2025-04-03T12:03:17-05:00 2024-12-31 990PF 2024-01-01 446009245 HARRY WILSON LOOSE TRUST LOOS 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2025-04-03 true 2024 2025-03-06 01:10:19Z X 6776560 X 160282 154555 419302 1206630 419302 0 579584 573857 64315 38589 25726 0 0 0 0 0 0 1250 750 0 500 0 0 10554 5554 0 0 0 0 0 0 0 3640 3640 79759 48533 0 26226 275000 275000 354759 48533 0 301226 224825 525324 0 113189 249053 249053 0 0 0 5328399 5411115 6527507 0 5441588 5660168 6776560 0 X 5441588 5660168 5441588 5660168 5441588 5660168 5441588 224825 0 5666413 6245 5660168 1471.042 AGGREGATE BOND COMMON TRUST FUND 2020-01-17 2024-02-29 22092 24723 -2631 -2631 1162.985 AGGREGATE BOND COMMON TRUST FUND 2020-09-21 2024-02-29 17465 19528 -2063 -2063 5068.378 AGGREGATE BOND COMMON TRUST FUND 2021-02-12 2024-02-29 76115 84985 -8870 -8870 34.316 MID CAP GROWTH COMMON TRUST FUND 2019-02-08 2024-02-29 2399 2377 22 22 200.439 MID CAP GROWTH COMMON TRUST FUND 2021-11-30 2024-02-29 14014 13572 442 442 194.137 MID CAP GROWTH COMMON TRUST FUND 2012-10-05 2024-02-29 13574 12770 804 804 109. ISHARES CORE S&P MID CAP ETF 2023-10-31 2024-02-29 6302 5112 1190 1190 2682. ISHARES EDGE MSCI MIN VOL USA ETF 2022-09-30 2024-02-29 218194 180023 38171 38171 39. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2024-02-29 18230 14481 3749 3749 684.145 MID CAP CORE COMMON TRUST FUND 2023-01-31 2024-02-29 10399 9360 1039 1039 360.809 MID CAP CORE COMMON TRUST FUND 2018-01-31 2024-02-29 5484 4892 592 592 1437.714 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2024-02-29 19059 18432 627 627 51. ISHARES CORE S&P MID CAP ETF 2023-10-31 2024-10-21 3219 2392 827 827 280. ISHARES CORE S&P MID CAP ETF 2020-03-20 2024-10-21 17672 7055 10617 10617 213.937 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2024-02-29 2024-10-21 16756 14704 2052 2052 8.085 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2023-01-31 2024-10-21 633 415 218 218 498.371 PRINCIPAL MIDCAP FUND CL R6 2017-02-01 2024-10-21 23334 11545 11789 11789 276. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2024-10-21 27212 23529 3683 3683 92. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2024-10-21 49259 34160 15099 15099 30.14 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2024-10-25 1599 1567 32 32 718.762 EMERGING MARKETS STOCK COMMON TRUST FD 2021-02-12 2024-10-25 44734 57434 -12700 -12700 1583.311 EMERGING MARKETS STOCK COMMON TRUST FD 2012-10-05 2024-10-25 98540 96541 1999 1999 126.266 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2024-10-25 6775 6428 347 347 225.533 DIVIDEND INCOME COMMON TRUST FUND 2012-10-05 2024-10-25 27679 28977 -1298 -1298 477.171 INTERNATIONAL FOCUSED EQUITY CTF 2023-07-31 2024-10-25 8704 8185 519 519 512.305 INTERNATIONAL FOCUSED EQUITY CTF 2012-10-05 2024-10-25 9345 7811 1534 1534 2049.865 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2024-10-25 44527 44830 -303 -303 898.797 MID CAP CORE COMMON TRUST FUND 2018-01-31 2024-10-25 14889 12763 2126 2126 797.285 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2024-10-25 11316 10445 871 871 291.695 MID CAP VALUE COMMON TRUST FUND 2019-02-08 2024-10-25 16801 16001 800 800 112.456 MID CAP VALUE COMMON TRUST FUND 2019-01-29 2024-10-25 6477 6010 467 467 119.203 MID CAP VALUE COMMON TRUST FUND 2012-10-05 2024-10-25 6866 6281 585 585 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 CAPITAL GAIN DIVIDENDS P 36668 419302 7302 0 7302 0 7302 5437 0 0 5437 X 0 1865 0 0 false false false false false false false true true MO true false false false false true NONE BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 false false false false true false false false false false false false false false false false false false false false false false BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 TRUSTEE 1 64315 NONE 0 NONE 0 6530952 143867 0 6674819 0 0 6674819 100122 6574697 328735 328735 7302 7302 321433 0 321433 0 321433 301226 0 0 0 0 301226 321433 272490 0 0 0 0 0 0 0 301226 272490 0 0 28736 0 0 0 0 0 0 0 0 292697 0 0 0 0 0 0 0 0 NONE NONE GREATER KANSAS CITY COMMUNITY FOUND 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 8166273400 colhour@growyourgiving.org VIEW GUIDELINES FOR GRANT SEEKERS AT WWW.GKCCF.ORG - GREATER KANSAS CITY COMMUNITY FOUNDATION www.growyourgiving.org - Resources - Grant Opportunities VIEW GUIDELINES FOR GRANT SEEKERS AT WWW.GKCCF.ORG RESTRICTED TO CHARITABLE PURPOSES IN KANSAS CITY, MISSOURI UNION STATION KANSAS CITY INC 30 W PERSHING RD 800 KANSAS CITY MO 64108 N/A PC MOBILE PLATFORM - LIVING 40000 NELSON GALLERY FOUNDATION 4525 OAK ST KANSAS CITY MO 64111 N/A PC SUPPORT ACCESS PROGRAMS 65000 NELSON GALLERY FOUNDATION 4525 OAK ST KANSAS CITY MO 64111 N/A PC FOR MUSEUM LEARNING & 40000 TRUST NEIGHBORHOODS 1737 WALNUT ST SUITE C KANSAS CITY MO 64108 N/A PC SUPPORT CAPACITY BUILDING 50000 NONPROFIT CONNECT NETWORK LEARN GROW 1703 WYANDOTTE 100 KANSAS CITY MO 64108 N/A PC FOR WORKFORCE & CAREER 80000 275000 14 160282 18 419302 579584 579584 false false false false false false false false false false TAX PREPARATION FEE - BOA 1250 750 500 FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. 464287507 ISHARES CORE S&P MID 90157 264194 921943858 VANGUARD FTSE DEVELO 261300 369888 202671913 AGGREGATE BOND COMMO 1085188 1056267 207543877 SMALL CAP GROWTH LEA 181812 201207 29099J109 EMERGING MARKETS STO 254370 256962 303995997 SMALL CAP VALUE COMM 183143 202054 323991307 MID CAP GROWTH COMMO 236112 245679 45399C107 DIVIDEND INCOME COMM 314861 296335 99Z466197 INTERNATIONAL FOCUSE 333360 389350 922042858 VANGUARD FTSE EMERGI 282619 249531 922908363 VANGUARD 500 INDEX F 220607 594307 99Z639934 LARGE CAP CORE COMMO 456937 530801 99Z639942 MID CAP CORE COMMON 242753 265513 99Z639959 SMALL CAP CORE COMMO 176032 198249 693390882 PIMCO INTERNATIONAL 128859 134876 99Z665806 MID CAP VALUE COMMON 217641 226575 46429B697 ISHARES EDGE MSCI MI 52469H255 CLEARBRIDGE LARGE CA 140642 228699 74256W584 PRINCIPAL MIDCAP FUN 94823 192147 92206C680 VANGUARD RUSSELL 100 197273 319610 09251M801 BLACKROCK EQTY DIVID 312626 305263 NET INCOME ADJUSTMENT 626 CTF TIMING ADJUSTMENT 5619 OTHER ALLOCABLE EXPENSE-PRINCI 1819 1819 0 OTHER ALLOCABLE EXPENSE-INCOME 1821 1821 0 FOREIGN TAXES 3592 3592 0 EXCISE TAX ESTIMATES 5000 0 0 FOREIGN TAXES ON QUALIFIED FOR 1190 1190 0 FOREIGN TAXES ON NONQUALIFIED 772 772 0