CASALENA FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CASALENA FOUNDATION (EIN 83-2198097)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-21
IRS object ID
202402349349300430
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-21T12:13:23+00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Forvis Mazars LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11201 Walnut Suite 1700AddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641062246ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832198097EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Casalena FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCASABusinessNameControlTxt
Phone8168420944PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 BROADWAY BLVD 130AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY CASALENAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2024-08-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael EnglePreparerPersonNm
PTINP00482834PTIN
Phone8162216300PhoneNum
Preparation2024-08-21PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANTHONY CASALENABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 BROADWAY BLVD 130AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,135,033GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTHE CASALENA FOUNDATION WILL WORK TO FURTHER THEIR VISION OF STRENGTHENING THE COMMON GOOD LOCALLY AND THROUGHOUT THE WORLD PRIMARILY THROUGH GRANTMAKING TO A RANGE OF CHARITABLE ORGANIZATIONS THAT FOCUS ON A VARIETY OF MATTERS. THE FOUNDATION ALSO WORKS TO ADVANCE INNOVATIVE PHILANTHROPIC SOLUTIONS TO CHALLENGING PROBLEMS.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$3,964,870PYInvestmentIncomeAmt
CY Investment Income$316,561CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue-$3,964,870PYTotalRevenueAmt
CY Total Revenue$316,561CYTotalRevenueAmt
PY Grants And Similar Paid$175,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$145,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$198,506PYOtherExpensesAmt
CY Other Expenses$212,767CYOtherExpensesAmt
PY Total Expenses$373,506PYTotalExpensesAmt
CY Total Expenses$357,767CYTotalExpensesAmt
PY Revenues Less Expenses-$4,338,376PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$41,206CYRevenuesLessExpensesAmt
Total Assets BOY$111,550,763TotalAssetsBOYAmt
Total Assets EOY$160,372,860TotalAssetsEOYAmt
Total Liabilities BOY$27,804TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,098TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$111,522,959NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$160,349,762NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$145,000ExpenseAmt
Grant$145,000GrantAmt
Revenue$0RevenueAmt
DescTHE CASALENA FOUNDATION WORKS WITH ITS SUPPORTED ORGANIZATION, THE GREATER KANSAS CITY COMMUNITY FOUNDATION, TO HELP STRENGTHEN THE COMMON GOOD LOCALLY AND THROUGHOUT THE WORLD PRIMARILY THROUGH GRANTMAKING TO A RANGE OF CHARITABLE ORGANIZATIONS THAT FOCUS ON A VARIETY OF MATTERS. THE FOUNDATION ALSO WORKS TO ADVANCE INNOVATIVE PHILANTHROPIC SOLUTIONS TO CHALLENGING PROBLEMS.Desc
Total Program Service Expenses$145,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldDEStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATIE GRAYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8168420944PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 BROADWAY STE 130AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANTHONY CASALENA
DIRECTOR/PRESIDENT0.10.0Yes (X)Yes (X)$0$0$0
COREY ZIEGLER
DIRECTOR/SECRETARY0.141.1Yes (X)Yes (X)$0$245,431$21,622
DEBORAH L WILKERSON
DIRECTOR/TREASURER0.140.4Yes (X)Yes (X)$0$468,928$55,226
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$714,359TotReportableCompRltdOrgAmt
Total Other Compensation$76,848TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$342,167TotalRevenueColumnAmt
Exclusion$342,167ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,792,866SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,818,472SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$25,606SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$25,606TotalRevenueColumnAmt
Exclusion-$25,606ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$316,561TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$316,561ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$145,000TotalAmt
Program Services$145,000ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,469TotalAmt
Management And General$3,469ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$80,595TotalAmt
Management And General$80,595ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$128,703TotalAmt
Program Services$0ProgramServicesAmt
Management And General$128,703ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$357,767TotalAmt
Program Services$145,000ProgramServicesAmt
Management And General$212,767ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,244,359BOYAmt
EOY$21,444,425EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$93,306,404BOYAmt
EOY$138,928,435EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$111,550,763BOYAmt
EOY$160,372,860EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$27,804BOYAmt
EOY$23,098EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,804BOYAmt
EOY$23,098EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$111,522,959BOYAmt
EOY$160,349,762EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,522,959BOYAmt
EOY$160,349,762EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,550,763BOYAmt
EOY$160,372,860EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$41,206ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$48,868,009NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1GREATER KANSAS CITY COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN431152398EIN
Organization Type8OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$273,702SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$273,702SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescGoldman Sachs - SquarespaceDesc
Book Value$138,928,435BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$138,928,435TotalBookValueSecuritiesAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 Liability For Uncertain Tax PositionsFormAndLineReferenceDesc
ExplanationMANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER KANSAS CITY COMMUNITY FDNBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 BROADWAY BLVD STE 130AddressLine1Txt
CityKCCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Recipient EIN431152398RecipientEIN
IRC Section501 (C)(3)IRCSectionDesc
Cash Grant$145,000CashGrantAmt
Purpose Of GrantPHILANTHROPY / VOLUNTEERISMPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationCASALENA FOUNDATION IS A SUPPORTING ORGANIZATION OF THE GREATER KANSAS CITY COMMUNITY FOUNDATION, A 501(C)(3) PUBLIC CHARITY. ALL GRANTS ARE ISSUED TO THE GREATER KANSAS CITY COMMUNITY FOUNDATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DEBORAH L WILKERSON
DIRECTOR/TREASURER$0$375,770$0$92,642$0$516$0$33,000$0$22,226$0$524,154$0$0
COREY ZIEGLER
DIRECTOR/SECRETARY$0$206,091$0$39,064$0$276$0$20,635$0$987$0$267,053$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part II COMPENSATION FROM A RELATED ORGANIZATIONFormAndLineReferenceDesc
ExplanationTHE COMPENSATION BEING REPORTED FOR DEBORAH L. WILKERSON AND COREY ZIEGLER IS FROM THE GREATER KANSAS CITY COMMUNITY FOUNDATION, A RELATED ORGANIZATION. THE GREATER KANSAS CITY COMMUNITY FOUNDATION USES A COMPENSATION COMMITEE, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 1 ORGANIZATIONAL MISSIONTHE CASALENA FOUNDATION WILL WORK TO FURTHER THEIR VISION OF STRENGTHENING THE COMMON GOOD LOCALLY AND THROUGHOUT THE WORLD PRIMARILY THROUGH GRANTMAKING TO A RANGE OF CHARITABLE ORGANIZATIONS THAT FOCUS ON A VARIETY OF MATTERS, INCLUDING THE ARTS AND CULTURE, EDUCATION, HEALTH, THE ENVIRONMENT, SOCIAL SERVICES AND SCIENTIFIC AND MEDICAL RESEARCH. THE FOUNDATION WILL ACTIVELY WORK TO ADVANCE INNOVATIVE PHILANTRHOPIC SOLUTIONS TO CHALLENGING PROBLEMS.
Form 990, Part V, Line 1a Number of 1099s issuedTHE GREATER KANSAS CITY COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION, ISSUED A 1099 ON BEHALF OF THE ORGANIZATION.
Form 990, Part VI, Line 2 BUSINESS RELATIONSHIPSDEBORAH WILKERSON AND COREY ZIEGLER HAVE A BUSINESS RELATIONSHIP. THEY ARE EMPLOYEES OF THE SUPPORTED ORGANIZATION, THE GREATER KANSAS CITY COMMUNITY FOUNDATION.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyTHERE ARE TWO CLASSES OF DIRECTORS. THE GKCCF CLASS IS APPOINTED BY THE GREATER KANSAS CITY COMMUNITY FOUNDATION (GKCCF). THE DONOR CLASS IS APPOINTED BY ANTHONY CASALENA.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersANY AMENDMENTS TO THE BYLAWS HAVE TO BE APPROVED BY GKCCF.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyAN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. A COPY OF THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND ACCEPTANCE PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policyANNUALLY EACH OFFICER, BOARD MEMBER AND COMMITTEE MEMBER ARE ASKED TO REVIEW THE CONFLICT OF INTERST POLICY AND UPDATE THEIR DISCLOSURE. THIS INFORMATION IS AVAILABLE TO THE BOARD CHAIR AND IS USED TO ENSURE THAT, SHOULD A CONFLICT OF INTEREST ARISE, THE BOARD OR COMMITTEE MEMBER INVOLVED ABSTAINS FROM VOTING OR PARTICIPATING IN ANY DECISION.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
Form 990, Part IX, Line 11g Other FeesADMINISTRATIVE FEES - Total Expense: 128703, Program Service Expense: 0, Management and General Expenses: 128703, Fundraising Expenses: 0;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105431152398COMMUNITY FDNMO501(c)(3)8NAfalse
ALLEN AND GLORIA BLOCK FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105481239579GRANTMAKINGKS501(c)(3)Type IGKCCFYes (true)
ANN & GARY DICKINSON CHARITABLE FDN
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105431799476GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
GREATER HORIZONS
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105200849590GRANTMAKINGMO501(c)(3)7GKCCFYes (true)
GREATER LEES SUMMIT HEALTHCARE FDN
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105431341459GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
JACK AND HELEN MILLER FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105436070986GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
KANSAS CITY PUBLIC LIBRARY FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105203506595GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
POLSKY FAMILY SUPPORTING FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105481092843GRANTMAKINGKS501(c)(3)Type IGKCCFYes (true)
STANLEY H DURWOOD FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105436828087GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
HIGHLAND KANSAS CITY FOUNDATION INC
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105453961865GRANTMAKINGTX501(c)(3)Type IGKCCFYes (true)
IRVEN E AND NEVADA P LINSCOMB FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105431499815GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
GREATER HORIZONS FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105822577698GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
GREATER HORIZONS TRUST
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105822581863GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
REAL ESTATE CHARITABLE FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105431912033GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
THE REHABILITATION INSTITUTE FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105431543614GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
BECKY BAILEY FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105874068118GRANTMAKINGMO501(c)(3)Type IGHYes (true)
BICKNELL FAMILY FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105481248566GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
THE KANSAS CITY SYMPHONY FOUNDATION
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105436052679GRANTMAKINGMO501(c)(3)Type IGKCCFYes (true)
PGP Charitable Fund
1055 BROADWAY BLVDSUITE 130KANSAS CITYMO64105921414477GRANTMAKINGDE501(c)(3)Type IGHYes (true)
HATCH FAMILY FOUNDATION
5607 W 98TH STREETOverland ParkKS66207936873184GRANTMAKINGKS501(c)(3)Type IGKCCFYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1LGZ PROPERTIES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16119 REINHARD DRIVEAddressLine1Txt
CityFAIRWAYCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66205ZIPCd
FieldValueIRS element (for citing)
EIN263659705EIN
Primary ActivitiesRENTALPrimaryActivitiesTxt
Legal Domicile StateKSLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeN/APredominantIncomeTypeTxt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTS (26)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesCHARITABLE TRustsPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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