Kansas City Estate Planning Symposium
To provide professional education on the subject of estate planning.
Kansas City Estate Planning Symposium at a glance
In short: Kansas City Estate Planning Symposium gave $11K across 1 grant in 2025 (avg $11K), mostly in Missouri. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $10,660
- +3.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $10,660
- +3.9% vs 2024
- Median grant
- $10,660
- Total assets
- $641,415
- +12.4% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026.
Who Kansas City Estate Planning Symposium funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Law Foundation of Umkc ($11K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Kansas City Estate Planning Symposium gives
- Giving fell 72% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $10K (2024) to $37K (2022). In 2025 it made 1 grant totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Law Foundation of Umkc Kansas City, MO | Educational Scholarship | $10,660 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $641,415 | $447,823 | $397,875 | $10,660 | 1 | $14,697 |
| 2024 | $570,829 | $431,585 | $377,019 | $10,258 | 1 | $5,356 |
| 2023 | $467,037 | $330,591 | $331,521 | $20,000 | 1 | $-617 |
| 2022 | $486,768 | $307,792 | $295,516 | $37,410 | 1 | $-7,583 |
| 2021 | $476,564 | $307,567 | $177,814 | $20,567 | 1 | $14,499 |
| 2020 | $346,811 | $154,425 | $140,000 | — | — | $-212 |
About Kansas City Estate Planning Symposium
Based on IRS filings
Kansas City Estate Planning Symposium is a public charity focused on Arts, Culture & Humanities, based in Kansas City, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $641K in total assets. In 2025, it awarded 1 grant totaling $11K. Net investment income was $15K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Kansas City Estate Planning Symposium is led by Lori Maher McCombs, Executive Director on every filing since 2020; none of the 28 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lori Maher McCombs
Executive Director
On filings since 2020
10 hrs/week
$26K (2020) → $0 (2025)
M. Suzanne Hall
Chair
Director → Chair Elect, 2024
Chair Elect → Chair, 2025
On filings since 2020
1 hr/week
No compensation reported
Alexander Edelman
Director
On filings since 2020
1 hr/week
No compensation reported
Craig C. Reaves
Director
Chair → Past Chair, 2022
Past Chair → Director, 2025
On filings since 2020
1 hr/week
No compensation reported
Daniel P. Wheeler
Director
On filings since 2020
1 hr/week
No compensation reported
Erin L. Anderson
Director
On filings since 2020
1 hr/week
No compensation reported
Joseph D. Growney
Director
On filings since 2020
1 hr/week
No compensation reported
Julie A. Welch
Director
On filings since 2020
1 hr/week
No compensation reported
Kevin R. Johnson
Director
On filings since 2020
1 hr/week
No compensation reported
Lynn D. Cockle
Director
On filings since 2020
1 hr/week
No compensation reported
Paul R. Himmelstein
Director
On filings since 2020
1 hr/week
No compensation reported
Peter Phillips
Director
On filings since 2020
1 hr/week
No compensation reported
Russell E. Utter Jr.
Director
On filings since 2020
1 hr/week
No compensation reported
Scott E. Blakesley
Director
Past Chair → Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Shellie Billau
Director
Chair → Past Chair, 2021
Past Chair → Director, 2024
On filings since 2020
1 hr/week
No compensation reported
Steve Johnson
Director
On filings since 2020
1 hr/week
No compensation reported
Stacey Janssen
Director
On filings since 2021
1 hr/week
No compensation reported
Heath Hoobing
Director
On filings since 2022
1 hr/week
No compensation reported
Jason Simmons
Director
On filings since 2022
1 hr/week
No compensation reported
Jessica Kinnard
Director
On filings since 2022
1 hr/week
No compensation reported
Rochelle Falk
Director
On filings since 2022
1 hr/week
No compensation reported
Jared Roberts
Director
New on the 2025 filing
1 hr/week
No compensation reported
Kelsey Johnson
Director
New on the 2025 filing
1 hr/week
No compensation reported
Terri Munsell
Director
New on the 2025 filing
1 hr/week
No compensation reported
Andrew S. Felker
Past Chair
Chair Elect → Chair, 2024
Chair → Past Chair, 2025
On filings since 2020
1 hr/week
No compensation reported
Corey Ziegler
Past Chair
Chair Elect → Chair, 2022
Chair → Past Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
Jenna Hauschild
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Rebecca Ann Godfrey
Chair Elect
Director → Chair Elect, 2025
On filings since 2020
1 hr/week
No compensation reported
Former officers (12)
- Former: Christine M. Graham (2020–2024) — Director
- Former: Christopher J. Anderson (2020–2024) — Director
- Former: Christopher R. Hoyt (2020–2024) — Director
- Former: Heather Counts (2020–2024) — Director
- Former: Donald Friend II (2020–2023) — Director
- Former: Austin J. Keiser (2020–2022) — Director
- Former: H. Joseph Price Jr. (2020–2022) — Director
- Former: Jane N. Lampo (2020–2022) — Director
- Former: Mark H. Gilgus (2020–2022) — Director
- Former: Alex Smith (2020–2021) — Director
- Former: Amy Guerich (2020–2021) — Director
- Former: Shannon K. Barks (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
The highest reported compensation on the 2022 filing was $33K, to Lori Maher McCombs (Executive Director).
Frequently asked questions about Kansas City Estate Planning Symposium
How much does Kansas City Estate Planning Symposium give each year?
Kansas City Estate Planning Symposium gave $11K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $10K across 1 grant.
How large is Kansas City Estate Planning Symposium?
Kansas City Estate Planning Symposium reported $641K in total assets on its 2025 IRS Form 990. Its revenue that year was $448K.
What is Kansas City Estate Planning Symposium?
Kansas City Estate Planning Symposium is a public charity focused on Arts, Culture & Humanities, based in Kansas City, MO. It holds $641K in total assets as of 2025.
Where does Kansas City Estate Planning Symposium operate?
Kansas City Estate Planning Symposium has awarded grants in Missouri.
What is Kansas City Estate Planning Symposium's EIN?
Kansas City Estate Planning Symposium's EIN (Employer Identification Number) is 43-1275325. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 30, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS June 16, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS June 12, 2026)
Explore Open Grants
Browse active grant opportunities in Kansas City Estate Planning Symposium's focus areas in our free grants database
Similar Funders
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Greater Horizons
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St Louis Community Foundation Inc
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Commerce Bancshares Foundation
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Patterson Family Foundation
Kansas City, MO
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Midway USA Foundation Inc
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Community Foundation of the Ozarks Inc
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Assets
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Total Given
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