Balocca-Clemens Family Charitable Trust

KANSAS CITY, MO EIN: 48-6313837

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$5.8M

+5.6% YoY

Annual Giving

$367K

+46.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$367K

+46.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$5,763,217$5,455,256$5,430,850
Revenue$446,312$-119,732$1,394,318
Expenses$394,683$276,345$318,817
Qualifying Distributions$366,700$250,150$222,500
Net Investment Income$373,236$108,354$46,432
Distributable Amount$291,698$271,400$211,461

Giving Over Time

Total grant dollars and number of grants per year

$0$92K$183K$275K$367K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

See attached Schedule$367K

Grant Size Distribution

5 grants across all recorded years

<$50K1$50–100K2$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Balocca-Clemens Family Charitable Trust fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Mary StittTrustee$8KArthur FortTrustee$8KJennifer Fort-LierzTrustee$8K

From 2024 filing

NameTitleHoursCompensation
Mary StittTrustee5$7,500
Arthur FortTrustee5$7,500
Jennifer Fort-LierzTrustee5$7,500

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

Kansas CityPaola

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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