OPPENSTEIN BROTHERS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OPPENSTEIN BROTHERS FOUNDATION (EIN 43-6203035)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-08-04
- IRS object ID
- 202012179349101121
- Schema version
- 2019v5.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-04T21:39:30-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | 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 | 2020-08-03 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.167.75.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-03 | IPDt |
| IP Tm | 14:51:55 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 99AA30FF6B9BC208FFEDF4B43E12B8853DB1C218 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8D6A7C606ACA3927FEE48108FAD3DDCF839E700 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,542,681 | 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 | $846,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $843,494 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $785,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,136,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $785,721 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,632,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,629,215 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $333,280 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $164,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $168,981 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,304 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$479 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $151 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $351,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $169,132 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,326,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,738,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,678,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,907,882 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,046,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,465,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $285,428 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $808,919 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $808,919 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,079,602 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,872,889 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,143,460 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,641,770 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,046,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,875,798 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,027,012 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,189,452 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,255,211 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,951,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,610,530 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,454,293 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,985,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,528,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,542,681 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $1,588,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,588,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $32,985,618 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,940,088 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,985,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,940,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,985,618 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,528,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,985,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,046,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $537 | OtherIncreasesAmt |
| Subtotal | $30,940,089 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,940,088 | 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 | $5,136,209 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,350,488 | CostOrOtherBasisAmt |
| Gain Or Loss | $785,721 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $785,721 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $785,721 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,827,359 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,898,150 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049524 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,706,472 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,463,102 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045551 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,706,290 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,700,788 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,744,914 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,995,696 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049861 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,789,988 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,951,941 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048441 | DistributionYr5Rt |
| Total Distribution | 0.242549 | TotalDistributionRt |
| Average Distribution | 0.048510 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,234,573 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,806,249 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,654 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,820,903 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,907,882 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $14,654 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,654 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,190 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,190 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,536 | OverpaymentAmt |
| Applied To ES Tax | $1,536 | 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 | $164,300 | $0 | $0 |
| COMMERCE BANK NA CHARITY OFFICE | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | CORP. TRUSTEE | 40.00 | $150,725 | $0 | $0 |
| COMMERCE BANK NA CHARITY MGMT | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | CORP. TRUSTEE | 5.00 | $18,256 | $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 | $37,088,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $708,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,801,597 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,801,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $567,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,234,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,861,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,861,729 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,654 | TotalTaxAmt |
| Distributable Before Adj | $1,847,075 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,847,075 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,847,075 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,907,882 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,907,882 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,654 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,893,228 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,847,075 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,715,084 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,907,882 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,715,084 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $192,798 | 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 | $1,654,277 | 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 (113 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 | THERAPEUTIC PRESCHOOL CLINICAL THERAPY PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $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. | $20,000 |
| ALPHAPOINTE | |||||||
| 7501 PROSPECT AVE | KANSAS CITY | MO | 64132 | NONE | PC | REHABILITATION TRAINING FOR THOSE WITH VISION LOSS TO SECURE EMPLOYMENT | $10,000 |
| AMETHYST PLACE INC | |||||||
| 2735-A TROOST | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORTIVE HOUSING PROGRAM | $12,500 |
| ARTISTS HELPING THE HOMELESS | |||||||
| 11412 KNOX ST | OVERLAND PARK | KS | 66210 | NONE | PC | BE THE CHANGE PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $8,000 |
| ASSISTANCE LEAGUE OF KANSAS CITY | |||||||
| 6101 N CHESTNUT | GLADSTONE | MO | 64119 | NONE | PC | OPERATION SCHOOL BELL/OPERATION CHILD IN NEED AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $6,000 |
| AVENUE OF LIFE INC | |||||||
| PO BOX 34495 | KANSAS CITY | MO | 64116 | NONE | PC | IMPACT KCK PROGRAM EXPANSION AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $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 |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | SCOUTREACH | $20,000 |
| BOYS CLUB OF GREATER KANSAS CITY | |||||||
| 4001 BLUE PARKWAY STE 102 | KANSAS CITY | MO | 64130 | NONE | PC | PROJECT LEARN AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $30,000 |
| CAMPS FOR KIDS | |||||||
| 5913 WOODSON RD STE 211 | MISSION | KS | 66202 | NONE | PC | CAMPS FOR KIDS CAMPAIGN 2019 | $5,000 |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS INC | |||||||
| 9720 W 87TH ST | OVERLAND PARK | KS | 66212 | NONE | PC | SHALOM HOUSE OPERATIONS AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $10,000 |
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||
| 503 E 23RD ST | INDEPENDENCE | MO | 640551502 | NONE | PC | FAMILY SUPPORT SERVICES PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $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 PRESCHOOL STUDENTS AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $20,000 |
| THE CHILDRENS PLACE INC | |||||||
| 2 E 59TH ST | KANSAS CITY | MO | 64113 | NONE | PC | DAY TREATMENT SERVICES PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $25,000 |
| CITY YEAR INC | |||||||
| 415 DELAWARE ST 3RD FL | KANSAS CITY | MO | 64105 | NONE | PC | WHOLE SCHOOL, WHOLE CHILD | $25,000 |
| COMMUNITY LINC | |||||||
| PO BOX 32697 | KANSAS CITY | MO | 64171 | NONE | PC | SUPPORT FOR THE AGENCY'S HOUSING PROGRAMS AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $20,000 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | BRIDGES TO CAREER OPPORTUNITIES AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| CORNERSTONES OF CARE | |||||||
| 300 E 36TH ST | KANSAS CITY | MO | 64111 | NONE | PC | TRAUMA-INFORMED COMMUNITY-BASED SERVICES FOR CHILDREN AND THEIR FAMILIES AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $30,000 |
| COTERIE INC | |||||||
| 2450 GRAND BLVD STE 144 | KANSAS CITY | MO | 641082520 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $10,000 |
| CRISTO REY KANSAS CITY HIGH SCHOOL | |||||||
| 211 W LINWOOD | 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 AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 |
| CROSSROADS CHARTER SCHOOLS | |||||||
| 1011 CENTRAL ST | KANSAS CITY | MO | 641051619 | NONE | PC | 2019 STUDENT-CENTERED RENOVATION | $25,000 |
| 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 CENTER PROGRAM | $15,000 |
| DONNELLY COLLEGE | |||||||
| 608 N 18TH ST | KANSAS CITY | KS | 66102 | NONE | PC | COLLEGE COUNSELING CENTER PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| EL CENTRO INC | |||||||
| 650 MINNESOTA AVE | KANSAS CITY | KS | 66101 | NONE | PC | ACADEMY FOR CHILDREN PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 |
| THE FAMILY CONSERVANCY | |||||||
| 444 MINNESOTA AVE STE 200 | KANSAS CITY | KS | 66101 | NONE | PC | STUDENT ASSISTANCE PROGRAM | $12,000 |
| FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY | |||||||
| 9091 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL PROGRAM SUPPORT AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $10,000 |
| 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 |
| FOSTER ADOPT CONNECT INC | |||||||
| 18600 E 37TH TERR S | INDEPENDENCE | MO | 64057 | NONE | PC | FOSTER PARENT LICENSING AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $20,000 |
| GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC | |||||||
| 8383 BLUE PKWY DR | KANSAS CITY | MO | 64133 | NONE | PC | GIRL SCOUT OUTREACH PROGRAM | $15,000 |
| EPEC INC DBA THE GROOMING PROJECT | |||||||
| 5829 TROOST AVE STE B | KANSAS CITY | MO | 641103143 | NONE | PC | THE GROOMING PROJECT | $10,000 |
| GUADALUPE CENTER INC | |||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | GUADALUPE CENTERS 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. | $12,500 |
| 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 |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAI | |||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | TRU EDUCATION | $20,000 |
| HARVESTERS-THE COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | FEEDING CHILDREN INITIATIVE | $30,000 |
| HEALTH PARTNERSHIP CLINIC INC | |||||||
| 407 S CLAIRBORNE RD STE 104 | OLATHE | KS | 66062 | NONE | PC | SCHOOL-BASED DENTAL SERVICES AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 |
| THE HEART OF AMERICA SHAKESPEARE FESTIVAL | |||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | EDUCATION PROGRAMS | $6,500 |
| 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 | $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 | SUPPORT FOR OLDER ADULT SERVICES PROGRAMMING AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY | |||||||
| 4600 PASEO BLVD | KANSAS CITY | MO | 64110 | NONE | PC | PROJECT SOAR: STRENGTHENING OPPORTUNITIES FOR ADOLESCENT REFUGEES AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| JOHNSON COUNTY INTERFAITH HOSPITALITY NETWORK INC | |||||||
| 6315 W 110TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | HOMELESSNESS INTERVENTION PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $5,000 |
| JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY | |||||||
| 4001 BLUE PKWY STE 210 | KANSAS CITY | MO | 64130 | NONE | PC | MAKING SENSE OUT OF CENTS PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $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 | 641111874 | NONE | PC | NEEDS-BASED SCHOLARSHIPS FOR THE SCHOOL OF CONTINUING EDUCATION PROGRAMS | $30,000 |
| KANSAS CITY BALLET ASSOCIATION | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 641082430 | NONE | PC | REACH OUT AND DANCE (ROAD) | $15,000 |
| 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 REPERTORY THEATRE INC | |||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 641102030 | NONE | PC | 2019/2020 EDUCATION PROGRAMS | $7,500 |
| KANSAS CITY RESCUE MISSION | |||||||
| 1520 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | SALARY SUPPORT FOR LEADERSHIP TRANSITION | $15,000 |
| 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 AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $35,000 |
| KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC | |||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | ARTS PARTNERS PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $25,000 |
| KEMPER MUSEUM OF CONTEMPORARY ART MILESTONE FUND | |||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 641111821 | NONE | PC | TRANSPORTATION COST REIMBURSEMENT PROGRAM | $5,000 |
| KIDSTLC INC | |||||||
| 480 S ROGERS RD | OLATHE | KS | 660621706 | NONE | PC | PARACHUTE OF HOPE FUND | $20,000 |
| THE LAUNCHCODE FOUNDATION | |||||||
| 4811 DELMAR BLVD | ST LOUIS | MO | 63108 | NONE | PC | KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM | $5,000 |
| 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 |
| LITERACY KANSAS CITY | |||||||
| 3036 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | TICKET TO READ AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| MATTIE RHODES CENTER | |||||||
| 148 N TOPPING AVE | KANSAS CITY | MO | 64123 | NONE | PC | LATINO FAMILY DOMESTIC VIOLENCE PREVENTION PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| METROPOLITAN LUTHERAN MINISTRY | |||||||
| 3031 HOLMES ST | KANSAS CITY | MO | 641091435 | NONE | PC | IMPACT MISSOURI PROGRAM | $30,000 |
| MINDDRIVE INCORPORATED | |||||||
| 2615 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | STEM EDUCATIONAL PROGRAMS AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $10,000 |
| METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA | |||||||
| 3100 BROADWAY STE 400 | KANSAS CITY | MO | 641112591 | NONE | PC | SEXUAL VIOLENCE PREVENTION EDUCATION AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $20,000 |
| MUSIC-ARTS INSTITUTE | |||||||
| 1010 S PEARL ST | INDEPENDENCE | MO | 64050 | NONE | PC | SCHOLARSHIPS | $10,000 |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | SUBSIDIZED SCHOOL PROGRAM | $10,000 |
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | TITLE I SCHOOL PROGRAMS | $30,000 |
| NEWHOUSE INC | |||||||
| 660 BROOKLYN PO BOX 240019 | KANSAS CITY | MO | 641240019 | 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 AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $10,000 |
| NORTHLAND ASSISTANCE CENTER | |||||||
| 2018 GENTRY ST | NORTH KANSAS CITY | MO | 64116 | NONE | PC | EMERGENCY ASSISTANCE PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $8,000 |
| NORTHLAND EARLY EDUCATION CENTER | |||||||
| 8630 N OAK TRFY | KANSAS CITY | MO | 64155 | NONE | PC | EARLY INTERVENTION SERVICES PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 |
| NORTHLAND SHEPHERD'S CENTER | |||||||
| 4805 NE ANTIOCH RD STE 9 | KANSAS CITY | MO | 64119 | NONE | PC | RESPITE CARE AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $8,000 |
| NOURISHKC | |||||||
| PO BOX 412458 | KANSAS CITY | MO | 64041 | NONE | PC | FOOD RESCUE PROGRAM | $15,000 |
| NOURISHKC | |||||||
| PO BOX 412458 | KANSAS CITY | MO | 64041 | NONE | PC | FOOD RESCUE PROGRAM | $10,000 |
| OPERATION BREAKTHROUGH INC DBA NATIONAL WORLD WAR I MUSEUM | |||||||
| 3039 TROOST | KANSAS CITY | MO | 64109 | NONE | PC | SOCIAL SERVICES FOR HOMELESS/NEAR HOMELESS CHILDREN & FAMILIES AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $30,000 |
| PETS FOR LIFE INC | |||||||
| 7240 WORNALL RD | KANSAS CITY | MO | 64114 | NONE | PC | ANIMAL ASSISTED THERAPY FOR THE UNDERSERVED AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $4,000 |
| 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. | $7,500 |
| REBUILDING TOGETHER KANSAS CITY INC | |||||||
| 2050 PLUMBERS WY 150 | LIBERTY | MO | 64068 | NONE | PC | SAFE AT HOME PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $5,000 |
| RECONCILIATION SERVICES | |||||||
| 3101 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | THELMAS KITCHEN, DONATE-WHAT-YOU-CAN COMMUNITY CAFE | $7,500 |
| REDISCOVER | |||||||
| 1555 NE RICE RD | LEES SUMMIT | MO | 64086 | NONE | PC | YOU ARE ENOUGH SCHOOL-BASED THERAPEUTIC INTERVENTION PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| RESTART INC | |||||||
| 918 E 9TH ST | KANSAS CITY | MO | 64106 | NONE | PC | ADULT SHELTER PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $25,000 |
| RESTART INC | |||||||
| 918 E 9TH ST | KANSAS CITY | MO | 64106 | NONE | PC | ADULT EMERGENCY SHELTER PROGRAM | $6,250 |
| RIGHTFULLY SEWN | |||||||
| 1800 WYANDOTTE ST STE 204 | KANSAS CITY | MO | 64108 | NONE | PC | SEAMSTRESS TRAINING PROGRAM | $8,000 |
| RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC | |||||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | RONALD MCDONALD FAMILY ROOM | $15,000 |
| ROSE BROOKS CENTER INC | |||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | NONE | PC | EMERGENCY SHELTER PROGRAM | $20,000 |
| SAFEHOME INC | |||||||
| PO BOX 4563 | OVERLAND PARK | KS | 662040563 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 |
| 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 AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $25,000 |
| SHEPHERDS CENTER OF KANSAS CITY CENTRAL | |||||||
| 1111 W 39TH ST STE 200 | KANSAS CITY | MO | 64109 | 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 AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| SHERWOOD CENTER FOR THE EXCEPTIONAL CHILD | |||||||
| 8030 WARD PKWY PLAZA | KANSAS CITY | MO | 64114 | NONE | PC | CONSTRUCTION OF PERMANENT THERAPY ROOMS | $50,000 |
| START AT ZERO | |||||||
| 5508 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | FAMILY VISITING AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| SUNFLOWER HOUSE | |||||||
| 15440 W 65TH ST | SHAWNEE | KS | 66217 | NONE | PC | CHILD ABUSE PREVENTION EDUCATION PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| SYNERGY SERVICES INC | |||||||
| 400 E 6TH ST | PARKVILLE | MO | 641523703 | NONE | PC | STREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) | $10,000 |
| THEATRE FOR YOUNG AMERICA INC | |||||||
| 30 W PERSHING RD STE 800 | 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. | $5,000 |
| 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. | $10,000 |
| 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 |
| URBAN RANGER CORPS | |||||||
| 5908 SWOPE PKWY | KANSAS CITY | MO | 64130 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $10,000 |
| TURNER HOUSE CLINIC INC DBA VIBRANT HEALTH | |||||||
| 21 N 12TH ST STE 300 | KANSAS CITY | KS | 66102 | NONE | PC | NORTHEAST CLINIC START-UP IN KANSAS CITY, KS | $15,000 |
| THE WHOLE PERSON INC | |||||||
| 3710 MAIN ST | KANSAS CITY | MO | 641111913 | NONE | PC | THE WHOLE FAMILY PROJECT | $5,000 |
| WILDWOOD OUTDOOR EDUCATION CENTER INC | |||||||
| 7095 W 399TH ST | LACYGNE | KS | 66040 | NONE | PC | SLEEP AWAY SUMMER CAMP | $8,500 |
| WOMENS EMPLOYMENT NETWORK | |||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | WEN SIGNATURE PROGRAMMING AND SERVICES AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $12,000 |
| WONDERSCOPE INC | |||||||
| 5700 KING ST | SHAWNEE | KS | 66203 | NONE | PC | WONDER FUND | $7,500 |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY | |||||||
| 3100 BROADWAY STE 1020 | KANSAS CITY | MO | 641112413 | NONE | PC | YOUTH DEVELOPMENT PROGRAMMING AT THE 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 SUITE A128 | KANSAS CITY | MO | 64108 | NONE | PC | ORCHESTRAL EDUCATION PROGRAM | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,738,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (61 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 | THERAPEUTIC PRESCHOOL CLINICAL THERAPY PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $30,000 |
| AMETHYST PLACE INC | |||||||
| 2735-A TROOST | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORTIVE HOUSING PROGRAM | $25,000 |
| ASSISTANCE LEAGUE OF KANSAS CITY | |||||||
| 6101 N CHESTNUT | GLADSTONE | MO | 64119 | NONE | PC | OPERATION SCHOOL BELL/OPERATION CHILD IN NEED AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $6,000 |
| BIKE WALK KC | |||||||
| 1106 E 30TH ST STE G | KANSAS CITY | MO | 64109 | NONE | PC | BICYCLE HELMET SAFETY EDUCATION FOR YOUTH & ADULTS | $3,000 |
| CASA OF JOHNSON & WYANDOTTE COUNTIES | |||||||
| 6950 SQUIBB RD STE 300 | MISSION | KS | 66202 | NONE | PC | CHILD ADVOCACY PROGRAM | $15,000 |
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||
| 503 E 23RD ST | INDEPENDENCE | MO | 640551502 | NONE | PC | FAMILY SUPPORT SERVICES PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $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 PRESCHOOL STUDENTS AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $20,000 |
| THE CHILDRENS PLACE INC | |||||||
| 2 E 59TH ST | KANSAS CITY | MO | 64113 | NONE | PC | DAY TREATMENT SERVICES PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $50,000 |
| CITY YEAR INC | |||||||
| 415 DELAWARE ST 3RD FL | KANSAS CITY | MO | 64105 | NONE | PC | WHOLE SCHOOL, WHOLE CHILD | $20,000 |
| COMMUNITY LINC | |||||||
| PO BOX 32697 | KANSAS CITY | MO | 64171 | NONE | PC | SUPPORT FOR THE AGENCY'S HOUSING PROGRAMS AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $20,000 |
| COTERIE INC | |||||||
| 2450 GRAND BLVD STE 144 | KANSAS CITY | MO | 641082520 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $10,000 |
| CRISTO REY KANSAS CITY HIGH SCHOOL | |||||||
| 211 W LINWOOD | 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 |
| CULTIVATE KANSAS CITY INC | |||||||
| 300 E 39TH ST 4B | KANSAS CITY | MO | 64111 | NONE | PC | JUNIPER GARDENS TRAINING FARM | $30,000 |
| DON BOSCO COMMUNITY CENTER | |||||||
| 580 CAMPBELL ST | KANSAS CITY | MO | 64106 | NONE | PC | SENIOR CENTER PROGRAM | $15,000 |
| EL CENTRO INC | |||||||
| 650 MINNESOTA AVE | KANSAS CITY | KS | 66101 | NONE | PC | ACADEMY FOR CHILDREN PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 |
| THE FAMILY CONSERVANCY | |||||||
| 444 MINNESOTA AVE STE 200 | KANSAS CITY | KS | 66101 | NONE | PC | STUDENT ASSISTANCE PROGRAM | $12,000 |
| 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 |
| GUADALUPE CENTER INC | |||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | GUADALUPE CENTERS AFTER SCHOOL PROGRAM | $40,000 |
| 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 | $20,000 |
| HARVESTERS-THE COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | FEEDING CHILDREN INITIATIVE | $30,000 |
| HOPE HOUSE INC | |||||||
| PO BOX 577 | LEES SUMMIT | MO | 640630577 | NONE | PC | CHILDRENS SERVICES PROGRAM | $50,000 |
| 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 FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH ST | 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 | PROJECT SOAR: STRENGTHENING OPPORTUNITIES FOR ADOLESCENT REFUGEES AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| JOURNEY TO NEW LIFE | |||||||
| 3120 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. | $10,000 |
| JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY | |||||||
| 4001 BLUE PKWY STE 210 | KANSAS CITY | MO | 64130 | NONE | PC | MAKING SENSE OUT OF CENTS PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 |
| KANSAS CHILDREN'S SERVICE LEAGUE HEALTHY FAMILIES FUND | |||||||
| 6025 METCALF LN STE 300 | OVERLAND PARK | KS | 66202 | NONE | PC | JOHNSON COUNTY HEALTHY FAMILIES PROGRAM | $30,000 |
| KANSAS CITY BALLET ASSOCIATION | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 641082430 | NONE | PC | REACH OUT AND DANCE (ROAD) | $30,000 |
| 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 | $50,000 |
| KANSAS CITY TEACHER RESIDENCY INC | |||||||
| 415 DELAWARE ST STE 2W | KANSAS CITY | MO | 64105 | NONE | PC | TEACHER RESIDENCY PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $35,000 |
| 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. | $16,000 |
| 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 AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $40,000 |
| MUSIC-ARTS INSTITUTE | |||||||
| 1010 S PEARL ST | INDEPENDENCE | MO | 64050 | NONE | PC | SCHOLARSHIPS | $20,000 |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | SUBSIDIZED SCHOOL PROGRAM | $20,000 |
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | TITLE I SCHOOL PROGRAMS | $30,000 |
| NEWHOUSE INC | |||||||
| 660 BROOKLYN PO BOX 240019 | KANSAS CITY | MO | 641240019 | 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 AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $10,000 |
| NORTHLAND ASSISTANCE CENTER | |||||||
| 2018 GENTRY ST | NORTH KANSAS CITY | MO | 64116 | NONE | PC | EMERGENCY ASSISTANCE PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $16,000 |
| NORTHLAND EARLY EDUCATION CENTER | |||||||
| 8630 N OAK TRFY | KANSAS CITY | MO | 64155 | NONE | PC | EARLY INTERVENTION SERVICES PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 |
| NORTHLAND SHEPHERD'S CENTER | |||||||
| 4805 NE ANTIOCH RD STE 9 | KANSAS CITY | MO | 64119 | NONE | PC | RESPITE CARE AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $8,000 |
| NOURISHKC | |||||||
| PO BOX 412458 | KANSAS CITY | MO | 64041 | NONE | PC | FOOD RESCUE PROGRAM | $45,000 |
| PETS FOR LIFE INC | |||||||
| 7240 WORNALL RD | KANSAS CITY | MO | 64114 | NONE | PC | ANIMAL ASSISTED THERAPY FOR THE UNDERSERVED AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $4,000 |
| RIGHTFULLY SEWN | |||||||
| 1800 WYANDOTTE ST STE 204 | KANSAS CITY | MO | 64108 | NONE | PC | SEAMSTRESS TRAINING PROGRAM | $8,000 |
| ROSE BROOKS CENTER INC | |||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | NONE | PC | EMERGENCY SHELTER PROGRAM | $20,000 |
| SAFEHOME INC | |||||||
| PO BOX 4563 | OVERLAND PARK | KS | 662040563 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 |
| 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. | $36,000 |
| SETON CENTER INC | |||||||
| 2816 E 23RD ST | KANSAS CITY | MO | 64127 | NONE | PC | ADOPT-A-SCHOOL DENTAL SERVICES AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $25,000 |
| SHEFFIELD PLACE | |||||||
| 6604 E 12TH ST | KANSAS CITY | MO | 64126 | NONE | PC | A PLACE TO GROW: THE CAMPAIGN FOR SHEFFIELD PLACE | $20,000 |
| SHEPHERDS CENTER OF KANSAS CITY CENTRAL | |||||||
| 1111 W 39TH ST STE 200 | KANSAS CITY | MO | 64109 | 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 AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| SUNFLOWER HOUSE | |||||||
| 15440 W 65TH ST | SHAWNEE | KS | 66217 | NONE | PC | CHILD ABUSE PREVENTION EDUCATION PROGRAM AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| SYNERGY SERVICES INC | |||||||
| 400 E 6TH ST | PARKVILLE | MO | 641523703 | NONE | PC | STREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) | $10,000 |
| VILLAGE SHALOM | |||||||
| 5500 W 123RD ST | OVERLAND PARK | KS | 66209 | NONE | PC | FINANCIAL ASSISTANCE FUND PROGRAM SUPPORT | $30,000 |
| WILDWOOD OUTDOOR EDUCATION CENTER INC | |||||||
| 7095 W 399TH ST | LACYGNE | KS | 66040 | NONE | PC | SLEEP AWAY SUMMER CAMP | $17,000 |
| WOMENS EMPLOYMENT NETWORK | |||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | WEN SIGNATURE PROGRAMMING AND SERVICES AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $12,000 |
| YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC | |||||||
| 1111 W 39TH ST SUITE A128 | KANSAS CITY | MO | 64108 | NONE | PC | ORCHESTRAL EDUCATION PROGRAM | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,588,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $846,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $785,721 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,632,419 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,632,419 | 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 (68 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY NT 2.875% 10/15/27 | $69,570 | $74,379 |
| ABBOTT LABS NT 6.15% 11/30/37 | $49,800 | $71,824 |
| AFLAC INC NT 3.625% 6/15/23 | $73,928 | $69,872 |
| APPLE INC NT 2.4% 5/3/23 | $54,927 | $57,340 |
| APPLIED MATERIALS NT 3.9% 10/1/25 | $73,586 | $73,753 |
| BAIRD AGGREGATE BOND FUND IS | $250,355 | $268,899 |
| BANK OF AMERICA NT V/R 2/7/30 | $65,000 | $70,065 |
| BAPTIST HLTH FL NT 4.342% 11/15/41 | $50,400 | $56,544 |
| BK OF NY MELLON NT 3.65% 2/4/24 | $59,781 | $63,229 |
| BLACKROCK HIGH YIELD PORTFOLIO - K | $129,572 | $120,572 |
| BLACKROCK INC NT 3.375% 6/1/22 | $62,285 | $61,934 |
| BP CAP MARKETS NT 4.234% 11/6/28 | $65,000 | $70,063 |
| BRANCH BANKING & TR NT 2.85% 4/1/21 | $65,978 | $65,176 |
| BURLINGTON NORTH NT 3.9% 8/1/46 | $64,479 | $71,553 |
| CABMT 2015-2 CL A1 2.25% 7/17/23 | $59,976 | $59,700 |
| CANADIAN NATL RR NT 2.85% 12/15/21 | $60,561 | $58,895 |
| CHARLES SCHWAB CORP NT 2.65% 1/25/23 | $69,888 | $71,014 |
| CHEVRON CORP NT 3.191% 6/24/23 | $75,737 | $78,401 |
| COCA-COLA CO NT 3.3% 9/1/21 | $52,077 | $51,197 |
| COHEN & STEERS PR SEC & INC-F | $208,000 | $180,143 |
| DODGE & COX INCOME FD | $592,000 | $597,116 |
| ENTERGY MISSISSIPPI NT 3.1% 7/1/23 | $59,167 | $55,539 |
| EXXON MOBIL CORP NT 2.222% 3/1/21 | $76,319 | $75,488 |
| FIDELITY NEW MRKTS INC-Z | $125,623 | $101,509 |
| FL POWER & LIGHT NT 3.8% 12/15/42 | $49,752 | $55,654 |
| FRANKLIN RES INC NT 2.8% 9/15/22 | $52,929 | $54,034 |
| GEN ELEC CAP CORP NT 4.375% 9/16/20 | $49,609 | $50,029 |
| GEORGIA PWR NT 2.4% 4/1/21 | $49,822 | $50,166 |
| GONZAGA UNIV NT 4.158% 4/1/46 | $35,000 | $36,825 |
| HARTFORD FLOATING RATE-F | $90,950 | $78,695 |
| HONEYWELL INTL NT 2.5% 11/1/26 | $70,825 | $76,063 |
| JPMORGAN CHASE NT V/R 1/23/29 | $65,000 | $66,919 |
| LLOYDS BK PLC NT 6.375% 1/21/21 | $60,353 | $51,468 |
| LOUISVILLE GAS NT 4.65% 11/15/43 | $67,897 | $72,275 |
| MASTERCARD INC NT 2.95% 6/1/29 | $69,903 | $74,505 |
| METLIFE INC NT V/R 12/15/22 | $59,521 | $60,466 |
| MICROSOFT CORP NT 2.375% 5/1/23 | $54,815 | $57,215 |
| MITSUBISHI FIN NT 3.455% 3/2/23 | $70,000 | $71,806 |
| MSBAM 2015-C20 CL A2 2.79% 2/15/48 | $28,333 | $27,471 |
| NEVADA POWER NT 6.75% 7/1/37 | $73,453 | $72,518 |
| NORTHERN TR CORP NT 3.375% 8/23/21 | $69,694 | $71,475 |
| ORACLE CORP NT 2.5% 10/15/22 | $60,577 | $61,217 |
| PEPSICO INC NT 3.5% 7/17/25 | $60,644 | $64,171 |
| PIMCO EMRG MARKETS BOND-INS | $93,843 | $91,709 |
| PNC BANK NA NT 2.7% 11/1/22 | $57,428 | $60,620 |
| PRECISION CAST NT 2.25% 6/15/20 | $59,994 | $59,938 |
| PROG ENER CAR NT 3% 9/15/21 | $74,871 | $76,205 |
| PUB SVC ELEC & GAS NT 5.5% 3/1/40 | $44,784 | $59,024 |
| QUALCOMM INC NT 3% 5/20/22 | $72,944 | $71,419 |
| SHELL INTL NT 4% 5/10/46 | $58,919 | $66,625 |
| SIMON PROPERTY GP LP NT 3.75% 2/1/24 | $59,627 | $59,993 |
| SSM HEALTH CARE NT 3.823% 6/1/27 | $55,000 | $57,088 |
| STATE STREET NT V/R 11/1/25 | $70,000 | $68,498 |
| STRYKER CORP NT 3.375% 5/15/24 | $54,518 | $57,477 |
| TOSCO CORP NT 8.125% 2/15/30 | $45,457 | $45,466 |
| TRANS-CANADA PL NT 7.25% 8/15/38 | $51,288 | $47,067 |
| UNION PACIFIC RR NT 2.695% 5/12/27 | $51,760 | $54,373 |
| US BANCORP NT 2.95% 7/15/22 | $57,411 | $60,644 |
| VANGUARD HIGH YIELD CORPORATE FUND | $133,278 | $125,551 |
| VANGUARD INTM TERM INV G-ADM | $1,006,030 | $1,022,765 |
| VISA INC NT 3.15% 12/14/25 | $63,235 | $70,795 |
| WALT DISNEY CO NT 2.55% 2/15/22 | $59,386 | $60,712 |
| WELLS FARGO & CO NT V/R 10/30/30 | $70,000 | $69,335 |
| WELLS FARGO CORE BOND R6 | $97,911 | $103,078 |
| WEST MASS ELEC NT 3.5% 9/15/21 | $62,023 | $59,914 |
| WFCM 2016-C33 CL A2 2.785% 3/15/59 | $22,044 | $21,408 |
| WI PUBLIC SERV NT 3.3% 9/1/49 | $69,920 | $67,900 |
| WW GRAINGER NT 3.75% 5/15/46 | $44,695 | $40,430 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $38,616 | $37,088 |
| AGILENT TECHNOLOGIES INC | $36,313 | $35,452 |
| ALPHABET INC CL A | $72,424 | $127,815 |
| AMAZON COM INC | $63,328 | $155,978 |
| AMETEK AEROSPACE PRODS INC | $16,256 | $25,567 |
| AMGEN INC | $19,480 | $34,464 |
| AMPHENOL CORP CL-A | $26,591 | $28,059 |
| ANSYS INC | $23,005 | $30,221 |
| APPLE INC | $89,597 | $225,047 |
| ARMSTRONG WORLD INDUSTRIES | $23,581 | $27,797 |
| AUTOMATIC DATA PROCESSING INC | $14,554 | $32,120 |
| BECTON DICKINSON & COMPANY | $20,565 | $35,614 |
| BROADRIDGE FINANCIAL SOL | $27,826 | $25,604 |
| CADENCE DESIGN SYSTEMS INC | $33,117 | $33,020 |
| CBOE GLOBAL MARKETS INC | $28,130 | $24,544 |
| CDK GLOBAL INC | $35,554 | $20,203 |
| CISCO SYSTEM INC | $47,589 | $33,414 |
| CITRIX SYS INC | $29,258 | $41,757 |
| COCA COLA | $22,652 | $32,524 |
| COMCAST CORPORATION CL-A | $40,031 | $31,630 |
| CROWN CASTLE INTERNATIONAL CORP | $26,414 | $42,598 |
| DOLLAR GENERAL CORP | $26,956 | $39,263 |
| ECOLAB INC | $26,696 | $33,503 |
| FACEBOOK INC-A | $58,397 | $77,562 |
| FIDELITY NATL INFO SVC | $20,793 | $35,884 |
| FISERV INC | $8,201 | $32,772 |
| FLEETCOR TECHNOLOGIES INC | $29,046 | $24,250 |
| FLIR SYSTEMS INC | $30,549 | $19,931 |
| HENRY JACK & ASSOC INC | $20,174 | $33,377 |
| HOME DEPOT INC | $17,865 | $34,541 |
| HONEYWELL INTL INC | $26,074 | $30,772 |
| ILLINOIS TOOL WORKS INC | $15,975 | $32,688 |
| INTERCONTINENTAL EXCHANGE INC | $27,055 | $34,723 |
| JOHNSON AND JOHNSON | $29,853 | $37,372 |
| LABORATORY CRP OF AMER HLDGS | $31,669 | $24,014 |
| LAUDER ESTEE COS INC CL A | $12,131 | $31,868 |
| LENNOX INTL INC | $13,813 | $23,633 |
| LOCKHEED MARTIN CORP | $9,230 | $33,895 |
| MARRIOTT INTL INC NEW CL A | $34,738 | $21,321 |
| MASTERCARD INCORPORATED CLASS A | $18,054 | $42,273 |
| MCDONALDS CORP | $29,223 | $34,724 |
| METTLER-TOLEDO INTL INC | $15,477 | $27,620 |
| MICROSOFT CORP | $89,051 | $231,834 |
| MIDDLEBY CORP | $34,293 | $16,780 |
| NIKE INC CLASS B | $35,422 | $35,165 |
| PALO ALTO NETWORKS INC | $31,256 | $24,594 |
| PAYCHEX INC | $18,505 | $29,572 |
| PAYPAL HOLDINGS INC | $43,487 | $36,381 |
| PEPSICO INC | $26,044 | $34,829 |
| PUBLIC STORAGE | $31,699 | $36,743 |
| ROCKWELL AUTOMATION INC | $28,393 | $24,900 |
| ROLLINS INCORPORATED | $30,148 | $34,225 |
| ROPER INDS INC | $23,657 | $35,858 |
| RPM INC OHIO | $20,518 | $28,263 |
| SERVICE CORP INTERNATIONAL | $19,096 | $29,724 |
| SHERWIN WILLIAMS CO | $19,413 | $32,166 |
| STARBUCKS CORP | $26,966 | $30,898 |
| STRYKER CORP | $16,834 | $32,466 |
| T ROWE PRICE GROUP INC | $25,980 | $33,201 |
| TEXAS INSTRUMENTS INC | $35,169 | $32,977 |
| THERMO FISHER CORP | $18,300 | $35,450 |
| UNION PACIFIC CORP | $38,652 | $33,144 |
| UNITEDHEALTH GROUP INC | $32,549 | $44,888 |
| VERISIGN INC | $23,531 | $31,516 |
| VISA INC CLASS A SHARES | $25,481 | $54,781 |
| WASTE MGMT INC DEL | $17,426 | $32,859 |
| YUM BRANDS INC | $32,835 | $27,412 |
| ZOETIS INC | $32,950 | $32,365 |
| ZYNGA INC | $31,793 | $36,305 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $878,537 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,050,363 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,994,352 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,093,097 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN MID CAP FUND-INS | AT COST | $410,000 | $325,854 |
| CAUSEWAY EMERGING MARKETS-IS | AT COST | $500,000 | $414,876 |
| CLEARBRIDGE SMALL CAP GR IS | AT COST | $449,989 | $531,428 |
| COMMERCE MIDCAP GROWTH FUND | AT COST | $889,113 | $913,429 |
| COMMERCE VALUE FUND INSTITUTIONAL | AT COST | $2,169,263 | $2,016,772 |
| DFA INTL SMALL CO PORTFOLIO | AT COST | $787,859 | $625,302 |
| DFA US LARGE CAP VALUE PORTFOLIO | AT COST | $1,925,475 | $1,436,476 |
| DFA US TARGETED VALUE PORTFOLIO | AT COST | $996,024 | $612,383 |
| DODGE & COX INTERNATIONAL STOCK FUND | AT COST | $55,632 | $50,766 |
| HARTFORD MIDCAP FUND-F | AT COST | $533,972 | $526,307 |
| HARTFORD SMALL CAP GRWTH-F | AT COST | $105,009 | $61,843 |
| INVESCO DEVELOPING MKTS-R6 | AT COST | $214,036 | $206,413 |
| ISHARES RUSSELL 1000 GROWTH ETF | AT COST | $32,054 | $30,130 |
| ISHARES RUSSELL 2000 VALUE ETF | AT COST | $302,390 | $271,601 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | AT COST | $176,335 | $272,362 |
| ISHARES RUSSELL MIDCAP VALUE ETF | AT COST | $1,445,350 | $1,710,883 |
| LAZARD EMERGING MARKETS EQUITY PORT | AT COST | $568,338 | $443,701 |
| MFS RESEARCH INTERNAT R6 | AT COST | $1,358,641 | $1,391,196 |
| PRINCIPAL GL MULT STRAT-R6 | AT COST | $895,000 | $861,070 |
| T ROWE PR GROWTH STOCK-I | AT COST | $1,824,967 | $1,805,090 |
| T ROWE PR NEW HORIZONS-I | AT COST | $344,423 | $443,417 |
| T ROWE PR OVERSEAS STOCK-I | AT COST | $975,000 | $744,288 |
| TIAA-CREF L/C GROW INDX-INST | AT COST | $783,509 | $1,146,198 |
| TIAA-CREF L/C VAL INDX-INST | AT COST | $1,744,775 | $1,523,351 |
| VANGUARD FTSE ALL WO X-US SC | AT COST | $478,462 | $414,334 |
| VANGUARD FTSE DEVELOPED MARKETS | AT COST | $186,197 | $176,702 |
| AMERIPRISE FINL NT 3.7% 10/15/24 | AT COST | $64,559 | $67,444 |
| FFCB NT 4.875% 12/21/26 | AT COST | $89,087 | $95,419 |
| FFCB NT 5.19% 4/22/21 | AT COST | $181,494 | $189,112 |
| TENN VY NT 6.15% 1/15/38 | AT COST | $46,563 | $62,752 |
| U S TREASURY INFL 2.125% 2/15/40 | AT COST | $77,014 | $83,394 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITHOGRAPHS | Desc |
| EOYFMV | $5,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINSTRATIVE EXPENSE | $151 | $0 | $151 |
| REDUCTION IN FEES ALLOCATED TO TEI | $0 | -$479 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT OF CV | Desc |
| Amt | $537 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ESTIMATES | CategoryTxt |
| Amt | $18,304 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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