OPPENSTEIN BROTHERS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OPPENSTEIN BROTHERS FOUNDATION (EIN 43-6203035)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-08-13
- IRS object ID
- 202542259349100529
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T17:45:47-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436203035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPENSTEIN BROTHERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPPE | BusinessNameControlTxt |
| Phone | 8162342704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COMMERCE BANK TRUSTEE PO BOX 4192 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416248 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8162342704 | PhoneNum |
| Signature | 2025-08-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,861,547 | 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 | $979,961 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $978,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,869,328 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,726,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,869,328 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,849,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,848,323 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $415,629 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $208,651 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $206,978 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $445 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $449,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $208,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $207,423 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,092,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,729,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,541,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $208,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,936,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $307,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,639,672 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $868,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $750,016 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $750,016 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,388,859 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,456,360 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,207,022 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,671,844 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,486,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,807,797 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,825,750 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,821,571 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,639,048 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $1,831,084 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,507,581 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,331,878 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $4,687,587 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $922,079 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,123,661 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,125 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,125 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,273,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,946,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,861,547 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,107,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,470,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,107,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,470,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $33,166,390 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,476,125 | 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 | $33,166,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,476,125 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,273,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,946,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,166,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $307,610 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,125 | OtherIncreasesAmt |
| Subtotal | $33,476,125 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,476,125 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $5,726,302 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,856,974 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,869,328 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,869,328 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,869,328 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,691 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,691 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,691 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,691 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | COMMERCE BANK NA | IndividualWithBooksNm |
| Phone | 8162342704 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419248 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416248 | 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 | $208,651 | $0 | $0 |
| COMMERCE BANK NA CHARITY OFFICE | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | CORP. TRUSTEE | 40.00 | $181,617 | $0 | $0 |
| COMMERCE BANK NA CHARITY MGMT | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | CORP. TRUSTEE | 5.00 | $25,361 | $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 | $43,030,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $610,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,125 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,643,559 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,643,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $654,653 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,988,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,149,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,149,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,691 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,691 | TotalTaxAmt |
| Distributable Before Adj | $2,112,754 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,112,754 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,112,754 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,936,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,936,923 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,112,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,844,349 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,936,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,844,349 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,574 | 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 | $2,020,180 | 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 | 1000 WALNUT SUITE 1560 | 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 (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITY KC | ||||||||
| 3101 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | THERAPEUTIC PRESCHOOL & THERAPY SERVICES | $30,000 | |
| AD HOC GROUP AGAINST CRIME | ||||||||
| 104 VIETNAM VETERANS MEMORIAL | KANSAS CITY | MO | 66204 | NONE | PC | AD HOCS STORY BANKING PROJECT | $3,500 | |
| AFTER THE HARVEST | ||||||||
| 6320 BROOKSIDE PLZ STE 504 | KANSAS CITY | MO | 64113 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| AMERICAN PUBLIC SQUARE INC | ||||||||
| 300 E 39TH ST STE 2S | KANSAS CITY | MO | 64111 | NONE | PC | CIVICS EDUCATION INITIATIVE | $10,000 | |
| AMETHYST PLACE INC | ||||||||
| 2735A 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 | $15,000 | |
| GAN CHABAD TORAH CENTER INC DBA ANNA AND MAX ZALCMAN TORAH LEARNING CENTER | ||||||||
| 8800 W 103RD ST | OVERLAND PARK | KS | 66212 | NONE | PC | KC KOSHER MEALS ON WHEELS | $5,000 | |
| ARTISTS HELPING THE HOMELESS | ||||||||
| 3625 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL PROGRAMMING SUPPORT | $7,500 | |
| ASSISTANCE LEAGUE OF KANSAS CITY | ||||||||
| 6101 N CHESTNUT | GLADSTONE | MO | 64119 | NONE | PC | OPERATION SCHOOL BELL | $6,000 | |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | SCOUTREACH | $12,500 | |
| BOYS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | PROJECT LEARN | $30,000 | STE 102 |
| BOYS GROW CORP | ||||||||
| 9301 E STATE ROUTE 150 | KANSAS CITY | MO | 641491131 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $7,500 | |
| CARE BEYOND THE BOULEVARD INC | ||||||||
| 3150 FIBERGLASS RD | KANSAS CITY | KS | 66115 | NONE | PC | GENERAL PROGRAMMING | $5,000 | |
| CARE BEYOND THE BOULEVARD INC | ||||||||
| 3150 FIBERGLASS RD | KANSAS CITY | KS | 66115 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $5,000 | |
| CASA OF JOHNSON & WYANDOTTE COUNTIES INC | ||||||||
| 6400 GLENWOOD ST STE 100 | OVERLAND PARK | KS | 66202 | NONE | PC | CHILD ADVOCACY PROGRAM | $20,000 | |
| CATHOLIC CHARITIES OF KC-ST JOSEPH INC | ||||||||
| 8001 LONGVIEW RD | KANSAS CITY | MO | 64134 | NONE | PC | EMERGENCY ASSISTANCE-WELCOME CENTER | $15,000 | |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS INC | ||||||||
| 9720 W 87TH ST | OVERLAND PARK | KS | 66212 | NONE | PC | REFUGEE MATCH GRANT PROGRAM | $12,500 | |
| CENTER FOR CONFLICT RESOLUTION | ||||||||
| 300 E 39TH ST STE 2B | 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 | $10,000 | |
| CHILD ABUSE PREVENTION ASSOCIATION | ||||||||
| 503 E 23RD ST | INDEPENDENCE | MO | 640551502 | NONE | PC | FAMILY SUPPORT SERVICES PROGRAM | $10,000 | |
| CHILD PROTECTION CENTER INC | ||||||||
| 2940 MAIN 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 | $20,000 | |
| CHILDRENS CENTER FOR THE VISUALLY IMPAIRED | ||||||||
| 3101 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | THERAPY AND SPECIALIZED SERVICES | $20,000 | |
| THE CHILDRENS PLACE INC | ||||||||
| 6401 ROCKHILL RD | KANSAS CITY | MO | 64131 | NONE | PC | DAY TREATMENT SERVICES PROGRAM | $25,000 | |
| CITY YEAR INC | ||||||||
| 2301 MCGEE ST | KANSAS CITY | MO | 64108 | NONE | PC | WHOLE SCHOOL, WHOLE CHILD PROGRAM | $5,000 | |
| COMMUNITY LINC | ||||||||
| 4012 TROOST AVENUE | KANSAS CITY | MO | 64110 | NONE | PC | FAMILY ELEVATION PROGRAMMING | $20,000 | |
| COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY | ||||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | BRIDGES TO CAREER OPPORTUNITIES | $15,000 | |
| CORNERSTONES OF CARE | ||||||||
| 300 E 36TH ST | KANSAS CITY | MO | 64111 | NONE | PC | HOME- AND SCHOOL-BASED THERAPIES FOR CHILDREN | $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 WEST LINWOOD BLVD | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| CROSS-LINES COMMUNITY OUTREACH INC | ||||||||
| 736 SHAWNEE AVE | KANSAS CITY | KS | 66105 | NONE | PC | CROSS-LINES COMMUNITY MARKET | $15,000 | |
| CULTIVATE KANSAS CITY INC | ||||||||
| 4049 PENNSYLVANIA AVE STE 206 | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $17,500 | |
| 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 | |
| DELLA LAMB COMMUNITY SERVICES | ||||||||
| 500 WOODLAND AVE | KANSAS CITY | MO | 64106 | NONE | PC | BOX TRUCK FOR RESETTLEMENT EFFORTS | $30,000 | |
| DON BOSCO COMMUNITY CENTER | ||||||||
| 580 CAMPBELL ST | KANSAS CITY | MO | 64106 | NONE | PC | SENIOR NUTRITION PROGRAM | $15,000 | |
| DONNELLY COLLEGE | ||||||||
| 608 N 18TH ST | KANSAS CITY | KS | 66102 | NONE | PC | COLLEGE COUNSELING CENTER PROGRAM | $16,000 | |
| UNITED INNER CITY SERVICES DBA EARLYSTART | ||||||||
| 2008 E 12TH ST | KANSAS CITY | MO | 64127 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| EL CENTRO INC | ||||||||
| 650 MINNESOTA AVE | KANSAS CITY | KS | 66101 | NONE | PC | ACADEMY FOR CHILDREN PROGRAM | $10,000 | |
| THE FAMILY CONSERVANCY | ||||||||
| 444 MINNESOTA AVE STE 200 | KANSAS CITY | KS | 66101 | NONE | PC | OUTPATIENT MENTAL HEALTH THERAPY FOR CHILDREN | $15,000 | |
| FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY | ||||||||
| 9091 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | RECOVERY SUPPORT NAVIGATION & 24/7 CRISIS CALL LINE | $10,000 | |
| FLOURISH FURNISHINGS DBA FLOURISH FURNITURE BANK | ||||||||
| PO BOX 778 | GRANDVIEW | MO | 64030 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $5,000 | |
| PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER | ||||||||
| 1020 CENTRAL ST STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | FOLLY KIDS' SERIES | $5,000 | |
| FOSTER ADOPT CONNECT INC | ||||||||
| 18600 E 37TH TERR S | INDEPENDENCE | MO | 64057 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC | ||||||||
| 10561 BARKLEY ST STE 101 | OVERLAND PARK | KS | 66212 | NONE | PC | GIRL SCOUT OUTREACH PROGRAM | $15,000 | |
| GUADALUPE CENTER INC | ||||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | GUADALUPE CENTERS AFTER SCHOOL AND DROP-IN SITE | $20,000 | |
| HAPPYBOTTOMS | ||||||||
| 303 W 79TH ST | KANSAS CITY | MO | 64114 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $13,000 | |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | ||||||||
| 500 COLLEGE HILL BOX 1015 | LIBERTY | MO | 64068 | NONE | PC | 2022/2023 SEASON EDUCATION EVENTS | $10,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS | ||||||||
| 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 FAMILIES INITIATIVE | $30,000 | |
| HEALTH PARTNERSHIP CLINIC INC | ||||||||
| 407 S CLAIRBORNE RD STE 104 | OLATHE | KS | 66062 | NONE | PC | DENTAL OUTREACH SERVICES | $7,500 | |
| HEARTLAND CHAMBER MUSIC LTD | ||||||||
| 1600 GENESSEE ST STE 824 | KANSAS CITY | MO | 64102 | NONE | PC | STRING SPROUTS PROGRAM | $5,000 | |
| HOPE FAITH MINISTRIES INC | ||||||||
| 705 VIRGINIA AVE | KANSAS CITY | MO | 64106 | NONE | PC | USED 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 577 | LEES SUMMIT | MO | 64063 | NONE | PC | CHILDRENS SERVICES PROGRAM | $25,000 | |
| INDEPENDENCE BOULEVARD CHRISTIAN CHURCH | ||||||||
| 606 GLADSTONE AVE | KANSAS CITY | MO | 641242596 | NONE | PC | KITCHEN REPAIRS | $10,000 | |
| 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 | $20,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 425 E 63RD ST | KANSAS CITY | MO | 64110 | NONE | PC | OLDER ADULT SERVICES | $15,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 W 115TH ST STE 201 | OVERLAND PARK | KS | 662111824 | NONE | PC | CHESED FUND & CAREER SKILLS AND CONNECTIONS | $100,000 | |
| JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY | ||||||||
| 4600 PASEO BLVD | KANSAS CITY | MO | 64110 | NONE | PC | SOCIAL WORK YOUTH PROGRAM | $22,000 | |
| JOURNEY TO NEW LIFE INC | ||||||||
| 3120 TROOST AVE | KANSAS CITY | MO | 641091844 | NONE | PC | WOMEN'S REENTRY RESIDENCE PROGRAM | $10,000 | |
| KANBES MARKETS | ||||||||
| 3119 TERRACE ST | KANSAS CITY | MO | 64111 | NONE | PC | HEALTHY CORNER STORES | $15,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION FBO KANSAS CHILDREN'S SERVICE LEA | ||||||||
| 6025 METCALF LN STE 300 | OVERLAND PARK | KS | 66202 | NONE | PC | HEALTHY FAMILIES JOHNSON COUNTY | $15,000 | |
| KANSAS CITY BALLET ASSOCIATION | ||||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | REACH OUT AND DANCE (R.O.A.D.) | $15,000 | |
| KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC | ||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL PROGRAM SUPPORT FOR TITLE I STUDENTS | $15,000 | |
| KANSAS CITY COMMUNITY GARDENS INC | ||||||||
| 6917 KENSINGTON AVE | KANSAS CITY | MO | 64132 | NONE | PC | INDIVIDUAL & FAMILY GARDENS PROGRAM | $10,000 | |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||||
| 1714 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | AILEYCAMP | $25,000 | |
| KANSAS CITY REPERTORY THEATRE INC | ||||||||
| 4825 TROOST AVE STE 101 | KANSAS CITY | MO | 641102030 | NONE | PC | EDUCATION PROGRAMS | $5,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS | $20,000 | |
| THE LAUNCHCODE FOUNDATION | ||||||||
| 4811 DELMAR BLVD | ST LOUIS | MO | 63108 | NONE | PC | KANSAS CITY INCLUSIVE TECH CAREER ACCELERATOR PROGRAM | $5,000 | |
| LEAD TO READ INC | ||||||||
| PO BOX 411006 | KANSAS CITY | MO | 64141 | NONE | PC | GENERAL PROGRAMMING SUPPORT | $7,500 | |
| LEGAL AID OF WESTERN MISSOURI | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | DOMESTIC VIOLENCE INTERVENTION PROGRAM | $15,000 | STE 300 |
| LEVELUP KIDS INC | ||||||||
| 5416 NE ANTIOCH RD | KANSAS CITY | MO | 64119 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $8,000 | |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 641084603 | NONE | PC | SUBSIDIZED SCHOOL PROGRAM | $10,000 | |
| LITERACY KANSAS CITY | ||||||||
| 3036 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | ADULT EDUCATION & LITERACY PROGRAMS | $12,500 | |
| MATTIE RHODES CENTER | ||||||||
| 148 N TOPPING AVENUE | KANSAS CITY | MO | 64123 | NONE | PC | COMMUNITY BEHAVIORAL HEALTH SERVICES | $15,000 | |
| METROPOLITAN LUTHERAN MINISTRY | ||||||||
| 3031 HOLMES ST | KANSAS CITY | MO | 641091435 | NONE | PC | SUPPORTED HOUSING SERVICES | $30,000 | |
| METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA | ||||||||
| 3100 BROADWAY STE 400 | KANSAS CITY | MO | 64111 | NONE | PC | YOUTH-LED SEXUAL VIOLENCE PREVENTION PROGRAM | $20,000 | |
| MINDDRIVE INCORPORATED | ||||||||
| 2615 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | STEM EDUCATIONAL PROGRAM SUPPORT | $12,500 | |
| MUSIC-ARTS INSTITUTE | ||||||||
| 1010 S PEARL ST | INDEPENDENCE | MO | 64050 | NONE | PC | SCHOLARSHIPS | $7,500 | |
| NEWHOUSE INC | ||||||||
| 660 BROOKLYN | KANSAS CITY | MO | 64124 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $20,000 | |
| NORTHEAST COMMUNITY CENTER INC | ||||||||
| 544 WABASH AVE | KANSAS CITY | MO | 64124 | NONE | PC | HARMONY PROJECT KC | $5,000 | |
| NORTHLAND ASSISTANCE CENTER | ||||||||
| 2018 GENTRY ST | NORTH KANSAS CITY | MO | 64116 | NONE | PC | EMERGENCY ASSISTANCE PROGRAM | $10,000 | |
| NORTHLAND EARLY EDUCATION CENTER | ||||||||
| 8630 N OAK TRFY | KANSAS CITY | MO | 64155 | NONE | PC | EARLY INTERVENTION SERVICES PROGRAM | $10,000 | |
| NORTHLAND SHEPHERD'S CENTER | ||||||||
| 5601 NE ANTIOCH RD STE 12 | GLADSTONE | MO | 64119 | NONE | PC | COMMUNITY CONNECTIONS | $8,000 | |
| OPERATION BREAKTHROUGH INC | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 641091540 | NONE | PC | SOCIAL SERVICES PROGRAM | $30,000 | |
| OUR SPOT KC | ||||||||
| 500 N 7TH ST TRAFFICWAY | KANSAS CITY | KS | 66101 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $3,000 | |
| PAWSPERITY INC | ||||||||
| 5805 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | USED 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 | OVERLAND PARK | KS | 66211 | NONE | PC | INCREASING ACCESS TO CARE AND EDUCATION IN GREATER KANSAS CITY | $40,000 | |
| KU ENDOWMENT ASSOCIATION FBO REACH OUT AND READ KANSAS CITY | ||||||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66160 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $5,000 | |
| REBUILDING TOGETHER KANSAS CITY INC | ||||||||
| 2050 PLUMBERS WY 150 | LIBERTY | MO | 64068 | NONE | PC | SAFE AT HOME PROGRAM | $7,500 | |
| REDISCOVER | ||||||||
| 1555 NE RICE RD | LEES SUMMIT | MO | 64086 | NONE | PC | BEHAVIORAL HEALTH URGENT CARE CLINIC (BHUCC) | $10,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC | ||||||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | FAMILY ROOM PROGRAM AT CHILDREN'S MERCY HOSPITAL | $15,000 | |
| ROSE BROOKS CENTER INC | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | NONE | PC | EMERGENCY SHELTER PROGRAM | $20,000 | |
| SAFEHOME INC | ||||||||
| 8745 BALLENTINE ST | OVERLAND PARK | KS | 66214 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $15,000 | |
| SAVE INC | ||||||||
| PO BOX 45301 | KANSAS CITY | MO | 64171 | NONE | PC | PRIDE HAVEN | $10,000 | |
| SAVE INC | ||||||||
| PO BOX 45301 | KANSAS CITY | MO | 64171 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $18,000 | |
| SETON CENTER INC | ||||||||
| 2816 E 23RD ST | KANSAS CITY | MO | 64127 | NONE | PC | CHILDREN'S DENTAL SERVICES | $15,000 | |
| SHEFFIELD PLACE | ||||||||
| 6604 E 12TH ST | KANSAS CITY | MO | 641262208 | NONE | PC | MENTAL HEALTH SERVICES FOR HOMELESS MOTHERS & CHILDREN | $15,000 | |
| SHEFFIELD PLACE | ||||||||
| 6604 E 12TH ST | KANSAS CITY | MO | 641262208 | NONE | PC | BUILDING FOR TOMORROW CAMPAIGN | $20,000 | |
| KANSAS CITY RESCUE MISSION DBA SHELTER KC A KANSAS CITY RESCUE MISSION | ||||||||
| 1520 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | EXPANSION OF SHELTER KCS MENS CENTER | $40,000 | |
| SHEPHERDS CENTER OF KANSAS CITY CENTRAL | ||||||||
| 9200 WARD PKWY | KANSAS CITY | MO | 64114 | NONE | PC | INTEGRATED CONTINUUM OF CARE OF OLDER ADULTS | $10,000 | |
| SHEPHERDS CENTER OF KANSAS CITY KANSAS INC | ||||||||
| 757 ARMSTRONG AVE | KANSAS CITY | KS | 66101 | NONE | PC | MINOR HOME REPAIR PROGRAM FOR SENIORS | $15,000 | |
| START AT ZERO | ||||||||
| 5508 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | FAMILY HOME VISITING | $17,000 | |
| SUNFLOWER HOUSE | ||||||||
| 15440 W 65TH ST | SHAWNEE | KS | 66217 | NONE | PC | CHILD ABUSE PREVENTION EDUCATION PROGRAM | $20,000 | |
| SYNERGY SERVICES INC | ||||||||
| 400 E 6TH ST | PARKVILLE | MO | 641523703 | NONE | PC | STREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) | $10,000 | |
| TRANSITION ZONE (TZONE) | ||||||||
| 9004 E 96TH TERR | KANSAS CITY | MO | 64134 | NONE | PC | YOUTH IMPACT PROGRAM | $5,000 | |
| TRUE LIGHT FAMILY RESOURCE CENTER | ||||||||
| 712 E 31ST ST | KANSAS CITY | MO | 64109 | NONE | PC | REHOUSING PROGRAM FOR WOMEN IN TRANSITION | $7,500 | |
| MO KAN 20-20 VISION INC DBA 2020 LEADERSHIP | ||||||||
| 3105 GILLHAM ROAD STE 200 | 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 | $12,500 | |
| 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 | KANSAS CITY | KS | 66102 | NONE | PC | CENTRAL CLINIC RENOVATION & EXPANSION OF 2ND AND 3RD FLOORS | $30,000 | |
| WILDWOOD OUTDOOR EDUCATION CENTER INC | ||||||||
| 7095 W 399TH ST | LACYGNE | KS | 66040 | NONE | PC | SUMMER CAMP PROGRAMS | $10,000 | |
| WOMENS EMPLOYMENT NETWORK | ||||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | WENS SIGNATURE PROGRAMMING AND SERVICES | $15,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY | ||||||||
| 3100 BROADWAY STE 1020 | KANSAS CITY | MO | 64111 | NONE | PC | LINWOOD Y YOUTH DEVELOPMENT CONTINUUM | $27,500 | |
| YOUTH AMBASSADORS INC | ||||||||
| 5809 MICHIGAN AVE | KANSAS CITY | MO | 64130 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $12,500 | |
| YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC | ||||||||
| 1111 W 39TH ST STE A128 | KANSAS CITY | MO | 64111 | NONE | PC | ORCHESTRAL EDUCATION PROGRAM | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,729,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTISTS HELPING THE HOMELESS | ||||||||
| 3625 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL PROGRAMMING SUPPORT | $7,500 | |
| ASSISTANCE LEAGUE OF KANSAS CITY | ||||||||
| 6101 N CHESTNUT | GLADSTONE | MO | 64119 | NONE | PC | OPERATION SCHOOL BELL | $12,000 | |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | SCOUTREACH | $25,000 | |
| BOYS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | PROJECT LEARN | $30,000 | STE 102 |
| BOYS GROW CORP | ||||||||
| 9301 E STATE ROUTE 150 | KANSAS CITY | MO | 641491131 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $7,500 | |
| CARE BEYOND THE BOULEVARD INC | ||||||||
| 3150 FIBERGLASS RD | KANSAS CITY | KS | 66115 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $10,000 | |
| CASA OF JOHNSON & WYANDOTTE COUNTIES INC | ||||||||
| 6400 GLENWOOD ST STE 100 | OVERLAND PARK | KS | 66202 | NONE | PC | CHILD ADVOCACY PROGRAM | $60,000 | |
| CHILD PROTECTION CENTER INC | ||||||||
| 2940 MAIN 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 | $40,000 | |
| CHILDRENS CENTER FOR THE VISUALLY IMPAIRED | ||||||||
| 3101 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | THERAPY AND SPECIALIZED SERVICES | $40,000 | |
| COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY | ||||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | BRIDGES TO CAREER OPPORTUNITIES | $15,000 | |
| CORNERSTONES OF CARE | ||||||||
| 300 E 36TH ST | KANSAS CITY | MO | 64111 | NONE | PC | GILLIS CAMPUS PROGRAM SUPPORT | $60,000 | |
| 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 | |
| DE LA SALLE EDUCATION CENTER | ||||||||
| 3737 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $25,000 | |
| DON BOSCO COMMUNITY CENTER | ||||||||
| 580 CAMPBELL ST | KANSAS CITY | MO | 64106 | NONE | PC | SENIOR NUTRITION PROGRAM | $30,000 | |
| PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER | ||||||||
| 1020 CENTRAL ST STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | FOLLY KIDS' SERIES | $10,000 | |
| FOSTER ADOPT CONNECT INC | ||||||||
| 18600 E 37TH TERR S | INDEPENDENCE | MO | 64057 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $40,000 | |
| GUADALUPE CENTER INC | ||||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | GUADALUPE CENTERS AFTER SCHOOL AND DROP-IN SITE | $20,000 | |
| HAPPYBOTTOMS | ||||||||
| 303 W 79TH ST | KANSAS CITY | MO | 64114 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $13,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | TRU EDUCATION | $50,000 | |
| HARVESTERS-THE COMMUNITY FOOD NETWORK | ||||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | FEEDING FAMILIES INITIATIVE | $60,000 | |
| HEALTH PARTNERSHIP CLINIC INC | ||||||||
| 407 S CLAIRBORNE RD STE 104 | OLATHE | KS | 66062 | NONE | PC | DENTAL OUTREACH SERVICES | $15,000 | |
| 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 | $40,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 W 115TH ST STE 201 | OVERLAND PARK | KS | 662111824 | NONE | PC | CHESED FUND & CAREER SKILLS AND CONNECTIONS | $300,000 | |
| KANBES MARKETS | ||||||||
| 3119 TERRACE ST | KANSAS CITY | MO | 64111 | NONE | PC | HEALTHY CORNER STORES | $30,000 | |
| KANSAS CITY REPERTORY THEATRE INC | ||||||||
| 4825 TROOST AVE STE 101 | KANSAS CITY | MO | 641102030 | NONE | PC | EDUCATION PROGRAMS | $5,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | YOUTH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS | $20,000 | |
| LEGAL AID OF WESTERN MISSOURI | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | DOMESTIC VIOLENCE INTERVENTION PROGRAM | $15,000 | STE 300 |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 641084603 | NONE | PC | SUBSIDIZED SCHOOL PROGRAM | $30,000 | |
| LITERACY KANSAS CITY | ||||||||
| 3036 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | ADULT EDUCATION & LITERACY PROGRAMS | $12,500 | |
| METROPOLITAN LUTHERAN MINISTRY | ||||||||
| 3031 HOLMES ST | KANSAS CITY | MO | 641091435 | NONE | PC | SUPPORTED HOUSING SERVICES | $30,000 | |
| METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA | ||||||||
| 3100 BROADWAY STE 400 | KANSAS CITY | MO | 64111 | NONE | PC | YOUTH-LED SEXUAL VIOLENCE PREVENTION PROGRAM | $60,000 | |
| MUSIC-ARTS INSTITUTE | ||||||||
| 1010 S PEARL ST | INDEPENDENCE | MO | 64050 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| OPERATION BREAKTHROUGH INC | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 641091540 | NONE | PC | SOCIAL SERVICES PROGRAM | $30,000 | |
| PAWSPERITY INC | ||||||||
| 5805 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $10,000 | |
| REDISCOVER | ||||||||
| 1555 NE RICE RD | LEES SUMMIT | MO | 64086 | NONE | PC | BEHAVIORAL HEALTH URGENT CARE CLINIC (BHUCC) | $20,000 | |
| ROSE BROOKS CENTER INC | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | NONE | PC | EMERGENCY SHELTER PROGRAM | $20,000 | |
| SAFEHOME INC | ||||||||
| 8745 BALLENTINE ST | OVERLAND PARK | KS | 66214 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $15,000 | |
| SAVE INC | ||||||||
| PO BOX 45301 | KANSAS CITY | MO | 64171 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $60,000 | |
| SHEFFIELD PLACE | ||||||||
| 6604 E 12TH ST | KANSAS CITY | MO | 641262208 | NONE | PC | MENTAL HEALTH SERVICES FOR HOMELESS MOTHERS & CHILDREN | $30,000 | |
| SHEPHERDS CENTER OF KANSAS CITY KANSAS INC | ||||||||
| 757 ARMSTRONG AVE | KANSAS CITY | KS | 66101 | NONE | PC | MINOR HOME REPAIR PROGRAM FOR SENIORS | $30,000 | |
| SUNFLOWER HOUSE | ||||||||
| 15440 W 65TH ST | SHAWNEE | KS | 66217 | NONE | PC | CHILD ABUSE PREVENTION EDUCATION PROGRAM | $40,000 | |
| SYNERGY SERVICES INC | ||||||||
| 400 E 6TH ST | PARKVILLE | MO | 641523703 | NONE | PC | STREET OUTREACH SERVICES FOR CHILDREN AND YOUTH (SOS) | $20,000 | |
| TRANSITION ZONE (TZONE) | ||||||||
| 9004 E 96TH TERR | KANSAS CITY | MO | 64134 | NONE | PC | YOUTH IMPACT PROGRAM | $5,000 | |
| TRUE LIGHT FAMILY RESOURCE CENTER | ||||||||
| 712 E 31ST ST | KANSAS CITY | MO | 64109 | NONE | PC | REHOUSING PROGRAM FOR WOMEN IN TRANSITION | $7,500 | |
| 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 | |
| WOMENS EMPLOYMENT NETWORK | ||||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | WENS SIGNATURE PROGRAMMING AND SERVICES | $30,000 | |
| 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 | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,470,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $979,961 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,869,328 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,849,289 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,849,289 | 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 (43 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS NT 6.15% 11/30/37 | $49,800 | $55,452 |
| APPLIED MATERIALS NT 3.9% 10/1/25 | $73,586 | $69,808 |
| ATMOS ENERGY NT 1.5% 1/15/31 | $69,696 | $58,751 |
| BAIRD AGGREGATE BOND FUND IS | $979,416 | $952,962 |
| BANK OF AMERICA NT V/R 2/7/30 | $65,000 | $63,248 |
| BANK OF NY MELLON NT V/R 2/1/34 | $60,000 | $58,723 |
| BAPTIST HLTH FL NT 4.342% 11/15/41 | $50,400 | $43,857 |
| BP CAP MARKETS NT 4.234% 11/6/28 | $65,000 | $64,450 |
| BURLINGTON NORTH NT 3.9% 8/1/46 | $64,479 | $51,826 |
| COMMERCE BOND FUND #333 | $180,000 | $184,634 |
| CRVNA 2022-P3 CL A3 4.61% 11/10/27 | $34,699 | $34,691 |
| CUMMINS INC NT 1.5% 9/1/30 | $74,723 | $64,256 |
| DODGE & COX INCOME FD | $2,236,423 | $2,193,363 |
| FL POWER & LIGHT NT 3.8% 12/15/42 | $49,752 | $40,490 |
| FORDO 2022-C CL A3 4.48% 12/15/26 | $20,913 | $20,903 |
| GONZAGA UNIV NT 4.158% 4/1/46 | $35,000 | $27,133 |
| HONEYWELL INTL NT 2.5% 11/1/26 | $70,825 | $72,934 |
| JPMORGAN CHASE NT V/R 1/23/29 | $65,000 | $63,177 |
| LOUISVILLE GAS NT 4.65% 11/15/43 | $67,897 | $53,825 |
| MASTERCARD INC NT 2.95% 6/1/29 | $69,903 | $66,456 |
| MORGAN STANLEY NT V/R 1/23/30 | $64,487 | $64,177 |
| NEVADA POWER NT 6.75% 7/1/37 | $73,453 | $61,543 |
| PEPSICO INC NT 3.5% 7/17/25 | $60,644 | $59,840 |
| PG&E WILDFIRE REC NT 3.594% 6/1/30 | $45,744 | $44,682 |
| PRUDENTIAL FNDG NT 3.125% 4/14/30 | $59,815 | $60,516 |
| PUB SVC ELEC & GAS NT 5.5% 3/1/40 | $44,784 | $45,934 |
| PUBLIC STORAGE NT 0.875% 2/15/26 | $74,542 | $72,730 |
| SHELL INTL NT 4% 5/10/46 | $50,684 | $48,062 |
| SSM HEALTH CARE NT 3.823% 6/1/27 | $55,000 | $54,163 |
| TRANS-CANADA PL NT 7.25% 8/15/38 | $51,288 | $45,110 |
| UNION PACIFIC RR NT 2.695% 5/12/27 | $41,459 | $39,841 |
| VISA INC NT 3.15% 12/14/25 | $63,235 | $64,498 |
| WELLS FARGO & CO NT V/R 10/30/30 | $70,000 | $64,514 |
| WW GRAINGER NT 3.75% 5/15/46 | $44,695 | $35,541 |
| BANK OF MONTREAL NT 5.717% 9/25/28 | $60,976 | $62,159 |
| BRISTOL MYERS NT 5.9% 11/15/33 | $54,872 | $58,765 |
| GOLDMAN SACHS BK NT V/R 5/21/27 | $55,000 | $55,521 |
| NATL AUSTRALIA BK NT 5.087% 6/11/27 | $60,000 | $60,992 |
| PNC FINANCIAL SVCS NT 1.15% 8/13/26 | $59,887 | $57,425 |
| STATE STREET CORP NT V/R 8/4/33 | $70,000 | $66,533 |
| TOYOTA MOTOR CREDIT NT 4.55% 8/9/29 | $59,878 | $60,013 |
| US BANCORP NT V/R 1/27/28 | $60,000 | $57,588 |
| JANUS HENDERSON AAA CLO ETF | $158,616 | $157,962 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (82 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $45,635 | $60,761 |
| ALPHABET INC CL A | $105,619 | $344,074 |
| AMAZON COM INC | $107,235 | $355,786 |
| AMER CENT SM CAP GRWTH-Y | $326,074 | $333,166 |
| AMPHENOL CORP CL-A | $23,740 | $65,262 |
| APPLE INC | $99,153 | $737,472 |
| ARTISAN MID CAP FUND-INS | $524,370 | $439,825 |
| BLCKRCK SYST MULTI STR-K | $949,883 | $976,288 |
| CADENCE DESIGN SYSTEMS INC | $27,377 | $57,224 |
| CAUSEWAY EMERGING MARKETS-IS | $834,013 | $670,849 |
| CHENIERE ENERGY INC | $38,205 | $67,106 |
| CLEARBRIDGE SMALL CAP GR IS | $273,054 | $398,473 |
| COMMERCE MIDCAP GROWTH FUND | $574,969 | $731,623 |
| COMMERCE VALUE FUND INSTITUTIONAL | $2,179,570 | $2,746,727 |
| COPART INC | $42,951 | $67,059 |
| COSTCO WHSL CORP NEW | $44,426 | $75,662 |
| DFA INTL SMALL CO PORTFOLIO | $632,027 | $808,009 |
| DFA US LARGE CAP VALUE PORTFOLIO | $1,915,608 | $2,509,472 |
| DFA US TARGETED VALUE PORTFOLIO | $718,093 | $844,865 |
| DODGE & COX INTERNATIONAL STOCK FUND | $184,934 | $230,649 |
| FIDELITY MID CAP GRW INDX | $401,124 | $425,690 |
| FIDELITY MID CAP VAL INDX | $1,154,838 | $1,216,305 |
| FISERV INC | $13,375 | $64,041 |
| HILTON WORLDWIDE HOLDINGS INC | $31,928 | $61,439 |
| HOME DEPOT INC | $24,682 | $62,303 |
| HONEYWELL INTL INC | $52,568 | $61,408 |
| ISHARES RUSSELL MIDCAP VALUE ETF | $195,030 | $612,844 |
| LAZARD EMERGING MARKETS EQUITY PORT | $588,462 | $672,393 |
| MASTERCARD INCORPORATED CLASS A | $5,291 | $63,034 |
| MCKESSON CORP | $31,957 | $60,569 |
| MFS RESEARCH INTERNAT R6 | $1,570,590 | $2,286,256 |
| MSCI INC-A | $51,163 | $62,205 |
| NVIDIA CORP | $95,876 | $520,766 |
| PALO ALTO NETWORKS INC | $19,347 | $58,018 |
| PEPSICO INC | $46,612 | $60,726 |
| PGIM JENNISON M/C GROWTH CL R6 | $254,000 | $169,732 |
| PTC INC | $47,474 | $54,233 |
| ROLLINS INCORPORATED | $27,543 | $57,704 |
| RPM INC OHIO | $28,044 | $54,370 |
| T ROWE PR GROWTH STOCK-I | $354,472 | $484,238 |
| T ROWE PR NEW HORIZONS-I | $168,172 | $148,853 |
| T ROWE PR OVERSEAS STOCK-I | $1,385,000 | $1,615,811 |
| TESLA MOTORS INC | $84,966 | $142,538 |
| TRACTOR SUPPLY COMPANY | $41,981 | $57,855 |
| WASTE MGMT INC DEL | $40,021 | $62,508 |
| ZOETIS INC | $52,841 | $61,744 |
| ILLINOIS TOOL WORKS INC | $24,599 | $59,522 |
| MORGAN STANLEY, DEAN WITTER & CO. | $63,361 | $63,002 |
| LILLY ELI & CO | $70,429 | $128,016 |
| MCDONALDS CORP | $35,755 | $62,474 |
| MICROSOFT CORP | $141,786 | $602,501 |
| STRYKER CORP | $19,161 | $61,421 |
| UNITEDHEALTH GROUP INC | $30,443 | $65,469 |
| VISA INC CLASS A SHARES | $30,764 | $110,395 |
| AMGEN INC | $56,804 | $60,752 |
| BENTLEY SYSTEMS INC | $65,483 | $53,109 |
| BOOKING HOLDINGS INC | $45,306 | $46,069 |
| BROADCOM INC | $83,385 | $142,316 |
| BROADRIDGE FINANCIAL SOL | $55,394 | $58,190 |
| CORPAY INC COM | $39,099 | $57,539 |
| DROPBOX INC | $57,376 | $58,628 |
| DYNATRACE INC | $59,388 | $53,987 |
| FAIR ISAAC & CO INC | $38,074 | $55,325 |
| GODADDY INC CL A | $24,686 | $56,744 |
| HYATT HOTELS CORP CLASS A | $65,695 | $54,513 |
| INTUIT | $48,393 | $61,399 |
| META PLATFORMS INC | $133,420 | $253,598 |
| MOTOROLA SOLUTIONS INC | $42,619 | $63,482 |
| NETFLIX.COM INC | $44,437 | $60,614 |
| NUVEEN L/C GROWTH INDEX FD-R6 #7292 | $1,435,988 | $2,367,959 |
| NUVEEN LARGE CAP VALUE INDEX FUND-R6 | $2,786,759 | $3,779,414 |
| PERFORMANCE FOOD GROUP CO | $44,457 | $57,007 |
| ROCKWELL AUTOMATION INC | $57,960 | $54,260 |
| SALESFORCE INC | $75,378 | $59,039 |
| SERVICENOW INC | $52,195 | $55,730 |
| SPOTIFY TECHNOLOGY SA | $40,048 | $60,503 |
| TARGA RESOURCES CORP | $28,484 | $66,155 |
| TJX COS INC | $62,745 | $66,990 |
| TKO GROUP HOLDINGS INC | $56,843 | $58,832 |
| TRADEWEB MARKETS INC | $29,615 | $60,126 |
| TYLER TECHNOLOGIES INC | $54,256 | $55,232 |
| WORKDAY INC-CLASS A | $71,515 | $59,550 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,573,525 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,407,084 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $882,835 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $799,938 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPMORGAN HEDGED EQUITY-R6 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $922,079 | BookValueAmt |
| EOYFMV | $1,123,661 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART - TWO THOMAS HART BENTON | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $2,125 | EOYBookValueAmt |
| EOYFMV | $2,125 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $445 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $445 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET ADJUSTMENT | Desc |
| Amt | $2,125 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ESTIMATES | $33,000 | $0 | $0 |
| EXCISE TAX-PRIVATE FOUNDATION | $105 | $0 | $0 |