2026-04-21T08:01:56-05:00 2025-12-31 990PF 2025-01-01 446009244 JACOB L LOOSE MILLION DOLLAR CHARITY FUND LOOS 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2026-04-20 2025 2025-03-06 01:10:19Z X 4947156 X 108849 108913 1021148 4252847 1021148 0 1129997 1130061 34523 20714 13809 0 0 0 0 0 0 1250 750 0 500 0 0 11608 3154 0 0 0 0 0 0 0 1972 1972 49353 26590 0 14309 193462 193462 242815 26590 0 207771 887182 1103471 0 92994 66197 66197 0 0 0 3648959 4565581 4880959 0 3741953 4631778 4947156 0 X 3741953 4631778 3741953 4631778 3741953 4631778 3741953 887182 2643 4631778 0 4631778 647.395 AGGREGATE BOND COMMON TRUST FUND 2021-01-31 2025-03-31 9816 10755 -939 -939 2387.897 AGGREGATE BOND COMMON TRUST FUND 2020-01-17 2025-03-31 36206 39585 -3379 -3379 370.094 AGGREGATE BOND COMMON TRUST FUND 2020-09-21 2025-03-31 5611 6130 -519 -519 1.376 AGGREGATE BOND COMMON TRUST FUND 2021-09-17 2025-03-31 21 23 -2 -2 365.551 AGGREGATE BOND COMMON TRUST FUND 2021-11-30 2025-03-31 5543 5976 -433 -433 126.073 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2025-03-31 6104 6839 -735 -735 57.89 SMALL CAP VALUE COMMON TRUST FUND 2024-10-31 2025-03-31 2947 3256 -309 -309 94.533 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-03-31 4813 5083 -270 -270 22.419 MID CAP GROWTH COMMON TRUST FUND 2012-10-05 2025-03-31 1573 1656 -83 -83 795.563 PIMCO FOREIGN BD US$HD INSTL 2024-10-31 2025-03-31 7836 7860 -24 -24 4544.996 PIMCO FOREIGN BD US$HD INSTL 2023-01-31 2025-03-31 44768 43132 1636 1636 3723.94 PIMCO FOREIGN BD US$HD INSTL 2022-10-21 2025-03-31 36681 34819 1862 1862 1072.585 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 13879 14197 -318 -318 152.327 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-07-21 12034 10626 1408 1408 294. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-07-21 16815 14877 1938 1938 174. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2025-07-21 8860 9005 -145 -145 102. VANGUARD RUSSELL 1000 ET GROWTH 2025-03-31 2025-07-21 11461 9312 2149 2149 170. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-07-21 19101 14493 4608 4608 18. VANGUARD 500 INDEX FUND SHS ETF 2025-03-31 2025-07-21 10443 9111 1332 1332 34. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-07-21 19726 12624 7102 7102 147.713 EMERGING MARKETS STOCK COMMON TRUST FD 2012-10-05 2025-07-25 10182 10192 -10 -10 207.906 MID CAP GROWTH COMMON TRUST FUND 2012-10-05 2025-07-25 17588 16295 1293 1293 1043.826 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-07-25 25144 23373 1771 1771 19.101 LARGE CAP CORE COMMON TRUST FUND 2025-03-31 2025-07-25 460 403 57 57 94.259 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2025-09-30 5338 5083 255 255 122.007 EMERGING MARKETS STOCK COMMON TRUST FD 2012-10-05 2025-09-30 9220 9175 45 45 112.073 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-09-30 6794 6318 476 476 42.971 DIVIDEND INCOME COMMON TRUST FUND 2012-10-05 2025-09-30 5823 6006 -183 -183 3. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-09-30 360 256 104 104 395.001 INTERNATIONAL FOCUSED EQUITY CTF 2025-03-31 2025-09-30 8735 8301 434 434 305.983 LARGE CAP CORE COMMON TRUST FUND 2025-03-31 2025-09-30 7764 7295 469 469 588.104 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-09-30 9220 8282 938 938 38.821 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-10-31 3244 2708 536 536 191.401 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2023-01-31 2025-10-31 15993 9836 6157 6157 220.628 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-04-15 2025-10-31 18436 11120 7316 7316 1505.565 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2019-02-08 2025-10-31 125805 71760 54045 54045 102.511 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-03-20 2025-10-31 8566 4290 4276 4276 426.479 BLACKROCK EQTY DIVIDEND FUND CL K 2025-03-31 2025-11-07 9046 8453 593 593 1623.208 BLACKROCK EQTY DIVIDEND FUND CL K 2024-02-29 2025-11-07 34428 32107 2321 2321 9124.673 BLACKROCK EQTY DIVIDEND FUND CL K 2023-01-31 2025-11-07 193534 176562 16972 16972 2837.517 AGGREGATE BOND COMMON TRUST FUND 2021-11-30 2025-11-07 43629 46393 -2764 -2764 893.363 AGGREGATE BOND COMMON TRUST FUND 2012-10-05 2025-11-07 13736 14578 -842 -842 503.725 AGGREGATE BOND COMMON TRUST FUND 2021-02-21 2025-11-07 7745 8201 -456 -456 355.039 AGGREGATE BOND COMMON TRUST FUND 2015-02-28 2025-11-07 5459 5755 -296 -296 248.52 AGGREGATE BOND COMMON TRUST FUND 2014-06-30 2025-11-07 3821 4009 -188 -188 281.667 AGGREGATE BOND COMMON TRUST FUND 2017-08-18 2025-11-07 4331 4532 -201 -201 742.953 AGGREGATE BOND COMMON TRUST FUND 2019-05-10 2025-11-07 11424 11896 -472 -472 355.121 AGGREGATE BOND COMMON TRUST FUND 2019-04-30 2025-11-07 5460 5678 -218 -218 234.567 AGGREGATE BOND COMMON TRUST FUND 2014-02-28 2025-11-07 3607 3748 -141 -141 603.756 AGGREGATE BOND COMMON TRUST FUND 2013-09-30 2025-11-07 9283 9571 -288 -288 4700.082 AGGREGATE BOND COMMON TRUST FUND 2013-11-30 2025-11-07 72268 74442 -2174 -2174 7906.224 AGGREGATE BOND COMMON TRUST FUND 2019-02-08 2025-11-07 121565 125128 -3563 -3563 4894.371 AGGREGATE BOND COMMON TRUST FUND 2017-02-03 2025-11-07 75255 77362 -2107 -2107 3858.895 AGGREGATE BOND COMMON TRUST FUND 2025-09-30 2025-11-07 59334 59245 89 89 2019.982 AGGREGATE BOND COMMON TRUST FUND 2024-10-31 2025-11-07 31059 30375 684 684 3099.751 AGGREGATE BOND COMMON TRUST FUND 2022-05-31 2025-11-07 47661 45463 2198 2198 6326.026 AGGREGATE BOND COMMON TRUST FUND 2022-07-15 2025-11-07 97268 91651 5617 5617 3363.612 AGGREGATE BOND COMMON TRUST FUND 2023-07-31 2025-11-07 51718 48639 3079 3079 4144.273 AGGREGATE BOND COMMON TRUST FUND 2022-10-21 2025-11-07 63722 55753 7969 7969 1034.114 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2025-11-07 59402 56135 3267 3267 343.671 SMALL CAP GROWTH LEADERS CTF 2012-11-30 2025-11-07 19741 15867 3874 3874 954.575 SMALL CAP GROWTH LEADERS CTF 2022-01-31 2025-11-07 54833 41695 13138 13138 117.076 EMERGING MARKETS STOCK COMMON TRUST FD 2012-10-05 2025-11-07 8895 8865 30 30 293.672 EMERGING MARKETS STOCK COMMON TRUST FD 2021-09-17 2025-11-07 22313 22163 150 150 303.31 EMERGING MARKETS STOCK COMMON TRUST FD 2024-02-29 2025-11-07 23045 22014 1031 1031 28.282 EMERGING MARKETS STOCK COMMON TRUST FD 2021-11-30 2025-11-07 2149 1946 203 203 42.504 EMERGING MARKETS STOCK COMMON TRUST FD 2022-01-31 2025-11-07 3229 2895 334 334 204.224 EMERGING MARKETS STOCK COMMON TRUST FD 2012-09-07 2025-11-07 15517 13807 1710 1710 908.379 EMERGING MARKETS STOCK COMMON TRUST FD 2023-01-31 2025-11-07 69018 61280 7738 7738 56.421 EMERGING MARKETS STOCK COMMON TRUST FD 2023-10-31 2025-11-07 4287 3665 622 622 623.24 EMERGING MARKETS STOCK COMMON TRUST FD 2022-05-31 2025-11-07 47354 36545 10809 10809 871.552 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-11-07 51807 50641 1166 1166 819.982 SMALL CAP VALUE COMMON TRUST FUND 2012-11-30 2025-11-07 48742 46116 2626 2626 83.501 SMALL CAP VALUE COMMON TRUST FUND 2019-12-20 2025-11-07 4964 4686 278 278 450.335 SMALL CAP VALUE COMMON TRUST FUND 2020-03-20 2025-11-07 26769 21205 5564 5564 769.505 MID CAP GROWTH COMMON TRUST FUND 2012-10-05 2025-11-07 63376 60791 2585 2585 842.05 MID CAP GROWTH COMMON TRUST FUND 2012-11-30 2025-11-07 69350 66090 3260 3260 339.474 MID CAP GROWTH COMMON TRUST FUND 2022-01-31 2025-11-07 27959 24683 3276 3276 674.559 DIVIDEND INCOME COMMON TRUST FUND 2012-10-05 2025-11-07 91112 94052 -2940 -2940 670.971 DIVIDEND INCOME COMMON TRUST FUND 2020-04-17 2025-11-07 90628 93119 -2491 -2491 272.786 DIVIDEND INCOME COMMON TRUST FUND 2019-02-08 2025-11-07 36845 37667 -822 -822 209. ISHARES CORE S&P MID CAP ETF 2025-03-31 2025-11-07 13414 12061 1353 1353 306. ISHARES CORE S&P MID CAP ETF 2017-01-05 2025-11-07 19639 8726 10913 10913 295. ISHARES CORE S&P MID CAP ETF 2020-03-20 2025-11-07 18933 7433 11500 11500 2215. ISHARES CORE S&P MID CAP ETF 2012-10-03 2025-11-07 142159 43894 98265 98265 51.229 PRINCIPAL MIDCAP FUND CL R6 2025-10-31 2025-11-07 2330 2322 8 8 2795.014 PRINCIPAL MIDCAP FUND CL R6 2017-02-01 2025-11-07 127145 64748 62397 62397 188.29 PRINCIPAL MIDCAP FUND CL R6 2020-03-23 2025-11-07 8565 3761 4804 4804 9247. PGIM HIGH YIELD FUND CL R6 2025-03-31 2025-11-07 44755 44016 739 739 1297. VANGUARD RUSSELL 1000 ET GROWTH 2025-10-31 2025-11-07 155570 162510 -6940 -6940 7. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-11-07 840 597 243 243 1775. VANGUARD RUSSELL 1000 ET GROWTH 2023-01-31 2025-11-07 212904 105366 107538 107538 78. VANGUARD RUSSELL 1000 ET GROWTH 2023-01-31 2025-11-07 9356 4625 4731 4731 1. VANGUARD RUSSELL 1000 ET GROWTH 2023-01-31 2025-11-07 120 59 61 61 4. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-11-07 2449 1485 964 964 8. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-11-07 4897 2965 1932 1932 29. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-11-07 17753 10689 7064 7064 661. VANGUARD 500 INDEX FUND SHS ETF 2016-01-08 2025-11-07 404655 117459 287196 287196 837.214 INTERNATIONAL FOCUSED EQUITY CTF 2025-03-31 2025-11-07 18313 17849 464 464 14207.19 INTERNATIONAL FOCUSED EQUITY CTF 2012-10-05 2025-11-07 310764 264544 46220 46220 399.039 INTERNATIONAL FOCUSED EQUITY CTF 2020-03-20 2025-11-07 8728 6945 1783 1783 469.705 MID CAP VALUE COMMON TRUST FUND 2019-02-08 2025-11-07 28347 28416 -69 -69 2036.128 MID CAP VALUE COMMON TRUST FUND 2012-10-05 2025-11-07 122882 118773 4109 4109 89.586 MID CAP VALUE COMMON TRUST FUND 2025-03-31 2025-11-07 5407 5115 292 292 217.628 MID CAP VALUE COMMON TRUST FUND 2020-04-17 2025-11-07 13134 11821 1313 1313 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 CAPITAL GAIN DIVIDENDS P 8184 1021148 15338 0 15338 0 15338 4820 0 0 4820 0 10518 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 34523 NONE 0 NONE 0 4626142 78188 0 4704330 0 0 4704330 70565 4633765 231688 231688 15338 15338 216350 0 216350 0 216350 207771 0 0 0 0 207771 216350 193462 0 0 0 0 0 0 0 207771 193462 0 0 14309 0 0 0 0 0 0 0 0 202041 0 0 0 0 0 0 0 0 NONE NONE GREATER KANSAS CITY COMMUNITY FOUND 1055 BROADWAY STE 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 - GREATER KANSAS CITY COMMUNITY FOUNDATION RESTRICTED TO CHARITABLE PURPOSES IN KANSAS CITY, MISSOURI GREATER KANSAS CITY COMMUNITY FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 N/A PC FOR CHARITABLE PURPOSES IN 193462 193462 14 108849 18 1021148 1129997 1129997 false false false false false false false false false false TAX PREPARATION FEE 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 921943858 VANGUARD FTSE DEVELO 546990 706036 202671913 AGGREGATE BOND COMMO 207543877 SMALL CAP GROWTH LEA 29099J109 EMERGING MARKETS STO 303995997 SMALL CAP VALUE COMM 323991307 MID CAP GROWTH COMMO 45399C107 DIVIDEND INCOME COMM 99Z466197 INTERNATIONAL FOCUSE 922042858 VANGUARD FTSE EMERGI 363537 384276 922908363 VANGUARD 500 INDEX F 99Z639934 LARGE CAP CORE COMMO 1647742 1729843 99Z639942 MID CAP CORE COMMON 854277 886890 99Z639959 SMALL CAP CORE COMMO 372232 395964 693390882 PIMCO INTERNATIONAL 99Z665806 MID CAP VALUE COMMON 52469H255 CLEARBRIDGE LARGE CA 74256W584 PRINCIPAL MIDCAP FUN 92206C680 VANGUARD RUSSELL 100 09251M801 BLACKROCK EQTY DIVID 464287226 ISHARES CORE U.S. AG 732053 729024 78468R606 STATE STREET SPDR PO 48750 48926 OTHER ALLOCABLE EXPENSE-PRINCI 986 986 0 OTHER ALLOCABLE EXPENSE-INCOME 986 986 0 NET INCOME ADJUSTMENT 483 NET ROUNDING 5 CTF TIMING ADJUSTMENT 2155 FOREIGN TAXES 1038 1038 0 EXCISE TAX - PRIOR YEAR 3634 0 0 FEDERAL ESTIMATES - PRINCIPAL 4820 0 0 FOREIGN TAXES ON QUALIFIED FOR 1327 1327 0 FOREIGN TAXES ON NONQUALIFIED 789 789 0