Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE FRANCIS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)800 W 47TH ST 717
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64112
A Employer identification number

43-1492132
B Telephone number (see instructions)

(816) 531-0077
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$127,279,010J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 215,232 215,232  
4 Dividends and interest from securities... 1,945,533 1,945,533  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,204,712
b Gross sales price for all assets on line 6a 12,569,787
7 Capital gain net income (from Part IV, line 2)... 1,204,712
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,111,691 1,803,996  
12 Total. Add lines 1 through 11........ 4,477,168 5,169,473  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 199,635 49,909   149,726
15 Pension plans, employee benefits....... 51,694 12,924   38,770
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,413 0   8,413
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,472 13,949   41,848
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
456,529 445,464   11,065
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
98,710 38,710   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 66,092 0   66,092
21 Travel, conferences, and meetings....... 82,222 0   82,222
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
318,351 0   318,351
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,341,118 560,956   716,487
25 Contributions, gifts, grants paid....... 4,781,502 4,781,502
26 Total expenses and disbursements. Add lines 24 and 25 6,122,620 560,956   5,497,989
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,645,452
b Net investment income (if negative, enter -0-) 4,608,517
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......... 4,078,641 5,483,007 5,483,007
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)....... 33,660,173 Click to see attachment
List of Attached Documents:
// Content
35,105,575 		56,549,262
c Investments—corporate bonds (attach schedule)....... 702,301 Click to see attachment
List of Attached Documents:
// Content
702,301 		194,349
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).......... 56,310,331 Click to see attachment
List of Attached Documents:
// Content
51,842,214 		65,052,392
14 Land, buildings, and equipment: basis right arrow174,226
Less: accumulated depreciation (attach schedule) right arrow174,226      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 94,751,446 93,133,097 127,279,010
Liabilities 17 Accounts payable and accrued expenses.......... 468 468
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)......... 468 468
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 94,750,978 93,132,629
29 Total net assets or fund balances (see instructions)..... 94,750,978 93,132,629
30 Total liabilities and net assets/fund balances (see instructions). 94,751,446 93,133,097
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
94,750,978
2
Enter amount from Part I, line 27a .....................
2
-1,645,452
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
27,103
4
Add lines 1, 2, and 3 ..........................
4
93,132,629
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
93,132,629
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 PUBLICLY TRADED SECURITIES      
b AUDAX DIRECT LENDING SOLUTIONS FUND II-A LP P    
c IR&M CORE BOND FUND II, LLC P    
d MERCER HEDGE FUND SERIES B P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,069,770   8,814,650 255,120
b 17     17
c 2,500,000   2,038,983 461,017
d 1,000,000   511,442 488,558
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       255,120
b       17
c       461,017
d       488,558
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,204,712
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 64,058
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 64,058
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 64,058
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 61,583
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 91,583
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 10
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 27,515
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow27,515 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowWWW.FRANCISFOUNDATION.ORG
14
The books are in care ofright arrowLIANA RIESINGER Telephone no.right arrow (816) 531-0077

Located atright arrow800 W 47TH ST 717KANSAS CITYMO ZIP+4right arrow64112
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
DAVID V FRANCIS BOARD MEMBER / CHAIR
1.00 		0 0 0
800 W 47TH ST
KANSAS CITY,MO64112
J SCOTT FRANCIS BOARD MEMBER / VICE CHAIR
1.00 		0 0 0
800 W 47TH ST
KANSAS CITY,MO64112
ANN F BARHOUM BOARD MEMBER
1.00 		0 0 0
800 W 47TH ST
KANSAS CITY,MO64112
JAMES BERNARD JR ASSISTANT SECRETARY (NON-VOTING)
1.00 		0 0 0
800 W 47TH ST
KANSAS CITY,MO64112
J MICHAEL SIGLER TREASURER (NON-VOTING)
1.00 		0 0 0
800 W 47TH ST
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
LIANA RIESINGER SR PROGRAM OFFICER /
32.00 		121,060 35,569 0
800 W 47TH ST
KANSAS CITY,MO64112
SHARI HOCKENBERRY GRANTS PROGRAM MANAG
32.00 		70,750 9,399 0
800 W 47TH ST
KANSAS CITY,MO64112
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
MIDWEST INSTITUTIONAL TRUST SERVICES INVESTMENT MANAGEMENT 212,792
10700 RESEARCH DR STE 205
WAUWATOSA,WI532263460
MERCER INVESTMENTS INVESTMENT MANAGEMENT 111,245
800 MARKET ST STE 1800
ST LOUIS,MO63101
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
70,169,898
b
Average of monthly cash balances.......................
1b
3,609,482
c
Fair market value of all other assets (see instructions)................
1c
54,965,252
d
Total (add lines 1a, b, and c).........................
1d
128,744,632
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
128,744,632
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,931,169
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
126,813,463
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,340,673
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
6,340,673
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
64,058
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
64,058
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,276,615
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,276,615
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
6,276,615
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
5,497,989
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
5,497,989
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 6,276,615
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 822,753
c From 2021......  
d From 2022...... 554,656
e From 2023......  
f Total of lines 3a through e ........ 1,377,409
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,497,989
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..... 5,497,989
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 778,626 778,626
(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 5 598,783
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		598,783
10 Analysis of line 9:
a Excess from 2020.... 44,127
b Excess from 2021....  
c Excess from 2022.... 554,656
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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:
ASHLEY ERNST GRANTS ADMINISTRATOR
TULANE UNIVERSITY SCHOOL OF
MEDICINE 1430 TULANE AVE 5063
NEW ORLEANS,LA70112
(504) 988-5159
PBF@FRANCISFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
ALL FELLOWSHIP APPLICATIONS MUST BE MADE VIA A LINK PROVIDED AT WWW.FRANCISFELLOWSHIPS.ORG AND SHOULD INCLUDE: (A) GENERAL DESCRIPTION OF THE CURRENT RESEARCH ACTIVITIES IN THE PULMONARY UNIT; (B) SUMMARY OF PAST TRAINING RECORD OF THE UNIT; (C) BIOGRAPHICAL SKETCH OF THE CANDIDATE FELLOW; (D) OUTLINE OF THE RESEARCH PROJECT TO BE UNDERTAKEN; (E) ENDORSEMENT OF THE APPLICATION BY THE APPROPRIATE DEPARTMENT HEAD AND BY AN AUTHORIZED OFFICIAL OF THE INSTITUTION AGREEING TO ADMINISTER THE GRANT.
cAny submission deadlines:
INQUIRE WITH CONTACT
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FELLOWSHIPS ARE AWARDED IN THE FIELD OF PULMONARY MEDICINE. THE DIRECTOR OF ANY PULMONARY TRAINING PROGRAM MAY APPLY ON BEHALF OF THE FELLOW. AWARDS ARE LIMITED TO INSTITUTIONS LOCATED IN THE UNITED STATES AND CANADA. A DEPARTMENT MAY SUBMIT NO MORE THAN TWO (2) APPLICATIONS ANNUALLY. DETAILED ELIGIBILITY AND EVALUATION CRITERIA CAN BE FOUND ON THE FOUNDATION'S WEBSITE AT: WWW.FRANCISFELLOWSHIPS.ORG/ELIGIBILITY-EVALUATION-CRITERIA
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LIANA RIESINGER SENIOR PROGRAM OFFI
800 W 47TH ST STE 717
KANSAS CITY,MO64112
(816) 531-0077
LIANA@FRANCISFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
ALL GRANT APPLICATIONS MUST BE MADE VIA A LINK PROVIDED THROUGH THE FOUNDATION'S WEBSITE AT WWW.FRANCISFOUNDATION.ORG.
cAny submission deadlines:
INQUIRE WITH CONTACT
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TO BE ELIGIBLE FOR A SMALL ARTS GRANT, AN ORGANIZATION SHOULD BE: (1) LOCATED WITHIN THE GREATER KANSAS CITY AREA (60-MILE RADIUS), (2) A TAX-EXEMPT 501(C)(3) PUBLIC CHARITY WITH A FEDERAL EIN, OR PARTNER WITH ANOTHER ORGANIZATION THAT CAN SERVE AS A FISCAL SPONSOR, AND (3) AN ARTS ORGANIZATION WITH ANNUAL REVENUES OF LESS THAN $300,000 LAST FISCAL YEAR. OR A NON-ARTS ORGANIZATION - REGARDLESS OF BUDGET SIZE OR MISSION - WITH A COMMUNITY-BASED ARTS PROGRAM THAT PROVIDES ACCESS TO ARTS AND CULTURE OPPORTUNITIES IN TRADITIONAL AND NON-TRADITIONAL SITES THROUGHOUT THE GREATER KANSAS CITY AREA.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ADHOC GROUP AGAINST CRIME

104 VIETNAM VETERANS MEMORIAL DR
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 30,000

ALLEGRO CHOIRS OF KANSAS CITY

228 OAK ST
BONNER SPRINGS,KS66012 		  PC GENERAL OPERATING SUPPORT 6,000

ALLIANCE FRANCAISE OF KANSAS CITY

8014 STATE LINE RD 210
PRAIRIE VILLAGE,KS66208 		  PC GENERAL OPERATING SUPPORT 15,000

ANDERSON RANCH ARTS FOUNDATION

PO BOX 5598
SNOWMASS VILLAGE,CO81615 		  PC GENERAL OPERATING SUPPORT 55,000

ARPAN FOUNDATION INCORPORATED

556 NORTH BLVD STE 201-B
DIAMOND BAR,CA91765 		  PC GENERAL OPERATING SUPPORT 5,000

ART AS MENTORSHIP

300 GLADSTONE BLVD STE 102
KANSAS CITY,MO64124 		  PC GENERAL OPERATING SUPPORT 8,500

ART IN THE LOOP FOUNDATION

911 MAIN ST STE 110
KANSAS CITY,MO64105 		  PC GENERAL OPERATING SUPPORT 7,500

ARTS ASYLUM

824 E MEYER BLVD
KANSAS CITY,MO64131 		  PC GENERAL OPERATING SUPPORT 7,000

ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY

20 E GREGORY BLVD
KANSAS CITY,MO64114 		  PC GENERAL OPERATING SUPPORT 10,000

ARTS IN PRISON

PO BOX 23502
OVERLAND PARK,KS66283 		  PC GENERAL OPERATING SUPPORT 1,000

ARTSKC

106 SOUTHWEST BLVD
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 45,000

ASHOKA

1700 N MOORE ST
ARLINGTON,VA22209 		  PC GENERAL OPERATING SUPPORT 5,000

ASPEN LUNG CONFERENCE

3859 NORTH BAYOU HILLS RD
PARKER,CO80134 		  PC FELLOWSHIP 3,500

ASPEN MUSIC FESTIVAL & SCHOOL

225 MUSIC SCHOOL RD
ASPEN,CO81611 		  PC GENERAL OPERATING SUPPORT 31,750

ASPEN VALLEY HOSPITAL FOUNDATION

401 CASTLE CREEK RD
ASPEN,CO81611 		  PC GENERAL OPERATING SUPPORT 5,000

BAND OF ANGELS CORP

11890 W 135TH ST
OVERLAND PARK,KS66221 		  PC GENERAL OPERATING SUPPORT 9,500

BARN PLAYERS INC

1109 NW WEATHERSTONE DR
BLUE SPRINGS,MO64015 		  PC GENERAL OPERATING SUPPORT 5,000

BASE ACADEMY OF MUSIC

31 W 31ST ST
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 5,000

BELLOSGUARDO FOUNDATION SANTA BARBARA

1407 E CABRILLO BLVD
SANTA BARBARA,CA93108 		  PC GENERAL OPERATING SUPPORT 1,000

BETHEL NEIGHBORHOOD CENTER

14 S 7TH ST
KANSAS CITY,KS66101 		  PC GENERAL OPERATING SUPPORT 30,000

BLACK REPERTORY THEATRE OF KANSAS CITY

PO BOX 410294
KANSAS CITY,MO64141 		  PC GENERAL OPERATING SUPPORT 9,000

CARNEGIE MELLON UNIVERSITY

5000 FORBES AVE
PITTSBURGH,PA15213 		  PC FELLOWSHIP 37,500

CASA DEL HERRERO

PO BOX 5612
SANTA BARBARA,CA93150 		  PC GENERAL OPERATING SUPPORT 35,000

CHILDREN'S HOSPITAL OF PHILADELPHIA

LOCKBOX 1457 PO BOX 8500
PHILADELPHIA,PA19178 		  PC FELLOWSHIP 75,000

CHILDREN'S MERCY HOSPITAL

2401 GILLHAM RD
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 20,000

CHILLICOTHE EDUCATION FOUNDATION

C/O CHILLICOTHE R-11 SCHOOLS PO BOX
530
CHILLICOTHE,MO64601 		  PC GENERAL OPERATING SUPPORT 3,000

CITY IN MOTION DANCE THEATER INC

3036 GILLHAM RD
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 5,000

CITY UNION MISSION

1100 E 11TH ST
KANSAS CITY,MO64106 		  PC GENERAL OPERATING SUPPORT 5,000

COMMUNITY HOUSING OF WYANDOTTE COUNTY

2 S 14TH ST
KANSAS CITY,MO66102 		  PC GENERAL OPERATING SUPPORT 8,000

COMMUNITY LINC

4012 TROOST AVE 14
KANSAS CITY,MO64110 		  PC GENERAL OPERATING SUPPORT 6,000

COMPREHENSIVE ARTS INSTITUTE

13314 PALMER AVE
GRANDVIEW,MO64030 		  PC GENERAL OPERATING SUPPORT 7,500

CORNELL UNIVERSITY

616 THURSTON AVE
ITHACA,NY14853 		  PC FELLOWSHIP 40,000

COTERIE THEATRE

2450 GRAND BLVD
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 20,000

CRISTO REY KANSAS CITY

211 W LINWOOD BLVD
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 3,000

DELLA LAMB COMMUNITY SERVICES

500 WOODLAND AVE
KANSAS CITY,MO64106 		  PC GENERAL OPERATING SUPPORT 4,000

DELTA RESEARCH & EDUCATIONAL FOUNDATION

1709 NEW HAMPSHIRE AVE NW
WASHINGTON,DC20009 		  PC GENERAL OPERATING SUPPORT 1,000

DUKE UNIVERSITY SCHOOL OF MEDICINE

40 DUKE MEDICINE CIR 124 DAVISON
BLDG
DURHAM,NC27710 		  PC FELLOWSHIP 75,000

EAST OF RED ARTHOUSE

4343 BELLEFONTAINE AVE
KANSAS CITY,MO64130 		  PC GENERAL OPERATING SUPPORT 7,500

ENGLEWOOD ARTS

10901 E WINNER RD
INDEPENDENCE,MO64052 		  PC GENERAL OPERATING SUPPORT 50,000

ENSEMBLE THEATRE COMPANY OF SANTA BARBARA INC

33 W VICTORIA ST
SANTA BARBARA,CA93101 		  PC GENERAL OPERATING SUPPORT 1,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVE S
NEW YORK,NY10010 		  PC GENERAL OPERATING SUPPORT 1,000

FOLK ALLIANCE INTERNATIONAL

601 AVENIDA CESAR E CHAVEZ STE 100
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 5,000

FRIENDS OF CHAMBER MUSIC

4635 WYANDOTTE STE 201
KANSAS CITY,MO64112 		  PC GENERAL OPERATING SUPPORT 12,000

FRIENDS OF THE ZOO

6800 ZOO DR
KANSAS CITY,MO64132 		  PC GENERAL OPERATING SUPPORT 105,000

GANNA WALSKA LOTUSLAND

695 ASHLEY RD
SANTA BARBARA,CA93108 		  PC GENERAL OPERATING SUPPORT 30,000

GORDON PARKS ELEMENTARY SCHOOL

3715 WYOMING ST
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 9,500

GREAT PLAINS SPCA

5428 ANTIOCH DR
MERRIAM,KS66202 		  PC GENERAL OPERATING SUPPORT 1,000

GROWING FUTURES EARLY EDUCATION CENTER

8155 SANTA FE DR
OVERLAND PARK,KS66204 		  PC GENERAL OPERATING SUPPORT 5,000

GUILDIT

31 W 31ST ST
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 5,000

HARRIMAN-JEWELL SERIES

500 COLLEGE HILL CAMPUS BOX 1015
LIBERTY,MO64068 		  PC GENERAL OPERATING SUPPORT 1,000

HARVESTERS-THE COMMUNITY FOOD NETWORK

3801 TOPPING AVE
KANSAS CITY,MO64129 		  PC GENERAL OPERATING SUPPORT 15,000

HEART TO HEART INTERNATIONAL

PO BOX 15566
LENEXA,KS66285 		  PC GENERAL OPERATING SUPPORT 5,000

HEARTLAND CHAMBER MUSIC LTD

1600 GENESSEE ST STE 824
KANSAS CITY,MO64102 		  PC GENERAL OPERATING SUPPORT 4,000

HEARTLAND MEN'S CHORUS

PO BOX 32374
KANSAS CITY,MO64171 		  PC GENERAL OPERATING SUPPORT 3,000

HOPE FAITH MINISTRIES

705 VIRGINIA AVENUE KANSAS CITY MO
64106
KANSAS CITY,MO64106 		  PC GENERAL OPERATING SUPPORT 2,500

HOUSTON CENTER FOR CONTEMPORARY CRAFT

4848 MAIN ST
HOUSTON,TX77002 		  PC GENERAL OPERATING SUPPORT 1,000

INTERURBAN ARTHOUSE

8001 NEWTON ST
OVERLAND PARK,KS66204 		  PC GENERAL OPERATING SUPPORT 33,500

JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION

12345 COLLEGE BLVD
OVERLAND PARK,KS66210 		  PC GENERAL OPERATING SUPPORT 10,000

KACICO DANCE

8621 S BUCKNER TARSNEY RD
OAK GROVE,MO64075 		  PC GENERAL OPERATING SUPPORT 2,500

KANBES MARKETS

3119 TERRACE ST
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 1,000

KANSAS ACADEMY OF THEATRICAL ARTS INC

3144 WOODVIEW RIDGE DR 307
KANSAS CITY,KS66103 		  PC GENERAL OPERATING SUPPORT 10,000

KANSAS ACTION FOR CHILDREN INC

720 SW JACKSON
TOPEKA,KS66603 		  PC GENERAL OPERATING SUPPORT 30,000

KANSAS CITY AREA YOUTH JAZZ

1938 WOODRIDGE DR
LEAVENWORTH,KS66048 		  PC GENERAL OPERATING SUPPORT 4,000

KANSAS CITY ART INSTITUTE

4415 WARWICK BLVD
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 30,000

KANSAS CITY ARTISTS COALITION

3200 GILLHAM RD STE A
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 8,000

KANSAS CITY CHORALE

5601 WYANDOTTE STE 412
KANSAS CITY,MO64113 		  PC GENERAL OPERATING SUPPORT 15,000

KANSAS CITY GIFT

5008 PROSPECT AVE
KANSAS CITY,MO64130 		  PC GENERAL OPERATING SUPPORT 30,000

KANSAS CITY HOSPICE & PALLIATIVE CARE

9001 STATE LINE RD 300
KANSAS CITY,MO64114 		  PC GENERAL OPERATING SUPPORT 2,500

KANSAS CITY JAZZ ALIVE

3013 MAINT ST
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 7,500

KANSAS CITY MUSEUM

3218 GLADSTONE BLVD
KANSAS CITY,MO64123 		  PC GENERAL OPERATING SUPPORT 1,000

KANSAS CITY PUBLIC LIBRARY

14 W 10TH ST
KANSAS CITY,MO64105 		  PC GENERAL OPERATING SUPPORT 25,000

KANSAS CITY PUBLIC THEATRE

329 MAPLE BLVD
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 2,000

KANSAS CITY REPERTORY THEATRE

4825 TROOST AVE STE 101
KANSAS CITY,MO64110 		  PC GENERAL OPERATING SUPPORT 20,000

KANSAS CITY SYMPHONY

1703 WYANDOTTE ST STE 200
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 25,000

KANSAS CITY WOMEN'S CHORUS

3501 CAMPBELL ST
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 2,000

KANSAS UNIVERSITY ENDOWMENT

1891 CONSTANT AVE
LAWRENCE,KS66047 		  PC FELLOWSHIP 51,186

KAUFFMAN CENTER FOR THE PERFORMING ARTS

1601 BROADWAY BLVD
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 7,000

KC COMMON GOOD

1100 ROCKHURST RD
KANSAS CITY,MO64110 		  PC GENERAL OPERATING SUPPORT 30,000

KC GIRLS PREPARATORY ACADEMY FOUNDATION

5000 E 17TH ST
KANSAS CITY,MO64127 		  PC GENERAL OPERATING SUPPORT 50,000

KCPBS - PUBLIC TELEVISION 19 INC

125 E 31ST ST
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 300,000

KEITH WORTHINGTON CHAPTER ALS ASSOCIATION

6950 SQUIBB RD STE 210
MISSION,KS66202 		  PC GENERAL OPERATING SUPPORT 5,000

KEMPER MUSEUM OF CONTEMPORARY ART

4420 WARWICK BLVD
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 6,000

KVC BEHAVIORAL HEALTHCARE MISSOURI INC

2537 MADISON AVE
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 5,000

LAND INSTITUTE

2440 E WATERWELL RD
SALINA,KS67401 		  PC GENERAL OPERATING SUPPORT 5,000

LATINX EDUCATION COLLABORATIVE

2203 LEXINGTON AVE
KANSAS CITY,MO64124 		  PC GENERAL OPERATING SUPPORT 30,000

LAZARUS MINISTRIES AT GRAND AVENUE TEMPLE

3151 OLIVE ST
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 2,500

LIBERTY COMMUNITY CHORUS

PO BOX 884
LIBERTY,MO64069 		  PC GENERAL OPERATING SUPPORT 1,500

LINDA HALL LIBRARY FOUNDATION

5109 CHEERY ST
KANSAS CITY,MO64110 		  PC GENERAL OPERATING SUPPORT 1,000

LITERACY KANSAS CITY

3036 TROOST AVE
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 7,500

LURIE CHILDREN'S HOSPITAL OF CHICAGO

225 E CHICAGO AVE NO 271
CHICAGO,IL60611 		  PC FELLOWSHIP 37,500

LYRIC OPERA OF KANSAS CITY

1725 HOLMES ST
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 30,000

MEDICAL MISSIONS FOUNDATION

8363 MELROSE DR
LENEXA,KS66214 		  PC GENERAL OPERATING SUPPORT 5,000

METROPOLITAN ENSEMBLE THEATRE

3927 MAIN ST
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 1,000

MINDDRIVE INC

2615 HOLMES ST
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 50,000

MISSOURI ALLIANCE FOR ARTS EDUCATION

302 NE KEYSTONE DR
LEES SUMMIT,MO64086 		  PC GENERAL OPERATING SUPPORT 7,500

MISSOURI BUDGET PROJECT

3534 WASHINGTON AVE
ST LOUIS,MO63103 		  PC GENERAL OPERATING SUPPORT 40,000

MISSOURI JOBS WITH JUSTICE

1101 E 87TH ST STE 105
KANSAS CITY,MO64131 		  PC GENERAL OPERATING SUPPORT 30,000

MUSIC ACADEMY OF THE WEST

1070 FAIRWAY RD
SANTA BARBARA,CA93108 		  PC GENERAL OPERATING SUPPORT 5,000

NATIONAL WORLD WAR I MUSEUM & MEMORIAL

2 MEMORIAL DR
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 25,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

2000 SHAWNEE MISSION PKWY 310
MISSION WOODS,KS66205 		  PC GENERAL OPERATING SUPPORT 1,000

NELSON-ATKINS MUSEUM OF ART

4525 OAK ST
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 141,500

NEWHOUSE INC

PO BOX 240019
KANSAS CITY,MO64127 		  PC GENERAL OPERATING SUPPORT 7,500

NO DIVIDE KC

3925 GENESSEE ST
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 7,500

NORTHWESTERN UNIVERSITY

633 CLARK ROOM 547
EVANSTON,IL60208 		  PC FELLOWSHIP 10,000

NOURISH KC

PO BOX 10337
KANSAS CITY,MO64171 		  PC GENERAL OPERATING SUPPORT 5,000

OLATHE PUBLIC SCHOOLS FOUNDATION

300 E LOULA ST
ST OLATHE,KS66061 		  PC GENERAL OPERATING SUPPORT 30,000

OPERATION BREAKTHROUGH

3039 TROOST AVE
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 10,000

OWENCOX DANCE GROUP

4220 MERCIER ST
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 5,000

PATHWAY FINANCIAL EDUCATION

1520 E 18TH ST
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 10,000

PAWSPERITY

5805 TROOST AVE
KANSAS CITY,MO64110 		  PC GENERAL OPERATING SUPPORT 5,000

PLAZA AREA COUNCIL INC

420 NICHOLS RD 2ND FLOOR
KANSAS CITY,MO64112 		  PC GENERAL OPERATING SUPPORT 5,000

POAC SUCCEED

4804 NW 71ST ST
KANSAS CITY,MO64151 		  PC GENERAL OPERATING SUPPORT 30,000

POWELL GARDENS

1609 NW US HWY 50
KINGSVILLE,MO64061 		  PC GENERAL OPERATING SUPPORT 2,500

PRINCIPALSCONNECT

17 JANSSEN PL
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 25,000

REACHING OUT FROM WITHIN

PO BOX 8527
PRAIRIE VILLAGE,KS66208 		  PC GENERAL OPERATING SUPPORT 5,000

RECONCILIATION SERVICES

3101 TROOST AVE
KANSAS CITY,MO64109 		  PC GENERAL OPERATING SUPPORT 100,000

RHODE ISLAND HOSPITAL

BOX 42 CORO EAST STE 1A ROOM 170
167 POINT ST
PROVIDENCE,RI02903 		  PC FELLOWSHIP 75,000

ROSE BROOKS

PO BOX 320599
KANSAS CITY,MO64132 		  PC GENERAL OPERATING SUPPORT 2,500

SAFEHOME INC

PO BOX 4563
OVERLAND PARK,KS66204 		  PC GENERAL OPERATING SUPPORT 2,500

SANTA BARBARA MUSEUM OF ART

1130 STATE ST
SANTA BARBARA,CA93101 		  PC GENERAL OPERATING SUPPORT 5,250

SCOTT HAMILTON CARES FOUNDATION

PO BOX 680483
FRANKLIN,TN37068 		  PC GENERAL OPERATING SUPPORT 10,000

SEATTLE CHILDREN'S HOSPITAL FOUNDATION

PO BOX 50020 M/S S-200
SEATTLE,WA98145 		  PC FELLOWSHIP 75,000

SHELTER KC

1520 CHERRY ST
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 10,666

SPENCER MUSEUM OF ART

1301 MISSISSIPPI ST
LAWRENCE,KS66045 		  PC GENERAL OPERATING SUPPORT 50,000

SPINNING TREE THEATRE

PO BOX 8647
KANSAS CITY,MO64114 		  PC GENERAL OPERATING SUPPORT 10,000

SPIRE CHAMBER ENSEMBLE

9101 N AMBASSADOR DR 1104
KANSAS CITY,MO64154 		  PC GENERAL OPERATING SUPPORT 6,000

STANFORD UNIVERSITY

PO BOX 884253
LOS ANGELES,CA90088 		  PC FELLOWSHIP 207,500

STONELION PUPPET THEATRE

2400 E TRUMAN RD STE 100
KANSAS CITY,MO64127 		  PC GENERAL OPERATING SUPPORT 7,500

STORLING DANCE THEATER

14808 W 117TH ST
OLATHE,KS66062 		  PC GENERAL OPERATING SUPPORT 8,500

SUGAR CREEK FAIR AND FESTIVAL BOARD

11821 E PARK ST
SUGAR CREEK,MO64054 		  PC GENERAL OPERATING SUPPORT 1,000

SYNERGY SERVICES INC

400 E 6TH ST
PARKVILLE,MO64152 		  PC GENERAL OPERATING SUPPORT 4,000

TEXAS BIOMEDICAL RESEARCH INSTITUTE

PO BOX 760549
SAN ANTONIO,TX78245 		  PC FELLOWSHIP 75,000

THE ASPEN INSTITUTE

1000 N 3RD ST
ASPEN,CO81611 		  PC GENERAL OPERATING SUPPORT 5,000

THE NATIONAL MUSEUM OF TOYS & MINIATURES

5235 OAK ST
KANSAS CITY,MO64112 		  PC GENERAL OPERATING SUPPORT 35,000

THE SALVATION ARMY - DISASTER RELIEF

PO BOX 1959
ATLANTA,GA30301 		  PC GENERAL OPERATING SUPPORT 10,000

THE SEWING LABS

526 CAMPBELL ST
KANSAS CITY,MO64106 		  PC GENERAL OPERATING SUPPORT 2,500

THE SOCIETY OF THE CINCINNATI

2118 MASSACHUSETTS AVE NW
WASHINGTON,DC20008 		  PC GENERAL OPERATING SUPPORT 5,000

THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON

JPMORGAN CHASE BANK DEPT 750 PO BOX
660120
DALLAS,TX95266 		  PC FELLOWSHIP 75,000

TRADITIONAL MUSIC SOCIETY

PO BOX 10022
KANSAS CITY,MO64171 		  PC GENERAL OPERATING SUPPORT 10,000

TRUMAN LIBRARY

500 W US HWY 24
INDEPENDENCE,MO64050 		  PC GENERAL OPERATING SUPPORT 7,500

TRUSTEES OF BOSTON UNIVERSITY

PO BOX 28736
NEW YORK,NY10087 		  PC FELLOWSHIP 75,000

UMKC CONSERVATORY OF MUSIC & DANCE

4949 CHERRY ST
KANSAS CITY,MO64110 		  PC GENERAL OPERATING SUPPORT 4,500

UMKC FOUNDATION

202 ADMINISTRATIVE CENTER 5115 OAK
ST
KANSAS CITY,MO64112 		  PC GENERAL OPERATING SUPPORT 1,000

UMKC FOUNDATION FOR CLASSICAL KC 919

4825 TROOST AVE STE 202
KANSAS CITY,MO64110 		  PC GENERAL OPERATING SUPPORT 5,000

UMKC FOUNDATION FOR KCUR 893

4825 TROOST AVE STE 202
KANSAS CITY,MO64110 		  PC GENERAL OPERATING SUPPORT 2,000

UMKC TRUSTEES

5100 ROCKHILL RD
KANSAS CITY,MO64110 		  PC GENERAL OPERATING SUPPORT 3,150

UNCORNERED

300 E 39TH ST
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 50,000

UNITED PALESTINIAN APPEAL

1330 NEW HAMPSHIRE AVE NW STE 104
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 250,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024 		  PC GENERAL OPERATING SUPPORT 5,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO

3333 CALIFORNIA ST STE 315
SAN FRANCISCO,CA94143 		  PC FELLOWSHIP 75,000

UNIVERSITY OF COLORADO DENVER

1400 JACKSON ST K701B
DENVER,CO80206 		  PC FELLOWSHIP 75,000

UNIVERSITY OF FLORIDA

RESEARCH GRADUATE PROGRAMS PO BOX
115500
GAINESVILLE,FL32611 		  PC FELLOWSHIP 37,500

UNIVERSITY OF IOWA

UNIVERSITY OF IOWA RESEARCH
FOUNDATION BUSINESS OFFICE 4JH
IOWA CITY,IA52242 		  PC FELLOWSHIP 75,000

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

440 W FRANKLIN ST CB 1350
CHAPEL HILL,NC27599 		  PC FELLOWSHIP 75,000

UNIVERSITY OF PENNSYLVANIA

MALONEY BUILDING 3400 SPRUCE ST
PHILADELPHIA,PA19104 		  PC FELLOWSHIP 37,500

UNIVERSITY OF PITTSBURGH SCHOOL OF MEDICINE

OFFICE OF THE COMPTROLLER
PITTSBURGH,PA15251 		  PC FELLOWSHIP 112,500

UNIVERSITY OF SOUTH ALABAMA

307 UNIVERSITY BLVD AD 362
MOBILE,AL36688 		  PC FELLOWSHIP 20,000

UNIVERSITY OF TEXAS AT SAN ANTONIO

ONE UTSA CIR NPB 451
SAN ANTONIO,TX78249 		  PC FELLOWSHIP 75,000

UNIVERSITY OF WASHINGTON

3935 UNIVERSITY WAY NE CAMPUS BOX
355754
SEATTLE,WA98105 		  PC FELLOWSHIP 150,000

UNRWA USA

PO BOX 18697
WASHINGTON,DC20013 		  PC GENERAL OPERATING SUPPORT 250,000

URBAN RANGER CORPS

5908 SWOPE PKWY
KANSAS CITY,MO64130 		  PC GENERAL OPERATING SUPPORT 30,000

VANDERBILT UNIVERSITY MEDICAL CENTER

3319 WEST END AVE 8480
NASHVILLE,TN37203 		  PC FELLOWSHIP 170,000

VARIETY OF GREATER KANSAS CITY - TENT 8 (VARIETY KC)

4050 PENNSYLVANIA AVE STE 115-77
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 3,500

VIRGINIA COMMONWEALTH UNIVERSITY

800 E LEIGH ST STE 3100
RICHMOND,VA23284 		  PC FELLOWSHIP 37,500

WESTPORT CENTER FOR THE ARTS

201 WESTPORT RD
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 4,000

WESTWOOD ENSEMBLE

5854 FONTANA DR
FAIRWAY,KS66205 		  PC GENERAL OPERATING SUPPORT 4,500

WILLIAM JEWEL COLLEGE

500 COLLEGE HILL
LIBERTY,MO64068 		  PC GENERAL OPERATING SUPPORT 2,500

WONDERSCOPE CHILDREN'S MUSEUM OF KANSAS CITY

433 E RED BRIDGE RD
KANSAS CITY,MO64131 		  PC GENERAL OPERATING SUPPORT 1,500

WYANDOT CENTER FOR COMMUNITY BEHAVIORAL HEALTHCARE

757 ARMSTRONG AVE
KANSAS CITY,KS66101 		  PC GENERAL OPERATING SUPPORT 6,500

YALE UNIVERSITY

PO BOX 1873
NEW HAVEN,CT06508 		  PC FELLOWSHIP 75,000

YOUTH AMBASSADORS

PO BOX 22867
KANSAS CITY,MO64113 		  PC GENERAL OPERATING SUPPORT 35,000

YOUTH CHORUS OF KANSAS CITY INC

4255 JEFFERSON ST STE 325
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 3,000

YOUTH GUIDANCE

300 E 39TH ST
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 30,000

YOUTH SYMPHONY OF KANSAS CITY INC

1111 W 39TH ST STE A128
KANSAS CITY,MO64111 		  PC GENERAL OPERATING SUPPORT 5,000
Total .................................right arrow 3a 4,781,502
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 215,232  
4 Dividends and interest from securities ....     14 1,945,533  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 1,111,691  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,204,712  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,477,168 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,477,168
(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:
THE FRANCIS FAMILY FOUNDATION
EIN:
43-1492132
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 59,472 13,949   41,848

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE FRANCIS FAMILY FOUNDATION
EIN:
43-1492132
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 702,301 194,349

TY 2024 InvestmentsCorpStockSchedule
Name:
THE FRANCIS FAMILY FOUNDATION
EIN:
43-1492132
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCKS 34,850,412 56,400,024
PREFERRED STOCKS 255,163 149,238

TY 2024 InvestmentsOtherSchedule2
Name:
THE FRANCIS FAMILY FOUNDATION
EIN:
43-1492132
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EXCHANGE TRADED FUNDS AT COST 1,376,015 2,162,779
FIXED INCOME FUNDS AT COST 9,083,892 7,924,361
HEDGE FUND AT COST 10,481,543 19,569,075
LIMITED PARTNERSHIPS AT COST 23,406,154 26,718,519
PRIVATE FIXED INCOME POOL AT COST 7,494,610 8,677,658

TY 2024 LegalFeesSchedule
Name:
THE FRANCIS FAMILY FOUNDATION
EIN:
43-1492132
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 8,413 0   8,413


TY 2024 OtherExpensesSchedule
Name:
THE FRANCIS FAMILY FOUNDATION
EIN:
43-1492132
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMINISTRATION 230,868 0   230,868
INFORMATION TECHNOLOGY 61,788 0   61,788
INSURANCE 8,229 0   8,229
OFFICE EXPENSES 17,466 0   17,466


TY 2024 OtherIncomeSchedule2
Name:
THE FRANCIS FAMILY FOUNDATION
EIN:
43-1492132
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GOLUB CAPITAL PARTNERS INTL 11 LP 224,476 224,476 224,476
K-1: APOLLO TOTAL RETURN FUND (ONSHORE) LP 0 274,219 0
K-1: AUDAX DIRECT LENDING SOLUTIONS FUND II-A LP 236,436 206,280 236,436
K-1: BROOKFIELD INFRASTRUCTURE PARTNERS LP 1,255 1,467 1,255
K-1: CASTLELAKE ASSET-BASED PRIVATE CREDIT III EVERGREEN B, LP -70,334 92,271 -70,334
K-1: IR&M CORE BOND FUND II LLC   397,837  
K-1: MERCER PRIVATE INVESTMENT PARTNERS II LP 89,313 -9,284 89,313
K-1: MERCER PRIVATE INVESTMENT PARTNERS III LP 207,138 299,335 207,138
K-1: MERCER PRIVATE INVESTMENT PARTNERS IV LP 348,938 300,096 348,938
K-1: MERCER PRIVATE INVESTMENT PARTNERS V LP 74,469 71,526 74,469
K-1: MERCER PRIVATE INVESTMENT PARTNERS VI LP 0 -22,051 0
K-1: MERCER PRIVATE INVESTMENT PARTNERS VII LP 0 -32,176 0


TY 2024 OtherIncreasesSchedule
Name:
THE FRANCIS FAMILY FOUNDATION
EIN:
43-1492132
Description Amount
TCW NONDIVIDEND DISTRIBUTION ADJUSTMENT 8,546
NON-CASH COST BASIS ADJUSTMENTS 18,557


TY 2024 OtherProfessionalFeesSchedule
Name:
THE FRANCIS FAMILY FOUNDATION
EIN:
43-1492132
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 445,464 445,464   0
OTHER PROFESSIONAL FEES 11,065 0   11,065


TY 2024 TaxesSchedule
Name:
THE FRANCIS FAMILY FOUNDATION
EIN:
43-1492132
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES AND CONVERSION FEES 38,710 38,710   0
FEDERAL TAXES 60,000 0   0