2024-11-08T13:37:56-06:00 2023-12-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990PF 2023-01-01 352481660 THE BAUM FAMILY FOUNDATION BAUM 8168420944 4801 MAIN STREET 500 KANSAS CITY MO 64112 JONATHAN E BAUM TRUSTEE 8168420944 2024-10-25 1 0 ERIN S MORGAN P00710515 8164721122 2023 2024-10-15 13:58:12Z X X 32608349 X X 10285 10285 541323 541323 -101064 90807 0 26781 105334 0 477325 656942 0 0 0 0 0 7400 3700 0 3700 178448 160198 0 18250 15000 0 0 0 87713 200848 251611 0 21950 1270000 1270000 1470848 251611 0 1291950 -993523 405331 0 26633574 25323570 28269801 306954 407948 407948 3263667 3857727 3930600 30204195 29589245 32608349 18250 18250 0 X 0 0 0 0 30185945 29589245 30185945 29589245 30204195 29589245 30185945 -993523 396823 29589245 0 29589245 CAPITAL GAIN DISTRIBUTIONS 2023-12-31 90807 90807 90807 PUBLICLY TRADED SECURITIES 2023-12-31 157747 -157747 -157747 PUBLICLY TRADED SECURITIES 2023-12-31 34124 -34124 -34124 -101064 -34124 5634 0 5634 0 5634 22910 0 0 0 22910 0 17276 17276 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MO 1 0 0 0 0 1 N/A GREATER KANSAS CITY COMMUNITY FOUND 8168420944 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN KAUFMANN BAUM 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 VICE PRESIDENT 1.00 0 0 0 JONATHAN E BAUM 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 TREASURER 1.00 0 0 0 JANICE C KREAMER 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 TRUSTEE 1.00 0 0 0 BRUCE C DAVISON 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 SECRETARY 1.00 0 0 0 LISA KLEIN 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 TRUSTEE 1.00 0 0 0 SARAH BAUM 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 30717624 0 0 30717624 0 0 30717624 460764 30256860 1512843 1512843 5634 8280 13914 1498929 0 1498929 0 1498929 1291950 0 1291950 1498929 0 0 83901 83901 1291950 0 0 0 1291950 0 83901 83901 0 0 0 0 0 123078 0 0 0 X WILLIAM JEWELL COLLEGE 500 COLLEGE HILL CM 1032 LIBERTY MO 64068 NONE PC EDUCATIONAL 1250 EL CENTRO 650 MINNESOTA AVENUE KANSAS CITY MO 66101 NONE PC EDUCATIONAL 75000 PFLAG KANSAS CITY PO BOX 12294 OVERLAND PARK KS 66282 NONE PC SOCIETAL BENEFIT 2500 KCUR 4825 TROOST AVE SUITE 202 KANSAS CITY MO 64110 NONE PC SOCIETAL BENEFIT 1000 AMERICAN RED CROSS 6601 WINCHESTER AVENUE SUITE 110 KANSAS CITY MO 64133 NONE PC MEDICAL PRACTICE & RESEARCH 1000 FISHTANK THEATER 4410 FAIRMOUNT AVENUE KANSAS CITY MO 64111 NONE PC SOCIETAL BENEFIT 1000 AMERICAN PUBLIC SQUARE AT JEWELL 300 E 39TH STREET 4F KANSAS CITY MO 64111 NONE PC EDUCATIONAL 1250 NOTRE DAME DE SION 10631 WORNALL ROAD KANSAS CITY MO 64114 NONE PC EDUCATIONAL 1000 GLOBAL WARRIER POWEREDBYLOVE 250 S JACKSON STREET 312 DENVER CO 80209 NONE PC EDUCATIONAL 1000 EMMANUEL FAMILY CHILD DEVELOPMENT CENTER 4736 PROSPECT AVENUE KANSAS CITY MO 64130 NONE PC EDUCATIONAL 100000 TEACHERS LIKE ME 2824 NE MARYWOOD LANE LEES SUMMIT MO 64086 NONE PC EDUCATIONAL 50000 BE GREAT TOGETHER INC 4741 CENTRAL ST SUITE 141 KANSAS CITY MO 64112 NONE PC EDUCATIONAL 45000 FRIENDS OF YATES 1418 GARFIELD AVE KANSAS CITY MO 66104 NONE PC SOCIETAL BENEFIT 2500 UMKC CONSERVATORY ACADEMY 4949 CHERRY STREET KANSAS CITY MO 64110 NONE PC EDUCATIONAL 2500 URBAN LEAGUE OF GREATER KANSAS CITY 1710 PASEO BLVD KANSAS CITY MO 64108 NONE PC SOCIETAL BENEFIT 125000 FRONT PORCH ALLIANCE 3210 MICHIGAN AVENUE KANSAS CITY MO 64109 NONE PC SOCIAL BENEFIT 51000 UMKC WOMEN'S COUNCIL 5115 OAK STREET AB-300 B KANSAS CITY MO 64112 NONE PC EDUCATIONAL 5000 DELASALLE EDUCATION CENTER 3737 TROOST AVENUE KANSAS CITY MO 64109 NONE PC EDUCATIONAL 100000 GRANDPARENTS AGAINST GUN VIOLENCE 4520 MAIN STREET KANSAS CITY MO 64111 NONE PC SOCIETAL BENEFIT 1000 GREATER KANSAS CITY COMMUNITY FOUNDATION 1055 BROADWAY BLVD STE 130 KANSAS CITY MO 64105 NONE PC SOCIAL BENEFIT 128000 EARLY START 2008 E 12TH STREET KANSAS CITY MO 64127 NONE PC EDUCATIONAL 100000 KANSAS CITY FRIENDS OF ALVIN AILEY 1714 E 18TH STREET KANSAS CITY MO 64108 NONE PC SOCIETAL BENEFIT 7500 KANSAS CITY GIFT 5008 PROPSECT AVENUE KANSAS CITY MO 64130 NONE PC SOCIETAL BENEFIT 75000 GUADALUPE CENTERS 1015 AVENIDA CESAR KANSAS CITY MO 64108 NONE PC SOCIETAL BENEFIT 75000 LEGAL AID OF WESTERN MISSOURI 4001 DR MARTIN LUTHER KING BLVD SUITE 300 KANSAS CITY MO 64130 NONE PC SOCIAL BENEFIT 2500 MINDDRIVE 2615 HOLMES STREET KANSAS CITY MO 64108 NONE PC EDUCATIONAL 50000 OPERATION BREAKTHROUGH 3039 TROOST AVENUE KANSAS CITY MO 64109 NONE PC SOCIAL BENEFIT 5000 WECODEKC 4741 CENTRAL ST SUITE 222 KANSAS CITY MO 64112 NONE PC EDUCATIONAL 200000 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 NONE PC SOCIETAL BENEFIT 2500 KANSAS CITY SCHOLARS 8080 WARD PARKWAY SUITE 402 KANSAS CITY MO 64114 NONE PC EDUCATIONAL 50000 DEEP ROOTS KC PO BOX 32131 KANSAS CITY MO 64171 NONE PC SOCIETAL BENEFIT 7500 1270000 WECODEKC 4741 CENTRAL ST SUITE 222 KANSAS CITY MO 64112 NONE PC EDUCATIONAL 200000 JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY 2842 W 47TH AVENUE KANSAS CITY MO 66103 NONE PC EDUCATIONAL 100000 GUADALUPE CENTERS 1015 AVENIDA CESAR KANSAS CITY MO 64108 NONE PC SOCIETAL BENEFIT 75000 BOYS & GIRLS CLUB OF GREATR KANSAS CITY 4001 BLUE PARKWAY SUITE 102 KANSAS CITY MO 64130 NONE PC SOCIETAL BENEFIT 134000 UNITED INNER CITY SERVICES - ST MARK'S 2008 E 12TH STREET KANSAS CITY MO 64127 NONE PC SOCIETAL BENEFIT 100000 OPERATION BREAKTHROUGH 3039 TROOST AVENUE KANSAS CITY MO 64109 NONE PC SOCIAL BENEFIT 75000 EL CENTRO 650 MINNESOTA AVENUE KANSAS CITY MO 66101 NONE PC EDUCATIONAL 75000 KANSAS CITY GIFT 5008 PROPSECT AVENUE KANSAS CITY MO 64130 NONE PC SOCIETAL BENEFIT 75000 EMMANUEL FAMILY CHILD DEVELOPMENT CENTER 4736 PROSPECT AVENUE KANSAS CITY MO 64130 NONE PC ED 100000 934000 14 10285 14 541323 01 26781 18 -101064 0 477325 0 477325 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX SERVICE 7400 3700 0 3700 BLACKROCK HIGH YIELD BOND 627551 573567 FIDELITY 500 INDEX 11915376 14449986 FIDELITY INTL 614720 636729 HEALTHCARE SELECT SECTOR 471140 531746 INVESCO QQQ 1264633 1704013 ISHARES CORE 259810 215420 ISHARES INC 280997 278047 JP MORGAN MANAGED INCOME FUND 355193 355257 PARNASSUS FD 1512587 1588976 SCHWAB US TIPS 294217 254266 VANECK GOLD 382555 323372 VANECK OIL SERVICES 327637 508541 VANGUARD FTSE EUROPE 253766 262434 VANGUARD TOTAL BOND MARKET 3131234 2941867 PRUDENTIAL HIGH YIELD FUND 656580 571277 ARTISAN INTERNATIONAL VALUE FUND 264869 278649 ISHARES TR BARCLAYS 521911 512216 INVESCO ETF TR S&P 730056 766592 ISHARES NASDAQ BIOTECH 233955 232304 ISHARES TRUST S&P MIDCAP 800922 849188 JP MORGAN EXCHANGE-TRADED FUND 164376 177035 WISDOMTREE JAPAN HEDGE EQUITY 90738 88068 SPDR INDEX SHS 168747 170251 CASH ACCOUNT AT COST 407948 407948 SVSS V PRIVATE OMVESTPRS OFFSHORE 100000 131250 149654 GKB GROWTH EQUITY FUND 137335 152496 350698 PSG ENCORE/CO-INVEST J OFFSHORE 173360 173360 160985 COATUE ASIA OFFSHORE FUND I PRIVATE INVESTORS LT HF CLASS 251179 251179 178111 PSG V PRIVATE INVESTORS OFFSHORE 99405 167374 180716 NEA 18 PRIVATE INVESTORS OFFSHORE 191246 246559 187734 ASF VII INFRASTRUCTURE PRIVATE INVESTORS OFFSHORE 62906 180949 199925 RC II PRIVATE INVESTORS OFFSHORE 157141 210075 220812 PE OFFSHORE LP CLASS A 146659 219874 278005 COATUE GROWTH PRIVATE INVESTORS OFFSHORE LP DIK CLASS A-3 CLOSE EQT 370581 426474 294438 FLINT HILLS FOUNDERS II LP 317672 312039 292239 EQT INFRASTRUCTURE PRIVATE INVESTORS OFFSHORE 253001 358155 406420 COATUE CLIMATE TECH OFFSHORE FEEDER FUND II LP 500000 500000 503688 FLINT HILLS ASCENT CO-INVEST II LP 503182 527943 527175 PARTNERSHIP INCOME 26781 105334 0 BOOK/TAX TIMING DIFFERENCE 396823 INVESTMENT MANAGEMENT FEES 141948 141948 0 0 ADMINISTRATION FEES 36500 18250 0 18250 FEDERAL TAXES 15000 0 0 0