SUNDERLAND FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUNDERLAND FOUNDATION (EIN 44-6011082)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349100828
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T12:54:49-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446011082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUNDERLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUND | BusinessNameControlTxt |
| Phone | 9133356454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 W 112TH STREET 320 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J RANDALL VANCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9133356454 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE M KIRK | PreparerPersonNm |
| PTIN | P01336551 | PTIN |
| Phone | 8164721122 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,017,130,762 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,323,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,242,928 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,273,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $360,658,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,492,087 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $400,689 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$126,219 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $57,998,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,608,796 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $539,477 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $215,791 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $323,686 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $76,093 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $30,437 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $45,656 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $146,873 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $58,749 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $88,124 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $45,156 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $22,578 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,578 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,942,703 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,001,314 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $942,938 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $244,370 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,763 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $408,378 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $408,378 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,999 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,550 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,449 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,121,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,581,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $914,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,342,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,342,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,464,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,581,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,256,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$164,466,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,027,507 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $56,793,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,320,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,320,714 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,342,017 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $3,480,098 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,342,017 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,342,017 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $462,661,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $403,877,645 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $403,877,645 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $362,162,530 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $306,111,953 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $306,111,953 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $230,993,633 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $241,978,433 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $241,978,433 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,500,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,118,590,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,017,130,762 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,017,130,762 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $73,594 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $347,474 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $73,594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $347,474 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,472,070,151 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,472,070,151 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$353,552,971 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$455,286,863 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,118,517,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,016,783,288 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,118,590,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,017,130,762 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,118,517,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$164,466,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $62,732,149 | OtherIncreasesAmt |
| Subtotal | $1,016,783,288 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,016,783,288 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-12-31 | $360,463,798 | $326,166,187 | $34,297,611 | $34,297,611 | |
| CAPITAL GAIN DISTRIBUTIONS | 2023-12-31 | $5,244 | $5,244 | $5,244 | P | |
| LONG-TERM CAPITAL GAIN FROM PASSTHROUGHS | 2023-12-31 | $189,232 | $189,232 | $189,232 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,492,087 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $820,482 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $820,482 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $820,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $633,789 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $440,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,073,789 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $253,307 | OverpaymentAmt |
| Applied To ES Tax | $253,307 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SUNDERLAND.ORG | WebsiteAddressTxt |
| Individual With Books | RANDY VANCE PRESIDENT | IndividualWithBooksNm |
| Phone | 9133356454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 W 112TH STREET SUITE 320 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENT SUNDERLAND | ||||||||
| 5700 W 112TH STREET | OVERLAND PARK | KS | 66211 | CHAIRMAN, TRUSTEE | 1.00 | $12,000 | $0 | $0 |
| CHARLES SUNDERLAND | ||||||||
| 5700 W 112TH STREET | OVERLAND PARK | KS | 66211 | SECRETARY & TREASURER, TRUSTEE | 1.00 | $12,000 | $0 | $0 |
| WILLIAM SUNDERLAND | ||||||||
| 5700 W 112TH STREET | OVERLAND PARK | KS | 66211 | TRUSTEE | 1.00 | $12,000 | $0 | $0 |
| THOMAS SUNDERLAND | ||||||||
| 5700 W 112TH STREET | OVERLAND PARK | KS | 66211 | TRUSTEE | 1.00 | $12,000 | $21,457 | $0 |
| JENNIFER MAYHEW | ||||||||
| 5700 W 112TH STREET | OVERLAND PARK | KS | 66211 | TRUSTEE | 1.00 | $12,000 | $0 | $0 |
| LEIGH FOSTER | ||||||||
| 5700 W 112TH STREET | OVERLAND PARK | KS | 66211 | TRUSTEE | 1.00 | $12,000 | $0 | $0 |
| EMERY GOLSON | ||||||||
| 5700 W 112TH STREET | OVERLAND PARK | KS | 66211 | TRUSTEE | 1.00 | $12,000 | $21,187 | $0 |
| MICHELLE BUCKNER | ||||||||
| 5700 W 112TH STREET | OVERLAND PARK | KS | 66211 | TRUSTEE | 1.00 | $12,000 | $15,567 | $0 |
| RANDY VANCE | ||||||||
| 5700 W 112TH STREET | OVERLAND PARK | KS | 66211 | PRESIDENT, COO | 40.00 | $443,477 | $79,088 | $0 |
| GRANT SUNDERLAND | ||||||||
| 5700 W 112TH STREET | OVERLAND PARK | KS | 66211 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE JAMES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 W 112TH STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANT ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $76,539 | CompensationAmt |
| Employee Benefits | $5,893 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 MAIN STREET SUITE 2100 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $1,908,767 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,037,059,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,907,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,082,966,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,082,966,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,244,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,066,722,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,336,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,336,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $820,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $820,482 | TotalTaxAmt |
| Distributable Before Adj | $52,515,624 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $400,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,915,624 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,915,624 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,256,685 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $219,256,685 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,915,624 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,273,151 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $80,497,020 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $119,541,777 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,094,655 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $153,743,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $484,150,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,256,685 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,915,624 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $166,341,061 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $650,491,466 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $17,273,151 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $633,218,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $80,497,020 | ExcessFromYear4Amt |
| Excess From Year3 | $119,541,777 | ExcessFromYear3Amt |
| Excess From Year2 | $113,094,655 | ExcessFromYear2Amt |
| Excess From Year1 | $153,743,802 | ExcessFromYear1Amt |
| Excess From Current Year | $166,341,061 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE SUNDERLAND FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 W 112TH STREET SUITE 320 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9133356454 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE FOR REQUIRED MATERIALS AND INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GEOGRAPHIC LIMITATIONS APPLY. SEE WEBSITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (228 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A TURNING POINT | ||||||||
| 1900 NE ENGLEWOOD RD | GLADSTONE | MO | 64118 | NONE | PC | RENOVATE SPACE TO CREATE THE INSTITUTE TRAINING PROGRAM | $25,000 | |
| ABILITY KC | ||||||||
| 1020 E 12TH STREET | KANSAS CITY | MO | 64106 | NONE | PC | UPGRADE TECHNOLOGY INFRASTRUCTURE | $250,000 | |
| AD HOC GROUP AGAINST CRIME | ||||||||
| 104 VIETNAM VETERANS MEMORIAL DR | KANSAS CITY | MO | 64111 | NONE | PC | CONSTRUCT NEW CENTER FOR JUSTICE & HEAL]NG | $1,600,000 | |
| AGRICULTURE FUTURE OF AMERICA | ||||||||
| 11500 N AMBASSADOR DR 306 | KANSAS CITY | MO | 64153 | NONE | PC | TECHNOLOGY & SYSTEM UPGRADES | $200,000 | |
| AMALGAMATED FOUNDATION | ||||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GRANT SUNDERLAND 2023 DAF FUNDING | $3,000,000 | |
| AMALGAMATED FOUNDATION | ||||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | EMPOWERING ACTIVISM, HARNESING GENEROSITY & LEVERAGING TECHNOLOGY | $300,000 | |
| AMERICAN CANCER SOCIETY KANSAS CITY METRO | ||||||||
| 1100 PENNSYLVANIA AVE | KANSAS CITY | MO | 64105 | NONE | PC | HOPE LODGE CAPITAL IMPROVEMENTS | $1,000,000 | |
| AMERICAN ROYAL ASSOCIATIONS | ||||||||
| 1701 AMERICAN ROYAL COURT | KANSAS CITY | MO | 64102 | NONE | PC | ON THE RISE CAMPAIGN | $5,000,000 | |
| AMETHYST PLACE INC | ||||||||
| 2735A TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | FACILITY EXPANSIONS | $2,000,000 | |
| ANGELS AMONG US | ||||||||
| 220 N 89TH ST 101 | OMAHA | NE | 68114 | NONE | PC | CONSTRUCT HOPE CENTER FOR PEDIATRIC CANCER PATIENTS | $30,000 | |
| ARBOR DAY FOUNDATION | ||||||||
| 211 NORTH 12TH ST | LINCOLN | NE | 68508 | NONE | PC | GLOBAL MISSION GALLERY & TRAIL TREAD PROJECT | $1,500,000 | |
| ARKANSAS TECH UNIVERSITY FOUNDATION | ||||||||
| 1509 N BOULDER AVENUE ADM 209 | RUSSELLVILLE | AR | 72801 | NONE | PC | CONSTRUCT STUDENT UNION FACILITY | $350,000 | |
| ARTSKC REGIONAL ARTS CONUNCIL | ||||||||
| 106 SOUTHWEST BLVD | KANSAS CITY | MO | 64108 | NONE | PC | RENOVATE AND EXPAND OFFICE SPACE | $75,000 | |
| BAYLOR UNIVERSITY | ||||||||
| 1311 S 5TH STREET | WACO | TX | 76706 | NONE | PC | RENOVATE & RESTORE TIDWELL BIBLE BUILDING | $3,000,000 | |
| BELLEVUE UNIVERSITY | ||||||||
| 1000 GALVIN RD S | BELLEVUE | NE | 68005 | NONE | PC | CONSTRUCT TEACHER CENTER OF EXCELLENCE | $360,000 | |
| BENEDICTINE COLLEGE | ||||||||
| 1020 N 2ND ST | ATCHISON | KS | 66002 | NONE | PC | CONSTRUCT NEW LIBRARY FACILITY | $1,500,000 | |
| BETHEL NEIGHBORHOOD CENTER | ||||||||
| 14 S 7TH STREET | KANSAS CITY | KS | 66101 | NONE | PC | MULTI-PURPOSE ACTIVITY CENTER CONSTRUCTION PROJECT | $200,000 | |
| BETTER TOGETHER PLAYGROUND | ||||||||
| 233 N STATE HIGHWAY Z | WILLARD | MO | 65781 | NONE | PC | CONSTRUCT INCLUSIVE PLAYGROUND | $66,000 | |
| BIG BROTHERS BIG SISTERS OF KANSAS CITY | ||||||||
| 1709 WALNUT STREET | KANSAS CITY | MO | 64108 | NONE | PC | COMPLETE WATERPROOFING PROJECT | $213,130 | |
| BOREALIS PHILANTHROPY | ||||||||
| 721 N 1ST STREET | MINNEAPOLIS | MN | 55403 | NONE | PC | GRANT TO FUND PROJECTS | $1,000,000 | |
| BOY SCOUTS OF AMERICA-OZARK COUNCIL | ||||||||
| 1616 S EASTGATE AVE | SPRINGFIELD | MO | 65809 | NONE | PC | CAMP ARROWHEAD POOL AND STAFF SHOWER HOUSE UPGRADES | $150,000 | |
| BOYS AND GIRLS CLUBS OF SKAGIT COUNTY | ||||||||
| 3302 CEDARDALE RD SUITE A-100 | MOUNT VERNON | WA | 98274 | NONE | PC | CONSTUCT ANACORTES DISCOVERY EARLY LEARNING CENTER | $100,000 | |
| BRIDGES TO HOPE | ||||||||
| 3107 S 6TH ST STE 107 | LINCOLN | NE | 68502 | NONE | PC | PROVIDES BASIC HOUSEHOLD FURNITURE, CLOTHING, AND PERSONAL HYGIENE PRODUCTS | $250,000 | |
| CAL RIPKEN SR FOUNDATION INC | ||||||||
| 1427 CLARKVIEW ROAD SUITE 100 | BALTIMORE | MD | 21209 | NONE | PC | CONSTRUCT INCLUSIVE PLAYGROUND IN UNIVERSITY PLACE, WA | $100,000 | |
| CASA FOR DOUGLAS COUNTY | ||||||||
| 2412 ST MARYS AVE | OMAHA | NE | 68105 | NONE | PC | OFFICE IMPROVEMENTS | $25,000 | |
| CASCADE PUBLIC MEDIA | ||||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | NONE | PC | NEW BUILDING FOR LOCAL PBS STATION | $250,000 | |
| CATHOLIC CHARITIES OF KANSAS CITY STJOSEPH | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | RENOVATE SERVE AND LIFT FACILITY | $1,250,000 | 250 |
| CEDARS HOME FOR CHILDREN FOUNDATION INC | ||||||||
| 6601 PIONEERS BLVD 1 | LINCOLN | NE | 68506 | NONE | PC | EXPAND EMERGENCY SHELTER | $200,000 | |
| CENTER FOR DEVELOPMENTALLY DISABLED | ||||||||
| 9150 E 41ST TERRACE | KANSAS CITY | MO | 64133 | NONE | PC | CONSTRUCT HOUSING FOR DEVELOPMENTALLY DISABLED ADULTS | $750,000 | |
| CENTER FOR PRACTICAL BIOETHICS | ||||||||
| 1111 MAIN STREET 500 | KANSAS CITY | MO | 64105 | NONE | PC | AI INFRASTRUCTURE FRAMEWORK DEVELOPMENT 2023 | $175,000 | |
| CENTRAL KANSAS COMMUNITY FOUNDATION- ALL TOGETHER NOW FUND | ||||||||
| 415 N POPLAR ST | NEWTON | KS | 67114 | NONE | PC | SLATE CREEK INCLUSIVE PLAYGROUND | $100,000 | |
| CHANUTE COMMUNITY FOUNDATION | ||||||||
| PO BOX 558 | CHANUTE | KS | 66720 | NONE | PC | SANTA FE PARK PLAYGROUND UPDATES | $100,000 | |
| CHILD SAVING INSTITUTE INC | ||||||||
| 4545 DODGE ST | OMAHA | NE | 68132 | NONE | PC | EXPAND FACILITY FOR PROGRAMMING | $500,000 | |
| CHILDREN'S HOME SOCIETY OF WASHINGTON | ||||||||
| 12360 LAKE CITY WAY NE STE 100 | SEATTLE | WA | 98125 | NONE | PC | CONSTRUCT NORTH SEATTLE FAMILY RESOURCE CENTER | $250,000 | |
| CHILDRENS MERCY HOSPITAL | ||||||||
| 10301 HICKMAN MILLS DR | KANSAS CITY | MO | 64137 | NONE | PC | CONSTRUCT PEDIATIRIC MENTAL HEALTH FACILITY | $10,000,000 | |
| CHILDRENS MERCY HOSPITAL | ||||||||
| 10301 HICKMAN MILLS DR | KANSAS CITY | MO | 64137 | NONE | PC | 2023 SPONSOR OF FIRST TEE TOM WATSON GOLF TOURNAMENT | $25,000 | |
| CHILDSTRIVE | ||||||||
| 14 E CASINO RD | EVERETT | WA | 98208 | NONE | PC | RENOVATE VILLAGE BUILDING | $100,000 | |
| CHRISTIAN HOME ASSOCIATION CHILDRENS SQUARE USA | ||||||||
| 520 N 7TH S | COUNCIL BLUFFS | IA | 51503 | NONE | PC | PARKING LOT REPAIRS | $30,000 | |
| CHRISTMAS IN OCTOBER | ||||||||
| 3261 ROANOKE ROAD | KANSAS CITY | MO | 64111 | NONE | PC | 2023 RAMPS AND RESTORATION PROJECT | $35,000 | |
| CITY UNION MISSION | ||||||||
| 1100 EAST 11TH STREET | KANSAS CITY | MO | 64106 | NONE | PC | BUILDING AND FACILITY REPAIRS | $350,000 | |
| CLIMA FUND | ||||||||
| 548 MARKET STREET SUITE 62831 | SAN FRANCISCO | CA | 94104 | NONE | PC | 2023 SUPPORT FOR GRASSROOTS CLIMATE GROUPS | $400,000 | |
| COMMUNITY HEALTH COUNCIL OF WYANDOTTE COUNTY INC | ||||||||
| 803 ARMSTRONG AVE | KANSAS CITY | KS | 66101 | NONE | PC | BUILDING RENOVATIONS | $70,000 | |
| COMPREHENSIVE LIFE RESOURCES | ||||||||
| 1305 TACOMA AVE S STE 305 | TACOMA | WA | 98402 | NONE | PC | RENOVATE INTEGRATED CARE CENTER | $500,000 | |
| CORE INFLUENCER INSTITUTE | ||||||||
| 300 E 39TH STREET SUITE 1G | KANSAS CITY | MO | 64111 | NONE | PC | ENDING VIOLENCE CAMPAIGN | $500,000 | |
| COSMOSPHERE | ||||||||
| 1100 N PLUM ST | HUTCHINSON | KS | 67501 | NONE | PC | GALLERY AND EXHIBIT UPDATES | $1,000,000 | |
| COWLEY COLLEGE | ||||||||
| 125 S 2ND ST | ARKANSAS CITY | KS | 67005 | NONE | PC | CONSTRUCT NEW CAREER AND TECHNICAL EDUCATION CENTER | $800,000 | |
| DOUGLAS COUNTY CASA INC | ||||||||
| 725 N 2ND ST STE M | LAWRENCE | KS | 66044 | NONE | PC | PURCHASE AND RENOVATE OFFICE SPACE | $300,000 | |
| DOUGLAS COUNTY HISTORICAL SOCIETY | ||||||||
| 1047 MASSACHUSETTS ST | LAWRENCE | KS | 66044 | NONE | PC | HELP PRESERVE AND SHARE DOUGLAS COUNTY CULTURAL HERITAGE | $122,009 | |
| DOWNTOWN KANSAS CITY CIVIC VENTURES | ||||||||
| 1000 WALNUT 200 | KANSAS CITY | MO | 64106 | NONE | PC | LAUNCH KC SOCIAL VENTURE STUDIO | $350,000 | |
| ECONOMIC CLUB OF KANSAS CITY | ||||||||
| 1 MEMORIAL DR | KANSAS CITY | MO | 64198 | NONE | PC | 2024 MEMBERSHIP | $2,750 | |
| EISENHOWER FOUNDATION | ||||||||
| 200 S E 4TH ST | ABILENE | KS | 67401 | NONE | PC | CONSTRUCT IKE EDUCATION CENTER | $1,000,000 | |
| EL CENTRO DE LA RAZA | ||||||||
| 2524 16TH AVE S | SEATTLE | WA | 98144 | NONE | PC | COLUMBIA CITY AFFORDABLE HOUSING PROJECT | $250,000 | |
| EL MUSEO LATINO | ||||||||
| 4701 S 25TH ST | OMAHA | NE | 68107 | NONE | PC | RENOVATE AND EXPAND EL MUSEO LATINO MUSEUM | $250,000 | |
| EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY | ||||||||
| 3318 92ND ST S | LAKEWOOD | WA | 98499 | NONE | PC | CONSTRUCT WAREHOUSE FOR LAKEWOOD CAMPUS | $250,000 | |
| EMPORIA ARTS COUNCIL | ||||||||
| 815 COMMERCIAL ST | EMPORIA | KS | 66801 | NONE | PC | CONSTRUCT ART INNOVATION LAB AND UPDATE CLAY STUDIO | $90,000 | |
| EMPORIA STATE UNIVERSITY | ||||||||
| 1 KELLOGG CIRCLE | EMPORIA | KS | 66801 | NONE | PC | CONSTRUCT NURSING AND STUDENT WELLNESS FACILITY | $5,000,000 | |
| EPEC THE GROOMING PROJECT (PAWSPERITY GROOMING SCHOOL) | ||||||||
| 5805 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | FACILITY EXPANSIONS | $300,000 | |
| FIDELITY CHARITABLE | ||||||||
| 100 CROSBY PARKWAY | COVINGTON | KY | 41015 | NONE | PC | FUND RANDY VANCE DAF FUND FOR 2023 | $150,000 | |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 2432 MAIN STREET | LONGMONT | CO | 80501 | NONE | PC | NATIVE LANGUAGE IMMERSION INITIATIVE | $500,000 | |
| FOOD BANK FOR THE HEARTLAND | ||||||||
| 10525 J ST | OMAHA | NE | 68127 | NONE | PC | EXPAND FOOD BANK FACILITY | $1,000,000 | |
| FOOTPRINTS INC | ||||||||
| 4501 TROOST AVENUE | KANSAS CITY | MO | 64110 | NONE | PC | CONSTRUCT HEROES HOME GATE VETERANS SHELTER | $500,000 | |
| FREEDOM GATES BOYS RANCH | ||||||||
| PO BOX 302 | KIOWA | KS | 67070 | NONE | PC | CONSTRUCT CAMPUS CENTER BUILDING | $50,000 | |
| FRIENDS OF ARROW ROCK INC | ||||||||
| 310 MAIN ST | ARROW ROCK | MO | 65320 | NONE | PC | BUILDING RESTORATION PROJECT | $230,000 | |
| FRIENDS OF JOHNSON COUNTY DEVELOPMENTAL SUPPORTS | ||||||||
| 10501 LACKMAN ROAD | LENEXA | KS | 66219 | NONE | PC | 2023 SUPPORT FOR HOME RENOVATIONS AND REMODEL | $198,000 | |
| FRIENDS UNIVERSITY | ||||||||
| 2100 W UNIV AVE | WICHITA | KS | 67213 | NONE | PC | CONSTRUCT MECHANICAL ENGINEERING AND VISUAL ARTS LAB | $250,000 | |
| GAN CHABAD TORAH CENTER LNC - KC KOSHER MEALS ON WHEELS | ||||||||
| 6201 INDIAN CREEK DRIVE | OVERLAND PARK | KS | 66207 | NONE | PC | EXPAND FACILITY FOR MEALS ON WHEELS AND COMMUNITY PROGRAMMING | $100,000 | |
| GATHERING TREE | ||||||||
| 2801 E DIVISION ST | SPRINGFIELD | MO | 65803 | NONE | PC | BUILD COMMUNITY CENTER AT EDEN VILLAGE 3 LOCATION | $125,000 | |
| GENERATING INCOME FOR TOMORROW | ||||||||
| 5008 PROSPECT | KANSAS CITY | MO | 64130 | NONE | PC | PURCHASE AND RENOVATE OFFICE SPACE | $500,000 | |
| GIRL SCOUTS DIAMONDS OF AR OK & TX | ||||||||
| 251 MADISON 8580 | HUNSTSVILLE | AR | 72740 | NONE | PC | ROAD UPGRADES AT CAMP NOARK | $25,000 | |
| GIRL SCOUTS SPIRIT OF NEBRASKA | ||||||||
| 2121 S 44TH ST | OMAHA | NE | 68105 | NONE | PC | CONSTRUCT DREAM LAB FOR TROOP USE | $100,000 | |
| GOLDMAN SACHS PHILANTHROPY FUND ALBANY NY | ||||||||
| 200 WEST ST FL 15 | NEW YORK CITY | NY | 10282 | NONE | PC | MAYHEW FAMILY FUND 2023 DAF PAYMENT | $3,000,000 | |
| GOLDMAN SACHS PHILANTHROPY FUND ALBANY NY | ||||||||
| 200 WEST ST FL 15 | NEW YORK CITY | NY | 10282 | NONE | PC | MICHELLE BUCKNER 2023 DAF FUNDING | $2,000,000 | |
| GOLDMAN SACHS PHILANTHROPY FUND ALBANY NY | ||||||||
| 200 WEST ST FL 15 | NEW YORK CITY | NY | 10282 | NONE | PC | MICHELLE BUCKNER FAMILY FUND 2023 DAF | $1,000,000 | |
| GOLDMAN SACHS PHILANTHROPY FUND ALBANY NY | ||||||||
| 200 WEST ST FL 15 | NEW YORK CITY | NY | 10282 | NONE | PC | 2023 DAF FOR FOSTER FAMILY FUND | $3,000,000 | |
| GOOD SAMARITAN BOYS RANCH | ||||||||
| 420 E NORTON RD | SPRINGFIELD | MO | 65803 | NONE | PC | RESOURCE CENTER FOR YOUTH IN FOSTER CARE | $48,700 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | NONE | PC | SUNDERLAND FAMILY FUND DAF (KENT SUNDERLAND) | $2,000,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | NONE | PC | FUND CHARLES & ANGELA SUNDERLAND DAF | $1,000,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BOULEVARD 130 | KANSAS CITY | MO | 64105 | NONE | PC | 2023 DONATION FOR HISPANIC FUND | $100,000 | |
| GUADALUPE CENTER | ||||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | FACILITY RENOVATIONS AND UPGRADES | $1,000,000 | |
| GUADALUPE CLINIC INC | ||||||||
| 940 SOUTH ST FRANCIS | WICHITA | KS | 67211 | NONE | PC | HVAC REPLACEMENT | $28,525 | |
| HABITAT FOR HUMANITY COUNCIL BLUFFS | ||||||||
| 1216 S MAIN STREET | COUNCIL BLUFFS | IA | 51503 | NONE | PC | CONSTRUCT 4 AFFORDABLE HOMES AND REPAIRS FOR 2024 | $150,000 | |
| HABITAT FOR HUMANITY OF OMAHA | ||||||||
| 1229 MILLWORK AVE SUITE 301 | OMAHA | NE | 68102 | NONE | PC | BLUESTEM PRAIRIE HOME DEVELOPMENT | $1,500,000 | |
| HABITAT FOR HUMANITY OF SPRINGFIELD MISSOURI INC | ||||||||
| 2410 S SCENIC AVE | SPRINGFIELD | MO | 65807 | NONE | PC | HOME CONSTRUCTION IN LEGACY TRAIL AREA | $250,000 | |
| HARBOR HOUSE DBA HOSPICE HOUSE THE JOSIE HARPER RESIDENCE | ||||||||
| 7415 CEDAR ST | OMAHA | NE | 68124 | NONE | PC | RENOVATE JOSIE HARPER HOSPICE RESIDENCE | $200,000 | |
| HASTINGS COLLEGE FOUNDATION | ||||||||
| 1001 N 6TH AVE | HASTINGS | NE | 68901 | NONE | PC | HURLEY MCDONALD HALL RENOVATION | $225,000 | |
| HEART OF AMERICA SHAKESPEARE FESTIVAL | ||||||||
| 3732 MAIN STREET | KANSAS CITY | MO | 64111 | NONE | PC | 2023 PRODUCTION CONTRIBUTION | $60,000 | |
| HEARTLAND FAMILY SERVICE | ||||||||
| 2101 S 42ND STREET | OMAHA | NE | 68105 | NONE | PC | RESURFACE BROADWAY PARKING LOT | $40,000 | |
| HEARTSTRINGS COMMUNITY FOUNDATION | ||||||||
| 11599 S RIDGEVIEW RD | OLATHE | KS | 66061 | NONE | PC | RENOVATE BANK BUILDING SPACE | $40,000 | |
| HELPING HANDS PROJECT ORGANIZATION | ||||||||
| 1314 26TH ST | EVERETT | WA | 98201 | NONE | PC | RENOVATE OUTPATIENT BEHAVIORAL HEALTH CLINIC | $275,000 | |
| HIGHLAND COMMUNITY COLLEGE | ||||||||
| 606 WEST MAIN ST | HIGHLAND | KS | 66035 | NONE | PC | RENOVATE WELDING LAB AT ATCHISON TECH CENTER CAMPUS | $150,000 | |
| HILLCREST PLATTE COUNTY | ||||||||
| 6501 N COSBY AVE | RIVERSIDE | MO | 64151 | NONE | PC | RENOVATE TRANSITIONAL HOUSING UNITS | $35,000 | |
| HILLCREST TRANSITIONAL HOUSING | ||||||||
| 738 N 31 STREET | KANSAS CITY | MO | 66102 | NONE | PC | CAPITAL UPGRADES AND IMPROVEMENTS | $750,000 | |
| HOPEWORKS SOCIAL ENTERPRISES | ||||||||
| 3331 BROADWAY | EVERETT | WA | 98201 | NONE | PC | CONSTRUCT CULINARY TRAINING ACADEMY | $200,000 | |
| IMPACT ASSETS INC | ||||||||
| 4340 EAST WEST HIGHWAY SUITE 210 | BETHESDA | MD | 20814 | NONE | PC | FUND 2023 DAF FOR EMERY GOLDSON TUMBLEWEED FUND | $3,000,000 | |
| IMPACT ASSETS INC | ||||||||
| 4340 EAST WEST HIGHWAY SUITE 210 | BETHESDA | MD | 20814 | NONE | PC | 2023 DAF FUNDS FOR THOMAS SUNDERLAND 526 FUND | $3,000,000 | |
| INDEPENDENCE HISTORICAL MUSEUM INC (IHMAC) | ||||||||
| 123 N 8TH | INDEPENDENCE | KS | 67301 | NONE | PC | INTERIOR BUILDING RENOVATIONS | $30,000 | |
| IOLA THEATRE ASSOCIATION | ||||||||
| 1935 SW PEMBROKE LN | TOPEKA | KS | 66604 | NONE | PC | THEATER MARQUEE AND LOBBY RENOVATIONS | $300,000 | |
| JERUSALEM FARM | ||||||||
| 520 GARFIELD AVE | KANSAS CITY | MO | 64124 | NONE | PC | PURCHASE SOLAR POWER SYSTEMS FOR NE KANSAS CITY HOMEOWNERS | $150,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 425 E 63RD ST | KANSAS CITY | MO | 64110 | NONE | PC | FACILITY IMPROVEMENTS AT BROOKSIDE LOCATION | $200,000 | |
| JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||||
| 12345 COLLEGE BOULEVARD | OVERLAND PARK | KS | 66210 | NONE | PC | 2023 SOME ENCHANTED EVENING SPONSOR | $25,000 | |
| JOSLYN CASTLE TRUST INC | ||||||||
| 3902 DAVENPORT ST | OMAHA | NE | 68131 | NONE | PC | RENOVATE JOSLYN CONSERVATORY BUILDING | $100,000 | |
| JOURNEY TO NEW LIFE | ||||||||
| 3120 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | RENOVATE 3120 TROOST, THE JOURNEY HOUSE AND PEACE HOUSE | $150,000 | |
| JUSTICE FOR OUR NEIGHBORS- NEBRASKA | ||||||||
| 4223 CENTER ST | OMAHA | NE | 68105 | NONE | PC | RENOVATE AND REMODEL OFFICE HEADQUARTERS | $500,000 | |
| KANBE'S MARKETS | ||||||||
| 3119 TERRACE ST | KANSAS CITY | MO | 64111 | NONE | PC | EXPAND FACILITY OPERATIONS | $45,000 | |
| KANSAS 4-H FOUNDATION | ||||||||
| 1680 CHARLES PL | MANHATTAN | KS | 66502 | NONE | PC | EXPAND FACILITY FOR TENN LEADERSHIP PROGRAM AND STONEYBROOK VILLAGE RENOVATIONS | $1,400,000 | |
| KANSAS CITY AVIATION MUSEUM | ||||||||
| 3350 GEORGE WASHINGTON BLVD | WICHITA | KS | 67210 | NONE | PC | RENOVATE SPACE FOR EDUCATIONAL CENTER | $50,000 | |
| KANSAS CITY HOSPICE AND PALLATIVE CARE | ||||||||
| 9001 STATE LINE RD 300 | KANSAS CITY | MO | 64114 | NONE | PC | FACILITY RENOVATIONS | $650,000 | |
| KANSAS CITY KANSAS COMMUNITY COLLEGE | ||||||||
| 7250 STATE AVE | KANSAS CITY | KS | 66112 | NONE | PC | CONSTRUCTION OF DOWNTOWN COMMUNITY EDUCATION CENTER IN KCK | $6,250,000 | |
| KANSAS CITY KANSAS COMMUNITY COLLEGE | ||||||||
| 7250 STATE AVE | KANSAS CITY | KS | 66112 | NONE | PC | CONSTRUCT DOWNTOWN KC KANSAS EDUCATION CENTER | $3,500,000 | |
| KANSAS CITY PUBLIC TELEVISION | ||||||||
| 125 E 31ST STREET | KANSAS CITY | MO | 64108 | NONE | PC | TV STUDIO RENEVATIONS | $825,000 | |
| KANSAS CITY REPERTORY THEATRE | ||||||||
| 4949 CHERRY ST | KANSAS CITY | MO | 64110 | NONE | PC | TECHNOLOGY, SOUND, AND LIGHT UPDATES | $200,000 | |
| KANSAS CITY UNIVERSITY OF MEDICINE & BIOSCIENCES | ||||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 64106 | NONE | PC | ESTABLISH CENTER FOR POPULATION HEALTH AND EQUITY | $5,000,000 | |
| KANSAS CITY YOUNG AUDIENCES | ||||||||
| 3732 MAIN STREET | KANSAS CITY | MO | 64111 | NONE | PC | HVAC REPLACEMENT | $12,500 | |
| KANSAS ELKS TRAINING CENTER FOR THE HANDICAPPED INC | ||||||||
| 1006 E WATERMAN ST | WICHITA | KS | 67211 | NONE | PC | TECHNOLOGY UPGRADES | $50,000 | |
| KANSAS FOOD BANK | ||||||||
| 1919 E DOUGLAS AVE | WICHITA | KS | 67211 | NONE | PC | EXPAND WAREHOUSE FACILITIES | $2,000,000 | |
| KANSAS PUBLIC TELECOMMUNICATIONS SERVICE INC | ||||||||
| 8710 E 32ND ST N | WICHITA | KS | 67226 | NONE | PC | PURCHASE NEW TRANSMITTER AND SERVERS | $200,000 | |
| KC BLIND ALL-STARS FOUNDATION | ||||||||
| 1100 STATE AVENUE | KANSAS CITY | KS | 66102 | NONE | PC | RESURFACE TRACK AT KANSAS STATE SCHOOL FOR THE BLIND | $58,449 | |
| KC PEOPLE'S FUND | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PF | FUND OPERATING EXPENSES FOR NEW FOUNDATION SET UP | $250,000 | |
| KEARNEY ENRICHMENT COUNCIL | ||||||||
| 106 S JEFFERSON ST | KEARNEY | MO | 64060 | NONE | PC | SPARK ACADEMY RENOVATIONS | $178,357 | |
| KIWANIS FOUNDATION OF SPRINGFIELD SOUTH | ||||||||
| 2705 S LUSTER AVE | SPRINGFIELD | MO | 64804 | NONE | PC | BUILD INCLUSIVE PLAYGROUND AT MILLER PARK | $100,000 | |
| LAFAYETTE HOUSE | ||||||||
| 1809 S CONNOR AVE | JOPLIN | MO | 64804 | NONE | PC | RENOVATE RESTROOMS | $93,000 | |
| LAHAI HEALTH | ||||||||
| 19820 SCRIBER LAKE RD SUITE 2 | LYNNWOOD | WA | 98036 | NONE | PC | HALLER LAKE CLINIC EXPANSION | $30,000 | |
| LAKEMARY CENTER | ||||||||
| 100 LAKEMARY DR | PAOLA | KS | 66071 | NONE | PC | CONSTRUCT 40 BED PSYCHIATRIC RESIDENTAL TREATMENT CENTER | $5,000,000 | |
| LAURITZEN GARDENS | ||||||||
| 100 BANCROFT ST | OMAHA | NE | 68108 | NONE | PC | BUILD CHILDRENS GARDEN AND HORTICULTURE COMPLEX | $250,000 | |
| LAWRENCE HABITAT FOR HUMANITY | ||||||||
| 720 CONNECTICUT STREET | LAWRENCE | KS | 66044 | NONE | PC | FUND CRITICAL HOME REPAIRS | $80,000 | |
| LEGAL AID OF WESTERN MISSOURI | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | IVANHOE NEIGHBORHOOD IMPACT PROJECT | $226,763 | SUITE 300 |
| LIBERTY CENTER ASSOCIATION FOR THE ARTS | ||||||||
| 111 WEST 5TH ST | SEDALIA | MO | 65301 | NONE | PC | RENOVATE HAYDEN LIBERTY CENTER THEATRE | $200,000 | |
| LIBERTY HOSPITAL FOUNDATION | ||||||||
| 2525 GLENN HENDREN DR | LIBERTY | MO | 64068 | NONE | PC | UPDATES TO TREEHOUSE RESTORATIVE RESIDENCE | $495,000 | |
| LIBERTY MEMORIAL ASSOCIATION | ||||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | NONE | PC | MUSEUM UPDATES AND RENOVATION | $3,000,000 | |
| LIBERTY MEMORIAL ASSOCIATION | ||||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | NONE | PC | 2023 NIGHT AT TOWER SPONSOR | $15,000 | |
| LILYS HOUSE | ||||||||
| 104 N KENTUCKY ST | ADRIAN | MO | 64720 | NONE | PC | CREATE TRANSITIONAL HOUSING | $75,000 | |
| LINCOLN CHILDRENS MUSEUM | ||||||||
| 1420 P ST | LINCOLN | NE | 68508 | NONE | PC | CLIMBER PROJECT | $100,000 | |
| LINCOLN LITERACY COUNCIL | ||||||||
| 1023 LINCOLN MALL 104 | LINCOLN | NE | 68508 | NONE | PC | PURCHASE AND RENOVATE BUILDING | $100,000 | |
| LITTLE BIT THERAPEUTIC RIDING CENTER | ||||||||
| 18675 NE 106TH ST | REDMOND | WA | 98052 | NONE | PC | RENOVATE CARETAKER HOME | $50,000 | |
| LYRIC OPERA OF KANSAS CITY | ||||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | FACILITY UPGRADES AND SET CONSTRUCTION | $400,000 | |
| MATT TALBOT KITCHEN AND OUTREACH INC | ||||||||
| 2121 N 27TH ST | LINCOLN | NE | 68503 | NONE | PC | FACILITY EXPANSION PLUS GARAGE CONSTRUCTION | $100,000 | |
| MCPHERSON HOUSING COALITION | ||||||||
| 1826 14TH AVENUE | MCPHERSON | KS | 67460 | NONE | PC | OAK HARBOR EMERGENCY SHELTER | $25,000 | |
| MD ANDERSON CANCER CENTER | ||||||||
| 1515 HOLOCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | CLL SURVIVORSHIP PROGRAM | $250,000 | |
| METROPOLITAN COMMUNITY COLLEGE FOUNDATION | ||||||||
| 3200 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | CONSTRUCT AUTOMOTIVE INSTITUTE AT LONGVIEW CAMPUS | $5,000,000 | |
| METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT | ||||||||
| 3100 BROADWAY STE 400 | KANSAS CITY | MO | 64111 | NONE | PC | RENOVATE SPACE FOR PERMANENT HOME FOR SEXUAL VIOLENCE SURVIVORS | $4,500,000 | |
| MIDAMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION | ||||||||
| 600 BROADWAY BLVD SUITE 200 | KANSAS CITY | MO | 64105 | NONE | PC | ENERGY CONSERVATION NETWORK | $400,000 | |
| MIDLAND CARE | ||||||||
| 200 SW FRAZIER CIR | TOPEKA | KS | 66606 | NONE | PC | CONSTRUCT FACILITY FOR JOHNSON COUNTY PACE PROGRAM | $1,500,000 | |
| MORNING GLORY MINISTRIES | ||||||||
| 1112 BROADWAY BLVD | KANSAS CITY | MO | 64105 | NONE | PC | RENOVATE COMMUNITY SERVICE BUILDING | $300,000 | |
| MORRILL PUBLIC LIBRARY | ||||||||
| 431 OREGAN ST | HIAWATHA | KS | 66434 | NONE | PC | UPDATE LIBRARY ELEVATOR | $32,000 | |
| MOTHERS REFUGE | ||||||||
| 3721 SOUTH DELRIDGE ROAD | INDEPENDENCE | MO | 64052 | NONE | PC | RENOVATE NEW FACILITY FOR PROGRAM EXPANSION | $1,500,000 | |
| MOUNT MITCHELL PRAIRIE GUARDS INC | ||||||||
| 29377 MITCHELL PRAIRIE LN | WAMEGO | KS | 66547 | NONE | PC | BUILD NEW INTERPRETIVE CENTER | $25,000 | |
| MUSIC THEATER HERITAGE INC | ||||||||
| 2450 GRAND BLVD SUITE 301 | KANSAS CITY | MO | 64108 | NONE | PC | LOBBY ENCLOSURE & REHEARSAL HALL RENOVATIONS | $60,000 | |
| MUSICARTS INSTITUTE | ||||||||
| 1010 S PEARL ST | INDEPENDENCE | MO | 64050 | NONE | PC | BUILDING RENOVATIONS | $60,000 | |
| NEBRASKA CHILDRENS HOME SOCIETY INC | ||||||||
| 4939 SOUTH 118TH STREET | OMAHA | NE | 68137 | NONE | PC | BUILDING AND INFRASTRUCTURE UPDATES | $90,000 | |
| NEBRASKA CITY VETERANS MEMORIAL BUILDING PROJECT | ||||||||
| 810 1ST CORSO | NEBRASKA CITY | NE | 68410 | NONE | PC | FACILITY RENOVATIONS STAGE, AUDITORIUM, AND KITCHEN | $100,000 | |
| NEIGHBORHOOD LEGAL SUPPORT OF KANSAS CITY | ||||||||
| 815 W 53RD TERRACE | KANSAS CITY | MO | 64112 | NONE | PC | PROVIDE LEGAL ASSISTANCE AND OTHER SUPPORT TO EMPOWER URBAN CORE NEIGHBORHOODS | $495,500 | |
| NEIGHBORWORKS LINCOLN | ||||||||
| 2530 Q STREET | LINCOLN | NE | 68503 | NONE | PC | 2023 REHAB FUNDS FOR 30-35 PROPERTIES | $300,000 | |
| NEWMAN UNIVERSITY | ||||||||
| 3100 MCCORMICK ST | WICHITA | KS | 67213 | NONE | PC | CONSTRUCT STUDENT SUCCESS AND WELCOME CENTER | $350,000 | |
| NEWTON COMMUNITY & HEALTHCARE FOUNDATION | ||||||||
| PO BOX 548 | NEWTON | KS | 67114 | NONE | PC | CONSTRUCT BEHAVIORAL HEALTH ADDITION IN ER | $500,000 | |
| NORTH CENTRAL MISSOURI COLLEGE FOUNDATION INC | ||||||||
| 1301 MAIN ST | TRENTON | MO | 64683 | NONE | PC | CONSTRUCT NEW STUDENT CENTER | $1,500,000 | |
| NORTH CENTRAL MISSOURI COLLEGE FOUNDATION INC | ||||||||
| 1301 MAIN ST | TRENTON | MO | 64683 | NONE | PC | CONSTRUCT NURSING & HEALTH EDUCATION BUILDING IN SAVANNAH, MO | $1,000,000 | |
| NORTHLAND SHEPHERD'S CENTER | ||||||||
| 5601 NE ANTIOCH RD 12 | GLADSTONE | MO | 64119 | NONE | PC | RENOVATE OFFICE SPACE | $50,000 | |
| OMAHA CHILDRENS MUSEUM | ||||||||
| 500 S 20TH ST | OMAHA | NE | 68102 | NONE | PC | FACILITY UPDATES | $68,000 | |
| OMAHA PERFORMING ARTS | ||||||||
| 1200 DOUGLAS ST | OMAHA | NE | 68102 | NONE | PC | CONSTRUCT CENTER FOR ARTS ENGAGEMENT | $1,000,000 | |
| OTTAWA UNIVERSITY | ||||||||
| 1001 S CEDAR ST | OTTAWA | KS | 66067 | NONE | PC | CONSTRUCT SKILL AND SIMULATION LAB FOR NURSING STUDENTS | $400,000 | |
| PACIFIC LUTHERAN UNIVERSITY | ||||||||
| 12180 PARK AVENUE S | TACOMA | WA | 98447 | NONE | PC | SCIENCE EDUCATION FACILITY RENOVATIONS | $1,000,000 | |
| PATHWAY TO HOPE INC | ||||||||
| 2410 E SANTA FE ST | OLATHE | KS | 66062 | NONE | PC | FACILITY EXPANSION | $139,500 | |
| PEASLEE TECH | ||||||||
| 2920 HASKELL AVE STE 100 | LAWRENCE | KS | 66046 | NONE | PC | CONSTRUCT SOLAR ENERGY EDUCATION LAB | $75,000 | |
| PERIGEE FUND | ||||||||
| 1601 5TH AVE SUITE 1900 | SEATTLE | WA | 98101 | NONE | PC | MENTAL HEALTH PRACTICES FOR MATERNAL AND INFANT WELL BEING | $250,000 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW STE 550 S | WASHINGTON DC | DC | 20036 | NONE | PC | 2023 ANNUAL MEMBERSHIP FEE | $6,000 | |
| PLATTE SENIOR SERVICES INC | ||||||||
| 11724 NW PLAZA CIR | KANSAS CITY | MO | 64153 | NONE | PC | RENOVATE NEW SPACE FOR SENIOR CENTER AND MEALS ON WHEELS PROGRAM | $30,000 | |
| POLK COUNTY LIBRARY | ||||||||
| 1690 W BROADWAY ST | BOLIVAR | MO | 65613 | NONE | PC | IMPROVEMENTS TO RAYL FAMILY LIBRARY IN BOLIVAR, MISSOURI | $250,000 | |
| POTTAWATTAMIE COUNTY DEVELOPMENT CORPORATION | ||||||||
| 1228 S MAIN ST | COUNCIL BLUFFS | IA | 51503 | NONE | PC | SCOTT STREET BUILDING RENOVATION | $200,000 | |
| PROJECT HARMONY | ||||||||
| 11949 Q ST | OMAHA | NE | 68137 | NONE | PC | BUILDING RENOVATIONS | $250,000 | |
| RABBLE MILL | ||||||||
| 1111 N 13TH ST SUITE 407 | OMAHA | NE | 68102 | NONE | PC | RENOVATE THE BAY OMAHA YOUTH CENTER | $100,000 | |
| RAINBOWS UNITED INC | ||||||||
| 3223 OLIVER | WICHITA | KS | 67220 | NONE | PC | CONSTRUCT SPECIAL NEEDS PLAYGROUND | $25,000 | |
| RAPHA HOUSE INTERNATIONAL INC | ||||||||
| 712 S MAIN ST | JOPLIN | MO | 64801 | NONE | PC | EXPAND AND RENOVATE NEW FACILITY | $100,000 | |
| REDISCOVER | ||||||||
| 1555 NE RICE RD | LEES SUMMIT | MO | 64086 | NONE | PC | CONSTRUCT NEW YOUTH BEHAVIORAL HEALTH URGENT CARE CLINIC | $1,000,000 | |
| RESTART INC | ||||||||
| 918 E 9TH ST | KANSAS CITY | MO | 64106 | NONE | PC | REPLACE HVAC | $66,000 | |
| RONALD MCDONALD HOUSE CHARITIES- KANSAS CITY | ||||||||
| 2525 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | EXPAND RONALD MCDONALD ROOM INSIDE CHILDREN'S MERCY HOSPITAL | $1,000,000 | |
| ROSE BROOKS CENTER | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | NONE | PC | SECURITY AND TECHNOLOGY UPGRADES | $750,000 | |
| ROTARY CLUB YOUTH CAMP | ||||||||
| 22310 NE COLBERN RD | LEES SUMMIT | MO | 64086 | NONE | PC | RENOVATE FACILITY MANAGER RESIDENCE | $300,000 | |
| RVC SEATTLE DBA RENTON INNOVATION ZONE PARTNERSHIP | ||||||||
| 3407 NE 2ND ST | RENTON | WA | 98056 | NONE | PC | SKYWAY RESOURCE CENTER RENOVATION | $200,000 | |
| SALINA AREA TECHNICAL COLLEGE | ||||||||
| 2562 CENTENNIAL RD | SALINA | KS | 67401 | NONE | PC | BUILD CLASSROOM, LAB, AND SHOP FOR INDUSTRIAL MAINTENANCE AND AUTOMATION PROGRAM | $400,000 | |
| SALVATION ARMY - KANSAS CITY | ||||||||
| 6723 STATE AVENUE | KANSAS CITY | MO | 66102 | NONE | PC | RED KETTLE MATCH, FEEDING PROGRAMS, & $20 BILL CHALLENGE | $150,000 | |
| SAMUEL U RODGERS HEALTH CENTER | ||||||||
| 825 EUCLID AVE | KANSAS CITY | MO | 64124 | NONE | PC | CONSTRUCT PEDIATIRIC WING EXPANSION | $3,000,000 | |
| SANTA MONICA HOUSE | ||||||||
| 130 N 39TH ST | OMAHA | NE | 68131 | NONE | PC | TRANSITIONAL LIVING RENOVATIONS | $50,000 | |
| SEATTLE FOUNDATION | ||||||||
| 1601 5TH AVE 1900 | SEATTLE | WA | 98101 | NONE | PC | 2023 PAYMENT FOR INCLUSIVE RECOVERY FUND | $1,000,000 | |
| SEATTLE FOUNDATION | ||||||||
| 1601 5TH AVE 1900 | SEATTLE | WA | 98101 | NONE | PC | BILL SUNDERLAND SUNDERLAND FUND NORTHWEST DAF | $1,000,000 | |
| SEATTLE FOUNDATION | ||||||||
| 1601 5TH AVE 1900 | SEATTLE | WA | 98101 | NONE | PC | BILL SUNDERLAND 2023 DAF TO SUNDERLAND FUND NORTHWEST | $2,000,000 | |
| SEATTLE REPERTORY THEATRE | ||||||||
| 155 MERCER ST | SEATTLE | WA | 98109 | NONE | PC | FACILITY UPGRADES AND RENOVATIONS | $200,000 | |
| SECOND HARVEST COMMUNITY FOODBANK | ||||||||
| 915 DOUGLAS ST | ST JOSEPH | MO | 64506 | NONE | PC | COLD STORAGE AND HIGH DOCK EXPANSION | $350,000 | |
| SERENITY HOUSE OF CLALLAM COUNTY | ||||||||
| PO BOX 4047 | PORT ANGELES | WA | 98363 | NONE | PC | REPLACE ROOF ON SERENITY THRIFT STORE | $50,000 | |
| SEVENTY FIVE NORTH REVITALIZATION CORPORATION | ||||||||
| 2112 N 30TH ST 200 | OMAHA | NE | 68111 | NONE | PC | HIGHLANDER GREENHOUSE REMODEL | $200,000 | |
| SHELTER KC | ||||||||
| 1520 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | RENOVATE MENS CENTER AND FACILITY EXPANSION | $2,000,000 | |
| SIMPLE FOUNDATION | ||||||||
| 3003 Q ST | OMAHA | NE | 68107 | NONE | PC | HVAC REPLACEMENT | $125,000 | |
| SISTERS IN CHRIST | ||||||||
| 6317 EVANSTON AVE | RAYTOWN | MO | 64133 | NONE | PC | RENOVATE SPACE FOR RECOVERY HOUSING | $50,000 | |
| SNOHOMISH COUNTY COUNCIL OF THE SOCIETY OF ST VINCENT DE PAUL | ||||||||
| 6424 BROADWAY | EVERETT | WA | 98203 | NONE | PC | UPDATES AT MONROE RESOURCE CENTER & THRIFT STORE | $40,000 | |
| SWOPE HEALTH SERVICES | ||||||||
| 3801 BLUE PARKWAY | KANSAS CITY | MO | 64130 | NONE | PC | KCK COMMUNITY HEALTH AND WELLNESS CENTER | $2,500,000 | |
| SWOPE HEALTH SERVICES | ||||||||
| 3801 BLUE PARKWAY | KANSAS CITY | MO | 64130 | NONE | PC | CONSTRUCT CLINIC IN KCK COMMUNITY COLLEGE DOWNTOWN COMMUNITY EDUCATION CENTER | $1,250,000 | |
| SYNERGY SERVICES | ||||||||
| 400 E 6 ST | PARKVILLE | WA | 64152 | NONE | PC | FOREST HILL VILLAGE TRANSITIONAL HOUSING PROJECT | $2,000,000 | |
| THE GLOBAL ORPHAN PROJECT INC | ||||||||
| 3161 WYANDOTTE STREET | KANSAS CITY | MO | 64111 | NONE | PC | HOME OFFICE CAPITAL IMPROVEMENTS | $60,000 | |
| THE GOLDEN SCOOP LLC | ||||||||
| 9540 NALL AVE | OVERLAND PARK | KS | 66207 | NONE | PC | EXPAND PROGRAM WITH NEW OVERLAND PARK LOCATION | $200,000 | |
| THE HUB ARGENTINE INC | ||||||||
| 3730 METROPOLITAN AVE | KANSAS CITY | KS | 66106 | NONE | PC | COMMUNITY CENTER EXPANSION AND RENOVATION | $150,000 | |
| THE MUSEUM OF FLIGHT | ||||||||
| 9404 E MARGINAL WAY SOUTH | SEATTLE | WA | 98108 | NONE | PC | UPGRADE THREE SERVICE ELEVATORS | $370,000 | |
| THE NATURE CONSERVANCY ARKANSAS | ||||||||
| 601 N UNIVERSITY AVE 2 | LITTLE ROCK | AR | 72205 | NONE | PC | RENOVATE KINGS RIVER DECK HOUSE | $75,000 | |
| THE NEW HOPE CENTER KC | ||||||||
| 4300 INDEPENENCE AVE | KANSAS CITY | MO | 64124 | NONE | PC | SECURITY UPDATES | $81,000 | |
| THE SOLUTIONS PROJECT | ||||||||
| 4096 PIEDMONT AVE 728 | OAKLAND | CA | 94611 | NONE | PC | OPERATING SUPPORT | $1,000,000 | |
| TNC COMMUNITY | ||||||||
| 12404 E US HWY 40 | INDEPENDENCE | MO | 64055 | NONE | PC | RENOVATE NEW HEADQUARTERS SPACE | $150,000 | |
| TRI-COUNTY FOUNDATION INC | ||||||||
| 3100 NE 83RD ST STE 1001 | KANSAS CITY | MO | 64119 | NONE | PC | RENOVATE NORTHLAND HUMAN SERVICES BUILDING | $125,000 | |
| TRUE LIGHT FAMILY RESOURCE CENTER | ||||||||
| 712 E 31ST ST | KANSAS CITY | MO | 64109 | NONE | PC | RENOVATE FAMILY RESOURCE CENTER | $149,976 | |
| TRUMAN HEARTLAND COMMUNITY FOUNDATION | ||||||||
| 4200 LITTLE BLUE PKWY 340 | INDEPENDENCE | MO | 64057 | NONE | PC | CONSTRUCT INCLUSIVE PLAYGROUND AT HARRISONVILLE KIWANIS CLUB | $130,305 | |
| TRUMAN MEDICAL CENTER FOUNDATION | ||||||||
| 2310 HOLMES STREET | KANSAS CITY | MO | 64108 | NONE | PC | CONSTRUCT CENTER FOR RECOVERY & WELLNESS | $2,000,000 | |
| TRUMAN MEDICAL CENTER FOUNDATION | ||||||||
| 2310 HOLMES STREET | KANSAS CITY | MO | 64108 | NONE | PC | FINAL PAYMENT FOR NICU CONSTRUCTION | $2,000,000 | |
| TRUST NEIGHBORHOODS | ||||||||
| 1737 WALNUT ST SUITE C | KANSAS CITY | MO | 64108 | NONE | PC | NORTHEAST NEIGHBORHOOD HOUSING | $2,000,000 | |
| UNITED WAY OF GREATER KANSAS CITY | ||||||||
| 801 W 47TH STREET | KANSAS CITY | MO | 64112 | NONE | PC | COMMUNITY CARE FUND | $2,000,000 | |
| UNITED WAY OF KING COUNTY | ||||||||
| 720 2ND AVE | SEATTLE | WA | 98104 | NONE | PC | 2023 COMMUNITY PROJECT SUPPORT | $1,000,000 | |
| UNITED WAY OF PIERCE COUNTY | ||||||||
| 1501 PACIFIC AVE 400 | TACOMA | WA | 98402 | NONE | PC | 2023 COMMUNITY PROGRAM SUPPORT | $200,000 | |
| UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION | ||||||||
| 1981 CONSTANT AVENUE | LAWRENCE | KS | 66047 | NONE | PC | 2023 DONATION CANCER CENTER CONSTRUCTION | $25,000,000 | |
| UNIVERSITY OF KANSAS ENDOWMENT ASSOCIATION | ||||||||
| 1981 CONSTANT AVENUE | LAWRENCE | KS | 66047 | NONE | PC | ECONOMIC DEVELOPMENT PROPERTY GOALS | $3,795,783 | |
| UNIVERSITY OF MISSOURI KANSAS CITY - FOUNDATION | ||||||||
| 5115 OAK STREET 202 | KANSAS CITY | MO | 64112 | NONE | PC | CONSTRUCTION HEALTH BUILDING PAYMENT #2 | $10,000,000 | |
| UNIVERSITY OF MISSOURI KANSAS CITY - FOUNDATION | ||||||||
| 5115 OAK STREET 202 | KANSAS CITY | MO | 64112 | NONE | PC | BUILD NEW HOME FOR THE KCUR RADIO STATION | $5,000,000 | |
| UNIVERSITY OF ST MARY | ||||||||
| 4100 S 4TH ST | LEAVENWORTH | KS | 66048 | NONE | PC | CONSTRUCT NEW RESIDENCE HALL | $500,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| 4333 BROOKLYN AVENUE NE | SEATTLE | WA | 98105 | NONE | PC | FINAL PAYMENT FOR HARING CENTER | $10,000,000 | |
| VINE MAPLE PLACE | ||||||||
| 21730 DORRE DON WAY SE | MAPLE VALLEY | WA | 98038 | NONE | PC | REMODEL BUILDING FOR EXPANSION OF COUNSELING SERVICES | $50,000 | |
| WASHBURN UNIVERSITY FOUNDATION | ||||||||
| 1729 SW MACVICAR AVE | TOPEKA | KS | 66604 | NONE | PC | RENOVATE HENDERSON LEARNING CENTER BUILDING | $1,000,000 | |
| WELCOME HOUSE INC | ||||||||
| 1414 E 27TH STREET | KANSAS CITY | MO | 64108 | NONE | PC | RECOVERY FOR LIFE CAPITAL CAMPAIGN | $850,000 | |
| WELLBEING INITIATIVE INC | ||||||||
| 5530 O ST 2 | LINCOLN | NE | 68510 | NONE | PC | EAST WING SPACE RENOVATION | $40,000 | |
| WEST CENTRAL MISSOURI COMMUNITY ACTION AGENCY | ||||||||
| 112 W 4TH ST | APPLETON CITY | MO | 64724 | NONE | PC | PARKING LOT UPDATES AT LISTON CENTER | $100,000 | |
| WONDERSCOPE | ||||||||
| 433 E RED BRIDGE ROAD | KANSAS CITY | MO | 64131 | NONE | PC | BUILDING UPGRADES AND REPAIRS | $26,971 | |
| WORNALL MAJORS HOUSE MUSEUMS | ||||||||
| 6115 WORNALL ROAD | KANSAS CITY | MO | 64113 | NONE | PC | UPDATESS TO ALEXANDER MAJORS BARN | $30,000 | |
| YOUTH EMERGENCY SERVICES | ||||||||
| 2566 FARNAM ST | OMAHA | NE | 68131 | NONE | PC | HOUSING CAMPUS PROJECT CONSTRUCTION | $1,500,000 | |
| YOUTH VOLUNTEER CORPS OF GREATER KANSAS CITY | ||||||||
| 1025 JEFFERSON STREET | KANSAS CITY | MO | 64105 | NONE | PC | CONSTRUCTION AND STEM RELATED PROJECTS IN YVC NETWORK | $333,333 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,342,551 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMALGAMATED FOUNDATION | |||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | SUPPORT HOUSES FUND | $300,000 |
| BOREALIS PHILANTHROPY | |||||||
| 721 N 1ST STREET | MINNEAPOLIS | MN | 55403 | NONE | PC | GENERAL AND OPERATING SUPPORT | $1,000,000 |
| CHILDRENS MERCY HOSPITAL | |||||||
| 10301 HICKMAN MILLS DR | KANSAS CITY | MO | 64137 | NONE | PC | CONSTRUCT PEDIATRIC MENTAL HEALTH FACILITY | $40,000,000 |
| CLIMA FUND | |||||||
| 548 MARKET STREET SUITE 62831 | SAN FRANCISCO | CA | 94104 | NONE | PC | FUND GRASSROOTS CLIMATE GROUPS | $400,000 |
| CORE INFLUENCER INSTITUTE | |||||||
| 300 E 39TH STREET SUITE 1G | KANSAS CITY | MO | 64111 | NONE | PC | ENDING VIOLENCE CAMPAIGN | $1,000,000 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||
| 2432 MAIN STREET | LONGMONT | CO | 80501 | NONE | PC | NATIVE LANGUAGE IMMERSION INITIATIVE | $500,000 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | NONE | PC | FUND HISPANIC DEVELOPMENT | $100,000 |
| KANBE'S MARKETS | |||||||
| 3119 TERRACE ST | KANSAS CITY | MO | 64111 | NONE | PC | EXPAND FACILITY OPERATIONS | $955,000 |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLOCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | EXPAND SURVIVORSHIP CLINIC | $250,000 |
| PERIGEE FUND | |||||||
| 1601 5TH AVE SUITE 1900 | SEATTLE | WA | 98101 | NONE | PC | SUPPORT MENTAL WELLNESS PROGRAMS FOR MOTHERS AND INFANTS | $250,000 |
| SEATTLE FOUNDATION | |||||||
| 1601 5TH AVE 1900 | SEATTLE | WA | 98101 | NONE | PC | FUND FOR INCLUSIVE ENERGY | $1,000,000 |
| THE SOLUTIONS PROJECT | |||||||
| 4096 PIEDMONT AVE 728 | OAKLAND | CA | 94611 | NONE | PC | OPERATING SUPPORT | $1,000,000 |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 801 W 47TH STREET | KANSAS CITY | MO | 64112 | NONE | PC | COMMUNITY FUND SUPPORT | $6,000,000 |
| UNITED WAY OF KING COUNTY | |||||||
| 720 2ND AVE | SEATTLE | WA | 98104 | NONE | PC | COMMUNITY PROJECT SUPPORT | $1,000,000 |
| UNITED WAY OF PIERCE COUNTY | |||||||
| 1501 PACIFIC AVE 400 | TACOMA | WA | 98402 | NONE | PC | COMMUNITY PROGRAM SUPPORT | $200,000 |
| UNIVERSITY OF KANSAS MEDICAL CENTER | |||||||
| 1981 CONSTANT AVENUE | LAWRENCE | KS | 66047 | NONE | PC | KU CANCER CENTER CONSTRUCTION | $50,000,000 |
| UNIVERSITY OF MISSOURI KANSAS CITY - FOUNDATION | |||||||
| 5115 OAK STREET 202 | KANSAS CITY | MO | 64112 | NONE | PC | CONSTRUCTION OF NEW HEALTH BUILDING | $10,000,000 |
| YOUTH VOLUNTEER CORPS OF GREATER KANSAS CITY | |||||||
| 1025 JEFFERSON STREET | KANSAS CITY | MO | 64105 | NONE | PC | CONSTRUCTION AND STEM RELATED PROJECTS IN YVC NETWORK | $666,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $114,621,666 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,323,440 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,273,998 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| SETTLEMENT/CLASS ACTION/LAWSUIT PROCEEDS | 01 | $689 | |
| RETURNED DONATION | 01 | $400,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,598,127 | ExclusionAmt |
| Related Or Exempt Function Incm | $400,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,998,127 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | RETURNED DONATIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KC PEOPLE'S FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 BROADWAY BLVD SUITE 130 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-10-18 | GrantDt |
| Grant | $250,000 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATIONS AND SUPPORT. | PurposeOfGrantTxt |
| Expended By Grantee | $123,689 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 02/08/2024 | DatesOfReportsByGranteeTxt |
| Verification | 2024-02-08 | VerificationDt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOUNDATION IS EXEMPT FROM FILING WITH THE KANSAS ATTORNEY GENERAL UNDER THE KANSAS REGULATIONS. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (108 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AERCAP IRELAND CAPITAL DESIGNA 3.3% 01/30/2032 USD SR | $885,080 | $885,080 |
| AERCAP IRELAND CAPITAL DESIGNA 3.4% 10/29/2033 USD SR | $1,770,548 | $1,770,548 |
| AGILENT TECHNOLOGIES INC 2.1% 06/04/2030 USD SR LIEN | $1,987,787 | $1,987,787 |
| AIR LEASE CORPORATION 5.85% 12/15/2027 USD SR LIEN | $864,578 | $864,578 |
| AMERICAN TOWER CORPORATION 1.5% 01/31/2028 USD SR | $2,264,867 | $2,264,867 |
| APPLE INC. 3.2% 05/11/2027 USD SR LIEN | $2,918,143 | $2,918,143 |
| AUTOMATIC DATA PROCESSING, INC 1.25% 09/01/2030 USD | $2,521,678 | $2,521,678 |
| AVALONBAY COMMUNITIES, INC. MTN 3.45% 06/01/2025 | $2,625,927 | $2,625,927 |
| B.A.T. CAPITAL CORPORATION 3.222% 08/15/2024 USD SR LIEN | $1,643,156 | $1,643,156 |
| B.A.T. CAPITAL CORPORATION 4.7% 04/02/2027 USD SR LIEN | $1,797,784 | $1,797,784 |
| BANCO SANTANDER, S.A. 2.749% 12/03/2030 USD SUB LIEN | $2,836,988 | $2,836,988 |
| BANK OF AMERICA CORPORATION HYBRID MTN 06/19/2026 | $1,412,715 | $1,412,715 |
| BANK OF AMERICA CORPORATION HYBRID MTN 07/23/2029 | $3,610,450 | $3,610,450 |
| BANK OF MONTREAL HYBRID MTN 01/22/2027 USD SR LIEN | $739,284 | $739,284 |
| BB&T CORPORATION MTN 2.85% 10/26/2024 USD SR LIEN | $393,334 | $393,334 |
| BOEING COMPANY (THE) 2.196% 02/04/2026 USD SR LIEN | $1,795,761 | $1,795,761 |
| BP CAP MARKETS AMERICA 3.41% 02/11/2026 USD SR LIEN | $1,983,012 | $1,983,012 |
| BP CAP MARKETS AMERICA 3.543% 04/06/2027 USD SR LIEN | $313,020 | $313,020 |
| BP CAPITAL MARKETS P.L.C. 3.279% 09/19/2027 USD SR LIEN | $2,417,940 | $2,417,940 |
| BRISTOL-MYERS SQUIBB COMPANY 3.9% 02/20/2028 USD | $1,495,480 | $1,495,480 |
| CANADIAN IMPERIAL BANK OF COMM 2.25% 01/28/2025 USD | $845,618 | $845,618 |
| CAPITAL ONE FINANCIAL CORPORAT HYBRID 05/10/2033 USD | $881,494 | $881,494 |
| CHEVRON USA INC 3.85% 01/15/2028 USD SR LIEN | $3,128,231 | $3,128,231 |
| CITIGROUP INC. HYBRID 07/24/2028 USD SR LIEN | $218,184 | $218,184 |
| CITIGROUP INC. HYBRID 11/05/2030 USD SR LIEN | $918,512 | $918,512 |
| COMCAST CORP 4.25% 10/15/2030 USD SR LIEN | $608,563 | $608,563 |
| COMCAST CORPORATION 3.375% 08/15/2025 USD SR LIEN | $3,030,563 | $3,030,563 |
| COSTCO WHOLESALE CORP 1.75% 04/20/2032 USD SR LIEN | $2,103,750 | $2,103,750 |
| COSTCO WHOLESALE CORP 2.75% 05/18/2024 SR LIEN NEXT | $397,154 | $397,154 |
| CROWN CASTLE INTL CORP 1.35% 07/15/2025 USD SR LIEN | $1,638,379 | $1,638,379 |
| CVS HEALTH CORPORATION 3.625% 04/01/2027 USD SR LIEN | $713,540 | $713,540 |
| DISCOVER BANK HYBRID 08/09/2028 USD SER BKNT SUB LIEN | $1,471,221 | $1,471,221 |
| DTE ELECTRIC COMPANY 2.625% 03/01/2031 USD SER C SR LIEN | $1,830,879 | $1,830,879 |
| DUKE ENERGY PROGRESS, LLC 2.0% 08/15/2031 USD SR LIEN | $2,460,750 | $2,460,750 |
| EATON VANCE INCOME FUND OF BOSTON | $32,926,160 | $32,926,160 |
| EOG RESOURCES, INC. 3.9% 04/01/2035 USD SR LIEN | $1,267,806 | $1,267,806 |
| ESTEE LAUDER CO INC 2.375% 12/01/2029 USD SR LIEN | $1,835,668 | $1,835,668 |
| FEDERAL HOME LOAN BANK SYSTEM 3.0% 09/11/2026 SER | $8,189,402 | $8,189,402 |
| FEDERATED HERMES HIGH YIELD BOND FUND | $33,074,723 | $33,074,723 |
| FHLB 3.25% 11/16/2028 | $3,009,518 | $3,009,518 |
| GENERAL MOTORS CO 4.2% 10/01/2027 USD SR LIEN | $200,440 | $200,440 |
| GILEAD SCIENCES INC. 4.6% 09/01/2035 USD SR LIEN NEXT | $2,942,278 | $2,942,278 |
| GOLDMAN SACHS BANK USA DEPOSIT | $185,933 | $185,933 |
| GS FINANCIAL SQUARE GOVERNMENT FUND | $2,957,939 | $2,957,939 |
| HORMEL FOODS CORP 1.7% 06/03/2028 USD SR LIEN | $800,747 | $800,747 |
| HSBC HOLDINGS PLC HYBRID 06/19/2029 USD SR LIEN CPN | $2,007,402 | $2,007,402 |
| IBM CORPORATION 3.625% 02/12/2024 | $404,623 | $404,623 |
| ING GROEP N.V. 4.05% 04/09/2029 USD SR LIEN | $975,285 | $975,285 |
| JOHNSON & JOHNSON 4.375% 12/05/2033 USD SR LIEN | $4,551,575 | $4,551,575 |
| JPMORGAN CHASE & CO. HYBRID 02/01/2028 USD SR LIEN | $1,287,898 | $1,287,898 |
| JPMORGAN CHASE & CO. HYBRID 10/15/2030 USD SR LIEN | $3,753,195 | $3,753,195 |
| KLA-TENCOR CORPORATION 4.65% 11/01/2024 USD SR LIEN | $755,372 | $755,372 |
| KROGER CO 4.5% 01/15/2029 USD SR LIEN | $2,436,528 | $2,436,528 |
| LABORATORY CORPORATION OF AMER 2.3% 12/01/2024 USD | $2,874,470 | $2,874,470 |
| LOCKHEED MARTIN CORPORATION 3.6% 03/01/2035 USD SR | $1,522,249 | $1,522,249 |
| LOCKHEED MARTIN CORPORATION 3.9% 06/15/2032 USD SR | $2,209,755 | $2,209,755 |
| MICROSOFT CORPORATION 2.4% 08/08/2026 USD SR LIEN | $1,898,999 | $1,898,999 |
| MICROSOFT CORPORATION 3.5% 02/12/2035 USD SR LIEN | $2,198,195 | $2,198,195 |
| MIDAMERICAN ENERGY CO 3.65% 04/15/2029 USD SR LIEN | $1,841,442 | $1,841,442 |
| MITSUBISHI UFJ FINANCIAL GROUP 3.961% 03/02/2028 USD | $2,868,639 | $2,868,639 |
| MITSUBISHI UFJ FINANCIAL GROUP HYBRID 10/13/2027 USD | $1,244,489 | $1,244,489 |
| MIZUHO FINANCIAL GROUP, INC. HYBRID 05/25/2026 USD SR | $2,021,308 | $2,021,308 |
| MIZUHO FINANCIAL GROUP, INC. HYBRID 05/25/2031 USD SR | $2,312,002 | $2,312,002 |
| MORGAN STANLEY HYBRID MTN 01/24/2029 USD SR LIEN | $2,820,378 | $2,820,378 |
| MORGAN STANLEY MTN 4.35% 09/08/2026 USD SER F SUB | $2,172,626 | $2,172,626 |
| MPLX LP 4.875% 06/01/2025 USD SER WI SR LIEN | $1,359,896 | $1,359,896 |
| NEVADA POWER CO 3.7% 05/01/2029 USD SER CC SR LIEN | $2,345,337 | $2,345,337 |
| NORFOLK SOUTHERN CORP 3.65% 08/01/2025 USD SR LIEN | $1,491,268 | $1,491,268 |
| NORTHROP GRUMMAN CORPORATION 2.93% 01/15/2025 USD | $396,288 | $396,288 |
| NXP B.V. 4.4% 06/01/2027 USD SR LIEN | $351,839 | $351,839 |
| ORACLE CORP 2.95% 11/15/2024 USD SR LIEN | $1,295,434 | $1,295,434 |
| PAYPAL HOLDINGS, INC. 2.85% 10/01/2029 USD SR LIEN | $3,731,783 | $3,731,783 |
| PHILIP MORRIS INTERNATIONAL IN 3.25% 11/10/2024 USD SR | $2,034,506 | $2,034,506 |
| PNC FINANCIAL SERVICES GROUP, 2.55% 01/22/2030 USD SR | $1,685,533 | $1,685,533 |
| PUBLIC STORAGE 3.385% 05/01/2029 USD SR LIEN | $959,842 | $959,842 |
| RALPH LAUREN CORP 2.95% 06/15/2030 USD SR LIEN | $5,174,891 | $5,174,891 |
| ROYAL BANK OF CANADA MTN 4.65% 01/27/2026 USD SUB LIEN | $1,135,197 | $1,135,197 |
| ROYAL BANK OF SCOTLAND GROUP P HYBRID 05/18/2029 USD SR LEIN | $301,479 | $301,479 |
| SHELL INTERNATIONAL FIN 4.125% 05/11/2035 USD SR LIEN | $869,198 | $869,198 |
| SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN | $1,633,653 | $1,633,653 |
| SOUTHERN POWER COMPANY 4.15% 12/01/2025 USD SR LIEN | $1,556,916 | $1,556,916 |
| STARBUCKS CORP 3.8% 08/15/2025 USD SR LIEN | $1,593,913 | $1,593,913 |
| SUMITOMO MITSUI FINANCIAL GROU 1.474% 07/08/2025 USD SR LIEN | $4,057,540 | $4,057,540 |
| SUMITOMO MITSUI FINANCIAL GROU 2.348% 01/15/2025 USD SR LIEN | $795,077 | $795,077 |
| TARGET CORP 2.5% 04/15/2026 USD SR LIEN | $363,063 | $363,063 |
| TOTAL SYSTEM SERVICES IN 4.8% 04/01/2026 USD SR LIEN | $2,215,750 | $2,215,750 |
| TRUIST BANK 2.25% 03/11/2030 USD SER BKNT SUB LIEN | $834,365 | $834,365 |
| U.S. TREASURY BOND 4.5% 02/15/2036 FA ON THE RUN | $4,589,648 | $4,589,648 |
| U.S. TREASURY NOTE 0.375% 01/31/2026 JJ ON THE RUN | $3,577,705 | $3,577,705 |
| U.S. TREASURY NOTE 0.5% 05/31/2027 MN ON THE RUN | $1,624,210 | $1,624,210 |
| U.S. TREASURY NOTE 0.625% 08/15/2030 FA OFF THE RUN | $1,585,477 | $1,585,477 |
| U.S. TREASURY NOTE 1.25% 08/15/2031 FA OFF THE RUN | $893,020 | $893,020 |
| U.S. TREASURY NOTE 1.625% 08/15/2029 FA OFF THE RUN | $264,599 | $264,599 |
| U.S. TREASURY NOTE 1.75% 11/15/2029 MN OFF THE RUN | $5,755,065 | $5,755,065 |
| U.S. TREASURY NOTE 1.75% 12/31/2026 JD ON THE RUN | $13,964,879 | $13,964,879 |
| U.S. TREASURY NOTE 1.875% 07/31/2026 JJ ON THE RUN | $1,533,348 | $1,533,348 |
| U.S. TREASURY NOTE 2.25% 11/15/2027 MN OFF THE RUN | $9,499,426 | $9,499,426 |
| U.S. TREASURY NOTE 2.375% 05/15/2029 MN OFF THE RUN | $1,117,146 | $1,117,146 |
| U.S. TREASURY NOTE 2.5% 02/28/2026 FA ON THE RUN | $4,162,667 | $4,162,667 |
| U.S. TREASURY NOTE 2.75% 02/15/2028 FA OFF THE RUN | $1,524,069 | $1,524,069 |
| U.S. TREASURY NOTE 2.875% 05/15/2028 MN OFF THE RUN | $830,436 | $830,436 |
| U.S. TREASURY NOTE 3.125% 11/15/2028 MN OFF THE RUN | $10,170,362 | $10,170,362 |
| U.S. TREASURY NOTE 3.5% 02/15/2033 FA OFF THE RUN | $6,928,326 | $6,928,326 |
| UNITED TECHNOLOGIES CORP 3.95% 08/16/2025 USD SR LIEN | $1,500,829 | $1,500,829 |
| UNITEDHEALTH GROUP INCORPORATE 2.3% 05/15/2031 USD | $5,786,112 | $5,786,112 |
| VERIZON COMMUNICATIONS, INC. 0.75% 03/22/2024 USD SR LIEN | $1,903,301 | $1,903,301 |
| VERIZON COMMUNICATIONS, INC. FRN 03/22/2024 USD SOFRRATE | $1,110,478 | $1,110,478 |
| WELLS FARGO & COMPANY MTN 4.15% 01/24/2029 USD SR LIEN | $5,536,668 | $5,536,668 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (597 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $123,641 | $123,641 |
| ABBOTT LABORATORIES | $142,651 | $142,651 |
| ABBVIE INC | $161,944 | $161,944 |
| ACCENTURE PLC CLASS A | $747,789 | $747,789 |
| ACCOLADE, INC. | $94,759 | $94,759 |
| ACUITY BRANDS, INC. | $99,957 | $99,957 |
| ADEIA INC. | $62,161 | $62,161 |
| ADOBE INC | $495,775 | $495,775 |
| AERCAP HOLDINGS NV ORD | $554,502 | $554,502 |
| AFLAC INCORPORATED | $98,010 | $98,010 |
| AGILENT TECHNOLOGIES, INC. | $172,272 | $172,272 |
| AGILON HEALTH, INC. | $69,402 | $69,402 |
| AIR PRODUCTS & CHEMICALS INC | $66,683 | $66,683 |
| ALCON, INC. | $47,341 | $47,341 |
| ALEXANDRIA REAL ESTATE EQUITIES, INC. | $39,052 | $39,052 |
| ALIGHT INC | $42,488 | $42,488 |
| ALIGNMENT HEALTHCARE INC | $38,125 | $38,125 |
| ALLISON TRANSMISSION HLDG INC. | $94,203 | $94,203 |
| ALLSTATE CORPORATION COMMON STOCK | $120,818 | $120,818 |
| ALPHABET INC. CLASS A | $2,133,206 | $2,133,206 |
| ALPHABET INC. CLASS C | $1,720,614 | $1,720,614 |
| AMAZON.COM INC | $2,754,520 | $2,754,520 |
| AMCOR PLC | $29,363 | $29,363 |
| AMEDISYS, INC | $40,020 | $40,020 |
| AMEREN CORPORATION | $33,132 | $33,132 |
| AMERICAN ELECTRIC POWER INC | $101,119 | $101,119 |
| AMERICAN INTL GROUP, INC. | $196,882 | $196,882 |
| AMERICAN TOWER CORPORATION | $625,233 | $625,233 |
| AMERICAN WATER WORKS CO, INC. | $65,335 | $65,335 |
| AMERIS BANCORP | $46,869 | $46,869 |
| AMETEK INC | $38,254 | $38,254 |
| AMGEN INC. | $51,844 | $51,844 |
| AMKOR TECHNOLOGIES INC | $39,658 | $39,658 |
| AMN HEALTHCARE SERVICES, INC | $60,054 | $60,054 |
| AMPHENOL CORP CL-A | $46,595 | $46,595 |
| ANALOG DEVICES, INC. | $483,494 | $483,494 |
| AON PUBLIC LIMITED COMPANY | $745,011 | $745,011 |
| APPLE INC. | $792,068 | $792,068 |
| APTIV PLC | $21,623 | $21,623 |
| ARCH CAPITAL GROUP LTD. | $66,546 | $66,546 |
| ARCHER-DANIELS-MIDLAND COMPANY | $118,080 | $118,080 |
| ARRAY TECHNOLOGIES, INC. | $37,162 | $37,162 |
| ARTHUR J GALLAGHER & CO | $255,014 | $255,014 |
| ARVINAS, INC | $13,706 | $13,706 |
| ASCENDIS PHARMA A/S SPONSORED ADR | $66,250 | $66,250 |
| ASHLAND GLOBAL HOLDINGS INC | $52,778 | $52,778 |
| ASML HOLDING | $65,852 | $65,852 |
| ASSURED GUARANTY LTD. | $118,007 | $118,007 |
| ASTRAZENECA PLC SPONSORED ADR | $70,448 | $70,448 |
| AT&T INC. | $486,368 | $486,368 |
| ATKORE INC | $88,960 | $88,960 |
| ATLASSIAN CORP | $311,359 | $311,359 |
| ATMOS ENERGY CORPORATION | $21,326 | $21,326 |
| AUTODESK INC | $64,522 | $64,522 |
| AUTOMATIC DATA PROCESSING INC | $48,809 | $48,809 |
| AVALONBAY COMMUNITIES INC | $26,442 | $26,442 |
| AVANTOR FUNDING, INC. | $10,913 | $10,913 |
| AVERY DENNISON CORPORATION | $14,151 | $14,151 |
| AVNET INC. | $118,944 | $118,944 |
| AXIS CAPITAL HOLDINGS LIMITED | $138,688 | $138,688 |
| AZEK COMPANY INC. (THE) | $97,499 | $97,499 |
| BAKER HUGHES CO | $61,900 | $61,900 |
| BALL CORPORATION | $46,649 | $46,649 |
| BANK OF AMERICA | $898,551 | $898,551 |
| BAXTER INTERNATIONAL INC | $23,954 | $23,954 |
| BAYER AG-SPONSORED ADR SPONSORED ADR | $241,165 | $241,165 |
| BAYERISCHE MOTOREN | $34,726 | $34,726 |
| BEACON ROOFING SUPPLY, INC. | $109,384 | $109,384 |
| BECTON, DICKINSON AND COMPANY | $58,519 | $58,519 |
| BELDEN INC | $50,650 | $50,650 |
| BELLRING BRANDS, INC. | $53,324 | $53,324 |
| BENTLEY SYSTEMS, INC CLASS B | $78,218 | $78,218 |
| BERKSHIRE HATHAWAY INC. CLASS B | $1,913,124 | $1,913,124 |
| BERKSHIRE HILLS BANCORP INC | $35,060 | $35,060 |
| BGC GROUP, INC. | $113,109 | $113,109 |
| BIOGEN INC. | $40,886 | $40,886 |
| BIOMARIN PHARMACEUTICAL INC. | $10,895 | $10,895 |
| BIO-TECHNE CORPORATION | $78,009 | $78,009 |
| BLACKLINE, INC. | $155,538 | $155,538 |
| BLACKROCK ADVANTAGE SMALL CAP CORE FUND | $13,790,737 | $13,790,737 |
| BLACKSTONE GROUP INC/THE | $397,211 | $397,211 |
| BLOOMIN' BRANDS, INC | $39,269 | $39,269 |
| BLUEPRINT MEDICINES CORP | $79,419 | $79,419 |
| BOSTON SCIENTIFIC CORP. COMMON STOCK | $53,474 | $53,474 |
| BOWLERO CORP | $96,061 | $96,061 |
| BOYD GAMING CORPORATION | $33,707 | $33,707 |
| BRADY CORP CLASS-A CLASS A | $46,659 | $46,659 |
| BRIGHT HORIZONS FAMILY SOL INC | $322,207 | $322,207 |
| BRINKER INTERNATIONAL INC | $38,732 | $38,732 |
| BRINK'S COMPANY (THE) | $208,793 | $208,793 |
| BRISTOL-MYERS SQUIBB COMPANY | $194,516 | $194,516 |
| BROADCOM INC. | $312,550 | $312,550 |
| BROADRIDGE FINANCIAL SOLUTIONS IN | $17,557 | $17,557 |
| BROWN & BROWN, INC | $7,111 | $7,111 |
| BROWN FORMAN CORP CL B CLASS B | $8,544 | $8,544 |
| BRP GROUP INC CLASS A | $34,180 | $34,180 |
| BRUKER CORPORATION | $153,353 | $153,353 |
| BUCKLE INC | $63,392 | $63,392 |
| BUMBLE INC. | $30,099 | $30,099 |
| CACTUS, INC. CLASS A | $124,623 | $124,623 |
| CADENCE DESIGN SYSTEMS INC | $421,901 | $421,901 |
| CALERES, INC | $44,845 | $44,845 |
| CAPITAL ONE FINANCIAL CORP | $419,584 | $419,584 |
| CARLISLE COMPANIES INCORPORATE | $33,742 | $33,742 |
| CARS.COM INC. | $54,140 | $54,140 |
| CASELLA WASTE SYSTEMS INC CLASS A | $155,794 | $155,794 |
| CASEY'S GENERAL STORES,INC | $221,166 | $221,166 |
| CATALYST PHARMACEUTICAL INC. | $42,882 | $42,882 |
| CATERPILLAR INC (DELAWARE) | $241,562 | $241,562 |
| CCC INTELLIGENT SOLUTIONS HOLD | $159,688 | $159,688 |
| CDW CORPORATION | $16,822 | $16,822 |
| CENTENE CORPORATION | $80,889 | $80,889 |
| CENTERPOINT ENERGY, INC | $34,741 | $34,741 |
| CF INDUSTRIES HOLDINGS, INC | $36,332 | $36,332 |
| CHAMPIONX CORPORATION | $272,675 | $272,675 |
| CHARGEPOINT HOLDINGS | $2,934 | $2,934 |
| CHARLES SCHWAB CORPORATION | $189,475 | $189,475 |
| CHARTER COMMUNICATIONS, INC. | $191,619 | $191,619 |
| CHEGG, INC. | $33,796 | $33,796 |
| CHEMED CORP | $288,867 | $288,867 |
| CHEVRON CORPORATION | $718,951 | $718,951 |
| CHIPOTLE MEXICAN GRILL, INC. | $416,227 | $416,227 |
| CHOICE HOTELS INTERNATIONAL, I | $26,012 | $26,012 |
| CHUBB LIMITED | $303,992 | $303,992 |
| CHURCH & DWIGHT CO., INC. | $12,009 | $12,009 |
| CHURCHILL DOWNS INCORPORATED | $80,156 | $80,156 |
| CIGNA CORP | $160,505 | $160,505 |
| CINCINNATI FINANCIAL CRP | $37,307 | $37,307 |
| CINTAS CORPORATION | $35,557 | $35,557 |
| CISCO SYSTEMS, INC. | $305,040 | $305,040 |
| CITIGROUP INC. | $397,888 | $397,888 |
| CITIZENS FINANCIAL GROUP, INC | $66,015 | $66,015 |
| CLARUS CORP | $46,376 | $46,376 |
| CLEAR SECURE, INC | $91,273 | $91,273 |
| CLEARFIELD, INC. | $46,295 | $46,295 |
| CLEARWATER ANALYTICS HOLDINGS, | $32,489 | $32,489 |
| CME GROUP INC. CLASS A | $121,308 | $121,308 |
| CMS ENERGY CORPORATION | $31,648 | $31,648 |
| COCA-COLA COMPANY | $211,971 | $211,971 |
| COGENT COMMUNICATIONS HLDGS | $128,694 | $128,694 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | $60,273 | $60,273 |
| COHERENT CORP | $49,537 | $49,537 |
| COMCAST CORPORATION CLASS A VOTING | $828,590 | $828,590 |
| CONAGRA BRANDS INC | $39,952 | $39,952 |
| CONCENTRIX CORPORATION | $52,837 | $52,837 |
| CONOCOPHILLIPS | $1,194,592 | $1,194,592 |
| CONSOLIDATED EDISON INC | $74,050 | $74,050 |
| CONSTELLATION BRANDS INC | $47,141 | $47,141 |
| CONSTELLATION ENERGY CORP | $47,574 | $47,574 |
| COOPER COMPANIES INC | $10,596 | $10,596 |
| COPART, INC. | $19,012 | $19,012 |
| CORECIVIC, INC. | $82,661 | $82,661 |
| CORNING INCORPORATED | $43,848 | $43,848 |
| CORTEVA, INC. | $88,364 | $88,364 |
| COSTAR GROUP, INC. | $16,517 | $16,517 |
| COSTCO WHOLESALE CORPORATION | $201,174 | $201,174 |
| COTERRA ENERGY INC | $61,784 | $61,784 |
| COUSINS PROPERTIES INCORPORATE | $49,382 | $49,382 |
| CROWN CASTLE INTL CORP | $33,290 | $33,290 |
| CSX CORPORATION | $117,289 | $117,289 |
| CUMMINS INC COMMON STOCK | $65,642 | $65,642 |
| CURTISS-WRIGHT CORP | $104,711 | $104,711 |
| CVS HEALTH CORP | $261,200 | $261,200 |
| DANAHER CORPORATION | $1,022,889 | $1,022,889 |
| DARDEN RESTAURANTS, INC. | $26,452 | $26,452 |
| DARLING INGREDIENTS INC | $22,627 | $22,627 |
| DAVE & BUSTER'S ENTERTAINMNT, | $65,697 | $65,697 |
| DEERE & COMPANY | $206,289 | $206,289 |
| DEFINITIVE HEALTHCARE CORP | $47,722 | $47,722 |
| DELL TECHNOLOGIES INC. | $3,381 | $3,381 |
| DEXCOM, INC. | $440,271 | $440,271 |
| DIAMONDBACK ENERGY INC | $83,743 | $83,743 |
| DIGITAL REALTY TRUST, INC. | $38,024 | $38,024 |
| DIGITALBRIDGE GROUP, INC. | $42,366 | $42,366 |
| DIME COMMUNITY BANCSHARES INC | $32,074 | $32,074 |
| DOLLAR GENERAL CORPORATION | $54,380 | $54,380 |
| DOLLAR TREE STORES, INC. | $57,104 | $57,104 |
| DOMINION ENERGY INC | $95,504 | $95,504 |
| DOVER CORPORATION | $31,839 | $31,839 |
| DOW INC | $81,273 | $81,273 |
| DTE ENERGY COMPANY | $40,172 | $40,172 |
| DUKE ENERGY CORPORATION | $191,072 | $191,072 |
| DUN & BRADSTREET HOLDINGS, INC | $43,138 | $43,138 |
| DUPONT DE NEMOURS INC | $84,238 | $84,238 |
| DYNATRACE HOLDINGS LLC | $510,258 | $510,258 |
| EAST WEST BANCORP INC COM | $24,823 | $24,823 |
| EASTGROUP PROPERTIES INC | $155,610 | $155,610 |
| EATON CORP PLC | $169,296 | $169,296 |
| EBAY INC. | $48,156 | $48,156 |
| ECOLAB INC. | $353,179 | $353,179 |
| ECOVYST INC. | $67,179 | $67,179 |
| EDISON INTERNATIONAL | $50,300 | $50,300 |
| EDWARDS LIFESCIENCES CORPORATI | $401,228 | $401,228 |
| ELDORADO GOLD CORPORATION | $48,819 | $48,819 |
| ELECTRONIC ARTS | $47,199 | $47,199 |
| ELEVANCE HEALTH INC | $581,905 | $581,905 |
| ELI LILLY & CO | $98,513 | $98,513 |
| EMERSON ELECTRIC CO | $73,192 | $73,192 |
| EMPLOYERS HOLDINGS, INC. | $35,775 | $35,775 |
| ENACT HOLDINGS, INC. | $39,493 | $39,493 |
| ENCOMPASS HEALTH CORPORATION | $155,205 | $155,205 |
| ENDEAVOR GROUP HOLDINGS, INC | $4,722 | $4,722 |
| ENERPLUS CORPORATION | $34,116 | $34,116 |
| ENERSYS | $63,100 | $63,100 |
| ENTEGRIS, INC. | $173,979 | $173,979 |
| ENTERGY CORPORATION | $47,863 | $47,863 |
| ENTRAVISION COMMUNICATIONS COR CLASS A | $21,184 | $21,184 |
| ENVESTNET, INC. | $41,894 | $41,894 |
| EOG RESOURCES | $161,105 | $161,105 |
| EQT CORPORATION | $43,106 | $43,106 |
| EQUIFAX INC. | $34,621 | $34,621 |
| EQUINIX, INC. REIT | $33,021 | $33,021 |
| EQUITY RESIDENTIAL | $25,533 | $25,533 |
| ESSENT GROUP LTD. | $108,222 | $108,222 |
| ESSEX PROPERTY TRUST INC | $10,511 | $10,511 |
| ESTABLISHMENT LABS HOLDINGS IN | $85,541 | $85,541 |
| ESTEE LAUDER COS INC CL-A CLASS A | $268,076 | $268,076 |
| ETSY, INC. | $27,881 | $27,881 |
| EVERCORE INC CLASS A | $166,261 | $166,261 |
| EVERSOURCE ENERGY | $58,449 | $58,449 |
| EXELON CORPORATION | $81,062 | $81,062 |
| EXPEDITORS INTERNATIONAL OF WA | $14,755 | $14,755 |
| EXPRO GROUP HOLDINGS NV | $51,724 | $51,724 |
| EXTRA SPACE STORAGE INC. | $15,552 | $15,552 |
| EXTREME NETWORKS INC | $64,721 | $64,721 |
| EXXON MOBIL CORPORATION | $951,110 | $951,110 |
| FACTSET RESEARCH SYSTEMS INC | $29,100 | $29,100 |
| FASTENAL COMPANY | $22,670 | $22,670 |
| FEDERAL AGRICULTURAL MORTGAGE CORP CL-C | $183,189 | $183,189 |
| FEDEX CORPORATION | $128,445 | $128,445 |
| FERGUSON PLC | $55,444 | $55,444 |
| FIDELITY NATL INFO SVCS INC | $111,069 | $111,069 |
| FIRST MERCHANTS CORPORATION | $77,646 | $77,646 |
| FIRST SOLAR, INC. | $52,718 | $52,718 |
| FIRST WATCH RESTAURANT GROUP, | $35,858 | $35,858 |
| FIRSTCASH HOLDINGS INC | $110,016 | $110,016 |
| FIRSTENERGY CORP. | $41,572 | $41,572 |
| FISERV, INC. | $170,699 | $170,699 |
| FORTIVE CORPORATION | $403,272 | $403,272 |
| FORTREA HOLDINGS INC. | $64,216 | $64,216 |
| FOX CORPORATION | $26,080 | $26,080 |
| FOX CORPORATION CLASS B | $12,830 | $12,830 |
| FRESH DEL MONTE PRODUCE INC. ORDINARY SHARES | $37,564 | $37,564 |
| FRONTDOOR, INC. | $67,376 | $67,376 |
| FTI CONSULTING, INC. | $236,192 | $236,192 |
| GARMIN LTD | $28,022 | $28,022 |
| GARTNER, INC. | $366,301 | $366,301 |
| GE HEALTHCARE TECHNOLOGIES INC | $25,593 | $25,593 |
| GENERAL DYNAMICS CORP | $113,216 | $113,216 |
| GENERAL ELECTRIC COMPANY | $807,893 | $807,893 |
| GENERAL MILLS INC | $80,774 | $80,774 |
| GENPACT LIMITED | $44,984 | $44,984 |
| GENUINE PARTS CO | $28,859 | $28,859 |
| GILEAD SCIENCES | $139,985 | $139,985 |
| GRANITE CONSTRUCTION INC. | $70,978 | $70,978 |
| GRIFFON CORPORATION | $51,929 | $51,929 |
| GROUP 1 AUTOMOTIVE, INC. | $71,309 | $71,309 |
| GUIDEWARE SOFTWARE INC | $87,232 | $87,232 |
| H.B. FULLER COMPANY | $182,358 | $182,358 |
| HACKETT GROUP, INC. (THE) | $36,768 | $36,768 |
| HAEMONETICS CORPORATION | $125,016 | $125,016 |
| HALOZYME THERAPEUTICS, INC. | $34,632 | $34,632 |
| HANCOCK WHITNEY CORP | $61,223 | $61,223 |
| HANNON ARMSTRONG SUST INFR CAP COM | $17,899 | $17,899 |
| HARTFORD FINANCIAL SRVCS GROUP | $90,977 | $90,977 |
| HEALTHEQUITY, INC. | $154,678 | $154,678 |
| HEICO CORP CL-A CLASS A | $3,703 | $3,703 |
| HEICO CORPORATION | $1,252 | $1,252 |
| HERITAGE COMMERCE CORP | $33,926 | $33,926 |
| HESS CORPORATION | $439,688 | $439,688 |
| HEWLETT PACKARD ENTERPRISE CO | $83,620 | $83,620 |
| HEXCEL CORP | $36,211 | $36,211 |
| HILTON WORLDWIDE HOLDINGS INC. | $337,413 | $337,413 |
| HOLOGIC INCORPORATED | $12,504 | $12,504 |
| HONEYWELL INTL INC | $165,881 | $165,881 |
| HOPE BANCORP INC | $39,018 | $39,018 |
| HORMEL FOODS CORPORATION | $10,725 | $10,725 |
| HOULIHANK LOKEY, INC | $68,469 | $68,469 |
| HOWMET AEROSPACE INC. | $20,295 | $20,295 |
| HUB GROUP, INC. CLASS A | $79,068 | $79,068 |
| HUMANA INC. | $65,593 | $65,593 |
| HUNTINGTON BANCSHARES INCORPOR | $69,834 | $69,834 |
| IDEX CORPORATION COMMON STOCK | $61,876 | $61,876 |
| IDEXX LABORATORIES | $397,416 | $397,416 |
| ILLINOIS TOOL WORKS | $43,978 | $43,978 |
| INARI MEDICAL INC | $134,060 | $134,060 |
| INCYTE CORPORATION | $12,307 | $12,307 |
| INFINERA CORPORATION | $91,172 | $91,172 |
| INMODE LTD | $44,191 | $44,191 |
| INSIGHT ENTERPRISES, INC. | $83,279 | $83,279 |
| INTEL CORPORATION | $461,647 | $461,647 |
| INTERACTIVE BROKERS GROUP, INC CLASS A | $26,114 | $26,114 |
| INTERCONTINENTAL EXCHANGE INC | $876,278 | $876,278 |
| INTERDIGITAL INC | $152,282 | $152,282 |
| INTERNATIONAL MONEY EXPRESS, I | $32,892 | $32,892 |
| INTL BUSINESS MACHINES CORP | $196,751 | $196,751 |
| INTL.FLAVORS & FRAGRANCE | $57,001 | $57,001 |
| INTUIT INC | $725,035 | $725,035 |
| INVITATION HOMES INC. | $30,401 | $30,401 |
| IPG PHOTONICS CORP COM | $26,484 | $26,484 |
| IRON MOUNTAIN INCORPORATED | $11,795 | $11,795 |
| ISHARES MSCI EAFE INTERNATIONAL INDEX FUND | $48,732,384 | $48,732,384 |
| ISHARES S&P 500 INDEX FUND | $181,234,355 | $181,234,355 |
| J B HUNT TRANS SVCS INC | $18,176 | $18,176 |
| JACOBS ENGINEERING GROUP INC | $19,210 | $19,210 |
| JANUS INTERNATIONAL GROUP, INC | $86,274 | $86,274 |
| JOHN BEAN TECHNOLOGIES CORPORA | $86,011 | $86,011 |
| JOHNSON & JOHNSON | $726,176 | $726,176 |
| JOHNSON CONTROLS INTERNATIONAL | $78,536 | $78,536 |
| JPMORGAN CHASE & CO | $1,645,547 | $1,645,547 |
| KARUNA THERAPEUTICS, INC. | $139,897 | $139,897 |
| KBC GROUP NV UNSPONSORED ADR | $38,619 | $38,619 |
| KELLANOVA | $29,465 | $29,465 |
| KENVUE INC. | $77,508 | $77,508 |
| KEURIG DR PEPPER INC | $83,433 | $83,433 |
| KEYSIGHT TECHNOLOGIES, INC. | $42,795 | $42,795 |
| KIMBERLY-CLARK CORPORATION | $12,406 | $12,406 |
| KINDER MORGAN INC CLASS P | $108,204 | $108,204 |
| KNIGHT-SWIFT TRANSPORTATION HO | $43,410 | $43,410 |
| KOSMOS ENERGY LTD. | $447,946 | $447,946 |
| KROGER COMPANY | $79,307 | $79,307 |
| L3HARRIS TECHNOLOGIES INC | $105,942 | $105,942 |
| LABORATORY CORPORATION OF AMER | $19,320 | $19,320 |
| LANTHEUS HOLDINGS, INC. | $61,132 | $61,132 |
| LATTICE SEMICONDUCTOR CORP | $72,853 | $72,853 |
| LAUREATE EDUCATION INC | $143,324 | $143,324 |
| LCI INDUSTRIES | $80,832 | $80,832 |
| LEGALZOOM COM INC | $72,444 | $72,444 |
| LEONARDO DRS INC. | $97,034 | $97,034 |
| LEVI STRAUSS & CO NEW CLASS A | $25,240 | $25,240 |
| LIBERTY BROADBAND CORPORATION CLASS C | $355,160 | $355,160 |
| LIBERTY MEDIA CORP-LIB-NEW-C | $12,689 | $12,689 |
| LIBERTY MEDIA CORPORATION | $8,576 | $8,576 |
| LIBERTY SIRIUSXM GROUP | $5,489 | $5,489 |
| LIFESTANCE HEALTH GROUP, INC | $50,096 | $50,096 |
| LINDE PLC | $240,265 | $240,265 |
| LITTLEFUSE, INC. | $112,108 | $112,108 |
| LIVERAMP HOLDINGS, INC. | $39,850 | $39,850 |
| LOCKHEED MARTIN CORPORATION | $130,986 | $130,986 |
| LPL FINANCIAL HOLDINGS INC. | $39,151 | $39,151 |
| LYONDELLBASELL INDUSTRIES N.V. CLASS A | $48,966 | $48,966 |
| M&T BANK CORPORATION | $88,554 | $88,554 |
| MARATHON PETROLEUM CORPORATION | $180,257 | $180,257 |
| MARKEL GROUP INC | $46,857 | $46,857 |
| MARRIOTT INTERNATIONAL, INC CLASS A | $323,381 | $323,381 |
| MARSH & MCLENNAN CO INC | $98,335 | $98,335 |
| MARTIN MARIETTA MATERIALS,INC | $37,418 | $37,418 |
| MARVELL TECHNOLOGY, INC. | $371,268 | $371,268 |
| MASONITE INTL CORP NEW | $58,923 | $58,923 |
| MASTERCARD INCORPORATED CL A | $179,134 | $179,134 |
| MCCORMICK & CO NON VTG SHRS | $66,472 | $66,472 |
| MEDTRONIC PUBLIC LIMITED COMPA | $165,961 | $165,961 |
| MERCK & CO., INC. | $330,029 | $330,029 |
| META PLATFORMS INC-CLASS A CLASS A | $886,670 | $886,670 |
| METHANEX CORPORATION | $35,520 | $35,520 |
| METLIFE, INC | $167,243 | $167,243 |
| METTLER-TOLEDO INTL | $4,852 | $4,852 |
| MICROSOFT CORPORATION | $5,366,091 | $5,366,091 |
| MID-AMERICA APT TYS INC | $15,060 | $15,060 |
| MISTER CAR WASH, INC. | $141,039 | $141,039 |
| MODERNA, INC. | $9,547 | $9,547 |
| MOLINA HEALTHCARE, INC | $19,511 | $19,511 |
| MONDELEZ INTERNATIONAL, INC. | $147,677 | $147,677 |
| MONOLITHIC POWER SYSTEMS, INC. | $1,113,828 | $1,113,828 |
| MONSTER BEVERAGE CORPORATION | $39,981 | $39,981 |
| MOODY'S CORPORATION | $69,520 | $69,520 |
| MORGAN STANLEY | $341,482 | $341,482 |
| MSA SAFETY INC | $150,934 | $150,934 |
| MSCI INC. | $450,257 | $450,257 |
| MUELLER WATER PRODUCTS, INC. SERIES A | $67,766 | $67,766 |
| MULTI-MANAGER INTERNATIONAL EQUITY FUND | $48,516,437 | $48,516,437 |
| N V R INC | $35,002 | $35,002 |
| NASDAQ INC. | $48,489 | $48,489 |
| NCR CORPORATION | $32,233 | $32,233 |
| NCR VOYIX CORP | $44,930 | $44,930 |
| NEOGENOMICS, INC. | $205,130 | $205,130 |
| NETAPP, INC. | $16,662 | $16,662 |
| NETFLIX, INC. | $618,338 | $618,338 |
| NEUROCRINE BIOSCIENCES, INC. | $201,198 | $201,198 |
| NEW JERSEY RESOURCES CORPORATI | $38,160 | $38,160 |
| NEWMONT CORP | $78,558 | $78,558 |
| NEXSTAR MEDIA GROUP INC | $112,233 | $112,233 |
| NEXTERA ENERGY, INC. | $480,575 | $480,575 |
| NIKE INC CL B | $372,399 | $372,399 |
| NOBLE CORPORATION PLC | $63,908 | $63,908 |
| NOMAD FOODS LTD | $36,154 | $36,154 |
| NORFOLK SOUTHERN CORP | $96,916 | $96,916 |
| NORTHERN TRUST CORP | $83,781 | $83,781 |
| NORTHROP GRUMMAN CORP | $113,290 | $113,290 |
| NOW INC | $35,239 | $35,239 |
| NVIDIA CORPORATION | $1,454,461 | $1,454,461 |
| OCCIDENTAL PETROLEUM CORP | $213,274 | $213,274 |
| OCEANFIRST FINANCIAL CORP | $68,346 | $68,346 |
| OLD DOMINION FREIGHT LINE, INC | $23,509 | $23,509 |
| OLD NATIONAL BANCORP | $75,346 | $75,346 |
| OMNICELL INC COM | $25,513 | $25,513 |
| ONTO INNOVATIONS INC. | $38,990 | $38,990 |
| ORACLE CORPORATION | $12,968 | $12,968 |
| O'REILLY AUTOMOTIVE, INC. | $582,399 | $582,399 |
| ORION SA | $33,051 | $33,051 |
| ORMAT TECHNOLOGIES INC COM | $31,225 | $31,225 |
| ORTHOPEDIATRICS CORP | $67,848 | $67,848 |
| OSI SYSTEMS INC | $77,172 | $77,172 |
| P G & E CORPORATION | $93,826 | $93,826 |
| PACCAR INC | $108,010 | $108,010 |
| PALO ALTO NETWORKS INC. | $116,772 | $116,772 |
| PAR PACIFIC HOLDINGS INC | $87,797 | $87,797 |
| PATTERSON-UTI ENERGY, INC | $42,217 | $42,217 |
| PAYCHEX, INC. | $33,113 | $33,113 |
| PAYPAL HOLDINGS, INC. | $36,846 | $36,846 |
| PEAPACK GLADSTONE FINANCIAL CO | $45,923 | $45,923 |
| PEDIATRIX MEDICAL GROUP INC | $28,616 | $28,616 |
| PEGASYSTEMS INC. | $24,641 | $24,641 |
| PENNYMAC FINANCIAL SERVICS INC | $50,194 | $50,194 |
| PEPSICO, INC. | $218,284 | $218,284 |
| PERRIGO CO PLC | $43,797 | $43,797 |
| PETIQ INC | $62,588 | $62,588 |
| PFIZER INC. | $274,081 | $274,081 |
| PHILLIPS 66 | $199,444 | $199,444 |
| PHINIA INC. | $38,953 | $38,953 |
| PHOTRONICS, INC. | $38,334 | $38,334 |
| PHREESIA INC | $105,008 | $105,008 |
| PINTEREST INC CLASS A | $222,944 | $222,944 |
| PIONEER NATURAL RESOURCES CO | $130,880 | $130,880 |
| PNC FINANCIAL SERVICES GROUP | $233,204 | $233,204 |
| PORTLAND GENERAL ELECTRIC CO | $20,812 | $20,812 |
| POWER INTEGRATIONS, INC. | $109,699 | $109,699 |
| PPG INDUSTRIES, INC | $41,276 | $41,276 |
| PPL CORPORATION | $54,243 | $54,243 |
| PREFERRED BANK | $63,042 | $63,042 |
| PRIMORIS SERVICES CORPORATION | $49,339 | $49,339 |
| PROCTER & GAMBLE COMPANY | $357,704 | $357,704 |
| PROLOGIS INC | $478,680 | $478,680 |
| PROPETRO HOLDING CORP | $38,674 | $38,674 |
| PROS HOLDINGS, INC. | $149,031 | $149,031 |
| PROSPERITY BANCSHARES, INC. | $241,678 | $241,678 |
| PROSUS NV SPONSORED ADR | $279,171 | $279,171 |
| PUBLIC STORAGE | $31,720 | $31,720 |
| PUBLIC-SVC ENTERPRISE GROUP HOLDING CO | $48,309 | $48,309 |
| QUAKER HOUGHTON | $157,931 | $157,931 |
| QUALCOMM INC | $229,962 | $229,962 |
| QUANTA SERVICES INC | $33,895 | $33,895 |
| QUEST DIAGNOSTICS INCORPORATED | $18,614 | $18,614 |
| QUIDELORTHO CORPORATION | $16,877 | $16,877 |
| RAYMOND JAMES FINANCIAL, INC. | $83,515 | $83,515 |
| REALTY INCOME CORPORATION | $66,213 | $66,213 |
| REDWOOD TRUST INC | $35,383 | $35,383 |
| REGENERON PHARMACEUTICAL INC | $85,194 | $85,194 |
| REGIONS FINANCIAL CORPORATION | $59,328 | $59,328 |
| RENTOKIL INITIAL PLC ADR + SPONSORED ADR | $124,597 | $124,597 |
| REPUBLIC SERVICES INC | $35,736 | $35,736 |
| RESMED INC. | $15,826 | $15,826 |
| REVVITY INC | $8,854 | $8,854 |
| ROCHE HLDG LTD SPONSORED ADR | $57,388 | $57,388 |
| ROCKWELL AUTOMATION INC | $27,633 | $27,633 |
| ROGERS CORP | $21,131 | $21,131 |
| ROLLINS INC | $3,537 | $3,537 |
| ROPER TECHNOLOGIES INC | $68,146 | $68,146 |
| ROSS STORES,INC | $45,530 | $45,530 |
| ROYALTY PHARMA PLC | $16,208 | $16,208 |
| RTX CORP | $287,591 | $287,591 |
| S&P GLOBAL INC. | $191,186 | $191,186 |
| S&T BANCORP INC. | $38,968 | $38,968 |
| SAFRAN SA SPONSORED ADR | $592,562 | $592,562 |
| SAIA, INC. | $664,780 | $664,780 |
| SALESFORCE INC | $685,743 | $685,743 |
| SAP SE (SPON ADR) | $418,784 | $418,784 |
| SCHLUMBERGER LTD | $93,167 | $93,167 |
| SCIENCE APPLICATIONS INTL CORP | $144,087 | $144,087 |
| SELECT WATER SOLUTIONS INC | $33,290 | $33,290 |
| SEMPRA ENERGY | $90,842 | $90,842 |
| SENSATA TECHNOLOGIES HOLDING P | $43,694 | $43,694 |
| SERVICENOW INC | $645,025 | $645,025 |
| SHELL PLC SPONSORED ADR | $737,421 | $737,421 |
| SHERWIN-WILLIAMS CO | $734,836 | $734,836 |
| SI-BONE, INC. | $112,905 | $112,905 |
| SIEMENS A G SPONSORED ADR | $40,877 | $40,877 |
| SIMPLY GOOD FOODS COMPANY | $139,234 | $139,234 |
| SITEONE LANDSCAPE SUPPLY, INC. | $66,788 | $66,788 |
| SITIME CORP | $26,613 | $26,613 |
| SLM CORPORATION | $251,619 | $251,619 |
| SOLAREDGE TECHNOLOGIES | $9,360 | $9,360 |
| SOLO BRANDS, INC. | $35,161 | $35,161 |
| SOUTHSTATE CORP | $62,915 | $62,915 |
| SOUTHWEST AIRLINES CO | $48,269 | $48,269 |
| SPDR S&P BIOTECH | $195,902 | $195,902 |
| SPIRIT REALTY CAPITAL, INC. | $49,017 | $49,017 |
| SPX TECHNOLOGIES INC | $49,091 | $49,091 |
| SS&C TECHNOLOGIES HOLDINGS, IN | $30,433 | $30,433 |
| SSGA EMERGING MARKET EQUITY INDEX FUND | $10,968,055 | $10,968,055 |
| STAGWELL INC | $41,285 | $41,285 |
| STARBUCKS CORP. | $34,660 | $34,660 |
| STATE STREET CORPORATION | $127,306 | $127,306 |
| STERIS PUBLIC LIMITED COMPANY | $11,652 | $11,652 |
| STERLING CHECK CORP. | $59,257 | $59,257 |
| STEVEN MADDEN LTD | $144,396 | $144,396 |
| STONEX GROUP INC | $61,057 | $61,057 |
| STRIDE INC | $28,379 | $28,379 |
| STRYKER CORPORATION | $59,752 | $59,752 |
| SUN COMMUNITIES, INC | $17,495 | $17,495 |
| SUNRUN INC | $14,938 | $14,938 |
| SYSCO CORPORATION | $24,352 | $24,352 |
| TAIWAN SEMICONDUCTOR MFG | $417,462 | $417,462 |
| TAKE TWO INTERACTIVE SOFTWARE INC | $125,219 | $125,219 |
| TARGET CORPORATION | $107,954 | $107,954 |
| TEGNA INC. | $105,812 | $105,812 |
| TELEDYNE TECHNOLOGIES INCORPOR | $31,240 | $31,240 |
| TEXAS INSTRUMENTS INC. | $160,403 | $160,403 |
| THE BANK OF NY MELLON CORP | $198,311 | $198,311 |
| THE HERSHEY COMPANY | $31,695 | $31,695 |
| THE HOME DEPOT, INC. | $26,338 | $26,338 |
| THE KRAFT HEINZ CO | $114,860 | $114,860 |
| THE PROGRESSIVE CORPORATION | $123,123 | $123,123 |
| THE SOUTHERN CO. | $121,869 | $121,869 |
| THE TRAVELERS COMPANIES, INC | $147,630 | $147,630 |
| THE WILLIAMS COMPANIES, INC. | $56,076 | $56,076 |
| THERMO FISHER SCIENTIFIC INC | $608,120 | $608,120 |
| THOR INDUSTRIES INC | $45,236 | $45,236 |
| TIDEWATER INC. | $46,295 | $46,295 |
| TJX COMPANIES INC | $90,996 | $90,996 |
| T-MOBILE US, INC. | $173,637 | $173,637 |
| TOPBUILD CORP. | $116,021 | $116,021 |
| TOPGOLF CALLAWAY BRANDS CORP | $51,638 | $51,638 |
| TRACTOR SUPPLY COMPANY | $28,169 | $28,169 |
| TRADEWEB MARKETS INC | $23,901 | $23,901 |
| TRANE TECHNOLOGIES PLC SHS | $63,414 | $63,414 |
| TRAVELERS COMPANIES INC | $45,337 | $45,337 |
| TRUIST FINANCIAL CORPORATION | $206,309 | $206,309 |
| TYLER TECHNOLOGIES, INC. | $9,199 | $9,199 |
| TYSON FOODS INC CL-A CLASS A | $63,425 | $63,425 |
| U S DOLLAR | $20,777 | $20,777 |
| U S SILICA HLDGS INC | $24,780 | $24,780 |
| U.S. BANCORP | $227,429 | $227,429 |
| UBER TECHNOLOGIES, INC. | $414,612 | $414,612 |
| ULTA BEAUTY INC | $40,179 | $40,179 |
| ULTRA CLEAN HOLDINGS, INC. | $62,032 | $62,032 |
| UNILEVER PLC ADR | $60,358 | $60,358 |
| UNION PACIFIC CORP. | $641,559 | $641,559 |
| UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK | $181,129 | $181,129 |
| UNITEDHEALTH GROUP INCORPORATE | $1,586,254 | $1,586,254 |
| UNIVEST FINANCIAL CORP | $32,803 | $32,803 |
| US DOLLAR | $333 | $333 |
| VALERO ENERGY CORPORATION | $146,640 | $146,640 |
| VALMONT INDUSTRIES INC | $148,894 | $148,894 |
| VECTOR GROUP LTD | $48,064 | $48,064 |
| VEEVA SYSTEMS INC | $7,701 | $7,701 |
| VENTAS, INC. | $24,491 | $24,491 |
| VERALTO CORPORATION | $205,134 | $205,134 |
| VERISIGN, INC. | $473,708 | $473,708 |
| VERISK ANALYTICS, INC. | $882,588 | $882,588 |
| VERIZON COMMUNICATIONS, INC. | $499,337 | $499,337 |
| VERTEX PHARMACEUTICALS INCORPO | $72,426 | $72,426 |
| VESTIS CORPORATION | $34,183 | $34,183 |
| VIAD CORP | $48,761 | $48,761 |
| VICI PROPERTIES INC. | $64,913 | $64,913 |
| VIPER ENERGY INC | $125,677 | $125,677 |
| VISA INC. CLASS A | $1,334,033 | $1,334,033 |
| VITAL FARMS ORD SHS | $8,174 | $8,174 |
| VIVID SEATS INC | $39,683 | $39,683 |
| VIZIO HOLDING CORP | $38,161 | $38,161 |
| VOYA FINANCIAL INC | $45,673 | $45,673 |
| VULCAN MATERIALS CO | $30,419 | $30,419 |
| W.R. BERKLEY CORPORATION | $32,036 | $32,036 |
| W.W. GRAINGER INC | $41,435 | $41,435 |
| WABASH NATIONAL CORP | $55,544 | $55,544 |
| WABTEC COM | $53,679 | $53,679 |
| WALGREENS BOOTS ALLIANCE, INC. | $77,547 | $77,547 |
| WALKER & DUNLOP, INC | $76,042 | $76,042 |
| WALMART INC | $263,538 | $263,538 |
| WALT DISNEY COMPANY (THE) | $596,662 | $596,662 |
| WASTE CONNECTIONS, INC. | $334,813 | $334,813 |
| WASTE MANAGEMENT INC | $67,521 | $67,521 |
| WATERS CORPORATION COMMON STOCK | $6,914 | $6,914 |
| WEATHERFORD INTERNATIONAL PUBL | $97,830 | $97,830 |
| WEC ENERGY GROUP, INC. | $43,516 | $43,516 |
| WELLS FARGO & CO | $1,328,448 | $1,328,448 |
| WELLTOWER, INC. | $44,724 | $44,724 |
| WEST PHARMACEUTICAL SERVICES INC | $345,430 | $345,430 |
| WESTERN ALLIANCE BANCORP | $113,290 | $113,290 |
| WESTINGHOUSE AIR BRAKE TECHNOL | $42,258 | $42,258 |
| WEX INC. | $150,193 | $150,193 |
| WEYERHAEUSER COMPANY | $32,301 | $32,301 |
| WHEATON PRECIOUS METALS CORP | $525,471 | $525,471 |
| WHITE MOUNTAINS INSURANCE GROUP | $96,321 | $96,321 |
| WILLIS TOWERS WATSON PLC | $60,458 | $60,458 |
| WINTRUST FINANCIAL CORP | $129,850 | $129,850 |
| WK KELLOGG CO | $289 | $289 |
| WOLFSPEED INC COM | $32,241 | $32,241 |
| WOODWARD INC | $373,132 | $373,132 |
| WORKIVA INC. | $142,751 | $142,751 |
| WORLD KINECT CORP | $62,938 | $62,938 |
| XCEL ENERGY INC. | $64,053 | $64,053 |
| XPEL INC | $21,486 | $21,486 |
| XYLEM INC. | $54,893 | $54,893 |
| ZIMMER BIOMET HOLDINGS INC | $25,607 | $25,607 |
| ZOETIS INC. CLASS A | $600,597 | $600,597 |
| ZURN ELKAY WATER SOLUTIONS COR | $107,170 | $107,170 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS REAL ESTATE INCOME TRUST | FMV | $38,212,275 | $38,212,275 |
| GS TACTICAL TILT OVERLAY FUND | FMV | $38,235,187 | $38,235,187 |
| IMPRINT THEMATIC OPPORTUNITIES | FMV | $1,754,347 | $1,754,347 |
| PRIVATE CREDIT MANAGERS II OFFSHORE LP | FMV | $7,220,605 | $7,220,605 |
| PRIVATE CREDIT MANAGERS III OFFSHORE LP | FMV | $12,242,567 | $12,242,567 |
| PRIVATE CREDIT MANAGERS IV OFFSHORE LP | FMV | $10,227,116 | $10,227,116 |
| PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP | FMV | $24,712,174 | $24,712,174 |
| PRIVATE EQUITY MANAGERS (2019) OFFSHORE SCSP | FMV | $23,381,050 | $23,381,050 |
| PRIVATE EQUITY MANAGERS (2020) OFFSHORE LP | FMV | $15,387,211 | $15,387,211 |
| PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP | FMV | $11,067,773 | $11,067,773 |
| U.S. REAL PROPERTY INCOME FUND, L.P. | FMV | $13,954,091 | $13,954,091 |
| VINTAGE VIII OFFSHORE SCSP | FMV | $42,722,256 | $42,722,256 |
| WEST STREET STRATEGIC SOLUTIONS OFFSHORE FEEDER FUND I, LLC | FMV | $2,861,781 | $2,861,781 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $45,156 | LegalFeesAmt |
| Net Investment Income | $22,578 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,578 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LYKINS NEIGHBORHOOD TRUST | $1,000,000 | $1,000,000 | $1,000,000 |
| EQUITY2 IMPACT FUND | $1,000,000 | $1,000,000 | $1,000,000 |
| ALTCAP | $500,000 | $500,000 | $500,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GENERAL EXPENSES | Desc |
| Revenue And Expenses Per Books | $12,999 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,449 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LYKINS NT HOLDINGS | -$126,908 | ||
| SETTLEMENT/CLASS ACTION/LAWSUIT PROCEEDS | $689 | $689 | $689 |
| RETURNED DONATION | $400,000 | $400,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $62,732,149 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | E&F PRIVATE EQUITY MANAGERS (2020) OFFSHORE | Desc |
| BOY Book Value | $73,594 | BOYBookValueAmt |
| EOY Book Value | $347,474 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $1,942,703 | Amt |
| Net Investment Income | $2,001,314 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $22,938 | $9,175 | $13,763 |
| FOREIGN TAXES PAID | $0 | $235,195 | $0 |
| EXCISE TAXES | $920,000 | $0 | $0 |