2023-04-11T13:39:12-05:00 2022-12-31 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990PF 2022-01-01 446006285 THE MCGEE FOUNDATION C/O B JOSEPH DUFFY III MCGE 8162104070 6224 ASH ST MISSION KS 66205 B JOSEPH DUFFY III OFFICER 8162104070 2023-03-31 1 B JOSEPH DUFFY III 999009999 0 MICHELLE BROWN P00225262 8169455500 2023-03-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 16927242 X X 329138 329138 403110 628904 403110 732248 732248 0 0 0 12925 1939 10986 9898 0 0 44927 18224 26704 67750 20163 37690 800350 800350 868100 20163 838040 -135852 712085 247336 64687 64687 7389010 7496207 13673358 3483535 3420464 3189197 11119881 10981358 16927242 2848 177 2848 177 X 0 0 0 0 11117033 10981181 11117033 10981181 11119881 10981358 11117033 -135852 0 10981181 0 10981181 VANGUARD SHORT-TERM BOND INDEX FUND P 2022-04-01 923 923 923 DFA US LARGE CAP VALUE PORTFOLIO P 2022-06-16 201492 218587 -17095 -17095 COMMERCE BANCSHARES INC/MO P 2022-06-17 194786 6941 187845 187845 DFA US LARGE CAP VALUE PORTFOLIO P 2022-12-15 102086 102086 102086 DFA US CORE EQUITY 1 PORTFOLIO P 2022-12-13 129617 266 129351 129351 403110 9898 0 9898 0 9898 12960 0 0 0 12960 X 0 3062 3062 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A B JOSEPH DUFFY III 8162104070 6224 ASH ST MISSION KS 66205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS R MCGEE JR 215 W 53RD TERR KANSAS CITY MO 64112 VICE PRESIDENT OF DEVELOPMENT 1.00 0 0 0 SIMON P MCGEE 12200 N AMBASSADOR DRIVE SUITE 500 KANSAS CITY MO 64163 PRESIDENT 1.00 0 0 0 SHEILA M LILLIS 7213 NORTH PARK GLADSTONE MO 64118 SECRETARY 1.00 0 0 0 VIRGINIA L COPPINGER 8 EAST 55TH TERRACE KANSAS CITY MO 64113 DIRECTOR 1.00 0 0 0 JOHN R MCGEE 1527 GRAND BLVD KANSAS CITY MO 64108 DIRECTOR 1.00 0 0 0 B JOSEPH DUFFY III 814 WESTOVER KANSAS CITY MO 64113 VICE PRESIDENT & TREASURER 1.00 0 0 0 CLYDE WENDEL 5401 BROOKSIDE BOULEVARD 407 KANSAS CITY MO 64112 DIRECTOR 1.00 0 0 0 MOLLY MCGEE 5049 WORNALL RD KANSAS CITY MO 64112 DIRECTOR 1.00 0 0 0 STEPHEN REINTJES 2800 CLAY EDWARDS DRIVE NORTH KANSAS CITY MO 64116 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 SUMMARY OF DIRECT CHARITABLE ACTIVITIES TOTAL GRANTS PAID DURING THE YEAR EQUALED $800,350 AND WENT TO MANY DIFFERENT ORGANIZATIONS. TOTAL EXPENSES RELATED TO GRANTS AND PROGRAM RELATED INVESTMENTS TOTALED $37,389.79 THIS AMOUNT INCLUDES $10,986.23 IN PROFESSIONAL FEES, $26,596.60 IN CONTRACT ADMINISTRATION FEES, AND $106.96 IN MISCELLANEOUS EXPENSES. ALLOCATION BETWEEN INVESTMENT & CHARITABLE PURPOSE IS BASED ON THE APPROXIMATE TIME SPENT ON GRANTS & PROGRAM INVESTMENTS. IF NO ALLOCATION IS POSSIBLE, EXPENSES ARE SPLIT 15% TO INVESTMENTS AND 85% TO GRANT COSTS. 37690 0 17690264 241098 971 17932333 0 0 17932333 268985 17663348 883167 883167 9898 9898 873269 0 873269 0 873269 838040 0 838040 873269 820699 0 0 838040 820699 0 0 17341 0 0 0 0 0 0 0 0 855928 0 0 0 GWEN WURST 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 8168420944 REQUESTS SHOULD BE PRESENTED IN A ONE OR TWO PAGE LETTER DESCRIBING THE NEED, PURPOSE, PROGRAM OF THE REQUESTING ORGANIZATION, PROOF OF THE ORGANIZATION'S TAX-EXEMPT ELIGIBILITY FOR CHARITABLE CONTRIBUTIONS, AS WELL AS THE AMOUNT SOUGHT AND WHEN NEEDED. THERE ARE NO SUBMISSION DEADLINES: REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR. THE FOUNDATION GENERALLY DOES NOT FUND INSTITUTIONS OR PROGRAMS OUTSIDE THE GREATER METROPOLITAN KANSAS CITY AREA. THE FOUNDATION DOES NOT MAKE CONTRIBUTIONS TO PRIVATE FOUNDATIONS OR TO ORGANIZATIONS CLASSIFIED AS PRIVATE FOUNDATIONS AND, WITH RARE EXCEPTION, THE FOUNDATION DOES NOT FUND INSTITUTIONS OR PROGRAMS IN THE VISUAL AND PERFORMING ARTS OR PROJECTS FOR THE PRESERVATION OF HISTORIC PLACES. WITH THE EXCEPTION FOR APPLIED RESEARCH, THE FOUNDATION DOES NOT FUND SCHOLARLY RESEARCH PROJECTS AND PROGRAMS. AVILA UNIVERSITY 11901 WORNALL KANSAS CITY MO 64145 SCHOLARSHIPS 50000 BRIGHT FUTURES FUND 20 WEST NINTH STREET SUITE 200 KANSAS CITY MO 64105 SCHOLARSHIPS 25000 CATHOLIC EDUCATION FOUNDATION 12615 PARALLEL PARKWAY KANSAS CITY KS 66109 SCHOLARSHIPS 25000 CRISTO REY OF KANSAS CITY 211 LINWOOD BLVD KANSAS CITY KS 64111 SCHOLARSHIPS 15000 DON BOSCO COMMUNITY CENTER 580 CAMPBELL STREET KANSAS CITY MO 64106 PROGRAM SUPPORT 45000 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 SCHOLARSHIPS 25000 EL CENTRO INC 650 MINNESOTA AVE 2 KANSAS CITY KS 66101 PROGRAM SUPPORT 15000 GIVING THE BASICS INC 927 S 7TH STREET KANSAS CITY KS 66105 PROGRAM SUPPORT 13000 GUADALUPE CENTER INC 1015 AVENIDA CESAR E CHAVEZ KANSAS CITY MO 64108 PROGRAM SUPPORT 25000 HIGH ASPIRATIONS INC 6320 BROOKSIDE PLAZA SUITE 263 KANSAS CITY MO 64113 PROGRAM SUPPORT 15000 JOURNEY TO NEW LIFE 3120 TROOST AVENUE KANSAS CITY MO 64109 PROGRAM SUPPORT 20000 KANSAS CITY COMMUNITY GARDENS INC 6917 KENSINGTON KANSAS CITY MO 64132 PROGRAM SUPPORT 7500 LITTLE SISTERS OF THE POOR OF KANSAS CITY 8745 JAMES A REED ROAD KANSAS CITY MO 64138 PROGRAM SUPPORT 50000 MERCEDARIAN MISSIONARIES OF BERRIZ AKA OUR LADY OF MERCY COUNTRY HOME 2115 MATURANA DRIVE LIBERTY MO 64068 PROGRAM SUPPORT 50000 METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT (MOCSA) 3100 BROADWAY SUITE 400 KANSAS CITY MO 64111 PROGRAM SUPPORT 12500 MINDDRIVE 2615 HOLMES ST KANSAS CITY MO 64108 PROGRAM SUPPORT 12800 NORTHEAST COMMUNITY CENTER 544 WABASH AVE KANSAS CITY MO 64126 PROGRAM SUPPORT 10000 NOTRE DAME DE SION SCHOOL 3823 LOCUST STREET KANSAS CITY MO 64109 SCHOLARSHIPS 50000 REDEMPTORIST SOCIAL SERVICES CENTER INC 207 WEST LINWOOD KANSAS CITY MO 64111 PROGRAM SUPPORT 50000 ROCKHURST HIGH SCHOOL 9301 STATE LINE ROAD KANSAS CITY MO 64114 SCHOLARSHIPS 50000 ROCKHURST UNIVERSITY 1100 ROCKHURST ROAD KANSAS CITY MO 64110 OPERATING SUPPORT 50000 ROSE BROOKS CENTER PO BOX 320599 KANSAS CITY MO 64132 PROGRAM SUPPORT 20000 SAMUEL U RODGERS HEALTH CENTER 825 EUCLID AVE KANSAS CITY MO 64124 PROGRAM SUPPORT 25000 SETON CENTER INC 2816 E 23RD STREET KANSAS CITY MO 64127 PROGRAM SUPPORT 40000 SHEPHERD'S CENTER OF KANSAS CITY CENTRAL 5200 OAK ST KANSAS CITY MO 64112 PROGRAM SUPPORT 20000 ST TERESA'S ACADEMY 5600 MAIN ST KANSAS CITY MO 64113 SCHOLARSHIPS 50000 THE FARMERS HOUSE PO BOX 1607 PLATTE CITY MO 64079 PROGRAM SUPPORT 16500 UNIVERSITY HEALTH CHARITABLE FOUNDATION UNIVERSITY HEALTH CHARITABLE FOUNDATION KANSAS CITY MO 64108 PROGRAM SUPPORT 13050 800350 0 14 329138 18 403110 0 732248 0 732248 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12925 1939 10986 UMB EQUITY INVESTMENTS 7496207 13673358 UMB FIXED INCOME INVESTMENTS AT COST 3420464 3189197 CUSTODIAL FEES 13511 13511 0 CONTRACT ADMINISTRATION FEES 31290 4694 26597 MISCELLANEOUS 126 19 107 ACCRUED FEDERAL EXCISE TAX (NET OF ESTIMATES PAID) 2848 177 FEDERAL EXCISE TAX 9898 0 0