Public Charity

KANSAS CITY ESTATE PLANNING SYMPOSIUM

KANSAS CITY ESTATE PLANNING SYMPOSIUM is a private foundation categorized as Public Charity based in KANSAS CITY, MO. Its most recent IRS filing (2025) reports revenue of $448K, expenses of $398K, total assets of $641K. Imperigo tracks 6 reported grants from this foundation totaling approximately $123K.

EIN: 431275325 KANSAS CITY, MO Arts, Culture & Humanities N.E.C. NTEE: A99 Latest filing: 2025
Total Revenue$448K
Total Expenses$398K
Total Assets$641K
Grants Given6
Grant Total$123K
Filing Years2020–2025

Mission

TO PROVIDE PROFESSIONAL EDUCATION ON THE SUBJECT OF ESTATE PLANNING.

Sample Grants Given

KANSAS CITY, MO · 2024
EDUCATIONAL SCHOLARSHIP
$10,660
KANSAS CIT, MO · 2023
EDUCATIONAL SCHOLARSHIP
$10,258
KANSAS CITY, MO · 2022
EDUCATIONAL SCHOLARSHIP
$37,410
KANSAS CITY, MO · 2022
EDUCATIONAL SCHOLARSHIP
$20,000
KANSAS CITY, MO · 2018
EDUCATIONAL SCHOLARSHIP
$20,000

Showing up to 5 of 6 total records — full history available with membership.

Officers & Directors

DIRECTOR Alexander Edelman
PAST CHAIR Andrew S Felker
PAST CHAIR Corey Ziegler
DIRECTOR Craig C Reaves
DIRECTOR Daniel P Wheeler
DIRECTOR Erin L Anderson

Officer compensation and complete director data available with membership.

Top Grant Purposes

EDUCATIONAL SCHOLARSHIP
$123,328 6 grants

Financial Trends

Year Revenue Expenses Assets
2025 $448K $398K $641K
2024 $432K $377K $571K
2023 $331K $332K $467K
2022 $308K $296K $487K
2020 $154K $140K $347K

Between 2020 and 2025, reported annual revenue grew from $154K to $448K (+190%), with total assets most recently reported at $641K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MO.

MO

Full geographic grant map with state-by-state breakdown available with membership.

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