STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

OPPENSTEIN BROTHERS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
OPPENSTEIN BROTHERS FOUNDATION (EIN 43-6203035)
Tax period
2025-04-01 to 2026-03-31
Filed
2026-07-23
IRS object ID
202622049349100602
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-23T08:46:36-05:00ReturnTs
Tax Period End2026-03-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2025-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436203035EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOMMERCE TRUST COMPANYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8162342704PhoneNum
Signature2026-07-22SignatureDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$46,241,926FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$964,537DividendsRevAndExpnssAmt
Dividends Net Invst Incm$964,105DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,587,225NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,280,149GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,587,225CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,551,762TotalRevAndExpnssAmt
Total Net Invst Incm$2,551,330TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$429,642CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$221,939CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$207,703CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$40,864TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,054OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,054OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$471,560TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$221,939TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$208,757TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,087,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,902,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,558,560TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$221,939TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,111,257TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,798ExcessRevenueOverExpensesAmt
Net Investment Income$2,329,391NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$750,016SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$826,280SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$826,280SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,456,360USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,006,338USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,800,401USGovtObligationsEOYFMVAmt
Corporate Stock BOY$22,486,393CorporateStockBOYAmt
Corporate Stock EOY$23,171,159CorporateStockEOYAmt
Corporate Stock EOYFMV$34,489,979CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,821,571CorporateBondsBOYAmt
Corporate Bonds EOY$5,861,880CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,734,728CorporateBondsEOYFMVAmt
Mortgage Loans BOY$1,507,581MortgageLoansBOYAmt
Mortgage Loans EOY$1,336,086MortgageLoansEOYAmt
Mortgage Loans EOYFMV$1,189,604MortgageLoansEOYFMVAmt
Other Investments BOY$922,079OtherInvestmentsBOYAmt
Other Investments EOY$922,079OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,198,809OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,125OtherAssetsBOYAmt
Other Assets EOY$5OtherAssetsEOYAmt
Other Assets EOYFMV$2,125OtherAssetsEOYFMVAmt
Total Assets BOY$34,946,125TotalAssetsBOYAmt
Total Assets EOY$35,123,827TotalAssetsEOYAmt
Total Assets EOYFMV$46,241,926TotalAssetsEOYFMVAmt
Grants Payable BOY$1,470,000GrantsPayableBOYAmt
Grants Payable EOY$1,654,500GrantsPayableEOYAmt
Total Liabilities BOY$1,470,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,654,500TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$33,476,125CapitalStockBOYAmt
Capital Stock EOY$33,469,327CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$33,476,125TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$33,469,327TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,946,125TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,123,827TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,476,125TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,798ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$33,469,327SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$33,469,327TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLIC TRADED SECURITIESPropertyDesc
Gross Sales Price$4,280,149GrossSalesPriceAmt
Cost Or Other Basis$2,692,924CostOrOtherBasisAmt
Gain Or Loss$1,587,225GainOrLossAmt
Gains Minus Excess Or Losses$1,587,225GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,587,225CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$32,379InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$32,379SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$32,379TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$37,173EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$37,173TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$4,794OverpaymentAmt
Applied To ES Tax$4,794AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
COMMERCE BANK NA INVMGMT
PO BOX 419248KANSAS CITYMO641416248CORP. TRUSTEE40.00$221,939$0$0
COMMERCE BANK NA CHARITY OFFICE
PO BOX 419248KANSAS CITYMO641416248CORP. TRUSTEE40.00$180,801$0$0
COMMERCE BANK NA CHARITY MGMT
PO BOX 419248KANSAS CITYMO641416248CORP. TRUSTEE5.00$26,902$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$45,444,933AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$815,813AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,125FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$46,262,871TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$46,262,871AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$693,943CashDeemedCharitableAmt
Net Vl Noncharitable Assets$45,568,928NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,278,446MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,278,446MinimumInvestmentReturnAmt
Tax Based On Investment Income$32,379TaxBasedOnInvestmentIncomeAmt
Total Tax$32,379TotalTaxAmt
Distributable Before Adj$2,246,067DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,246,067DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,246,067DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,111,257ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,111,257QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,246,067DistributableAsAdjustedAmt
Undistributed Income PY$2,020,180UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,111,257QualifyingDistributionsAmt
Applied To Year1$2,020,180AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$91,077AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,154,990UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPROGRAM OFFICERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11000 WALNUT SUITE 1560AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641061809ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8162341768RecipientPhoneNum
Form And Info And MaterialsNONE SPECIFIEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAWARDS ARE FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES IN THE UNITED STATES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN PUBLIC SQUARE INC
300 E 39TH ST STE 2SKANSAS CITYMO64111NONEPCCIVICS EDUCATION INITIATIVE$10,000
AMETHYST PLACE INC
2750 TRACY AVEKANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$15,000
ARTISTS HELPING THE HOMELESS
11412 KNOX STOVERLAND PARKKS66210NONEPCUSED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION$5,000
ARTISTS HELPING THE HOMELESS
11412 KNOX STOVERLAND PARKKS66210NONEPCUSED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION$7,500
AVENUE OF LIFE INC
500 NORTH 7TH ST TRAFFICWAYKANSAS CITYKS66101NONEPCFOOD PROGRAMMING$3,000
BOOST KC
6101 N CHESTNUTGLADSTONEMO64119NONEPCOPERATION SCHOOL BELL$6,000
BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL
10210 HOLMES RDKANSAS CITYMO64131NONEPCSCOUTREACH$12,500
BOYS CLUB OF GREATER KANSAS CITY
4001 DR MARTIN LUTHER KING JR BLVDKANSAS CITYMO64130NONEPCPROJECT LEARN$30,000STE 102
BOYS GROW CORP
9301 E STATE ROUTE 150KANSAS CITYMO641491131NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$7,500
CHILD ABUSE PREVENTION ASSOCIATION DBA CAPACARES
503 EAST 23RD ST SOUTHINDEPENDENCEMO64055NONEPCFAMILY SUPPORT SERVICES PROGRAM$10,000
CARE BEYOND THE BOULEVARD INC
3150 FIBERGLASS RDKANSAS CITYKS66115NONEPCUSED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION$10,000
CASA OF JOHNSON & WYANDOTTE COUNTIES INC
6400 GLENWOOD ST STE 100OVERLAND PARKKS66202NONEPCCHILD ADVOCACY PROGRAM$20,000
CATHOLIC CHARITIES OF NORTHEAST KANSAS INC
9720 W 87TH STOVERLAND PARKKS66212NONEPCFOOD PROGRAMMING$3,000
CATHOLIC CHARITIES OF NORTHEAST KANSAS INC
9720 W 87TH STOVERLAND PARKKS66212NONEPCFOOD PROGRAMMING$15,000
CENTER FOR CONFLICT RESOLUTION
300 EAST 39TH STKANSAS CITYMO64111NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$10,000
CHILD PROTECTION CENTER INC
2940 MAIN STKANSAS CITYMO64108NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
CHILDRENS CENTER FOR THE VISUALLY IMPAIRED
3101 MAIN STKANSAS CITYMO64111NONEPCTHERAPY AND SPECIALIZED SERVICES$20,000
THE CHILDRENS PLACE INC
6401 ROCKHILL RDKANSAS CITYMO64131NONEPCFOOD PROGRAMMING$3,000
THE CHILDRENS PLACE INC
6401 ROCKHILL RDKANSAS CITYMO64131NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$10,000
THE CHILDRENS PLACE INC
6401 ROCKHILL RDKANSAS CITYMO64131NONEPCDAY TREATMENT$27,500
CITY YEAR INC
2301 MCGEE ST STE 100KANSAS CITYMO64108NONEPCWHOLE SCHOOL, WHOLE CHILD PROGRAM$10,000
COMMUNITY LINC
4012 TROOST AVEKANSAS CITYMO64110NONEPCELEVATED TRANSITIONAL HOUSING$20,000
COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY
404 N NOLAND RDINDEPENDENCEMO64050NONEPCBRIDGES TO CAREER OPPORTUNITIES$15,000
CORNERSTONES OF CARE
8150 WORNALL RDKANSAS CITYMO64114NONEPCHOME- AND SCHOOL-BASED THERAPIES FOR CHILDREN$30,000
COTERIE INC DBA COTERIE THEATRE
2450 GRAND BLVD STE 144KANSAS CITYMO641082516NONEPCUSED 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 LINWOOD BOULEVARDKANSAS CITYMO64111NONEPCUSED 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 AVEKANSAS CITYKS66105NONEPCFOOD PROGRAMMING$3,000
CROSS-LINES COMMUNITY OUTREACH INC
736 SHAWNEE AVEKANSAS CITYKS66105NONEPCCROSS-LINES COMMUNITY MARKET$15,000
CULTIVATE KANSAS CITY INC
4049 PENNSYLVANIA AVE STE 206KANSAS CITYMO64111NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$18,000
DE LA SALLE EDUCATION CENTER
3737 TROOST AVEKANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$25,000
DON BOSCO COMMUNITY CENTER
580 CAMPBELL STKANSAS CITYMO64106NONEPCSENIOR NUTRITION PROGRAM$15,000
DONNELLY COLLEGE
608 N 18TH STKANSAS CITYKS66102NONEPCCOLLEGE COUNSELING CENTER PROGRAM$16,000
UNITED INNER CITY SERVICES DBA EARLYSTART
2008 EAST 12TH STKANSAS CITYMO64127NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
UNITED INNER CITY SERVICES DBA EARLYSTART
2008 EAST 12TH STKANSAS CITYMO64127NONEPCSECURITY NEEDS$20,000
EL CENTRO INC
650 MINNESOTA AVEKANSAS CITYKS66101NONEPCPROJECT SUPPORT$15,000
EL CENTRO INC
650 MINNESOTA AVEKANSAS CITYKS66101NONEPCACADEMY FOR CHILDREN PROGRAM$10,000
FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY
9091 STATE LINE RDKANSAS CITYMO64114NONEPCRECOVERY SUPPORT NAVIGATION$12,500
FLOURISH FURNISHINGS DBA FLOURISH FURNITURE BANK
PO BOX 778GRANDVIEWMO64030NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$10,000
PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER
114 WEST 11TH STKANSAS CITYMO64105NONEPCFOLLY KIDS' SERIES$5,000
FOSTER ADOPT CONNECT INC
18600 EAST 37TH TERRACE SOUTHINDEPENDENCEMO64057NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
THE FAMILY CONSERVANCY DBA FUTURES FIRST
444 MINNESOTA AVE STE 200KANSAS CITYKS66101NONEPCUSED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION$15,000
GAN CHABAD TORAH CENTER INC DBA ANNA AND MAX ZALCMAN TORAH LEARNING CENTER
8800 W 103RD STOVERLAND PARKKS66212NONEPCKC KOSHER MEALS ON WHEELS$5,000
GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC
10561 BARKLEY ST STE 101OVERLAND PARKKS66212NONEPCGIRL SCOUT STAFF-LED PROGRAMS$15,000
GROWING FUTURES EARLY EDUCATION CENTER INC
8155 SANTA FE DROVERLAND PARKKS66204NONEPCONSITE EARLY EDUCATION$10,000
GUADALUPE CENTER INC
1015 AVENIDA CESAR E CHAVEZKANSAS CITYMO64108NONEPCGUADALUPE CENTERS AFTER SCHOOL AND DROP-IN SITE$20,000
GUADALUPE CENTER INC
1015 AVENIDA CESAR E CHAVEZKANSAS CITYMO64108NONEPCEMERGENCY ASSISTANCE FOR CLIENTS$15,000
HAPPYBOTTOMS
303 W 79TH STKANSAS CITYMO64114NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$13,000
HARRIMAN-JEWELL SERIES
500 COLLEGE HILL BOX 1015LIBERTYMO64068NONEPCSEASON EDUCATION EVENTS$10,000
HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS
5151 TROOST AVEKANSAS CITYMO64110NONEPCTRU EDUCATION$25,000
HARVESTERS-THE COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO64129NONEPCFEEDING FAMILIES INITIATIVE$30,000
HEALTH PARTNERSHIP CLINIC INC
407 S CLAIRBORNE RD STE 104OLATHEKS66062NONEPCDENTAL OUTREACH SERVICES$7,500
HEARTLAND CHAMBER MUSIC LTD
1600 GENESSEE ST STE 834KANSAS CITYMO64102NONEPCSTRING SPROUTS PROGRAM$6,000
HOPE FAITH MINISTRIES INC
705 VIRGINIA AVEKANSAS CITYMO64106NONEPCFOOD PROGRAMMING$3,000
HOPE FAITH MINISTRIES INC
705 VIRGINIA AVEKANSAS CITYMO64106NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$15,000
HOPE HOUSE INC
PO BOX 577LEES SUMMITMO64063NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$10,000
HOPE HOUSE INC
PO BOX 577LEES SUMMITMO64063NONEPCCHILDRENS SERVICES PROGRAM$25,000
JACKSON COUNTY CASA
2544 HOLMESKANSAS CITYMO64108NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
JEWISH FAMILY SERVICES
5801 WEST 115TH ST STE 103OVERLAND PARKKS66211NONEPCEMERGENCY ASSISTANCE FOR CLIENTS$10,000
JEWISH FAMILY SERVICES
5801 WEST 115TH ST STE 103OVERLAND PARKKS66211NONEPCOLDER ADULT SERVICES$15,000
JEWISH FEDERATION OF GREATER KANSAS CITY
5801 W 115TH ST STE 201OVERLAND PARKKS662111824NONEPCCHESED FUND$100,000
JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY
4600 THE PASEOKANSAS CITYMO64110NONEPCSOCIAL WORK YOUTH PROGRAM$22,000
JOURNEY TO NEW LIFE INC
3120 TROOST AVEKANSAS CITYMO64109NONEPCFOOD PANTRY BUILDOUT$20,000
JOURNEY TO NEW LIFE INC
3120 TROOST AVEKANSAS CITYMO64109NONEPCWOMEN'S REENTRY RESIDENCES$12,500
KANBES MARKETS
3119 TERRACE STKANSAS CITYMO64111NONEPCHEALTHY CORNER STORES$15,000
KANBES MARKETS
3119 TERRACE STKANSAS CITYMO64111NONEPCEXPANSION EFFORTS$10,000
KANSAS CHILDREN'S SERVICE LEAGUE HEALTHY FAMILIES FUND
6025 METCALF LN STE 300OVERLAND PARKKS66202NONEPCHEALTHY FAMILIES KANSAS (JOHNSON & WYANDOTTE COUNTIES)$15,000
KANSAS CITY BALLET ASSOCIATION
500 WEST PERSHING RDKANSAS CITYMO64108NONEPCREACH OUT AND DANCE (R.O.A.D.)$15,000
KANSAS CITY COMMUNITY GARDENS INC
6917 KENSINGTON AVEKANSAS CITYMO64132NONEPCINDIVIDUAL AND FAMILY GARDENS PROGRAM$12,500
KANSAS CITY FRIENDS OF ALVIN AILEY
1714 EAST 18TH STKANSAS CITYMO64108NONEPCAILEYCAMP$25,000
KANSAS CITY REPERTORY THEATRE INC
4825 TROOST AVE STE 101KANSAS CITYMO64110NONEPCEDUCATION PROGRAMS$5,000
KANSAS CITY SYMPHONY
1644 WYANDOTTE STKANSAS CITYMO64108NONEPCYOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS$20,000
KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC
3732 MAIN STKANSAS CITYMO64111NONEPCSCHOOL AND COMMUNITY PROGRAMS$15,000
KANSAS CITY CARE CLINIC DBA KC CARE HEALTH CENTER
4435 MAIN STKANSAS CITYMO64111NONEPCORAL HEALTH PROGRAM CAPACITY BUILDING$30,000
KIDSTLC INC
480 S ROGERS RDOLATHEKS660621706NONEPCPARACHUTE OF HOPE FUND$20,000
LEAD TO READ INC
300 EAST 39TH STKANSAS CITYMO64111NONEPCREADING & MENTORING PROGRAM$7,500
LEGAL AID OF WESTERN MISSOURI
4001 DR MARTIN LUTHER KING JR BLVDKANSAS CITYMO64130NONEPCDOMESTIC VIOLENCE INTERVENTION PROGRAM$15,000STE 300
LEVELUP KIDS INC
5416 NE ANTIOCH RDKANSAS CITYMO64119NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$10,000
LEVELUP KIDS INC
5416 NE ANTIOCH RDKANSAS CITYMO64119NONEPCVISION EQUIPMENT & CABINETRY$15,000
LITERACY KANSAS CITY
300 E 39TH STKANSAS CITYMO64111NONEPCADULT EDUCATION & LITERACY PROGRAMS$12,500
MATTIE RHODES CENTER
148 N TOPPING AVEKANSAS CITYMO64123NONEPCCOMMUNITY BEHAVIORAL HEALTH$17,000
MATTIE RHODES CENTER
148 N TOPPING AVEKANSAS CITYMO64123NONEPCEMERGENCY ASSISTANCE FOR CLIENTS$5,000
METROPOLITAN LUTHERAN MINISTRY
3031 HOLMES STKANSAS CITYMO64109NONEPCSUPPORTED HOUSING SERVICES$30,000
MINDDRIVE INCORPORATED
2615 HOLMES STKANSAS CITYMO64108NONEPCSTEM EDUCATIONAL PROGRAM SUPPORT$15,000
MISSION VISION PROJECT
PO BOX 32134KANSAS CITYMO641715134NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$7,500
METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA
3100 BROADWAY BLVD STE 400KANSAS CITYMO64111NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA
3100 BROADWAY BLVD STE 400KANSAS CITYMO64111NONEPCYOUTH-LED SEXUAL VIOLENCE PREVENTION$20,000
MUSIC-ARTS INSTITUTE
1010 SOUTH PEARL STINDEPENDENCEMO64050NONEPCSCHOLARSHIPS$5,000
LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL
2 MEMORIAL DRIVEKANSAS CITYMO64108NONEPCIN-PERSON FIELD TRIPS FOR KC METRO TITLE 1 SCHOOLS$10,000
NEWHOUSE INC
660 BROOKLYN PO BOX 240019KANSAS CITYMO64124NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
NORTHEAST COMMUNITY CENTER INC
544 WABASH AVEKANSAS CITYMO64124NONEPCHARMONY PROJECT KC$7,500
NORTHLAND ASSISTANCE CENTER
2018 GENTRY STNORTH KANSAS CITYMO64116NONEPCEXTEND A HELPING HAND (EMERGENCY ASSISTANCE PROGRAM)$10,000
NORTHLAND SHEPHERD'S CENTER
5601 NE ANTIOCH RD STE 12GLADSTONEMO64119NONEPCBREAKTIME CLUB: A CAREGIVER RESPITE PROGRAM$8,000
OPERATION BREAKTHROUGH INC
3039 TROOST AVEKANSAS CITYMO64109NONEPCSOCIAL SERVICES PROGRAM$30,000
OPERATION BREAKTHROUGH INC
3039 TROOST AVEKANSAS CITYMO64109NONEPCFOOD PROGRAMMING$3,000
PAWSPERITY INC
5805 TROOST AVEKANSAS CITYMO64110NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$10,000
PLANNED PARENTHOOD GREAT PLAINS
4401 W 109TH ST STE 200OVERLAND PARKKS66211NONEPCUSED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION$40,000
PROSPECT KC
11 E 40TH STKANSAS CITYMO64111NONEPCNOURISH KC COMMUNITY KITCHEN$15,000
REACH OUT AND READ KANSAS CITY
3901 RAINBOW BOULEVARDKANSAS CITYKS66103NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$5,000
REBUILDING TOGETHER KANSAS CITY INC
2050 PLUMBERS WY 150LIBERTYMO64068NONEPCSAFE AT HOME$8,500
REDISCOVER
1555 NE RICE RDLEES SUMMITMO64086NONEPCBEHAVIORAL HEALTH URGENT CARE CENTER EQUIPMENT NEEDS$30,000
REDISCOVER
1555 NE RICE RDLEES SUMMITMO64086NONEPCBEHAVIORAL HEALTH URGENT CARE CLINIC PROGRAM (BHUCC)$10,000
RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC
2502 CHERRY STKANSAS CITYMO64108NONEPCFAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL$17,500
ROSE BROOKS CENTER INC
PO BOX 8619KANSAS CITYMO64114NONEPCEMERGENCY SHELTER PROGRAM$20,000
SAFEHOME INC
8745 BALLENTINE ST PO BOX 4563OVERLAND PARKKS66214NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$15,000
SAMUEL U RODGERS HEALTH CENTER INC
825 EUCLID AVEKANSAS CITYMO64124NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$15,000
SAVE INC
3000 HARRISON STKANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
SETON CENTER INC
2816 E 23RD STKANSAS CITYMO64127NONEPCHOUSING STABILIZATION PROGRAM$15,000
THE SEWING LABS
526 CAMPBELL STKANSAS CITYMO64106NONEPCTHE SEWING SALON TRAINING PROGRAM$10,000
SHEFFIELD PLACE
6604 EAST 12TH STKANSAS CITYMO64126NONEPCMENTAL HEALTH SERVICES FOR HOMELESS MOTHERS & CHILDREN$15,000
SHEPHERDS CENTER OF KANSAS CITY CENTRAL
9200 WARD PARKWAYKANSAS CITYMO64114NONEPCINTEGRATED CONTINUUM OF CARE OF OLDER ADULTS$12,500
SHEPHERDS CENTER OF KANSAS CITY KANSAS INC
757 ARMSTRONG AVEKANSAS CITYKS66101NONEPCMINOR HOME REPAIR PROGRAM FOR SENIORS$15,000
START AT ZERO
5546 TROOST AVEKANSAS CITYMO64110NONEPCFAMILY HOME VISITING$17,000
SUNFLOWER HOUSE
15540 WEST 65TH STSHAWNEEKS66217NONEPCCHILD ABUSE PREVENTION EDUCATION PROGRAM$20,000
SYNERGY SERVICES INC
400 EAST 6TH STPARKVILLEMO64152NONEPCSTREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS)$10,000
TRANSITION ZONE (TZONE)
9004 E 96TH TERRKANSAS CITYMO64134NONEPCYOUTH IMPACT PROGRAM$5,000
TRUE LIGHT FAMILY RESOURCE CENTER
712 E 31ST STKANSAS CITYMO64109NONEPCREHOUSING PROGRAM FOR WOMEN IN TRANSITION$7,500
MO KAN 20-20 VISION INC DBA YOUTH LEAD KC
3105 GILLHAM RD STE 200KANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$15,000
URBAN PRODUCE PUSH
107 W 63RD ST 504KANSAS CITYMO64113NONEPCPRODUCE TO THE PEOPLE INITIATIVE$20,000
URBAN RANGER CORPS
5908 SWOPE PKWYKANSAS CITYMO641304241NONEPCUSED 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 NORTH 12TH STKANSAS CITYKS66102NONEPCUNCOMPENSATED CARE FOR PATIENTS$20,000
WILDWOOD OUTDOOR EDUCATION CENTER INC
7095 W 399TH STLACYGNEKS66040NONEPCGETTING KC KIDS TO CAMP$12,500
WOMENS EMPLOYMENT NETWORK
4328 MADISON AVEKANSAS CITYMO64111NONEPCWENS SIGNATURE PROGRAMMING AND SERVICES$15,000
YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY
6901 SHAWNEE MISSION PARKWAY STEOVERLAND PARKKS66202NONEPCLINWOOD Y GENERAL OPERATIONS$27,500300
YOUTH AMBASSADORS INC
3130 TROOST AVEKANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$13,000
YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC
905 MCGEE STKANSAS CITYMO64106NONEPCORCHESTRAL EDUCATION PROGRAM$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,902,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (67 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMETHYST PLACE INC
2750 TRACY AVEKANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$30,000
BOOST KC
6101 N CHESTNUTGLADSTONEMO64119NONEPCOPERATION SCHOOL BELL$6,000
BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL
10210 HOLMES RDKANSAS CITYMO64131NONEPCSCOUTREACH$12,500
CHILD ABUSE PREVENTION ASSOCIATION DBA CAPACARES
503 EAST 23RD ST SOUTHINDEPENDENCEMO64055NONEPCFAMILY SUPPORT SERVICES PROGRAM$10,000
CASA OF JOHNSON & WYANDOTTE COUNTIES INC
6400 GLENWOOD ST STE 100OVERLAND PARKKS66202NONEPCCHILD ADVOCACY PROGRAM$40,000
CATHOLIC CHARITIES OF NORTHEAST KANSAS INC
9720 W 87TH STOVERLAND PARKKS66212NONEPCFOOD PROGRAMMING$15,000
CHILD PROTECTION CENTER INC
2940 MAIN STKANSAS CITYMO64108NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
CHILDRENS CENTER FOR THE VISUALLY IMPAIRED
3101 MAIN STKANSAS CITYMO64111NONEPCTHERAPY AND SPECIALIZED SERVICES$20,000
THE CHILDRENS PLACE INC
6401 ROCKHILL RDKANSAS CITYMO64131NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$55,000
CORNERSTONES OF CARE
8150 WORNALL RDKANSAS CITYMO64114NONEPCHOME- AND SCHOOL-BASED THERAPIES FOR CHILDREN$30,000
COTERIE INC DBA COTERIE THEATRE
2450 GRAND BLVD STE 144KANSAS CITYMO641082516NONEPCUSED 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 AVEKANSAS CITYKS66105NONEPCCROSS-LINES COMMUNITY MARKET$15,000
CULTIVATE KANSAS CITY INC
4049 PENNSYLVANIA AVE STE 206KANSAS CITYMO64111NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$36,000
DON BOSCO COMMUNITY CENTER
580 CAMPBELL STKANSAS CITYMO64106NONEPCSENIOR NUTRITION PROGRAM$15,000
DONNELLY COLLEGE
608 N 18TH STKANSAS CITYKS66102NONEPCCOLLEGE COUNSELING CENTER PROGRAM$32,000
UNITED INNER CITY SERVICES DBA EARLYSTART
2008 EAST 12TH STKANSAS CITYMO64127NONEPCSECURITY NEEDS$40,000
EL CENTRO INC
650 MINNESOTA AVEKANSAS CITYKS66101NONEPCACADEMY FOR CHILDREN PROGRAM$20,000
FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY
9091 STATE LINE RDKANSAS CITYMO64114NONEPCRECOVERY SUPPORT NAVIGATION$25,000
FLOURISH FURNISHINGS DBA FLOURISH FURNITURE BANK
PO BOX 778GRANDVIEWMO64030NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$10,000
PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER
114 WEST 11TH STKANSAS CITYMO64105NONEPCFOLLY KIDS' SERIES$5,000
FOSTER ADOPT CONNECT INC
18600 EAST 37TH TERRACE SOUTHINDEPENDENCEMO64057NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
GAN CHABAD TORAH CENTER INC DBA ANNA AND MAX ZALCMAN TORAH LEARNING CENTER
8800 W 103RD STOVERLAND PARKKS66212NONEPCKC KOSHER MEALS ON WHEELS$10,000
GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC
10561 BARKLEY ST STE 101OVERLAND PARKKS66212NONEPCGIRL SCOUT STAFF-LED PROGRAMS$15,000
GROWING FUTURES EARLY EDUCATION CENTER INC
8155 SANTA FE DROVERLAND PARKKS66204NONEPCONSITE EARLY EDUCATION$10,000
GUADALUPE CENTER INC
1015 AVENIDA CESAR E CHAVEZKANSAS CITYMO64108NONEPCEMERGENCY ASSISTANCE FOR CLIENTS$75,000
HARRIMAN-JEWELL SERIES
500 COLLEGE HILL BOX 1015LIBERTYMO64068NONEPCSEASON EDUCATION EVENTS$20,000
HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS
5151 TROOST AVEKANSAS CITYMO64110NONEPCTRU EDUCATION$25,000
HARVESTERS-THE COMMUNITY FOOD NETWORK
3801 TOPPING AVEKANSAS CITYMO64129NONEPCFEEDING FAMILIES INITIATIVE$30,000
HEALTH PARTNERSHIP CLINIC INC
407 S CLAIRBORNE RD STE 104OLATHEKS66062NONEPCDENTAL OUTREACH SERVICES$7,500
HOPE FAITH MINISTRIES INC
705 VIRGINIA AVEKANSAS CITYMO64106NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$15,000
HOPE HOUSE INC
PO BOX 577LEES SUMMITMO64063NONEPCCHILDRENS SERVICES PROGRAM$50,000
JACKSON COUNTY CASA
2544 HOLMESKANSAS CITYMO64108NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
JEWISH FAMILY SERVICES
5801 WEST 115TH ST STE 103OVERLAND PARKKS66211NONEPCOLDER ADULT SERVICES$15,000
JEWISH FEDERATION OF GREATER KANSAS CITY
5801 W 115TH ST STE 201OVERLAND PARKKS662111824NONEPCCHESED FUND$200,000
JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY
4600 THE PASEOKANSAS CITYMO64110NONEPCSOCIAL WORK YOUTH PROGRAM$22,000
KANBES MARKETS
3119 TERRACE STKANSAS CITYMO64111NONEPCHEALTHY CORNER STORES$15,000
KANSAS CHILDREN'S SERVICE LEAGUE HEALTHY FAMILIES FUND
6025 METCALF LN STE 300OVERLAND PARKKS66202NONEPCHEALTHY FAMILIES KANSAS (JOHNSON & WYANDOTTE COUNTIES)$15,000
KANSAS CITY BALLET ASSOCIATION
500 WEST PERSHING RDKANSAS CITYMO64108NONEPCREACH OUT AND DANCE (R.O.A.D.)$30,000
KANSAS CITY COMMUNITY GARDENS INC
6917 KENSINGTON AVEKANSAS CITYMO64132NONEPCINDIVIDUAL AND FAMILY GARDENS PROGRAM$25,000
KANSAS CITY SYMPHONY
1644 WYANDOTTE STKANSAS CITYMO64108NONEPCYOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS$40,000
KANSAS CITY CARE CLINIC DBA KC CARE HEALTH CENTER
4435 MAIN STKANSAS CITYMO64111NONEPCORAL HEALTH PROGRAM CAPACITY BUILDING$20,000
LEAD TO READ INC
300 EAST 39TH STKANSAS CITYMO64111NONEPCREADING & MENTORING PROGRAM$7,500
LEVELUP KIDS INC
5416 NE ANTIOCH RDKANSAS CITYMO64119NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
MATTIE RHODES CENTER
148 N TOPPING AVEKANSAS CITYMO64123NONEPCCOMMUNITY BEHAVIORAL HEALTH$17,000
MISSION VISION PROJECT
PO BOX 32134KANSAS CITYMO641715134NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$7,500
METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA
3100 BROADWAY BLVD STE 400KANSAS CITYMO64111NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$20,000
LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL
2 MEMORIAL DRIVEKANSAS CITYMO64108NONEPCIN-PERSON FIELD TRIPS FOR KC METRO TITLE 1 SCHOOLS$20,000
NEWHOUSE INC
660 BROOKLYN PO BOX 240019KANSAS CITYMO64124NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$40,000
NORTHEAST COMMUNITY CENTER INC
544 WABASH AVEKANSAS CITYMO64124NONEPCHARMONY PROJECT KC$7,500
PLANNED PARENTHOOD GREAT PLAINS
4401 W 109TH ST STE 200OVERLAND PARKKS66211NONEPCUSED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR THEIR ORGANIZATION$80,000
REACH OUT AND READ KANSAS CITY
3901 RAINBOW BOULEVARDKANSAS CITYKS66103NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$5,000
REBUILDING TOGETHER KANSAS CITY INC
2050 PLUMBERS WY 150LIBERTYMO64068NONEPCSAFE AT HOME$17,000
REDISCOVER
1555 NE RICE RDLEES SUMMITMO64086NONEPCBEHAVIORAL HEALTH URGENT CARE CLINIC PROGRAM (BHUCC)$10,000
RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC
2502 CHERRY STKANSAS CITYMO64108NONEPCFAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL$35,000
SAVE INC
3000 HARRISON STKANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$40,000
THE SEWING LABS
526 CAMPBELL STKANSAS CITYMO64106NONEPCTHE SEWING SALON TRAINING PROGRAM$10,000
SHEFFIELD PLACE
6604 EAST 12TH STKANSAS CITYMO64126NONEPCMENTAL HEALTH SERVICES FOR HOMELESS MOTHERS & CHILDREN$15,000
SHEPHERDS CENTER OF KANSAS CITY CENTRAL
9200 WARD PARKWAYKANSAS CITYMO64114NONEPCINTEGRATED CONTINUUM OF CARE OF OLDER ADULTS$12,500
SHEPHERDS CENTER OF KANSAS CITY KANSAS INC
757 ARMSTRONG AVEKANSAS CITYKS66101NONEPCMINOR HOME REPAIR PROGRAM FOR SENIORS$15,000
START AT ZERO
5546 TROOST AVEKANSAS CITYMO64110NONEPCFAMILY HOME VISITING$34,000
SUNFLOWER HOUSE
15540 WEST 65TH STSHAWNEEKS66217NONEPCCHILD ABUSE PREVENTION EDUCATION PROGRAM$20,000
SYNERGY SERVICES INC
400 EAST 6TH STPARKVILLEMO64152NONEPCSTREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS)$10,000
MO KAN 20-20 VISION INC DBA YOUTH LEAD KC
3105 GILLHAM RD STE 200KANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$15,000
WILDWOOD OUTDOOR EDUCATION CENTER INC
7095 W 399TH STLACYGNEKS66040NONEPCGETTING KC KIDS TO CAMP$25,000
WOMENS EMPLOYMENT NETWORK
4328 MADISON AVEKANSAS CITYMO64111NONEPCWENS SIGNATURE PROGRAMMING AND SERVICES$15,000
YOUTH AMBASSADORS INC
3130 TROOST AVEKANSAS CITYMO64109NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$13,000
YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC
905 MCGEE STKANSAS CITYMO64106NONEPCORCHESTRAL EDUCATION PROGRAM$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,654,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$964,537ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,587,225ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,551,762ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,551,762TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Relationship Schedule Detail RelationshipScheduleDetail (8 entries)

Organization TypeOrganizationTypeDescRelationship DescriptionRelationshipDescriptionTxt
ANN A TRAVER CHARITABLE TRUST B
501(C)(4)COMMON TRUSTEE
IVY J TRIMMER - CHRISTIAN CHURCH
501(C)(4)COMMON TRUSTEE
IVY J TRIMMER TRUST
501(C)(4)COMMON TRUSTEE
ALICE G OGG TRUST UNDER WILL
501(C)(4)COMMON TRUSTEE
MARY HARTMANN FOUNDATION
501(C)(4)COMMON TRUSTEE
SHAARE SHOLEM CEMETERY TRUST
501(C)(4)COMMON TRUSTEE
ADATH JOSEPH CEMETERY FUND
501(C)(4)COMMON TRUSTEE
NINA BOZARTH TUW FBO KAMPF CEMETERY
501(C)(4)COMMON TRUSTEE

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (43 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS NT 6.15% 11/30/37$49,800$54,681
ATMOS ENERGY NT 1.5% 1/15/31$69,696$61,081
BAIRD AGGREGATE BOND FUND IS$1,191,589$1,163,128
BANK OF AMERICA NT V/R 2/7/30$65,000$64,106
BANK OF NY MELLON NT V/R 2/1/34$60,000$59,287
BAPTIST HLTH FL NT 4.342% 11/15/41$50,400$43,997
BP CAP MARKETS NT 4.234% 11/6/28$65,000$65,017
BURLINGTON NORTH NT 3.9% 8/1/46$64,479$50,794
COMMERCE BOND FUND #333$180,000$185,767
CRVNA 2022-P3 CL A3 4.61% 11/10/27$3,890$3,891
DODGE & COX INCOME FD$2,236,423$2,214,252
FL POWER & LIGHT NT 3.8% 12/15/42$49,752$40,357
HONEYWELL INTL NT 2.5% 11/1/26$70,825$74,331
JPMORGAN CHASE NT V/R 1/23/29$65,000$63,950
LOUISVILLE GAS NT 4.65% 11/15/43$67,897$53,838
MASTERCARD INC NT 2.95% 6/1/29$69,903$67,466
MORGAN STANLEY NT V/R 1/23/30$64,487$64,708
NEVADA POWER NT 6.75% 7/1/37$73,453$60,986
PG&E WILDFIRE REC NT 3.594% 6/1/30$37,664$36,947
PRUDENTIAL FNDG NT 3.125% 4/14/30$59,815$61,843
PUB SVC ELEC & GAS NT 5.5% 3/1/40$44,784$45,106
SHELL INTL NT 4% 5/10/46$50,684$47,606
SSM HEALTH CARE NT 3.823% 6/1/27$55,000$54,619
TRANS-CANADA PL NT 7.25% 8/15/38$51,288$45,582
UNION PACIFIC RR NT 2.695% 5/12/27$39,399$38,812
WELLS FARGO & CO NT V/R 10/30/30$70,000$66,044
WW GRAINGER NT 3.75% 5/15/46$44,695$34,817
BANK OF MONTREAL NT 5.717% 9/25/28$60,976$61,784
BRISTOL MYERS NT 5.9% 11/15/33$54,872$58,953
GOLDMAN SACHS BK NT V/R 5/21/27$55,000$55,068
PNC FINANCIAL SVCS NT 1.15% 8/13/26$59,887$59,342
STATE STREET CORP NT V/R 8/4/33$70,000$67,530
TOYOTA MOTOR CREDIT NT 4.55% 8/9/29$59,878$60,356
US BANCORP NT V/R 1/27/28$60,000$58,954
ADOBE INC NT 2.3% 2/1/30$51,451$50,845
AMERICAN EXPRESS NT V/R 4/25/31$60,000$60,999
CUMMINS INC NT 4.7% 2/15/31$64,682$65,673
DEERE FUNDING NT 4.15% 10/9/30$54,956$54,292
FNR 2021-28 CL KP 2% 3/25/51$58,818$58,629
FNR 2024-5 CL GB 5% 9/25/50$42,684$42,559
IDAHO PWR CO NT 5.2% 8/15/34$54,956$55,739
LOEWS CORP NT 4.94% 4/1/36$49,960$48,931
SERVICENOW NT 1.4% 9/1/30$52,837$52,061

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$61,954$81,559
ALPHABET INC CL A$54,541$435,653
AMAZON COM INC$72,330$315,529
AMER CENT SM CAP GRWTH-Y$296,718$327,408
AMPHENOL CORP CL-A$20,103$98,553
APPLE INC$110,191$856,541
ARTISAN MID CAP FUND-INS$253,698$232,011
BLCKRCK SYST MULTI STR-K$949,883$986,634
CADENCE DESIGN SYSTEMS INC$27,377$62,521
CAUSEWAY EMERGING MARKETS-IS$834,013$927,548
CHENIERE ENERGY INC$41,728$86,547
CLEARBRIDGE SMALL CAP GR IS$207,388$337,277
COMMERCE MIDCAP GROWTH FUND$574,969$603,336
COMMERCE VALUE FUND INSTITUTIONAL$2,179,570$2,813,886
COPART INC$54,336$46,812
COSTCO WHSL CORP NEW$69,504$104,625
DFA INTL SMALL CO PORTFOLIO$632,027$1,022,184
DFA US LARGE CAP VALUE PORTFOLIO$1,915,608$2,920,213
DFA US TARGETED VALUE PORTFOLIO$718,093$1,031,904
DODGE & COX INTERNATIONAL STOCK FUND$184,934$279,492
FIDELITY MID CAP GRW INDX$401,124$457,899
FIDELITY MID CAP VAL INDX$1,594,230$1,885,464
FISERV INC$35,219$23,436
HILTON WORLDWIDE HOLDINGS INC$34,466$85,142
HOME DEPOT INC$31,918$62,489
HONEYWELL INTL INC$53,767$70,069
LAZARD EMERGING MARKETS EQUITY PORT$588,462$934,567
MASTERCARD INCORPORATED CLASS A$46,856$92,437
MCKESSON CORP$39,111$86,536
MFS RESEARCH INTERNAT R6$1,570,590$2,555,746
MSCI INC-A$59,508$67,376
NVIDIA CORP$134,600$885,080
PALO ALTO NETWORKS INC$19,347$54,509
PGIM JENNISON M/C GROWTH CL R6$254,000$163,158
PTC INC$47,474$49,872
ROLLINS INCORPORATED$27,543$57,042
T ROWE PR GROWTH STOCK-I$210,614$319,528
T ROWE PR NEW HORIZONS-I$168,172$153,648
T ROWE PR OVERSEAS STOCK-I$1,385,000$1,949,866
TESLA MOTORS INC$131,071$256,508
TRACTOR SUPPLY COMPANY$48,880$53,681
WASTE MGMT INC DEL$47,045$68,937
ZOETIS INC$61,142$50,239
ILLINOIS TOOL WORKS INC$35,697$74,183
LILLY ELI & CO$78,601$151,762
MCDONALDS CORP$46,350$73,036
MICROSOFT CORP$175,009$620,035
STRYKER CORP$24,881$59,146
VISA INC CLASS A SHARES$57,006$116,362
AMGEN INC$69,981$84,444
BENTLEY SYSTEMS INC$62,142$45,129
BOOKING HOLDINGS INC$45,306$42,103
BROADCOM INC$134,919$326,533
BROADRIDGE FINANCIAL SOL$57,804$40,620
CORPAY INC COM$40,837$49,468
DROPBOX INC$57,376$49,870
DYNATRACE INC$59,388$42,342
GODADDY INC CL A$29,105$28,108
INTUIT$43,848$38,914
META PLATFORMS INC$116,408$217,409
MOTOROLA SOLUTIONS INC$52,839$73,775
NETFLIX.COM INC$81,220$91,343
NUVEEN L/C GROWTH INDEX FD-R6 #7292$1,435,988$2,692,773
NUVEEN LARGE CAP VALUE INDEX FUND-R6$2,786,759$4,129,306
PERFORMANCE FOOD GROUP CO$44,457$62,104
ROCKWELL AUTOMATION INC$50,951$66,393
SALESFORCE INC$86,034$48,534
SERVICENOW INC$52,195$36,593
SPOTIFY TECHNOLOGY SA$36,407$48,491
TARGA RESOURCES CORP$35,251$92,770
TJX COS INC$62,745$87,835
TKO GROUP HOLDINGS INC$56,843$77,635
TRADEWEB MARKETS INC$36,418$53,535
TYLER TECHNOLOGIES INC$60,082$35,950
WORKDAY INC-CLASS A$77,815$36,378
CASEYS GENERAL STORES INC$59,305$87,343
CBRE GROUP INC$61,551$62,312
FIDELITY TTL INTL INDX$707,244$688,119
SOLSTICE ADVANCED MATL$3,293$5,864

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,313,225USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,180,585USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$693,113StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$619,816StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJPMORGAN HEDGED EQUITY-R6CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$922,079BookValueAmt
EOYFMV$1,198,809EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
THOMAS HART BENTON$1,150$2$1,150
UNKNOWN AMERICAN MANUFACTURER$975$3$975

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE EXPENSESDesc
Revenue And Expenses Per Books$1,054RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,054DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX ESTIMATES$37,173$0$0
EXCISE TAX-PRIVATE FOUNDATION$3,691$0$0