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← CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND

Form 990 for tax year 2024

Filed by CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND.

Totals

Total revenue
$509,378
Total expenses
$584,895
Contributions and grants received
$59
Grants paid
$557,470
Program service revenue
$0
Investment income
$509,319
Other revenue
$0
Total assets, end of year
$10,463,474
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,463,474
Program services expenses (Part IX)
$557,470
Management and general expenses
$27,425
Fundraising expenses
$0
Program service expenses (Part III)
$557,470

Program services were 95.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $59

  • 3 · Investment income

    total $278,547 · excluded $278,547

  • 7a · Gross sales of assets other than inventory

    securities $1,141,215

  • 7b · Less cost or other basis and sales expenses

    securities $910,443

  • 7c · Gain or loss

    securities $230,772

  • 7d · Net gain or loss

    total $230,772 · excluded $230,772

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $557,470 · program services $557,470

  • 5 · Compensation of officers, directors and key employees

    total $4,490 · management and general $4,490

  • 11c · Fees: accounting

    total $2,300 · management and general $2,300

  • 11f · Fees: investment management

    total $13,470 · management and general $13,470

  • 20 · Interest

    total $349 · management and general $349

  • 24a · Other expenses: FOREIGN TAXES

    total $6,816 · management and general $6,816

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,164 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $235,531 · end of year $12,708

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $700,000

  • 11 · Investments: publicly traded securities

    beginning of year $10,299,814 · end of year $9,750,766

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $10,539,509 · end of year $10,463,474

Mission and programs · 2024

Mission

THE TRUST IS ORGANIZED AND WILL BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES AS SET FORTH IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE INCLUDING, FOR THESE PURPOSES, THE MAKING OF DISTRIBUTIONS TO CATHOLIC CHARITIES OF KANSAS CITY-ST. JOSEPH, INC., A MISSOURI BENEVOLENT CORPORATION. IT IS THE INTENT THAT THE TRUST SHALL BE CLASSIFIED AND OPERATED AS A TYPE III SUPPORTING ORGANIZATION.

Activities or mission (Part I)

TO BENEFIT AND SUPPORT THE CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC.

  • TO BENEFIT AND SUPPORT CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC. AS A TYPE III SUPPORTING ORGANIZATION.

    Expenses $557,470 · Grants $557,470

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • KAREN NOEL

    BENEFICIARY CHIEF EXECUTIV

    Total calculated
    $118,118
    From this org
    $0
    From related orgs
    $118,118
    Other
    $0
    Hours/week
    0.25 + 50 related

  • J VICTOR AMMONS

    APPOINTEE OF BENEFICIARY B

    Total calculated
    $0
    Hours/week
    0.25 + 1 related

  • CARLA MILLS

    APPOINTEE OF HOUSING ORGAN

    Total calculated
    $0
    Hours/week
    0.25

  • JON DOOLITTLE

    ELECTED MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • PHILIP PASCHANG

    ELECTED MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • REVEREND CHARLES N ROWE STD

    ELECTED MEMBER (CLERGY)

    Total calculated
    $0
    Hours/week
    0.25

  • KENDALL BEVERS

    BENEFICIARY CHIEF FINANCIA

    Total calculated
    $70,773
    From this org
    $0
    From related orgs
    $70,773
    Other
    $0
    Hours/week
    0.25 + 50 related

  • CREATIVE PLANNING TRUST COMPANY

    CORPORATE TRUSTEE

    Total calculated
    $4,490
    From this org
    $0
    From related orgs
    $0
    Other
    $4,490
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202523219349311697

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