OPPENSTEIN BROTHERS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OPPENSTEIN BROTHERS FOUNDATION (EIN 43-6203035)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-07-23
- IRS object ID
- 202432059349100818
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-23T17:47:58-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436203035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPENSTEIN BROTHERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPPE | BusinessNameControlTxt |
| Phone | 8162342704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COMMERCE BANK TRUSTEE PO BOX 4192 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416248 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8162342704 | PhoneNum |
| Signature | 2024-07-22 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COMMERCE | PersonFirstNm |
| Person Last | TRUST COMPANY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,825,718 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $938,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $938,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,167,938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,576,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,167,938 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,106,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,106,793 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $380,909 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $192,844 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $188,065 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $449 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $449 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $334 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $405,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $188,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,205,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,713,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,611,192 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,901,848 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $495,257 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,913,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $975,444 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $868,265 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $868,265 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,004,073 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,748,357 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,233,980 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,941,136 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,141,879 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,365,253 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,421,615 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,832,290 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,556,090 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $419,090 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $420,437 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $17,943,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,263,508 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,379,568 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,125 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,285,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,273,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,825,718 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,614,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,107,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,614,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,107,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $32,671,129 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,166,390 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,671,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,166,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,285,629 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,273,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,671,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $495,257 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $33,166,390 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,166,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SERCURITIES | PropertyDesc |
| Gross Sales Price | $6,576,384 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,408,446 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,167,938 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,167,938 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,167,938 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,604 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,604 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,499 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,499 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $105 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | COMMERCE BANK NA | IndividualWithBooksNm |
| Phone | 8162342704 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419248 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| COMMERCE BANK NA INVMGMT | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | CORP. TRUSTEE | 40.00 | $192,844 | $0 | $0 |
| COMMERCE BANK NA CHARITY OFFICE | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | CORP. TRUSTEE | 40.00 | $164,460 | $0 | $0 |
| COMMERCE BANK NA CHARITY MGMT | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | CORP. TRUSTEE | 5.00 | $23,605 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,555,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,021,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,125 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,579,398 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,579,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $593,691 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,985,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,949,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,949,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,604 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,604 | TotalTaxAmt |
| Distributable Before Adj | $1,922,681 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,922,681 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,922,681 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,901,848 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,901,848 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,922,681 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,823,516 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,901,848 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,823,516 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,332 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,844,349 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 922 WALNUT SUITE 200 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641061809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8162341768 | RecipientPhoneNum |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES IN THE UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITY KC | ||||||||
| 3011 BALTIMORE AVE | KANSAS CITY | MO | 64108 | NONE | PC | THERAPEUTIC PRESCHOOL & THERAPY SERVICES | $30,000 | |
| AFTER THE HARVEST | ||||||||
| 6320 BROOKSIDE PLZ STE 504 | KANSAS CITY | MO | 64113 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| AMERICAN PUBLIC SQUARE INC | ||||||||
| 300 E 39TH ST STE 2S | KANSAS CITY | MO | 64111 | NONE | PC | CIVICS EDUCATION INITIATIVE | $10,000 | |
| AMETHYST PLACE INC | ||||||||
| 2735A TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $15,000 | |
| ARTISTS HELPING THE HOMELESS | ||||||||
| 3625 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | BE THE CHANGE PROGRAM | $7,500 | |
| ASSISTANCE LEAGUE OF KANSAS CITY | ||||||||
| 6101 N CHESTNUT | GLADSTONE | MO | 64119 | NONE | PC | OPERATION SCHOOL BELL/OPERATION CHILD IN NEED | $6,000 | |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | SCOUTREACH | $12,500 | |
| BOYS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | PROJECT LEARN | $30,000 | STE 102 |
| BOYS GROW CORP | ||||||||
| 9301 E STATE ROUTE 150 | KANSAS CITY | MO | 641491131 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $7,500 | |
| CASA OF JOHNSON & WYANDOTTE COUNTIES INC | ||||||||
| 6400 GLENWOOD ST STE 100 | OVERLAND PARK | KS | 66202 | NONE | PC | CHILD ADVOCACY PROGRAM | $17,500 | |
| CATHOLIC CHARITIES OF KC-ST JOSEPH INC | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | EMERGENCY ASSISTANCE-WELCOME CENTER | $15,000 | STE 250 |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS INC | ||||||||
| 9720 W 87TH ST | OVERLAND PARK | KS | 66212 | NONE | PC | REFUGEE MATCH GRANT PROGRAM | $12,500 | |
| CHILD ABUSE PREVENTION ASSOCIATION | ||||||||
| 503 E 23RD ST | INDEPENDENCE | MO | 640551502 | NONE | PC | FAMILY SUPPORT SERVICES PROGRAM | $10,000 | |
| CHILD PROTECTION CENTER INC | ||||||||
| 3101 BROADWAY STE 750 | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| CHILDRENS CENTER FOR THE VISUALLY IMPAIRED | ||||||||
| 3101 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | SCHOLARSHIPS FOR PRESCHOOL STUDENTS | $20,000 | |
| CITY YEAR INC | ||||||||
| 2301 MCGEE ST | KANSAS CITY | MO | 64108 | NONE | PC | WHOLE SCHOOL, WHOLE CHILD PROGRAM | $10,000 | |
| COMMUNITY LINC | ||||||||
| PO BOX 32697 | KANSAS CITY | MO | 64171 | NONE | PC | TRANSITIONAL SHELTER PROGRAM | $20,000 | |
| COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY | ||||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | BRIDGES TO CAREER OPPORTUNITIES | $15,000 | |
| CORNERSTONES OF CARE | ||||||||
| 300 E 36TH ST | KANSAS CITY | MO | 64111 | NONE | PC | GILLIS CAMPUS PROGRAM SUPPORT | $30,000 | |
| COTERIE INC | ||||||||
| 2450 GRAND BLVD STE 144 | KANSAS CITY | MO | 641082520 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $10,000 | |
| CRISTO REY KANSAS CITY HIGH SCHOOL | ||||||||
| 211 WEST LINWOOD BLVD | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| CROSS-LINES COMMUNITY OUTREACH INC | ||||||||
| 736 SHAWNEE AVE | KANSAS CITY | KS | 66105 | NONE | PC | CROSS-LINES COMMUNITY MARKET | $15,000 | |
| CULTIVATE KANSAS CITY INC | ||||||||
| 300 E 39TH ST 4B | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $17,500 | |
| DE LA SALLE EDUCATION CENTER | ||||||||
| 3737 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $25,000 | |
| DON BOSCO COMMUNITY CENTER | ||||||||
| 580 CAMPBELL ST | KANSAS CITY | MO | 64106 | NONE | PC | SENIOR NUTRITION PROGRAM | $15,000 | |
| DONNELLY COLLEGE | ||||||||
| 608 N 18TH ST | KANSAS CITY | KS | 66102 | NONE | PC | COLLEGE COUNSELING CENTER PROGRAM | $16,000 | |
| EL CENTRO INC | ||||||||
| 650 MINNESOTA AVE | KANSAS CITY | KS | 66101 | NONE | PC | ACADEMY FOR CHILDREN PROGRAM | $10,000 | |
| FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY | ||||||||
| 9091 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | RECOVERY SUPPORT NAVIGATION & 24/7 CRISIS CALL LINE | $10,000 | |
| FLOURISH FURNISHINGS DBA FLOURISH FURNITURE BANK | ||||||||
| PO BOX 778 | GRANDVIEW | MO | 64030 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $5,000 | |
| FOSTER ADOPT CONNECT INC | ||||||||
| 18600 E 37TH TERR S | INDEPENDENCE | MO | 64057 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| GAN CHABAD TORAH CENTER INC DBA ANNA AND MAX ZALCMAN TORAH LEARNING CENTER | ||||||||
| 8800 W 103RD ST | OVERLAND PARK | KS | 66212 | NONE | PC | KC KOSHER MEALS ON WHEELS | $5,000 | |
| GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC | ||||||||
| 10561 BARKLEY ST STE 101 | OVERLAND PARK | KS | 66212 | NONE | PC | GIRL SCOUT OUTREACH PROGRAM | $15,000 | |
| GUADALUPE CENTER INC | ||||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | GUADALUPE CENTERS AFTER SCHOOL AND DROP-IN SITE | $20,000 | |
| HAPPYBOTTOMS | ||||||||
| 303 W 79TH ST | KANSAS CITY | MO | 64114 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $13,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | TRU EDUCATION | $20,000 | |
| HARVESTERS-THE COMMUNITY FOOD NETWORK | ||||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | FEEDING FAMILIES INITIATIVE | $30,000 | |
| HEALTH PARTNERSHIP CLINIC INC | ||||||||
| 407 S CLAIRBORNE RD STE 104 | OLATHE | KS | 66062 | NONE | PC | DENTAL OUTREACH SERVICES | $7,500 | |
| HEARTLAND CHAMBER MUSIC LTD | ||||||||
| 1600 GENESSEE ST STE 824 | KANSAS CITY | MO | 64102 | NONE | PC | STRING SPROUTS PROGRAM | $5,000 | |
| HOPE HOUSE INC | ||||||||
| 1211 NE INDEPENDENCE AVE | LEES SUMMIT | MO | 64086 | NONE | PC | CHILDRENS SERVICES PROGRAM | $25,000 | |
| JACKSON COUNTY CASA | ||||||||
| 2544 HOLMES | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $15,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 425 E 63RD ST | KANSAS CITY | MO | 64110 | NONE | PC | OLDER ADULT SERVICES | $15,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 W 115TH ST STE 201 | OVERLAND PARK | KS | 662111824 | NONE | PC | CHESED FUND & CAREER SKILLS AND CONNECTIONS | $100,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 W 115TH ST STE 201 | OVERLAND PARK | KS | 662111824 | NONE | PC | ONE-TIME SUPPORT FOR INCREASED SECURITY NEEDS | $10,000 | |
| JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY | ||||||||
| 4600 PASEO BLVD | KANSAS CITY | MO | 64110 | NONE | PC | SOCIAL WORK YOUTH PROGRAM | $22,000 | |
| JOURNEY TO NEW LIFE INC | ||||||||
| 3120 TROOST AVE | KANSAS CITY | MO | 641091844 | NONE | PC | WOMEN'S REENTRY RESIDENCE PROGRAM | $10,000 | |
| KANBES MARKETS | ||||||||
| 3119 TERRACE ST | KANSAS CITY | MO | 64111 | NONE | PC | HEALTHY CORNER STORES | $15,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION FBO KANSAS CHILDREN'S SERVICE LEA | ||||||||
| 6025 METCALF LN STE 300 | OVERLAND PARK | KS | 66202 | NONE | PC | HEALTHY FAMILIES JOHNSON COUNTY | $15,000 | |
| KANSAS CITY ART INSTITUTE | ||||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 641111874 | NONE | PC | KCAI ART CLUB FOR AT-RISK YOUTH | $15,000 | |
| KANSAS CITY BALLET ASSOCIATION | ||||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | REACH OUT AND DANCE (R.O.A.D.) | $15,000 | |
| KANSAS CITY CARE CLINIC DBA KC CARE HEALTH CENTER | ||||||||
| 3515 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | ADVANCING A HEALTHY KC CAPITAL CAMPAIGN | $30,000 | |
| KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC | ||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL PROGRAM SUPPORT FOR TITLE I STUDENTS | $20,000 | |
| KANSAS CITY COMMUNITY GARDENS INC | ||||||||
| 6917 KENSINGTON AVE | KANSAS CITY | MO | 64132 | NONE | PC | INDIVIDUAL & FAMILY GARDENS PROGRAM | $10,000 | |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||||
| 1714 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | AILEYCAMP | $25,000 | |
| KANSAS CITY REPERTORY THEATRE INC | ||||||||
| 4825 TROOST AVE STE 101 | KANSAS CITY | MO | 641102030 | NONE | PC | EDUCATION PROGRAMS | $5,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS | $25,000 | |
| KIDSTLC INC | ||||||||
| 480 S ROGERS RD | OLATHE | KS | 660621706 | NONE | PC | PARACHUTE OF HOPE FUND | $15,000 | |
| KVC BEHAVIORAL HEALTHCARE MISSOURI INC | ||||||||
| 1911 E 23RD ST | KANSAS CITY | MO | 641273701 | NONE | PC | KVC NILES CHILDREN'S CAMPUS RENOVATION | $30,000 | |
| LEAD TO READ INC | ||||||||
| PO BOX 411006 | KANSAS CITY | MO | 64141 | NONE | PC | USED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION | $7,500 | |
| LEGAL AID OF WESTERN MISSOURI | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | DOMESTIC VIOLENCE INTERVENTION PROGRAM | $15,000 | STE 300 |
| LEVELUP KIDS INC | ||||||||
| 5416 NE ANTIOCH RD | KANSAS CITY | MO | 64119 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $8,000 | |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 641084603 | NONE | PC | SUBSIDIZED SCHOOL PROGRAM | $10,000 | |
| LITERACY KANSAS CITY | ||||||||
| 3036 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | ADULT EDUCATION & LITERACY PROGRAMS | $12,500 | |
| METROPOLITAN LUTHERAN MINISTRY | ||||||||
| 3031 HOLMES ST | KANSAS CITY | MO | 641091435 | NONE | PC | EILEEN'S PLACE | $30,000 | |
| METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA | ||||||||
| 3100 BROADWAY STE 400 | KANSAS CITY | MO | 64111 | NONE | PC | YOUTH-LED SEXUAL VIOLENCE PREVENTION PROGRAM | $20,000 | |
| MINDDRIVE INCORPORATED | ||||||||
| 2615 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | STEM EDUCATIONAL PROGRAM SUPPORT | $10,000 | |
| MISSION VISION PROJECT | ||||||||
| PO BOX 32134 | KANSAS CITY | MO | 641715134 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER | $5,000 | |
| MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP | ||||||||
| 3105 GILLHAM RD STE 200 | KANSAS CITY | MO | 64109 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $12,500 | |
| MUSIC-ARTS INSTITUTE | ||||||||
| 1010 S PEARL ST | INDEPENDENCE | MO | 64050 | NONE | PC | SCHOLARSHIPS | $10,000 | |
| NEWHOUSE INC | ||||||||
| 660 BROOKLYN | KANSAS CITY | MO | 64124 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| NORTHEAST COMMUNITY CENTER INC | ||||||||
| 544 WABASH AVE | KANSAS CITY | MO | 64124 | NONE | PC | HARMONY PROJECT KC | $5,000 | |
| NORTHLAND ASSISTANCE CENTER | ||||||||
| 2018 GENTRY ST | NORTH KANSAS CITY | MO | 64116 | NONE | PC | EMERGENCY ASSISTANCE PROGRAM | $10,000 | |
| NORTHLAND EARLY EDUCATION CENTER | ||||||||
| 8630 N OAK TRFY | KANSAS CITY | MO | 64155 | NONE | PC | EARLY INTERVENTION SERVICES PROGRAM | $10,000 | |
| NORTHLAND SHEPHERD'S CENTER | ||||||||
| 5601 NE ANTIOCH RD STE 12 | GLADSTONE | MO | 64119 | NONE | PC | COMMUNITY AGING SOLUTIONS | $8,000 | |
| NOURISHKC | ||||||||
| PO BOX 10337 | KANSAS CITY | MO | 64171 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $30,000 | |
| OPERATION BREAKTHROUGH INC | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 641091540 | NONE | PC | SOCIAL SERVICES PROGRAM | $30,000 | |
| PAWSPERITY INC | ||||||||
| 5805 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | THE GROOMING PROJECT | $10,000 | |
| PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER | ||||||||
| 1020 CENTRAL ST STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | FOLLY KIDS' SERIES | $5,000 | |
| PLANNED PARENTHOOD GREAT PLAINS | ||||||||
| 4401 W 109TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | INCREASING ACCESS TO CARE AND EDUCATION IN GREATER KANSAS CITY | $40,000 | |
| KU ENDOWMENT ASSOCIATION FBO REACH OUT AND READ KANSAS CITY | ||||||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66160 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $5,000 | |
| REBUILDING TOGETHER KANSAS CITY INC | ||||||||
| 2050 PLUMBERS WY 150 | LIBERTY | MO | 64068 | NONE | PC | SAFE AT HOME PROGRAM | $7,500 | |
| REDISCOVER | ||||||||
| 1555 NE RICE RD | LEES SUMMIT | MO | 64086 | NONE | PC | BEHAVIORAL HEALTH URGENT CARE CLINIC (BHUCC) | $10,000 | |
| RESTART INC | ||||||||
| 918 E 9TH ST | KANSAS CITY | MO | 64106 | NONE | PC | ADULT EMERGENCY SHELTER | $25,000 | |
| RIGHTFULLY SEWN INC | ||||||||
| 1800 WYANDOTTE ST STE 204 | KANSAS CITY | MO | 64108 | NONE | PC | SEAMSTRESS TRAINING PROGRAM | $8,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC | ||||||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | FAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL | $15,000 | |
| ROSE BROOKS CENTER INC | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | NONE | PC | EMERGENCY SHELTER PROGRAM | $20,000 | |
| SAFEHOME INC | ||||||||
| 8745 BALLENTINE ST | OVERLAND PARK | KS | 66214 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $15,000 | |
| SAVE INC | ||||||||
| PO BOX 45301 | KANSAS CITY | MO | 64171 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $18,000 | |
| SETON CENTER INC | ||||||||
| 2816 E 23RD ST | KANSAS CITY | MO | 64127 | NONE | PC | CHILDREN'S DENTAL SERVICES | $15,000 | |
| SHEFFIELD PLACE | ||||||||
| 6604 E 12TH ST | KANSAS CITY | MO | 641262208 | NONE | PC | MENTAL HEALTH SERVICES FOR HOMELESS MOTHERS & CHILDREN | $15,000 | |
| SHEPHERDS CENTER OF KANSAS CITY CENTRAL | ||||||||
| 9200 WARD PKWY | KANSAS CITY | MO | 64114 | NONE | PC | SENIOR COMPANION PROGRAM | $10,000 | |
| SHEPHERDS CENTER OF KANSAS CITY KANSAS INC | ||||||||
| 757 ARMSTRONG AVE | KANSAS CITY | KS | 66101 | NONE | PC | MINOR HOME REPAIR PROGRAM FOR SENIORS | $15,000 | |
| START AT ZERO | ||||||||
| 5508 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | FAMILY HOME VISITING | $17,000 | |
| SUNFLOWER HOUSE | ||||||||
| 15440 W 65TH ST | SHAWNEE | KS | 66217 | NONE | PC | CHILD ABUSE PREVENTION EDUCATION PROGRAM | $15,000 | |
| SWOPE HEALTH SERVICES | ||||||||
| 3801 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 641302807 | NONE | PC | CHAMPS PROGRAM | $15,000 | |
| SYNERGY SERVICES INC | ||||||||
| 400 E 6TH ST | PARKVILLE | MO | 641523703 | NONE | PC | STREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) | $10,000 | |
| THE CHILDRENS PLACE INC | ||||||||
| 6401 ROCKHILL RD | KANSAS CITY | MO | 64131 | NONE | PC | DAY TREATMENT SERVICES PROGRAM | $25,000 | |
| THE FAMILY CONSERVANCY | ||||||||
| 444 MINNESOTA AVE STE 200 | KANSAS CITY | KS | 66101 | NONE | PC | OUTPATIENT MENTAL HEALTH THERAPY FOR CHILDREN | $15,000 | |
| THE LAUNCHCODE FOUNDATION | ||||||||
| 4811 DELMAR BLVD | ST LOUIS | MO | 63108 | NONE | PC | KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM | $5,000 | |
| THE SEWING LABS | ||||||||
| 526 CAMPBELL ST | KANSAS CITY | MO | 64106 | NONE | PC | THE SEWING SALON TRAINING PROGRAM | $5,000 | |
| TRUE LIGHT FAMILY RESOURCE CENTER | ||||||||
| 712 E 31ST ST | KANSAS CITY | MO | 64109 | NONE | PC | EMANCIPATION STATION: CASE MANAGEMENT EXPANSION | $5,000 | |
| UNITED INNER CITY SERVICES DBA EARLYSTART | ||||||||
| 2008 E 12TH ST | KANSAS CITY | MO | 64127 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| URBAN RANGER CORPS | ||||||||
| 5908 SWOPE PKWY | KANSAS CITY | MO | 64130 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $10,000 | |
| WILDWOOD OUTDOOR EDUCATION CENTER INC | ||||||||
| 7095 W 399TH ST | LACYGNE | KS | 66040 | NONE | PC | SUMMER CAMP PROGRAMS | $10,000 | |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | ||||||||
| 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | 2022/2023 SEASON EDUCATION EVENTS | $10,000 | |
| WOMENS EMPLOYMENT NETWORK | ||||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | WENS SIGNATURE PROGRAMMING AND SERVICES | $12,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY | ||||||||
| 3100 BROADWAY STE 1020 | KANSAS CITY | MO | 64111 | NONE | PC | LINWOOD Y YOUTH DEVELOPMENT CONTINUUM | $27,500 | |
| YOUTH AMBASSADORS INC | ||||||||
| 5809 MICHIGAN AVE | KANSAS CITY | MO | 64130 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $12,500 | |
| YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC | ||||||||
| 1111 W 39TH ST STE A128 | KANSAS CITY | MO | 64111 | NONE | PC | ORCHESTRAL EDUCATION PROGRAM | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,713,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMETHYST PLACE INC | ||||||||
| 2735A TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $15,000 | |
| BOYS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | PROJECT LEARN | $60,000 | STE 102 |
| CASA OF JOHNSON & WYANDOTTE COUNTIES INC | ||||||||
| 6400 GLENWOOD ST STE 100 | OVERLAND PARK | KS | 66202 | NONE | PC | CHILD ADVOCACY PROGRAM | $20,000 | |
| CATHOLIC CHARITIES OF KC-ST JOSEPH INC | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | EMERGENCY ASSISTANCE-WELCOME CENTER | $15,000 | STE 250 |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS INC | ||||||||
| 9720 W 87TH ST | OVERLAND PARK | KS | 66212 | NONE | PC | REFUGEE MATCH GRANT PROGRAM | $12,500 | |
| CHILD ABUSE PREVENTION ASSOCIATION | ||||||||
| 503 E 23RD ST | INDEPENDENCE | MO | 640551502 | NONE | PC | FAMILY SUPPORT SERVICES PROGRAM | $10,000 | |
| COTERIE INC | ||||||||
| 2450 GRAND BLVD STE 144 | KANSAS CITY | MO | 641082520 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| CROSS-LINES COMMUNITY OUTREACH INC | ||||||||
| 736 SHAWNEE AVE | KANSAS CITY | KS | 66105 | NONE | PC | CROSS-LINES COMMUNITY MARKET | $15,000 | |
| CULTIVATE KANSAS CITY INC | ||||||||
| 300 E 39TH ST 4B | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $17,500 | |
| DONNELLY COLLEGE | ||||||||
| 608 N 18TH ST | KANSAS CITY | KS | 66102 | NONE | PC | COLLEGE COUNSELING CENTER PROGRAM | $16,000 | |
| EL CENTRO INC | ||||||||
| 650 MINNESOTA AVE | KANSAS CITY | KS | 66101 | NONE | PC | ACADEMY FOR CHILDREN PROGRAM | $10,000 | |
| FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY | ||||||||
| 9091 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | RECOVERY SUPPORT NAVIGATION & 24/7 CRISIS CALL LINE | $10,000 | |
| FLOURISH FURNISHINGS DBA FLOURISH FURNITURE BANK | ||||||||
| PO BOX 778 | GRANDVIEW | MO | 64030 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $5,000 | |
| GAN CHABAD TORAH CENTER INC DBA ANNA AND MAX ZALCMAN TORAH LEARNING CENTER | ||||||||
| 8800 W 103RD ST | OVERLAND PARK | KS | 66212 | NONE | PC | KC KOSHER MEALS ON WHEELS | $5,000 | |
| GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC | ||||||||
| 10561 BARKLEY ST STE 101 | OVERLAND PARK | KS | 66212 | NONE | PC | GIRL SCOUT OUTREACH PROGRAM | $15,000 | |
| GUADALUPE CENTER INC | ||||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | GUADALUPE CENTERS AFTER SCHOOL AND DROP-IN SITE | $40,000 | |
| HAPPYBOTTOMS | ||||||||
| 303 W 79TH ST | KANSAS CITY | MO | 64114 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $26,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | TRU EDUCATION | $20,000 | |
| HEALTH PARTNERSHIP CLINIC INC | ||||||||
| 407 S CLAIRBORNE RD STE 104 | OLATHE | KS | 66062 | NONE | PC | DENTAL OUTREACH SERVICES | $7,500 | |
| HEARTLAND CHAMBER MUSIC LTD | ||||||||
| 1600 GENESSEE ST STE 824 | KANSAS CITY | MO | 64102 | NONE | PC | STRING SPROUTS PROGRAM | $5,000 | |
| HOPE HOUSE INC | ||||||||
| 1211 NE INDEPENDENCE AVE | LEES SUMMIT | MO | 64086 | NONE | PC | CHILDRENS SERVICES PROGRAM | $25,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 W 115TH ST STE 201 | OVERLAND PARK | KS | 662111824 | NONE | PC | CHESED FUND & CAREER SKILLS AND CONNECTIONS | $100,000 | |
| JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY | ||||||||
| 4600 PASEO BLVD | KANSAS CITY | MO | 64110 | NONE | PC | SOCIAL WORK YOUTH PROGRAM | $22,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION FBO KANSAS CHILDREN'S SERVICE LEA | ||||||||
| 6025 METCALF LN STE 300 | OVERLAND PARK | KS | 66202 | NONE | PC | HEALTHY FAMILIES JOHNSON COUNTY | $15,000 | |
| KANSAS CITY BALLET ASSOCIATION | ||||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | REACH OUT AND DANCE (R.O.A.D.) | $15,000 | |
| KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC | ||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL PROGRAM SUPPORT FOR TITLE I STUDENTS | $15,000 | |
| KANSAS CITY COMMUNITY GARDENS INC | ||||||||
| 6917 KENSINGTON AVE | KANSAS CITY | MO | 64132 | NONE | PC | INDIVIDUAL & FAMILY GARDENS PROGRAM | $10,000 | |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||||
| 1714 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | AILEYCAMP | $25,000 | |
| KANSAS CITY REPERTORY THEATRE INC | ||||||||
| 4825 TROOST AVE STE 101 | KANSAS CITY | MO | 641102030 | NONE | PC | EDUCATION PROGRAMS | $10,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS | $40,000 | |
| LEAD TO READ INC | ||||||||
| PO BOX 411006 | KANSAS CITY | MO | 64141 | NONE | PC | USED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION | $7,500 | |
| LEGAL AID OF WESTERN MISSOURI | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | DOMESTIC VIOLENCE INTERVENTION PROGRAM | $30,000 | STE 300 |
| LEVELUP KIDS INC | ||||||||
| 5416 NE ANTIOCH RD | KANSAS CITY | MO | 64119 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $8,000 | |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 641084603 | NONE | PC | SUBSIDIZED SCHOOL PROGRAM | $10,000 | |
| MATTIE RHODES CENTER | ||||||||
| 148 N TOPPING AVENUE | KANSAS CITY | MO | 64123 | NONE | PC | COMMUNITY BEHAVIORAL HEALTH SERVICES | $15,000 | |
| MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP | ||||||||
| 3105 GILLHAM RD STE 200 | KANSAS CITY | MO | 64109 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $12,500 | |
| MUSIC-ARTS INSTITUTE | ||||||||
| 1010 S PEARL ST | INDEPENDENCE | MO | 64050 | NONE | PC | SCHOLARSHIPS | $12,500 | |
| NEWHOUSE INC | ||||||||
| 660 BROOKLYN | KANSAS CITY | MO | 64124 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| NORTHEAST COMMUNITY CENTER INC | ||||||||
| 544 WABASH AVE | KANSAS CITY | MO | 64124 | NONE | PC | HARMONY PROJECT KC | $5,000 | |
| NORTHLAND ASSISTANCE CENTER | ||||||||
| 2018 GENTRY ST | NORTH KANSAS CITY | MO | 64116 | NONE | PC | EMERGENCY ASSISTANCE PROGRAM | $10,000 | |
| NORTHLAND EARLY EDUCATION CENTER | ||||||||
| 8630 N OAK TRFY | KANSAS CITY | MO | 64155 | NONE | PC | EARLY INTERVENTION SERVICES PROGRAM | $10,000 | |
| OPERATION BREAKTHROUGH INC | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 641091540 | NONE | PC | SOCIAL SERVICES PROGRAM | $60,000 | |
| PLANNED PARENTHOOD GREAT PLAINS | ||||||||
| 4401 W 109TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | INCREASING ACCESS TO CARE AND EDUCATION IN GREATER KANSAS CITY | $40,000 | |
| KU ENDOWMENT ASSOCIATION FBO REACH OUT AND READ KANSAS CITY | ||||||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66160 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $5,000 | |
| REBUILDING TOGETHER KANSAS CITY INC | ||||||||
| 2050 PLUMBERS WY 150 | LIBERTY | MO | 64068 | NONE | PC | SAFE AT HOME PROGRAM | $7,500 | |
| RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC | ||||||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | FAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL | $15,000 | |
| ROSE BROOKS CENTER INC | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | NONE | PC | EMERGENCY SHELTER PROGRAM | $40,000 | |
| SAFEHOME INC | ||||||||
| 8745 BALLENTINE ST | OVERLAND PARK | KS | 66214 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $30,000 | |
| SAVE INC | ||||||||
| PO BOX 45301 | KANSAS CITY | MO | 64171 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $18,000 | |
| SETON CENTER INC | ||||||||
| 2816 E 23RD ST | KANSAS CITY | MO | 64127 | NONE | PC | CHILDREN'S DENTAL SERVICES | $15,000 | |
| START AT ZERO | ||||||||
| 5508 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | FAMILY HOME VISITING | $17,000 | |
| THE CHILDRENS PLACE INC | ||||||||
| 6401 ROCKHILL RD | KANSAS CITY | MO | 64131 | NONE | PC | DAY TREATMENT SERVICES PROGRAM | $25,000 | |
| THE FAMILY CONSERVANCY | ||||||||
| 444 MINNESOTA AVE STE 200 | KANSAS CITY | KS | 66101 | NONE | PC | OUTPATIENT MENTAL HEALTH THERAPY FOR CHILDREN | $15,000 | |
| THE LAUNCHCODE FOUNDATION | ||||||||
| 4811 DELMAR BLVD | ST LOUIS | MO | 63108 | NONE | PC | KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM | $5,000 | |
| UNITED INNER CITY SERVICES DBA EARLYSTART | ||||||||
| 2008 E 12TH ST | KANSAS CITY | MO | 64127 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| WILDWOOD OUTDOOR EDUCATION CENTER INC | ||||||||
| 7095 W 399TH ST | LACYGNE | KS | 66040 | NONE | PC | SUMMER CAMP PROGRAMS | $10,000 | |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | ||||||||
| 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | 2022/2023 SEASON EDUCATION EVENTS | $10,000 | |
| YOUTH AMBASSADORS INC | ||||||||
| 5809 MICHIGAN AVE | KANSAS CITY | MO | 64130 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $12,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,107,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $938,511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,167,938 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,106,449 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,106,449 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (8 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(C)(4) | COMMON TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(C)(4) | COMMON TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(C)(4) | COMMON TRUSTEE |
| ALICE G OGG TRUST UNDER WILL | |
| 501(C)(4) | COMMON TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(C)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(C)(4) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(C)(4) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF CEMETERY | |
| 501(C)(4) | COMMON TRUSTEE |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (44 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS NT 6.15% 11/30/37 | $49,800 | $55,807 |
| APPLIED MATERIALS NT 3.9% 10/1/25 | $73,586 | $68,859 |
| ATMOS ENERGY NT 1.5% 1/15/31 | $69,696 | $56,179 |
| BAIRD AGGREGATE BOND FUND IS | $935,533 | $900,569 |
| BANK OF AMERICA NT V/R 2/7/30 | $65,000 | $61,597 |
| BANK OF NY MELLON NT V/R 2/1/34 | $60,000 | $57,895 |
| BAPTIST HLTH FL NT 4.342% 11/15/41 | $50,400 | $44,223 |
| BB&T CORP NT 2.5% 8/1/24 | $73,760 | $69,256 |
| BP CAP MARKETS NT 4.234% 11/6/28 | $65,000 | $63,612 |
| BURLINGTON NORTH NT 3.9% 8/1/46 | $64,479 | $53,232 |
| COMMERCE BOND FUND #333 | $180,000 | $182,162 |
| CRVNA 2022-P3 CL A3 4.61% 11/10/27 | $64,990 | $64,329 |
| CUMMINS INC NT 1.5% 9/1/30 | $74,723 | $61,343 |
| DODGE & COX INCOME FD | $2,236,423 | $2,167,251 |
| FL POWER & LIGHT NT 3.8% 12/15/42 | $49,752 | $41,183 |
| FORDO 2022-C CL A3 4.48% 12/15/26 | $59,997 | $59,528 |
| GONZAGA UNIV NT 4.158% 4/1/46 | $35,000 | $28,736 |
| HONEYWELL INTL NT 2.5% 11/1/26 | $70,825 | $70,866 |
| JPMORGAN CHASE NT V/R 1/23/29 | $65,000 | $61,485 |
| LOUISVILLE GAS NT 4.65% 11/15/43 | $67,897 | $54,102 |
| MASTERCARD INC NT 2.95% 6/1/29 | $69,903 | $64,450 |
| MORGAN STANLEY NT V/R 1/23/30 | $64,487 | $62,947 |
| NEVADA POWER NT 6.75% 7/1/37 | $73,453 | $61,566 |
| PEPSICO INC NT 3.5% 7/17/25 | $60,644 | $58,784 |
| PG&E WILDFIRE REC NT 3.594% 6/1/30 | $53,512 | $51,306 |
| PNC BANK NA NT 2.7% 11/1/22 | $59,887 | $54,700 |
| PRAXAIR INC NT 2.65% 2/5/25 | $68,956 | $63,617 |
| PRUDENTIAL FNDG NT 3.125% 4/14/30 | $59,815 | $58,479 |
| PUB SVC ELEC & GAS NT 5.5% 3/1/40 | $44,784 | $45,785 |
| PUBLIC STORAGE NT 0.875% 2/15/26 | $74,542 | $69,299 |
| SHELL INTL NT 4% 5/10/46 | $58,919 | $50,469 |
| SLST 2022-1 CL A1 3.5% 5/25/32 | $52,496 | $50,001 |
| SSM HEALTH CARE NT 3.823% 6/1/27 | $55,000 | $52,896 |
| STATE STREET NT V/R 11/1/25 | $70,000 | $65,013 |
| TOSCO CORP NT 8.125% 2/15/30 | $45,457 | $40,454 |
| TRANS-CANADA PL NT 7.25% 8/15/38 | $51,288 | $45,818 |
| UNION PACIFIC RR NT 2.695% 5/12/27 | $43,519 | $40,697 |
| US BANCORP NT 2.95% 7/15/22 | $60,000 | $55,344 |
| VISA INC NT 3.15% 12/14/25 | $63,235 | $63,209 |
| VZMT 2022-7 CL A1A V/R 11/22/27 | $59,989 | $59,866 |
| WELLS FARGO & CO NT V/R 10/30/30 | $70,000 | $61,879 |
| WW GRAINGER NT 3.75% 5/15/46 | $44,695 | $36,902 |
| BANK OF MONTREAL NT 5.717% 9/25/28 | $60,976 | $61,620 |
| BRISTOL MYERS NT 5.9% 11/15/33 | $54,872 | $58,775 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $45,956 | $59,103 |
| ABBVIE INC | $46,917 | $58,272 |
| ALPHABET INC CL A | $93,674 | $329,027 |
| AMAZON COM INC | $90,869 | $330,095 |
| AMER CENT SM CAP GRWTH-Y | $400,000 | $415,660 |
| AMPHENOL CORP CL-A | $17,166 | $57,675 |
| APPLE INC | $78,045 | $553,880 |
| BLCKRCK SYST MULTI STR-K | $950,000 | $961,239 |
| CADENCE DESIGN SYSTEMS INC | $11,591 | $54,474 |
| CDW CORP/DE | $38,641 | $56,272 |
| CHENIERE ENERGY INC | $42,171 | $52,416 |
| CHURCH & DWIGHT CO INC | $43,289 | $51,633 |
| COPART INC | $32,107 | $57,920 |
| COSTCO WHSL CORP NEW | $36,657 | $54,947 |
| CSX CORP | $45,844 | $57,088 |
| EBAY INC | $49,603 | $53,308 |
| EQUITY LIFESTYLE PROPERTIES | $62,598 | $51,520 |
| FIDELITY MID CAP GRW INDX | $450,000 | $463,931 |
| FIDELITY MID CAP VAL INDX | $575,190 | $656,055 |
| FISERV INC | $13,352 | $58,334 |
| GEN DIGITAL INC | $47,994 | $52,640 |
| HILTON WORLDWIDE HOLDINGS INC | $29,826 | $57,594 |
| HOME DEPOT INC | $14,605 | $55,622 |
| HONEYWELL INTL INC | $51,345 | $58,496 |
| ILLINOIS TOOL WORKS INC | $17,342 | $56,349 |
| MASTERCARD INCORPORATED CLASS A | $19,724 | $81,867 |
| MCDONALDS CORP | $31,258 | $56,390 |
| MCKESSON CORP | $33,103 | $56,369 |
| MICROSOFT CORP | $111,205 | $664,738 |
| MSCI INC-A | $48,816 | $58,847 |
| NETAPP INC | $38,518 | $51,435 |
| NVIDIA CORP | $62,245 | $429,191 |
| PALO ALTO NETWORKS INC | $26,381 | $59,667 |
| PEPSICO INC | $35,002 | $57,753 |
| PTC INC | $32,727 | $50,069 |
| ROLLINS INCORPORATED | $26,575 | $51,036 |
| RPM INC OHIO | $22,432 | $51,149 |
| SHERWIN WILLIAMS CO | $15,895 | $57,309 |
| STARBUCKS CORP | $48,353 | $58,033 |
| STRYKER CORP | $16,105 | $57,259 |
| TESLA MOTORS INC | $76,633 | $87,895 |
| THERMO FISHER CORP | $25,675 | $61,027 |
| TRACTOR SUPPLY COMPANY | $39,680 | $53,653 |
| UNITEDHEALTH GROUP INC | $42,743 | $79,152 |
| VISA INC CLASS A SHARES | $22,196 | $83,724 |
| WASTE MGMT INC DEL | $39,798 | $60,748 |
| ZOETIS INC | $46,321 | $57,531 |
| ARCH CAPITAL GROUP LIMITED | $41,104 | $52,691 |
| BENTLEY SYSTEMS INC | $48,507 | $52,220 |
| BROADCOM INC | $61,799 | $99,406 |
| CORPAY INC COM | $44,270 | $57,080 |
| FAIR ISAAC & CO INC | $50,766 | $49,984 |
| GODADDY INC CL A | $30,484 | $50,439 |
| INTUIT | $40,905 | $58,500 |
| JAZZ PHARMACEUTICALS PLC | $51,947 | $51,179 |
| LILLY ELI & CO | $72,701 | $124,474 |
| LINCOLN ELEC HLDGS INC | $34,735 | $49,811 |
| LULULEMON ATHLETICA INC | $53,010 | $54,691 |
| META PLATFORMS INC | $116,254 | $199,088 |
| MOTOROLA SOLUTIONS INC | $48,800 | $60,347 |
| PERFORMANCE FOOD GROUP CO | $40,147 | $50,382 |
| ROCKWELL AUTOMATION INC | $48,926 | $50,983 |
| SALESFORCE INC | $56,778 | $55,718 |
| TARGA RESOURCES CORP | $40,137 | $52,075 |
| TRADEWEB MARKETS INC | $34,289 | $51,564 |
| TRAVEL AND LEISURE CO | $40,796 | $53,611 |
| VONTIER CORP | $39,357 | $52,618 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,418,236 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,211,159 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,330,121 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,022,821 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN MID CAP FUND-INS | AT COST | $648,574 | $629,865 |
| CAUSEWAY EMERGING MARKETS-IS | AT COST | $834,012 | $648,181 |
| CLEARBRIDGE SMALL CAP GR IS | AT COST | $345,370 | $536,136 |
| COMMERCE MIDCAP GROWTH FUND | AT COST | $647,643 | $907,631 |
| COMMERCE VALUE FUND INSTITUTIONAL | AT COST | $1,719,569 | $2,372,621 |
| DFA INTL SMALL CO PORTFOLIO | AT COST | $704,368 | $871,403 |
| DFA US LARGE CAP VALUE PORTFOLIO | AT COST | $1,405,608 | $1,962,963 |
| DFA US TARGETED VALUE PORTFOLIO | AT COST | $912,720 | $1,098,929 |
| DODGE & COX INTERNATIONAL STOCK FUND | AT COST | $184,934 | $213,665 |
| ISHARES RUSSELL 1000 GROWTH ETF | AT COST | $18,253 | $23,594 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | AT COST | $44,508 | $163,791 |
| ISHARES RUSSELL MIDCAP VALUE ETF | AT COST | $641,143 | $1,941,988 |
| JPMORGAN HEDGED EQUITY-R6 | AT COST | $922,079 | $1,064,540 |
| LAZARD EMERGING MARKETS EQUITY PORT | AT COST | $708,150 | $731,451 |
| MFS RESEARCH INTERNAT R6 | AT COST | $1,633,641 | $2,324,519 |
| PGIM JENNISON M/C GROWTH CL R6 | AT COST | $254,000 | $195,857 |
| T ROWE PR GROWTH STOCK-I | AT COST | $354,472 | $492,166 |
| T ROWE PR NEW HORIZONS-I | AT COST | $196,717 | $230,942 |
| T ROWE PR OVERSEAS STOCK-I | AT COST | $1,385,000 | $1,574,659 |
| TIAA-CREF L/C GROW INDX-INST | AT COST | $1,435,988 | $2,267,805 |
| TIAA-CREF L/C VAL INDX-INST | AT COST | $2,266,759 | $3,126,862 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART - TWO THOMAS HART BENTON | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $2,125 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $140 | $0 | $140 |
| DUES & SUBSCRIPTIONS | $165 | $0 | $165 |
| OFFICE SUPPLIES | $29 | $0 | $29 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ESTIMATES | CategoryTxt |
| Amt | $24,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments