(3) TO SUPPORT THE DEVELOPMENT AND SOLUTIONS TO PROTECT COMMUNITIES AND WILDLIFE 65
Total .................................right arrow 3a 2,066,290
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 ....     14 792,284  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,457,385  
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 2,249,669 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,249,669
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RUBINBROWN 7,500 3,750   3,750

TY 2024 InvestmentsCorpStockSchedule
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Name of Stock End of Year Book Value End of Year Fair Market Value
AAON INC 6,457 31,421
ABBOTT LABORATORIES 65,558 74,766
ACCENTURE PLC 53,759 65,081
ADOBE SYSTEMS INCORPORATED COM 38,253 72,483
AERCAP HOLDINGS N.V. 120,904 233,508
AGILYSYS INC 4,159 5,268
AIR PRODUCTS AND CHEMICALS INC 134,717 164,453
AIRBNB INC 52,386 60,054
ALCOA CORP COM 104,365 104,991
ALPHABET INC CAP STK CL C 118,163 419,539
ALTAIR ENGR INC COM CL A 8,247 27,823
ALTRIA GROUP INC 52,901 80,527
AMAZON.COM INC 116,961 705,997
AON PLC SHS CL A COM 138,834 239,919
APPLE INC 114,709 302,007
ARMSTRONG WORLD INDS INC NEW COM 22,923 34,343
AXALTA COATING SYSTEMS LTD COM 18,722 23,270
AZENTA INC COM 19,506 11,500
BALCHEM CORP 11,191 22,819
BAYER AG SPON 193,330 92,666
BERKSHIRE HATHAWAY INC COM 53,501 169,527
BLACKLINE INC COM 13,913 18,228
BLACKROCK INC COM 58,942 170,168
BROADRIDGE FINANCIAL SOLUTION INC COM 11,904 28,035
BRUKER CORP 18,171 14,010
CABLE ONE INC COM 23,781 7,967
CANNAE HLDGS INC COM 17,145 8,063
CAPITAL ONE FINANCIAL CORP COM 68,921 153,712
CASELLA WASTE SYSTEMS INC 31,455 58,196
CCC INTELLIGENT SOLUTIONS HLD COM 35,869 36,117
CHARTER COMMUNICATIONS INC 55,818 62,727
CHEVRON CORP NEW COM 58,411 90,670
CHURCHILL DOWNS INC 15,530 35,922
CINCINNATI FINANCIAL CORP COM 31,437 85,214
CISCO SYSTEMS INC 47,921 102,771
CLEARWATER ANALYTICS HLDGS INC CL A 12,849 21,603
COMCAST CORP 258,767 249,837
CONOCOPHILLIPS COM 307,153 294,733
CONSTRUCTION PARTNERS INC COM CL 6,011 34,057
COSTAR GROUP INC 27,454 27,347
CRANE NXT CO COM 4,560 4,658
CREDIT ACCEPTANCE CORP 23,102 24,412
CSW INDUSTRIALS INC 14,026 26,460
DECKERS OUTDOOR CORP 3,851 34,931
DESCARTES SYS GROUP INC COM 10,273 42,600
DIAGEO ADR EACH REPR 4 ORD 53,984 65,218
DIAMOND HILL SHORT DURAT SEC BOND I 1,225,000 1,198,136
DIGI INTERNATIONAL INC 16,639 15,417
DISCOVER FINANCIAL SERVICES 35,236 49,371
DOMINION ENERGY INC COM 125,629 101,149
DOUBLELINE TOTAL RETURN BOND FD CL I 2,066,999 1,693,480
ELEMENT SOLUTIONS INC COM 18,566 17,191
ELEVANCE HEALTH INC COM 88,210 94,438
ELI LILLY &CO 53,612 60,216
ENTEGRIS INC 12,399 29,718
ESCO TECHNOLOGIES INC 9,735 19,982
EXPONENT INC 17,596 28,512
FASTENAL COM STK 35,293 93,843
FEDERAL SIGNAL 13,105 19,864
FIDELITY NATL INFORMATION 128,412 121,397
FIRSTSERVICE CORP COM NPV 11,386 28,963
GARTNER INC 18,568 27,615
GENERAL ELECTRIC CO COM NEW 22,853 109,534
GOLDMAN SACHS 1,710,314 1,816,293
HANOVER INSURANCE GROUP INC 18,265 23,354
HELIOS TECHNOLOGIES INC COM 11,225 12,722
HENRY JACK &ASSOCIATES INC COM 19,601 22,964
HILLMAN SOLUTIONS CORP COM 12,572 10,178
HILTON WORLDWIDE HLDGS INC 27,396 103,807
HUMANA INC 180,922 136,750
INFINITY Q DIVRS ALPHA INSTL 31,567 0
INVESCO GOV'T AND AGENCY PORT INSTL 2,000,000 2,000,000
JOHN BEAN TECHNOLOGIES 8,441 14,617
JOHNSON &JOHNSON COM 97,840 107,453
KADANT INC 5,258 5,175
LAMB WESTON HLDGS INC COM 20,648 21,586
LANCASTER COLONY CORP 18,189 25,278
LEMAITRE VASCULAR INC 5,409 22,114
LIBERTY BROADBAND CORP COM SER C 86,190 91,132
LONDON STOCK EXCHANGE GROUP UNSPN 104,234 112,424
LOWES COMPANIES INC COM 40,955 136,727
MASTERCARD INCORPORATED CL A 16,464 97,415
MERCK &CO. INC COM 55,002 102,265
MERCURY SYSTEMS INC 11,208 10,920
MERIT MEDICAL SYSTEMS INC 7,645 24,664
MESA LABORATORIES INC 16,721 10,550
META PLATFORMS INC CLASS A COMMON STOCK 53,865 298,610
MICROSOFT CORP 90,026 499,056
MSA SAFETY INC 11,246 9,946
MSCI INC 59,962 67,801
MURPHY USA INC 18,750 36,120
NCINO INC COM (NCNO) 9,320 8,731
NEOGEN CORP 23,642 12,626
NESTLE ADR 66,329 59,641
NETFLIX INC 40,485 90,023
NEWMARKET CORP 19,507 22,191
NINTENDO CO LTD UNSP ADS EACH REP 0.25 107,463 117,903
NORFOLK SOUTHN CORP COM 74,323 129,789
NORTHROP GRUMMAN CORP 84,871 94,327
NOVANTA INC COM NPV 9,824 23,679
NOVO NORDISK 30,314 27,957
ORACLE CORP 90,925 98,984
PAYCHEX INC COM 37,168 107,689
PAYCOM SOFTWARE INC COM USD0.01 30,573 34,025
PAYCOR HCM INC COM 22,591 14,856
PHILIP MORRIS INTERNATIONAL INC 107,543 156,453
POST HLDGS INC COM 15,343 27,013
PROGRESSIVE CORP COM 60,856 150,475
PROSUS N.V. SPON ADR EACH REP 0.20 ORD 137,724 162,302
Q2 HOLDINGS INC 15,155 21,237
QUALYS INC COM 21,522 20,893
RBC BEARINGS INC 10,731 25,427
REPLIGEN CORP 6,082 13,674
REYNOLDS CONSUMER PRODS INC COM 15,882 14,008
SAFRAN SA UNSPON ADR EA REP 0.25 ORD 56,956 100,825
SAP ADR REP 1 111,068 198,938
SCHWAB CHARLES CORP 90,520 122,931
SERVICENOW INC COM 9,761 96,471
SHELL PLC SPON ADS EA REP 170,997 202,547
SHOPIFY INC COM NPV CL A 60,764 93,464
SIMPSON MFG INC COM 9,049 26,533
SIMULATIONS PLUS INC 16,843 8,925
SITEONE LANDSCAPE SUPPLY INC COM 7,536 17,789
SPS COMM INC COM 6,099 26,679
SPX TECHNOLOGIES INC COM 13,316 13,097
STARBUCKS CORP COM 100,347 100,923
STEVANATO GROUP S.P.A 21,888 21,027
TAIWAN SEMICONDUCTOR MANUFACTURING 85,259 182,086
TCW METWEST UNCONSTR BOND FUND I 3,575,030 3,057,851
TE CONNECTIVITY PLC COM 99,571 95,790
TEXAS INSTRUMENTS INC COM 80,183 146,820
THERMO FISHER SCIENTIFIC INC 70,845 73,873
TORO CO 21,106 18,103
TRANSCAT INC 9,766 13,218
TREX COMPANY INC 17,455 29,131
UL SOLUTIONS INC CLASS A COM 3,694 4,988
UNIFIRST CORP 13,873 11,976
UNITED PARCEL SERVICE INC 64,364 75,660
UNITEDHEALTH GROUP INC 123,818 226,625
VAIL RESORTS 19,080 14,434
VANGUARD DEVELOPED MRKTS INDEX INSTL 331,233 418,256
VANGUARD GROWTH INDEX 2,480,588 3,956,602
VANGUARD TOTAL STOCK MARKET INSTL 2,611,152 3,688,676
VERICEL CORP 12,211 15,375
VERTEX INC CL A 8,167 16,805
VISA INC 126,381 236,082
WATERS CORP 19,081 26,711
WD 40 CO COM 8,692 10,921
WELLS FARGO CO NEW COM 49,605 113,789
WHITE MTNS INS GROUP LTD COM 21,219 38,901
WOODWARD INC COM 79,824 122,319
WORKDAY INC 263,759 291,832
WORKIVA INC COM CL A 13,313 15,330
ZEBRA TECHNOLOGIES CORPORATION 19,495 25,104
ZOETIS INC 71,274 68,268

TY 2024 InvestmentsOtherSchedule2
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CROWN CASTLE INTL CORP NEW COM AT COST 70,204 62,352
FIRST INDL RLTY TR INC COM AT COST 12,334 16,342

TY 2024 OtherDecreasesSchedule
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Description Amount
BOOK TO TAX DIFFERENCE 6,278


TY 2024 OtherExpensesSchedule
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 679 679   0
ADVISOR FEES 162,875 162,875   0
INVESTMENT MANAGEMENT FEES 89,943 89,943   0


TY 2024 OtherProfessionalFeesSchedule
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CREDO PHILANTHROPY ADVISORS LLP 140,000 0   140,000
PEYTON LANE LLC 36,225 0   36,225
CRUX KC LLC 114,625 0   114,625


TY 2024 TaxesSchedule
Name:
G KENNETH AND ANN BAUM PHILANTHROPIC
 
FUND
EIN:
46-4198523
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL SECTION 511 TAX 45,160 0   0
FOREIGN TAX 7,238 7,238   0