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990-PF Or Section 4947( A)(1) Nonexempt Charitable Trust Foundation Treated As a Private 2010 Department of the Treasury Note

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efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 9 3 491S1ZfUUllb1 OMB No 1545-0052 Return of Private Foundation Form 990-PF or Section 4947( a)(1) Nonexempt Charitable Trust Foundation Treated as a Private 2010 Department of the Treasury Note . The foundation may be able to use a copy of this return to satisfy state reporting requirements Internalal Revenue Service For calendar year 2010 , or tax year beginning 01-01-2010 , and ending 12-31-2010 G Check all that apply ['Initial return r-Initial return ofa former public charity I Final return ['Amended return [-Address chan g e (Name change Name of foundation ` A Employer identification number r.Ewmg_Marion Kauffman Foundation 43-6064859 u e,epnone numoer tsee page iu or me insuucuonsl Number and street (or P 0 box number if mail is not delivered to street address) Room/suite 4801 Rockhill Road (816) 932-1000 City or town, state, and ZIP code C If exemption application is pending, check here ► r Kansas City, MO 641102046 D 1. Foreign organizations, check here n r H Check type of organization 1_ Section 501(c)(3) exempt private foundation 2. Foreign organizations meeting the 85'/e test, ► r r check here and attach computation 1r- Section 4947 ( a )( 1 ) nonexem p t chartable trust I Other taxable p rivate foundation Ir E If pnvate foundation status was terminated I Fair market value of all assets at end I Accounting method F Cash Accrual under section 507(b)(1)(A), check here ► F of year (from Part II, col (c), r O the r (s pec ify ) _ F If the foundation is in a 60-month termination n line 1,892,243,801 (Part I, column (d) must be on cash basis under section 507 b 1 B , check here ► 1" (d) Disbursements Analysis of Revenue and Expenses (The (a) Revenue and (b) Net investment (c) Adjusted net for chartable C total of amounts in columns (b), (c), and (d) may not expenses per income income purposes necessarily equal the amounts in column (a) (see page 11 of books a the instructions) (cash basis only) U LJ - 1 Contributions, gifts, grants, etc , received (attach schedule) 600,000 C 2 Check ► r if the foundation is not required to attach Sch B U 3 Interest on savings and temporary cash investments 28,910,446 57,943,652 PIP 4 Dividends and interest from securities. d 5a Gross rents . Net rental income or (loss) C b ,91q 6a Net gain or (loss) from sale of assets not on line 10 140,247,540 b Gross sales price for all assets on line 6a 1,504,052,937 ct) 7 Capital gain net income (from Part IV, line 2) . 102,901,513 (X 8 Net short-term capital gain . 9 Income modifications . 10a Gross sales less returns and allowances UI b Less Cost of goods sold . d c Gross profit or (loss) (attach schedule) . CAM 11 Other income (attach schedule) . 2,242,957 14,589,446 1,049,096 172,000,943 175,434,611 1,049,096 W 12 Total. Add lines 1 through 11 . 13 Compensation of officers, directors, trustees, etc 1,595,757 1,595,757 14 Other employee salaries and wages . 8,998,932 1,762,242 7,236,689 15 Pension plans, employee benefits . 4,247,497 325,829 3,921,668 16a Legal fees (attach schedule) . 782,104 34,990 0 747,114 b Accounting fees (attach schedule) . 120,216 37,763 0 82,453 C c Other professional fees (attach schedule) . 34,319,607 19,968,116 14,351,491 17 Interest 18 Taxes (attach schedule) (see page 14 of the instructions) . ^ 9,232 300,368 19 Depreciation (attach schedule) and depletion 20 Occupancy . 5,544,212 5,544,212 21 Travel, conferences, and meetings . 5,151,270 55,053 5,096,217 22 Printing and publications . 365,378 46,536 318,842 23 Other expenses (attach schedule) . 4,160,202 21,004,281 3,699,550 24 Total operating and administrative expenses. Add lines 13 through 23 . 65,294,407 43,488,642 46,536 42,593,993 0 25 Contributions, gifts, grants paid . 41,426,880 40,826,880 26 Total expenses and disbursements . Add lines 24 and 25 106,721,287 43,488,642 46,536 83,420,873 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements 65,279,656 b Net investment income (if negative, enter -0-) 131,945,969 c Adjusted net income (if negative, enter-0-) 1,002,560 For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions . Cat No 11289X Form 990-PF (2010) Form 990-PF (2010) P. 0 7 Attached schedules and amounts in the description column Beginning of year End of year Ba lance Sheet s should be for end-of-year amounts only (See instructions) (a) Boo k Va lue ( b ) Book Value (c) Fair Market Value 1 Cash-non-interest-bearing . 2 Savings and temporary cash investments . 125,174,420 135,376,997 135,503,647 3 Accounts receivable n 285,655 Less allowance for doubtful accounts ► 45,330 285,655 285,655 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 page 15 of the instructions) . 7 Other notes and loans receivable (attach schedule) POP Less allowance for doubtful accounts ► 8 Inventories for sale or use . 9 Prepaid expenses and deferred charges . 10a Investments-U S and state government obligations (attach schedule) 46,189,323 9S 519,817 514,495 b Investments-corporate stock (attach schedule) . 755,505,410 Qffl 731,475,281 865,903,120 c Investments-corporate bonds (attach ........ 100,006,48, 0 06, 4822] 2,018,984 10,424,836 Investments-land, 11 buildings, and equipment basis ► Less accumulated depreciation (attach schedule) ► 12 Investments-mortgage loans . 13 Investments-other (attach schedule) . 694,016,88 1 823,754,161 869,125,968 14 Land, buildings, and equipment basis ► Less accumulated depreciation (attach schedule) ► 7,586,060 15 Other assets (describe ► ) IN 5 10,486,080 10,486,080 16 Total assets (to be completed by all filers-see the instructions Also, see page 1, item I) 1,638,523,906 1,703,916,975 1,892,243,801 17 Accounts payable and accrued expenses . 18 Grants payable . 19 Deferred revenue ' 20 Loans from officers, directors, trustees, and other disqualified persons 21 Mortgages and other notes payable (attach schedule) 211,893 5 22 Other liabilities (describe ► ) 'IN 325,306 23 Total liabilities (add lines 17 through 22) 211,893 325,306 Foundations that follow SFAS 117, check here ► F and complete lines 24 through 26 and lines 30 and 31. u 24 U nrestricted . ej 25 Temporarily restricted "J 26 Permanently restricted Foundations that do not follow SFAS 117, check here 10' F r_ and complete lines 27 through 31. L6 27 Capital stock, trust principal, or current funds . 28 Paid-in or capital surplus, or land, bldg , and equipment fund s 29 Retained earnings, accumulated income, endowment, or other funds 1,638,312,013 1,703, 591 , 669 s 30 Total net assets or fund balances (see page 17 of the instructions) . 1,638,312,013 1,703,591,669 31 Total liabilities and net assets/ fund balances (see page 17 of the instructions) . 1,638,523,906 1,703,916,975 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 1,638,312,013 2 Enter amount from Part I, line 27a . 2 65,279,656 3 Other increases not included in line 2 (itemize) ► 3 4 Add lines 1, 2, and 3 . 4 1,703,591,669 5 Decreases not included in line 2 (itemize) ► 5 6 Total net assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30. 6 1,703,591,669 Form 990-PF (2010) Form 990-PF (2010) Pa g e 3 Capital Gains and Losses for Tax on Investment Income (b) How acquired (a) List and describe the kind ( s) of property sold (e g , real estate, ( c) Date acquired (d) Date sold P-Purchase 2-story brick warehouse , or common stock , 200 shs M LC Co ( mo , day , yr (mo , day, yr D-Donation la See Additional Data Table b C d e Depreciation allowed ( g) Cost or other basis ( h) Gain or (loss) (e) Gross sales price ( f) (or allowable ) plus expense of sale ( 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 (1) Gains (Col (h) gain minus (j) Adjusted basis (k) Excess of col col (k), but not less than -0-) or (i) F M V as of 12/ 31/69 (i) as of 12 / 31/69 over col (j), if any 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 1 2 102,901,513 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 pages 13 and 17 of the instructions) l If (loss ), enter - 0- in Part I , line 8 1( 3 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 F 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 page 18 of the instructions before making any entries (a) Base period years Calendar Distnbutdion ratio Adjusted qualifying distributions Net value of nonchantable-use assets year (or tax year beginning in) (col (b) divided by col (c)) 2009 74,088,881 1,626,979,161 0 045538 2008 97,848,648 2,018,751,504 0 04847 2007 63,331,843 2,348,173,587 0 026971 2006 76,320,350 2,109,905,233 0 036172 2005 115,083,694 1,986,538,466 0 057932 2 Total of line 1, column (d) .
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