HALL FAMILY FOUNDATION
Cite this
Plain text HALL FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/hall-family-foundation-446006291. Retrieved 2026-10-31.
APA furp.org. (n.d.). HALL FAMILY FOUNDATION [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 31, 2026, from https://furp.org/org/hall-family-foundation-446006291
MLA “HALL FAMILY FOUNDATION.” furp.org, tax years 2015–2024, https://furp.org/org/hall-family-foundation-446006291. Accessed 31 Oct. 2026.
Retrieved 2026-10-31; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $102.8M · expenses $49.9M · assets $1.09B
- EIN
- 44-6006291
- Address
- 2480 PERSHING RD STE 600, KANSAS CITY, MO 64108-3569
- Website
- WWW.HALLFAMILYFOUNDATION.ORG
- NTEE code
- T20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- January 2002 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Chinquapin Trust Company Institution | OFFICER | 2015-2024 | $836,660 | $7,277,294 | 2 |
Officers and directors, no compensation reported
26 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Richard C Green Jr | DIRECTOR | 2015-2024 | 1 | $0 reported | 6 |
| Sandra A J Lawrence | DIRECTOR | 2015-2024 | 1 | $0 reported | 3 |
| Donald J Hall Jr | CHAIRMAN | 2015-2024 | 1 | $0 reported | 4 |
| Mark Jorgenson | DIRECTOR | 2017-2024 | 1 | $0 reported | 9 |
| David E Hall | MEMBER | 2022-2024 | 1 | $0 reported | 4 |
| William S Berkley | DIRECTOR | 2015-2024 | 1 | $0 reported | 6 |
| Donald J Hall | CHAIRMAN EMERITUS | 2015-2024 | 1 | $0 reported | 2 |
| Mayra Aguirre | PRESIDENT | 2020-2024 | 40 | $0 reported | 1 |
| Corey Biggs | VICE PRESIDENT/TREASURER | 2020-2024 | 5 | $0 reported | 1 |
| Irvine O Hockaday | DIRECTOR | 2015-2024 | 1 | $0 reported | 1 |
| Joe Kauten | ASST SECRETARY / ASST TREASURER | 2022-2024 | 5 | $0 reported | 1 |
| Margaret H Pence | VICE CHAIRWOMAN | 2015-2024 | 1 | $0 reported | 1 |
| David A Warm | DIRECTOR | 2015-2024 | 1 | $0 reported | 1 |
| Peggy J Dunn | DIRECTOR | 2015-2024 | 1 | $0 reported | 1 |
| Jon Hile | SECRETARY | 2022-2024 | 40 | $0 reported | 1 |
| Brian E Gardner (former) | DIRECTOR | 2022-2023 | 1 | $0 reported | 1 |
| Margaret Silva (former) | DIRECTOR | 2022-2023 | 1 | $0 reported | 1 |
| Angela Smart (former) | VICE PRESIDENT | 2015-2021 | 40 | $0 reported | 1 |
| Angela Tower (former) | ASST TREASURER/ASST SECRET | 2015-2021 | 6 | $0 reported | 1 |
| William A Hall (former) | FORMER PRESIDENT | 2015-2020 | 34 | $0 reported | 2 |
| John A Macdonald (former) | FORMER VICE PRESIDENT | 2015-2020 | 6 | $0 reported | 1 |
| Morton I Sosland (former) | DIRECTOR | 2015-2020 | 1 | $0 reported | 2 |
| Robert A Kipp (former) | DIRECTOR | 2015-2017 | 1 | $0 reported | 6 |
| Mayra Raplinger (former) | VICE PRESIDENT/SECRETARY | 2017 | 40 | $0 reported | 1 |
| Terri R Maybee (former) | ASST TREAS/ASST SEC (FORMER) | 2015-2016 | 7 | $0 reported | 2 |
| Tracy Mcferrin (former) | VICE PRESIDENT/SECRETARY | 2015-2016 | 40 | $0 reported | 1 |
People by year
2024 · 16 people listed · 1 paid, $837K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHINQUAPIN TRUST COMPANY Institution | OFFICER | 40 | $669,470 | - | $167,190 | $836,660 | 2 |
| DONALD J HALL | CHAIRMAN EMERITUS | 1 | $0 | - | $0 | $0 | 2 |
| MAYRA AGUIRRE | PRESIDENT | 40 | $0 | - | $0 | $0 | 1 |
| COREY BIGGS | VICE PRESIDENT/TREASURER | 5 | $0 | - | $0 | $0 | 1 |
| IRVINE O HOCKADAY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JOE KAUTEN | ASST SECRETARY / ASST TREASURER | 5 | $0 | - | $0 | $0 | 1 |
| MARGARET H PENCE | VICE CHAIRWOMAN | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD C GREEN JR | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| SANDRA A J LAWRENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| DAVID A WARM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| PEGGY J DUNN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| WILLIAM S BERKLEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| MARK JORGENSON | DIRECTOR | 1 | $0 | - | $0 | $0 | 9 |
| DAVID E HALL | MEMBER | 1 | $0 | - | $0 | $0 | 4 |
| DONALD J HALL JR | CHAIRMAN | 1 | $0 | - | $0 | $0 | 4 |
| JON HILE | SECRETARY | 40 | $0 | - | $0 | $0 | 1 |
2023 · 18 people listed · 1 paid, $835K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHINQUAPIN TRUST COMPANY Institution | OFFICER | 40 | $670,021 | - | $165,065 | $835,086 | 2 |
| DONALD J HALL | CHAIRMAN EMERITUS | 1 | $0 | - | $0 | $0 | 2 |
| MAYRA AGUIRRE | PRESIDENT | 40 | $0 | - | $0 | $0 | 1 |
| COREY BIGGS | VICE PRESIDENT/TREASURER | 6 | $0 | - | $0 | $0 | 1 |
| IRVINE O HOCKADAY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JOE KAUTEN | ASST SECRETARY / ASST TREASURER | 6 | $0 | - | $0 | $0 | 1 |
| MARGARET H PENCE | VICE CHAIRWOMAN | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD C GREEN JR | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| SANDRA A J LAWRENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| DAVID A WARM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| PEGGY J DUNN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| WILLIAM S BERKLEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| MARK JORGENSON | DIRECTOR | 1 | $0 | - | $0 | $0 | 9 |
| BRIAN E GARDNER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DAVID E HALL | DIRECTOR | 1 | $0 | - | $0 | $0 | 4 |
| MARGARET SILVA | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DONALD J HALL JR | CHAIRMAN | 1 | $0 | - | $0 | $0 | 4 |
| JON HILE | SECRETARY | 40 | $0 | - | $0 | $0 | 1 |
2022 · 18 people listed · 1 paid, $777K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHINQUAPIN TRUST COMPANY Institution | OFFICER | 100 | $621,476 | - | $155,725 | $777,201 | 2 |
| MAYRA AGUIRRE | PRESIDENT | 40 | $0 | - | $0 | $0 | 1 |
| WILLIAM S BERKLEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| PEGGY J DUNN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD C GREEN JR | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| DONALD J HALL JR | CHAIRMAN | 1 | $0 | - | $0 | $0 | 4 |
| IRVINE O HOCKADAY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SANDRA A J LAWRENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| MARGARET H PENCE | VICE CHAIRWOMAN | 1 | $0 | - | $0 | $0 | 1 |
| DAVID A WARM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MARK JORGENSON | DIRECTOR | 1 | $0 | - | $0 | $0 | 9 |
| DONALD J HALL | CHAIRMAN EMERITUS | 1 | $0 | - | $0 | $0 | 2 |
| COREY BIGGS | VICE PRESIDENT/TREASURER | 6 | $0 | - | $0 | $0 | 1 |
| JOE KAUTEN | ASST SECRETARY/ASST TREASURY | 6 | $0 | - | $0 | $0 | 1 |
| BRIAN E GARDNER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DAVID E HALL | DIRECTOR | 1 | $0 | - | $0 | $0 | 4 |
| MARGARET SILVA | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JON HILE | SECRETARY | 40 | $0 | - | $0 | $0 | 1 |
2021 · 15 people listed · 1 paid, $728K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHINQUAPIN TRUST COMPANY Institution | OFFICER | 100 | $581,998 | - | $145,930 | $727,928 | 2 |
| MAYRA AGUIRRE | PRESIDENT | 40 | $0 | - | $0 | $0 | 1 |
| ANGELA SMART | VICE PRESIDENT | 40 | $0 | - | $0 | $0 | 1 |
| ANGELA TOWER | ASST TREASURER/ASST SECRET | 6 | $0 | - | $0 | $0 | 1 |
| WILLIAM S BERKLEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| PEGGY J DUNN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD C GREEN JR | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| DONALD J HALL JR | CHAIRMAN | 1 | $0 | - | $0 | $0 | 4 |
| IRVINE O HOCKADAY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SANDRA A J LAWRENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| MARGARET H PENCE | VICE CHAIRWOMAN | 1 | $0 | - | $0 | $0 | 1 |
| DAVID A WARM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MARK JORGENSON | DIRECTOR | 1 | $0 | - | $0 | $0 | 9 |
| DONALD J HALL | CHAIRMAN EMERITUS | 1 | $0 | - | $0 | $0 | 2 |
| COREY BIGGS | VICE PRESIDENT/TREASURER | 6 | $0 | - | $0 | $0 | 1 |
2020 · 18 people listed · 1 paid, $1.2M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHINQUAPIN TRUST COMPANY Institution | OFFICER | 100 | $974,998 | - | $251,486 | $1,226,484 | 2 |
| WILLIAM A HALL | FORMER PRESIDENT | 34 | $0 | - | $0 | $0 | 2 |
| MAYRA AGUIRRE | PRESIDENT | 40 | $0 | - | $0 | $0 | 1 |
| JOHN A MACDONALD | FORMER VICE PRESIDENT | 6 | $0 | - | $0 | $0 | 1 |
| ANGELA SMART | VICE PRESIDENT | 40 | $0 | - | $0 | $0 | 1 |
| ANGELA TOWER | ASST TREASURER/ASST SECRET | 6 | $0 | - | $0 | $0 | 1 |
| WILLIAM S BERKLEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| PEGGY J DUNN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD C GREEN JR | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| DONALD J HALL JR | CHAIRMAN | 1 | $0 | - | $0 | $0 | 4 |
| IRVINE O HOCKADAY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SANDRA A J LAWRENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| MARGARET H PENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MORTON I SOSLAND | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| DAVID A WARM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MARK JORGENSON | DIRECTOR | 1 | $0 | - | $0 | $0 | 9 |
| DONALD J HALL | CHAIRMAN EMERITUS | 1 | $0 | - | $0 | $0 | 2 |
| COREY BIGGS | VICE PRESIDENT/TREASURER | 6 | $0 | - | $0 | $0 | 1 |
2017 · 18 people listed · 1 paid, $1.0M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHINQUAPIN TRUST COMPANY Institution | OFFICER | 40 | $824,524 | - | $222,621 | $1,047,145 | 2 |
| DONALD J HALL | CHAIRMAN/DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| WILLIAM A HALL | PRESIDENT | 34 | $0 | - | $0 | $0 | 2 |
| JOHN A MACDONALD | VICE PRESIDENT/TREASURER | 6 | $0 | - | $0 | $0 | 1 |
| MAYRA RAPLINGER | VICE PRESIDENT/SECRETARY | 40 | $0 | - | $0 | $0 | 1 |
| MARK JORGENSON | DIRECTOR | 1 | $0 | - | $0 | $0 | 9 |
| ANGELA SMART | VICE PRESIDENT | 40 | $0 | - | $0 | $0 | 1 |
| ANGELA TOWER | ASST TREASURER/ASST SECRETARY | 6 | $0 | - | $0 | $0 | 1 |
| MORTON I SOSLAND | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| IRVINE O HOCKADAY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT A KIPP | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| MARGARET H PENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD C GREEN JR | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| SANDRA A J LAWRENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| DAVID A WARM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| PEGGY J DUNN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| WILLIAM S BERKLEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| DONALD J HALL JR | DIRECTOR | 1 | $0 | - | $0 | $0 | 4 |
2016 · 18 people listed · 1 paid, $954K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHINQUAPIN TRUST COMPANY Institution | OFFICER | 40 | $751,087 | - | $202,793 | $953,880 | 2 |
| DONALD J HALL | CHAIRMAN/DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| WILLIAM A HALL | PRESIDENT | 17 | $0 | - | $0 | $0 | 2 |
| JOHN A MACDONALD | VICE PRESIDENT/TREASURER | 7 | $0 | - | $0 | $0 | 1 |
| TERRI R MAYBEE | ASST TREAS/ASST SEC (FORMER) | 7 | $0 | - | $0 | $0 | 2 |
| TRACY MCFERRIN | VICE PRESIDENT/SECRETARY | 40 | $0 | - | $0 | $0 | 1 |
| ANGELA SMART | VICE PRESIDENT | 40 | $0 | - | $0 | $0 | 1 |
| ANGELA TOWER | ASST TREASURER/ASST SECRETARY | 7 | $0 | - | $0 | $0 | 1 |
| MORTON I SOSLAND | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| IRVINE O HOCKADAY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT A KIPP | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| MARGARET H PENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD C GREEN JR | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| SANDRA A J LAWRENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| DAVID A WARM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| PEGGY J DUNN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| WILLIAM S BERKLEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| DONALD J HALL JR | DIRECTOR | 1 | $0 | - | $0 | $0 | 4 |
2015 · 18 people listed · 1 paid, $873K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHINQUAPIN TRUST COMPANY Institution | OFFICER | 40 | $687,331 | - | $185,579 | $872,910 | 2 |
| DONALD J HALL | CHAIRMAN/DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| WILLIAM A HALL | PRESIDENT | 18 | $0 | - | $0 | $0 | 2 |
| JOHN A MACDONALD | VICE PRESIDENT/TREASURER | 7 | $0 | - | $0 | $0 | 1 |
| TERRI R MAYBEE | ASST TREAS/ASST SEC (FORMER) | 7 | $0 | - | $0 | $0 | 2 |
| TRACY MCFERRIN | VICE PRESIDENT/SECRETARY | 40 | $0 | - | $0 | $0 | 1 |
| ANGELA SMART | VICE PRESIDENT | 38 | $0 | - | $0 | $0 | 1 |
| ANGELA TOWER | ASST TREASURER/ASST SECRETARY | 7 | $0 | - | $0 | $0 | 1 |
| MORTON I SOSLAND | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| IRVINE O HOCKADAY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT A KIPP | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| MARGARET H PENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD C GREEN JR | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| SANDRA A J LAWRENCE | DIRECTOR | 1 | $0 | - | $0 | $0 | 3 |
| DAVID A WARM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| PEGGY J DUNN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| WILLIAM S BERKLEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 6 |
| DONALD J HALL JR | DIRECTOR | 1 | $0 | - | $0 | $0 | 4 |
Highest-paid independent contractors
2024 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHINQUAPIN TRUST COMPANY | KANSAS CITY, MO | ADMINISTRATION FEES | $1,816,197 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INVESTMENT MANAGEMENT FEES | $772,082 |
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT MANAGEMENT FEES | $194,508 |
| MBB AGENCY | OVERLAND PARK, KS | PRINTING & PUBLICATION | $113,471 |
| PROSPERITY LABS | DURHAM, NC | STRATEGY CONSULTING | $87,000 |
2023 · 5 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHINQUAPIN TRUST COMPANY | KANSAS CITY, MO | ADMINISTRATION FEES | $1,610,305 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INVESTMENT MANAGEMENT FEES | $769,469 |
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT MANAGEMENT FEES | $125,788 |
| JOHN HOPKINS UNIV CNTR LOCKBOS | BALTIMORE, MD | STRATEGY CONSULTING | $99,000 |
| RESILIA | NEW ORLEANS, LA | STRATEGY CONSULTING | $92,500 |
2022 · 5 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHINQUAPIN TRUST COMPANY | KANSAS CITY, MO | ADMINISTRATION FEES | $2,833,445 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INVESTMENT MANAGEMENT FEES | $585,192 |
| PALMER SQUARE CAPITAL MANAGEMENT LLC | MISSION WOODS, KS | INVESTMENT MANAGEMENT FEES | $167,229 |
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT MANAGEMENT FEES | $100,891 |
| CREDO PHILANTHROPY ADVISORS | KANSAS CITY, MO | STRATEGY CONSULTING | $75,000 |
2021 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHINQUAPIN TRUST COMPANY | KANSAS CITY, MO | ADMINISTRATION FEES | $1,172,038 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INVESTMENT MANAGEMENT FEES | $796,468 |
| PALMER SQUARE CAPITAL MANAGEMENT LLC | MISSION WOODS, KS | INVESTMENT MANAGEMENT FEES | $257,232 |
| CREDO PHILANTHROPY ADVISORS | KANSAS CITY, MO | STRATEGY CONSULTING | $190,750 |
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT MANAGEMENT FEES | $99,228 |
2020 · 5 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHINQUAPIN TRUST COMPANY | KANSAS CITY, MO | ADMINISTRATION FEES | $1,701,601 |
| RJ O'BRIEN | CHICAGO, IL | INVESTMENT MANAGEMENT FEES | $1,172,187 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INVESTMENT MANAGEMENT FEES | $778,188 |
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INVESTMENT MANAGEMENT FEES | $84,985 |
| KEITH DAVIS | SHERIDAN, WY | ART ACQUISITION | $63,804 |
2017 · 5 contractors · $3.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHINQUAPIN TRUST COMPANY | KANSAS CITY, MO | ADMIN FEES | $1,523,720 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INV MGMT/CUST FEES | $914,639 |
| TWEEDY BROWNE COMPANY LLC | NEW YORK, NY | INV MGMT FEES | $519,164 |
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INV MGMT FEES | $225,738 |
| BANK OF AMERICA NA | CHARLOTTE, NC | INV MGMT FEES | $105,690 |
2016 · 5 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHINQUAPIN TRUST COMPANY | KANSAS CITY, MO | ADMIN FEES | $1,382,607 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INV MGMT/CUST FEES | $931,901 |
| TWEEDY BROWNE COMPANY LLC | NEW YORK, NY | INV MGMT FEES | $464,874 |
| SECURITY CAPITAL RESEARCH & MANAGEMENT | CHICAGO, IL | INV MGMT FEES | $182,469 |
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INV MGMT FEES | $97,699 |
2015 · 5 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHINQUAPIN TRUST COMPANY | KANSAS CITY, MO | ADMIN FEES | $1,244,503 |
| CAMBRIDGE ASSOCIATES LLC | BOSTON, MA | INV MGMT/CUST FEES | $805,513 |
| TWEEDY BROWNE COMPANY LLC | NEW YORK, NY | INV MGMT FEES | $464,096 |
| THE NORTHERN TRUST COMPANY | CHICAGO, IL | INV MGMT FEES | $233,403 |
| ABERDEEN ASSET MANAGEMENT INC | PHILADELPHIA, PA | INV MGMT FEES | $182,639 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 0 grants to organizations · $0 · 1 summary line · $45.4M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2023 · 0 grants to organizations · $0 · 1 summary line · $53.0M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2022 · 0 grants to organizations · $0 · 1 summary line · $47.6M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2021 · 0 grants to organizations · $0 · 1 summary line · $37.3M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2020 · 0 grants to organizations · $0 · 1 summary line · $39.8M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2017 · 0 grants to organizations · $0 · 1 summary line · $39.7M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2016 · 0 grants to organizations · $0 · 1 summary line · $41.7M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2015 · 0 grants to organizations · $0 · 1 summary line · $42.1M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $102,807,352 | $49,907,151 | $1,085,290,942 | $1,085,290,942 | - | - | $669,470 | - | - |
| 2023 · Form 990PF | ||||||||
| $51,077,477 | $56,144,757 | $1,032,390,741 | $1,032,390,741 | - | - | $670,021 | - | - |
| 2022 · Form 990PF | ||||||||
| $38,560,284 | $54,060,841 | $1,001,141,614 | $1,001,141,614 | - | - | $621,476 | - | - |
| 2021 · Form 990PF | ||||||||
| $87,869,006 | $41,011,035 | $1,171,646,854 | $1,171,646,854 | - | - | $581,998 | - | - |
| 2020 · Form 990PF | ||||||||
| $63,918,429 | $44,579,827 | $1,017,160,907 | $1,017,160,907 | - | - | $974,998 | - | - |
| 2017 · Form 990PF | ||||||||
| $43,313,571 | $50,372,659 | $881,677,518 | $881,677,518 | $0 | - | $824,524 | - | - |
| 2016 · Form 990PF | ||||||||
| $43,187,947 | $51,124,672 | $833,764,620 | $833,764,620 | $0 | - | $751,087 | - | - |
| 2015 · Form 990PF | ||||||||
| $41,092,939 | $51,667,734 | $823,679,598 | $823,679,598 | $0 | - | $0 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- CIVIC COUNCIL OF GREATER KANSAS CITY Kansas City, MO · 4 people in common (Donald J Hall Jr, Mark Jorgenson, Richard C Green Jr)
- NELSON GALLERY FOUNDATION Kansas City, MO · 3 people in common (Donald J Hall, Richard C Green Jr, Sandra A J Lawrence)
- MRIGLOBAL Kansas City, MO · 2 people in common (David E Hall, Richard C Green Jr)
- WILLIAM ROCKHILL NELSON TRUST Kansas City, MO · 2 people in common (Richard C Green Jr, Sandra A J Lawrence)
- UMKC TRUSTEES Kansas City, MO · 2 people in common (Mark Jorgenson, William S Berkley)
- HALLMARK CORPORATE FOUNDATION Kansas City, MO · 2 people in common (David E Hall, Donald J Hall Jr)
- ALLIANCE FOR ENERGY INNOVATION LLC Golden, CO · 1 person in common (Richard C Green Jr)
- GREATER KANSAS CITY COMMUNITY FOUNDATION Kansas City, MO · 1 person in common (William S Berkley)
- GREATER HORIZONS Kansas City, MO · 1 person in common (William S Berkley)
- UNITED WAY OF GREATER KANSAS CITY INC Kansas City, MO · 1 person in common (David E Hall)
- NATIONAL WORLD WAR I MUSEUM AND MEMORIAL Kansas City, MO · 1 person in common (Mark Jorgenson)
- BOY SCOUTS OF AMERICA Kansas City, MO · 1 person in common (Mark Jorgenson)
- CHAMBER OF COMMERCE OF GREATER KANSAS CITY Kansas City, MO · 1 person in common (Mark Jorgenson)
- POLICE FOUNDATION OF KANSAS CITY Kansas City, MO · 1 person in common (Mark Jorgenson)
- BIONEXUS KC Kansas City, MO · 1 person in common (William S Berkley)
- URBAN NEIGHBORHOOD INITIATIVE INC Kansas City, MO · 1 person in common (Mark Jorgenson)
- THE CENTRAL EXCHANGE INC Kansas City, MO · 1 person in common (Mark Jorgenson)
- CIVIC COUNCIL FOUNDATION Kansas City, MO · 1 person in common (Donald J Hall Jr)
Funders of this organization
1 grantor reported grants to this organization, $12,166 in all, tax years 2018 to 2018. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| GUADALUPE CENTERS INC | Public charity | Fuzzy filed as “HALL FAMILY FOUNDATION” | 2018 | 1 | $12,166 | 2018 | $12,166 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CRAWFORD TAYLOR FOUNDATION | MO | T20 | $67,067,257 | $55,586,130 | DIRECTOR CHAIRPERSON/PRESI | $0 | Same NTEE code T20, revenue within 2x, same state |
| HERZOG FOUNDATION RESOURCE MANAGEMENT | MO | T20 | $59,954,628 | $13,054,915 | President | $296,146 | Same NTEE code T20, revenue within 2x, same state |
| HAO FAMILY FOUNDATION | NY | T20 | $86,410,336 | $7,565,702 | PRESIDENT / CHAIR OF BOARD | $0 | Same NTEE code T20, revenue within 2x, similar name |
| HUNTER FAMILY FOUNDATION | IL | T20 | $148,386,207 | $15,686,171 | EXECUTIVE DIRECTOR | $275,830 | Same NTEE code T20, revenue within 2x, similar name |
| KOUM FAMILY FOUNDATION | CA | T20 | $64,282,904 | $125,629,253 | PRESIDENT | $430,300 | Same NTEE code T20, revenue within 2x, similar name |
| KARSH FAMILY FOUNDATION | CA | T20 | $119,543,750 | $47,968,051 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| LINDE FAMILY FOUNDATION | MA | T20 | $71,880,004 | $19,130,097 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| SPAHT FAMILY FOUNDATION | CA | T20 | $69,458,075 | $6,353,310 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| MULVA FAMILY FOUNDATION | TX | T20 | $63,688,108 | $31,331,659 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| PATHY FAMILY FOUNDATION | T20 | $51,472,942 | $16,037,065 | EXECUTIVE DIRECTOR | $130,913 | Same NTEE code T20, revenue within 2x, similar name | |
| OFFUTT FAMILY FOUNDATION | ND | T20 | $98,196,254 | $11,000,051 | EXECUTIVE DIRECTOR | $290,000 | Same NTEE code T20, revenue within 2x, similar name |
| SILVER FAMILY FOUNDATION | OR | T20 | $115,459,845 | $3,822,414 | FOUNDATION MANAGER | $182,706 | Same NTEE code T20, revenue within 2x, similar name |
| ADELSON FAMILY FOUNDATION | MA | T20 | $87,963,664 | $67,690,290 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| SIEMER FAMILY FOUNDATION | OH | T20 | $59,708,922 | $23,503,863 | SECRETARY/TRUSTEE | $1,012,706 | Same NTEE code T20, revenue within 2x, similar name |
| ZORICH FAMILY FOUNDATION | TX | T20 | $58,375,768 | $4,587,718 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| KLARMAN FAMILY FOUNDATION | MA | T20 | $74,495,257 | $105,297,791 | President | $607,634 | Same NTEE code T20, revenue within 2x, similar name |
| GOLDRING FAMILY FOUNDATION | LA | T20 | $73,491,517 | $7,426,661 | CHAIR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| EDGERLEY FAMILY FOUNDATION | KS | T20 | $58,209,818 | $36,046,039 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| SECUNDA FAMILY FOUNDATION INC | NY | T20 | $56,991,225 | $14,407,573 | PRESIDENT & TREASURER | $0 | Same NTEE code T20, revenue within 2x, similar name |
| CHAIKEN FAMILY FOUNDATION II | NV | T20 | $72,138,257 | $807,709 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| GARCIA FAMILY FOUNDATION INC | AZ | T20 | $67,433,736 | $14,108,630 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| SHEPHERDS - A FAMILY FOUNDATION | MN | T20 | $77,662,641 | $3,462,568 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| LARRY H MILLER & GAIL MILLER FAMILY FOUNDATION | UT | T20 | $83,925,562 | $51,222,949 | Trustee/Director/VP | $0 | Same NTEE code T20, revenue within 2x, similar name |
| GROSS FAMILY CHARITABLE FOUNDATION | CA | T20 | $72,571,168 | $19,824,193 | SECRETARY | $431,750 | Same NTEE code T20, revenue within 2x, similar name |
| WALLY FOUNDATION INC | KS | T20 | $77,628,065 | $557,942 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $49,907,151 spent · pay $669,470 · grants $45,426,449 · events $36,863
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $45,426,449 | 91.0% | |
| Fees: other professional | $1,475,648 | 3.0% | |
| Other expenses | $1,222,043 | 2.4% | |
| Taxes | $825,000 | 1.7% | |
| Pay: officers, directors, trustees | $669,470 | 1.3% | |
| Printing and publications | $104,264 | 0.2% | |
| Fees: accounting | $83,000 | 0.2% | |
| Fees: legal | $64,414 | 0.1% | |
| Travel, conferences and meetings | $36,863 | 0.1% | |
| Total | $49,907,151 | 100% |
2023 · Form 990PF · $56,144,757 spent · pay $670,021 · grants $53,005,934 · events $18,499
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $53,005,934 | 94.4% | |
| Fees: other professional | $1,369,294 | 2.4% | |
| Other expenses | $964,464 | 1.7% | |
| Pay: officers, directors, trustees | $670,021 | 1.2% | |
| Printing and publications | $80,872 | 0.1% | |
| Fees: legal | $33,673 | 0.1% | |
| Travel, conferences and meetings | $18,499 | 0.0% | |
| Fees: accounting | $2,000 | 0.0% | |
| Total | $56,144,757 | 100% |
2022 · Form 990PF · $54,060,841 spent · pay $621,476 · grants $47,625,523 · events $12,384
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $47,625,523 | 88.1% | |
| Taxes | $3,516,053 | 6.5% | |
| Fees: other professional | $1,220,524 | 2.3% | |
| Other expenses | $914,976 | 1.7% | |
| Pay: officers, directors, trustees | $621,476 | 1.1% | |
| Printing and publications | $58,791 | 0.1% | |
| Fees: accounting | $47,500 | 0.1% | |
| Fees: legal | $43,614 | 0.1% | |
| Travel, conferences and meetings | $12,384 | 0.0% | |
| Total | $54,060,841 | 100% |
2021 · Form 990PF · $41,011,035 spent · pay $581,998 · grants $37,304,749 · events $1,401
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $37,304,749 | 91.0% | |
| Fees: other professional | $1,675,130 | 4.1% | |
| Taxes | $675,000 | 1.6% | |
| Other expenses | $615,574 | 1.5% | |
| Pay: officers, directors, trustees | $581,998 | 1.4% | |
| Printing and publications | $76,963 | 0.2% | |
| Fees: accounting | $40,900 | 0.1% | |
| Fees: legal | $39,320 | 0.1% | |
| Travel, conferences and meetings | $1,401 | 0.0% | |
| Total | $41,011,035 | 100% |
2020 · Form 990PF · $44,579,827 spent · pay $974,998 · grants $39,778,751 · events $3,477
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $39,778,751 | 89.2% | |
| Fees: other professional | $2,815,037 | 6.3% | |
| Pay: officers, directors, trustees | $974,998 | 2.2% | |
| Other expenses | $858,455 | 1.9% | |
| Printing and publications | $65,592 | 0.1% | |
| Fees: accounting | $56,140 | 0.1% | |
| Fees: legal | $27,377 | 0.1% | |
| Travel, conferences and meetings | $3,477 | 0.0% | |
| Total | $44,579,827 | 100% |
2017 · Form 990PF · $50,372,659 spent · pay $824,524 · grants $39,736,924 · events $3,506
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $39,736,924 | 78.9% | |
| Fees: other professional | $6,798,442 | 13.5% | |
| Interest | $1,131,657 | 2.2% | |
| Other expenses | $887,320 | 1.8% | |
| Pay: officers, directors, trustees | $824,524 | 1.6% | |
| Taxes | $804,047 | 1.6% | |
| Fees: legal | $98,574 | 0.2% | |
| Fees: accounting | $55,080 | 0.1% | |
| Printing and publications | $32,585 | 0.1% | |
| Travel, conferences and meetings | $3,506 | 0.0% | |
| Total | $50,372,659 | 100% |
2016 · Form 990PF · $51,124,672 spent · pay $751,087 · grants $41,724,544 · events $3,970
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $41,724,544 | 81.6% | |
| Fees: other professional | $6,616,468 | 12.9% | |
| Taxes | $767,211 | 1.5% | |
| Pay: officers, directors, trustees | $751,087 | 1.5% | |
| Other expenses | $686,590 | 1.3% | |
| Interest | $480,912 | 0.9% | |
| Printing and publications | $38,080 | 0.1% | |
| Fees: accounting | $37,270 | 0.1% | |
| Fees: legal | $18,540 | 0.0% | |
| Travel, conferences and meetings | $3,970 | 0.0% | |
| Total | $51,124,672 | 100% |
2015 · Form 990PF · $51,667,734 spent · pay $0 · grants $42,112,086 · events $2,240
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $42,112,086 | 81.5% | |
| Fees: other professional | $7,486,666 | 14.5% | |
| Other expenses | $1,297,218 | 2.5% | |
| Taxes | $471,126 | 0.9% | |
| Interest | $132,696 | 0.3% | |
| Fees: accounting | $85,000 | 0.2% | |
| Printing and publications | $47,020 | 0.1% | |
| Fees: legal | $33,682 | 0.1% | |
| Travel, conferences and meetings | $2,240 | 0.0% | |
| Total | $51,667,734 | 100% |
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