2025-11-17T09:11:24-06:00 2024-12-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990PF 2024-01-01 352481660 THE BAUM FAMILY FOUNDATION BAUM 8168420944 4801 MAIN STREET 500 KANSAS CITY MO 64112 JONATHAN E BAUM TRUSTEE 8168420944 2025-11-08 1 0 ERIN S MORGAN P00710515 8164721122 2024 2025-03-06 01:10:19Z X 34677711 X X 8417 8417 583994 583994 842418 9967127 842418 48481 106109 0 1483310 1540938 0 0 0 0 0 21403 10702 0 10702 4000 2000 0 2000 245602 227352 0 18250 13238 0 0 0 68671 284243 308725 0 30952 2816666 2816666 3100909 308725 0 2847618 -1617599 1232213 0 407948 170516 170516 25323570 23897676 29620949 3857727 4394772 4886246 29589245 28462964 34677711 0 0 X 0 0 0 0 29589245 28462964 29589245 28462964 29589245 28462964 29589245 -1617599 491318 28462964 0 28462964 CAPITAL GAIN DISTRIBUTIONS 2024-12-31 9155 9155 9155 PUBLICLY TRADED SECURITIES 2024-12-31 4045714 3826226 219488 219488 PUBLICLY TRADED SECURITIES 2024-12-31 5912258 5298483 613775 613775 842418 219488 17128 0 17128 0 17128 24276 0 5000 0 29276 0 12148 12148 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 TRUSTEE 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 JOHN KEARNEY 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 34187698 0 0 34187698 0 0 34187698 512815 33674883 1683744 1683744 17128 18166 35294 1648450 0 1648450 0 1648450 2847618 0 2847618 1648450 123078 0 0 2847618 123078 0 0 1648450 1076090 0 0 1076090 0 0 0 0 0 0 0 1076090 1076090 X AMETHYST PLACE 2735 TROOST AVE KANSAS CITY MO 64109 NONE PC SOCIETAL BENEFIT 250000 BE GREAT TOGETHER INC 4741 CENTRAL ST SUITE 141 KANSAS CITY MO 64112 NONE PC EDUCATIONAL 50000 BOYS & GIRLS CLUB OF GREATR KANSAS CITY 4001 BLUE PARKWAY SUITE 102 KANSAS CITY MO 64130 NONE PC SOCIETAL BENEFIT 284000 CHILD PROTECTION CENTER 2940 MAIN STREET KANSAS CITY MO 64108 NONE PC SOCIETAL BENEFIT 20000 DELASALLE EDUCATION CENTER 3737 TROOST AVENUE KANSAS CITY MO 64109 NONE PC EDUCATIONAL 100000 DELLA LAMB COMMUNITY SERVICES 500 WOODLAND AVENUE KANSAS CITY MO 64106 NONE PC EDUCATIONAL 100000 EARLY START 2008 E 12TH STREET KANSAS CITY MO 64127 NONE PC EDUCATIONAL 110000 EL CENTRO 650 MINNESOTA AVENUE KANSAS CITY MO 66101 NONE PC EDUCATIONAL 75000 EMMANUEL FAMILY CHILD DEVELOPMENT CENTER 4736 PROSPECT AVENUE KANSAS CITY MO 64130 NONE PC EDUCATIONAL 100000 GRANDPARENTS FOR GUN SAFETY PO BOX 11193 OVERLAND PARK KS 66207 NONE PC SOCIETAL BENEFIT 1000 GUADALUPE CENTERS 1015 AVENIDA CESAR KANSAS CITY MO 64108 NONE PC SOCIETAL BENEFIT 75000 HIGGINS BROTHERS SURGICENTER OF HOPE 6720 OVERHILL RD MISSION HILLS KS 66208 NONE PC MEDICAL PRACTICE & RESEARCH 1000 HISPANIC DEVELOPMENT FUND 1055 BROADWAY BLVD STE 100 KANSAS CITY MO 64105 NONE PC SOCIETAL BENEFIT 7500 JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY 2842 W 47TH AVENUE KANSAS CITY MO 66103 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 105000 LEAD TO READ PO BOX 411006 KANSAS CITY MO 64141 NONE PC EDUCATIONAL 50000 LEGAL AID OF WESTERN MISSOURI 4001 DR MARTIN LUTHER KING BLVD SUITE 300 KANSAS CITY MO 64130 NONE PC SOCIAL BENEFIT 5000 MINDDRIVE 2615 HOLMES STREET KANSAS CITY MO 64108 NONE PC EDUCATIONAL 50000 NO DIVIDE KC 3925 GENESSEE STREET KANSAS CITY MO 64111 NONE PC SOCIETAL BENEFIT 55000 OPERATION BREAKTHROUGH 3039 TROOST AVENUE KANSAS CITY MO 64109 NONE PC SOCIAL BENEFIT 247166 PRINCIPAL CONNECT 17 JANSSEN PLACE KANSAS CITY MO 64109 NONE PC EDUCATIONAL 6000 ROCKHURST UNIVERSITY 1100 ROCKHURST ROAD MASSMAN 240 KANSAS CITY MO 64110 NONE PC EDUCATIONAL 63500 SHEFFIELD PLACE 6604 E 12TH STREET KANSAS CITY MO 64126 NONE PC SOCIETAL BENEFIT 250000 SYNERGY SERVICES 400 E 6TH STREET PARKVILLE MO 64152 NONE PC SOCIETAL BENEFIT 200000 THE RABBIT HOLE 919 E 14TH AVENUE NORTH KANSAS CITY MO 64116 NONE PC SOCIETAL BENEFIT 100000 UMKC WOMEN'S COUNCIL 5115 OAK STREET AB-300 B KANSAS CITY MO 64112 NONE PC EDUCATIONAL 2500 UNCORNERED 222 BOWDOIN STREET DORCHESTER MA 02124 NONE PC EDUCATIONAL 1500 VIBRANT HEALTH KC 21 N 12TH STREET STE 300 KANSAS CITY KS 66102 NONE PC MEDICAL PRACTICE & RESEARCH 200000 WECODEKC 4741 CENTRAL ST SUITE 222 KANSAS CITY MO 64112 NONE PC EDUCATIONAL 200000 2816666 BE GREAT TOGETHER INC 4741 CENTRAL ST SUITE 141 KANSAS CITY MO 64112 NONE PC EDUCATIONAL 50000 BOYS & GIRLS CLUB OF GREATR KANSAS CITY 4001 BLUE PARKWAY SUITE 102 KANSAS CITY MO 64130 NONE PC SOCIETAL BENEFIT 300000 DELASALLE EDUCATION CENTER 3737 TROOST AVENUE KANSAS CITY MO 64109 NONE PC EDUCATIONAL 200000 KANSAS CITY GIFT 5008 PROPSECT AVENUE KANSAS CITY MO 64130 NONE PC SOCIETAL BENEFIT 75000 LEAD TO READ PO BOX 411006 KANSAS CITY MO 64141 NONE PC EDUCATIONAL 50000 OPERATION BREAKTHROUGH 3039 TROOST AVENUE KANSAS CITY MO 64109 NONE PC SOCIAL BENEFIT 333334 SAVE INC PO BOX 45301 KANSAS CITY MO 64171 NONE PC SOCIAL BENEFIT 200000 SYNERGY SERVICES 400 E 6TH STREET PARKVILLE MO 64152 NONE PC SOCIETAL BENEFIT 400000 THE RABBIT HOLE 919 E 14TH AVENUE NORTH KANSAS CITY MO 64116 NONE PC SOCIETAL BENEFIT 100000 VIBRANT HEALTH KC 21 N 12TH STREET STE 300 KANSAS CITY KS 66102 NONE PC MEDICAL PRACTICE & RESEARCH 400000 2108334 14 8417 14 583994 01 48481 18 842418 0 1483310 0 1483310 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX SERVICE 4000 2000 0 2000 ARTISAN INTERNATIONAL VALUE FUND 342597 357026 BLACKROCK HIGH YIELD BOND 1184021 1129419 FIDELITY 500 INDEX 11984504 17092273 FIDELITY INTL 402188 418260 HEALTHCARE SELECT SECTOR 285960 304993 INVESCO ETF TR S&P 515710 580712 INVESCO QQQ 1346320 2049521 ISHARES INC MSCI JAPAN 378207 374888 ISHARES TR BARCLAYS 1042140 978398 ISHARES TRUST S&P MIDCAP 364284 434176 JP MORGAN EXCHANGE-TRADED FUND 164376 194899 PRUDENTIAL HIGH YIELD FUND 656580 574892 SPDR INDEX SHS 91804 90618 VANECK GOLD 295977 273586 VANECK OIL SERVICES 322448 380807 VANGUARD FTSE EUROPE 334165 325030 VANGUARD TOTAL BOND MARKET 2317953 2128300 WISDOMTREE JAPAN HEDGE EQUITY 195864 197860 DODGE & COX INCOME FD 287051 284751 CONSUMER DISCRETIONARY SELECT SECTOR 90736 94676 FINANCIAL SELECT SECTOR SPDR 511710 562223 INDUSTRIAL SELECT SECTOR SPDR 91585 85776 ISHARES INC MSCI UTD KINGD 149380 147702 ISHARES TR MSCI EURO 152924 159372 VANECK ETF TRUST SEMICONDUCTOR 389192 400791 LEGAL FEES 21403 10702 0 10702 SVSS V PRIVATE OMVESTPRS OFFSHORE 131250 193750 256529 GKB GROWTH EQUITY FUND 152496 137918 351916 PSG ENCORE/CO-INVEST J OFFSHORE 173360 261770 232995 COATUE ASIA OFFSHORE FUND I PRIVATE INVESTORS LT HF CLASS 251179 31873 28502 PSG V PRIVATE INVESTORS OFFSHORE 167374 214973 262143 NEA 18 PRIVATE INVESTORS OFFSHORE 246559 481853 456895 ASF VII INFRASTRUCTURE PRIVATE INVESTORS OFFSHORE 180949 241044 277224 RC II PRIVATE INVESTORS OFFSHORE 210075 214050 203710 PE OFFSHORE LP CLASS A 219874 217472 265784 COATUE GROWTH PRIVATE INVESTORS OFFSHORE LP DIK CLASS A-3 CLOSE EQT 426474 432695 331529 FLINT HILLS FOUNDERS II LP 312039 293308 290254 EQT INFRASTRUCTURE PRIVATE INVESTORS OFFSHORE 358155 402667 514948 COATUE CLIMATE TECH OFFSHORE FEEDER FUND II LP 500000 500000 641994 FLINT HILLS ASCENT CO-INVEST II LP 527943 561454 528497 INDUSTRY VENTURES X PRIVATE INVESTORS OFFSHORE 0 67439 85399 SLP VII PRIVATE INVESTORS OFFSHORE 0 94430 109850 VINTAGE 2024 PRIVATE INVESTMENT OFFSHORE 0 48076 48077 PARTNERSHIP INCOME 48481 106109 0 BOOK/TAX TIMING DIFFERENCE 491318 INVESTMENT MANAGEMENT FEES 209102 209102 0 0 ADMINISTRATION FEES 36500 18250 0 18250 FEDERAL TAXES 13238 0 0 0