2015 Do Not Enter Social Security Numbers on This Form As It May Be Made Public
Total Page:16
File Type:pdf, Size:1020Kb
l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491319000286 OMB No 1545-0052 Form 990-PF Return of Private Foundation or Section 4947( a)(1) Trust Treated as Private Foundation 2015 Do not enter social security numbers on this form as it may be made public. Department of the Treasury ► ► Information about Form 990 - PF and its instructions is at www .irs.gov/form99OPf . • • ' Internal Revenue Service For calendar year 2015 , or tax year beginning 01-01-2015 , and ending 12-31-2015 Name of foundation A Employer identification number EWING MARION KAUFFMAN FOUNDATION 43-6064859 KRISTIN BECHARD Number and street (or P 0 box number if mail is not delivered to street address) BTelephone number (see instructions) 4801 Rockhill Road (816) 932-1000 City or town, state or province, country, and ZIP or foreign postal code C If exemption application is pending, check here ► Kansas City, MO 641102046 P G Check all that apply [Initial return [Initial return former public charity of a D 1. Foreign organizations , check here ► F-Final return F-A mended return P F-Address change F-Name change 2. Foreign organizations meeting the 85% test, check here and attach computation ► E If private foundation status was terminated H Check type of organization [Section 501( c)(3) exempt private foundation under section 507(b)(1)(A), check here ► F Section 4947( a)(1) nonexempt charitable trust Other taxable private foundation IFair market value of all assets at end ] Accounting method [Cash F-Accrual F If the foundation is in a 60-month termination of year (from Pa,t II, col (c), [Other( specify) under section 507(b)(1)(B), check here ► F Ime 2 , 079,051 ,771 (Part I, column (d) must be on cash basis Analysis of Revenue and Expenses (d) Revenue and Disbursements (The total of amounts in columns (b), (c), and (d) may not Net investment Adjusted net expenses per for charitable necessarily equal the amounts n column (a) (see (b) income (c) income instructions)) (a) books purposes (cash basis only) 1 Contributions, gifts, grants, etc , received (attach schedule) . 0 2 Check 10, F_/ if the foundation is not required to attach Sch B . 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities . 18,204,360 24,949,654 5a Gross rents . b Net rental income or (loss) 6a Net gain or (loss) from sale of assets not on line 10 61,084,956 b Gross sales price for all assets on line 6a 1, 703, 088, 939 7 Capital gain net income (from Part IV, line 2) . 176,974,299 8 Net short-term capital gain . 9 Income modifications . 10a Gross sales less returns and allowances b Less Cost of goods sold . c Gross profit or (loss) (attach schedule) . 11 Other income (attach schedule) . •^ 9,780,428 -3,409,406 1,476,234 12 Total .Add lines 1 through 11 . 89,069,744 198,514,547 1,476,234 13 Compensation of officers, directors, trustees, etc 1,614,308 1,614,308 14 Other employee salaries and wages . 10,140,908 1,055,332 9,085,576 VI. 15 Pension plans, employee benefits . 3,194,429 178,882 3,015,547 CJ 16a Legal fees (attach schedule). 309,412 60,891 0 248,521 b Accounting fees (attach schedule). •^ 118,554 19,025 0 99,529 X w c Other professional fees (attach schedule) . •^ 19,309,911 11,107,448 153,180 8,049,283 V 17 Interest . 18 Taxes (attach schedule) (see instructions) of 1,001,292 258,447 19 Depreciation (attach schedule) and depletion . 20 Occupancy . 2,845,237 48,860 2,796,376 21 Travel, conferences, and meetings. 3,658,726 29,061 1,462 3,628,203 22 Printing and publications . 81,898 73 81,825 C 23 Other expenses (attach schedule). •^ 2,061,928 9,946,092 14,468 1,826,708 24 Total operating and administrative expenses. Add lines 13 through 23 . 44,336,603 22,704,111 169,110 30,445,876 25 Contributions, gifts, grants paid . 73,201,397 73,201,397 26 Total expenses and disbursements .Add lines 24 and 25 117,538,000 22,704,111 169,110 103,647,273 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements -28,468,256 b Net investment income (if negative, enter -0-) 175,810,436 c Adjusted net income (if negative, enter -0-) . 1,307,124 For Paperwork Reduction Act Notice, see instructions. Cat No 11289X Form 990-PF (2015) Form 990-PF (2015) Pace 2 Attached schedules and amounts in the description column Beginning of year End of year Balance Sheets should be for end-of-year amounts only (See instructions (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash-non-interest-bearing . 2 Savings and temporary cash investments . 152,398,840 95,038,028 94,740,856 3 Accounts receivable 10, 153,334 10,740 153,334 153,334 Less allowance for doubtful accounts ► 4 Pledges receivable ► Less allowance for doubtful accounts ► 5 Grants receivable . 6 Receivables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see instructions). 7 Other notes and loans receivable (attach Less allowance for doubtful accounts ► N 8 Inventories for sale or use . C) 9 Prepaid expenses and deferred charges . 10a Investments-U S and state government obligations (attach 25,869,177 j 33,775,797 33,444,395 schedule) b Investments-corporate stock (attach schedule) . 863,329,446 ' J 822,575,000 873,774,943 c Investments-corporate bonds (attach schedule) . 1,652,171 ' J 582,619 11 Investments-land, buildings, and equipment basis ► Less accumulated depreciation (attach schedule) ► 12 Investments-mortgage loans . 13 Investments-other (attach schedule) . 847,583,709 910,432,558 1,067,236,143 14 Land, buildings, and equipment basis ► Less accumulated depreciation (attach schedule) ► ) 'mil 9,872,355 9,702,100 9,702,100 15 Other assets (describe ► 16 Total assets (to be completed by all filers-see the instructions Also, see page 1, item I) 1,900,716,438 1,872,259,436 2,079,051,771 17 Accounts payable and accrued expenses . 18 Grants payable . C 19 Deferred revenue . 20 Loans from officers, directors, trustees, and other disqualified persons 21 Mortgages and other notes payable (attach schedule) . 22 Other liabilities (describe 10, ) 35,084 46,339 23 Total liabilities (add lines 17 through 22) . 35,084 46,339 Foundations that follow SFAS 117, check here ► F a> and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted . Temporarily restricted C 25 26 Permanently restricted . LL_ Foundations that do not follow SFAS 117, check here ► 0 and complete lines 27 through 31. 27 Capital stock, trust principal, or current funds . s 28 Paid-in or capital surplus, or land, bldg , and equipment fund a 29 Retained earnings, accumulated income, endowment, or other funds 1,900,681,353 1,872,213,097 C' 30 Total net assets or fund balances (see instructions) . 1,900,681,353 1,872,213,097 Z 31 Total liabilities and net assets / fund balances (see instructions) 1,900,716,437 1,872,259,436 Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year-Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return) . 1 1,900,681,353 2 Enter amount from Part I, line 27a . 2 -28,468,256 3 3 Other increases not included in line 2 (itemize) ► 4 Add lines 1, 2, and 3 . 4 1,872,213,097 5 5 Decreases not included in line 2 (itemize) ► 6 Total net assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 6 1,872,213,097 Form 990-PF (2015) Form 990-PF (2015) Pa g e 3 Capital Gains and Losses for Tax on Investment Income How acquired List and describe the kind(s) of property sold (e g , real estate, Date acquired Date sold P-Purchase (a) 2-story brick warehouse, or common stock, 200 shs M LC Co (c) (mo , day, yr (d) (mo , day, yr (b) D-Donation la See Additional Data Table b C d e Depreciation allowed Cost or other basis Gain or (loss) (e) Gross sales price (f) (or allowable) (g) plus expense of sale (h) (e) plus (f) minus (g) a See Additional Data Table b C d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 Gains (Col (h) gain minus Adjusted basis Excess ofcol (i) col (k), but not less than -0-) or (i) F M V as of 12/31/69 (j) as of 12/31/69 (k) over col (j), if any (I) Losses (from col (h)) a See Additional Data Table b C d e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) If (loss), enter -0- in Part I, line 7 I 2 176,974,299 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) (see instructions) If (loss), enter -0- in Part I, line 8 I 3 JU^ Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income If section 4940(d)(2) applies, leave this part blank Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? F_ Yes No If "Yes," the foundation does not qualify under section 4940 ( e) Do not complete this part 1 Enter the appropriate amount in each column for each year, see instructions before making any entries Base period years Calendar Distributtiion ratio Adjusted qualifying distributions Net value of noncha)ritable-use assets year (or tax year beginning in) (col (b) divided by col (c)) 2014 102,363,241 2,072,908,255 0 049381 2013 57,987,619 1,986,946,436 0 029184 2012 71,235,705 1,781,452,300 0 039987 2011 84,060,931 1,827,368,068 0 046001 2010 85,001,413 1,720,333,632 0 04941 2 Totalof line 1, column (d) .