OPPENSTEIN BROTHERS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
OPPENSTEIN BROTHERS FOUNDATION (EIN 43-6203035)
Tax period
2022-04-01 to 2023-03-31
Filed
2023-08-09
IRS object ID
202312219349100916
Schema version
2022v5.0
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)
Return2023-08-09T13:59:00-05:00ReturnTs
Tax Period End2023-03-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2022-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436203035EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OPPENSTEIN BROTHERS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOPPEBusinessNameControlTxt
Phone8162342704PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1COMMERCE BANK TRUSTEE PO BOX 4192AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641416248ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOMMERCE TRUST COMPANYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8162342704PhoneNum
Signature2023-08-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCOMMERCEPersonFirstNm
Person LastTRUST COMPANYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,900,933FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$856,886DividendsRevAndExpnssAmt
Dividends Net Invst Incm$857,969DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$824,634NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,641,399GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$824,634CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,681,520TotalRevAndExpnssAmt
Total Net Invst Incm$1,682,603TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$338,748CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$168,154CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$170,595CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,050OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$353TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$353TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$386OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$386OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$352,537TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$168,154TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$171,334TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,005,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,887,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,357,787TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$168,154TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,058,584TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$676,267ExcessRevenueOverExpensesAmt
Net Investment Income$1,514,449NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,743,589SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$975,444SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$975,444SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,693,338USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,934,153USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,549,480USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,093,008CorporateStockBOYAmt
Corporate Stock EOY$4,897,974CorporateStockEOYAmt
Corporate Stock EOYFMV$6,630,816CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,100,800CorporateBondsBOYAmt
Corporate Bonds EOY$6,491,535CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,106,395CorporateBondsEOYFMVAmt
Other Investments BOY$20,208,986OtherInvestmentsBOYAmt
Other Investments EOY$17,986,522OtherInvestmentsEOYAmt
Other Investments EOYFMV$21,636,673OtherInvestmentsEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Other Assets EOY$1OtherAssetsEOYAmt
Other Assets EOYFMV$2,125OtherAssetsEOYFMVAmt
Total Assets BOY$34,839,722TotalAssetsBOYAmt
Total Assets EOY$34,285,629TotalAssetsEOYAmt
Total Assets EOYFMV$38,900,933TotalAssetsEOYFMVAmt
Grants Payable BOY$1,496,500GrantsPayableBOYAmt
Grants Payable EOY$1,614,500GrantsPayableEOYAmt
Total Liabilities BOY$1,496,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,614,500TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$33,343,222CapitalStockBOYAmt
Capital Stock EOY$32,671,129CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$33,343,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$32,671,129TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,839,722TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$34,285,629TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,343,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$676,267ExcessRevenueOverExpensesAmt
Other Increases$4,177OtherIncreasesAmt
Subtotal$32,671,132SubtotalAmt
Other Decreases$3OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$32,671,129TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$10,641,399GrossSalesPriceAmt
Cost Or Other Basis$9,816,765CostOrOtherBasisAmt
Gain Or Loss$824,634GainOrLossAmt
Gains Minus Excess Or Losses$824,634GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$824,634CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,051InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,051SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,051TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,550EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$23,550TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,499OverpaymentAmt
Applied To ES Tax$2,499AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCOMMERCE BANK NAIndividualWithBooksNm
Phone8162342704PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 419248AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641416248ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
COMMERCE BANK NA INVMGMT
PO BOX 419248KANSAS CITYMO641416248CORP. TRUSTEE40.00$168,154$0$0
COMMERCE BANK NA CHARITY OFFICE
PO BOX 419248KANSAS CITYMO641416248CORP. TRUSTEE40.00$151,911$0$0
COMMERCE BANK NA CHARITY MGMT
PO BOX 419248KANSAS CITYMO641416248CORP. TRUSTEE5.00$18,684$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$37,833,739AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,139,618AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,125FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$38,975,482TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$38,975,482AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$584,632CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,390,850NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,919,543MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,919,543MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,051TaxBasedOnInvestmentIncomeAmt
Total Tax$21,051TotalTaxAmt
Distributable Before Adj$1,898,492DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,898,492DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,898,492DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,058,584ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,058,584QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,898,492DistributableAsAdjustedAmt
Undistributed Income PY$1,983,608UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,058,584QualifyingDistributionsAmt
Applied To Year1$1,983,608AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$74,976AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,823,516UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPROGRAM OFFICERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1922 WALNUT SUITE 200AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641061809ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8162341768RecipientPhoneNum
Form And Info And MaterialsNONE SPECIFIEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAWARDS ARE FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES IN THE UNITED STATES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABILITY KC
3011 BALTIMORE AVENUEKANSAS CITYMO64108NONEPCTHERAPEUTIC PRESCHOOL & THERAPY SERVICES OVER 3 YEARS$30,000
AFTER THE HARVEST
6320 BROOKSIDE PLZ STE 504KANSAS CITYMO64113NONEPCTECHNICAL ASSISTANCE$5,000
AFTER THE HARVEST
6320 BROOKSIDE PLZ STE 504KANSAS CITYMO64113NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 2 YEARS$20,000
AMERICAN PUBLIC SQUARE INC
300 E 39TH ST STE 2SKANSAS CITYMO64111NONEPCCIVICS EDUCATION INITIATIVE OVER 2 YEARS$10,000
AMETHYST PLACE INC
2735 TROOST AKANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$15,000
ARTISTS HELPING THE HOMELESS
11412 KNOX STOVERLAND PARKKS66210NONEPCBE THE CHANGE PROGRAM OVER 2 YEARS$7,500
ARTISTS HELPING THE HOMELESS
11412 KNOX STOVERLAND PARKKS66210NONEPCTECHNICAL ASSISTANCE$5,000
ASSISTANCE LEAGUE OF KANSAS CITY
6101 N CHESTNUTGLADSTONEMO64119NONEPCOPERATION SCHOOL BELL/OPERATION CHILD IN NEED OVER 3 YEARS$6,000
AVENUE OF LIFE INC
PO BOX 34495KANSAS CITYKS64116NONEPCTECHNICAL ASSISTANCE$5,000
AVENUE OF LIFE INC
PO BOX 34495KANSAS CITYKS64116NONEPCIMPACT KCK PROGRAM OVER 2 YEARS$10,000
BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL
10210 HOLMES RDKANSAS CITYMO641314212NONEPCSCOUTREACH$12,500
BOYS CLUB OF GREATER KANSAS CITY
4001 DR MARTIN LUTHER KING JR BLVDKANSAS CITYMO64130NONEPCPROJECT LEARN OVER 3 YEARS$30,000STE 102
BOYS GROW CORP
9301 E 147TH STKANSAS CITYMO64149NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 2 YEARS$7,500
BOYS GROW CORP
9301 E 147TH STKANSAS CITYMO64149NONEPCTECHNICAL ASSISTANCE$2,500
CASA OF JOHNSON & WYANDOTTE COUNTIES INC
6950 SQUIBB RD STE 300MISSIONKS66202NONEPCCHILD ADVOCACY PROGRAM OVER 3 YEARS$15,000
CATHOLIC CHARITIES OF KC-ST JOSEPH INC
4001 DR MARTIN LUTHER KING JR BLVDKANSAS CITYMO64130NONEPCEMERGENCY ASSISTANCE-WELCOME CENTER$15,000STE 250
CATHOLIC CHARITIES OF NORTHEAST KANSAS INC
9720 W 87TH STOVERLAND PARKKS66212NONEPCREFUGEE COMMUNITY MATCH PROGRAM$10,000
CHILD ABUSE PREVENTION ASSOCIATION
503 E 23RD STINDEPENDENCEMO640551502NONEPCFAMILY SUPPORT SERVICES PROGRAM OVER 2 YEARS$10,000
CHILD PROTECTION CENTER INC
3101 BROADWAY STE 750KANSAS CITYMO64111NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. OVER 3 YEARS$20,000
CHILD PROTECTION CENTER INC
3101 BROADWAY STE 750KANSAS CITYMO64111NONEPCCAPITAL CAMPAIGN PROJECT$50,000
CHILDRENS CENTER FOR THE VISUALLY IMPAIRED
3101 MAIN STKANSAS CITYMO64111NONEPCSCHOLARSHIPS FOR PRESCHOOL STUDENTS OVER 3 YEARS$20,000
CITY YEAR INC
415 DELAWARE ST 3RD FLKANSAS CITYMO64105NONEPCWHOLE SCHOOL, WHOLE CHILD PROGRAM$15,000
COMMUNITY LINC
4014 TROOST AVEKANSAS CITYMO64110NONEPCTRANSITIONAL SHELTER PROGRAM OVER 3 YEARS$20,000
COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY
404 N NOLAND RDINDEPENDENCEMO64050NONEPCBRIDGES TO CAREER OPPORTUNITIES OVER 2 YEARS$15,000
CORNERSTONES OF CARE
300 E 36TH STKANSAS CITYMO64111NONEPCGILLIS CAMPUS PROGRAM SUPPORT OVER 3 YEARS$30,000
COTERIE INC
2450 GRAND BLVD STE 144KANSAS CITYMO641082520NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 2 YEARS$10,000
CRISTO REY KANSAS CITY HIGH SCHOOL
211 WEST LINWOOD BLVDKANSAS CITYMO64111NONEPCSCALABLE STEM PROGRAM FOR GRADES 9-12$25,000
CROSS-LINES COMMUNITY OUTREACH INC
736 SHAWNEE AVEKANSAS CITYKS66105NONEPCCROSS-LINES COMMUNITY MARKET$15,000
CULTIVATE KANSAS CITY INC
300 E 39TH ST 4BKANSAS CITYMO64111NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$17,500
DE LA SALLE EDUCATION CENTER
3737 TROOST AVEKANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 2 YEARS$25,000
DON BOSCO COMMUNITY CENTER
580 CAMPBELL STKANSAS CITYMO64106NONEPCSENIOR NUTRITION PROGRAM OVER 3 YEARS$15,000
DONNELLY COLLEGE
608 N 18TH STKANSAS CITYKS66102NONEPCCOLLEGE COUNSELING CENTER PROGRAM OVER 3 YEARS$16,000
EL CENTRO INC
650 MINNESOTA AVEKANSAS CITYKS66101NONEPCACADEMY FOR CHILDREN - GENERAL PROGRAM SUPPORT OVER 2 YEARS$7,500
FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY
9091 STATE LINE RDKANSAS CITYMO64114NONEPCRECOVERY SUPPORT NAVIGATION PROGRAM OVER 2 YEARS$10,000
FLOURISH FURNISHINGS DBA FLOURISH FURNITURE BANK
PO BOX 778GRANDVIEWMO64030NONEPCUSED 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 SINDEPENDENCEMO64057NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$20,000
GAN CHABAD TORAH CENTER INC DBA ANNA AND MAX ZALCMAN TORAH LEARNING CENTER
8800 W 103RD STOVERLAND PARKKS66212NONEPCKC KOSHER MEALS ON WHEELS OVER 2 YEARS$5,000
GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC
10561 BARKLEY PL STE 101OVERLAND PARKKS66212NONEPCGIRL SCOUT OUTREACH PROGRAM OVER 2 YEARS$15,000
GORDON PARKS ELEMENTARY SCHOOL
3715 WYOMINGKANSAS CITYMO64111NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION.$5,500
GREATER KC COMM FDN - KANSAS CHILDREN'S SERVICE LEAGUE HEALTHY FAMILIES F
6025 METCALF LN STE 300OVERLAND PARKKS66202NONEPCHEALTHY FAMILIES JOHNSON COUNTY OVER 3 YEARS$15,000
GUADALUPE CENTER INC
1015 AVENIDA CESAR E CHAVEZKANSAS CITYMO64108NONEPCGUADALUPE CENTERS AFTER SCHOOL PROGRAM$20,000
HAPPYBOTTOMS
303 W 79TH STKANSAS CITYMO64114NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$13,000
HARVESTERS-THE COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO64129NONEPCFEEDING FAMILIES INITIATIVE OVER 3 YEARS$30,000
HEALTH PARTNERSHIP CLINIC INC
407 S CLAIRBORNE RD STE 104OLATHEKS66062NONEPCDENTAL OUTREACH SERVICES$7,500
HEARTLAND CHAMBER MUSIC LTD
1600 GENESSEE ST STE 824KANSAS CITYMO64102NONEPCSTRING SPROUTS PROGRAM OVER 2 YEARS$5,000
HEARTLAND CHAMBER MUSIC LTD
1600 GENESSEE ST STE 824KANSAS CITYMO64102NONEPCTECHNICAL ASSISTANCE$2,500
HOPE HOUSE INC
1211 NE INDEPENDENCE AVELEES SUMMITMO64086NONEPCCHILDRENS SERVICES PROGRAM OVER 3 YEARS$25,000
JACKSON COUNTY CASA
2544 HOLMESKANSAS CITYMO64108NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$15,000
JEWISH FAMILY SERVICES
425 E 63RD STKANSAS CITYMO64110NONEPCOLDER ADULT SERVICES OVER 2 YEARS$15,000
JEWISH FEDERATION OF GREATER KANSAS CITY
5801 W 115TH ST STE 201OVERLAND PARKKS662111824NONEPCCHESED FUND & CAREER SKILLS AND CONNECTIONS OVER 3 YEARS$100,000
JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY
4600 PASEO BLVDKANSAS CITYMO64110NONEPCSOCIAL WORK YOUTH PROGRAM OVER 2 YEARS$20,000
JOURNEY TO NEW LIFE INC
3120 TROOST AVEKANSAS CITYMO641091844NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION.$10,000
JOURNEY TO NEW LIFE INC
3120 TROOST AVEKANSAS CITYMO641091844NONEPCTECHNICAL ASSISTANCE$5,250
JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY
2842 W 47TH AVEKANSAS CITYKS66103NONEPC3DE BY JUNIOR ACHIEVEMENT$8,500
KANBES MARKETS
3119 TERRACE STKANSAS CITYMO64111NONEPCHEALTHY CORNER STORES OVER 2 YEARS$15,000
KANBES MARKETS
3119 TERRACE STKANSAS CITYMO64111NONEPCCOMMUNITY ENGAGEMENT CAMPAIGN$30,000
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO641111874NONEPCKCAI ART CLUB FOR AT-RISK YOUTH$18,000
KANSAS CITY BALLET ASSOCIATION
500 W PERSHING RDKANSAS CITYMO64108NONEPCREACH OUT AND DANCE (R.O.A.D.) OVER 3 YEARS$15,000
KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC
3732 MAIN STKANSAS CITYMO64111NONEPCGENERAL PROGRAM SUPPORT FOR TITLE I STUDENTS OVER 2 YEARS$25,000
KANSAS CITY COMMUNITY GARDENS INC
6917 KENSINGTON AVEKANSAS CITYMO64132NONEPCINDIVIDUAL & FAMILY GARDENS PROGRAM OVER 2 YEARS$10,000
KANSAS CITY FRIENDS OF ALVIN AILEY
1714 E 18TH STKANSAS CITYMO64108NONEPCAILEYCAMP OVER 3 YEARS$25,000
KANSAS CITY REPERTORY THEATRE INC
4825 TROOST AVE STE 101KANSAS CITYMO641102030NONEPCEDUCATION PROGRAMS OVER 2 YEARS$5,000
KANSAS CITY SYMPHONY
1644 WYANDOTTE STKANSAS CITYMO64108NONEPCYOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS OVER 2 YEARS$25,000
KANSAS CITY TEACHER RESIDENCY INC
415 DELAWARE ST STE 2WKANSAS CITYMO64105NONEPCTEACHER RESIDENCY PROGRAM EXPANSION OVER 2 YEARS$25,000
KIDSTLC INC
480 S ROGERS RDOLATHEKS660621706NONEPCROOTED IN HOPE CAPITAL CAMPAIGN$25,000
KU ENDOWMENT ASSOC - REACH OUT AND READ KANSAS CITY
3901 RAINBOW BLVD MS 1051KANSAS CITYKS66160NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$5,000
LEAD TO READ INC
6022 N STRATHBURY AVEKANSAS CITYMO64151NONEPCREADING & MENTORING PROGRAM$5,000
LEGAL AID OF WESTERN MISSOURI
4001 DR MARTIN LUTHER KING JR BLVDKANSAS CITYMO64130NONEPCDOMESTIC VIOLENCE INTERVENTION PROGRAM OVER 2 YEARS$15,000STE 300
LEVELUP KIDS INC
5416 NE ANTIOCH RDKANSAS CITYMO64119NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$8,000
LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL
2 MEMORIAL DRKANSAS CITYMO641084603NONEPCSUBSIDIZED SCHOOL PROGRAM OVER 3 YEARS$10,000
LITERACY KANSAS CITY
3036 TROOST AVEKANSAS CITYMO64109NONEPCADULT EDUCATION & LITERACY PROGRAMS OVER 2 YEARS$12,500
LITERACY LAB (KANSAS CITY MO)
4049 PENNSYLVANIA AVE STE 206KANSAS CITYMO64111NONEPCTHE LITERACY LAB - MISSOURI$5,000
MATTIE RHODES CENTER
148 N TOPPING AVEKANSAS CITYMO64123NONEPCCOMMUNITY BEHAVIORAL HEALTH SERVICES OVER 2 YEARS$15,000
METROPOLITAN LUTHERAN MINISTRY
3031 HOLMES STKANSAS CITYMO641091435NONEPCEILEEN'S PLACE OVER 2 YEARS$30,000
METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA
3100 BROADWAY STE 400KANSAS CITYMO64111NONEPCYOUTH-LED SEXUAL VIOLENCE PREVENTION PROGRAM OVER 2 YEARS$20,000
MINDDRIVE INCORPORATED
2615 HOLMES STKANSAS CITYMO64108NONEPCSTEM EDUCATIONAL PROGRAM SUPPORT OVER 2 YEARS$10,000
MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP
31 W 31ST STKANSAS CITYMO64108NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$12,500
MUSIC-ARTS INSTITUTE
1010 S PEARL STINDEPENDENCEMO64050NONEPCSCHOLARSHIPS OVER 2 YEARS$10,000
NEWHOUSE INC
660 BROOKLYN PO BOX 240019KANSAS CITYMO64124NONEPCSECURITY IMPROVEMENTS$25,000
NEWHOUSE INC
660 BROOKLYN PO BOX 240019KANSAS CITYMO64124NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$20,000
NORTHEAST COMMUNITY CENTER INC
544 WABASH AVEKANSAS CITYMO64124NONEPCHARMONY PROJECT KC OVER 2 YEARS$5,000
NORTHLAND ASSISTANCE CENTER
2018 GENTRY STNORTH KANSAS CITYMO64116NONEPCEMERGENCY ASSISTANCE PROGRAM OVER 3 YEARS$10,000
NORTHLAND EARLY EDUCATION CENTER
8630 N OAK TRFYKANSAS CITYMO64155NONEPCEARLY INTERVENTION SERVICES PROGRAM OVER 2 YEARS$7,500
NORTHLAND SHEPHERD'S CENTER
5601 NE ANTIOCH RD STE 12GLADSTONEMO64119NONEPCCOMMUNITY AGING SOLUTIONS OVER 3 YEARS$8,000
NOURISHKC
PO BOX 10337KANSAS CITYMO64171NONEPCGENERAL PROGRAM SUPPORT$30,000
NOURISHKC
PO BOX 10337KANSAS CITYMO64171NONEPCTECHNICAL ASSISTANCE$4,000
OPERATION BREAKTHROUGH INC
3039 TROOST AVEKANSAS CITYMO641091540NONEPCSOCIAL SERVICES FOR HOMELESS/NEAR HOMELESS CHILDREN & FAMILIES OVER 3 YEARS$30,000
PAWSPERITY INC (FKA EPEC INC)
5829 TROOST AVE STE BKANSAS CITYMO641103143NONEPCTHE GROOMING PROJECT OVER 3 YEARS$10,000
PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER
1020 CENTRAL ST STE 200KANSAS CITYMO64105NONEPCFOLLY KIDS SERIES$5,000
PLANNED PARENTHOOD GREAT PLAINS
4401 W 109TH ST STE 200OVERLAND PARKKS66211NONEPCINCREASING ACCESS TO CARE AND EDUCATION IN GREATER KANSAS CITY OVER 3 YEARS$40,000
REBUILDING TOGETHER KANSAS CITY INC
2050 PLUMBERS WY 150LIBERTYMO64068NONEPCSAFE AT HOME PROGRAM OVER 2 YEARS$7,500
REDISCOVER
1555 NE RICE RDLEES SUMMITMO64086NONEPCBEHAVIORAL HEALTH URGENT CARE CLINIC (BHUCC) OVER 3 YEARS$10,000
RESTART INC
918 E 9TH STKANSAS CITYMO64106NONEPCADULT EMERGENCY SHELTER OVER 2 YEARS$25,000
RIGHTFULLY SEWN INC
1800 WYANDOTTE ST STE 204KANSAS CITYMO64108NONEPCSEAMSTRESS TRAINING PROGRAM OVER 3 YEARS$8,000
RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC
2502 CHERRY STKANSAS CITYMO64108NONEPCFAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL OVER 3 YEARS$15,000
ROSE BROOKS CENTER INC
PO BOX 320599KANSAS CITYMO64132NONEPCEMERGENCY SHELTER PROGRAM OVER 2 YEARS$20,000
SAFEHOME INC
8745 BALLENTINE ST PO BOX 4563OVERLAND PARKKS66214NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 2 YEARS$15,000
SAVE INC
PO BOX 45301KANSAS CITYMO64171NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$18,000
SHEFFIELD PLACE
6604 E 12TH STKANSAS CITYMO64126NONEPCMENTAL HEALTH SERVICES FOR HOMELESS MOTHERS & CHILDREN OVER 2 YEARS$15,000
SHEPHERDS CENTER OF KANSAS CITY CENTRAL
9200 WARD PKWYKANSAS CITYMO64114NONEPCSENIOR COMPANION PROGRAM OVER 3 YEARS$10,000
SHEPHERDS CENTER OF KANSAS CITY KANSAS INC
757 ARMSTRONG AVEKANSAS CITYKS66101NONEPCMINOR HOME REPAIR PROGRAM FOR SENIORS OVER 3 YEARS$15,000
SHEPHERDS CENTER OF KANSAS CITY KANSAS INC
757 ARMSTRONG AVEKANSAS CITYKS66101NONEPCTECHNICAL ASSISTANCE$4,500
START AT ZERO
5508 TROOST AVEKANSAS CITYMO64110NONEPCFAMILY HOME VISITING OVER 3 YEARS$17,000
SUNFLOWER HOUSE
15440 W 65TH STSHAWNEEKS66217NONEPCCHILD ABUSE PREVENTION EDUCATION PROGRAM OVER 3 YEARS$15,000
SWOPE HEALTH SERVICES
3801 DR MARTIN LUTHER KING JR BLVDKANSAS CITYMO641302807NONEPCCHAMPS PROGRAM OVER 2 YEARS$15,000
SYNERGY SERVICES INC
400 E 6TH STPARKVILLEMO641523703NONEPCSTREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) OVER 3 YEARS$10,000
THE CHILDRENS PLACE INC
6401 ROCKHILL RDKANSAS CITYMO64131NONEPCDAY TREATMENT SERVICES PROGRAM OVER 3 YEARS$25,000
THE FAMILY CONSERVANCY
444 MINNESOTA AVE STE 200KANSAS CITYKS66101NONEPCOUTPATIENT MENTAL HEALTH THERAPY FOR CHILDREN$15,000
THE HEART OF AMERICA SHAKESPEARE FESTIVAL
3732 MAIN STKANSAS CITYMO64111NONEPCEDUCATION PROGRAMS$2,500
THE LAUNCHCODE FOUNDATION
4811 DELMAR BLVDST LOUISMO63108NONEPCKANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM OVER 3 YEARS$5,000
THE SEWING LABS
526 CAMPBELL STKANSAS CITYMO64106NONEPCTHE SEWING SALON TRAINING PROGRAM$5,000
TRUE LIGHT FAMILY RESOURCE CENTER
712 E 31ST STKANSAS CITYMO64109NONEPCEMANCIPATION STATION: CASE MANAGEMENT EXPANSION OVER 2 YEARS$5,000
TURNER HOUSE CLINIC INC DBA VIBRANT HEALTH
21 N 12TH ST STE 300KANSAS CITYKS66102NONEPCCENTRAL CLINIC 340B PHARMACY EXPANSION$50,000
UNITED INNER CITY SERVICES DBA EARLYSTART
2008 E 12TH STKANSAS CITYMO64127NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$20,000
URBAN RANGER CORPS
5908 SWOPE PKWYKANSAS CITYMO64130NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 2 YEARS$10,000
URBAN RANGER CORPS
5908 SWOPE PKWYKANSAS CITYMO64130NONEPCTECHNICAL ASSISTANCE$7,500
WILDWOOD OUTDOOR EDUCATION CENTER INC
7095 W 399TH STLACYGNEKS66040NONEPCSUMMER CAMP PROGRAMS OVER 3 YEARS$10,000
WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES)
500 COLLEGE HILL CAMPUS BOX 1015LIBERTYMO640681896NONEPC2022/2023 SEASON EDUCATION EVENTS OVER 3 YEARS$10,000
WOMENS EMPLOYMENT NETWORK
4328 MADISON AVEKANSAS CITYMO64111NONEPCWENS SIGNATURE PROGRAMMING AND SERVICES OVER 3 YEARS$12,000
WONDERSCOPE INC
433 E RED BRIDGE ROADKANSAS CITYMO64131NONEPCWONDER FUND OVER 2 YEARS$3,000
YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY
3100 BROADWAY STE 1020KANSAS CITYMO641112413NONEPCYOUTH DEVELOPMENT PROGRAMMING AT LINWOOD BRANCH$27,500
YOUTH AMBASSADORS INC
5809 MICHIGAN AVEKANSAS CITYMO64130NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$12,500
YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC
1111 W 39TH ST STE A128KANSAS CITYMO64111NONEPCORCHESTRAL EDUCATION PROGRAM OVER 3 YEARS$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,887,250TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (66 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABILITY KC
3011 BALTIMORE AVENUEKANSAS CITYMO64108NONEPCTHERAPEUTIC PRESCHOOL & THERAPY SERVICES OVER 3 YEARS$30,000
AFTER THE HARVEST
6320 BROOKSIDE PLZ STE 504KANSAS CITYMO64113NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 2 YEARS$20,000
AMERICAN PUBLIC SQUARE
300 E 39TH ST STE 2SKANSAS CITYMO64111NONEPCCIVICS EDUCATION INITIATIVE OVER 2 YEARS$10,000
AMETHYST PLACE
2735 TROOST AKANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$30,000
ARTISTS HELPING THE HOMELESS
11412 KNOX STOVERLAND PARKKS66210NONEPCBE THE CHANGE PROGRAM OVER 2 YEARS$7,500
ASSISTANCE LEAGUE OF KANSAS CITY
6101 N CHESTNUTGLADSTONEMO64119NONEPCOPERATION SCHOOL BELL/OPERATION CHILD IN NEED OVER 3 YEARS$6,000
BOYS GROW CORP
9301 E 147TH STKANSAS CITYMO64149NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 2 YEARS$7,500
CASA OF JOHNSON & WYANDOTTE COUNTIES INC
6950 SQUIBB RD STE 300MISSIONKS66202NONEPCCHILD ADVOCACY PROGRAM OVER 3 YEARS$37,500
CHILD PROTECTION CENTER INC
3101 BROADWAY STE 750KANSAS CITYMO64111NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. OVER 3 YEARS$20,000
CHILDRENS CENTER FOR THE VISUALLY IMPAIRED
3101 MAIN STKANSAS CITYMO64111NONEPCSCHOLARSHIPS FOR PRESCHOOL STUDENTS OVER 3 YEARS$20,000
COMMUNITY LINC
4014 TROOST AVEKANSAS CITYMO64110NONEPCTRANSITIONAL SHELTER PROGRAM OVER 3 YEARS$20,000
COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY
404 N NOLAND RDINDEPENDENCEMO64050NONEPCBRIDGES TO CAREER OPPORTUNITIES OVER 2 YEARS$15,000
CORNERSTONES OF CARE
300 E 36TH STKANSAS CITYMO64111NONEPCGILLIS CAMPUS PROGRAM SUPPORT OVER 3 YEARS$30,000
COTERIE INC
2450 GRAND BLVD STE 144KANSAS CITYMO641082520NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 2 YEARS$10,000
CULTIVATE KANSAS CITY INC
300 E 39TH ST 4BKANSAS CITYMO64111NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$35,000
DON BOSCO COMMUNITY CENTER
580 CAMPBELL STKANSAS CITYMO64106NONEPCSENIOR NUTRITION PROGRAM OVER 3 YEARS$15,000
DONNELLY COLLEGE
608 N 18TH STKANSAS CITYKS66102NONEPCCOLLEGE COUNSELING CENTER PROGRAM OVER 3 YEARS$32,000
FOSTER ADOPT CONNECT INC
18600 E 37TH TERR SINDEPENDENCEMO64057NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$20,000
GREATER KC COMM FDN - KANSAS CHILDREN'S SERVICE LEAGUE HEALTHY FAMILIES F
6025 METCALF LN STE 300OVERLAND PARKKS66202NONEPCHEALTHY FAMILIES JOHNSON COUNTY OVER 3 YEARS$30,000
GUADALUPE CENTER INC
1015 AVENIDA CESAR E CHAVEZKANSAS CITYMO64108NONEPCGUADALUPE CENTERS AFTER SCHOOL PROGRAM$60,000
HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAI
5151 TROOST AVE STE 300KANSAS CITYMO64110NONEPCTRU EDUCATION$20,000
HARVESTERS-THE COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO64129NONEPCFEEDING FAMILIES INITIATIVE OVER 3 YEARS$30,000
HEALTH PARTNERSHIP CLINIC INC
407 S CLAIRBORNE RD STE 104OLATHEKS66062NONEPCDENTAL OUTREACH SERVICES$15,000
HOPE HOUSE INC
1211 NE INDEPENDENCE AVELEES SUMMITMO64086NONEPCCHILDRENS SERVICES PROGRAM OVER 3 YEARS$50,000
JEWISH FAMILY SERVICES
425 E 63RD STKANSAS CITYMO64110NONEPCOLDER ADULT SERVICES OVER 2 YEARS$15,000
JEWISH FEDERATION OF GREATER KANSAS CITY
5801 W 115TH ST STE 201OVERLAND PARKKS662111824NONEPCCHESED FUND & CAREER SKILLS AND CONNECTIONS OVER 3 YEARS$200,000
KANBES MARKETS
3119 TERRACE STKANSAS CITYMO64111NONEPCHEALTHY CORNER STORES OVER 2 YEARS$15,000
KANSAS CITY BALLET ASSOCIATION
500 W PERSHING RDKANSAS CITYMO64108NONEPCREACH OUT AND DANCE (R.O.A.D.) OVER 3 YEARS$30,000
KANSAS CITY FRIENDS OF ALVIN AILEY
1714 E 18TH STKANSAS CITYMO64108NONEPCAILEYCAMP OVER 3 YEARS$50,000
KANSAS CITY SYMPHONY
1644 WYANDOTTE STKANSAS CITYMO64108NONEPCYOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS OVER 2 YEARS$25,000
KU ENDOWMENT ASSOC - REACH OUT AND READ KANSAS CITY
3901 RAINBOW BLVD MS 1051KANSAS CITYKS66160NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$10,000
LEVELUP KIDS INC
5416 NE ANTIOCH RDKANSAS CITYMO64119NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$16,000
LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL
2 MEMORIAL DRKANSAS CITYMO641084603NONEPCSUBSIDIZED SCHOOL PROGRAM OVER 3 YEARS$20,000
LITERACY KANSAS CITY
3036 TROOST AVEKANSAS CITYMO64109NONEPCADULT EDUCATION & LITERACY PROGRAMS OVER 2 YEARS$12,500
MATTIE RHODES CENTER
148 N TOPPING AVEKANSAS CITYMO64123NONEPCCOMMUNITY BEHAVIORAL HEALTH SERVICES OVER 2 YEARS$15,000
METROPOLITAN LUTHERAN MINISTRY
3031 HOLMES STKANSAS CITYMO641091435NONEPCEILEEN'S PLACE OVER 2 YEARS$30,000
MINDDRIVE INCORPORATED
2615 HOLMES STKANSAS CITYMO64108NONEPCSTEM EDUCATIONAL PROGRAM SUPPORT OVER 2 YEARS$10,000
METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA
3100 BROADWAY STE 400KANSAS CITYMO64111NONEPCYOUTH-LED SEXUAL VIOLENCE PREVENTION PROGRAM OVER 2 YEARS$20,000
MUSIC-ARTS INSTITUTE
1010 S PEARL STINDEPENDENCEMO64050NONEPCSCHOLARSHIPS OVER 2 YEARS$10,000
NEWHOUSE INC
660 BROOKLYN PO BOX 240019KANSAS CITYMO64124NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$40,000
NORTHLAND ASSISTANCE CENTER
2018 GENTRY STNORTH KANSAS CITYMO64116NONEPCEMERGENCY ASSISTANCE PROGRAM OVER 3 YEARS$20,000
NORTHLAND SHEPHERD'S CENTER
5601 NE ANTIOCH RD STE 12GLADSTONEMO64119NONEPCCOMMUNITY AGING SOLUTIONS OVER 3 YEARS$8,000
PAWSPERITY INC (FKA EPEC INC)
5829 TROOST AVE STE BKANSAS CITYMO641103143NONEPCTHE GROOMING PROJECT OVER 3 YEARS$10,000
PLANNED PARENTHOOD GREAT PLAINS
4401 W 109TH ST STE 200OVERLAND PARKKS66211NONEPCINCREASING ACCESS TO CARE AND EDUCATION IN GREATER KANSAS CITY OVER 3 YEARS$80,000
REDISCOVER
1555 NE RICE RDLEES SUMMITMO64086NONEPCBEHAVIORAL HEALTH URGENT CARE CLINIC (BHUCC) OVER 3 YEARS$10,000
RIGHTFULLY SEWN INC
1800 WYANDOTTE ST STE 204KANSAS CITYMO64108NONEPCSEAMSTRESS TRAINING PROGRAM OVER 3 YEARS$8,000
RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC
2502 CHERRY STKANSAS CITYMO64108NONEPCFAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL OVER 3 YEARS$30,000
SAVE INC
PO BOX 45301KANSAS CITYMO64171NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$36,000
SETON CENTER
2816 E 23RD STKANSAS CITYMO64127NONEPCCHILDREN'S DENTAL SERVICES OVER 2 YEARS$30,000
SHEFFIELD PLACE
6604 E 12TH STKANSAS CITYMO64126NONEPCMENTAL HEALTH SERVICES FOR HOMELESS MOTHERS & CHILDREN OVER 2 YEARS$15,000
SHEPHERDS CENTER OF KANSAS CITY CENTRAL
9200 WARD PKWYKANSAS CITYMO64114NONEPCSENIOR COMPANION PROGRAM OVER 3 YEARS$10,000
SHEPHERDS CENTER OF KANSAS CITY KANSAS INC
757 ARMSTRONG AVEKANSAS CITYKS66101NONEPCMINOR HOME REPAIR PROGRAM FOR SENIORS OVER 3 YEARS$15,000
START AT ZERO
5508 TROOST AVEKANSAS CITYMO64110NONEPCFAMILY HOME VISITING OVER 3 YEARS$34,000
SUNFLOWER HOUSE
15440 W 65TH STSHAWNEEKS66217NONEPCCHILD ABUSE PREVENTION EDUCATION PROGRAM OVER 3 YEARS$15,000
SWOPE HEALTH SERVICES
3801 DR MARTIN LUTHER KING JR BLVDKANSAS CITYMO641302807NONEPCCHAMPS PROGRAM OVER 2 YEARS$15,000
SYNERGY SERVICES INC
400 E 6TH STPARKVILLEMO641523703NONEPCSTREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) OVER 3 YEARS$10,000
THE CHILDRENS PLACE INC
6401 ROCKHILL RDKANSAS CITYMO64131NONEPCDAY TREATMENT SERVICES PROGRAM OVER 3 YEARS$50,000
THE LAUNCHCODE FOUNDATION
4811 DELMAR BLVDST LOUISMO63108NONEPCKANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM OVER 3 YEARS$10,000
THE SEWING LABS
526 CAMPBELL STKANSAS CITYMO64106NONEPCTHE SEWING SALON TRAINING PROGRAM$5,000
TRUE LIGHT FAMILY RESOURCE CENTER
712 E 31ST STKANSAS CITYMO64109NONEPCEMANCIPATION STATION: CASE MANAGEMENT EXPANSION OVER 2 YEARS$5,000
UNITED INNER CITY SERVICES DBA EARLYSTART
2008 E 12TH STKANSAS CITYMO64127NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 3 YEARS$40,000
URBAN RANGER CORPS
5908 SWOPE PKWYKANSAS CITYMO64130NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION OVER 2 YEARS$10,000
WILDWOOD OUTDOOR EDUCATION CENTER INC
7095 W 399TH STLACYGNEKS66040NONEPCSUMMER CAMP PROGRAMS OVER 3 YEARS$20,000
WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES)
500 COLLEGE HILL CAMPUS BOX 1015LIBERTYMO640681896NONEPC2022/2023 SEASON EDUCATION EVENTS OVER 3 YEARS$20,000
WOMENS EMPLOYMENT NETWORK
4328 MADISON AVEKANSAS CITYMO64111NONEPCWENS SIGNATURE PROGRAMMING AND SERVICES OVER 3 YEARS$12,000
YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC
1111 W 39TH ST STE A128KANSAS CITYMO64111NONEPCORCHESTRAL EDUCATION PROGRAM OVER 3 YEARS$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,614,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$856,886ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$824,634ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,681,520ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,681,520TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail (8 entries)

Organization TypeOrganizationTypeDescRelationship 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 (50 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M COMPANY NT 2.875% 10/15/27$69,570$65,482
ABBOTT LABS NT 6.15% 11/30/37$49,800$57,822
AMERIPRISE FINL NT 3.7% 10/15/24$64,559$63,603
APPLIED MATERIALS NT 3.9% 10/1/25$73,586$69,072
ATMOS ENERGY NT 1.5% 1/15/31$69,696$55,876
BAIRD AGGREGATE BOND FUND IS$315,533$278,630
BANK OF AMERICA NT V/R 2/7/30$65,000$60,754
BANK OF MONTREAL NT 0.45% 12/8/23$69,997$70,573
BANK OF NY MELLON NT V/R 2/1/34$60,000$59,388
BAPTIST HLTH FL NT 4.342% 11/15/41$50,400$43,040
BB&T CORP NT 2.5% 8/1/24$73,760$66,900
BP CAP MARKETS NT 4.234% 11/6/28$65,000$64,406
BURLINGTON NORTH NT 3.9% 8/1/46$64,479$55,058
COMMERCE BOND FUND #333$180,000$182,471
CRVNA 2022-P3 CL A3 4.61% 11/10/27$64,990$63,595
CUMMINS INC NT 1.5% 9/1/30$74,723$61,361
DODGE & COX INCOME FD$2,066,423$1,998,856
ENTERGY MISSISSIPPI NT 3.1% 7/1/23$59,167$59,617
FL POWER & LIGHT NT 3.8% 12/15/42$49,752$42,510
FORDO 2022-C CL A3 4.48% 12/15/26$59,997$59,665
GONZAGA UNIV NT 4.158% 4/1/46$35,000$29,693
HONEYWELL INTL NT 2.5% 11/1/26$70,825$71,193
JPMORGAN CHASE NT V/R 1/23/29$65,000$60,817
LOUISVILLE GAS NT 4.65% 11/15/43$67,897$54,495
MASTERCARD INC NT 2.95% 6/1/29$69,903$64,884
MORGAN STANLEY NT V/R 1/23/30$64,487$62,694
NEVADA POWER NT 6.75% 7/1/37$73,453$63,670
PEPSICO INC NT 3.5% 7/17/25$60,644$59,153
PG&E WILDFIRE REC NT 3.594% 6/1/30$60,980$58,215
PNC BANK NA NT 2.7% 11/1/22$59,887$52,708
PRAXAIR INC NT 2.65% 2/5/25$68,956$62,763
PRUDENTIAL FNDG NT 3.125% 4/14/30$59,815$58,044
PUB SVC ELEC & GAS NT 5.5% 3/1/40$44,784$47,256
PUBLIC STORAGE NT 0.875% 2/15/26$74,542$67,410
SCHWAB SHORT TERM US TREASURY$535,854$532,299
SHELL INTL NT 4% 5/10/46$58,919$52,382
SLST 2022-1 CL A1 3.5% 5/25/32$59,263$56,951
SSM HEALTH CARE NT 3.823% 6/1/27$55,000$52,645
STATE STREET NT V/R 11/1/25$70,000$65,853
STRYKER CORP NT 3.375% 5/15/24$54,518$53,942
TOSCO CORP NT 8.125% 2/15/30$45,457$41,659
TRANS-CANADA PL NT 7.25% 8/15/38$51,288$45,605
UNION PACIFIC RR NT 2.695% 5/12/27$45,579$42,442
US BANCORP NT 2.95% 7/15/22$60,000$53,879
VANGUARD INTM TERM INV G-ADM$625,213$543,693
VISA INC NT 3.15% 12/14/25$63,235$63,128
VZMT 2022-7 CL A1A V/R 11/22/27$59,989$60,315
WELLS FARGO & CO NT V/R 10/30/30$70,000$60,831
WI PUBLIC SERV NT 3.3% 9/1/49$69,920$51,882
WW GRAINGER NT 3.75% 5/15/46$44,695$37,215

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$46,380$52,149
ABBVIE INC$49,530$53,389
AGILENT TECHNOLOGIES INC$37,781$50,494
ALPHABET INC CL A$135,495$256,213
AMAZON COM INC$101,870$195,218
AMER CENT SM CAP GRWTH-Y$400,000$356,694
AMGEN INC$33,092$54,394
AMPHENOL CORP CL-A$24,801$53,118
ANSYS INC$30,305$46,592
APPLE INC$94,804$572,203
ARISTA NETWORKS INC$32,941$57,912
ASSURANT INC$56,154$42,625
BLCKRCK SYST MULTI STR-K$950,000$905,747
BROADRIDGE FINANCIAL SOL$35,582$44,704
CADENCE DESIGN SYSTEMS INC$18,772$53,573
CDW CORP/DE$36,737$41,901
CHENIERE ENERGY INC$40,056$49,644
CHURCH & DWIGHT CO INC$45,267$45,973
COPART INC$46,091$54,903
COSTCO WHSL CORP NEW$51,357$52,171
CSX CORP$49,783$50,150
DOLLAR GENERAL CORP$32,655$50,510
EBAY INC$50,283$42,595
EQUITY LIFESTYLE PROPERTIES$53,005$43,635
FIDELITY MID CAP GRW INDX$300,000$247,299
FIDELITY MID CAP VAL INDX$575,190$555,272
FISERV INC$20,803$49,733
FLEETCOR TECHNOLOGIES INC$51,400$43,224
GEN DIGITAL INC$48,473$40,841
HILTON WORLDWIDE HOLDINGS INC$38,663$49,305
HOME DEPOT INC$22,591$51,646
HONEYWELL INTL INC$46,852$50,647
ILLINOIS TOOL WORKS INC$17,895$52,342
ISHARES RUSSELL 2000 GROWTH ETF$73,385$69,180
JACK HENRY & ASSOCIATES INC$30,326$39,941
LAUDER ESTEE COS INC CL A$25,730$51,757
MASTERCARD INCORPORATED CLASS A$21,163$63,597
MCDONALDS CORP$26,968$53,126
MCKESSON CORP$47,253$53,408
METTLER-TOLEDO INTL INC$19,478$53,557
MICROCHIP TECHNOLOGY INC$48,118$51,106
MICROSOFT CORP$130,612$485,786
NETAPP INC$53,675$42,780
NIKE INC CLASS B$41,987$52,735
NVIDIA CORP$59,270$133,330
PALO ALTO NETWORKS INC$21,161$53,930
PEPSICO INC$28,041$53,779
PTC INC$43,842$45,522
PUBLIC STORAGE$29,517$51,364
RAYMOND JAMES FINL INC$36,304$38,241
ROLLINS INCORPORATED$30,890$46,837
RPM INC OHIO$27,112$42,311
SHERWIN WILLIAMS CO$30,841$50,573
STARBUCKS CORP$35,892$52,065
STRYKER CORP$23,543$55,667
TESLA MOTORS INC$93,804$116,178
TEXAS INSTRUMENTS INC$33,182$53,943
THERMO FISHER CORP$18,217$51,873
TRACTOR SUPPLY COMPANY$36,199$44,658
UNION PACIFIC CORP$43,002$49,309
UNITEDHEALTH GROUP INC$50,223$82,703
VISA INC CLASS A SHARES$29,293$75,529
WASTE MGMT INC DEL$48,484$56,294
WYNDHAM HOTELS & RESORTS INC$40,279$37,996
ZOETIS INC$45,575$54,925

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,388,828USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,271,937USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$2,545,325StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$2,277,543StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARTISAN MID CAP FUND-INSAT COST$838,500$648,639
CAUSEWAY EMERGING MARKETS-ISAT COST$834,013$566,086
CLEARBRIDGE SMALL CAP GR ISAT COST$345,370$511,824
COMMERCE MIDCAP GROWTH FUNDAT COST$889,113$1,091,806
COMMERCE VALUE FUND INSTITUTIONALAT COST$1,719,570$2,233,265
DFA INTL SMALL CO PORTFOLIOAT COST$704,368$810,129
DFA US LARGE CAP VALUE PORTFOLIOAT COST$1,235,608$1,503,529
DFA US TARGETED VALUE PORTFOLIOAT COST$912,720$910,268
DODGE & COX INTERNATIONAL STOCK FUNDAT COST$49,934$68,997
HARTFORD MIDCAP FUND-FAT COST$257,669$293,151
ISHARES RUSSELL 1000 GROWTH ETFAT COST$71,708$67,191
ISHARES RUSSELL MIDCAP GROWTH ETFAT COST$139,841$358,282
ISHARES RUSSELL MIDCAP VALUE ETFAT COST$979,409$2,294,451
JPMORGAN HEDGED EQUITY-R6AT COST$1,044,785$1,057,737
LAZARD EMERGING MARKETS EQUITY PORTAT COST$708,150$653,690
MFS RESEARCH INTERNAT R6AT COST$1,633,641$2,130,893
MSCI INC-AAT COST$43,162$53,171
PGIM JENNISON M/C GROWTH CL R6AT COST$254,000$167,683
T ROWE PR GROWTH STOCK-IAT COST$657,518$744,184
T ROWE PR NEW HORIZONS-IAT COST$36,717$56,070
T ROWE PR OVERSEAS STOCK-IAT COST$1,250,000$1,295,204
TIAA-CREF L/C GROW INDX-INSTAT COST$1,239,951$1,506,471
TIAA-CREF L/C VAL INDX-INSTAT COST$2,140,775$2,613,952

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescART - TWO THOMAS HART BENTONDesc
BOY Book Value$1BOYBookValueAmt
EOY Book Value$1EOYBookValueAmt
EOYFMV$2,125EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$3Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$110$0$110
DUES & SUBSCRIPTIONS$172$0$172
OFFICE SUPPLIES$104$0$104

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT OF CVDesc
Amt$4,177Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryART APPRAISALCategoryTxt
Amt$1,050Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX ESTIMATESCategoryTxt
Amt$12,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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