TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
THE SUNDERLAND FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)5700 W 112TH STREET 320
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
OVERLAND PARK, KS66211

A Employer identification number

44-6011082

B Telephone number (see instructions)

(913) 335-6454

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$926,086,757J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	23,564,348		27,708,976
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		44,550,444
b	Gross sales price for all assets on line 6a 310,007,270
7	Capital gain net income (from Part IV, line 2)...			51,920,622
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).......	List of Attached Documents: // Content	310,030	39,023
12	Total. Add lines 1 through 11........	68,424,822		79,668,621
13	Compensation of officers, directors, trustees, etc.	557,216		222,886	334,330
14	Other employee salaries and wages......	80,942		32,377	48,565
15	Pension plans, employee benefits.......	108,254		43,302	64,952
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	92,821	46,411	46,411
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	29,400	14,700	14,700
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	1,489,724	1,520,749	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	919,111	132,861	14,467
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	406,760		0	406,760
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	14,904	5,216	9,688
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	3,699,132		2,018,502	939,873
25	Contributions, gifts, grants paid.......	177,031,515			177,031,515
26	Total expenses and disbursements. Add lines 24 and 25	180,730,647		2,018,502	177,971,388
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-112,305,825
b	Net investment income (if negative, enter -0-)			77,650,119
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		2	2
	2	Savings and temporary cash investments.........	59,320,714	71,969,758	71,969,758
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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) 3,542,230
		Less: allowance for doubtful accounts 0	3,342,017	3,542,230	3,542,230
	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).......	403,877,645	List of Attached Documents: // Content 338,714,321	338,714,321
	c	Investments—corporate bonds (attach schedule).......	306,111,953	List of Attached Documents: // Content 266,313,381	266,313,381
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	241,978,433	List of Attached Documents: // Content 243,047,065	243,047,065
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 2,500,000	List of Attached Documents: // Content 2,500,000	List of Attached Documents: // Content 2,500,000
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,017,130,762	926,086,757	926,086,757
	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 )	List of Attached Documents: // Content 347,474	List of Attached Documents: // Content 0
	23	Total liabilities (add lines 17 through 22).........	347,474	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,472,070,151	1,472,070,151
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	-455,286,863	-545,983,394
	29	Total net assets or fund balances (see instructions).....	1,016,783,288	926,086,757
	30	Total liabilities and net assets/fund balances (see instructions).	1,017,130,762	926,086,757

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,016,783,288

Enter amount from Part I, line 27a .....................

-112,305,825

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

21,609,294

Add lines 1, 2, and 3 ..........................

926,086,757

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

926,086,757

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	(d) Date sold (mo., day, yr.)
1 a	PUBLICLY TRADED SECURITIES		2024-12-31
b	CAPITAL GAIN DISTRIBUTIONS	P	2024-12-31
c	LONG-TERM CAPITAL LOSS FROM PASSTHROUGHS	P	2024-12-31
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	308,328,896	257,985,432	50,343,464
b	1,678,374		1,678,374
c		101,216	-101,216
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			50,343,464
b			1,678,374
c			-101,216
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	51,920,622
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,079,337
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	1,079,337
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	1,079,337
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	708,307
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	405,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	1,113,307
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	33,970
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax33,970	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

KS, MO

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

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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 Click to see attachment

List of Attached Documents:

// Content

.................

Yes

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

WWW.SUNDERLAND.ORG

The books are in care of right arrow

RANDY VANCE PRESIDENT Telephone no. right arrow

(913) 335-6454

Located at right arrow

5700 W 112TH STREET SUITE 320OVERLAND PARKKS ZIP+4 right arrow

66211

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

Yes

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

Yes

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

Yes

If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment

List of Attached Documents:

// Content

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
KENT SUNDERLAND	CHAIRMAN, TRUSTEE 1.00	12,000	0
5700 W 112TH STREET OVERLAND PARK,KS66211	CHAIRMAN, TRUSTEE 1.00	12,000	0
CHARLES SUNDERLAND	SECRETARY & TREASURER, TRUSTEE 1.00	12,000	0
5700 W 112TH STREET OVERLAND PARK,KS66211	SECRETARY & TREASURER, TRUSTEE 1.00	12,000	0
WILLIAM SUNDERLAND	TRUSTEE 1.00	12,000	0
5700 W 112TH STREET OVERLAND PARK,KS66211	TRUSTEE 1.00	12,000	0
THOMAS SUNDERLAND	TRUSTEE 1.00	12,000	1,131
5700 W 112TH STREET OVERLAND PARK,KS66211	TRUSTEE 1.00	12,000	1,131
JENNIFER MAYHEW	TRUSTEE 1.00	12,000	0
5700 W 112TH STREET OVERLAND PARK,KS66211	TRUSTEE 1.00	12,000	0
LEIGH FOSTER	TRUSTEE 1.00	12,000	0
5700 W 112TH STREET OVERLAND PARK,KS66211	TRUSTEE 1.00	12,000	0
EMERY GOLSON	TRUSTEE 1.00	12,000	20,345
5700 W 112TH STREET OVERLAND PARK,KS66211	TRUSTEE 1.00	12,000	20,345
MICHELLE BUCKNER	TRUSTEE 1.00	12,000	19,596
5700 W 112TH STREET OVERLAND PARK,KS66211	TRUSTEE 1.00	12,000	19,596
RANDY VANCE	PRESIDENT, COO 40.00	461,216	61,394
5700 W 112TH STREET OVERLAND PARK,KS66211	PRESIDENT, COO 40.00	461,216	61,394
GRANT SUNDERLAND	TRUSTEE 1.00	0	0
5700 W 112TH STREET OVERLAND PARK,KS66211	TRUSTEE 1.00	0	0

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
STEPHANIE JAMES	GRANT ADMINISTRATOR 30.00	81,403	6,268	0
5700 W 112TH STREET OVERLAND PARK,KS66211	GRANT ADMINISTRATOR 30.00	81,403	6,268	0








Total number of other employees paid over $50,000...................				0

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
GOLDMAN SACHS	INVESTMENT MANAGEMENT	1,441,966
609 MAIN STREET SUITE 2100 HOUSTON,TX77002	INVESTMENT MANAGEMENT	1,441,966

Total number of others receiving over $50,000 for professional services............. right arrow

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 arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

919,286,434

Average of monthly cash balances.......................

47,394,220

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

966,680,654

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

966,680,654

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

14,500,210

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

952,180,444

Minimum investment return. Enter 5% (0.05) of line 5................

47,609,022

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.)

Minimum investment return from Part IX, line 6..................

47,609,022

Tax on investment income for 2024 from Part V, line 5 .......

1,079,337

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,079,337

Distributable amount before adjustments. Subtract line 2c from line 1............

46,529,685

Recoveries of amounts treated as qualifying distributions................

310,000

Add lines 3 and 4............................

46,839,685

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

46,839,685

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

177,971,388

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

177,971,388

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					46,839,685
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......	80,497,020
b From 2020......	119,541,777
c From 2021......	113,094,655
d From 2022......	153,743,802
e From 2023......	166,341,061
f Total of lines 3a through e ........		633,218,315
4Qualifying distributions for 2024 from Part
XI, line 4: $ 177,971,388
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.....					46,839,685
e Remaining amount distributed out of corpus		131,131,703
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		764,350,018
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) ...		80,497,020
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		683,852,998
10 Analysis of line 9:
a Excess from 2020....	119,541,777
b Excess from 2021....	113,094,655
c Excess from 2022....	153,743,802
d Excess from 2023....	166,341,061
e Excess from 2024....	131,131,703

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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 e-mail address of the person to whom applications should be addressed:

THE SUNDERLAND FOUNDATION
5700 W 112TH STREET SUITE 320
OVERLAND PARK,KS66211
(913) 335-6454

bThe form in which applications should be submitted and information and materials they should include:

SEE WEBSITE FOR REQUIRED MATERIALS AND INFORMATION.

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

GEOGRAPHIC LIMITATIONS APPLY. SEE WEBSITE

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMALGAMATED FOUNDATION 1825 K STREET NW WASHINGTON,DC20006	NONE	PC	2024 DAF FUNDING	4,000,000
AMALGAMATED FOUNDATION 1825 K STREET NW WASHINGTON,DC20006	NONE	PC	HOUSEUS FUND	300,000
AMALGAMATED FOUNDATION 1826 K STREET NW WASHINGTON,DC20007	NONE	PC	2024 DAF FUNDING	4,000,000
AMALGAMATED FOUNDATION 1826 K STREET NW WASHINGTON,DC20007	NONE	PC	SUPPORT FAMILIES & WORKERS FUND	300,000
AMERICAN RED CROSS OF GREATER KANSAS CITY 6601 WINCHESTER AVE STE 110 KANSAS CITY,MO64133	NONE	PC	CAMERA & SECURITY UPGRADES AT WICHITA BUILDING	70,000
ASSISTANCE LEAGUE OF KANSAS CITY 6601 NORTH OAK TRAFFICWAY GLADSTONE,MO64118	NONE	PC	PROGRAM CENTER BUILDOUT AND FACILITY EXPANSION	142,077
AVILA UNIVERSITY 11901 WORNALL ROAD KANSAS CITY,MO64145	NONE	PC	RENOVATE RIDGEWAY HALL FOR STUDENT LIVING	1,000,000
BIG BROTHERS BIG SISTERS OF GREATER KANSAS CITY 1709 WALNUT STREET KANSAS CITY,MO64108	NONE	PC	BIG FUTURES HEADQUARTERS EXPANSION	3,000,000
BIG LAKES FOUNDATION INC PO BOX 1127 MANHATTAN,KS66505	NONE	PC	RAISE THE ROOF CAPITAL CAMPAIGN	100,000
BOREALIS PHILANTHROPY 721 N 1ST STREET MINNEAPOLIS,MN55403	NONE	PC	FAMILIES AND WORKERS FUND	1,000,000
CHARLES E LAKIN HUMAN SERVICES CAMPUS FOUNDATION 1515 AVENUE J COUNCIL BLUFFS,IA51501	NONE	PC	CONSTRUCT COLLABORATION CENTER	250,000
CHILDRENS MERCY HOSPITAL 10301 HICKMAN MILLS DR KANSAS CITY,MO64137	NONE	PC	BEHAVIORAL HEALTH HOSPITAL	20,000,000
CHILDRENS MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY,MO64108	NONE	PC	2024 SPONSOR OF FIRST TEE TOM WATSON GOLF TOURNAMENT	25,000
CLIMA FUND 548 MARKET STREET SUITE 62831 SAN FRANCISCO,CA94104	NONE	PC	2024 DONATION	400,000
CLOUD COUNTY COMMUNITY COLLEGE PO BOX 1002 CONCORDIA,KS66901	NONE	PC	TECH EDUCATION AND INNOVATION CENTER	500,000
COMMUNITY HEALTH CARE 1148 BROADWAY STE 100 TACOMA,WA98402	NONE	PC	RENOVATE BUILDING FOR HEALTH CARE	100,000
CORE INFLUENCER INSTITUTE 300 E 39TH STREET SUITE 1G KANSAS CITY,MO64111	NONE	PC	2024 DONATION	500,000
DAWSON PLACE CHILD ADVOCACY CENTER 1509 CALIFORNIA ST EVERETT,WA98201	NONE	PC	2024 DONATION	25,000
DCCCA INC 3312 CLINTON PARKWAY LAWRENCE,KS66047	NONE	PC	BUILD TRANSITIONAL HOUSING UNITS	450,000
DOWNTOWN KANSAS CITY CIVIC VENTURES 1000 WALNUT 200 KANSAS CITY,MO64106	NONE	PC	LAUNCH KC SOCIAL VENTURE STUDIO	175,000
DOWN-TOWN WICHITA KIWANIS FOUNDATION 301 N MAIN ST STE 600 WICHITA,KS67202	NONE	PC	CAMP NOWIKI UPGRADES	25,000
DTC COMMUNITY DEVELOPMENT INC 1000 WALNUT ST STE 200 KANSAS CITY,MO64106	NONE	PC	CONSTRUCT SOUTH LOOP KC PROJECT	2,000,000
ECONOMIC CLUB OF KANSAS CITY PO BOX 1214 MISSION,KS66222	NONE	PC	2025 MEMBERSHIP	2,750
ECONOMIC CLUB OF KANSAS CITY PO BOX 1215 MISSION,KS66223	NONE	PC	TRUMAN MEDAL EVENT SPONSOR	5,000
FAMILY SERVICE ASSOCIATION OF LINCOLN 501 S 7TH ST LINCOLN,NE68508	NONE	PC	CONSTRUCT 51 COMMONS STEAM ACTIVITY CENTER	500,000
FAMILYWORKS PO BOX 85420 SEATTLE,WA98145	NONE	PC	WALLINGFORD FOOD BANK RENOVATION	500,000
FARESTART 700 VIRGINIA ST SEATTLE,WA98101	NONE	PC	RENOVATE FARESTART RESTAURANT FOR WORKFORCE DEVELOPMENT	125,000
FIDELITY CHARITABLE 100 CROSBY PARKWAY COVINGTON,KY41015	NONE	PC	2024 DAF FUNDING	150,000
FIRST NATIONS DEVELOPMENT INSTITUTE 2432 MAIN STREET LONGMONT,CO80501	NONE	PC	2024 DONATION	500,000
FRIENDS OF JOHNSON COUNTY DEVELOPMENTAL SUPPORTS 10501 LACKMAN ROAD LENEXA,KS66219	NONE	PC	2024 CONSTRUCTION AND RENOVATION OF AFFORDABLE HOUSING FOR IDD RESIDENTS	400,000
FRIENDSHIP INN OF KANSAS CITY 4146 STATE LINE ROAD KANSAS CITY,KS66103	NONE	PC	BABE'S PLACE AT FRIENDSHIP INN	500,000
GOLDMAN SACHS PHILANTHROPY FUND ALBANY NY 200 WEST ST FL 15 NEW YORK CITY,NY10282	NONE	PC	2024 DAF FUNDING	4,000,000
GOLDMAN SACHS PHILANTHROPY FUND ALBANY NY 200 WEST ST FL 15 NEW YORK CITY,NY10282	NONE	PC	2024 DAF FUNDING	4,000,000
GOLDMAN SACHS PHILANTHROPY FUND ALBANY NY 200 WEST ST FL 15 NEW YORK CITY,NY10282	NONE	PC	2024 DAF FUNDING	4,000,000
GOODWILL INDUSTRIES OF KANSAS LNC 3351 N WEBB RD WICHITA,KS67226	NONE	PC	RENOVATE RECREATION SPACE	75,000
GREATER KANSAS CITY COMMUNITY FOUNDATION 1055 BROADWAY BOULEVARD 130 KANSAS CITY,MO64105	NONE	PC	2024 DONATION FOR HISPANIC FUND	100,000
GREATER KANSAS CITY COMMUNITY FOUNDATION 1056 BROADWAY BOULEVARD 130 KANSAS CITY,MO64105	NONE	PC	2024 DAF FUNDING	4,000,000
GREATER KANSAS CITY COMMUNITY FOUNDATION 1057 BROADWAY BOULEVARD 130 KANSAS CITY,MO64105	NONE	PC	2024 DAF FUNDING	2,000,000
GREATER KANSAS CITY COMMUNITY FOUNDATION 1058 BROADWAY BOULEVARD 130 KANSAS CITY,MO64105	NONE	PC	2024 ROCK ISLAND BRIDGE PROJECT IN WYANDOTTE COUNTY	250,000
HABITAT FOR HUMANITY OF KANSAS CITY 1423 LINWOOD BLVD KANSAS CITY,MO64109	NONE	PC	HERITAGE PARK OLATHE HOME CONSTRUCTION	1,000,000
HABITAT FOR HUMANITY OF LINCOLNLANCASTER COUNTY 4615 ORCHARD ST LINCOLN,NE68503	NONE	PC	HOME CONSTRUCTION & HOME REPAIRS	450,000
HEARTLAND COMMUNITY HEALTH CENTER 1312 W 6TH ST LAWRENCE,KS66044	NONE	PC	CONSTRUCT BUILDING FOR MENTAL HEALTH SERVICES	250,000
HEARTSPRING 8700 E 29TH ST N WICHITA,KS67226	NONE	PC	FACILITY HEALTH & SAFETY IMPROVEMENTS	200,000
IMPACT ASSETS INC 4340 EAST WEST HIGHWAY SUITE 210 BETHESDA,MD20814	NONE	PC	2024 DAF FUNDING	4,000,000
INTERURBAN ARTHOUSE 8001 NEWTON STREET OVERLAND PARK,KS66204	NONE	PC	CONSTRUCT OUTDOOR COMMUNITY SPACE	25,000
JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION 12345 COLLEGE BOULEVARD OVERLAND PARK,KS66210	NONE	PC	2024 SOME ENCHANTED EVENING SPONSOR	25,000
KANBE'S MARKETS 3119 TERRACE ST KANSAS CITY,MO64111	NONE	PC	EXPAND FACILITY OPERATIONS	460,000
KC PEOPLE'S FUND PO BOX 7045 KANSAS CITY,MO64113	NONE	PF	INITIAL CAPITALIZATION	24,750,000
KEMPER MUSEUM OF CONTEMPORARY ART 4420 WARWICK BOULEVARD KANSAS CITY,MO64111	NONE	PC	SECURITY & HVAC UPGRADES	250,000
KIDSTLC 480 S ROGERS RD OLATHE,KS66062	NONE	PC	ROOTED IN HOPE CAMPAIGN	500,000
LAWRENCE MEMORIAL HOSPITAL ENDOWMENT ASSOCIATION 325 MAINE STREET LAWRENCE,KS66044	NONE	PC	EXPAND CLINICAL AND IMAGING SERVICES AREAS	1,000,000
LIBERTY MEMORIAL ASSOCIATION 2 MEMORIAL DRIVE KANSAS CITY,MO64108	NONE	PC	2024 NIGHT AT TOWER SPONSOR	15,000
MADE MEN INC 626 MINNESOTA AVENUE 3RD FLOOR KANSAS CITY,KS66101	NONE	PC	ACQUISITION AND RENOVATTON OF NEW EDUCATIONAL FACILITY	250,000
MADONNA FOUNDATION 5401 SOUTH STREET LINCOLN,NE68506	NONE	PC	RENOVATE NURSING FACILITY	500,000
MATTIE RHODES CENTER 915 W 17 ST KANSAS CITY,MO64108	NONE	PC	RENOVATTONS TO THE ART CENTER	250,000
MD ANDERSON CANCER CENTER 1515 HOLOCOMBE BLVD HOUSTON,TX77030	NONE	PC	2024 DONATION	250,000
MULTICULTURAL CHILD AND FAMILY HOPE CENTER 2021 S 19TH ST TACOMA,WA98405	NONE	PC	CONSTRUCT CHILD CARE CENTER - CORA WHITLEY FAMILY CENTER	750,000
NEIGHBORWORKS HOME SOLUTIONS 222 S 6TH STREET COUNCIL BLUFFS,IA51501	NONE	PC	CONSTRUCT HILLSIDE ESTATES TOWNHOMES PHASE II AFFORDABLE HOUSING	175,000
NORTH KANSAS CITY HOSPITAL 2800 CLAY EDWARDS DR NORTH KANSAS CITY,MO64116	NONE	PC	CT SCANNER PROJECT FOR ER DEPARTMENT	500,000
NORTHWEST FOUNDATION 800 UNIVERSITY DRIVE MARYVILLE,MO64468	NONE	PC	RENOVATE SCIENCE AND WELLNESS FACILITY	500,000
PARKINSONS EXERCISE AND WELLNESS CENTER 3665 W 95TH STREET OVERLAND PARK,KS66206	NONE	PC	RENOVATE AND EXPAND MEETING SPACE	300,000
PERIGEE FUND 1601 5TH AVE SUITE 1900 SEATTLE,WA98101	NONE	PC	MENTAL HEALTH PRACTICES FOR MATERNAL AND INFANT WELL BEING	250,000
PHILANTHROPY ROUNDTABLE 1120 20TH STREET NW STE 550 S WASHINGTON DC,DC20036	NONE	PC	2024 ANNUAL MEMBERSHIP FEE	6,000
PRESBYTERIAN CHILDREN'S HOMES & SERVICES 5920 W WILLIAM CANNON DR BLDG 3 STE 100 AUSTIN,TX78749	NONE	PC	RENOVATE ASHLEY HOUSE IN SPRINGFIELD MO	30,000
PRO DEO YOUTH CENTER 214 NE CHIPMAN RD LEES SUMMIT,MO64063	NONE	PC	CREATE NEW YOUTH CENTER AT WESLEY PLACE	350,000
PROJECT HOUSEWORKS 2316 S 24TH ST OMAHA,NE68108	NONE	PC	RENOVATE AND CONSTRUCT NEW HEADQUARTERS	200,000
RAINIER VALLEY FOOD BANK 9021 RAINIER AVE S SEATTLE,WA98118	NONE	PC	FACILITY EXPANSION	100,000
RIGHTFULLY SEWN 7501 PROSPECT AVE KANSAS CITY,MO64132	NONE	PC	RENOVATE AND BUILD-OUT TRAINING FACILITY	500,000
SAVE INC PO BOX 45301 KANSAS CITY,MO64171	NONE	PC	REPAIRS & RENOVATIONS	281,800
SEATTLE FOUNDATION 1601 5TH AVE 1900 SEATTLE,WA98101	NONE	PC	2024 DAF FUNDING	4,000,000
SEATTLE FOUNDATION 1601 5TH AVE 1900 SEATTLE,WA98101	NONE	PC	2024 PAYMENT FOR INCLUSIVE RECOVERY FUND	1,000,000
SEATTLE'S UNION GOSPEL MISSION PO BOX 202 SEATTLE,WA98111	NONE	PC	MEN'S SHELTER FIRST FLOOR RENOVATIONS	221,000
SOLID GROUND 1501 N 45TH ST SEATTLE,WA98103	NONE	PC	BROADVIEW DOMESTIC VIOLENCE HOME ROOF REPAIRS	17,000
SPECIAL OLYMPICS KANSAS 5280 FOXRIDGE DR MISSION,KS66202	NONE	PC	FOUNDATTON AND CONCRETE REFURBISHMENT	150,000
STARKEY INCORPORATED 4500 W MAPLE WICHITA,KS67209	NONE	PC	CONSTRUCT GROUP HOMES	500,000
STATE FAIR COMMUNITY COLLEGE FOUNDATION 3201 W 16TH ST SEDALIA,MO65301	NONE	PC	CONSTRUCT CENTER FOR ADVANCED AG AND TRANSPORTATION TECHNOLOGY	1,000,000
STORMONT VAIL FOUNDATION 1500 SW 10TH AVE TOPEKA,MO66604	NONE	PC	EXPAND AND REMODEL CARDIOVASCULAR	500,000
THE COFFEE OASIS 837 4TH ST BREMERTON,WA98337	NONE	PC	RENOVATE SPACE FOR TRANSITIONAL HOUSING	200,000
THE SOLUTIONS PROJECT 4096 PIEDMONT AVE 728 OAKLAND,CA94611	NONE	PC	OPERATING SUPPORT	1,000,000
UNICORN THEATRE 3828 MAIN STREET KANSAS CITY,MO64111	NONE	PC	50TH ANNIVERSARY BUILDING RENOVATIONS	125,000
UNION STATION KANSAS CITY 30 W PERSHING RD STE 400 KANSAS CITY,MO64108	NONE	PC	GRAND PLAZA FACILITY	1,000,000
UNITED WAY OF GREATER KANSAS CITY 801 W 47TH STREET KANSAS CITY,MO64112	NONE	PC	INNOVATION SHIFT PROGRAM	2,000,000
UNITED WAY OF KING COUNTY 720 2ND AVE SEATTLE,WA98104	NONE	PC	2024 COMMUNITY PROJECT SUPPORT	1,000,000
UNITED WAY OF PIERCE COUNTY 1501 PACIFIC AVE 400 TACOMA,WA98402	NONE	PC	2024 COMMUNITY PROGRAM SUPPORT	200,000
UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION 1981 CONSTANT AVENUE LAWRENCE,KS66047	NONE	PC	ECONOMIC DEVELOPMENT PROPERTY GOALS	3,872,555
UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION 1981 CONSTANT AVENUE LAWRENCE,KS66047	NONE	PC	2024 DONATION CANCER CENTER	25,000,000
UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION 1982 CONSTANT AVENUE LAWRENCE,KS66048	NONE	PC	KU CANCER CENTER CONSTRUCTION	25,000,000
UNIVERSITY OF MISSOURI KANSAS CITY - FOUNDATION 5115 OAK STREET 202 KANSAS CITY,MO64112	NONE	PC	CONSTRUCTION HEALTH BUILDING PAYMENT	10,000,000
VALLEY HOPE ASSOCIATION FOUNDATION PO BOX 510 NORTON,KS67654	NONE	PC	EXPAND AND RENOVATE ATCHISON LOCATION	500,000
VILLAGE INITIATIVE LNC 3004 N 27TH ST KANSAS CITY,KS66104	NONE	PC	RENOVATIONS TO TRANSITIONAL LIVING HOUSE	250,000
WHITE CENTER FOOD BANK 126 SW 148TH ST STE C100 SEATTLE,WA98166	NONE	PC	RENOVATE SPACE FOR EXPANSION	100,000
WYANDOT BEHAVIORAL HEALTH NETWORK 757 ARMSTRONG AVE KANSAS CITY,KS66101	NONE	PC	EXPAND DOWNTOWN BEHAVIORAL HEALTH CENTER	1,000,000
YOUNG WOMEN ON THE MOVE 3148 PARALLEL PKWY KANSAS CITY,KS66104	NONE	PC	RENOVATE SPACE FOR RESOURCE CENTER	300,000
YOUNG WOMENS CHRISTIAN ASSOCIATION OF ST JOSEPH 304 N 8TH ST ST JOSEPH,MO64501	NONE	PC	RENOVATIONS OF EMERGENCY SHELTER	100,000
YOUTH AMBASSADORS INC PO BOX 22867 KANSAS CITY,MO64113	NONE	PC	BUILDING RENOVATIONS TO EXPAND SPACE	75,000
YOUTH VOLUNTEER CORPS OF GREATER KANSAS CITY 1025 JEFFERSON STREET KANSAS CITY,MO64105	NONE	PC	CONSTRUCTION AND STEM RELATED PROJECTS	333,333
Total ................................. 3a				177,031,515

bApproved for future payment
CHILDRENS MERCY HOSPITAL 10301 HICKMAN MILLS DR KANSAS CITY,MO64137	NONE	PC	MENTAL HEALTH INITIATIVES	20,000,000
CORE INFLUENCER INSTITUTE 300 E 39TH STREET SUITE 1G KANSAS CITY,MO64111	NONE	PC	ENDING VIOLENCE CAMPAIGN	500,000
KANBE'S MARKETS 3119 TERRACE ST KANSAS CITY,MO64111	NONE	PC	EXPAND FACILITY OPERATIONS	495,000
KC PEOPLE'S FUND PO BOX 7045 KANSAS CITY,MO64113	NONE	PF	INITIAL CAPITALIZATION	25,000,000
UNITED WAY OF GREATER KANSAS CITY 801 W 47TH STREET KANSAS CITY,MO64112	NONE	PC	COMMUNITY FUND SUPPORT	4,000,000
UNIVERSITY OF KANSAS MEDICAL CENTER 1981 CONSTANT AVENUE LAWRENCE,KS66047	NONE	PC	KU CANCER CENTER CONSTRUCTION	25,000,000
YOUTH VOLUNTEER CORPS OF GREATER KANSAS CITY 1025 JEFFERSON STREET KANSAS CITY,MO64105	NONE	PC	CONSTRUCTION AND STEM RELATED PROJECTS IN YVC NETWORK	333,333
Total ................................. 3b				75,328,333

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	(e) Related or exempt function income (See instructions.)
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	23,564,348
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	44,550,444
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aSETTLEMENT/CLASS ACTION/LAWSUIT PROCEEDS			01	30
bRETURNED DONATION			01		310,000
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		68,114,822	310,000

13Total. Add line 12, columns (b), (d), and (e)..................

68,424,822

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
1	RETURNED DONATIONS

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	29,400	14,700		14,700

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Grantee's Name	Grantee's Address	Grant Date	Grant Amount	Grant Purpose	Amount Expended By Grantee	Any Diversion By Grantee?	Dates of Reports By Grantee	Date of Verification	Results of Verification
KC PEOPLE'S FUND	PO BOX 7045 KANSAS CITY,MO64113	2023-10-18	25,000,000	GENERAL OPERATIONS, SUPPORT AND INITIAL CAPITALIZATION.	1,534,200	NONE	12/31/2024	2025-05-30

- TIN:

TY 2024 ExplnOfNonFilingWithAGStmt

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Statement:

FOUNDATION IS EXEMPT FROM FILING WITH THE KANSAS ATTORNEY GENERAL UNDER THE KANSAS REGULATIONS.

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AERCAP IRELAND CAPITAL DESIGNA 3.3% 01/30/2032 USD SR	885,260	885,260
AERCAP IRELAND CAPITAL DESIGNA 3.4% 10/29/2033 USD SR	1,756,724	1,756,724
AGILENT TECHNOLOGIES INC 2.1% 06/04/2030 USD SR LIEN	1,984,038	1,984,038
AIR LEASE CORPORATION 5.85% 12/15/2027 USD SR LIEN	863,142	863,142
AMERICAN TOWER CORPORATION 1.5% 01/31/2028 USD SR LIEN	1,231,261	1,231,261
APPLE INC. 3.2% 05/11/2027 USD SR LIEN	9,765	9,765
AUTOMATIC DATA PROCESSING, INC. 1.25% 09/01/2030 USD SR LIEN	2,512,166	2,512,166
AVALONBAY COMMUNITIES, INC. MTN 3.45% 06/01/2025 SR LIEN	2,668,219	2,668,219
B.A.T. CAPITAL CORPORATION 4.7% 04/02/2027 USD SR LIEN	4,029	4,029
BANCO SANTANDER, S.A. 2.749% 12/03/2030 USD SUB LIEN	2,886,118	2,886,118
BANK OF AMERICA CORPORATION HYBRID MTN 06/19/2026 USD SR LIEN CPN 06/19/20 1	993,941	993,941
BANK OF AMERICA CORPORATION HYBRID MTN 07/23/2029 USD SR LIEN CPN 07/23/18 4	3,261,554	3,261,554
BANK OF MONTREAL HYBRID MTN 01/22/2027 USD SR LIEN CPN 01/22/21 0.949%	769,736	769,736
BOEING COMPANY (THE) 2.196% 02/04/2026 USD SR LIEN	1,837,052	1,837,052
BP CAP MARKETS AMERICA 3.41% 02/11/2026 USD SR LIEN	1,014,034	1,014,034
BP CAPITAL MARKETS AMERICA INC 3.543% 04/06/2027 USD SR LIEN	314,185	314,185
BP CAPITAL MARKETS P.L.C. 3.279% 09/19/2027 USD SR LIEN	2,428,767	2,428,767
BRISTOL-MYERS SQUIBB COMPANY 3.9% 02/20/2028 USD SER WI SR LIEN	48,660	48,660
CANADIAN IMPERIAL BANK OF COMMERCE 2.25% 01/28/2025 SR LIEN	871,602	871,602
CAPITAL ONE FINANCIAL CORPORATION HYBRID 05/10/2033 USD SR LIEN CPN 05/09/22	873,493	873,493
CHEVRON USA INC 3.85% 01/15/2028 USD SR LIEN	13,054	13,054
CITIGROUP INC. HYBRID 07/24/2028 USD SR LIEN CPN 07/24/17 3.668%	221,541	221,541
CITIGROUP INC. HYBRID 11/05/2030 USD SR LIEN CPN 11/05/19 2.976%	929,510	929,510
COMCAST CORP 3.2% 07/15/2036 USD SR LIEN	2,266,416	2,266,416
COMCAST CORP 4.25% 10/15/2030 USD SR LIEN	594,584	594,584
COMCAST CORPORATION 3.375% 08/15/2025 USD SR LIEN	43,181	43,181
COSTCO WHOLESALE CORP 1.75% 04/20/2032 USD SR LIEN	1,293,883	1,293,883
CROWN CASTLE INTL CORP 1.35% 07/15/2025 SR LIEN	1,702,687	1,702,687
CVS HEALTH CORPORATION 3.625% 04/01/2027 USD SR LIEN	714,035	714,035
DISCOVER BANK HYBRID 08/09/2028 USD SER BKNT SUB LIEN CPN 08/09/18 5.974%	1,553,494	1,553,494
DTE ELECTRIC COMPANY 2.625% 03/01/2031 USD SER C SR LIEN	1,581,297	1,581,297
DUKE ENERGY PROGRESS, LLC 2.0% 08/15/2031 USD SR LIEN	2,463,287	2,463,287
EATON VANCE INCOME FUND OF BOSTON I	28,645,470	28,645,470
EOG RESOURCES, INC. 3.9% 04/01/2035 USD SR LIEN	1,223,007	1,223,007
ESTEE LAUDER CO INC 2.375% 12/01/2029 USD SR LIEN	1,834,230	1,834,230
FEDERAL HOME LOAN BANK SYSTEM 3.0% 09/11/2026 SER 0000 SR LIEN	8,251,275	8,251,275
FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND INSTITUTIONAL SHARES	28,621,993	28,621,993
FHLB 3.25% 11/16/2028	2,988,848	2,988,848
GENERAL MOTORS CO 4.2% 10/01/2027 USD SR LIEN	201,258	201,258
GILEAD SCIENCES INC. 4.6% 09/01/2035 USD SR LIEN	2,286,774	2,286,774
GS FS GOVERNMENT MM FUND MUTUAL FUND	3,797,139	3,797,139
HORMEL FOODS CORP 1.7% 06/03/2028 USD SR LIEN	460,991	460,991
HSBC HOLDINGS PLC HYBRID 06/19/2029 USD SR LIEN CPN 06/19/18 4.583%	2,026,091	2,026,091
ING GROEP N.V. 4.05% 04/09/2029 USD SR LIEN	969,535	969,535
JOHNSON & JOHNSON 4.375% 12/05/2033 USD SR LIEN	4,305,035	4,305,035
JPMORGAN CHASE & CO. HYBRID 02/01/2028 USD SR LIEN CPN 02/01/17 3.782%	408,792	408,792
JPMORGAN CHASE & CO. HYBRID 10/15/2030 USD SR LIEN CPN 09/12/19 2.739%	3,795,776	3,795,776
KROGER CO 4.5% 01/15/2029 USD SR LIEN	2,418,048	2,418,048
LOCKHEED MARTIN CORPORATION 3.6% 03/01/2035 USD SR LIEN	1,454,748	1,454,748
LOCKHEED MARTIN CORPORATION 3.9% 06/15/2032 USD SR LIEN	1,418,681	1,418,681
MICROSOFT CORPORATION 2.4% 08/08/2026 USD SR LIEN	2,937	2,937
MICROSOFT CORPORATION 3.5% 02/12/2035 USD SR LIEN	2,101,168	2,101,168
MIDAMERICAN ENERGY CO 3.65% 04/15/2029 USD SR LIEN	28,839	28,839
MITSUBISHI UFJ FINANCIAL GROUP, INC. 3.961% 03/02/2028 USD SR LIEN	92,911	92,911
MITSUBISHI UFJ FINANCIAL GROUP, INC. HYBRID 10/13/2027 USD SR LIEN CPN 10/13	1,292,179	1,292,179
MIZUHO FINANCIAL GROUP, INC. HYBRID 05/25/2026 USD SR LIEN CPN 02/25/20 2.22	664,142	664,142
MIZUHO FINANCIAL GROUP, INC. HYBRID 05/25/2031 USD SR LIEN CPN 02/25/20 2.59	2,368,190	2,368,190
MORGAN STANLEY HYBRID MTN 01/24/2029 USD SR LIEN CPN 01/23/18 3.772%	2,848,149	2,848,149
MORGAN STANLEY MTN 4.35% 09/08/2026 USD SER F SUB LIEN	1,369,933	1,369,933
MPLX LP 4.875% 06/01/2025 SER WI SR LIEN	1,367,610	1,367,610
NEVADA POWER CO 3.7% 05/01/2029 USD SER CC SR LIEN	1,448,967	1,448,967
NORFOLK SOUTHERN CORP 3.65% 08/01/2025 SR LIEN	1,513,138	1,513,138
NORTHROP GRUMMAN CORPORATION 2.93% 01/15/2025 SR LIEN	405,080	405,080
NXP B.V. 4.4% 06/01/2027 USD SR LIEN NXP FUNDING LLC / NXP USA INC	352,833	352,833
PAYPAL HOLDINGS, INC. 2.85% 10/01/2029 USD SR LIEN	3,725,636	3,725,636
PNC FINANCIAL SERVICES GROUP, INC., THE 2.55% 01/22/2030 USD SR LIEN	1,222,888	1,222,888
PUBLIC STORAGE 3.385% 05/01/2029 USD SR LIEN	949,092	949,092
RALPH LAUREN CORP 2.95% 06/15/2030 USD SR LIEN	5,163,806	5,163,806
ROYAL BANK OF CANADA MTN 4.65% 01/27/2026 USD SUB LIEN	613,150	613,150
ROYAL BANK OF SCOTLAND GROUP PUBLIC LIMITED COMPANY (THE) HYBRID 05/18/2029	303,743	303,743
SHELL FINANCE US INC. 4.125% 05/11/2035 USD SER * SR LIEN	836,563	836,563
SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN	1,631,089	1,631,089
SOUTHERN POWER COMPANY 4.15% 12/01/2025 USD SR LIEN	1,572,918	1,572,918
STARBUCKS CORP 3.8% 08/15/2025 USD SR LIEN	60,558	60,558
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1.474% 07/08/2025 SR LIEN	866,550	866,550
SUMITOMO MITSUI FINANCIAL GROUP, INC. 2.348% 01/15/2025 SR LIEN	818,049	818,049
TARGET CORP 2.5% 04/15/2026 USD SR LIEN	4,905	4,905
TOTAL SYSTEM SERVICES IN 4.8% 04/01/2026 USD SR LIEN	1,179,224	1,179,224
TRUIST BANK 2.25% 03/11/2030 USD SER BKNT SUB LIEN	865,495	865,495
U.S. TREASURY NOTE 0.375000% 01/31/2026 JJ ON THE RUN	856,498	856,498
U.S. TREASURY NOTE 0.500000% 05/31/2027 MN ON THE RUN	1,666,555	1,666,555
U.S. TREASURY NOTE 0.625000% 08/15/2030 FA OFF THE RUN	1,584,731	1,584,731
U.S. TREASURY NOTE 1.250000% 08/15/2031 FA OFF THE RUN	1,248,519	1,248,519
U.S. TREASURY NOTE 1.375000% 11/15/2031 MN OFF THE RUN	7,549,731	7,549,731
U.S. TREASURY NOTE 1.625000% 08/15/2029 FA OFF THE RUN	263,601	263,601
U.S. TREASURY NOTE 1.750000% 11/15/2029 MN OFF THE RUN	5,710,457	5,710,457
U.S. TREASURY NOTE 1.750000% 12/31/2026 JD ON THE RUN	14,062,885	14,062,885
U.S. TREASURY NOTE 1.875000% 02/15/2032 FA OFF THE RUN	288,371	288,371
U.S. TREASURY NOTE 1.875000% 07/31/2026 JJ ON THE RUN	1,561,939	1,561,939
U.S. TREASURY NOTE 2.250000% 11/15/2027 MN OFF THE RUN	9,543,488	9,543,488
U.S. TREASURY NOTE 2.375000% 05/15/2029 MN OFF THE RUN	1,109,560	1,109,560
U.S. TREASURY NOTE 2.500000% 02/28/2026 FA ON THE RUN	4,226,719	4,226,719
U.S. TREASURY NOTE 2.750000% 02/15/2028 FA OFF THE RUN	1,521,041	1,521,041
U.S. TREASURY NOTE 2.875000% 05/15/2028 MN OFF THE RUN	826,402	826,402
U.S. TREASURY NOTE 3.125000% 11/15/2028 MN OFF THE RUN	10,063,315	10,063,315
U.S. TREASURY NOTE 3.500000% 02/15/2033 FA OFF THE RUN	12,249,593	12,249,593
U.S. TREASURY NOTE 5.000000% 09/30/2025 MS ON THE RUN	8,353,271	8,353,271
UNION PACIFIC CORPORATION 2.891% 04/06/2036 USD SER WI SR LIEN	1,118,997	1,118,997
UNITED TECHNOLOGIES CORP 3.95% 08/16/2025 USD SR LIEN	1,514,284	1,514,284
UNITEDHEALTH GROUP INCORPORATED 2.3% 05/15/2031 USD SR LIEN	4,108,997	4,108,997
WELLS FARGO & COMPANY MTN 4.15% 01/24/2029 USD SR LIEN	5,516,279	5,516,279

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABERCROMBIE & FITCH CO. CLASS A COMMON STOCK	38,862	38,862
ACADEMY SPORTS & OUTDOORS INC	31,414	31,414
ADDUS HOMECARE CORPORATION	37,104	37,104
ADEIA INC.	49,979	49,979
ADOBE INC	60,476	60,476
ADTALEM GLOBAL EDUCATION INC	40,247	40,247
AERCAP HOLDINGS NV ORD	454,288	454,288
AGILENT TECHNOLOGIES, INC.	163,928	163,928
AGNC INVESTMENT CORP	186,255	186,255
AIRBNB, INC. CLASS A	297,249	297,249
ALCOA CORPORATION	251,010	251,010
ALCON INC	47,708	47,708
ALLISON TRANSMISSION HLDG INC.	23,341	23,341
ALPHABET INC. CLASS A	1,158,705	1,158,705
ALPHABET INC. CLASS C	703,485	703,485
AMAZON.COM INC	2,962,204	2,962,204
AMERICAN TOWER CORPORATION	52,822	52,822
AMERICAN WATER WORKS CO, INC.	38,716	38,716
AMPHASTAR PHARMACEUTICALS, INC.	19,456	19,456
AON PUBLIC LIMITED COMPANY	568,550	568,550
APPLIED INDUSTRIAL TECHNOLOGY INC	74,475	74,475
ARCHROCK, INC.	35,493	35,493
ARES MANAGEMENT CORPORATION CLASS A	318,477	318,477
ARROW ELECTRONICS INC.	33,031	33,031
ARTHUR J GALLAGHER & CO	386,036	386,036
ASHLAND GLOBAL HOLDINGS INC.	21,081	21,081
ASML HLDG NV	60,298	60,298
ASSURED GUARANTY LTD.	93,880	93,880
ASTRAZENECA PLC	63,620	63,620
ATMUS FILTRATION TECHNOLOGIES INC.	32,794	32,794
AUTODESK INC	46,109	46,109
AVNET INC.	70,789	70,789
AXCELIS TECHNOLOGIES, INC.	29,415	29,415
AXIS CAPITAL HOLDINGS LIMITED	97,966	97,966
AXOS FINANCIAL INC	33,249	33,249
AZEK COMPANY INC. (THE)	15,713	15,713
AZZ INC.	33,341	33,341
BALDWIN INSURANCE GROUP INC/TH CLASS A	33,566	33,566
BALL CORP	27,786	27,786
BAYER AG-SPONSORED ADR SPONSORED ADR	225,830	225,830
BEACON ROOFING SUPPLY, INC.	109,706	109,706
BEAZER HOMES USA, INC.	44,430	44,430
BECTON, DICKINSON AND COMPANY	244,112	244,112
BELDEN INC	46,748	46,748
BENCHMARK ELECTRONICS INC	28,755	28,755
BERKSHIRE HATHAWAY INC. CLASS B	137,797	137,797
BGC GROUP, INC.	69,970	69,970
BIO-TECHNE CORPORATION	92,487	92,487
BLACKLINE, INC.	45,023	45,023
BLACKROCK ADVANTAGE SMALL CAP CORE FUND INSTITUTIONAL	5,720,026	5,720,026
BLUE OWL CAPITAL CORP MUTUAL FUND	34,961	34,961
BLUEPRINT MEDICINES CORP	43,697	43,697
BOYD GAMING CORPORATION	42,753	42,753
BRADY CORP CLASS-A CLASS A	36,925	36,925
BRIGHT HORIZONS FAMILY SOL INC	239,769	239,769
BRINK'S COMPANY (THE)	66,609	66,609
BRUKER CORPORATION	113,547	113,547
BYLINE BANCORP, INC.	35,235	35,235
CACTUS, INC. CLASS A	57,718	57,718
CADENCE BANK	27,829	27,829
CADENCE DESIGN SYSTEMS INC	339,520	339,520
CALERES, INC	11	11
CAPITAL ONE FINANCIAL CORP	361,276	361,276
CARRIER GLOBAL CORPORATION	114,940	114,940
CARS.COM INC.	50,569	50,569
CASELLA WASTE SYSTEMS INC CLASS A	112,159	112,159
CASEY'S GENERAL STORES,INC	142,247	142,247
CATALYST PHARMACEUTICAL INC.	30,992	30,992
CCC INTELLIGENT SOLUTIONS HOLDINGS INC	156,314	156,314
CHAMPIONX CORPORATION	168,959	168,959
CHARTER COMMUNICATIONS, INC.	157,331	157,331
CHIPOTLE MEXICAN GRILL, INC.	310,605	310,605
CLEAR SECURE, INC.	43,503	43,503
COCA-COLA CONSOLIDATED INC	124,739	124,739
COGENT COMMUNICATIONS HLDGS	118,225	118,225
COLUMBIA BANKING SYSTEM, INC.	40,650	40,650
COMCAST CORPORATION CLASS A VOTING	461,019	461,019
COMFORT SYSTEMS USA INC COMMON STOCK	382,926	382,926
COMMERCIAL METALS CO	21,725	21,725
CONCENTRIX CORPORATION	28,342	28,342
CONOCOPHILLIPS	727,114	727,114
CORTEVA, INC.	399,119	399,119
COUSINS PROPERTIES INCORPORATED	38,545	38,545
CURTISS-WRIGHT CORP	98,299	98,299
CYTOKINETICS, INC.	49,204	49,204
DANAHER CORPORATION	683,025	683,025
DATADOG, INC. CLASS A	187,329	187,329
DIGITALBRIDGE GROUP, INC.	39,086	39,086
DIME COMMUNITY BANCSHARES INC	30,735	30,735
DISCOVER FINANCIAL SERVICES	118,489	118,489
DOORDASH INC CLASS A	403,103	403,103
DYNATRACE HOLDINGS LLC	458,062	458,062
EAST WEST BANCORP	33,037	33,037
EASTGROUP PROPERTIES INC	68,479	68,479
EATON CORP PLC	412,182	412,182
ECOLAB INC.	231,094	231,094
ECOVYST INC.	23,157	23,157
ELDORADO GOLD CORPORATION	34,528	34,528
ELEMENT SOLUTIONS INC	28,456	28,456
ELEVANCE HEALTH INC	220,971	220,971
EMPLOYERS HOLDINGS, INC.	24,488	24,488
ENACT HOLDINGS, INC.	37,237	37,237
ENCOMPASS HEALTH CORPORATION	123,749	123,749
ENERSYS	66,457	66,457
ENPRO INC	67,256	67,256
ENTEGRIS, INC.	91,333	91,333
ESSENT GROUP LTD.	72,351	72,351
ESTABLISHMENT LABS HOLDINGS INC	107,205	107,205
EVOLENT HEALTH, INC. CLASS A	31,950	31,950
EXPAND ENERGY CORP	326,723	326,723
FEDERAL AGRICULTURAL MORTGAGE CORP CL-C	111,868	111,868
FIRST ADVANTAGE CORPORATION	49,541	49,541
FIRST AMERICAN FIN CORP	47,267	47,267
FIRST INDUSTRIAL REALTY TRUST, INC.	22,675	22,675
FIRST SOLAR INC	31,723	31,723
FIRST WATCH RESTAURANT GROUP, INC.	19,261	19,261
FIRSTCASH HLDGS INC	72,624	72,624
FLUOR CORPORATION	131,093	131,093
FORTIVE CORPORATION	144,375	144,375
FRONTDOOR, INC.	84,793	84,793
FTI CONSULTING, INC.	90,404	90,404
GE AEROSPACE	194,135	194,135
GE VERNOVA LLC	262,356	262,356
GOLDMAN SACHS BANK USA DEPOSIT (BDA)	159,903	159,903
GOLUB CAPITAL BDC, INC. MUTUAL FUND	27,197	27,197
GRAND CANYON EDUCATION, INC.	73,055	73,055
GRANITE CONSTRUCTION INC.	63,333	63,333
GRIFFON CORPORATION	56,517	56,517
GROUP 1 AUTOMOTIVE, INC.	51,421	51,421
GUIDEWIRE SOFTWARE INC	67,095	67,095
H.B. FULLER COMPANY	92,043	92,043
HA SUSTAINABLE INFRASTRU	27,206	27,206
HACKETT GROUP, INC. (THE)	26,390	26,390
HAEMONETICS CORPORATION	52,782	52,782
HALOZYME THERAPEUTICS, INC.	23,809	23,809
HANCOCK WHITNEY CORP	53,571	53,571
HEALTHEQUITY, INC.	182,593	182,593
HERITAGE COMMERCE CORP	16,593	16,593
HILTON WORLDWIDE HOLDINGS INC.	247,654	247,654
HOME BANCSHARES, INC.	29,545	29,545
HOULIHAN LOKEY, INC.	35,427	35,427
HUMANA INC.	325,882	325,882
HURON CONSULTING GROUP INC.	32,556	32,556
IDEX CORPORATION COMMON STOCK	55,043	55,043
INARI MEDICAL INC	81,323	81,323
INFINERA CORPORATION	74,451	74,451
INSMED INC	43,357	43,357
INSTALLED BLDG PRODS INC	17,700	17,700
INTERCONTINENTAL EXCHANGE INC	536,138	536,138
INTERDIGITAL INC	151,102	151,102
INTUIT INC	922,638	922,638
INTUITIVE SURGICAL, INC.	204,608	204,608
ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS G	40,369,654	40,369,654
ISHARES S&P 500 INDEX FUND CLASS G	192,904,908	192,904,908
JANUS INTERNATIONAL GROUP, INC.	29,753	29,753
JPMORGAN CHASE & CO	476,064	476,064
KADANT INCORPORATED	50,714	50,714
KBC GROUP NV	23,103	23,103
KELLY SERVICES INC(CL-A) CLASS A	34,223	34,223
KEMPER CORPORATION	35,811	35,811
KINDERCARE LEARNING COMPANIES INC	56,782	56,782
KKR & CO. INC.	581,730	581,730
KLA CORP	233,775	233,775
KNIFE RIVER CORPORATION	26,731	26,731
KOSMOS ENERGY LTD.	162,932	162,932
LANTHEUS HOLDINGS, INC.	44,283	44,283
LATTICE SEMICONDUCTOR CORP	50,192	50,192
LAUREATE EDUCATION, INC. CLASS A	71,916	71,916
LIBERTY BROADBAND CORPORATION CLASS C	210,674	210,674
LIBERTY MEDIA CORP-LIBERTY LIVE	17,239	17,239
LIFESTANCE HEALTH GROUP, INC.	41,147	41,147
LINDE PLC	39,774	39,774
LITTELFUSE, INC.	73,758	73,758
LIVERAMP HOLDINGS, INC.	34,257	34,257
LONDON STOCK EXCHANGE GROUP PLC ADR	291,533	291,533
LULULEMON ATHLETICA INC	36,711	36,711
MAGNITE, INC.	87,671	87,671
MARVELL TECHNOLOGY, INC.	558,104	558,104
MASTERCARD INC	96,362	96,362
MATSON, INC.	31,283	31,283
MCCORMICK & CO INC	51,005	51,005
MERCADOLIBRE INC	28,907	28,907
MERCHANTS BANCORP	21,205	21,205
MERITAGE HOMES CORPORATION	40,916	40,916
META PLATFORMS INC-CLASS A	1,154,079	1,154,079
METHANEX CORPORATION	56,632	56,632
MICROSOFT CORPORATION	2,400,864	2,400,864
MIRION TECHNOLOGIES INC	61,860	61,860
MISTER CAR WASH, INC.	88,887	88,887
MONOLITHIC POWER SYSTEMS, INC.	770,835	770,835
MSA SAFETY INC	71,613	71,613
MSCI INC	283,205	283,205
MUELLER WATER PRODUCTS, INC. SERIES A	49,613	49,613
MULTI-MANAGER INTERNATIONAL EQUITY FUND P	40,195,473	40,195,473
NEOGENOMICS, INC.	93,145	93,145
NEUROCRINE BIOSCIENCES, INC.	124,488	124,488
NEW BIOHAVEN	32,569	32,569
NEXSTAR MEDIA GROUP INC	58,923	58,923
NEXTRACKER INC	21,407	21,407
NIKE INC	36,776	36,776
NOMAD FOODS LTD	35,204	35,204
NORTHEAST BANCORP, INC	32,564	32,564
NPK INTERNATIONAL INC	25,196	25,196
NVIDIA CORPORATION	2,105,130	2,105,130
OCCIDENTAL PETROLEUM CORP	322	322
OCEANEERING INTERNATIONAL, INC.	85,229	85,229
OCEANFIRST FINANCIAL CORP	21,376	21,376
OLAPLEX HOLDINGS, INC.	20,215	20,215
OLD NATIONAL BANCORP	50,356	50,356
ON SEMICONDUCTOR CORPORATION	241,734	241,734
O'REILLY AUTOMOTIVE, INC.	410,287	410,287
ORION SA	24,012	24,012
ORMAT TECHNOLOGIES INC	27,901	27,901
ORTHOPEDIATRICS CORP	25,498	25,498
OSI SYSTEMS, INC.	73,837	73,837
PALO ALTO NETWORKS INC	81,518	81,518
PEAPACK GLADSTONE FINANCIAL CORP	32,499	32,499
PEDIATRIX MEDICAL GROUP INC	28,785	28,785
PENNYMAC FINANCIAL SERVICS INC	60,671	60,671
PERDOCEO EDUCATION CORPORATION	58,340	58,340
PHOTRONICS, INC.	30,557	30,557
PHREESIA INC	127,737	127,737
PNC FINANCIAL SERVICES GROUP	41,656	41,656
POWER INTEGRATIONS, INC.	47,509	47,509
PREFERRED BANK	56,838	56,838
PRICESMART, INC.	45,808	45,808
PRIMORIS SERVICES CORPORATION	68,985	68,985
PROLOGIS INC	35,938	35,938
PROS HOLDINGS, INC.	52,353	52,353
PROSPERITY BANCSHARES, INC.	175,019	175,019
PROSUS NV SPONSORED ADR	431,425	431,425
QUAKER HOUGHTON	22,099	22,099
REDWOOD TRUST INC	33,283	33,283
RENTOKIL INITIAL PLC ADR + SPONSORED ADR	87,126	87,126
RESIDEO TECHNOLOGIES INC.	26,669	26,669
ROCHE HLDG LTD	55,247	55,247
ROGERS CORP	16,258	16,258
SAFRAN SA SPONSORED ADR	241,756	241,756
SAIA, INC.	463,933	463,933
SAP SE (SPON ADR)	470,754	470,754
SELECT WATER SOLUTIONS INC	37,694	37,694
SENSATA TECHNOLOGIES HOLDING PLC	38,059	38,059
SERVICENOW INC	1,160,832	1,160,832
SHELL PLC SPONSORED ADR	461,543	461,543
SHERWIN-WILLIAMS CO	231,492	231,492
SHIFT4 PAYMENTS, INC.	17,124	17,124
SHOPIFY INC	65,074	65,074
SI-BONE, INC.	48,551	48,551
SIEMENS A G	35,578	35,578
SIMPLY GOOD FOODS COMPANY(THE)	56,755	56,755
SIMPSON MANUFACTURING CO INC	27,859	27,859
SITEONE LANDSCAPE SUPPLY, INC.	56,266	56,266
SITIME CORP	104,262	104,262
SIX FLAGS ENTERTAINMENT CORPORATION	36,962	36,962
SLM CORPORATION	166,500	166,500
SOUTHSTATE CORP	28,750	28,750
SPX TECHNOLOGIES INC	44,093	44,093
STAGWELL INC	25,833	25,833
STANDARDAERO INC	90,523	90,523
STARBUCKS CORP	32,941	32,941
STATE STREET EMERGING MARKETS EQUITY INDEX FUND K CLASS	9,151,820	9,151,820
STERLING INFRASTRUCTURE INC	30,995	30,995
STEVEN MADDEN LTD	52,342	52,342
STONEX GROUP INC.	49,083	49,083
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS	1,121,389	1,121,389
TAKE TWO INTERACTIVE SOFTWARE INC	99,219	99,219
TANDEM DIABETES CARE, INC.	32,490	32,490
TAYLOR MORRISON HOME CORP.	42,541	42,541
TEGNA INC.	57,150	57,150
THE PROGRESSIVE CORPORATION	457,415	457,415
THERMO FISHER SCIENTIFIC INC	278,505	278,505
TOPBUILD CORP.	244,091	244,091
TRADE DESK, INC. (THE)	83,564	83,564
TRAVELERS COMPANIES INC	57,332	57,332
U S DOLLAR	535	535
UBER TECHNOLOGIES, INC.	295,327	295,327
ULTRA CLEAN HOLDINGS, INC.	48,928	48,928
UNILEVER PLC	70,592	70,592
UNION PACIFIC CORP.	41,047	41,047
UNITEDHEALTH GROUP INCORPORATED	463,368	463,368
UNIVERSAL CORPORATION	29,230	29,230
UTZ BRANDS INC	27,496	27,496
VALMONT INDUSTRIES INC	197,267	197,267
VAXCYTE INC	42,403	42,403
VERALTO CORPORATION	236,649	236,649
VERINT SYSTEMS INC.	30,277	30,277
VERISK ANALYTICS, INC.	305,177	305,177
VIPER ENERGY INC	98,729	98,729
VISA INC. CLASS A	823,600	823,600
VITAL FARMS INC	19,636	19,636
VOYA FINANCIAL INC	52,930	52,930
WABTEC	33,178	33,178
WALT DISNEY COMPANY (THE)	574,573	574,573
WASTE CONNECTIONS, INC.	227,000	227,000
WEATHERFORD INTERNATIONAL PUBLIC LIMITED COMPANY	41,545	41,545
WELLS FARGO & COMPANY	271,197	271,197
WEST PHARMACEUTICAL SERVICES INC	311,837	311,837
WEX INC.	52,070	52,070
WHITE MOUNTAINS INSURANCE GROUP, LTD.	73,912	73,912
WILLSCOT HOLDINGS CORP	12,878	12,878
WINTRUST FINANCIAL CORPORATION	86,798	86,798
WOODWARD INC	334,171	334,171
WORKDAY, INC. CLASS A	846,854	846,854
WORKIVA INC.	35,150	35,150
WORLD KINECT CORP	52,924	52,924
XYLEM INC.	31,789	31,789
ZIONS BANCORP	42,695	42,695
ZOETIS INC. CLASS A	474,289	474,289
ZURN ELKAY WATER SOLUTIONS CORP	69,826	69,826

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
E&F PRIVATE EQUITY MANAGERS (2022) OFFSHORE LP	FMV	7,009,332	7,009,332
GOLDMAN SACHS REAL ESTATE INCOME TRUST	FMV	24,310,003	24,310,003
GS TACTICAL TILT OVERLAY FUND CLASS P	FMV	33,574,692	33,574,692
IMPRINT THEMATIC OPPORTUNITIES	FMV	2,779,112	2,779,112
PRIVATE CREDIT MANAGERS II OFFSHORE LP	FMV	6,880,730	6,880,730
PRIVATE CREDIT MANAGERS III OFFSHORE LP	FMV	11,516,381	11,516,381
PRIVATE CREDIT MANAGERS IV OFFSHORE LP	FMV	13,781,481	13,781,481
PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP	FMV	25,702,932	25,702,932
PRIVATE EQUITY MANAGERS (2019) OFFSHORE SCSP	FMV	27,653,919	27,653,919
PRIVATE EQUITY MANAGERS (2020) OFFSHORE LP	FMV	19,021,517	19,021,517
PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP	FMV	15,683,245	15,683,245
U.S. REAL PROPERTY INCOME FUND, L.P.	FMV	9,782,850	9,782,850
VINTAGE VIII OFFSHORE SCSP	FMV	41,738,141	41,738,141
WEST STREET STRATEGIC SOLUTIONS OFFSHORE FEEDER FUND I, LLC	FMV	3,612,730	3,612,730

- TIN:

TY 2024 LegalFeesSchedule

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	92,821	46,411		46,411

- TIN:

TY 2024 OtherAssetsSchedule

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
LYKINS NEIGHBORHOOD TRUST	1,000,000	1,000,000	1,000,000
EQUITY2 IMPACT FUND	1,000,000	1,000,000	1,000,000
ALTCAP	500,000	500,000	500,000

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
GENERAL EXPENSES	14,904	5,216		9,688

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
LYKINS NT HOLDINGS		-68,440
OTHER INVESTMENT INCOME		107,433
SETTLEMENT/CLASS ACTION/LAWSUIT PROCEEDS	30	30	30
RETURNED DONATION	310,000		310,000

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Description	Amount
UNREALIZED GAIN/LOSS	21,609,294

- TIN:

TY 2024 OtherLiabilitiesSchedule

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Description	Beginning of Year - Book Value	End of Year - Book Value
E&F PRIVATE EQUITY MANAGERS (2020) OFFSHORE	347,474	0

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MANAGEMENT FEES	1,489,724	1,520,749		0

- TIN:

TY 2024 TaxesSchedule

Name:

THE SUNDERLAND FOUNDATION

EIN:

44-6011082

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
PAYROLL TAXES	24,111	9,644	14,467
FOREIGN TAXES PAID	0	123,217	0
EXCISE TAXES	895,000	0	0