Balocca-Clemens Family Charitable Trust
Balocca-Clemens Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KANSAS CITY, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it awarded 1 grants totaling $367K. Net investment income was $373K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.8M
+5.6% YoY
Annual Giving
$367K
+46.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$367K
+46.6% YoY
About Balocca-Clemens Family Charitable Trust
Based on IRS filings
Balocca-Clemens Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KANSAS CITY, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it awarded 1 grants totaling $367K. Net investment income was $373K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,763,217 | $5,455,256 | $5,430,850 |
| Revenue | $446,312 | $-119,732 | $1,394,318 |
| Expenses | $394,683 | $276,345 | $318,817 |
| Qualifying Distributions | $366,700 | $250,150 | $222,500 |
| Net Investment Income | $373,236 | $108,354 | $46,432 |
| Distributable Amount | $291,698 | $271,400 | $211,461 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Mary Stitt | Trustee | 5 | $7,500 |
| Arthur Fort | Trustee | 5 | $7,500 |
| Jennifer Fort-Lierz | Trustee | 5 | $7,500 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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