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Balocca-Clemens Family Charitable Trust is a private trust based in KANSAS CITY, MO. The foundation received its IRS ruling in 2014. The principal officer is Arthur Fort. It holds total assets of $5.8M. Annual income is reported at $2.3M. Total assets have grown from $325K in 2009 to $5.8M in 2024. The foundation is governed by 3 officers and trustees. Contributions to local charitable organizations. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. According to available records, Balocca-Clemens Family Charitable Trust has made 2 grants totaling $315K, with a median grant of $158K. Annual giving has grown from $93K in 2020 to $223K in 2022. Individual grants have ranged from $93K to $223K, with an average award of $158K. Grants have been distributed to organizations in Missouri and Kansas. Contributions to this foundation are tax-deductible.
Contributions to local charitable organizations
Expenses: $223K
Contributions to local charitable organizations. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in MO, KS.
Balocca-Clemens Family Charitable Trust has distributed a total of $315K across 2 grants. The median grant size is $158K, with an average of $158K. Individual grants have ranged from $93K to $223K.
Balocca-Clemens Family Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Balocca-Clemens Family Charitable Trust is headquartered in KANSAS CITY, MO. While based in MO, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jennifer Fort-Lierz | Trustee | $8K | $0 | $8K |
| Arthur Fort | Trustee | $8K | $0 | $8K |
| Mary Stitt | Trustee | $8K | $0 | $8K |
Total Giving
N/A
Total Assets
$5.8M
Fair Market Value
N/A
Net Worth
$5.8M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
2
Total Giving
$315K
Average Grant
$158K
Median Grant
$158K
Unique Recipients
1
Most Common Grant
$223K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached Scheduleto advance the charitable purpose of local charity | Kansas City, MO | $223K | 2022 |