Mission
TO PROVIDE PROFESSIONAL EDUCATION ON THE SUBJECT OF ESTATE PLANNING.
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
Where $100 goes at Kansas City Estate Planning Symposium
How Kansas City Estate Planning Symposium divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$82
Programs
the work itself
$18
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $82 for programs
$82
The Kansas City Estate Planning Symposium provides professional education courses in estate planning techniques to participating practice professionals
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
EDUCATIONAL SCHOLARSHIP
$10,660
EDUCATIONAL SCHOLARSHIP
$10,258
EDUCATIONAL SCHOLARSHIP
$37,410
EDUCATIONAL SCHOLARSHIP
$20,000
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
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.