2024-11-15T09:24:48+00:00 2023-12-31 440160260 Forvis Mazars LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2023-01-01 200849590 Greater Horizons GREA 8168420944 1055 BROADWAY BLVD STE 130 KANSAS CITY MO 64105 DEBORAH WILKERSON PRESIDENT & CEO 8168420944 2024-11-15 true Michael Engle P00482834 8162216300 2024-11-15 2023 2024-10-15 13:58:12Z DEBORAH WILKERSON 1055 BROADWAY BLVD STE 130 KANSAS CITY MO 64105 2058096971 false X WWW.GREATERHORIZONS.ORG X 2004 MO Greater Horizons provides a comprehensive platform of charitable tools and philanthropic giving vehicles, specializing in donor-advised funds, accepting complex asset gifts and assisting donors with strategic giving. 6 5 0 5 -65544 199557 546237505 810976441 0 62529665 79465963 -60870 -62079 608706300 890380325 378567453 919031848 0 0 0 441141 27999301 18812041 406566754 937843889 202139546 -47463564 1998101350 2065376955 878962077 263194231 1119139273 1802182724 GREATER HORIZONS IS A LEADING PROVIDER OF CHARITABLE GIVING SERVICES, OFFERING CUSTOM SOLUTIONS TO A WIDE RANGE OF PHILANTHROPISTS, INCLUDING FAMILIES AND COMPANIES. GREATER HORIZONS IS POWERED BY THE GREATER KANSAS CITY COMMUNITY FOUNDATION (GKCCF). THE GKCCF CREATED GREATER HORIZONS IN 2004 TO SERVE THOSE WHO WISH TO GIVE UNDER A NATIONAL ENTITY. false false 929425456 919031848 0 GREATER HORIZONS HELPS DONORS GIVE TO CHARITY THROUGH DONOR-ADVISED FUNDS AND OTHER CHARITABLE INVESTMENT ACCOUNTS. DONORS USE THEIR FUNDS TO GRANT TO THEIR FAVORITE CAUSES. IN 2023, DONORS GRANTED $919 MILLION TO NONPROFIT ORGANIZATIONS ACROSS THE COUNTRY. GREATER HORIZONS WORKS DONOR BY DONOR TO PROVIDE RESEARCH AND RESOURCES TO ASSIST WITH THEIR GIVING, INCLUDING PERSONAL AND FAMILY DISCUSSIONS ABOUT LEGACY AND VALUES, COMPETITIVE GRANT PROGRAMS, AND GUIDANCE ON CHARITABLE LANDSCAPES. 929425456 true true false false true false false false true false true false false true false false true false false true true false false false false false true true true false false false false false false false false true false false false false true true true false false true 2 0 true 0 true true false false false false false true 28 false false false false false false false false X 6 5 true false false false false true false true true false false true true true true true true false false true true CA KS MO X X KATIE GRAY 8168420944 1055 BROADWAY BLVD STE 130 KANSAS CITY MO 64105 ANN F KONECNY DIRECTOR/TREASURER 1.0 1.0 X X 0 0 0 DEBORAH WILKERSON DIRECTOR/PRESIDENT 20.0 20.6 X X 0 468928 55226 JEFF HARGROVES DIRECTOR/VICE CHAIR 1.0 1.0 X X 0 0 0 PATRICK MCCOWN DIRECTOR/SECRETARY 1.0 1.0 X X 0 0 0 WILLIAM LYONS DIRECTOR/CHAIR 1.0 1.0 X X 0 0 0 William C Gauteraux DIRECTOR 1.0 1.0 X 0 0 0 COREY ZIEGLER ASSISTANT SECRETARY 20.0 21.2 X 0 245431 21622 0 714359 76848 0 false true false 0 3154618 807821823 493904794 810976441 0 0 0 0 0 48100096 48100096 0 0 1199082513 1167716646 31365867 0 31365867 31365867 INCOME FROM S-CORP INVESTMENTS 904011 231034 0 231034 0 INCOME FROM PARTNERSHIP INVESTMENTS 901101 -296578 0 -296578 0 _ 0 0 0 0 3465 0 0 3465 -62079 890380325 0 -65544 79469428 917402603 917402603 1485395 1485395 143850 143850 6000 0 6000 0 513 513 6647358 0 6647358 0 4411404 2646842 1323421 441141 56510 56510 0 0 PROJECT EXPENSES 7690256 7690256 0 0 0 0 0 0 937843889 929425456 7977292 441141 1975861 43299 207972965 121692967 3180509 3269986 323461 598905 0 0 0 0 0 7319158 0 0 0 0 1663444231 1625945455 121129323 306507185 75000 0 0 1998101350 2065376955 2751 9597 113117782 19846780 0 0 765841544 243337854 878962077 263194231 X 1119139273 1802182724 1119139273 1802182724 1998101350 2065376955 X -47463564 163268173 0 0 0 567238842 X false true X true false X 310668828 445148199 552797662 546237505 810976441 2665828635 0 0 310668828 445148199 552797662 546237505 810976441 2665828635 216062426 2449766209 28636712 24926863 30034193 34187301 48100096 165885165 0 130971 495282 186168 199557 1011978 236870 486110 148335 24105 3465 898885 2833624663 0 0.8645 0.8803 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 236870.0, COLUMN B - 486110.0, COLUMN C - 148335.0, COLUMN D - 24105.0, COLUMN E - 3465.0, COLUMN F - 898885.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2651 87 763276594 47700847 165910891 753120957 1791667353 273709602 true true 7412721 190000 1512493 136243 72377 8906594 10072873 308000 -1478591 1414800 74761 7412721 4392301 5419997 614838 319779 34484 10072873 24797884 61115 516058 20915574 67182 4392301 21320363 882734 3832060 814766 2691 419816 24797884 1.0 0.0 0.0 false true true OTHER SECURITIES 306507185 F 306507185 FUNDS HELD FOR OTHERS 243337854 243337854 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO PROVIDE SCHOLARSHIPS AND GRANTS TO OTHER NONPROFIT ORGANIZATIONS. true Central America and the Caribbean 0 0 Investments 6720700 Europe (Including Iceland and Greenland) 0 0 Grantmaking 133100 North America (Canada & Mexico only) 0 0 Grantmaking 10750 0 0 0 0 0 0 6864550 0 6864550 Europe (Including Iceland and Greenland) ENVIRONMENT & ANIMALS 69050 WIRE TRANSFER Europe (Including Iceland and Greenland) INTERNATIONAL, FOREIGN AFFAIRS 64050 WIRE TRANSFER North America (Canada & Mexico only) INTERNATIONAL, FOREIGN AFFAIRS 10750 WIRE TRANSFER 3 0 true false false true false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds THE ORGANIZATION FOLLOWS EXPENDITURE RESPONSIBILITY PROCEDURES WHICH INCLUDE VERIFYING THE CHARITABLE PURPOSE OF THE ORGANIZATION, OBTAINING AND REVIEWING ORGANIZING DOCUMENTS AND VERIFYING CHARITABLE PURPOSE OF ORGANIZATION AND PROGRAM. A GRANT AGREEMENT IS REQUIRED THAT INCLUDES PERIODIC REPORTING OF THE PROGRAM ACCOMPLISHMENTS AND EXPENDITURES. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual true SEE ATTACHMENT 1055 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 845855528 7000000 VARIOUS 2671 0 SCHOLARSHIPS 299 1485395 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ALL GRANT RECOMMENDATIONS ARE REVIEWED TO ENSURE THE GRANT IS FOR CHARITABLE PURPOSES AND NO GOODS OR SERVICES WILL BE RECEIVED. GRANTEES ARE CHECKED AGAINST THE IRS PUBLIC CHARITY LIST AND WATCH LIST. GRANT DISBURSEMENTS SPECIFY GRANT PURPOSE AND REQUIRE THAT THE GRANTEE CONFIRM THAT THEY WILL BE USED FOR THAT PURPOSE. SIGNIFICANT RESTRICTED PURPOSE GRANTS ARE MONITORED THROUGHOUT PERIODIC PROGRESS REPORTS, SITE VISITS AND FINAL GRANT REPORTS WHICH REQUIRE A REPORT OF EXPENDITURES AND A SUMMARY OF ACCOMPLISHMENTS. ALL SCHOLARSHIP GRANTS TO INDIVIDUALS ARE AWARDED PURSUANT TO AN OBJECTIVE AND NON-DISCRIMINATORY SELECTION PROCESS UTILIZING A BROAD POOL OF APPLICANTS AND A SUFFICIENTLY INDEPENDENT SELECTION COMMITTEE. THE SELECTION COMMITTEE MUST ALSO CERTIFY THAT NO SCHOLARSHIP RECIPIENT IS RELATED TO THE DONOR, THE DONOR'S FAMILY OR ANY MEMBER OF THE ADVISORY COMMITTEE OR THEIR FAMILY MEMBERS. ALL GRANTS TO INDIVIDUALS THAT CONSTITUTE A PRIZE OR AWARD FOLLOW SIMILAR SELECTION PROCEDURES AND ALSO COMPLY WITH CODE SECTIONS 4945(g)(2) or 4945(g)(3). false false false false false false false false false DEBORAH WILKERSON DIRECTOR/PRESIDENT 0 375770 0 92642 0 516 0 33000 0 22226 0 524154 0 0 COREY ZIEGLER ASSISTANT SECRETARY 0 206091 0 39064 0 276 0 20635 0 987 0 267053 0 0 Schedule J, Part II & FORM 990, PART VII THE COMPENSATION BEING REPORTED FOR DEBORAH WILKERSON AND COREY ZIEGLER IS FROM THE GREATER KANSAS CITY COMMUNITY FOUNDATION, A RELATED TAX EXEMPT ORGANIZATION. THE GREATER KANSAS CITY COMMUNITY FOUNDATION USES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION. X 836 477594059 Market value X 3 699621 Market value X 1 1811476 Market value X Cryptocurrency 2 13799638 Market value 5 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - number of contributions Securities - Closely held stock - number of contributions Securities - Partnership, LLC, or trust interests - number of contributions Other - Cryptocurrency - number of contributions Form 990, Part VI, Line 2 BUSINESS RELATIONSHIPS PER THE IRS INSTRUCTIONS, CERTAIN BUSINESS RELATIONSHIPS BETWEEN THE ORGANIZATION'S CURRENT OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES, AS REPORTED IN PART VII, SECTION A, MUST BE DISCLOSED. BECAUSE OF THE INTERRELATED NATURE OF THE FILING ORGANIZATION WITH ITS RELATED ENTITIES (AS DISCLOSED ON SCHEDULE R), ALL OF THE OFFICERS AND DIRECTORS HAVE OVERLAPPING RESPONSIBILITIES AND THUS HAVE A BUSINESS RELATIONSHIP. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE GREATER KANSAS CITY COMMUNITY FOUNDATION (GKCCF) SHALL DESIGNATE THE INDIVIDUALS CONCURRENTLY SERVING ON THE EXECUTIVE COMMITTEE OF THE GKCCF TO SERVE AS THE BOARD OF DIRECTORS FOR GREATER HORIZONS (GH). AN ELECTION TO THE EXECUTIVE COMMITTEE OF GKCCF SHALL BE A SIMULTANEOUS DESIGNATION BY THE GKCCF TO SERVE ON THE BOARD OF GH. Form 990, Part VI, Line 11b Review of form 990 by governing body AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS MADE. A COPY OF THE 990 IS PRESENTED TO THE GREATER KANSAS CITY COMMUNITY FOUNDATION AUDIT COMMITTEE FOR REVIEW AND ACCEPTANCE PRIOR TO FILING. THE GREATER KANSAS CITY COMMUNITY FOUNDATION AUDIT COMMITTEE REPORTS DIRECTLY TO THE GREATER KANSAS CITY COMMUNITY FOUNDATION BOARD OF DIRECTORS ON THE STATUS OF THEIR REVIEW. A FINAL COPY IS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOLLOWING REVIEW BY THE AUDIT COMMITTEE. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, EACH OFFICER, BOARD MEMBER AND COMMITTEE MEMBER ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND UPDATE THEIR DISCLOSURE. THIS INFORMATION IS AVAILABLE TO THE BOARD CHAIR AND IS USED TO ENSURE THAT, SHOULD A CONFLICT OF INTEREST ARISE, THAT THE BOARD OR COMMITTEE MEMBER INVOLVED ABSTAINS FROM VOTING OR PARTICIPATING IN ANY DECISION. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue OTHER INCOME - Total Revenue: 3465, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3465; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN FUNDS HELD FOR OTHERS - 567001662; CHANGE IN VALUE OF CRT OBLIGATION - 171636; K-1 FLOWTHROUGH UBI & OTHER (INCOME)/LOSS - 65544; ALLEN AND GLORIA BLOCK FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 481239579 GRANTMAKING KS 501(c)(3) Type I GKCCF true ANN AND GARY DICKINSON FAMILY CHARITABLE FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 431799476 GRANTMAKING MO 501(c)(3) Type I GKCCF true BECKY BAILEY FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 874068118 GRANTMAKING MO 501(c)(3) Type I GH true BICKNELL FAMILY FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 481248566 GRANTMAKING MO 501(c)(3) Type I GKCCF true CASALENA FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 832198097 GRANTMAKING DE 501(c)(3) Type I GKCCF true GREATER HORIZONS FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 822577698 GRANTMAKING MO 501(c)(3) Type I GKCCF true GREATER HORIZONS TRUST 1055 BROADWAY 130 KANSAS CITY MO 64105 822581863 GRANTMAKING MO 501(c)(3) Type I GKCCF true GREATER KANSAS CITY COMMUNITY FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 431152398 COMMUNITY FDN MO 501(c)(3) 8 NA false GREATER LEES SUMMIT HEALTHCARE FDN 1055 BROADWAY 130 KANSAS CITY MO 64105 431341459 GRANTMAKING MO 501(c)(3) Type I GKCCF true HATCH FAMILY FOUNDATION 5607 W 98TH STREET OVERLAND PARK KS 66207 936873184 GRANTMAKING KS 501(c)(3) Type I GKCCF true HIGHLAND KANSAS CITY FOUNDATION INC 1055 BROADWAY 130 KANSAS CITY MO 64105 453961865 GRANTMAKING TX 501(c)(3) Type I GKCCF true IRVEN E AND NEVADA P LINSCOMB FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 431499815 GRANTMAKING MO 501(c)(3) Type I GKCCF true JACK AND HELYN MILLER FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 436070986 GRANTMAKING MO 501(c)(3) Type I GKCCF true KANSAS CITY PUBLIC LIBRARY FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 203506595 GRANTMAKING MO 501(c)(3) Type I GKCCF true PGP CHARITABLE FUND 1055 BROADWAY 130 KANSAS CITY MO 64105 921414477 GRANTMAKING DE 501(c)(3) Type I GH true POLSKY FAMILY SUPPORTING FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 481092843 GRANTMAKING KS 501(c)(3) Type I GKCCF true REAL ESTATE CHARITABLE FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 431912033 GRANTMAKING MO 501(c)(3) Type I GKCCF true REHABILITATION INSTITUTE FOUNDATION 31 W 31st Street KANSAS CITY MO 64108 431543614 GRANTMAKING MO 501(c)(3) Type I GKCCF true STANLEY H DURWOOD FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 436828087 GRANTMAKING MO 501(c)(3) Type I GKCCF true THE KANSAS CITY SYMPHONY FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64105 436052679 GRANTMAKING MO 501(c)(3) Type I GKCCF true LGZ Properties LLC 6119 Reinhard Drive Fairway KS 64105 263659705 Rental KS NA N/A Blocktower Credit Partners Offshore LP 1221 Brickell Ave Ste 700 Miami FL 33131 981675953 Institutional Investment Firm FL NA N/A CHARITABLE REMAINDER TRUSTS(26) 1055 BROADWAY 130 KANSAS CITY MO 64105 CHARITABLE TRUSTS MO NA true false true true false false false false false false false false false true true true false false false false GREATER HORIZONS TRUST B 7000000 FMV PGP CHARITABLE FUND C 2000000 FMV