2026-07-22T10:29:45-05:00 2025-12-31 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990PF 2025-01-01 933011249 KC PEOPLE'S FUND KCPE 8165177872 PO BOX 7045 KANSAS CITY MO 64113 DENISE ST OMER EXECUTIVE DIRECTOR 8165177872 2026-07-20 1 RHONDA L CARLSON CPA P00297658 9133383500 2026-07-20 2025 2025-03-06 01:10:19Z X 49359045 X 25000000 777299 777299 1120631 14630856 1120631 26897930 1897930 241808 48362 193446 55063 0 55063 37011 4272 29037 3180 636 2544 8427 1686 4300 358546 266319 87426 10079 0 0 3697 740 3328 20825 2413 18412 8360 0 8360 58308 11661 46944 805304 336089 448860 1675000 1675000 2480304 336089 2123860 24417626 1561841 36179 470934 470934 5230629 717662 717662 18689694 48170449 48170449 23956502 49359045 49359045 1000 11277 0 1519 1000 12796 X 23955502 49346249 23955502 49346249 23956502 49359045 23955502 24417626 973121 49346249 0 49346249 SHORT-TERM SALES 2025-12-31 13174972 13243582 -68610 -68610 CAPITAL GAIN DISTRIBUTION P 2025-12-31 1165640 1165640 1165640 LONG-TERM SALES P 2025-12-31 290244 266643 23601 23601 1120631 21710 0 21710 0 21710 0 0 0 0 0 488 22198 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 1 1 KCPEOPLESFUND.ORG THE FOUNDATION 8165177872 PO BOX 7045 KANSAS CITY MO 64113 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DENISE ST OMER PO BOX 7045 KANSAS CITY MO 64113 EXECUTIVE DIRECTOR 32.00 217808 4632 0 GRANT SUNDERLAND PO BOX 7045 KANSAS CITY MO 64113 BOARD CHAIR 8.00 0 0 0 THOMAS SUNDERLAND PO BOX 7045 KANSAS CITY MO 64113 TREASURER 8.00 0 0 0 DREW EANES PO BOX 7045 KANSAS CITY MO 64113 VICE CHAIR 8.00 12000 0 0 KATHRYN EVANS PO BOX 7045 KANSAS CITY MO 64113 SECRETARY 8.00 12000 0 0 NONE 0 OSAIC INSTITUTION INC 538 PRESTON AVE MERIDEN CT 06450 INVESTMENT MANAGEMENT 243263 0 0 34321278 135657 0 34456935 0 0 34456935 516854 33940081 1697004 1697004 21710 21710 1675294 0 1675294 0 1675294 2123860 0 2123860 1675294 0 0 100721 81520 182241 2123860 0 0 0 1675294 448566 0 0 630807 0 0 0 0 0 0 0 630807 100721 81520 448566 X AMALGAMATED CHARITABLE FOUNDATION INC 1825 K ST NW WASHINGTON DC 200061202 PC KC PEOPLES FUND WAS ABLE TO RECOMMEND THE GIFTS THAT WERE MADE BY THE ORGANIZATION'S GRANT RECIPIENT, AMALGAMATED CHARITABLE FOUNDATION. SEE SUPPLEMENTAL STATEMENT #12 FOR LIST OF ADVISED GIFTS IN 2025. 1675000 1675000 0 14 777299 18 1120631 0 1897930 0 1897930 0 0 0 0 0 0 0 0 0 0 X X 1 THE SUNDERLAND FOUNDATION 5700 W 112TH STREET 320 OVERLAND PARK KS 66211 25000000 X ACCOUNTING FEES 8427 1686 4300 RELATIONSHIP TO DONOR FORM 990-PF, PART XIV THE PRIMARY DONOR, THE SUNDERLAND FOUNDATION (A PRIVATE FOUNDATION), IS RELATED TO SOME OF THE BOARD MEMBERS. THE BOARD MEMBERS DID NOT GIVE DIRECTLY TO THIS ORGANIZATION. EXPLANATION OF ADVISED GIFTS FROM DONOR-ADVISED FUND FORM 990-PF, PART XIV KC PEOPLES FUND WAS ABLE TO RECOMMEND THE FOLLOWING GIFTS THAT WERE MADE BY THE ORGANIZATION'S GRANT RECIPIENT, AMALGAMATED CHARITABLE FOUNDATION:AD HOC GROUP AGAINST CRIME $100,000 ADVOCATES FOR IMMIGRANTS RIGHTS & RECONCILIATION $50,000 AMALGAMATED CHARITABLE FOUNDATION $20,000 ARTHROPY $50,000 BLACK OWNED BUSINESS KANSAS CITY FOUNDATION $50,000 BLAQOUT $115,000 CLEAR TOMORROW KC $20,000 COMMUNITY CAPITAL FUND $50,000 DECARCERATE KC $20,000 EYE OF AN IMMIGRANT $20,000 GENERATING INCOME FOR TOMORROW $100,000 GIVING HOPE FOR TOMORROW $25,000 HBCU WALKING BILLBOARD $30,000 JUSTICE FOR WYANDOTTE $80,000 KANSAS CITY DEFENDER $30,000 KC TENANTS $100,000 KS LATINO COMMUNITY NETWORK $20,000 RISE4EJ $20,000 TEACHERS LIKE ME $100,000 THE BLAQUE PROMISE PROJECT $100,000 TRANSITION ACADEMY $100,000 UPPER ROOM KC $100,000 URBAN LEAGUE OF KANSAS CITY $100,000 URBAN NEIGHBORHOOD INITIATIVE INC $100,000 UZAZI VILLAGE $100,000 YOUTH AMBASSADORS INC $75,000 PUBLICLY TRADED EXCHANGE-TRADED PRODUCTS FMV 11545573 11545573 PUBLICLY TRADED MUTUAL FUNDS FMV 36624876 36624876 LEGAL FEES 3180 636 2544 OFFICE EXPENSE 13911 2782 11216 INFORMATION TECHNOLOGY 40546 8109 32647 INSURANCE 3851 770 3081 UNREALIZED GAIN ON INVESTMENTS 973121 CREDIT CARD PAYABLE 0 1519 OTHER PROFESSIONAL FEES 115283 23056 87426 INVESTMENT MANAGEMENT FEES 243263 243263 0 FEDERAL EXCISE TAXES PAID ON 2024 INVESTMENT INCOME 10079 0 0