efile Public Visual Render
ObjectId: 202341639349101404 - Submission: 2023-06-12
TIN: 20-4268916
Form
990-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.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
22
Open to Public Inspection
For calendar year 2022, or tax year beginning
01-01-2022
, and ending
12-31-2022
Name of foundation
THE QUINN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
3101 WEST 142ND STREET 300
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LEAWOOD
,
KS
66211
A Employer identification number
20-4268916
B
Telephone number (see instructions)
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
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 .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
26,562,837
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
25,768
25,768
4
Dividends and interest from securities
...
435,165
435,165
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
12,517
b
Gross sales price for all assets on line 6a
15,092,539
7
Capital gain net income (from Part IV, line 2)
...
12,517
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
473,450
473,450
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
List of Attached Documents:
// Content
19,458
0
0
19,458
b
Accounting fees (attach schedule)
.......
List of Attached Documents:
// Content
9,200
0
0
9,200
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
233,239
233,239
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
28,491
18,491
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
89
0
0
89
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
290,477
251,730
0
28,747
25
Contributions, gifts, grants paid
.......
3,473,833
3,473,833
26
Total expenses and disbursements.
Add lines 24 and 25
3,764,310
251,730
0
3,502,580
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-3,290,860
b
Net investment income
(if negative, enter -0-)
221,720
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2022)
Page 2
Form 990-PF (2022)
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
1
Cash—non-interest-bearing
.............
-3
2
Savings and temporary cash investments
.........
1,308,922
940,576
940,576
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
305,021
List of Attached Documents:
// Content
1,002,007
1,002,007
b
Investments—corporate stock (attach schedule)
.......
19,088,428
List of Attached Documents:
// Content
18,916,856
23,896,481
c
Investments—corporate bonds (attach schedule)
.......
3,166,376
0
0
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
999,852
List of Attached Documents:
// Content
723,773
723,773
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
24,868,596
21,583,212
26,562,837
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
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
........
24,868,596
21,583,212
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
24,868,596
21,583,212
30
Total liabilities and net assets/fund balances
(see instructions)
.
24,868,596
21,583,212
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
24,868,596
2
Enter amount from Part I, line 27a
.....................
2
-3,290,860
3
Other increases not included in line 2 (itemize)
List of Attached Documents:
// Content
3
5,476
4
Add lines 1, 2, and 3
..........................
4
21,583,212
5
Decreases not included in line 2 (itemize)
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
21,583,212
Form
990-PF
(2022)
Page 3
Form 990-PF (2022)
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
ST - PUBLICLY TRADED SECURITIES
P
2022-12-31
b
LT - PUBLICLY TRADED SECURITIES
P
2022-12-31
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
9,579,486
10,154,159
-574,673
b
5,513,053
4,925,863
587,190
c
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
-574,673
b
587,190
c
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
12,517
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
Form
990-PF
(2022)
Page 4
Form 990-PF (2022)
Page
4
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
3,082
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
3,082
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
3,082
6
Credits/Payments:
a
2022 estimated tax payments and 2021 overpayment credited to 2022
6a
22,584
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
..........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
22,584
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2221 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
19,502
11
Enter the amount of line 10 to be:
Credited to 2023 estimated tax
19,502
Refunded
11
0
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
.........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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?
................
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)
KS
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
.
List of Attached Documents:
// Content
8b
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? 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
Form
990-PF
(2022)
Page 5
Form 990-PF (2022)
Page
5
Part VI-A
Statements Regarding Activities
(continued)
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 address
N/A
14
The books are in care of
CONNIE BARNETT
Telephone no.
(913) 754-5440
Located at
5901 COLLEGE BLVD STE 280
OVERLAND PARK
KS
ZIP+4
66211
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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
........
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 2022?
.............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?
....................
2a
No
If "Yes," list the years
20
,
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.
20
,
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 2022 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 2022.)
.....................
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 2022?
..
4b
No
Form
990-PF
(2022)
Page 6
Form 990-PF (2022)
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
.........
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
CHUCK LAUE
PRESIDENT
1.00
0
0
0
11460 TOMAHAWK CREEK PARKWAY 300
LEAWOOD
,
KS
66211
JENNIFER LAUE
SECRETARY
1.00
0
0
0
11460 TOMAHAWK CREEK PARKWAY 300
LEAWOOD
,
KS
66211
SCOTT MARTINSEN
DIRECTOR
1.00
0
0
0
5901 COLLEGE BOULEVARD SUITE 280
OVERLAND PARK
,
KS
66211
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2022)
Page 7
Form 990-PF (2022)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
Form
990-PF
(2022)
Page 8
Form 990-PF (2022)
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
29,054,032
b
Average of monthly cash balances
.......................
1b
1,820,114
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
30,874,146
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
30,874,146
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
463,112
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
30,411,034
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
1,520,552
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
1,520,552
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
3,082
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
3,082
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,517,470
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,517,470
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
1,517,470
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
3,502,580
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
3,502,580
Form
990-PF
(2022)
Page 9
Form 990-PF (2022)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1
Distributable amount for 2022 from Part X, line 7
1,517,470
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2021 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2017
......
b
From 2018
......
c
From 2019
......
2,063,138
d
From 2020
......
1,233,659
e
From 2021
......
2,877,171
f
Total
of lines 3a through e
........
6,173,968
4
Qualifying distributions for 2022 from Part
XI, line 4:
$
3,502,580
a
Applied to 2021, 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 2022 distributable amount
.....
1,517,470
e
Remaining amount distributed out of corpus
1,985,110
5
Excess distributions carryover applied to 2022.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
8,159,078
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023
..........
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 2017 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a
......
8,159,078
10
Analysis of line 9:
a
Excess from 2018
....
b
Excess from 2019
....
2,063,138
c
Excess from 2020
....
1,233,659
d
Excess from 2021
....
2,877,171
e
Excess from 2022
....
1,985,110
Form
990-PF
(2022)
Page 10
Form 990-PF (2022)
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 2022, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(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)
2022
(b)
2021
(c)
2020
(d)
2019
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
CHUCK LAUE
JENNIFER LAUE
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
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
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2022)
Page 11
Form 990-PF (2022)
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)
a
Paid during the year
50 X 40 INC
11460 TOMAHAWK CREEK PKWY 300
LEAWOOD
,
KS
66211
COMMON BOARD ADVISORS AND AFFILIATIONS
PC
GENERAL OPERATING SUPPORT
387,500
A WELL-FED WORLD
1380 MONROE ST NW 222
WASHINGTON
,
DC
20010
NONE
PC
GENERAL OPERATING SUPPORT
15,000
AFRICA NETWORK FOR ANIMAL WELFARE USA
1031 33RD ST 174
DENVER
,
CO
80205
NONE
PC
GENERAL OPERATING SUPPORT
2,500
ANIMAL LEGAL DEFENSE FUND
525 E COTATI AVE
COTATI
,
CA
94931
NONE
PC
GENERAL OPERATING SUPPORT
15,000
ANIMAL OUTLOOK INC
PO BOX 9773
WASHINGTON
,
DC
20016
NONE
PC
GENERAL OPERATING SUPPORT
60,000
BETTER FOOD FOUNDATION
PO BOX 96503 21885
WASHINGTON
,
DC
20090
NONE
PC
GENERAL OPERATING SUPPORT
2,500
BLACK VEGETARIAN SOCIETY OF MARYLAND
840 N EUTAW ST 2
BALTIMORE
,
MD
21201
NONE
PC
GENERAL OPERATING SUPPORT
5,000
BRIGHTER GREEN
165 COURT ST 171
BROOKLYN
,
NY
11201
NONE
PC
GENERAL OPERATING SUPPORT
5,000
CENTER FOR EFFECTIVE ALTRUISM
TRAJAN HOUSE MILL STREET
OXFORD
OX2 0DJ
UK
NONE
PC
GENERAL OPERATING SUPPORT
2,500
COMPASSION IN WORLD FARMING USA
211 E 43RD ST 7TH FL
NEW YORK
,
NY
10017
NONE
PC
GENERAL OPERATING SUPPORT
2,500
DETROIT BLACK COMMUNITY FOOD SECURITY NETWORK
11000 W MCNICHOLS 103
DETROIT
,
MI
48221
NONE
PC
GENERAL OPERATING SUPPORT
2,500
DHARMA VOICES FOR ANIMALS
PO BOX 508
SOLANA BEACH
,
CA
92075
NONE
PC
GENERAL OPERATING SUPPORT
2,500
EXPANDED CIRCLE COLLECTIVE
3619 68TH AVE
PORTLAND
,
OR
97213
NONE
PC
GENERAL OPERATING SUPPORT
2,500
FAMILY FARM ACTION ALLIANCE
210 E LOVE ST
MEXICO
,
MO
65265
NONE
PC
GENERAL OPERATING SUPPORT
60,000
FARM FORWARD
PO BOX 4120
PORTLAND
,
OR
97208
NONE
PC
GENERAL OPERATING SUPPORT
5,000
FARM SANCTUARY INC
PO BOX 150
WATKINS GLEN
,
NY
14891
NONE
PC
GENERAL OPERATING SUPPORT
60,000
FAUNALYTICS
PO BOX 6476
OLYMPIA
,
WA
98507
NONE
PC
GENERAL OPERATING SUPPORT
5,000
FOOD AND WATER WATCH
1616 P ST NW 300
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
25,000
FOOD EMPOWERMENT PROJECT
PO BOX 24183
SAN JOSE
,
CA
95154
NONE
PC
GENERAL OPERATING SUPPORT
5,000
FOOD FOR CLIMATE LEAGUE
2030 MAPLE AVE
EVANSTON
,
IL
60201
NONE
PC
GENERAL OPERATING SUPPORT
2,500
FRIENDS OF THE EARTH
PO BOX 7010
MERRIFIELD
,
VA
22116
NONE
PC
GENERAL OPERATING SUPPORT
2,500
THE GOOD FOOD INSTITUTE
1380 MONROE ST NW 229
WASHINGTON
,
DC
20010
NONE
PC
GENERAL OPERATING SUPPORT
190,000
GRASSROOTS ARTISTS MOVEMENT
1958 FULTON ST
BROOKLYN
,
NY
11233
NONE
PC
GENERAL OPERATING SUPPORT
5,000
GREENFAITH INC
BROADWAY FL 2 1005
NEW YORK
,
NY
10001
NONE
PC
GENERAL OPERATING SUPPORT
2,500
GREENPEACE USA
702 H ST NW
WASHINGTON
,
DC
20001
NONE
PC
GENERAL OPERATING SUPPORT
2,500
HEALTHCARE WITHOUT HARM
12110 SUNSET HILLS RD 600
RESTON
,
VA
20190
NONE
PC
GENERAL OPERATING SUPPORT
2,500
HUMANE AMERICA ANIMAL FOUNDATION
310 N INDIAN HILL BLVD 800
CLAREMONT
,
CA
91711
NONE
PC
GENERAL OPERATING SUPPORT
20,000
IDEAGARDEN INSTITUTE INC
346 BROADWAY
KINGSTON
,
NY
12401
NONE
PC
GENERAL OPERATING SUPPORT
5,000
INQUIRING SYSTEMS INC
887 SONOMA AVE 23
SANTA ROSA
,
CA
95404
NONE
PC
GENERAL OPERATING SUPPORT
2,500
INSTITUTE FOR AGRICULTURE & TRADE POLICY
1700 SECOND ST NE 200
MINNEAPOLIS
,
MN
55413
NONE
PC
GENERAL OPERATING SUPPORT
5,000
KANSAS BLACK FARMERS ASSOCIATION
200 WASHINGTON ST
NICODEMUS
,
KS
67625
NONE
PC
GENERAL OPERATING SUPPORT
2,500
KANSAS CITY PIG RESCUE NETWORK INC
1307 E 21ST ST
KANSAS CITY
,
MO
64734
NONE
PC
GENERAL OPERATING SUPPORT
6,000
KARUNA FOUNDATION
HAPARANDADAM 2B-10
AK AMESTERDAM
1013
NL
NONE
PC
GENERAL OPERATING SUPPORT
5,000
LEADERSHIP COUNSEL FOR JUSTICE
2210 SAN JOAQUIN ST
FRESNO
,
CA
93721
NONE
PC
GENERAL OPERATING SUPPORT
10,000
MERCY FOR ANIMALS
8033 SUNSET BLVD 864
LOS ANGELES
,
CA
90046
NONE
PC
GENERAL OPERATING SUPPORT
70,000
MERIDIAN INSTITUTE
1800 M ST NW 400N
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
2,500
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM RD
EAST LANSING
,
MI
48824
NONE
PC
GENERAL OPERATING SUPPORT
5,000
MOVEMENT STRATEGY CENTER
436 14TH ST 425
OAKLAND
,
CA
94612
NONE
PC
GENERAL OPERATING SUPPORT
2,500
MULTIPLER
548 MARKET ST PMB 81178
SAN FRANCISCO
,
CA
94104
NONE
PC
GENERAL OPERATING SUPPORT
25,000
NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE
PO BOX 675
FLAGSTAFF
,
AZ
86002
NONE
PC
GENERAL OPERATING SUPPORT
2,500
NEW YORK UNIVERSITY
70 WASHINGTON SQUARE
NEW YORK
,
NY
10012
NONE
PC
GENERAL OPERATING SUPPORT
100,000
NORTHWESTERN UNIVERSITY
633 CLARK ST
EVANSTON
,
IL
60208
NONE
PC
GENERAL OPERATING SUPPORT
5,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 W 20TH ST 11TH FL
NEW YORK
,
NY
10011
NONE
PC
GENERAL OPERATING SUPPORT
2,500
OUR HEN HOUSE
77 PARK TERRACE EAST D19
NEW YORK
,
NY
10034
NONE
PC
GENERAL OPERATING SUPPORT
2,500
PEACE ADVOCACY NETWORK
PO BOX 2011
SOUTHEASTERN
,
PA
19399
NONE
PC
GENERAL OPERATING SUPPORT
2,500
PHYSICIANS ASSOCIATION FOR NUTRITION USA
PO BOX 1634
HOLLAND
,
MI
49422
NONE
PC
GENERAL OPERATING SUPPORT
2,500
PIVOT FOOD INVESTMENT INC
477 MADISON AVE 6TH FL
NEW YORK
,
NY
10022
NONE
PC
GENERAL OPERATING SUPPORT
2,500
PLANT BASED FOODS INSTITUTE
4 EMBARCADERO CENTER 1400
SAN FRANCISCO
,
CA
94111
NONE
PC
GENERAL OPERATING SUPPORT
10,000
PLANTATION PARK HEIGHTS URBAN FARM
3811 PARK HEIGHTS AVE
BALTIMORE
,
MD
21215
NONE
PC
GENERAL OPERATING SUPPORT
2,500
PROVEG INTERNATIONAL
1380 MONROE ST NW 222
WASHINGTON
,
DC
20010
NONE
PC
GENERAL OPERATING SUPPORT
12,500
PUBLIC JUSTICE FOUNDATION
1620 L ST NW 630
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
10,000
REDUCETARIAN FOUNDATION
8023 BEVERLY BLVD 1 BOX 314
LOS ANGELES
,
CA
90048
NONE
PC
GENERAL OPERATING SUPPORT
2,500
RESIST INC
PO BOX 301240
BOSTON
,
MA
02130
NONE
PC
GENERAL OPERATING SUPPORT
2,500
RETHINK PRIORITIES
530 DIVISADERO ST PMB 796
SAN FRANCISCO
,
CA
94117
NONE
PC
GENERAL OPERATING SUPPORT
2,500
RETHINK YOUR FOOD INC
12717 W SUNRISE BLVD 131
SUNRISE
,
FL
33323
NONE
PC
GENERAL OPERATING SUPPORT
2,500
SENTIENT MEDIA
18 BARTOL ST
SAN FRANCISCO
,
CA
94913
NONE
PC
GENERAL OPERATING SUPPORT
25,000
SHY 38 INC
2100 WILD HORSE RD
LAWRENCE
,
KS
66044
NONE
PC
GENERAL OPERATING SUPPORT
1,000
SOCIALLY RESPONSIBLE AGRICULTURE PROJECT
249 LIBERTY ST NE
SALEM
,
OR
97301
NONE
PC
GENERAL OPERATING SUPPORT
2,500
SOUL FIRE FARM INSTITUTE
1972 NY HWY 2
PETERSBURG
,
NY
12138
NONE
PC
GENERAL OPERATING SUPPORT
2,500
STRATEGIES FOR ETHICAL AND ENVIRONMENTAL DEVELOPMENT
1421 ORLEANS RD PMB 311
HARWICH
,
MA
02645
NONE
PC
GENERAL OPERATING SUPPORT
2,500
SUPERSEED
231-232 STRAND
LONDON
WC2R 1DA
UK
NONE
PC
GENERAL OPERATING SUPPORT
2,500
SUSTAINABLE AGRICULTURE SYSTEMS
133 E DE LA GUERRA 306
SANTA BARBARA
,
CA
93101
NONE
PC
GENERAL OPERATING SUPPORT
7,500
SWITCH4GOOD
26 AVANZARE
IRVINE
,
CA
92606
NONE
PC
GENERAL OPERATING SUPPORT
2,500
THE HOPI FOUNDATION
110 MAIN ST
KYKOTSMOVI VILLAGE
,
AZ
86039
NONE
PC
GENERAL OPERATING SUPPORT
2,500
THE HUMANE LEAGUE
PO BOX 10476
ROCKVILLE
,
MD
20849
NONE
PC
GENERAL OPERATING SUPPORT
2,500
THE POLLINATION PROJECT
1569 SOLANO AVE 643
BERKLEY
,
CA
94704
NONE
PC
GENERAL OPERATING SUPPORT
5,000
UNIVERSITY OF DENVER
2199 S UNIVERSITY BLVD
DENVER
,
CO
80208
NONE
PC
GENERAL OPERATING SUPPORT
5,000
VEGFUND INC
PO BOX 60042
WASHINGTON
,
DC
20039
NONE
PC
GENERAL OPERATING SUPPORT
7,500
VERMONT LAW SCHOOL
164 CHELSEA ST
SOUTH ROYALTON
,
VT
05068
NONE
PC
GENERAL OPERATING SUPPORT
25,000
VINE SANCTUARY
158 MASSEY RD
SPRINGFIELD
,
VT
05156
NONE
PC
GENERAL OPERATING SUPPORT
2,500
WILDAID
220 MONTGOMERY ST 1200
SAN FRANCISCO
,
CA
94104
NONE
PC
GENERAL OPERATING SUPPORT
2,500
WINROCK INTERNATIONAL
204 E 4TH ST
NORTH LITTLE ROCK
,
AR
72114
NONE
PC
GENERAL OPERATING SUPPORT
25,000
WORLD ANIMAL PROTECTION
535 8TH AVE 3RD FL
NEW YORK
,
NY
10018
NONE
PC
GENERAL OPERATING SUPPORT
2,500
ANIMAL GRANTMAKERS INC
1706 LOWER ELWHA RD
PORT ANGELES
,
WA
98363
NONE
PC
GENERAL OPERATING SUPPORT
2,500
BIG CAT RESCUE
12802 EASY ST
TAMPA
,
FL
33625
NONE
PC
GENERAL OPERATING SUPPORT
500
CENTER FOR CONTEMPORARY STUDIES
815 HARBOUR WAY S 17
RICHMOND
,
CA
94804
NONE
PC
GENERAL OPERATING SUPPORT
133,333
GREAT PLAINS SPCA
5422 ANTIOCH DR
MERRIAM
,
KS
66202
NONE
PC
GENERAL OPERATING SUPPORT
302,000
GREAT PYRENEES RESCUE OF MISSOURI
714 S 2ND AVENUE
GALLOWAY
,
NJ
08205
NONE
PC
GENERAL OPERATING SUPPORT
1,000
HUMANE SOCIETY INTERNATIONAL
1255 23RD ST NW 450
WASHINGTON
,
DC
20037
NONE
PC
GENERAL OPERATING SUPPORT
10,000
HUMANE SOCIETY OF GREATER KANSAS CITY
5455 PARALLEL PKWY
KANSAS CITY
,
KS
66104
NONE
PC
GENERAL OPERATING SUPPORT
1,000
KODIAKCARE CORPORATION
32 MICHAEL RD
SIMSBURY
,
CT
06070
NONE
PC
GENERAL OPERATING SUPPORT
2,000
LAWRENCE HUMANE SOCIETY
1805 E 19TH ST
LAWRENCE
,
KS
66046
NONE
PC
GENERAL OPERATING SUPPORT
2,500
LEAVENWORTH COUNTY HUMANE SOCIETY
100 W GILMAN RD
LANSING
,
KS
66043
NONE
PC
GENERAL OPERATING SUPPORT
4,000
MATERIAL INNOVATION INITIATIVE
952 SCHOOL CT 175
NAPA
,
CA
94559
NONE
PC
GENERAL OPERATING SUPPORT
55,000
MOCSA
3100 BROADWAY BLVD 400
KANSAS CITY
,
MO
64111
NONE
PC
GENERAL OPERATING SUPPORT
25,000
NATIONAL GREAT PYRENEES RESCUE INC
PO BOX 86
NANUET
,
NY
10954
NONE
PC
GENERAL OPERATING SUPPORT
30,000
OPERATION WILDLIFE INC
23375 GUTHRIE RD
LINWOOD
,
KS
66052
NONE
PC
GENERAL OPERATING SUPPORT
11,000
PAWSABILITIES
2073 E SANTA FE ST
OLATHE
,
KS
66062
NONE
PC
GENERAL OPERATING SUPPORT
1,000
PET RESOURCE CENTER OF KANSAS CITY
1116 E 59TH ST
KANSAS CITY
,
MO
64110
NONE
PC
GENERAL OPERATING SUPPORT
41,000
PRAIRIE PAWS ANIMAL SHELTER
3173 K-68 HWY
OTTAWA
,
KS
66067
NONE
PC
GENERAL OPERATING SUPPORT
1,000
RAINBOW MEADOWS EQUINE RESCUE
4768 K-157 HWY
JUNCTION CITY
,
KS
66441
NONE
PC
GENERAL OPERATING SUPPORT
24,000
ROSE BROOKS CENTER
PO BOX 320599
KANSAS CITY
,
MO
64132
NONE
PC
GENERAL OPERATING SUPPORT
6,000
SAFEHOME
PO BOX 4563
OVERLAND PARK
,
KS
66204
NONE
PC
GENERAL OPERATINGSUPPORT
6,000
SAN FRANCISCO SAMOYED RESCUE
PO BOX 4215
SAN RAFAEL
,
CA
94913
NONE
PC
GENERAL OPERATING SUPPORT
6,000
THE HUMANE SOCIETY OF THE UNITED STATES
1255 23RD ST NW 450
WASHINGTON
,
DC
20037
NONE
PC
GENERAL OPERATING SUPPORT
285,000
UNEGA MOUNTAIN DOG RESCUE
PO BOX 2134
KETCHUM
,
ID
83340
NONE
PC
GENERAL OPERATING SUPPORT
2,000
KANSAS PET PROTECTION FOUNDATION
11460 TOMAHAWK CREEK PKWY 300
LEAWOOD
,
KS
66211
COMMON BOARD ADVISORS AND AFFILIATIONS
PC
GENERAL OPERATING SUPPORT
370,000
STRAY DOG INSTITUTE
11460 TOMAHAWK CREEK PKWY 300
LEAWOOD
,
KS
66211
COMMON BOARD ADVISORS AND AFFILIATIONS
PC
GENERAL OPERATING SUPPORT
800,000
AFRO-VEGAN SOCIETY
13 LAURENCE BROOKE RD
CATONSVILLE
,
MD
21228
NONE
PC
GENERAL OPERATING SUPPORT
2,500
ANIMAL ADVOCACY CAREERS
201 CENTER ST 112 PMB 3347
ANAHEIM
,
CA
92805
NONE
PC
GENERAL OPERATING SUPPORT
5,000
ANIMAL DEFENSE PARTNERSHIP
933 SAW MILL RD 242
ARDSLEY
,
NY
10502
NONE
PC
GENERAL OPERATING SUPPORT
5,000
ANIMAL EQUALITY
8581 SANTA MONICA BLVD 350
LOS ANGELES
,
CA
90069
NONE
PC
GENERAL OPERATING SUPPORT
2,500
APEX ADVOCACY
PO BOX 371656
DECATUR
,
GA
30037
NONE
PC
GENERAL OPERATING SUPPORT
2,500
BEYOND CARNISM
700 N VALLEY ST B
ANAHEIM
,
CA
92801
NONE
PC
GENERAL OPERATING SUPPORT
10,000
Total
.................................
3a
3,473,833
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2022)
Page 12
Form 990-PF (2022)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
25,768
4
Dividends and interest from securities
....
14
435,165
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
12,517
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
473,450
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
473,450
(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.)
Form
990-PF
(2022)
Page 13
Form 990-PF (2022)
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?
...........
Yes
No
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.
2023-05-30
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
ERIN S MORGAN
Preparer's Signature
Date
Check if self-
employed
PTIN
P00710515
Firm's name
RUBINBROWN LLP
Firm's EIN
43-0765316
Firm's address
1200 MAIN STREET SUITE 1000
KANSAS CITY
,
MO
64105
Phone no.
(816) 472-1122
Form
990-PF
(2022)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description