OVERLAND PARK, KS

Edgerley Family Foundation

Quick Facts

EIN: 201867709
Location: OVERLAND PARK, KS
Category: Philanthropy & Grantmaking
Total Assets: $239.1M
Annual Income: $149.9M
IRS Ruling Year: 2004
Organization Type: Trust
Principal Officer: % Paul Edgerley
Tax Deductibility: Contributions are deductible

About This Foundation

Edgerley Family Foundation is a private trust based in OVERLAND PARK, KS. The foundation received its IRS ruling in 2004. The principal officer is % Paul Edgerley. It holds total assets of $239.1M. Annual income is reported at $149.9M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.

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Financial Overview

Total Giving

$26.7M

2023+38%

Total Assets

$225.5M

2023+0%

Fair Market Value

$225.5M

2023

Net Worth

$225.5M

2023

Grants Paid

$24.9M

2023

Contributions

$4.2M

2023

Net Investment Income

$11.5M

2023

Distribution Amount

$10.6M

2023

Total Giving by Year

$7.7M

$9.3M

$14.8M

$15.5M

$11.9M

$16.3M

$1.7M

$5.8M

$19.3M

$26.7M

Asset Growth

$14.5M

$41.5M

$52.8M

$72.2M

$91M

$139.9M

$185.4M

$252.6M

$224.4M

$225.5M

Investment Portfolio (2023)

Total: $34.8M

Corporate Stock: $19.2M

Corporate Bonds: $15.4M

Government Obligations: $193K

Other Investments: $185.1M

Cash: $5.6M

Corporate Stock (9%)

Corporate Bonds (7%)

Government Obligations (0%)

Other Investments (82%)

Cash (2%)

Expense Breakdown (2023)

Grants Paid$24.9M

Accounting Fees$7K

Legal Fees$500

Revenue Sources (2023)

Other Income: $15.4M
Contributions: $4.2M
Dividends: $474K
Interest: $162K
Capital Gains (Net): $-1,551,178

Financial Details (2023)

Total Revenue: $18.7M
Total Expenses: $26.7M
Exempt Purpose Expenses: $25M
Required Distribution: $10.6M
Undistributed Income: $0
Total Liabilities: $1
Excise Tax: $159K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

Grantmaking Insights

Total Grants

Total Giving

$1.4M

Average Grant

$80K

Median Grant

$25K

Grant Range

Min$1K

Max$587K

Median: $25K

Smallest grantLargest grant

Geographic Distribution of Grants

NY: $5K (2)

MA: $1.2M (10)

CO: $88K (2)

MO: $25K (1)

KS: $126K (3)

MA$1.2M (10)

KS$126K (3)

CO$88K (2)

MO$25K (1)

NY$5K (2)

Past Grantees

Recipient	Location	Amount	Year
Strategic Grant PartnersSUPPORT-GENERAL FUND	Boston, MA	$587K	2020
Massachusetts General HospitalTO FUND COVID-19 RESEARCH	Boston, MA	$500K	2020
Shawnee Mission North High SchoolTO SUPPORT EDUCATION AND FUND THE HEAD NORTH SCHOLARSHIP FUND	Lenexa, KS	$100K	2020
The Aspen InstituteSUPPORT-GENERAL FUND	Aspen, CO	$50K	2020
Aspen Art MuseumSUPPORT-GENERAL FUND	Aspen, CO	$38K	2020
New England Patriots Charitable FoundationSUPPORT-GENERAL FUND	Foxboro, MA	$30K	2020
American Repertory TheaterSUPPORT - GENERAL FUND	Cambridge, MA	$30K	2020
Kansas State University FoundationTO FUND AND SUPPORT THE EDUCATION OF LEADERSHIP STUDIES	Manhattan, KS	$25K	2020
Children'S Mercy HospitalSUPPORT- GENERAL FUND	Kansas City, MO	$25K	2020
Corey C Griffin FoundationSUPPORT - GENERAL FUND	Framingham, MA	$25K	2020
St Sava Church-Serbian Orthodox ChurchSUPPORT-GENERAL FUND	Cambridge, MA	$20K	2020
Newton Art Association IncSUPPORT-GENERAL FUND	Newton Center, MA	$9K	2020
Crohn'S And Colitis FoundationSUPPORT - GENERAL FUND	New York, NY	$3K	2020
The Dorothy And Charles Mosesian CenterSUPPORT - GENERAL FUND	Watertown, MA	$2K	2020
Wellness Warriors Of BostonSUPPORT - GENERAL FUND	Newton Highlands, MA	$2K	2020
Church Of St Ignatius LoyolaSUPPORT-GENERAL FUND	New York, NY	$2K	2020
Epsilon Sigma Phi ChapterSUPPORT-GENERAL FUND	Wichita, KS	$1K	2020
Schechter Holoc FoundationSUPPORT - GENERAL FUND	Chestnut Hill, MA	$1K	2020