OPPENSTEIN BROTHERS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OPPENSTEIN BROTHERS FOUNDATION (EIN 43-6203035)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-07-25
- IRS object ID
- 202202069349100360
- Schema version
- 2021v4.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-25T11:31:14-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | 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 118 W 47TH | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8162342704 | PhoneNum |
| Signature | 2022-07-19 | 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,813,408 | 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 | $1,088,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,086,178 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,788,771 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,668,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,788,771 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,877,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,874,949 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $353,386 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $190,953 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $162,434 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,446 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $417 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $417 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $428,249 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $190,878 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $162,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,185,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,616,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,613,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $190,878 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,779,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,263,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,684,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $710,399 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,743,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,743,589 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,423,963 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,693,338 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,562,304 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,545,243 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,093,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,476,795 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,197,065 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,100,800 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,008,114 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,130,446 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,208,986 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,019,606 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,007,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,839,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,813,408 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $927,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,496,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $927,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,496,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $31,079,617 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,343,222 | 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 | $31,079,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,343,222 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,007,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,839,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,079,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,263,605 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,343,222 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,343,222 | 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 SECURITIES | PropertyDesc |
| Gross Sales Price | $10,668,905 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,880,134 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,788,771 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,788,771 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,788,771 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,109 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,109 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,659 | 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 | $76,659 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,550 | OverpaymentAmt |
| Applied To ES Tax | $11,550 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 118 W 47TH STREET KANSAS | AddressLine1Txt |
| City | CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | 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 | $190,952 | $0 | $0 |
| COMMERCE BANK NA CHARITY OFFICE | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | CORP. TRUSTEE | 40.00 | $141,217 | $0 | $0 |
| COMMERCE BANK NA CHARITY MGMT | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | CORP. TRUSTEE | 5.00 | $21,217 | $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 | $44,472,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $839,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,315,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,315,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $679,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,635,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,231,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,231,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,109 | TotalTaxAmt |
| Distributable Before Adj | $2,166,665 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,166,665 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,166,665 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,779,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,779,351 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,166,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,596,294 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,779,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,596,294 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $183,057 | 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 | $1,983,608 | 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 (103 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 | ||||||||
| 3101 MAIN ST | KANSAS CITY | MO | 64111 | 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 | $7,500 | |
| AMETHYST PLACE INC | ||||||||
| 2735 TROOST A | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORTIVE HOUSING PROGRAM AND FY22 UNRESTRICTED | $12,500 | |
| ARTISTS HELPING THE HOMELESS | ||||||||
| 11412 KNOX ST | OVERLAND PARK | KS | 66210 | 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 | |
| AVENUE OF LIFE INC | ||||||||
| PO BOX 34495 | KANSAS CITY | KS | 64116 | NONE | PC | IMPACT KCK PROGRAM | $10,000 | |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 64131 | NONE | PC | SCOUTREACH | $12,500 | |
| BOYS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 BLUE PKWY STE 102 | KANSAS CITY | MO | 64130 | NONE | PC | PROJECT LEARN | $30,000 | |
| BOYS GROW CORP | ||||||||
| 9301 E 147TH ST | KANSAS CITY | MO | 64149 | 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 | ||||||||
| 6950 SQUIBB RD STE 300 | MISSION | KS | 66202 | NONE | PC | CHILD ADVOCACY PROGRAM | $15,000 | |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS INC | ||||||||
| 9720 W 87TH ST | OVERLAND PARK | KS | 66212 | NONE | PC | REFUGEE COMMUNITY MATCH PROGRAM | $10,000 | |
| CHILD ABUSE PREVENTION ASSOCIATION | ||||||||
| 503 E 23RD ST | INDEPENDENCE | MO | 64055 | 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. | $17,500 | |
| CHILDRENS CENTER FOR THE VISUALLY IMPAIRED | ||||||||
| 3101 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | SCHOLARSHIPS FOR PRESCHOOL STUDENTS | $20,000 | |
| CITY YEAR INC | ||||||||
| 415 DELAWARE ST 3RD FL | KANSAS CITY | MO | 64105 | NONE | PC | WHOLE SCHOOL, WHOLE CHILD PROGRAM | $10,000 | |
| COMMUNITY LINC | ||||||||
| 4012-14 TROOST AVE | KANSAS CITY | MO | 64110 | 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 | 64108 | 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 W 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 | $10,000 | |
| CULTIVATE KANSAS CITY INC | ||||||||
| 300 E 39TH ST 4B | KANSAS CITY | MO | 64111 | NONE | PC | JUNIPER GARDENS TRAINING FARM | $15,000 | |
| 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 | $15,000 | |
| EL CENTRO INC | ||||||||
| 650 MINNESOTA AVE | KANSAS CITY | KS | 66101 | NONE | PC | ACADEMY FOR CHILDREN PROGRAM | $7,500 | |
| EPEC INC | ||||||||
| 5829 TROOST AVE STE B | KANSAS CITY | MO | 64110 | NONE | PC | THE GROOMING PROJECT | $10,000 | |
| FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY | ||||||||
| 9091 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | RECOVERY SUPPORT NAVIGATION PROGRAM | $10,000 | |
| 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 PL 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 | AFTER SCHOOL PROGRAM | $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 | |
| 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 | YOUTH BEHAVIORAL HEALTH SERVICES | $7,500 | |
| HEARTLAND CHAMBER MUSIC LTD | ||||||||
| 1600 GENESSEE ST STE 824 | KANSAS CITY | MO | 64102 | NONE | PC | STRING SPROUTS PROGRAM | $3,000 | |
| HOPE HOUSE INC | ||||||||
| PO BOX 577 | LEES SUMMIT | MO | 64063 | 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 | ||||||||
| 5801 W 115TH ST STE 103 | OVERLAND PARK | KS | 66211 | NONE | PC | OLDER ADULT SERVICES | $15,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 W 115TH ST STE 201 | OVERLAND PARK | KS | 66211 | NONE | PC | ANNUAL SUPPORT | $150,000 | |
| JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY | ||||||||
| 4600 PASEO BLVD | KANSAS CITY | MO | 64110 | NONE | PC | SOCIAL WORK YOUTH PROGRAM | $20,000 | |
| JOURNEY TO NEW LIFE INC | ||||||||
| 3120 TROOST AVE | KANSAS CITY | MO | 641091844 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $10,000 | |
| JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY | ||||||||
| 2842 W 47TH AVE | KANSAS CITY | KS | 66103 | NONE | PC | MAKING SENSE OUT OF CENTS PROGRAM | $7,500 | |
| KANBES MARKETS | ||||||||
| 3119 TERRACE ST | KANSAS CITY | MO | 64111 | NONE | PC | HEALTHY CORNER STORES | $5,000 | |
| KANSAS CHILDREN'S SERVICE LEAGUE HEALTHY FAMILIES FUND | ||||||||
| 6025 METCALF LN STE 300 | OVERLAND PARK | KS | 66202 | NONE | PC | JOHNSON COUNTY HEALTHY FAMILIES PROGRAM | $15,000 | |
| KANSAS CITY ART INSTITUTE | ||||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | KCAI ART CLUB FOR AT-RISK YOUTH | $20,000 | |
| KANSAS CITY BALLET ASSOCIATION | ||||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | REACH OUT AND DANCE (ROAD) | $15,000 | |
| KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC | ||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | USED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION FOR TITLE I STUDENTS. | $25,000 | |
| 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 | $12,500 | |
| KANSAS CITY REPERTORY THEATRE INC | ||||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | NONE | PC | 2021/2022 EDUCATION PROGRAMS | $5,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS | $25,000 | |
| KANSAS CITY TEACHER RESIDENCY INC | ||||||||
| 415 DELAWARE ST STE 2W | KANSAS CITY | MO | 64105 | NONE | PC | TEACHER RESIDENCY PROGRAM EXPANSION | $25,000 | |
| KIDSTLC INC | ||||||||
| 480 S ROGERS RD | OLATHE | KS | 66062 | NONE | PC | PARACHUTE OF HOPE FUND | $15,000 | |
| LEGAL AID OF WESTERN MISSOURI | ||||||||
| 4001 BLUE PKWY STE 300 | KANSAS CITY | MO | 64130 | NONE | PC | DOMESTIC VIOLENCE INTERVENTION PROGRAM | $15,000 | |
| 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 | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | SUBSIDIZED SCHOOL PROGRAM | $10,000 | |
| LITERACY KANSAS CITY | ||||||||
| 3036 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | TICKET TO READ PROGRAM | $10,000 | |
| MATTIE RHODES CENTER | ||||||||
| 148 N TOPPING AVE | KANSAS CITY | MO | 64123 | NONE | PC | FAMILY SERVICES & SUPPORT PROGRAM AREAS | $15,000 | |
| METROPOLITAN LUTHERAN MINISTRY | ||||||||
| 3031 HOLMES ST | KANSAS CITY | MO | 64109 | 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 | SEXUAL VIOLENCE PREVENTION EDUCATION | $20,000 | |
| MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP | ||||||||
| 31 W 31ST ST | 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. | $12,500 | |
| MUSIC-ARTS INSTITUTE | ||||||||
| 1010 S PEARL ST | INDEPENDENCE | MO | 64050 | NONE | PC | SCHOLARSHIPS | $10,000 | |
| 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 | $8,000 | |
| NORTHLAND EARLY EDUCATION CENTER | ||||||||
| 8630 N OAK TRFY | KANSAS CITY | MO | 64155 | NONE | PC | EARLY INTERVENTION SERVICES PROGRAM | $7,500 | |
| 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 | FOOD RESCUE PROGRAM | $30,000 | |
| OPERATION BREAKTHROUGH INC | ||||||||
| ST VINCENTS FAMILY SERVICES CENTER | KANSAS CITY | MO | 64109 | NONE | PC | SOCIAL SERVICES FOR HOMELESS/NEAR HOMELESS CHILDREN & FAMILIES | $30,000 | 3039 TROOST |
| PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER | ||||||||
| 1020 CENTRAL STE 200 PO BOX 26505 | KANSAS CITY | MO | 64196 | NONE | PC | FOLLY KIDS' SERIES | $5,000 | |
| PETS FOR LIFE INC | ||||||||
| 7240 WORNALL RD | KANSAS CITY | MO | 64114 | NONE | PC | ANIMAL ASSISTED THERAPY FOR THE UNDERSERVED | $4,000 | |
| PLANNED PARENTHOOD GREAT PLAINS | ||||||||
| 4401 W 109TH ST STE 200 | OVERLAND PARK | KS | 66211 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $40,000 | |
| R2 SUBSIDIARY INC DBA RIGHTFULLY SEWN | ||||||||
| 1800 WYANDOTTE ST STE 204 | KANSAS CITY | MO | 64108 | NONE | PC | SEAMSTRESS TRAINING PROGRAM | $8,000 | |
| REACH OUT AND READ KANSAS CITY | ||||||||
| 3901 RAINBOW BLVD MS 1051 | 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 | |
| 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 PO BOX 4563 | 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 | ||||||||
| 3000 HARRISON STREET | 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. | $18,000 | |
| SHEFFIELD PLACE | ||||||||
| 6604 E 12TH ST | KANSAS CITY | MO | 64126 | NONE | PC | A PLACE TO GROW: THE CAMPAIGN FOR SHEFFIELD PLACE | $10,000 | |
| SHEPHERDS CENTER OF KANSAS CITY CENTRAL | ||||||||
| 1111 W 39TH ST STE 200 | KANSAS CITY | MO | 64111 | 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 VISITING | $15,000 | |
| SUNFLOWER HOUSE | ||||||||
| 15440 W 65TH ST | SHAWNEE | KS | 66217 | NONE | PC | CHILD ABUSE PREVENTION EDUCATION PROGRAM | $15,000 | |
| SYNERGY SERVICES INC | ||||||||
| 400 E 6TH ST | PARKVILLE | MO | 64152 | 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 | CLINICAL SERVICES FOR HOMELESS YOUTH AND VULNERABLE CHILDREN | $12,000 | |
| THE LAUNCHCODE FOUNDATION | ||||||||
| 4811 DELMAR BLVD | ST LOUIS | MO | 63108 | NONE | PC | KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM | $2,500 | |
| TURNER HOUSE CLINIC INC DBA VIBRANT HEALTH | ||||||||
| 21 N 12TH ST STE 300 | KANSAS CITY | KS | 66102 | NONE | PC | DENTAL CLINIC EQUIPMENT AS PART OF MEEKS CLINIC MERGER/EXPANSION | $15,000 | |
| UNION STATION KANSAS CITY INC | ||||||||
| 30 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | AUSCHWITZ TOURING EXHIBITION | $25,000 | |
| 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. | $15,000 | |
| 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. | $5,000 | |
| VILLAGE SHALOM INC | ||||||||
| 5500 W 123RD ST | OVERLAND PARK | KS | 66209 | NONE | PC | FINANCIAL ASSISTANCE FUND PROGRAM SUPPORT | $15,000 | |
| WILDWOOD OUTDOOR EDUCATION CENTER INC | ||||||||
| 7095 W 399TH ST | LACYGNE | KS | 66040 | NONE | PC | SLEEP AWAY SUMMER CAMP | $8,500 | |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | ||||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 64068 | NONE | PC | HARRIMAN-JEWELL SERIES SEASON EDUCATION EVENTS | $10,000 | |
| WOMENS EMPLOYMENT NETWORK | ||||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | WENS SIGNATURE PROGRAMMING AND SERVICES | $12,000 | |
| WONDERSCOPE INC | ||||||||
| 433 E RED BRIDGE RD | KANSAS CITY | MO | 64131 | NONE | PC | WONDER FUND | $3,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY | ||||||||
| 3100 BROADWAY STE 1020 | KANSAS CITY | MO | 64111 | NONE | PC | YOUTH DEVELOPMENT PROGRAMMING AT LINWOOD BRANCH | $25,000 | |
| 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 | |
| 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 | $1,616,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (55 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 | ||||||||
| 3101 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | THERAPEUTIC PRESCHOOL & THERAPY SERVICES | $60,000 | |
| ASSISTANCE LEAGUE OF KANSAS CITY | ||||||||
| 6101 N CHESTNUT | GLADSTONE | MO | 64119 | NONE | PC | OPERATION SCHOOL BELL/OPERATION CHILD IN NEED | $12,000 | |
| AVENUE OF LIFE | ||||||||
| PO BOX 34495 | KANSAS CITY | KS | 64116 | NONE | PC | IMPACT KCK PROGRAM | $10,000 | |
| BOYS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 BLUE PKWY STE 102 | KANSAS CITY | MO | 64130 | NONE | PC | PROJECT LEARN | $30,000 | |
| CASA OF JOHNSON & WYANDOTTE COUNTIES INC | ||||||||
| 6950 SQUIBB RD STE 300 | MISSION | KS | 66202 | NONE | PC | CHILD ADVOCACY PROGRAM | $52,500 | |
| CHILD ABUSE PREVENTION ASSOCIATION | ||||||||
| 503 E 23RD ST | INDEPENDENCE | MO | 64055 | 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. | $40,000 | |
| CHILDRENS CENTER FOR THE VISUALLY IMPAIRED | ||||||||
| 3101 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | SCHOLARSHIPS FOR PRESCHOOL STUDENTS | $40,000 | |
| COMMUNITY LINC | ||||||||
| 4012-14 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | TRANSITIONAL SHELTER PROGRAM | $40,000 | |
| CORNERSTONES OF CARE | ||||||||
| 300 E 36TH ST | KANSAS CITY | MO | 64111 | NONE | PC | GILLIS CAMPUS PROGRAM SUPPORT | $60,000 | |
| COTERIE INC | ||||||||
| 2450 GRAND BLVD STE 144 | 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. | $20,000 | |
| 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 | $30,000 | |
| EL CENTRO INC | ||||||||
| 650 MINNESOTA AVE | KANSAS CITY | KS | 66101 | NONE | PC | ACADEMY FOR CHILDREN PROGRAM | $7,500 | |
| EPEC INC | ||||||||
| 5829 TROOST AVE STE B | KANSAS CITY | MO | 64110 | NONE | PC | THE GROOMING PROJECT | $20,000 | |
| FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY | ||||||||
| 9091 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | RECOVERY SUPPORT NAVIGATION PROGRAM | $10,000 | |
| 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. | $40,000 | |
| 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 PL 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 | AFTER SCHOOL PROGRAM | $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 | |
| HARVESTERS-THE COMMUNITY FOOD NETWORK | ||||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | FEEDING FAMILIES INITIATIVE | $60,000 | |
| HEALTH PARTNERSHIP CLINIC INC | ||||||||
| 407 S CLAIRBORNE RD STE 104 | OLATHE | KS | 66062 | NONE | PC | YOUTH BEHAVIORAL HEALTH SERVICES | $7,500 | |
| HEARTLAND CHAMBER MUSIC LTD | ||||||||
| 1600 GENESSEE ST STE 824 | KANSAS CITY | MO | 64102 | NONE | PC | STRING SPROUTS PROGRAM | $5,000 | |
| 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 FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 W 115TH ST STE 201 | OVERLAND PARK | KS | 66211 | NONE | PC | ANNUAL SUPPORT | $300,000 | |
| JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY | ||||||||
| 4600 PASEO BLVD | KANSAS CITY | MO | 64110 | NONE | PC | SOCIAL WORK YOUTH PROGRAM | $20,000 | |
| KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC | ||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | USED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION FOR TITLE I STUDENTS. | $25,000 | |
| KANSAS CITY COMMUNITY GARDENS INC | ||||||||
| 6917 KENSINGTON AVE | KANSAS CITY | MO | 64132 | NONE | PC | INDIVIDUAL & FAMILY GARDENS PROGRAM | $10,000 | |
| KANSAS CITY REPERTORY THEATRE INC | ||||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | NONE | PC | 2021/2022 EDUCATION PROGRAMS | $5,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS | $50,000 | |
| KANSAS CITY TEACHER RESIDENCY INC | ||||||||
| 415 DELAWARE ST STE 2W | KANSAS CITY | MO | 64105 | NONE | PC | TEACHER RESIDENCY PROGRAM EXPANSION | $25,000 | |
| LEGAL AID OF WESTERN MISSOURI | ||||||||
| 4001 BLUE PKWY STE 300 | KANSAS CITY | MO | 64130 | NONE | PC | DOMESTIC VIOLENCE INTERVENTION PROGRAM | $15,000 | |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | SUBSIDIZED SCHOOL PROGRAM | $30,000 | |
| MINDDRIVE | ||||||||
| 2615 HOLMES STREET | KANSAS CITY | MO | 64108 | NONE | PC | STEM EDUCATIONAL PROGRAM SUPPORT | $20,000 | |
| MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP | ||||||||
| 31 W 31ST ST | 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. | $12,500 | |
| MUSIC-ARTS INSTITUTE | ||||||||
| 1010 S PEARL ST | INDEPENDENCE | MO | 64050 | NONE | PC | SCHOLARSHIPS | $20,000 | |
| NORTHEAST COMMUNITY CENTER INC | ||||||||
| 544 WABASH AVE | KANSAS CITY | MO | 64124 | NONE | PC | HARMONY PROJECT KC | $5,000 | |
| NORTHLAND EARLY EDUCATION CENTER | ||||||||
| 8630 N OAK TRFY | KANSAS CITY | MO | 64155 | NONE | PC | EARLY INTERVENTION SERVICES PROGRAM | $7,500 | |
| NORTHLAND SHEPHERD'S CENTER | ||||||||
| 5601 NE ANTIOCH RD STE 12 | GLADSTONE | MO | 64119 | NONE | PC | COMMUNITY AGING SOLUTIONS | $16,000 | |
| OPERATION BREAKTHROUGH INC | ||||||||
| ST VINCENTS FAMILY SERVICES CENTER | KANSAS CITY | MO | 64109 | NONE | PC | SOCIAL SERVICES FOR HOMELESS/NEAR HOMELESS CHILDREN & FAMILIES | $30,000 | 3039 TROOST |
| R2 SUBSIDIARY INC DBA RIGHTFULLY SEWN | ||||||||
| 1800 WYANDOTTE ST STE 204 | KANSAS CITY | MO | 64108 | NONE | PC | SEAMSTRESS TRAINING PROGRAM | $16,000 | |
| 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) | $20,000 | |
| RESTART INC | ||||||||
| 918 E 9TH ST | KANSAS CITY | MO | 64106 | NONE | PC | ADULT EMERGENCY SHELTER | $25,000 | |
| ROSE BROOKS CENTER INC | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | NONE | PC | EMERGENCY SHELTER PROGRAM | $20,000 | |
| SAFEHOME INC | ||||||||
| 8745 BALLENTINE ST PO BOX 4563 | 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 | |
| SHEPHERDS CENTER OF KANSAS CITY CENTRAL | ||||||||
| 1111 W 39TH ST STE 200 | KANSAS CITY | MO | 64111 | NONE | PC | SENIOR COMPANION PROGRAM | $20,000 | |
| SHEPHERDS CENTER OF KANSAS CITY KANSAS INC | ||||||||
| 757 ARMSTRONG AVE | KANSAS CITY | KS | 66101 | NONE | PC | MINOR HOME REPAIR PROGRAM FOR SENIORS | $30,000 | |
| SUNFLOWER HOUSE | ||||||||
| 15440 W 65TH ST | SHAWNEE | KS | 66217 | NONE | PC | CHILD ABUSE PREVENTION EDUCATION PROGRAM | $30,000 | |
| SYNERGY SERVICES INC | ||||||||
| 400 E 6TH ST | PARKVILLE | MO | 64152 | NONE | PC | STREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) | $20,000 | |
| WOMENS EMPLOYMENT NETWORK | ||||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | WENS SIGNATURE PROGRAMMING AND SERVICES | $24,000 | |
| WONDERSCOPE INC | ||||||||
| 433 E RED BRIDGE RD | KANSAS CITY | MO | 64131 | NONE | PC | WONDER FUND | $3,000 | |
| 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 | |
| YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC | ||||||||
| 1111 W 39TH ST STE A128 | KANSAS CITY | MO | 64111 | NONE | PC | ORCHESTRAL EDUCATION PROGRAM | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,496,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,088,583 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,788,771 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,877,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,877,354 | 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 (57 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY NT 2.875% 10/15/27 | $69,570 | $68,900 |
| ABBOTT LABS NT 6.15% 11/30/37 | $49,800 | $65,060 |
| AMERIPRISE FINL NT 3.7% 10/15/24 | $64,559 | $65,957 |
| APPLE INC NT 2.4% 5/3/23 | $54,927 | $55,297 |
| APPLIED MATERIALS NT 3.9% 10/1/25 | $73,586 | $71,926 |
| ATMOS ENERGY NT 1.5% 1/15/31 | $69,696 | $60,298 |
| BAIRD AGGREGATE BOND FUND IS | $315,533 | $300,762 |
| BANK OF AMERICA NT V/R 2/7/30 | $65,000 | $66,049 |
| BANK OF MONTREAL NT 0.45% 12/8/23 | $69,955 | $67,595 |
| BAPTIST HLTH FL NT 4.342% 11/15/41 | $50,400 | $51,957 |
| BB&T CORP NT 2.5% 8/1/24 | $73,760 | $69,544 |
| BK OF NY MELLON NT 3.65% 2/4/24 | $59,781 | $61,054 |
| BLACKROCK HIGH YIELD PORTFOLIO - K | $167,211 | $170,816 |
| BLACKROCK INC NT 3.375% 6/1/22 | $62,285 | $60,202 |
| BP CAP MARKETS NT 4.234% 11/6/28 | $65,000 | $68,258 |
| BURLINGTON NORTH NT 3.9% 8/1/46 | $64,479 | $67,247 |
| CHARLES SCHWAB CORP NT 2.65% 1/25/23 | $69,888 | $70,509 |
| CHEVRON CORP NT 3.191% 6/24/23 | $75,737 | $75,813 |
| CUMMINS INC NT 1.5% 9/1/30 | $74,723 | $65,038 |
| DODGE & COX INCOME FD | $406,423 | $396,241 |
| ENTERGY MISSISSIPPI NT 3.1% 7/1/23 | $59,167 | $60,296 |
| FIDELITY ADV FL RT HI INC-Z | $92,860 | $92,076 |
| FL POWER & LIGHT NT 3.8% 12/15/42 | $49,752 | $50,624 |
| FRANKLIN RES INC NT 2.8% 9/15/22 | $52,929 | $55,338 |
| GOLDMAN SACHS HIGH YIELD-INS | $179,372 | $167,740 |
| GONZAGA UNIV NT 4.158% 4/1/46 | $35,000 | $34,175 |
| HARTFORD FLOATING RATE-F | $91,560 | $90,758 |
| HONEYWELL INTL NT 2.5% 11/1/26 | $70,825 | $73,982 |
| HUNTINGTON NATL BK NT 1.8% 2/3/23 | $71,983 | $69,768 |
| JPMORGAN CHASE NT V/R 1/23/29 | $65,000 | $64,700 |
| LOUISVILLE GAS NT 4.65% 11/15/43 | $67,897 | $65,373 |
| MASTERCARD INC NT 2.95% 6/1/29 | $69,903 | $69,746 |
| MICROSOFT CORP NT 2.375% 5/1/23 | $54,815 | $55,210 |
| MITSUBISHI FIN NT 3.455% 3/2/23 | $70,000 | $70,732 |
| NEVADA POWER NT 6.75% 7/1/37 | $73,453 | $70,912 |
| ORACLE CORP NT 2.5% 10/15/22 | $60,577 | $60,173 |
| PEPSICO INC NT 3.5% 7/17/25 | $60,644 | $61,410 |
| PFIZER INC NT 2.95% 3/15/24 | $69,251 | $65,721 |
| PNC BANK NA NT 2.7% 11/1/22 | $59,886 | $55,457 |
| PRAXAIR INC NT 2.65% 2/5/25 | $68,956 | $64,651 |
| PUB SVC ELEC & GAS NT 5.5% 3/1/40 | $44,784 | $54,370 |
| PUBLIC STORAGE NT 0.875% 2/15/26 | $74,542 | $69,242 |
| SHELL INTL NT 4% 5/10/46 | $58,919 | $62,557 |
| SSM HEALTH CARE NT 3.823% 6/1/27 | $55,000 | $56,120 |
| STATE STREET NT V/R 11/1/25 | $70,000 | $68,997 |
| STRYKER CORP NT 3.375% 5/15/24 | $54,518 | $55,637 |
| TOSCO CORP NT 8.125% 2/15/30 | $45,457 | $46,032 |
| TOTAL CAP CANADA NT 2.75% 7/15/23 | $68,429 | $65,268 |
| TRANS-CANADA PL NT 7.25% 8/15/38 | $51,288 | $53,454 |
| UNION PACIFIC RR NT 2.695% 5/12/27 | $47,639 | $46,287 |
| US BANCORP NT 2.95% 7/15/22 | $60,000 | $57,309 |
| VANGUARD HIGH YIELD CORPORATE FUND | $171,019 | $170,336 |
| VANGUARD INTM TERM INV G-ADM | $625,213 | $584,978 |
| VISA INC NT 3.15% 12/14/25 | $63,235 | $65,747 |
| WELLS FARGO & CO NT V/R 10/30/30 | $70,000 | $66,531 |
| WI PUBLIC SERV NT 3.3% 9/1/49 | $69,919 | $63,114 |
| WW GRAINGER NT 3.75% 5/15/46 | $44,695 | $44,770 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $46,104 | $59,772 |
| AGILENT TECHNOLOGIES INC | $40,036 | $57,564 |
| ALPHABET INC CL A | $120,893 | $319,855 |
| AMAZON COM INC | $143,219 | $342,295 |
| AMGEN INC | $37,639 | $60,455 |
| AMPHENOL CORP CL-A | $28,894 | $59,527 |
| ANSYS INC | $34,463 | $50,824 |
| APPLE INC | $109,605 | $635,580 |
| BALL CORP | $46,678 | $48,600 |
| BROADRIDGE FINANCIAL SOL | $37,420 | $51,384 |
| CADENCE DESIGN SYSTEMS INC | $28,838 | $60,028 |
| CDW CORP/DE | $49,465 | $50,984 |
| CHARTER COMMUNICATIONS INC A | $71,090 | $57,280 |
| COGNEX CORP | $41,604 | $52,462 |
| COPART INC | $49,505 | $49,561 |
| DOLLAR GENERAL CORP | $37,027 | $61,223 |
| EBAY INC | $47,964 | $50,389 |
| EQUITY LIFESTYLE PROPERTIES | $57,661 | $53,154 |
| FIDELITY MID CAP GRW INDX | $300,000 | $272,290 |
| FIDELITY MID CAP VAL INDX | $1,091,000 | $1,151,677 |
| FISERV INC | $38,417 | $61,347 |
| FLEETCOR TECHNOLOGIES INC | $54,644 | $51,057 |
| HOME DEPOT INC | $33,085 | $67,349 |
| ILLINOIS TOOL WORKS INC | $30,078 | $58,632 |
| INTUIT | $57,800 | $60,105 |
| JACK HENRY & ASSOCIATES INC | $29,911 | $52,218 |
| LAUDER ESTEE COS INC CL A | $23,020 | $58,549 |
| MASTERCARD INCORPORATED CLASS A | $19,673 | $62,542 |
| MCDONALDS CORP | $37,966 | $60,584 |
| META PLATFORMS INC | $58,393 | $103,397 |
| METTLER-TOLEDO INTL INC | $20,112 | $48,062 |
| MICROSOFT CORP | $164,386 | $561,124 |
| NETAPP INC | $48,113 | $48,555 |
| NIKE INC CLASS B | $45,981 | $60,552 |
| NVIDIA CORP | $65,654 | $150,073 |
| PALO ALTO NETWORKS INC | $19,795 | $59,138 |
| PEPSICO INC | $35,870 | $60,257 |
| PUBLIC STORAGE | $26,478 | $62,445 |
| RAYMOND JAMES FINL INC | $40,701 | $51,658 |
| ROCKWELL AUTOMATION INC | $38,784 | $50,405 |
| ROLLINS INCORPORATED | $36,574 | $52,680 |
| RPM INC OHIO | $35,844 | $51,307 |
| SCOTTS MIRACLE-GRO COMPANY | $69,925 | $49,799 |
| SHERWIN WILLIAMS CO | $30,321 | $58,661 |
| SKYWORKS SOLUTIONS INC | $59,160 | $47,981 |
| STARBUCKS CORP | $47,139 | $62,314 |
| STRYKER CORP | $25,101 | $60,154 |
| T ROWE PRICE GROUP INC | $30,709 | $50,649 |
| TAKE-TWO INTERACTIVE SOFTWARE | $56,823 | $51,503 |
| TESLA MOTORS INC | $77,535 | $167,028 |
| TEXAS INSTRUMENTS INC | $38,490 | $60,548 |
| THERMO FISHER CORP | $19,012 | $59,065 |
| UNION PACIFIC CORP | $37,758 | $60,106 |
| UNITEDHEALTH GROUP INC | $20,387 | $58,647 |
| V F CORP | $65,549 | $50,890 |
| VISA INC CLASS A SHARES | $30,179 | $76,511 |
| WASTE MGMT INC DEL | $2,036 | $7,925 |
| WORKDAY INC-CLASS A | $59,089 | $58,668 |
| ZOETIS INC | $43,411 | $59,406 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,140,029 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,112,750 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,553,309 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,449,554 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN MID CAP FUND-INS | AT COST | $838,500 | $773,642 |
| CAUSEWAY EMERGING MARKETS-IS | AT COST | $834,013 | $676,976 |
| CLEARBRIDGE SMALL CAP GR IS | AT COST | $145,370 | $333,668 |
| COMMERCE MIDCAP GROWTH FUND | AT COST | $889,113 | $1,182,177 |
| COMMERCE VALUE FUND INSTITUTIONAL | AT COST | $1,879,912 | $2,814,676 |
| DFA INTL SMALL CO PORTFOLIO | AT COST | $654,368 | $824,369 |
| DFA US LARGE CAP VALUE PORTFOLIO | AT COST | $2,321,474 | $2,903,435 |
| DFA US TARGETED VALUE PORTFOLIO | AT COST | $403,506 | $536,404 |
| DODGE & COX INTERNATIONAL STOCK FUND | AT COST | $49,934 | $70,882 |
| HARTFORD MIDCAP FUND-F | AT COST | $621,472 | $752,340 |
| ISHARES RUSSELL 1000 GROWTH ETF | AT COST | $71,708 | $76,348 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | AT COST | $139,841 | $395,468 |
| ISHARES RUSSELL MIDCAP VALUE ETF | AT COST | $1,567,162 | $3,390,598 |
| JPMORGAN HEDGED EQUITY-R6 | AT COST | $1,900,000 | $1,882,219 |
| LAZARD EMERGING MARKETS EQUITY PORT | AT COST | $892,874 | $890,668 |
| MFS RESEARCH INTERNAT R6 | AT COST | $1,358,641 | $1,940,260 |
| PGIM JENNISON M/C GROWTH CL R6 | AT COST | $254,000 | $184,331 |
| PRINCIPAL GL MULT STRAT-R6 | AT COST | $895,000 | $1,010,934 |
| T ROWE PR GROWTH STOCK-I | AT COST | $999,655 | $1,426,185 |
| T ROWE PR NEW HORIZONS-I | AT COST | $36,717 | $69,723 |
| T ROWE PR OVERSEAS STOCK-I | AT COST | $975,000 | $1,098,753 |
| TIAA-CREF L/C GROW INDX-INST | AT COST | $339,951 | $881,026 |
| TIAA-CREF L/C VAL INDX-INST | AT COST | $2,140,775 | $2,904,524 |
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 | $3,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REDUCTION IN FEES ALLOCATED TO TEI | $0 | -$121 | $0 |
| POSTAGE | $181 | $0 | $181 |
| DUES & SUBSCRIPTIONS | $189 | $0 | $189 |
| OFFICE SUPPLIES | $47 | $0 | $47 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ESTIMATES | $74,400 | $0 | $0 |
| FOREIGN TAX WITHHELD | $46 | $46 | $0 |
Comments