OPPENSTEIN BROTHERS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OPPENSTEIN BROTHERS FOUNDATION (EIN 43-6203035)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2021-08-06
- IRS object ID
- 202142189349100404
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-06T09:48:19-05:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | 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 | 8162341768 | 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 | 8162341768 | PhoneNum |
| Signature | 2021-08-06 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $43,733,617 | 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 | $773,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $770,877 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $853,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,974,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $853,723 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,626,823 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,624,600 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $328,342 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $166,286 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $162,056 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $515 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$443 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $415 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $349,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $165,843 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $162,471 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,137,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,798,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,487,357 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $165,843 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,960,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $139,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,458,757 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $808,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $710,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $710,399 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,996,466 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,112,472 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,209,316 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,046,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,545,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,624,549 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,189,452 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,132,506 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,380,645 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,486,953 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,506,496 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,803,708 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,528,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,007,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,733,617 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,588,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $927,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,588,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $927,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $30,940,088 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,079,617 | 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 | $30,940,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,079,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,528,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,007,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,940,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $139,466 | ExcessRevenueOverExpensesAmt |
| Other Increases | $63 | OtherIncreasesAmt |
| Subtotal | $31,079,617 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,079,617 | 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 | $5,974,360 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,120,637 | CostOrOtherBasisAmt |
| Gain Or Loss | $853,723 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $853,723 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $853,723 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,277 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,277 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,277 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,536 | 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 | $22,536 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,259 | OverpaymentAmt |
| Applied To ES Tax | $2,259 | 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 | 8162342568 | 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 | $166,286 | $0 | $0 |
| COMMERCE BANK NA CHARITY OFFICE | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | CORP. TRUSTEE | 40.00 | $143,580 | $0 | $0 |
| COMMERCE BANK NA CHARITY MGMT | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | CORP. TRUSTEE | 5.00 | $18,476 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,188,609 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $847,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,040,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,040,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $585,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,455,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,922,765 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,922,765 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,277 | TotalTaxAmt |
| Distributable Before Adj | $1,902,488 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,902,488 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,902,488 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,960,471 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,960,471 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,960,471 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,902,488 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,654,277 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,960,471 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,654,277 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $306,194 | 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 | $1,596,294 | 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 (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY KC | |||||||
| 3011 BALTIMORE | KANSAS CITY | MO | 64108 | NONE | PC | SCHOLARSHIPS IN RESPONSE TO COVID-19 | $3,500 |
| ABILITY KC | |||||||
| 3011 BALTIMORE | KANSAS CITY | MO | 64108 | NONE | PC | THERAPEUTIC PRESCHOOL CLINICAL THERAPY PROGRAM | $30,000 |
| AFTER THE HARVEST | |||||||
| 406 W 34TH ST STE 816 | 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. (COVID) | $5,000 |
| AFTER THE HARVEST | |||||||
| 406 W 34TH ST STE 816 | 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 |
| AMERICAN PUBLIC SQUARE INC | |||||||
| 300 E 39TH ST 4F | KANSAS CITY | MO | 64111 | NONE | PC | APS STUDENT CIVICS INITIATIVE | $5,000 |
| AMETHYST PLACE INC | |||||||
| 2735-A TROOST | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORTIVE HOUSING PROGRAM AND FY21 UNRESTRICTED | $12,500 |
| AMETHYST PLACE INC | |||||||
| 2735-A TROOST | KANSAS CITY | MO | 64109 | NONE | PC | VIRTUAL LEARNING SITE IN RESPONSE TO COVID-19 | $2,000 |
| 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 AND | $6,000 |
| AVENUE OF LIFE INC | |||||||
| 500 N 7TH ST TRFY | KANSAS CITY | KS | 66101 | NONE | PC | IMPACT KCK PROGRAM EXPANSION | $10,000 |
| BIKE WALK KC | |||||||
| 1106 E 30TH ST STE G | KANSAS CITY | MO | 64109 | NONE | PC | BICYCLE HELMET SAFETY EDUCATION FOR YOUTH & ADULTS | $3,000 |
| BISHOP SULLIVAN CENTER INC 052196 | |||||||
| 6435 E TRUMAN RD | KANSAS CITY | MO | 641262635 | NONE | PC | FOOD DISTRIBUTION (COVID) | $2,500 |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | SCOUTREACH | $10,000 |
| BOYS CLUB OF GREATER KANSAS CITY | |||||||
| 4001 BLUE PARKWAY STE 102 | KANSAS CITY | MO | 64130 | NONE | PC | PROJECT LEARN | $30,000 |
| BOYS CLUB OF GREATER KANSAS CITY | |||||||
| 4001 BLUE PARKWAY STE 102 | KANSAS CITY | MO | 64130 | NONE | PC | YOUTH POLICE INITIATIVE | $2,500 |
| CASA OF JOHNSON & WYANDOTTE COUNTIES INC | |||||||
| 6950 SQUIBB RD STE 300 | MISSION | KS | 66202 | NONE | PC | CHILD ADVOCACY PROGRAM AND FY21 UNRESTRICTED | $15,000 |
| CATHOLIC CHARITIES OF KC-ST JOSEPH INC | |||||||
| 4001 BLUE PKWY STE 250 | KANSAS CITY | MO | 64130 | NONE | PC | SUPPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM AND CHILDREN AND FAMILY PROGRAMMING IN RESPONSE TO COVID-19 | $3,500 |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS INC | |||||||
| 9720 W 87TH ST | OVERLAND PARK | KS | 66212 | NONE | PC | SHALOM HOUSE | $10,000 |
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||
| 503 E 23RD ST | INDEPENDENCE | MO | 640551502 | NONE | PC | FAMILY SUPPORT SERVICES PROGRAM | $10,000 |
| CHILD PROTECTION CENTER INC | |||||||
| 3101 BROADWAY STE 750 | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| CHILDRENS CENTER FOR THE VISUALLY IMPAIRED | |||||||
| 3101 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | SCHOLARSHIPS FOR PRE-SCHOOL STUDENTS | $20,000 |
| CITY YEAR INC | |||||||
| 415 DELAWARE ST 3RD FL | KANSAS CITY | MO | 64105 | NONE | PC | WHOLE SCHOOL, WHOLE CHILD PROGRAM | $10,000 |
| CITY YEAR INC | |||||||
| 415 DELAWARE ST 3RD FL | KANSAS CITY | MO | 64105 | NONE | PC | COUNSELING SERVICES FOR VISTAS IN RESPONSE TO COVID-19 | $2,000 |
| COMMUNITY LINC | |||||||
| 4014 TROOST AVENUE | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT FOR THE AGENCY'S HOUSING PROGRAMS | $20,000 |
| COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY | |||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | RENT AND UTILITY ASSISTANCE IN RESPONSE TO COVID-19 | $5,000 |
| COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY | |||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | BRIDGES TO CAREER OPPORTUNITIES | $15,000 |
| COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY | |||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | FOOD DISTRIBUTION (COVID) | $2,500 |
| CONNECTING FOR GOOD INC | |||||||
| 3210 MICHIGAN AVE | KANSAS CITY | MO | 64109 | NONE | PC | GOOGLE FIBER IN 100 HOMES IN PARTNERSHIP WITH OPERATION BREAKTHROUGH (COVID) | $4,500 |
| CORNERSTONES OF CARE | |||||||
| 300 E 36TH ST | KANSAS CITY | MO | 64111 | NONE | PC | GILLIS CAMPUS PROGRAMS | $30,000 |
| CRISTO REY KANSAS CITY HIGH SCHOOL | |||||||
| 211 WEST LINWOOD BLVD | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $20,000 |
| CROSS-LINES COMMUNITY OUTREACH INC | |||||||
| 736 SHAWNEE AVE | KANSAS CITY | KS | 66105 | NONE | PC | HOUSING STABILIZATION PROGRAM IN RESPONSE TO COVID-19 | $2,500 |
| CROSS-LINES COMMUNITY OUTREACH INC | |||||||
| 736 SHAWNEE AVE | KANSAS CITY | KS | 66105 | NONE | PC | HOUSING STABILIZATION PROGRAM | $7,500 |
| CROSS-LINES COMMUNITY OUTREACH INC | |||||||
| 736 SHAWNEE AVE | KANSAS CITY | KS | 66105 | NONE | PC | FOOD DISTRIBUTION (COVID) | $3,000 |
| CULTIVATE KANSAS CITY INC | |||||||
| 300 E 39TH ST 4B | KANSAS CITY | MO | 64111 | NONE | PC | JUNIPER GARDENS TRAINING FARM AND FY21 UNRESTRICTED | $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 CENTER PROGRAM AND FY21 UNRESTRICTED | $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 DBA THE GROOMING PROJECT | |||||||
| 5829 TROOST AVE STE B | KANSAS CITY | MO | 641103143 | NONE | PC | EMERGENCY ASSISTANCE (COVID) | $2,500 |
| EPEC INC DBA THE GROOMING PROJECT | |||||||
| 5829 TROOST AVE STE B | KANSAS CITY | MO | 641103143 | NONE | PC | THE GROOMING PROJECT | $10,000 |
| FEED KC FORWARD CO GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | SUPPORTING LOCALLY OWNED RESTAURANTS FEEDING NONPROFIT ORGANIZATIONS (COVID) | $2,500 |
| FOSTER ADOPT CONNECT INC | |||||||
| 18600 E 37TH TERR S | INDEPENDENCE | MO | 64057 | NONE | PC | FOSTER PARENT LICENSING | $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 EMERGENCY FOOD ASSISTANCE | $2,500 |
| GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC | |||||||
| 8383 BLUE PKWY DR | KANSAS CITY | MO | 64133 | NONE | PC | GIRL SCOUT OUTREACH PROGRAM | $7,500 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | KC COVID-19 FUND (COVID) | $10,000 |
| GUADALUPE CENTER INC | |||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | GUADALUPE CENTERS AFTER SCHOOL PROGRAM AND FY21 UNRESTRICTED | $20,000 |
| GUADALUPE CENTER INC | |||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | FOOD DISTRIBUTION (COVID) | $2,500 |
| HAPPYBOTTOMS | |||||||
| 303 W 79TH ST | KANSAS CITY | MO | 64114 | NONE | PC | DIAPER SUPPORT (COVID) | $2,500 |
| 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 CHILDREN INITIATIVE AND FY21 UNRESTRICTED | $30,000 |
| HARVESTERS-THE COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. (COVID) | $5,000 |
| HEARTLAND CHAMBER MUSIC LTD | |||||||
| 1600 GENESSEE ST STE 824 | KANSAS CITY | MO | 64102 | NONE | PC | STRING SPROUTS PROGRAM | $5,000 |
| HOPE HOUSE INC | |||||||
| PO BOX 577 | LEES SUMMIT | MO | 640630577 | NONE | PC | CHILDRENS SERVICES PROGRAM AND FY21 UNRESTRICTED | $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 COMMUNITY CENTER OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | FAMILY RECREATION COMPLEX CAPITAL CAMPAIGN | $50,000 |
| JEWISH FAMILY SERVICES | |||||||
| 5801 W 115TH ST STE 103 | OVERLAND PARK | KS | 662111824 | NONE | PC | OLDER ADULT SERVICES | $15,000 |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH ST STE 201 | OVERLAND PARK | KS | 662111824 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $150,000 |
| JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY | |||||||
| 4600 PASEO BLVD | KANSAS CITY | MO | 64110 | NONE | PC | PROJECT SOAR: STRENGTHENING OPPORTUNITIES FOR ADOLESCENT REFUGEES | $15,000 |
| 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 | |||||||
| 2824 W 47TH STREET | 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 & COVID RESPONSE EFFORTS | $10,000 |
| KANBES MARKETS | |||||||
| 3119 TERRACE ST | KANSAS CITY | MO | 64111 | NONE | PC | FOOD DISTRIBUTION (COVID) | $3,000 |
| KANSAS CHILDREN'S SERVICE LEAGUE HEALTHY FAMILIES FUND | |||||||
| 6025 METCALF LN STE 300 | OVERLAND PARK | KS | 66202 | NONE | PC | JOHNSON COUNTY HEALTHY FAMILIES PROGRAM AND FY21 UNRESTRICTED | $15,000 |
| KANSAS CITY BALLET ASSOCIATION | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 641082430 | NONE | PC | REACH OUT AND DANCE (ROAD) | $15,000 |
| KC CARE HEALTH CENTER | |||||||
| 3515 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | MOBILE PEDIATRIC DENTAL UNIT (MPDU) | $30,000 |
| KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC | |||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | ARTS PARTNERS PROGRAM | $12,500 |
| KANSAS CITY COMMUNITY GARDENS INC | |||||||
| 6917 KENSINGTON AVE | KANSAS CITY | MO | 64132 | NONE | PC | SELF-HELP GARDENING | $10,000 |
| KANSAS CITY FRIENDS OF ALVIN AILEY | |||||||
| 1714 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | AILEY CAMP | $25,000 |
| KANSAS CITY SYMPHONY | |||||||
| 1703 WYANDOTTE ST STE 200 | 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 | $35,000 |
| LEAD TO READ INC | |||||||
| 6022 N STRATHBURY AVE | KANSAS CITY | MO | 64151 | NONE | PC | ONLINE PROGRAMMING IN RESPONSE TO COVID-19 | $3,000 |
| LEGAL AID OF WESTERN MISSOURI | |||||||
| 4001 BLUE PKWY STE 300 | KANSAS CITY | MO | 64130 | NONE | PC | DOMESTIC VIOLENCE INTERVENTION PROGRAM AND FY21 UNRESTRICTED | $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 | 641091435 | NONE | PC | IMPACT MISSOURI PROGRAM | $30,000 |
| METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA | |||||||
| 3100 BROADWAY STE 400 | KANSAS CITY | MO | 641112591 | 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 | LIFT (LEAN IN FOR TEENS) IN RESPONSE TO COVID-19 | $2,500 |
| 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. | $10,000 |
| MUSIC-ARTS INSTITUTE | |||||||
| 1010 S PEARL ST | INDEPENDENCE | MO | 64050 | NONE | PC | SCHOLARSHIPS | $10,000 |
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | TITLE I SCHOOL PROGRAMS | $30,000 |
| NEWHOUSE INC | |||||||
| 660 BROOKLYN | KANSAS CITY | MO | 64124 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $50,000 |
| NORTHEAST COMMUNITY CENTER INC | |||||||
| 544 WABASH AVE | KANSAS CITY | MO | 64124 | NONE | PC | HARMONY PROJECT KC | $10,000 |
| 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 EARLY EDUCATION CENTER | |||||||
| 8630 N OAK TRFY | KANSAS CITY | MO | 64155 | NONE | PC | SCHOLARSHIPS IN RESPONSE TO COVID-19 | $2,000 |
| NORTHLAND SHEPHERD'S CENTER | |||||||
| 4805 NE ANTIOCH RD STE 9 | KANSAS CITY | MO | 64119 | NONE | PC | RESPITE CARE | $8,000 |
| NOURISHKC | |||||||
| PO BOX 412458 | KANSAS CITY | MO | 64041 | NONE | PC | FOOD RESCUE PROGRAM AND FY21 UNRESTRICTED | $10,000 |
| NOURISHKC | |||||||
| PO BOX 412458 | KANSAS CITY | MO | 64041 | NONE | PC | FOOD RESCUE PROGRAM AND FY21 UNRESTRICTED | $35,000 |
| NOURISHKC | |||||||
| PO BOX 412458 | KANSAS CITY | MO | 64041 | NONE | PC | FOOD DISTRIBUTION (COVID) | $3,000 |
| OPERATION BREAKTHROUGH INC | |||||||
| 3039 TROOST | KANSAS CITY | ME | 64109 | NONE | PC | SOCIAL SERVICES FOR HOMELESS/NEAR HOMELESS CHILDREN & FAMILIES | $30,000 |
| 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 |
| COMMUNITY CAPITAL FUND FBO RIGHTFULLY SEWN | |||||||
| 1800 WYANDOTTE ST STE 204 | KANSAS CITY | MO | 64108 | NONE | PC | CRISIS MASK MANUFACTURING (COVID) | $1,500 |
| COMMUNITY CAPITAL FUND FBO RIGHTFULLY SEWN | |||||||
| 1800 WYANDOTTE ST STE 204 | KANSAS CITY | MO | 64108 | NONE | PC | SEAMSTRESS TRAINING PROGRAM AND FY21 UNRESTRICTED | $8,000 |
| REACH OUT AND READ KANSAS CITY | |||||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66160 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $2,000 |
| REBUILDING TOGETHER KANSAS CITY INC | |||||||
| 2050 PLUMBERS WY 150 | LIBERTY | MO | 64068 | NONE | PC | SAFE AT HOME PROGRAM | $7,500 |
| RECONCILIATION SERVICES | |||||||
| 3101 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | THELMA'S KITCHEN, DONATE-WHAT-YOU-CAN COMMUNITY CAF | $7,500 |
| REDISCOVER | |||||||
| 1555 NE RICE RD | LEES SUMMIT | MO | 64086 | NONE | PC | PARENT-CHILD INTERACTION THERAPY (PCIT) TRAINING | $6,500 |
| RESTART INC | |||||||
| 918 E 9TH ST | KANSAS CITY | MO | 64106 | NONE | PC | MASKS AND/OR CLEANING SUPPLIES (COVID RESPONSE) | $2,500 |
| RESTART INC | |||||||
| 918 E 9TH ST | KANSAS CITY | MO | 64106 | NONE | PC | ADULT SHELTER PROGRAM | $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 AND FY21 UNRESTRICTED | $20,000 |
| SAFEHOME INC | |||||||
| 8745 BALLENTINE ST | OVERLAND PARK | KS | 66214 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 |
| SAFEHOME INC | |||||||
| 8745 BALLENTINE ST | OVERLAND PARK | KS | 66214 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| SAVE INC | |||||||
| PO BOX 45301 | KANSAS CITY | MO | 64171 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $18,000 |
| SETON CENTER INC | |||||||
| 2816 E 23RD ST | KANSAS CITY | MO | 64127 | NONE | PC | ADOPT-A-SCHOOL DENTAL SERVICES | $25,000 |
| 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 AND FY21 UNRESTRICTED | $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 | 641523703 | NONE | PC | STREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) AND FY21 UNRESTRICTED | $10,000 |
| THE CHILDRENS PLACE INC | |||||||
| 2 E 59TH ST | KANSAS CITY | MO | 64113 | NONE | PC | DAY TREATMENT SERVICES PROGRAM | $25,000 |
| THE FAMILY CONSERVANCY | |||||||
| 444 MINNESOTA AVE STE 200 | KANSAS CITY | KS | 66101 | NONE | PC | STUDENT ASSISTANCE PROGRAM AND FY21 UNRESTRICTED | $12,000 |
| THE LAUNCHCODE FOUNDATION | |||||||
| 4811 DELMAR BLVD | ST LOUIS | MO | 63108 | NONE | PC | KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM | $2,500 |
| THE WHOLE PERSON INC | |||||||
| 3710 MAIN ST | KANSAS CITY | MO | 641111913 | NONE | PC | THE WHOLE FAMILY PROJECT | $5,000 |
| TURN THE PAGE KC INC | |||||||
| 4049 PENNSYLVANIA STE 301 | KANSAS CITY | MO | 64111 | NONE | PC | OUT OF SCHOOL COLLABORATIVE IN RESPONSE TO COVID-19 | $10,000 |
| UNITED INNER CITY SERVICES | |||||||
| 2008 E 12TH ST | KANSAS CITY | MO | 64127 | NONE | PC | EMERGENCY FOOD ASSISTANCE (COVID) | $1,500 |
| UNITED INNER CITY SERVICES | |||||||
| 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 |
| 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 STREET | LACYGNE | KS | 66040 | NONE | PC | SLEEP AWAY SUMMER CAMP FOR 575 YOUTH AND FY21 UNRESTRICTED | $8,500 |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | |||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 640681896 | NONE | PC | HARRIMAN-JEWELL SERIES' 2019/2020 SEASON EDUCATION EVENTS | $10,000 |
| WOMENS EMPLOYMENT NETWORK | |||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | WEN SIGNATURE PROGRAMMING AND SERVICES | $12,000 |
| WOMENS EMPLOYMENT NETWORK | |||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | EMERGENCY ASSISTANCE TO CLIENTS IN RESPONSE TO COVID-19 | $2,500 |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY | |||||||
| 3100 BROADWAY STE 1020 | KANSAS CITY | MO | 64130 | NONE | PC | LINWOOD Y VIRTUAL LEARNING SUPPORT CENTER | $25,000 |
| YOUTH AMBASSADORS | |||||||
| 5809 MICHIGAN AVE | 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. | $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 Pd Dur Yr | $1,798,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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. | $25,000 |
| AFTER THE HARVEST | |||||||
| 406 W 34TH ST STE 816 | 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 |
| AMETHYST PLACE | |||||||
| 2735-A TROOST | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORTIVE HOUSING PROGRAM AND FY21 UNRESTRICTED | $12,500 |
| ARTISTS HELPING THE HOMELESS | |||||||
| 11412 KNOX ST | OVERLAND PARK | KS | 66210 | NONE | PC | BE THE CHANGE PROGRAM | $7,500 |
| BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY | |||||||
| 4001 BLUE PARKWAY STE 102 | KANSAS CITY | MO | 64130 | NONE | PC | PROJECT LEARN | $60,000 |
| CASA OF JOHNSON & WYANDOTTE COUNTIES | |||||||
| 6950 SQUIBB RD STE 300 | MISSION | KS | 66202 | NONE | PC | CHILD ADVOCACY PROGRAM AND FY21 UNRESTRICTED | $15,000 |
| CHILDREN'S PLACE | |||||||
| 2 E 59TH ST | KANSAS CITY | MO | 64113 | NONE | PC | DAY TREATMENT SERVICES PROGRAM | $25,000 |
| CITY YEAR KANSAS CITY | |||||||
| 415 DELAWARE ST 3RD FL | KANSAS CITY | MO | 64105 | NONE | PC | WHOLE SCHOOL, WHOLE CHILD PROGRAM | $10,000 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | BRIDGES TO CAREER OPPORTUNITIES | $15,000 |
| COTERIE | |||||||
| 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 | |||||||
| 211 WEST LINWOOD BLVD | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $20,000 |
| CULTIVATE KANSAS CITY | |||||||
| 300 E 39TH ST 4B | KANSAS CITY | MO | 64111 | NONE | PC | JUNIPER GARDENS TRAINING FARM AND FY21 UNRESTRICTED | $15,000 |
| DONNELLY COLLEGE | |||||||
| 608 N 18TH ST | KANSAS CITY | KS | 66102 | NONE | PC | COLLEGE COUNSELING CENTER PROGRAM | $15,000 |
| FOLLY THEATER | |||||||
| 1020 CENTRAL STE 200 PO BOX 26505 | KANSAS CITY | MO | 64196 | NONE | PC | FOLLY KIDS' SERIES | $5,000 |
| GUADALUPE CENTERS | |||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | GUADALUPE CENTERS AFTER SCHOOL PROGRAM AND FY21 UNRESTRICTED | $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. | $26,000 |
| HARRIMAN-JEWELL SERIES | |||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 64068 | NONE | PC | HARRIMAN-JEWELL SERIES' 2019/2020 SEASON EDUCATION EVENTS | $10,000 |
| HEALTH PARTNERSHIP CLINIC | |||||||
| 407 S CLAIRBORNE RD STE 104 | OLATHE | KS | 66062 | NONE | PC | YOUTH BEHAVIORAL HEALTH SERIVCES | $7,500 |
| HOPE HOUSE | |||||||
| PO BOX 577 | LEES SUMMIT | MO | 640630577 | NONE | PC | CHILDRENS SERVICES PROGRAM AND FY21 UNRESTRICTED | $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. | $30,000 |
| JEWISH FAMILY SERVICES OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH ST STE 103 | OVERLAND PARK | KS | 662111824 | NONE | PC | OLDER ADULT SERVICES | $15,000 |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH ST STE 201 | OVERLAND PARK | KS | 662111824 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $150,000 |
| JOURNEY TO NEW LIFE | |||||||
| 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 |
| KANSAS CHILDREN'S SERVICE LEAGUE (KANSAS CITY OFFICE) | |||||||
| 6025 METCALF LN STE 300 | OVERLAND PARK | KS | 66202 | NONE | PC | JOHNSON COUNTY HEALTHY FAMILIES PROGRAM AND FY21 UNRESTRICTED | $15,000 |
| KANSAS CITY BALLET | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 641082430 | NONE | PC | REACH OUT AND DANCE (ROAD) | $15,000 |
| KANSAS CITY SYMPHONY | |||||||
| 1703 WYANDOTTE ST STE 200 | KANSAS CITY | MO | 64108 | NONE | PC | YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS | $25,000 |
| LAUNCHCODE FOUNDATION | |||||||
| 4811 DELMAR BLVD | ST LOUIS | MO | 63108 | NONE | PC | KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM | $2,500 |
| LEVELUP KIDS (FORMERLY MILES OF SMILES) | |||||||
| 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 |
| LITERACY KANSAS CITY | |||||||
| 3036 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | TICKET TO READ PROGRAM | $10,000 |
| MOCSA | |||||||
| 3100 BROADWAY STE 400 | KANSAS CITY | MO | 641112591 | NONE | PC | SEXUAL VIOLENCE PREVENTION EDUCATION | $20,000 |
| MUSICARTS INSTITUTE | |||||||
| 1010 S PEARL ST | INDEPENDENCE | MO | 64050 | NONE | PC | SCHOLARSHIPS | $10,000 |
| NATIONAL WORLD WAR I MUSEUM | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | SUBSIDIZED SCHOOL PROGRAM | $10,000 |
| NORTHLAND ASSISTANCE CENTER | |||||||
| 2018 GENTRY ST | NORTH KANSAS CITY | MO | 64116 | NONE | PC | EMERGENCY ASSISTANCE PROGRAM | $8,000 |
| OPERATION BREAKTHROUGH INC | |||||||
| 3039 TROOST | KANSAS CITY | MO | 64109 | NONE | PC | SOCIAL SERVICES FOR HOMELESS/NEAR HOMELESS CHILDREN & FAMILIES | $60,000 |
| PETS FOR LIFE | |||||||
| 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 |
| RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY | |||||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | FAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL | $15,000 |
| SAVE INC | |||||||
| PO BOX 45301 | KANSAS CITY | MO | 64171 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $18,000 |
| SHEFFIELD PLACE | |||||||
| 6604 E 12TH ST | KANSAS CITY | MO | 64126 | NONE | PC | A PLACE TO GROW: THE CAMPAIGN FOR SHEFFIELD PLACE | $10,000 |
| START AT ZERO | |||||||
| 5508 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | FAMILY VISITING | $15,000 |
| UNION STATION | |||||||
| 30 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | AUSCHWITZ TOURING EXHIBITION | $25,000 |
| 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 |
| 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 |
| VILLAGE SHALOM | |||||||
| 5500 W 123RD ST | OVERLAND PARK | KS | 66209 | NONE | PC | FINANCIAL ASSISTANCE FUND PROGRAM SUPPORT | $15,000 |
| WILDWOOD OUTDOOR EDUCATION CENTER | |||||||
| 7095 W 399TH STREET | LACYGNE | KS | 66040 | NONE | PC | SLEEP AWAY SUMMER CAMP FOR 575 YOUTH AND FY21 UNRESTRICTED | $8,500 |
| YOUTH AMBASSADORS | |||||||
| 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. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $927,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $773,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $853,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,626,823 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,626,823 | 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 (61 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY NT 2.875% 10/15/27 | $69,570 | $75,146 |
| ABBOTT LABS NT 6.15% 11/30/37 | $49,800 | $70,655 |
| AFLAC INC NT 3.625% 6/15/23 | $73,928 | $74,933 |
| APPLE INC NT 2.4% 5/3/23 | $54,927 | $57,456 |
| APPLIED MATERIALS NT 3.9% 10/1/25 | $73,586 | $77,977 |
| ATMOS ENERGY NT 1.5% 1/15/31 | $69,696 | $63,890 |
| BAIRD AGGREGATE BOND FUND IS | $250,355 | $269,137 |
| BANK OF AMERICA NT V/R 2/7/30 | $65,000 | $71,813 |
| BANK OF MONTREAL NT 0.45% 12/8/23 | $69,955 | $69,748 |
| BAPTIST HLTH FL NT 4.342% 11/15/41 | $50,400 | $56,110 |
| BB&T CORP NT 2.5% 8/1/24 | $73,760 | $73,693 |
| BK OF NY MELLON NT 3.65% 2/4/24 | $59,781 | $65,150 |
| BLACKROCK HIGH YIELD PORTFOLIO - K | $129,572 | $141,272 |
| BLACKROCK INC NT 3.375% 6/1/22 | $62,285 | $62,159 |
| BP CAP MARKETS NT 4.234% 11/6/28 | $65,000 | $73,700 |
| BURLINGTON NORTH NT 3.9% 8/1/46 | $64,479 | $70,714 |
| CANADIAN NATL RR NT 2.85% 12/15/21 | $60,561 | $60,686 |
| CHARLES SCHWAB CORP NT 2.65% 1/25/23 | $69,888 | $72,767 |
| CHEVRON CORP NT 3.191% 6/24/23 | $75,737 | $79,052 |
| COHEN & STEERS PR SEC & INC-F | $207,500 | $206,628 |
| CUMMINS INC NT 1.5% 9/1/30 | $74,723 | $69,623 |
| DODGE & COX INCOME FD | $406,423 | $421,940 |
| ENTERGY MISSISSIPPI NT 3.1% 7/1/23 | $59,167 | $62,934 |
| FL POWER & LIGHT NT 3.8% 12/15/42 | $49,752 | $54,442 |
| FRANKLIN RES INC NT 2.8% 9/15/22 | $52,929 | $56,898 |
| GOLDMAN SACHS HIGH YIELD-INS | $67,000 | $67,105 |
| GONZAGA UNIV NT 4.158% 4/1/46 | $35,000 | $35,916 |
| HARTFORD FLOATING RATE-F | $67,000 | $67,979 |
| HONEYWELL INTL NT 2.5% 11/1/26 | $70,825 | $79,706 |
| HUNTINGTON NATL BK NT 1.8% 2/3/23 | $71,983 | $71,588 |
| JPMORGAN CHASE NT V/R 1/23/29 | $65,000 | $70,248 |
| LOUISVILLE GAS NT 4.65% 11/15/43 | $67,897 | $71,557 |
| MASTERCARD INC NT 2.95% 6/1/29 | $69,903 | $74,918 |
| METLIFE INC NT V/R 12/15/22 | $59,521 | $62,703 |
| MICROSOFT CORP NT 2.375% 5/1/23 | $54,815 | $57,085 |
| MITSUBISHI FIN NT 3.455% 3/2/23 | $70,000 | $73,800 |
| NEVADA POWER NT 6.75% 7/1/37 | $73,453 | $77,033 |
| NORTHERN TR CORP NT 3.375% 8/23/21 | $69,694 | $70,837 |
| ORACLE CORP NT 2.5% 10/15/22 | $60,577 | $61,960 |
| PEPSICO INC NT 3.5% 7/17/25 | $60,644 | $65,713 |
| PFIZER INC NT 2.95% 3/15/24 | $69,251 | $69,813 |
| PIMCO EMRG MARKETS BOND-INS | $207,500 | $198,604 |
| PNC BANK NA NT 2.7% 11/1/22 | $57,428 | $62,050 |
| PROG ENER CAR NT 3% 9/15/21 | $74,871 | $75,392 |
| PUB SVC ELEC & GAS NT 5.5% 3/1/40 | $44,784 | $59,491 |
| SHELL INTL NT 4% 5/10/46 | $58,919 | $66,572 |
| SSM HEALTH CARE NT 3.823% 6/1/27 | $55,000 | $61,879 |
| STATE STREET NT V/R 11/1/25 | $70,000 | $73,611 |
| STRYKER CORP NT 3.375% 5/15/24 | $54,518 | $59,233 |
| TOSCO CORP NT 8.125% 2/15/30 | $45,457 | $49,626 |
| TOTAL CAP CANADA NT 2.75% 7/15/23 | $68,429 | $68,460 |
| TRANS-CANADA PL NT 7.25% 8/15/38 | $51,288 | $57,539 |
| UNION PACIFIC RR NT 2.695% 5/12/27 | $49,700 | $52,574 |
| US BANCORP NT 2.95% 7/15/22 | $57,411 | $61,938 |
| VANGUARD HIGH YIELD CORPORATE FUND | $133,278 | $141,066 |
| VANGUARD INTM TERM INV G-ADM | $422,713 | $435,364 |
| VISA INC NT 3.15% 12/14/25 | $63,235 | $70,860 |
| WELLS FARGO & CO NT V/R 10/30/30 | $70,000 | $72,059 |
| WEST MASS ELEC NT 3.5% 9/15/21 | $62,023 | $60,343 |
| WI PUBLIC SERV NT 3.3% 9/1/49 | $69,920 | $70,598 |
| WW GRAINGER NT 3.75% 5/15/46 | $44,695 | $46,902 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $36,360 | $51,531 |
| AGILENT TECHNOLOGIES INC | $30,732 | $54,035 |
| ALPHABET INC CL A | $60,336 | $195,939 |
| AMAZON COM INC | $108,413 | $293,938 |
| AMEDISYS INC | $46,299 | $42,366 |
| AMGEN INC | $29,107 | $52,250 |
| AMPHENOL CORP CL-A | $28,812 | $53,766 |
| ANSYS INC | $30,921 | $52,632 |
| APPLE INC | $119,524 | $453,787 |
| AUTODESK INC | $53,481 | $54,044 |
| BALL CORP | $45,049 | $44,489 |
| BROADRIDGE FINANCIAL SOL | $30,984 | $45,165 |
| CADENCE DESIGN SYSTEMS INC | $29,935 | $56,166 |
| CERNER CORP | $44,462 | $44,206 |
| CITRIX SYS INC | $34,460 | $44,915 |
| COGNEX CORP | $32,370 | $46,474 |
| COPART INC | $50,343 | $43,987 |
| DOLLAR GENERAL CORP | $33,717 | $54,707 |
| EBAY INC | $45,333 | $53,585 |
| ELECTRONIC ARTS | $44,908 | $45,349 |
| ENTEGRIS INC | $29,146 | $46,956 |
| FACEBOOK INC-A | $62,162 | $141,374 |
| FIDELITY MID CAP VAL INDX | $175,000 | $205,118 |
| FISERV INC | $19,883 | $51,187 |
| HENRY JACK & ASSOC INC | $33,089 | $44,757 |
| HOME DEPOT INC | $18,287 | $54,945 |
| ILLINOIS TOOL WORKS INC | $20,669 | $53,165 |
| INTERCONTINENTAL EXCHANGE INC | $30,600 | $51,931 |
| JOHNSON AND JOHNSON | $36,079 | $53,414 |
| LAUDER ESTEE COS INC CL A | $12,460 | $52,353 |
| MASTERCARD INCORPORATED CLASS A | $20,884 | $65,869 |
| MCDONALDS CORP | $33,882 | $51,552 |
| METTLER-TOLEDO INTL INC | $15,962 | $40,449 |
| MICROSOFT CORP | $143,368 | $412,598 |
| NETFLIX.COM INC | $48,182 | $52,166 |
| NIKE INC CLASS B | $33,092 | $50,498 |
| NVIDIA CORP | $44,988 | $66,741 |
| PALO ALTO NETWORKS INC | $35,836 | $51,530 |
| PAYPAL HOLDINGS INC | $24,247 | $52,211 |
| PEPSICO INC | $38,277 | $53,751 |
| PROOFPOINT INC | $36,680 | $42,769 |
| PUBLIC STORAGE | $38,933 | $54,287 |
| ROCKWELL AUTOMATION INC | $33,157 | $45,125 |
| ROLLINS INCORPORATED | $29,278 | $44,505 |
| ROPER INDS INC | $31,991 | $52,434 |
| RPM INC OHIO | $23,078 | $45,925 |
| SERVICENOW INC | $53,406 | $55,012 |
| SHERWIN WILLIAMS CO | $20,737 | $51,661 |
| STARBUCKS CORP | $28,368 | $53,542 |
| STRYKER CORP | $21,524 | $53,588 |
| T ROWE PRICE GROUP INC | $22,436 | $52,338 |
| TAKE-TWO INTERACTIVE SOFTWARE | $45,037 | $45,059 |
| TESLA MOTORS INC | $73,181 | $103,529 |
| TEXAS INSTRUMENTS INC | $30,509 | $54,807 |
| THERMO FISHER CORP | $16,638 | $50,202 |
| UNION PACIFIC CORP | $43,303 | $56,205 |
| UNITEDHEALTH GROUP INC | $25,086 | $52,090 |
| VERISIGN INC | $33,703 | $44,721 |
| VISA INC CLASS A SHARES | $30,848 | $78,340 |
| WASTE MGMT INC DEL | $25,147 | $54,834 |
| ZOETIS INC | $42,420 | $52,756 |
| ZYNGA INC | $28,144 | $44,924 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,194,836 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,229,582 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,917,636 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,979,734 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN MID CAP FUND-INS | AT COST | $838,500 | $936,060 |
| CAUSEWAY EMERGING MARKETS-IS | AT COST | $500,000 | $652,479 |
| CLEARBRIDGE SMALL CAP GR IS | AT COST | $449,989 | $982,109 |
| COMMERCE MIDCAP GROWTH FUND | AT COST | $889,113 | $1,394,444 |
| COMMERCE VALUE FUND INSTITUTIONAL | AT COST | $2,169,263 | $2,921,290 |
| DFA INTL SMALL CO PORTFOLIO | AT COST | $787,859 | $1,017,360 |
| DFA US LARGE CAP VALUE PORTFOLIO | AT COST | $1,925,475 | $2,343,493 |
| DFA US TARGETED VALUE PORTFOLIO | AT COST | $996,024 | $1,284,606 |
| DODGE & COX INTERNATIONAL STOCK FUND | AT COST | $55,632 | $78,461 |
| HARTFORD MIDCAP FUND-F | AT COST | $621,472 | $908,080 |
| HARTFORD SMALL CAP GRWTH-F | AT COST | $105,009 | $106,332 |
| INVESCO DEVELOPING MKTS-R6 | AT COST | $214,036 | $309,619 |
| ISHARES RUSSELL 1000 GROWTH ETF | AT COST | $32,054 | $48,608 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | AT COST | $298,008 | $618,484 |
| ISHARES RUSSELL MIDCAP VALUE ETF | AT COST | $1,567,162 | $3,097,562 |
| LAZARD EMERGING MARKETS EQUITY PORT | AT COST | $568,338 | $650,441 |
| MFS RESEARCH INTERNAT R6 | AT COST | $1,358,641 | $1,982,631 |
| PRINCIPAL GL MULT STRAT-R6 | AT COST | $895,000 | $997,074 |
| T ROWE PR GROWTH STOCK-I | AT COST | $1,824,967 | $2,865,789 |
| T ROWE PR NEW HORIZONS-I | AT COST | $344,423 | $688,447 |
| T ROWE PR OVERSEAS STOCK-I | AT COST | $975,000 | $1,127,040 |
| TIAA-CREF L/C GROW INDX-INST | AT COST | $783,509 | $1,827,750 |
| TIAA-CREF L/C VAL INDX-INST | AT COST | $1,744,775 | $2,322,369 |
| VANGUARD FTSE DEVELOPED MARKETS | AT COST | $186,197 | $260,283 |
| AMERIPRISE FINL NT 3.7% 10/15/24 | AT COST | $64,559 | $71,227 |
| FFCB NT 0.95% 4/1/25 | AT COST | $40,910 | $40,410 |
| FFCB NT 4.875% 12/21/26 | AT COST | $89,087 | $90,716 |
| FFCB NT 5.19% 4/22/21 | AT COST | $181,494 | $180,544 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART - TWO THOMAS HART BENTON | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $5,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REDUCTION IN FEES ALLOCATED TO TEI | $0 | -$443 | $0 |
| POSTAGE | $137 | $0 | $137 |
| DUES & SUBSCRIPTIONS | $228 | $0 | $228 |
| OFFICE SUPPLIES | $50 | $0 | $50 |
| ART APPRAISAL | $100 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $3 |
| ADJUSTMENT OF CV | $60 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ESTIMATES | CategoryTxt |
| Amt | $21,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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