2025-03-14T15:23:37-05:00 2024-04-30 481032601 ALLEN GIBBS & HOULIK LC 301 N MAIN SUITE 1700 WICHITA KS 672024868 990 2023-05-01 431204633 EDC STRATEGIC INITIATIVES FUND EDCS 8166912122 300 WYANDOTTE ST 400 KANSAS CITY MO 64105 TRACEY LEWIS PRESIDENT & CEO 8166912122 2025-02-25 1 1 LEANN E STUEVER P01848488 3162677231 2023 2025-03-06 01:10:19Z TRACEY LEWIS 300 WYANDOTTE ST 400 KANSAS CITY MO 64105 4935 0 X WWW.EDCKC.COM X 1980 MO THE CHARITABLE FUND WILL ASSIST FOR PROFIT AND NOT FOR PROFIT ORGANIZATIONS IN EFFORTS TO LESSEN THE BURDENS OF GOVERNMENT BY COMBATTING COMMUNITY DETERIORATION, ETC. 5 4 0 5 0 0 0 0 0 0 579 4935 0 0 579 4935 0 0 0 0 0 0 0 0 0 75153 23136 75153 23136 -74574 -18201 278975 212843 47931 0 231044 212843 THE CHARITABLE FUND WILL ASSIST FOR PROFIT AND NOT FOR PROFIT ORGANIZATIONS IN EFFORTS TO LESSEN THE BURDENS OF GOVERNMENT BY COMBATTING COMMUNITY DETERIORATION, ETC. 0 0 5406 0 REDEVELOPMENT OF CENTRALLY LOCATED INDUSTRIAL SITES THROUGH MERGING OF PUBLIC FUNDS AND DEVELOPMENT INCENTIVES WITH PRIVATE FUNDS AND DEVELOPMENT INITIATIVES. 5406 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MO X TRACEY LEWIS 8166912122 300 WYANDOTTE ST STE 400 KANSAS CITY MO 64105 SPENCER FIELDS VICE PRESIDENT/DIRECTOR 1.00 X X 0 0 0 BRIDGETTE WILLIAMS CHAIRWOMAN/DIRECTOR 1.00 5.00 X X 0 0 0 CLYDE MCQUEEN DIRECTOR 1.00 X 0 0 0 ROSANA PRIVITERA BIONDO DIRECTOR 1.00 X 0 0 0 TRACEY LEWIS PRESIDENT & CEO 1.00 40.00 X 0 225000 48434 HEATHER BROWN INTERIM PRESIDENT 1.00 40.00 X 0 182706 48266 GAYLE PRICE SECRETARY 1.00 40.00 X 0 67154 23251 0 474860 119951 0 0 1 0 0 4935 4935 4935 0 0 4935 17730 17730 5406 5406 23136 5406 17730 0 184530 166049 94445 46794 278975 212843 47931 0 47931 0 X 231044 212843 231044 212843 278975 212843 -18201 0 X X 0 1 X 1 0 X X 1 EDC OF KC MO 431146626 10 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART V, LINE 1 THE EDC CHARITABLE FUND (FUND) IS RELATED TO, AND WAS FOUNDED BY, THE SUPPORTED ORGANIZATION, ECONOMIC DEVELOPMENT CORPORATION OF KANSAS CITY, MISSOURI (EDC). THERE HAS BEEN A CONTINUED HISTORICAL RELATIONSHIP BETWEEN THE TWO ORGANIZATIONS. THE DIRECTORS OF THE FUND ARE APPOINTED BY EDC. THE ORGANIZATIONS WERE ORGANIZED WITH SIMILAR PURPOSES, IN WHICH THE FUND PROMOTES CHARITABLE PROJECTS, GRANTS, AND AWARDS WHICH DEVELOP BUSINESS, ESTABLISH CHANNELS FOR PUBLIC AND PRIVATE COOPERATION IN INDUSTRIAL DEVELOPMENT, COMBAT COMMUNITY DETERIORATION AND PROMOTE SOCIAL WELFARE IN DETERIORATED AREAS OF KANSAS CITY, MISSOURI. SCHEDULE A, PART IV, LINE 3B A PUBLIC SUPPORT TEST WAS COMPLETED FOR THE SUPPORTING ORGANIZATION AS OF THE CURRENT TAX FILING PERIOD (2023 FORM 990) SCHEDULE A, PART IV, LINE 3C ALL FUNDS THAT ARE GIVEN TO ECONOMIC DEVELOPMENT CORPORATION OF KANSAS CITY ARE SPECIFICALLY REQUESTED BY THE SUPPORTED ORGANIZATION TO BE GRANTED TO 501(C)(3) PUBLIC CHARITIES, ANY OTHER GRANTS THAT MAY BE MADE BY EDC STRATEGIC INITIATIVES FUND ARE MADE DIRECTLY TO 501(C)(3) PUBLIC CHARITIES THAT MEET THE OBJECTIVES OF THE SUPPORTED ORGANIZATION 0 X 12490 7555 7555 4935 0 4935 30691 7555 7555 23136 0 23136 PART X, LINE 2: 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. 0 0 0 0 0 0 0 0 0 TRACEY LEWIS PRESIDENT & CEO 0 225000 0 0 0 0 0 20774 0 27660 0 273434 0 0 HEATHER BROWN INTERIM PRESIDENT 0 177356 0 5350 0 0 0 16764 0 31502 0 230972 0 0 SCH J, PART II & FORM 990, PART VII THE COMPENSATION REPORTED ON SCHEDULE J, PART II IS COMPENSATION PAID BY A RELATED ORGANIZATION, ECONOMIC DEVELOPMENT CORPORATION OF KANSAS CITY, MISSOURI. FORM 990, PART VI, SECTION A, LINE 2 BRIDGETTE WILLIAMS AND SPENCER FIELDS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A ECONOMIC DEVELOPMENT CORPORATION OF KANSAS CITY, MISSOURI HAS THE RIGHT TO APPOINT THE BOARD OF DIRECTORS OF EDC CHARITABLE FUND. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 990. THE INDEPENDENT ACCOUNTING FIRM THEN PROVIDES THE ORGANIZATION'S ACCOUNTING PERSONNEL AND OFFICER SIGNING THE RETURN A DRAFT OF THE FORM 990 FOR COMMENTS AND APPROVAL. A FULL COPY OF THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE OR ELECTION (IN THE CASE OF DIRECTORS) AND ANNUALLY THEREAFTER, THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL PROVIDE APPLICABLE CONFLICT OF INTEREST DISCLOSURES WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH IT IS BELIEVED A CONFLICT MAY ARISE. THE BOARD OF DIRECTORS REQUIRES ANY DIRECTOR TO RECUSE HIM/HERSELF FROM ANY DISCUSSION OR VOTE REGARDING A PROJECT IN WHICH THAT DIRECTOR HOLDS AN INTEREST. THE BOARD SELF MONITORS FOR COMPLIANCE WITH THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AT THE CORPORATION'S ADMINISTRATIVE OFFICE. VIEWING MUST BE SCHEDULED IN ADVANCE AND ONLY DURING NORMAL BUSINESS HOURS. FORM 990, PART XII, LINE 2C THIS POLICY HAS NOT CHANGED SINCE THE PRIOR YEAR. ECONOMIC DEVELOPMENT CORPORATION OF KCMO 300 WYANDOTTE ST KANSAS CITY MO 64105 431146626 ECONOMIC DEVELOPMENT MO 501(C)(4) N/A 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0